原标题: 专门写给我的中文读者: 绿的谐波(LeaderDrive,688017,577.3亿人民币)是我在布局人形机器人赛道时最青睐的中国上市标的。 他们的业务涵盖: 谐波减速器(据称占有超过60%的国内市场份额,以及1800多家全球客户) 人形机器人旋转关节减速器
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/05 10:31
Tweet from @aleabitoreddit (opinion/NFA): 专门写给我的中文读者: 绿的谐波(LeaderDrive,688017,577.3亿人民币)是我在布局人形机器人赛道时最青睐的中国上市标的。 他们的业务涵盖: 谐波减速器(据称占有超过60%的国内市场份额,以及1800多家全球客户) 人形机器人旋转关节减速器 直线执行器 电机/关节,以及许多其他核心零部件。 并且他们正在进军行星滚柱丝杠(planetary roller screws)领域。 目前占据着绝对的主导地位:超过60%的国内市场份额以及1800多家全球客户。 主要客户包括优傲机器人(Universal Robots)、优必选(UBTech)、智元机器人(Agibot),而特斯拉(Tesla)、Figure 以及绝大多数其他人形机器人研发商都很可能是他们的潜在客户。 如果你看一下这些零部件的 BOM(物料清单),粗略估计它们占到了每台研发出的
中文摘要 Serenity称绿的谐波是其布局人形机器人赛道最青睐的中国上市标的,业务覆盖谐波减速器、关节、电机及行星滚柱丝杠等。
原标题: Inflation in Europe is rising rapidly: Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022. This also marks the largest monthly increase in costs for firms over the last 4 years. Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years. The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026. This surge has been primarily driven by rising energy and raw material costs. Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices. As a result, factories are forced to pass higher
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 09:37
观点/NFA: Inflation in Europe is rising rapidly: Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022. This also marks the largest monthly increase in costs for firms over the last 4 years. Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.
中文摘要 Kobeissi称,欧元区5月制造业投入价格PMI升至80,产出价格升至62,能源、原材料成本和供应链延迟推高通胀压力。
原标题: $AAOI is one of the names I keep averaging up on since $28.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/05 08:46
Tweet from @aleabitoreddit (opinion/NFA): $AAOI is one of the names I keep averaging up on since $28. Just from random shower thoughts… I feel like it’s just imminent to double or triple if they execute? There’s just too much demand for 800g/1.6T optical transceivers… Then this company is targeting the largest capacity in the US, with extreme vertical integration. I think something to keep in mind is sovereign DCs / T2
中文摘要 Serenity表示自28美元以来持续加仓AAOI,认为若公司执行顺利,800G和1.6T光收发器需求可能带来显著上涨空间。
原标题: BREAKING: Assets in US money market funds surged +$66 billion in the week ending May 28th, to a record $8.28 trillion. +$41 billion of that came in a single day as investors rebalanced their portfolios ahead of month-end. Year-to-date, money market funds have attracted +$172 billion in total inflows. Since the 2020 pandemic, total assets have soared +112%, or +$4.4 trillion. This comes as the market is pricing in a ~60% probability of a Fed rate hike this year, supporting demand for short-term cash-like assets. Meanwhile, the 7-day average yield for US money market funds stood at 3.34% as of May 28th. Investors are anticipating the Fed's next move.
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 08:26
观点/NFA: BREAKING: Assets in US money market funds surged +$66 billion in the week ending May 28th, to a record $8.28 trillion. +$41 billion of that came in a single day as investors rebalanced their portfolios ahead of month-end. Year-to-date, money market funds have attracted +$172 billion in total inflows
中文摘要 Kobeissi称,截至5月28日当周美国货币市场基金流入660亿美元,总资产达8.28万亿美元,短期现金类资产需求仍强。
原标题: Anthropic: “Urges Global Pause in AI Development” Translation: “please let us take the lead, stop building!” Regardless, statement
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/05 08:03
Tweet from @aleabitoreddit (opinion/NFA): Anthropic: “Urges Global Pause in AI Development” Translation: “please let us take the lead, stop building!” Regardless, statements like this encourage every Country to start investing in AI. Implications are profound from fields of medicine, math, and basically everything. — Serenity (@aleabitoreddit) Jun 5, 2026
中文摘要 Serenity评论Anthropic呼吁全球暂停AI开发,认为此类表态反而会促使各国加大AI投资,并影响医疗等领域发展。
原标题: US inflation is set to rise further: ISM Services Prices rose +0.6 points in May, to 71.3, the highest since August 2022. Since February, the index has risen +8.3 points, the biggest 3-month increase since 2021. Diesel, gasoline, oil, and related commodities were the most frequently cited as "up in price" in the survey. In May alone, no commodities were reported as "down in price." Historically, rapidly rising services prices have led CPI inflation with a ~3-month lag. The current reading suggests CPI could rise above 5.0% for the first time since early 2023, from the 3.8% seen in April. Inflation pressures are mounting.
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 07:31
观点/NFA: US inflation is set to rise further: ISM Services Prices rose +0.6 points in May, to 71.3, the highest since August 2022. Since February, the index has risen +8.3 points, the biggest 3-month increase since 2021. Diesel, gasoline, oil, and related commodities were the most frequently cited as "up in
中文摘要 Kobeissi称,美国5月ISM服务业价格指数升至71.3,柴油、汽油、原油等涨价频繁,或预示CPI通胀继续上行。
原标题: A Sequence of Charts on Gold
public RSS | opinion/NFA
Tavi Costa · 06/05 07:09
观点/NFA: A Bottoming Process
中文摘要 Tavi Costa以多张黄金相关图表讨论市场走势,文章主题指向黄金可能处于筑底过程,但未在摘要中给出具体交易结论。
原标题: BREAKING: President Trump says he would be "honored" to meet Iranian Supreme Leader Mojtaba Khamenei "if it was to make a deal." Such a meeting would mark the first ever face-to-face meeting between a sitting US President and an Iranian Supreme Leader.
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 05:26
观点/NFA: BREAKING: President Trump says he would be "honored" to meet Iranian Supreme Leader Mojtaba Khamenei "if it was to make a deal." Such a meeting would mark the first ever face-to-face meeting between a sitting US President and an Iranian Supreme Leader. — The Kobeissi Letter (@KobeissiLetter) Jun 4,
中文摘要 Kobeissi称,特朗普表示若有助于达成协议,将“荣幸”会见伊朗最高领袖Mojtaba Khamenei,或成历史性面对面会晤。
原标题: Chinese investors are dumping Hong Kong stocks at a record pace: Hong Kong equity ETFs listed in China posted a record -$3.7 billion in outflows last week, the largest weekly outflow on record. This marks the 5th consecutive weekly outflow and the 10th over the last 12 weeks. By comparison, Hong Kong stock ETFs saw 11 weekly outflows during the entire 2025. Capital is rotating into China-listed semiconductor and AI-linked stocks, which investors view as more direct beneficiaries of the AI boom. Even a +10% surge in Tencent on Tuesday failed to stop the outflows, with mainland Chinese investors using the rally as an opportunity to exit ~$268 million worth of its shares during the same day. Ch
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 02:51
观点/NFA: Chinese investors are dumping Hong Kong stocks at a record pace: Hong Kong equity ETFs listed in China posted a record -$3.7 billion in outflows last week, the largest weekly outflow on record. This marks the 5th consecutive weekly outflow and the 10th over the last 12 weeks. By comparison, Hong Kon
中文摘要 Kobeissi称,中国上市港股ETF上周流出37亿美元,为纪录最高,资金转向A股半导体和AI相关股票。
原标题: Adam Kobeissi LIVE next on Fox Business!
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 02:35
观点/NFA: Adam Kobeissi LIVE next on Fox Business!Adam Kobeissi (@TKL_Adam)I am joining Charles Payne, @cvpayne, on Fox Business today at 2:30 PM ET to give an update on @KobeissiLetter's "own assets or be left behind" thesis. Also discussing our outlook for the AI trade, S&P 500, gold, oil, and more. We see
中文摘要 Kobeissi预告Adam Kobeissi将上Fox Business,讨论“拥有资产或被落下”观点,以及AI交易、标普500等市场展望。
原标题: The most costly trade of the last 12 months was investing in crypto over AI. Will that change?
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 01:35
观点/NFA: The most costly trade of the last 12 months was investing in crypto over AI. Will that change? Video The Kobeissi Letter (@KobeissiLetter)It's official. MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion. In other words, after 6 years of buying Bitcoin, the
中文摘要 Kobeissi称,过去12个月最昂贵的交易是投资加密资产而非AI,并提到MicroStrategy面临108亿美元未实现亏损。
原标题: Nvidia is diverging from the rest of the chip sector: Nvidia, $NVDA, and the Semiconductor Index, $SOX, have moved in opposite directions on ~50% of all trading sessions over the last 50 trading days, near the highest frequency since the bull market started in 2022. This percentage has more than quadrupled since the start of April. Over this period, $SOX has surged +84% while $NVDA has risen +24%. By comparison, $NVDA returned +277% while $SOX returned +70% from 2024 through 2025. Throughout those 2 years, this metric fluctuated between 10% and 40%, when $NVDA was driving the sector higher. The semiconductor rally has expanded well beyond Nvidia this year.
public RSS | opinion/NFA
The Kobeissi Letter · 06/05 00:55
观点/NFA: Nvidia is diverging from the rest of the chip sector: Nvidia, $NVDA, and the Semiconductor Index, $SOX, have moved in opposite directions on ~50% of all trading sessions over the last 50 trading days, near the highest frequency since the bull market started in 2022. This percentage has more than qua
中文摘要 Kobeissi称,近50个交易日英伟达与SOX指数约半数时间反向波动,今年半导体上涨已不再仅由英伟达驱动。
原标题: $RDDT was driving me insane. > massive earnings beat > just printing FCF since they’re too profitable > 69% Y/Y revenue growth.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 23:08
Tweet from @aleabitoreddit (opinion/NFA): $RDDT was driving me insane. > massive earnings beat > just printing FCF since they’re too profitable > 69% Y/Y revenue growth. > biggest moat against AI vibe coding from network effect > 91.5% gross margin. Was just flat for months. Glad to see it getting more attention.Serenity (@aleabitoreddit) $RDDT is getting ridiculous. Looks completely mispriced. Now down 40% over the pa
中文摘要 Serenity称RDDT业绩大幅超预期、自由现金流强、收入同比增69%、毛利率91.5%,此前横盘数月令其困惑。
原标题: Found this news funny about a new Swedish Hedge fund: Origo’s fund has lost substantial money shorting $SIVE.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 21:04
Tweet from @aleabitoreddit (opinion/NFA): Found this news funny about a new Swedish Hedge fund: Origo’s fund has lost substantial money shorting $SIVE. “The loss is one of the biggest this year" Many of these Swedish hedge funds are now heavily underwater. Just as an accidental byproduct of $SIVE being a core part of the CPO supercycle. Starting to make more sense why there’s a lot of false news being published. Especi
中文摘要 Serenity转述称瑞典对冲基金Origo因做空SIVE蒙受重大损失,并称多家瑞典对冲基金目前处于严重亏损状态。
原标题: This timeline keeps getting more and more unreal… $NVDA Jensen Huang to meet Faker (League of Legends) I did talk with Jensen few
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 17:25
Tweet from @aleabitoreddit (opinion/NFA): This timeline keeps getting more and more unreal… $NVDA Jensen Huang to meet Faker (League of Legends) I did talk with Jensen few years back about PUBG and GPU shortages for mining. And he was enthusiastic about ideas for cross-platform gaming + getting enough allocation to gamers. Fast forward to now, feels like Nvidia kinda ignored gamers… for AI, which is understandable. So
中文摘要 Serenity称英伟达黄仁勋将会见《英雄联盟》选手Faker,并回忆曾与其讨论PUBG、GPU短缺和跨平台游戏想法。
原标题: LOL. I’m honestly laughing there’s new media articles for each one of my X posts.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 16:34
Tweet from @aleabitoreddit (opinion/NFA): LOL. I’m honestly laughing there’s new media articles for each one of my X posts. I appreciate any objective coverage though since it helps combat a lot of the disinformation online. Am I that popular now?Serenity (@aleabitoreddit) $SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuanc
中文摘要 Serenity表示近期每条X帖子似乎都会引发媒体文章,称欢迎客观报道,认为这有助于对抗网络上的错误信息。
原标题: $SIVE looks like both a chokepoint and a bottleneck for CPO next year.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 15:15
Tweet from @aleabitoreddit (opinion/NFA): $SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuances. Here’s the reason why: 1. CW lasers are bottlenecked signaled by $LITE earnings. Laser fabs are heavily allocated to EML likely from former $NVDA contracts. -> Sumitomo/Furukawa = bottleneck -> Win Semi = bottleneck $SIVE does f
中文摘要 Serenity称SIVE在明年CPO领域或兼具关键环节和瓶颈属性,并指出CW激光器供应紧张等因素支持其判断。
原标题: I now am the #1 most subscribed to account on the entire X platform!
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 12:24
Tweet from @aleabitoreddit (opinion/NFA): I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal.Jbam (@Jbamn)congrats on becoming #1 most subscribed X account!— https://x.com/Jbamn/status/2062335737454907626 — Serenity (@aleabitoreddit) Jun 4, 2026
中文摘要 Serenity称自己当天超过Elon Musk,成为整个X平台订阅数最高账号,并感谢关注者帮助其实现该目标。
原标题: Yeah… I think all your upstream semi supply chain companies are going much higher.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 11:39
Tweet from @aleabitoreddit (opinion/NFA): Yeah… I think all your upstream semi supply chain companies are going much higher. Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030. Revised up from $4.5T from Q1 earnings. “Aggregate capex est. $7.6 trillion between 2026 and 2031.” And it flows upward to these tiny chokepoints like
中文摘要 Serenity称上游半导体供应链公司可能继续上涨,并提到高盛预计四大超大规模云厂商2025至2030年资本开支合计5.3万亿美元。
原标题: Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 10:00
Tweet from @aleabitoreddit (opinion/NFA): Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co. So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills… To ban any form of innovation or competition against banks, with things like yields. And nuking liquidity as they go (but strengthens the USD) Valuations do seem compell
中文摘要 Serenity称COIN、HOOD、CRCL等又到关键时刻,并批评所谓友好政府和战略储备背景下的Clarity Act相关立法。
原标题: Just some random notes about $AVGO earnings transcript - Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that t
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/04 07:56
Tweet from @aleabitoreddit (opinion/NFA): Just some random notes about $AVGO earnings transcript - Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop) Remember $NVDA Jensen comments about $MRVL $1T company around networking/connectivity/interconnects? - “So as the TPUs continue to accelerate, there’ll be pressure overall on margins. But the connectivity sid
中文摘要 Serenity整理AVGO财报电话会要点,称公司重申2027年1000亿美元以上收入目标,但市场或原本期待上调指引。
原标题: Right at the 200
public RSS | opinion/NFA
Tavi Costa · 06/04 06:29
观点/NFA: Sentiment Check
中文摘要 Tavi Costa以“Right at the 200”为题进行情绪检查,文章围绕市场在关键均线附近的表现展开观点分析。
原标题: EU CHIPS Act 2.0 proposal is now released.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 22:14
Tweet from @aleabitoreddit (opinion/NFA): EU CHIPS Act 2.0 proposal is now released. Great news: Photonics is now confirmed to be the new structural addition to EU policy. This is thematically bullish for the EU photonics sector. Thematically: - "This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies" - "building and strengthening advan
中文摘要 Serenity称欧盟CHIPS Act 2.0提案已发布,光子学被确认为欧盟政策的新结构性组成部分,利好欧洲光子产业主题。
原标题: The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for wa
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 19:50
Tweet from @aleabitoreddit (opinion/NFA): The difference between NASDAQ and EU listing: $POET: $2.4B MC -> Packages Sivers lasers -> One $50m pre-production contract for warrants > $XFAB: $1.7B MC ->SiC/GaN/MEMS/Silicon Photonics Foundry backed with EU CHIPS ACT, US CHIPS ACT PMT -> Below replacement P/B value -> $NVDA, $NOK direct eval of their pre-commercial SiPH foundry, volume ramping 2027/2028 -> $XFAB leading hig
中文摘要 Serenity以POET和XFAB为例,比较纳斯达克与欧洲市场估值差异,提到XFAB具备SiC、GaN、MEMS和硅光代工属性。
原标题: Wow, only 1K more subscribers until I overtake Elon Musk!
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 19:00
Tweet from @aleabitoreddit (opinion/NFA): Wow, only 1K more subscribers until I overtake Elon Musk! Right now I’m at 46K. Elon is at 47K. Then I’ll hold the crown of the #1 most subscribed to person on the entire X platform? What a fun timeline. — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity称其X订阅数达到4.6万,距Elon Musk的4.7万仅差1000人,若超过将成为平台订阅数第一账号。
原标题: Fun to see my highest conviction Neocloud pick in $NBIS age well.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 18:17
Tweet from @aleabitoreddit (opinion/NFA): Fun to see my highest conviction Neocloud pick in $NBIS age well. I wrote a thesis last year on the Neocloud sector becoming a major theme. And then picked the King. -> Nebius is #1 out of the entire sector from $IREN to $CRWV. $84 -> $260. Thesis validated by markets.Serenity (@aleabitoreddit)Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This i
中文摘要 Serenity称去年提出Neocloud赛道将成重要主题,并将NBIS列为最高信念标的,认为其表现优于IREN、CRWV等同类。
原标题: GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 15:50
Tweet from @aleabitoreddit (opinion/NFA): GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners. From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO). This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosyste
中文摘要 Serenity称Ayar加入Nvidia NVLink Fusion后,SIVE可能成为英伟达NVLink CPO供应链生态中关键激光来源之一。
原标题: Chart of the Week - The Speculation Generation
public RSS | opinion/NFA
The Weekly ChartStorm · 06/03 15:04
观点/NFA: A Generational Shift in Investing has occurred...
中文摘要 The Weekly ChartStorm称投资领域出现代际转变,本期图表聚焦“投机一代”及其对市场行为和资产偏好的影响。
原标题: Wow… new extremely transformative news got released today.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 14:51
Tweet from @aleabitoreddit (opinion/NFA): Wow… new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidia’s optical infrastructure supply chains. Can anyone guess the name? — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity称当天发布的消息具有转折意义,可能使某光子公司成为英伟达NVLink Fusion CPO生态中的上游激光瓶颈。
原标题: Europe is releasing its Tech Sovereignty Package, today June 3rd.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 13:37
Tweet from @aleabitoreddit (opinion/NFA): Europe is releasing its Tech Sovereignty Package, today June 3rd. This includes, CHIPS ACT 2.0, which is expected to prioritize photonics. Both $XFAB and $SIVE are highlighted in the Industry Policy Blueprints, which guides EU legislation. This proposes sovereign backing with €30–500 million financing facilities per company and revenue demand incentivizes. To bridge early Europ
中文摘要 Serenity称欧洲6月3日发布Tech Sovereignty Package,其中CHIPS Act 2.0预计优先支持光子学,XFAB和SIVE被点名。
原标题: Is majority of the next generation stuck in the permanent underclass?
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 10:41
Tweet from @aleabitoreddit (opinion/NFA): Is majority of the next generation stuck in the permanent underclass? > Missed out on gaining control of AI through ownership of infra/compute today > Majority of jobs getting replaced by AI > Housing more expensive > Inflation makes cost of living go brrr. Gg? — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity讨论下一代面临的结构性压力,包括未能通过基础设施和算力拥有AI、AI替代就业、住房昂贵和通胀侵蚀成本。
原标题: There we go. My CPO longs in Taiwan are finally starting to take off today.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 09:18
Tweet from @aleabitoreddit (opinion/NFA): There we go. My CPO longs in Taiwan are finally starting to take off today. Shunsin +10% Foci +10% Xintec +10% Just waiting on Win Semi, Msscorp, and Nextronics to catch up. — Serenity (@aleabitoreddit) Jun 3, 2026
中文摘要 Serenity称其台湾CPO多头当天开始启动,Shunsin、Foci、Xintec均涨约10%,并等待Win Semi等标的跟进。
原标题: Good times with $AEHR, it’s now ~$3.5B MC.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 07:51
Tweet from @aleabitoreddit (opinion/NFA): Good times with $AEHR, it’s now ~$3.5B MC. Haven’t mentioned it as much since there’s nothing too new. Just waiting on volume orders for these types of players like $LPK, and others.Serenity (@aleabitoreddit) $AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated cust
中文摘要 Serenity称AEHR目前市值约35亿美元,近期缺少新进展,因此提及较少,仍在等待AEHR、LPK等公司的批量订单。
原标题: Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/03 04:54
Tweet from @aleabitoreddit (opinion/NFA): Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS. He actually gave a $1T price target this time with Marvell. Marvell up 35% with one remark…Serenity (@aleabitoreddit) $NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen
中文摘要 Serenity称应更信任黄仁勋对MRVL的看法,并表示Marvell因其关于万亿美元公司的评论上涨35%。
原标题: $LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/02 22:19
Tweet from @aleabitoreddit (opinion/NFA): $LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables. My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW. Sivers + GFS SiPH reference laser news, alongside the +54% increase today. Is just one step of the way. — Serenity (@aleabitoreddit) Jun 2, 2026
中文摘要 Serenity称LITE曾凭EML和可插拔模块两年内从30亿美元涨至750亿美元,并认为SIVE可能借CPO、可插拔和CW走出类似路径。
原标题: Tbh $XFAB lowkey reminds me of early $TSEM.
@aleabitoreddit | actual tweet feed | opinion/NFA | no login/cookies
Serenity 观察 · 06/02 21:17
Tweet from @aleabitoreddit (opinion/NFA): Tbh $XFAB lowkey reminds me of early $TSEM. Just sub You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB) While getting CHIPS act/Gov grants to subsidize capex. While leading the Europe’s effort to build a photonics supply chain. Feels like that alone would justify valuations… but you get the pow
中文摘要 Serenity称XFAB类似早期TSEM,强调其硅光代工获得英伟达和诺基亚验证,并有CHIPS Act及政府补贴支持。
原标题: Weekly S&P500 ChartStorm - 31 May 2026
public RSS | opinion/NFA
The Weekly ChartStorm · 05/31 12:06
观点/NFA: This week: monthly chart, the age of speculation, risk flags, opportunity signs, emerging markets adjusted for AI stocks, AI earnings euphoria...
中文摘要 The Weekly ChartStorm本周覆盖标普500月线、投机时代、风险信号、机会迹象、新兴市场和AI股票财报亢奋等主题。
原标题: Run It Hot, Yet Again
public RSS | opinion/NFA
The Macro Compass · 05/26 14:18
观点/NFA: I am back with a healthy dose of macro analysis for you
中文摘要 The Macro Compass称作者回归并带来一轮宏观分析,文章以“Run It Hot, Yet Again”为题讨论经济和市场环境。
原标题: All You Need To Know About Warsh
public RSS | opinion/NFA
The Macro Compass · 02/10 18:04
观点/NFA: Let's Look Into The New Fed Chair
中文摘要 The Macro Compass以Warsh为主题,称文章将梳理这位新美联储主席相关人物和政策背景,为读者提供关键信息。
原标题: ABSOLUTE FINAL CALL: Steno Signals #207 – The Grand Tour of All the Leading Indicators
public RSS | opinion/NFA
Stenos Signals · 07/31 16:46
观点/NFA: Having been on vacation for a couple of weeks, I updated all of our leading indicators first thing upon returning to the office. Here’s your must-read guided tour throughour major leading indicators.
中文摘要 Steno Signals称作者休假后更新全部主要领先指标,本期以“领先指标大巡礼”为主题,提供一份必读导览。
原标题: FINAL CALL: Steno Signals #206 – Is the GENIUS Act in fact an act of genius?
public RSS | opinion/NFA
Stenos Signals · 07/23 23:53
观点/NFA: The GENIUS Act, signed into law by Trump late last week, may have a lasting impact on everything from monetary to fiscal policy. There are signs of a tech revolution unfolding beneath the hood.
中文摘要 Steno Signals讨论特朗普上周签署的GENIUS Act,称该法案可能对货币政策、财政政策和科技革命产生持久影响。
原标题: Economic and Market Stability Hinges on These Questions
public RSS | opinion/NFA
Mohamed El-Erian · 04/12 02:29
观点/NFA: The US government needs to reassure markets.
中文摘要 Mohamed El-Erian在彭博观点文章中称,美国政府需要向市场提供安抚,经济和市场稳定取决于若干关键问题。
原标题: The Fed Must Resist Repeating Past Mistakes
public RSS | opinion/NFA
Mohamed El-Erian · 04/08 16:30
观点/NFA: Markets have been trained to expect lower rates at the first sign of volatility. Powell mustn’t give in to temptation.
中文摘要 Mohamed El-Erian称,市场已习惯在波动初现时期待降息,鲍威尔领导的美联储不应屈服于这种诱惑。