枫
235 posts


How's that 23% taste my friends? LMFAO I love, love this stock. $AAOI $AAOX
HeidingOut@HeidingOut
Scalping $AAOX not sure I'm trusting this move. In/out quickly at least for now. $53.79 is my entry. $AAOI
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@ipodvae Just bought more $AAOX I refuse to let the zionist regime defeat us
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@ipodvae Normal dude these moves don’t phase me anymore. This are these times that seperate the homosexuals from the alpha males.
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【中船特气】业绩说明会重点一览亮点多多,公司目前订单饱满,三星、海力士等重点客户加速导入及提份额,公司已做好充分准备进入提价周期,未来是量价齐升。我通俗的总结一下,给大家参考
1、#公司在手订单非常饱满,三星、海力士等重点客户加速导入及提份额——
原文:公司【提升集成电路先进制程及境外客户比重】,【目前六氟化钨产品订单充足】,产能利用率和销量处于较高水平。公司密切关注供需形势变化和客户诉求,积极开拓境内外增量市场。与境外重点客户保持通畅的联系及长期的合作关系,【有关业务合作在持续推进中】。
2、#公司已做好充分准备进入提价周期——
原文:自2026年开始,公司六氟化钨产品在主要客户端调价周期,已由原年度议价调整为季度议价为主。现阶段,【部分客户已实施月度议价】,【以期更及时、准确反映供需关系和市场化经营理念】。
3、#公司精准控制新产能投产节奏,未来量价齐升——
原文:公司年产3383吨电子气体项目(包括1000吨六氟化钨)整体建设期间为12个月至18个月,预计于2027年二季度达到预定可使用状态。公司将依据实际市场需求,【适时释放新增产能】。
4、#公司六氟化钨产品质量完全满足海外一线客户最先进产品要求——
原文:公司当前六氟化钨已完全满足3D NAND、HBM及先进逻辑芯片制程需求。
#AI、#半导体
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@ipodvae It’s about to explode higher. Not yet though still a little too early. I’ll post when I get back in it heavy. It’s coming. If you are in shares sit tight, touch grass.
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@retard3dinvst0r It looks like the market is set for another sharp drop today。。。。
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@OjBobbyJoh @aleabitoreddit $LASE is gonna explode soon I think, waiting for earnings in 4 days
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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 for the 5x?
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@stockplaymaker1 New play everyday but I’m eyeing $LASE $QUCY $RKTO for another pump
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