Sole12343

There’s really nothing wrong with what you said. Old Ma said he loves retail investors too much and wants to give 30% to retail investors for new listings. Actually, it’s because institutions don’t want it—it's junk that can’t be sold, and it will be junk within a year.

What company is $IQE held by Serenity? IQE plc is a global leader in the supply of compound semiconductor epitaxial wafers. The company does not directly manufacture chips but specializes in using advanced processes such as MOCVD to grow highly complex, diversified compound semiconductor layers (such as GaAs, InP, GaN) on substrates. It is essential for modern wireless communication, 3D sensing, optical communication, and AI.

What company is serenity holding LPKF? LPKF Laser & Electronics SE is a global leader in high-precision laser micro-machining equipment manufacturing. The company specializes in using cutting-edge laser technology to perform ultra-fine cutting and drilling on electronic components, microchips, microfluidics, and solar cells. Its core "black technology" is its proprietary R&D.

Overseas experts recommend XFAB as a target.
## XFAB introduction
XFAB X-FAB is a globally leading professional foundry enterprise specializing in analog/mixed-signal integrated circuit semiconductor wafer processing. It does not blindly pursue advanced processes like TSMC’s 3nm, but instead deeply focuses on high-barrier niche markets such as automotive, industrial, and medical, with a focus on silicon carbide (SiC), microelectromechanical systems (MEMS), and specialized CMOS manufacturing processes.
## Core business proportion

People who write articles like this are always thinking about value for money. They always have a single-track transistor mindset: they also have a few common views.
1. Apple is the worst—its benchmark scores are the lowest, and its cost-performance ratio is the lowest.
2. Kimi DS’s price is 1/100, so you must be 100 times better; otherwise, you’re trash.

$ALMU Optical small company research The following is a comprehensive analysis of Aeluma: Company core business Aeluma

You really know how to compare. Xiaomi’s business lines include cars, smartphones, computers, AI large models, air conditioners, small appliances, and even pens; while Unitree’s business is just those robots, robot dogs, and a few products—always chasing R&D investment, but not R&D efficiency.

Many people have a fundamental logical error, thinking that these companies only do CPO. Buddy, these companies' financial reports are already so explosive even without selling CPO, and many companies haven't shipped any CPO at all.

How to view the American lunar three-phase roadmap
The first phase (now until 2029) will explore the lunar south pole with robotic missions and test key technologies;
The second phase (2029 to 2032) will begin building semi-permanent infrastructure and initiate early habitation and resupply systems;
The third phase (after 2032) will achieve regular astronaut rotations and continuous lunar surface activities, promoting long-term human living and working on the Moon.

Maybe you're right, but you can look at the financial reports, the convergence between PE and stock price.
At least currently, for many large-cap companies, the financial performance and stock price increase are reasonable.
Some small-cap stocks are really bubbles, with performance not matching their market value.
They might be given a high PE ratio just because of key factors like supply chain bottlenecks.

Four PCB concept companies listed in the US stock market
1. TTMI (Xunda Technology) — A truly leading high-end PCB manufacturing company
Company's core advantage:
The most authentic PCB manufacturing deep-value stock in the US market.
Specializing in ultra-high layer count boards (HLC) of 20-28 layers or more, high-density interconnect boards (HDI), and radio frequency (RF) components.
Its core moat lies in the dual-driven approach of "military defense + AI data centers."
As the largest PCB manufacturer in the United States

Changxin specifically when will it be listed
1. The overall process has a high degree of uncertainty; this article makes a projection based on the fastest scenario
2. Currently known: meeting on 5.27, passing the meeting --- submitting registration to obtain approval --- issuing underwriting filing and prospectus --- inquiry, subscription, listing and trading
3. Calculate time by process: submitting registration to obtain approval takes an average of 34 days, the fastest 8 days; issuing underwriting filing and prospectus takes an average of 3 days, the fastest 1 day

Why do I think Anthropic is better than OpenAI?
1. It has fewer lawsuits against it. Besides Sam Altman, OpenAI has been sued by The New York Times, numerous independent authors, and parents of teenagers.
In contrast, A-Company has two major lawsuits: one with an author, which has been settled, and another suing the U.S. Department of Defense.

Work out together with Claude what a reasonable market value for SpaceX should be.
1. Calculate SpaceX’s fair market value:
Starlink 4.4 trillion yuan
Rocket launches 2 trillion yuan
Xai 3 trillion yuan
X 600 billion yuan
Currently, the market value is 10 trillion USD, so the next step is to consider the Musk premium. Musk’s successful ventures—PayPal, Tesla, SpaceX, Starlink—are a series of “impossible missions” being delivered continuously; they’re unlikely to be repeated. A 30% premium should be applied.
2. Continue to consider SpaceX’s story-realization options.

dxyz vcx premium analysis
1. Don’t look at the two NAVs they announced. The valuation has lagged by more than 3 months, so it has no practical reference value.
2. The valuations that changed a lot over these five months are: anthropic, $350B → $900B; spacex, $800B → $1.75T; openai, $600B → $850B; Databricks, $55B → $134B; Shield AI, $5B → $12B ...
3. I’ll go straight to my calculation results:

Created a U.S. stock discussion group, everyone is welcome to join and exchange ideas, let's discuss U.S. stocks together #美股 #nvda #存储 #optical modules #SK hynix

SpaceX, OpenAI, Anthropic—what do you think they are worth?
1. This is a market valuation from a pre-IPO platform: SpaceX
$1.95 trillion OpenAI
$1.1 trillion Anthropic
$1.38 trillion Anthropic
2. I’m saying the valuation I think is reasonable: SpaceX
$2.5 trillion OpenAI
$50 million Anthropic
$1 trillion
3. Let me say what I think is the highest peak within six months after going public: SpaceX
$3 trillion OpenAI
$80 million Anthropic

看到一大堆人吹tradex，其实我1.28的时候推荐币安做海力士，那时候hype已经上海力士但是没有开盘，币安这种公司根本不知道市场需要什么

I feel Iran is completely outmatched in front of the United States. They instantly eliminated over 30 senior officials. Under top-tier technology, everything becomes transparent. Even Castro coming today wouldn't have his legendary status anymore.

Seeing a bunch of people discussing the relationship between oil and the sharp decline in Korean stock prices, I suspect these people might have a mental problem. Bro, this is war. If a terrorist with nuclear capabilities goes crazy, wouldn't high-tech stocks also plummet? As for why the Korean index hit the circuit breaker, the explanation is even simpler. The top two weights in this index are Samsung and SK Hynix, which have been completely crazy these days, rising too much. They've risen so much that there's more room to fall, that's all.