· 个股论点

MTSI 进来后长期更看多

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中文翻译

@Mellokhai 这是个比较细腻的看法:长期看多,尤其是 $MTSI 作为投资者并帮忙清债之后。Macom 又不是日内交易标的,所以那 4500 万美元其实被锁住了。 如果另一半增发卖给了套利可转债的投资者,短期就偏空。

英文原文

@Mellokhai Nuanced, long term bullish especially with $MTSI as an investor and clearing debt. Macom is not a day trader so that 45M is locked up. Short term bearish if the other half of the offering was sold to investors that arbitrage convertible notes.

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