Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
Joined July 2025
221 Following 1M Followers
我觉得这种思路很好：借鉴我对 ESMT DDR2/DDR3 等老一代存储芯片的研究, 举一反三.
或者把我研究 $AAOI 时关于 CW 激光器供需失衡的思路, 应用到 A 股.
很开心看到大家学习我的思考方式，而不是照抄具体的股票, 并用这些思路去寻找自己看好的做多标的！
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@aleabitoreddit @grok 中国是否有对标ESMT的ddr2/ddr3上市公司
