作者反思三个月前市场对存储芯片的普遍悲观情绪，随后MU、SNDK、EWY、SK海力士和三星大幅上涨。他们警告不要追随叙事潮流，并认为光通信名称可能处于类似早期阶段，光子学和存储是两
作者反思三个月前市场对存储芯片的普遍悲观情绪，随后MU、SNDK、EWY、SK海力士和三星大幅上涨。他们警告不要追随叙事潮流，并认为光通信名称可能处于类似早期阶段，光子学和存储是两大主题。
“Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028. Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc." Probably same thing now with optical names and their projections into 2027, 2028. I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.”原帖：X / @aleabitoreddit ↗