· 杂谈
相关概念： CPO 共封装光学
@Jacktecau990 我并不惊讶。我可以去参加会议进行共封装光学(CPO)渠道调研，发现独特的超大规模云服务商供应链联系并随后得到证实，进行晶圆收入建模，构思通过并购实现收入增长的策略，通过相关员工关系(ER)电话会议记录/SEC文件持续检查出货量时间表，通过机构研报进行竞争对手分析，进行总可寻址市场(TAM)分析。然后免费发布这些论点。然而媒体却忽略所有底层工作，将这一想法标签化为单纯的“迷因股”。如果它出现回调，即使处于早期阶段，我也会在X上遭受大量人身攻击。所以我对他人有更多的同理心。
@Jacktecau990 I'm not surprised. I could go to conferences to do CPO channel checks, find unique hyperscaler supply chain links that later get confirmed, do wafer revenue modeling, think of a strategy for revenue ramping through M&A, constantly check volume timelines through related ER transcripts/SEC filings, competitor analysis through institutional notes, TAM analysis. Then post that thesis all for free over time. Only for media media ignore all the underlying work then label the idea as just a meme stock. And if it ever corrects, I get a bunch of personal attacks on X, even if it's early in the timeline. So I have more empathy than others.