中文翻译
市场其实不会把过去 12 个月的收入完整计入超级周期。通常会看前 8 到 12 个月。 不过，CPO 可能是我见过和这些公司市值相关性最大的超级周期。 所以我愿意花几个月时间，在最底部提前抢跑机构，去押这个最大的架构变化。中间会有 revenue bridge，但 scale up CPO 的量产爬坡就是会非常陡。
· 方法论
强调超级周期要看 8 到 12 个月前瞻
英文原文
Markets don't really price in previous 12M revenue for supercycles. Usually look 8-12 months ahead. However, CPO is probably the biggest Supercycle I've ever seen related to the MC of many of these companies. This is why I'm willing to spend few months waiting to frontrun institutions on the biggest architectural change at the very bottom. There's revenue bridges in between but scale up CPO is just parabolic volume ramp.