MU美光
29看多0看空14提及
Serenity @aleabitoreddit
专注 AI 光通信与半导体供应链研究，擅长从产业链与公司基本面寻找高赔率机会。长期跟踪 CPO 与光模块产业链，持续输出 SIVE、AAOI、LITE、POET 等标的的深度观点。
结论速览
MU 整体偏多（看多 29 · 看空 0）
受益于AI资本支出，推动内存元件的需求增长。
最近发言：2026/08/13 09:46 · 信心分 4/10
8-10 分观点使用大徽标▲ 看多▼ 看空● 提及
历史观点（28 条，最新在上）
- English · 原文Feels like my $IQE thesis Feb this year got validated alongside $AXTI and others. (I still long on both) So I stopped covering them as much. But TLDR on updates: Early this year, IQE was a distressed but critical chokepoint in the optical supply chain with links to $LITE and others when I published my thesis on it. Since then: - $MTSI signed long term epiwafer supply agreements, took a stake in the company, now IQE is bank debt free (Macom has convertibles, but that's positive) - $TSEM signed agreements for InP epiwafers. - Management explicitly said its IQE agreement was signed to secure the "strategic III-V epiwafer supply required for that roadmap" - IQE signed another ~$14M mysterious AI DC contract. The only part that's still playing out with my earlier thesis is IQE converting their latent/underutilized capacity toward AI DC segment, to match peers like Landmark in the space (which takes time, like slightly over a year if I remember correctly). There's some national security implications that I'll avoid talking about that makes them more important. But basically: FY2025 revenue: £97.3m FY2026 guidance: over £126.5m They're rapidly growing again in the optical sector, out of bank debt/distressed liquidation state, and remains a critical chokepoint in Western optical supply chains. Now... with new agreements with your leading photonics companies for revenue growth, and players like Macom serving as a soft backstop. After a thesis gets validated, typically I just sit back and enjoy growth of a business.中文 · 翻译感觉我今年二月关于 $IQE 的投资论点，跟 $AXTI 等其他股票一样，都得到了验证。(我仍然持有这两只股票的多头仓位) 所以我就没那么频繁地写它们了。不过关于最新的进展，长话短说： 今年早些时候，当我发布关于 IQE 的论点时，它在光学供应链中是一个处于困境但至关重要的瓶颈，与 $LITE 等公司有联系。 自那时起： - $MTSI 签订了长期磊晶片供应协议，并持有该公司股份，现在 IQE 已经摆脱了银行债务（Macom 有可转债，但这是积极的） - $TSEM 签订了 InP 磊晶片协议。 - 管理层明确表示，其与 IQE 的协议是为了确保“该路线图所需的战略性 III-V 磊晶片供应”。 - IQE 又签了一份约 1400 万美元的神秘 AI 数据中心合同。 我早期论点中唯一还在发展的部分是 IQE 将其闲置/未充分利用的产能转向 AI 数据中心领域，以赶上 Landmark 等同行（这需要时间，如果我没记错的话，大概一年多一点）。 这里面有一些我不想谈的国家安全考量，让它们变得更加重要。 但总的来说： 2025 财年营收：9730 万英镑 2026 财年指引：超过 1.265 亿英镑 它们在光学领域又开始快速增长，摆脱了银行债务/困境清算状态，并且仍然是西方光学供应链中的一个关键瓶颈。 现在……有了与领先光子学公司的新协议来推动营收增长，以及 Macom 这样的参与者作为软性支撑。 投资论点得到验证后，我通常就会坐享业务增长了。
- English · 原文Feels like my $IQE thesis Feb this year got validated alongside $AXTI and others. (I still long on both) So I stopped covering them as much. But TLDR on updates: Early this year, IQE was a distressed but critical chokepoint in the optical supply chain with links to $LITE and others when I published my thesis on it. Since then: - $MTSI signed long term epiwafer supply agreements, took a stake in the company, now IQE is bank debt free (Macom has convertibles, but that's positive) - $TSEM signed agreements for InP epiwafers. - Management explicitly said its IQE agreement was signed to secure the "strategic III-V epiwafer supply required for that roadmap" - IQE signed another ~$14M mysterious AI DC contract. The only part that's still playing out with my earlier thesis is IQE converting their latent/underutilized capacity toward AI DC segment, to match peers like Landmark in the space (which takes time, like slightly over a year if I remember correctly). There's some national security implications that I'll avoid talking about that makes them more important. But basically: FY2025 revenue: £97.3m FY2026 guidance: over £126.5m They're rapidly growing again in the optical sector, out of bank debt/distressed liquidation state, and remains a critical chokepoint in Western optical supply chains. Now... with new agreements with your leading photonics companies for revenue growth, and players like Macom serving as a soft backstop. After a thesis gets validated, typically I just sit back and enjoy growth of a business.中文 · 翻译感觉我今年二月关于 $IQE 的投资论点，跟 $AXTI 等其他股票一样，都得到了验证。(我仍然持有这两只股票的多头仓位) 所以我就没那么频繁地写它们了。不过关于最新的进展，长话短说： 今年早些时候，当我发布关于 IQE 的论点时，它在光学供应链中是一个处于困境但至关重要的瓶颈，与 $LITE 等公司有联系。 自那时起： - $MTSI 签订了长期磊晶片供应协议，并持有该公司股份，现在 IQE 已经摆脱了银行债务（Macom 有可转债，但这是积极的） - $TSEM 签订了 InP 磊晶片协议。 - 管理层明确表示，其与 IQE 的协议是为了确保“该路线图所需的战略性 III-V 磊晶片供应”。 - IQE 又签了一份约 1400 万美元的神秘 AI 数据中心合同。 我早期论点中唯一还在发展的部分是 IQE 将其闲置/未充分利用的产能转向 AI 数据中心领域，以赶上 Landmark 等同行（这需要时间，如果我没记错的话，大概一年多一点）。 这里面有一些我不想谈的国家安全考量，让它们变得更加重要。 但总的来说： 2025 财年营收：9730 万英镑 2026 财年指引：超过 1.265 亿英镑 它们在光学领域又开始快速增长，摆脱了银行债务/困境清算状态，并且仍然是西方光学供应链中的一个关键瓶颈。 现在……有了与领先光子学公司的新协议来推动营收增长，以及 Macom 这样的参与者作为软性支撑。 投资论点得到验证后，我通常就会坐享业务增长了。
- English · 原文Is it just me, or is the list of 3 letter optical jargon never ending? We have LPO, LRO, NPO, XPO, CPO, OBO, and others for approaches. Then InP, EML, ELS, OCS, SOI, and others to add to the random terms. Even the industry events with OCP or OFC get their three letter names. People who have followed me on my optical bottleneck scavenger hunt with $SOI or $IQE might know a lot by now. But wouldn’t new followers might be super confused…中文 · 翻译是不是只有我一个人觉得，光学领域那些三个字母的专业术语简直没完没了？ 光是各种方法就有 LPO、LRO、NPO、XPO、CPO、OBO 等等。 然后还有 InP、EML、ELS、OCS、SOI 等等一堆随机术语。 甚至连行业活动，比如 OCP 或 OFC 也是三个字母的名字。 那些跟着我一起在 $SOI 或 $IQE 的光学瓶颈寻宝之旅的朋友们，可能现在已经知道很多了。 但新关注的人是不是会觉得超级懵……
- English · 原文Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap hasn’t fundamentally changed: $LITE is still completely sold out for the next 2 years and likely into 2029. $SIVE is about to volume ramp with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscaler suppliers. $TSM COUPE and their TW suppliers from Shunsin to Foci aren’t randomly disappearing into the void. $AAOI and their $471m/month h2 2027 revenue projections haven’t changed. $IQE and their epiwafer contracts with Macom and Tower Semi haven’t disappeared. $AXTI ownership of 40% of the InP substrate supply chains haven’t suddenly disappeared. As with any theme from Rocketlab + Space sector 50% drop back in 2025. Or Nebius + Neocloud 50% drop entering 2026. Or the Samsung/SK Hynix crash from Iran War LNG/Helium/Oil fears few months ago. Volatility from indiscriminate thematic selloffs isn’t typically representative of individual company fundamentals. Retail tends to build conviction over price movements and imaginary charts, then lose that when a stock drops. And institutions are probably placing limit orders to capitalize on that. Conviction shouldn’t be tied to the quote of a stock on a certain day, but long term revenue or operating income growth.中文 · 翻译没错，看到散户认输挺有意思的。 彭博社关于Meta算力的那篇文章，在他们内部备忘录澄清之后， 还有那两份关于延迟的报道，也被英伟达否认了。 这两件事本来就是导致这次抛售的原因…… 所以，光子学/英伟达的路线图并没有根本性改变：
- English · 原文Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap hasn’t fundamentally changed: $LITE is still completely sold out for the next 2 years and likely into 2029. $SIVE is about to volume ramp with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscaler suppliers. $TSM COUPE and their TW suppliers from Shunsin to Foci aren’t randomly disappearing into the void. $AAOI and their $471m/month h2 2027 revenue projections haven’t changed. $IQE and their epiwafer contracts with Macom and Tower Semi haven’t disappeared. $AXTI ownership of 40% of the InP substrate supply chains haven’t suddenly disappeared. As with any theme from Rocketlab + Space sector 50% drop back in 2025. Or Nebius + Neocloud 50% drop entering 2026. Or the Samsung/SK Hynix crash from Iran War LNG/Helium/Oil fears few months ago. Volatility from indiscriminate thematic selloffs isn’t typically representative of individual company fundamentals. Retail tends to build conviction over price movements and imaginary charts, then lose that when a stock drops. And institutions are probably placing limit orders to capitalize on that. Conviction shouldn’t be tied to the quote of a stock on a certain day, but long term revenue or operating income growth.中文 · 翻译没错，看到散户认输挺有意思的。 彭博社关于Meta算力的那篇文章，在他们内部备忘录澄清之后， 还有那两份关于延迟的报道，也被英伟达否认了。 这两件事本来就是导致这次抛售的原因…… 所以，光子学/英伟达的路线图并没有根本性改变：
- English · 原文Curious if anyone's portfolio is green after today's fun day. $KORU: -32.06% $SOXL: -22.98% $IQE: -13.58% $DRAM: -12.6% $AXTI: -12.57% $FLNC: -12.5% $AAOI: -11.2% $SIVE: -11.7% $TSEM: -10.24% $SNDK: -12.5% $MU: -11.8% Sk Hynix: -12.35% Samsung: -9.6% $MRVL: -8.3% $LITE: -7.6% $SOI -7.15% $TSM: -6.1% $AMD: -6.04% Feels like anything high-beta or semis had a steep drop.中文 · 翻译好奇今天这么嗨的日子，有谁的投资组合还是红的吗？ $KORU：-32.06% $SOXL：-22.98% $IQE：-13.58% $DRAM：-12.6% $AXTI：-12.57% $FLNC：-12.5% $AAOI：-11.2% $SIVE：-11.7% $TSEM：-10.24% $SNDK：-12.5% $MU：-11.8% SK 海力士：-12.35% 三星：-9.6% $MRVL：-8.3% $LITE：-7.6% $SOI -7.15% $TSM：-6.1% $AMD：-6.04% 感觉只要是高贝塔或者半导体相关的，都跌得很惨。
- English · 原文Curious if anyone's portfolio is green after today's fun day. $KORU: -32.06% $SOXL: -22.98% $IQE: -13.58% $DRAM: -12.6% $AXTI: -12.57% $FLNC: -12.5% $AAOI: -11.2% $SIVE: -11.7% $TSEM: -10.24% $SNDK: -12.5% $MU: -11.8% Sk Hynix: -12.35% Samsung: -9.6% $MRVL: -8.3% $LITE: -7.6% $SOI -7.15% $TSM: -6.1% $AMD: -6.04% Feels like anything high-beta or semis had a steep drop.中文 · 翻译好奇今天这么嗨的日子，有谁的投资组合还是红的吗？ $KORU：-32.06% $SOXL：-22.98% $IQE：-13.58% $DRAM：-12.6% $AXTI：-12.57% $FLNC：-12.5% $AAOI：-11.2% $SIVE：-11.7% $TSEM：-10.24% $SNDK：-12.5% $MU：-11.8% SK 海力士：-12.35% 三星：-9.6% $MRVL：-8.3% $LITE：-7.6% $SOI -7.15% $TSM：-6.1% $AMD：-6.04% 感觉只要是高贝塔或者半导体相关的，都跌得很惨。
- English · 原文Ur welcome with $IQE https://t.co/dn7XDgZ4FE中文 · 翻译不客气，说 $IQE 呢 https://t.co/dn7XDgZ4FE
- English · 原文@RyanU_1F42B $IQE, $XFAB, and others are just not really well known but they're both critical to western supply chains. Probably a long way to go imo中文 · 翻译@RyanU_1F42B $IQE、$XFAB 还有其他几家其实不太出名，但它们对西方供应链都很关键。 我个人觉得，估计还有很长一段路要走。
- English · 原文VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are. (disclosure: have positions in IQE)中文 · 翻译VPEC 今天对 Epiwafers 进行新一轮涨价。 这对 $IQE 和 Landmark (3081) 这类公司在定价能力和 Epiwafers 需求方面是个积极的瓶颈信号。 此前 $MTSI 投资 IQE 以确保产能，这显示出这些瓶颈环节有多关键。 （披露：持有 IQE 仓位）
- English · 原文VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are. (disclosure: have positions in IQE)中文 · 翻译VPEC 今天对 Epiwafers 进行新一轮涨价。 这对 $IQE 和 Landmark (3081) 这类公司在定价能力和 Epiwafers 需求方面是个积极的瓶颈信号。 此前 $MTSI 投资 IQE 以确保产能，这显示出这些瓶颈环节有多关键。 （披露：持有 IQE 仓位）
- English · 原文Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.中文 · 翻译市场应该为 $AAOI 这样的本土冠军企业欢呼才对。 既然理想的做法是支持从激光器件制造到生产的美国本土关键 AI 基础设施，而不是当个空头。 感觉所有人都在把光模块外包给马来西亚或泰国这样的亚洲国家…… 还有 $INTC、$IQE、$XFAB、$MU、$WOLF、$SOI、$SIVE 和其他公司…… 如果你到现在还没注意到，它们全都对美国供应链至关重要。而且每一家都在拿补贴，用来保障西方供应链。 以前的主流交易是做空美国/西方成长股，然后用补贴的外国股票来对冲。 就像那些破产的能源/太阳能公司一样，几年后美国 AI 基础设施在电网这一块可吃了大亏。 我想帮忙改变这种思维，因为我相信，投资建设像今天的光电子这样的西方关键供应链，是非常正和的。 尤其是如果 $AAOI 在把生产回迁美国之后，达到了他们每月 $471 百万的收入目标。 与其盼着它们失败，把供应链里的关键节点叫做“梗股/泡沫”，也许稍微转变一下心态会比较好，这样几年后我们才不会再看到美国太阳能行业那样的重演。 美欧可不是随便什么公司都会发补贴或 CHIPS 法案资金的。
- English · 原文Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.中文 · 翻译市场应该为 $AAOI 这样的本土冠军企业欢呼才对。 既然理想的做法是支持从激光器件制造到生产的美国本土关键 AI 基础设施，而不是当个空头。 感觉所有人都在把光模块外包给马来西亚或泰国这样的亚洲国家…… 还有 $INTC、$IQE、$XFAB、$MU、$WOLF、$SOI、$SIVE 和其他公司…… 如果你到现在还没注意到，它们全都对美国供应链至关重要。而且每一家都在拿补贴，用来保障西方供应链。 以前的主流交易是做空美国/西方成长股，然后用补贴的外国股票来对冲。 就像那些破产的能源/太阳能公司一样，几年后美国 AI 基础设施在电网这一块可吃了大亏。 我想帮忙改变这种思维，因为我相信，投资建设像今天的光电子这样的西方关键供应链，是非常正和的。 尤其是如果 $AAOI 在把生产回迁美国之后，达到了他们每月 $471 百万的收入目标。 与其盼着它们失败，把供应链里的关键节点叫做“梗股/泡沫”，也许稍微转变一下心态会比较好，这样几年后我们才不会再看到美国太阳能行业那样的重演。 美欧可不是随便什么公司都会发补贴或 CHIPS 法案资金的。
- English · 原文@aphexinvests I’d expect $SOI, $XFAB, $IQE and others in the European supply chain to play follow the leader and recover as well. Everything got sold off with photonics / power semis recently.中文 · 翻译@aphexinvests 我觉得 $SOI、$XFAB、$IQE 还有欧洲供应链里的其他几家，应该也会跟着龙头一起反弹。 最近光电和功率半导体那边，什么都被抛售了一波。
- English · 原文@aphexinvests I’d expect $SOI, $XFAB, $IQE and others in the European supply chain to play follow the leader and recover as well. Everything got sold off with photonics / power semis recently.中文 · 翻译@aphexinvests 我觉得 $SOI、$XFAB、$IQE 还有欧洲供应链里的其他几家，应该也会跟着龙头一起反弹。 最近光电和功率半导体那边，什么都被抛售了一波。
- English · 原文Not all dilution is bad and depends on what structure. If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC ranges), then that's accretive. If you're diluting 15% for NASDAQ listing requirements with $SIVE, and using proceeds for M&A, that's accretive. If you're diluting with $IQE and doing private placements with $MTSI to wipe off old toxic debt, that's accretive. If you're diluting $6,000,000,000 with $IREN, and likely selling that into the open market on every rally off the backs of $SLNH / $BKKT shills where majority of those retail went to 0, then that's predatory.中文 · 翻译不是所有稀释都是坏事，关键看结构。 如果你是在做一笔 $6 亿的 ATM 融资，用来建激光器晶圆产能，在 2027 年上半年每个月 4.71 亿美元（较低市值区间）的节奏下跟 $AAOI 合作，那这就是增厚型的。 如果你是为了满足纳斯达克上市要求，用 $SIVE 稀释 15%，然后把募集资金拿去做并购，那也是增厚型的。 如果你跟 $IQE 一起稀释，通过跟 $MTSI 做私募来清掉过去的有毒债务，那也是增厚型的。 但如果你是像 $IREN 那样，一次稀释 $60 亿，然后大概率趁 $SLNH / $BKKT 的托们每次拉升时把这些股抛到公开市场上——而这些小散里多数最后都归零了——那这就是掠夺性的。
- English · 原文Not all dilution is bad and depends on what structure. If you're doing a $600m ATM to build out laser fab capacity with $AAOI for $471m / month H1 2027 (at lower MC ranges), then that's accretive. If you're diluting 15% for NASDAQ listing requirements with $SIVE, and using proceeds for M&A, that's accretive. If you're diluting with $IQE and doing private placements with $MTSI to wipe off old toxic debt, that's accretive. If you're diluting $6,000,000,000 with $IREN, and likely selling that into the open market on every rally off the backs of $SLNH / $BKKT shills where majority of those retail went to 0, then that's predatory.中文 · 翻译不是所有稀释都是坏事，关键看结构。 如果你是在做一笔 $6 亿的 ATM 融资，用来建激光器晶圆产能，在 2027 年上半年每个月 4.71 亿美元（较低市值区间）的节奏下跟 $AAOI 合作，那这就是增厚型的。 如果你是为了满足纳斯达克上市要求，用 $SIVE 稀释 15%，然后把募集资金拿去做并购，那也是增厚型的。 如果你跟 $IQE 一起稀释，通过跟 $MTSI 做私募来清掉过去的有毒债务，那也是增厚型的。 但如果你是像 $IREN 那样，一次稀释 $60 亿，然后大概率趁 $SLNH / $BKKT 的托们每次拉升时把这些股抛到公开市场上——而这些小散里多数最后都归零了——那这就是掠夺性的。
- English · 原文It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties. Lot of the venture arms just miss it sometimes too. $MTSI took a stake in IQE so that’s another path. Maybe $GFS or $JBL takes a stake in $SIVE following June’s vote.中文 · 翻译大公司想随便收购像 $SIVE 这种拿了《芯片法案》资金的公司，或者像 $IQE 这种有政府背景的，其实有点难度。 有些风投部门有时候也会错过机会。 $MTSI 入股了 IQE，所以这是另一条路。也许 $GFS 或 $JBL 会在六月的投票后入股 $SIVE。
- English · 原文It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties. Lot of the venture arms just miss it sometimes too. $MTSI took a stake in IQE so that’s another path. Maybe $GFS or $JBL takes a stake in $SIVE following June’s vote.中文 · 翻译大公司想随便收购像 $SIVE 这种拿了《芯片法案》资金的公司，或者像 $IQE 这种有政府背景的，其实有点难度。 有些风投部门有时候也会错过机会。 $MTSI 入股了 IQE，所以这是另一条路。也许 $GFS 或 $JBL 会在六月的投票后入股 $SIVE。
- English · 原文Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2. Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql中文 · 翻译嗯，看到 $SIVE、$SOI 和 $XFAB 拿到欧盟芯片法案 2 的资金的话，我也不会意外。 开心的是，我那些多头持仓（除了 $IQE）也都列在蓝图上了——之前研究时没注意到这一点！ 不过，看起来正式公告推迟到下周了。https://t.co/2SdG4Gocql
- English · 原文Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2. Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql中文 · 翻译嗯，看到 $SIVE、$SOI 和 $XFAB 拿到欧盟芯片法案 2 的资金的话，我也不会意外。 开心的是，我那些多头持仓（除了 $IQE）也都列在蓝图上了——之前研究时没注意到这一点！ 不过，看起来正式公告推迟到下周了。https://t.co/2SdG4Gocql
- English · 原文@DisruptivePoltx Yeah they have close relationships with $IQE, $SOI and my other longs. Was familiar with a lot of the private photonics companies working with $XFAB so liked it a bit more.中文 · 翻译@DisruptivePoltx 对，他们跟 $IQE、$SOI 还有我其他的多头标的关系很密切。 之前就听说过不少跟 $XFAB 合作的私人光子学公司，所以对这个标的更有好感一些。
- English · 原文$RPI, close to ~3x returns. Off the media branded "Meme Stock". I think after retail saw institutions bear post my thesis posts. Then ended up paper handing $AXTI, then $RPI, then $IQE, then $EWY, then $SNDK, then $AAOI, then $SOI. And them watch them all go up 3x-15x+ after institutions bought up the float. Retail finally learned not to trust them with anymore with names like $SIVE?中文 · 翻译$RPI，接近约3倍涨幅。 脱离媒体贴的“Meme股”标签。 我觉得，在散户看到机构做空我发的分析帖子之后。 结果他们先后纸手扔掉了 $AXTI，然后 $RPI，再 $SNDK，然后 $AAOI，接着 $SOI。 然后眼睁睁看着这些票全部涨了3倍到15倍以上，因为机构把流通盘都买光了。 散户终于学会了：再也不信他们的鬼话，比如 $SIVE 这种名字？
- English · 原文Eh... I had higher hopes so far with $IQE than 3x+. There's still time though. https://t.co/cK08L6yvm3中文 · 翻译呃……我对 $IQE 的期望本来比三倍还高。 不过还有时间。https://t.co/cK08L6yvm3
- English · 原文Eh... I had higher hopes so far with $IQE than 3x+. There's still time though. https://t.co/cK08L6yvm3中文 · 翻译呃……我对 $IQE 的期望本来比三倍还高。 不过还有时间。https://t.co/cK08L6yvm3
- English · 原文AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them. There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.中文 · 翻译根据 $NVDA 黄仁勋的预测，到 2030 年，AI 资本支出预计将达到“每年 3 到 4 万亿美元”。 你还是不够乐观。 保持敞口、掌握 AI 王国的钥匙或许是个好主意： -> $AXTI 通过光子学掌控材料建设。 -> $SOI 通过硅光子学掌控 AI 建设。 -> $SIVE 掌控 CPO 的激光瓶颈环节。 -> $IQE 掌控西方光子学外延片供应链。 这些公司最初都很小，但预计数万亿美元的资本支出会逐渐流向它们。 其他行业还有更多例子。 -> AI 资本支出流向像 $NBIS 这样的 Neocloud。 -> AI 资本支出流向像 $MU 和 $SNDK 这样的存储器。 而且，很多过去 20 年里被视为“大宗商品”材料或“科研项目”的东西，突然间迎来了指数级的 TAM 扩张。 我们正在见证人工智能+物理 AI 带来的下一次工业革命。
- English · 原文AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them. There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.中文 · 翻译根据 $NVDA 黄仁勋的预测，到 2030 年，AI 资本支出预计将达到“每年 3 到 4 万亿美元”。 你还是不够乐观。 保持敞口、掌握 AI 王国的钥匙或许是个好主意： -> $AXTI 通过光子学掌控材料建设。 -> $SOI 通过硅光子学掌控 AI 建设。 -> $SIVE 掌控 CPO 的激光瓶颈环节。 -> $IQE 掌控西方光子学外延片供应链。 这些公司最初都很小，但预计数万亿美元的资本支出会逐渐流向它们。 其他行业还有更多例子。 -> AI 资本支出流向像 $NBIS 这样的 Neocloud。 -> AI 资本支出流向像 $MU 和 $SNDK 这样的存储器。 而且，很多过去 20 年里被视为“大宗商品”材料或“科研项目”的东西，突然间迎来了指数级的 TAM 扩张。 我们正在见证人工智能+物理 AI 带来的下一次工业革命。
- English · 原文European quantum/optical/glass chokepoints go BRRR? $ALRIB +8.35% $LPK +3.21% $IQE +5.68% $SOI +4.98% As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market. More CEOs should do the same, even if it’s small. https://t.co/BwxBnd2wDm中文 · 翻译欧洲的量子/光学/玻璃瓶颈正在疯狂爆发？ $ALRIB 上涨 8.35% $LPK 上涨 3.21% $IQE 上涨 5.68% $SOI 上涨 4.98% 顺便说一句，LPKF 的 CEO 在市场上买了自家股票，这对散户来说是个不错的信心信号。 更多 CEO 应该这样做，哪怕只是小额买入。https://t.co/BwxBnd2wDm
在其他光模块产业链标的上也有持续观点
MU 之外，以下标的同样收录于其观点库：