中文翻译
@AtlasShrug1 我也更偏好 $SOI，因为它的上行空间更大。 不过，$TSEM 体量更大，而且我觉得它因为产能积压和 $NVDA 的双重支撑，已经明显去风险了。 而且我也看到它未来两年会强劲复合增长，所以就在这个位置做多了。
· 个股论点
更喜欢 SOI 的弹性，但也看好 TSEM 的去风险化
英文原文
@AtlasShrug1 I prefer $SOI as well, much higher upside. However, $TSEM is much larger player but I see it being very de-risked from both backlogged capacity + $NVDA. And I do see this strongly compounding over the next two years so I went long around here.