中文翻译
@ravietweet 摩根士丹利现在最终持有了 $SOI 6.5% 的股份，这也是我另一只硅光多头。 我就是要把 AI 的结构性卡点展示给散户看，赶在机构理解之前…… Point72、$MTSI 和其他机构在我发出那篇 thesis 之后，也买了 $IQE 的流通股。
· 供应链分析
机构开始买入光子链条
英文原文
@ravietweet Morgan Stanley now ended up holding 6.5% of $SOI, which was my other silicon photonics long. I’m do show retail the structural chokepoints in AI before institutions figure it out… Point72, $MTSI and others ended up buying $IQE float after my thesis post too.