· 个股论点

认为Sivers处于CPO超级周期初期,类比当初的AXTI和LITE

涉及标的:

中文翻译

你听了吗,匿名者? 我们仍然处于Sivers CPO(共封装光学)超级周期的非常初期阶段,这仍然令人疯狂。 这就是我一直叫出的那些名字最初的感觉,比如$AXTI,过去一年涨幅超过6000%+。 仍然认为Sivers是下一个$LITE。

英文原文

Did you listen anon? It’s still crazy we’re still only at the very beginning of a multi year CPO supercycle with $SIVE. This is what it feels like to be the very first to the names I’ve called out like $AXTI, up 6000%+ over the past year. Still think Sivers is the next $LITE. https://t.co/JdfMd7sNTK

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