FOCI
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历史观点（6 条，最新在上）
- English · 原文@Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up.中文 · 翻译@Joey_TheFarmer 我对 FOCI 的看法没有改变，随着 COUPE 规模扩大，他们将成为 $NVDA $TSM 生态系统中 FAU + 被动元件瓶颈的一部分。
- English · 原文Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash. Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components relative to MC in $NVDA supply chains. We'll see how this plays out.中文 · 翻译还在拿着 Foci/Nextronics。之前有个分析师发了篇关于 CPO 的看空帖，说项目会有延迟（$NVDA 否认了这点），结果 CPO 相关股票就崩了。 我个人觉得，Foci 最终会成为 $TSM COUPE / $NVDA 的一个瓶颈，而 Nextronics 则会受益于 $NVDA 供应链里光学组件相比 MC 的地位。 看后面怎么走吧。
- English · 原文@MosheFeins48329 That doesn’t fit in the category of $10-100B. I’m talking about the more “validated names”. CPO hasn’t volume ramped at all either, just waiting on that for MSSCorp, Shunsin, Foci, and the others.中文 · 翻译@MosheFeins48329 这不符合 $10-100B 的范畴。我说的是那些更“经过验证的名字”。 CPO 的产量也完全没爬坡，只是在等 MSSCorp、Shunsin、Foci 和其他几家。
- English · 原文@awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics. Second favorite pure play CPO exposure would be FOCI for me.中文 · 翻译@awodias 不，$AAOI 主要是可插拔模块的敞口。但他们也大量涉及 CPO，所以我用了“光子学”这个词。 第二看好的纯 CPO 敞口，对我来说是 FOCI。
- English · 原文@MattLay Honestly extremely surprised by those two, not going up another 50% yet. I think it’s because nothing CPO has scaled up yet so it’s not reflected in their balance sheets. But I have pretty high conviction in Foci, MSScorp is a lottery ticket for inspection monopoly.中文 · 翻译@MattLay 说实话，这两只股没再涨个 50%，我挺惊讶的。 我觉得是因为 CPO 还没大规模落地，所以还没体现在它们的财报里。 但我对 Foci 还挺有信心的，MSScorp 就是张彩票，赌它能不能垄断检测这块。
- English · 原文@_juicebox99_ I don't see FOCI becoming a $50B+ company. They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives structural re-rating related to MC. Not quite the same as the US model of TAM expanding into $100B+ companies.中文 · 翻译@_juicebox99_ 我不觉得 FOCI 能成为市值超过 500 亿美元的公司。 他们专注的就是单一赛道，比如为 $TSM / $NVDA 提供光学元件和 FAU，然后规模化生产。所以这很可能带来与市值相关的结构性重估。 这和美国的 TAM 扩张到千亿美元级别的公司模式，不太一样。