OKLO · Serenity 持续观点

Serenity @aleabitoreddit

44.8万

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

OKLO 观点中性（看多 0 · 看空 0）

被提及作为上市后能引起关注和市场兴奋的对比范例。

最近发言：2026/10/08 08:27 · 无信心分

8-10 分观点使用大徽标▲ 看多▼ 看空● 提及

历史观点（2 条，最新在上）

2026/10/08 08:27UTC提及跳转 X 原文 →
English · 原文
$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement. Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day). Big fan of humanoids, pretty confident physical AI shift is coming next. I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens
2026/10/08 08:27UTC提及跳转 X 原文 →
中文 · 翻译
$CCXI 看起来要在 2026 年第四季度上市。我希望，如果他们能引起足够多的关注，它能有点像 $OKLO。前几天看了投资者介绍会，就等它很快上市了（我个人前几天也加仓了一些）。我是人形机器人的一大粉丝，非常有信心实体 AI 转型即将到来。我个人在它提交申请阶段不太关注股价走势，好戏通常在股票代码变动后才开始。我们拭目以待吧。
2026/09/06 14:23UTC提及跳转 X 原文 →
English · 原文
I asked OpenAI Astra Ultra + Anthropic Fable 5.1 Max to make me a 5x-10x return type portfolio in 1 year. Burnt a lot of credits, and the results are in: OpenAI: - $KYTX (autoimmune CAR-T results) - $PRQR (human RNA-editing datasets) - $VSTM (KRAS cancer-drug) - $CNTB (asthma and COPD) - $RANI (oral biologics) - $IVA (MASH) - $SILC (networking + inference hardware) - $AMPX (batteries) - $EOSE (batteries) - $ZVRA (rare-disease drug growth) Anthropic: - $INO (respiratory papillomatosis) - $CAPR (PDUFA for deramiocel) - $GOSS (seralutinib) - $SLS (Phase 3 binary) - $IREN (familiar face) - $WULF (familiar face) - $OKLO (nuclear) - $SMR (nuclear) - $RGTI (quantum) - $QBTS (quantum) *Disclosure don't own any of these aside from 1 share in IREN, not a recommendation, just TLDR of LLM output for educational purposes. So very interesting results: Our beloved AGI Astra prefers really obscure biotech I've never heard about. And a few familiar names like $EOSE and $AMPX. And Fable... yeah idk, feels like it learned a little too much from /r/wallstreetbets and X but maybe it's right, who knows. Anyway no judgement, I'll save this and revisit it in a few months. If one of them actually delivers... I'll be impressed.
2026/09/06 14:23UTC提及跳转 X 原文 →
中文 · 翻译
我让 OpenAI Astra Ultra + Anthropic Fable 5.1 Max 给我整一个一年内能有 5 到 10 倍回报率的投资组合。烧了不少积分（credits），结果出来了： OpenAI： - $KYTX (自身免疫性疾病 CAR-T 疗法结果) - $PRQR (人类 RNA 编辑数据集) - $VSTM (KRAS 癌症药物) - $CNTB (哮喘和慢性阻塞性肺疾病) - $RANI (口服生物制剂) - $IVA (MASH - 代谢功能障碍相关脂肪性肝炎) - $SILC (网络 + 推理硬件) - $AMPX (电池) - $EOSE (电池) - $ZVRA (罕见病药物增长) Anthropic： - $INO (呼吸道乳头状瘤病) - $CAPR (deramiocel 的 PDUFA 审批) - $GOSS (seralutinib) - $SLS (三期临床结果公布) - $IREN (熟面孔) - $WULF (熟面孔) - $OKLO (核能) - $SMR (核能) - $RGTI (量子计算) - $QBTS (量子计算) *声明：除了 $IREN 有一股，其他这些我都没持有，这不构成投资建议，只是 LLM 输出的总结，用于教育目的。结果还挺有意思的：我们“亲爱”的 AGI Astra 偏爱我都没听过的非常冷门的生物科技股。还有一些比较熟悉的名字，比如 $EOSE 和 $AMPX。而 Fable 嘛……好吧，说不清，感觉它是不是从 /r/wallstreetbets 和 X 上学多了点东西，但也许它说得对呢，谁知道呢。反正不作评价，我会把这个保存下来，几个月后再来看。如果其中真有哪一只实现了目标……那我可就服了。

在其他光模块产业链标的上也有持续观点

OKLO 之外，以下标的同样收录于其观点库：

$SIVE · 269 条观点 $NVDA · 170 条观点 $AAOI · 159 条观点

全部跟踪标的 →机构、内部人士与国会议员持仓动态 →

历史观点（2 条，最新在上）

2026/10/08 08:27UTC提及跳转 X 原文 →

English · 原文

$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement. Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day). Big fan of humanoids, pretty confident physical AI shift is coming next. I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens

2026/10/08 08:27UTC提及跳转 X 原文 →

中文 · 翻译

$CCXI 看起来要在 2026 年第四季度上市。我希望，如果他们能引起足够多的关注，它能有点像 $OKLO。前几天看了投资者介绍会，就等它很快上市了（我个人前几天也加仓了一些）。我是人形机器人的一大粉丝，非常有信心实体 AI 转型即将到来。我个人在它提交申请阶段不太关注股价走势，好戏通常在股票代码变动后才开始。我们拭目以待吧。

2026/09/06 14:23UTC提及跳转 X 原文 →

English · 原文

I asked OpenAI Astra Ultra + Anthropic Fable 5.1 Max to make me a 5x-10x return type portfolio in 1 year. Burnt a lot of credits, and the results are in: OpenAI: - $KYTX (autoimmune CAR-T results) - $PRQR (human RNA-editing datasets) - $VSTM (KRAS cancer-drug) - $CNTB (asthma and COPD) - $RANI (oral biologics) - $IVA (MASH) - $SILC (networking + inference hardware) - $AMPX (batteries) - $EOSE (batteries) - $ZVRA (rare-disease drug growth) Anthropic: - $INO (respiratory papillomatosis) - $CAPR (PDUFA for deramiocel) - $GOSS (seralutinib) - $SLS (Phase 3 binary) - $IREN (familiar face) - $WULF (familiar face) - $OKLO (nuclear) - $SMR (nuclear) - $RGTI (quantum) - $QBTS (quantum) *Disclosure don't own any of these aside from 1 share in IREN, not a recommendation, just TLDR of LLM output for educational purposes. So very interesting results: Our beloved AGI Astra prefers really obscure biotech I've never heard about. And a few familiar names like $EOSE and $AMPX. And Fable... yeah idk, feels like it learned a little too much from /r/wallstreetbets and X but maybe it's right, who knows. Anyway no judgement, I'll save this and revisit it in a few months. If one of them actually delivers... I'll be impressed.

2026/09/06 14:23UTC提及跳转 X 原文 →

中文 · 翻译

我让 OpenAI Astra Ultra + Anthropic Fable 5.1 Max 给我整一个一年内能有 5 到 10 倍回报率的投资组合。烧了不少积分（credits），结果出来了： OpenAI： - $KYTX (自身免疫性疾病 CAR-T 疗法结果) - $PRQR (人类 RNA 编辑数据集) - $VSTM (KRAS 癌症药物) - $CNTB (哮喘和慢性阻塞性肺疾病) - $RANI (口服生物制剂) - $IVA (MASH - 代谢功能障碍相关脂肪性肝炎) - $SILC (网络 + 推理硬件) - $AMPX (电池) - $EOSE (电池) - $ZVRA (罕见病药物增长) Anthropic： - $INO (呼吸道乳头状瘤病) - $CAPR (deramiocel 的 PDUFA 审批) - $GOSS (seralutinib) - $SLS (三期临床结果公布) - $IREN (熟面孔) - $WULF (熟面孔) - $OKLO (核能) - $SMR (核能) - $RGTI (量子计算) - $QBTS (量子计算) *声明：除了 $IREN 有一股，其他这些我都没持有，这不构成投资建议，只是 LLM 输出的总结，用于教育目的。结果还挺有意思的：我们“亲爱”的 AGI Astra 偏爱我都没听过的非常冷门的生物科技股。还有一些比较熟悉的名字，比如 $EOSE 和 $AMPX。而 Fable 嘛……好吧，说不清，感觉它是不是从 /r/wallstreetbets 和 X 上学多了点东西，但也许它说得对呢，谁知道呢。反正不作评价，我会把这个保存下来，几个月后再来看。如果其中真有哪一只实现了目标……那我可就服了。