
Riiiiich
203 posts




Shunsin (6451). Foxconn’s optical packaging/assembly arm. Previously 15-16% gross margins as OSAT but CPO/1.6T could be 30-35%, which brings blended up. Since they’re doing harder FAU optical alignment in $NVDA CPO supply chains. Compared to $FN or $ASX that trades in the tens of billions? This trades at… $1.4B MC with, fwd 2028 p/e likely compresses to single digits from personal projections, as Foxconn passes orders to them. Foxconn is massive. And de-risks this company. Pretty high conviction this ends up doubling soon. Just nobody knows about this company imo.


美股:这两个指标显示,现在不需要恐慌出售,可以分批买入 包括下图指标在内的3个指标显示,现在是可以分批买入美股的时刻; 刚出炉的CPI低于预期,也释放了一定的风险; 182.5-170分批买入 $NVDA 197-185分批买入 $AMZN $SPY $NVDA $AMZN $TSLA Two indicators show there’s no need to panic-sell now — it’s a time to scale in $SPX Three indicators, including the ones in the chart below, suggest that this is a good moment to start buying U.S. stocks in tranches. The freshly released CPI came in lower than expected, which has also helped reduce some risk. Bought $NVDA in stages between 182.5–170. Bought $AMZN in stages between 197–185. $SPY $NVDA $AMZN $TSLA














