中文翻译
我对 $IQE 的判断……可能很快就会超过我那篇传奇的 $AXTI thesis？ 才过了 2 个月： 现在在机构开始公开买入后，涨幅已经超过 +316%，而且还在继续涨。 欧洲那边像 $ALRIB、$SIVE 和 $SOI 这种关键瓶颈股最近也很有意思。 我觉得它们从现在开始大概率还会再复合出三位数涨幅，即使已经涨了一大截。 散户这还是第一次这么早。 所以，预计很快会有大量机构资金涌入这些关键供应链公司，尤其是 $SIVE，等 NASDAQ 上市之后。
· 业绩复盘
说 IQE 可能很快会超过 AXTI 的传奇 thesis。
涉及标的： $IQE$AXTI$ALRIB$SIVE$SOI
英文原文
My $IQE call… might actually outperform my legendary $AXTI thesis soon? It’s only been 2 months: Now it's up over +316% after institutions started publicly buying… and keeps going up. Fun time for critical chokepoints like $ALRIB, $SIVE, and $SOI recently in Europe. Probably expect them all to compound another triple digits from here, even after all their rallies. Retail is just extremely early for the first time. So, expect a lot of institutional capital to pour into these critical supply chains companies soon, especially $SIVE after Nasdaq listing.