$ERIC · 海外大V持仓追踪

$ERIC 现在是什么情况？

最近有人说了 $ERIC 什么？

下面是最近 4 条提及 $ERIC 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-05中性原文
  Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.
  查看原帖 →
• 2026-05-01中性原文
  As for 3x brrrs these levels: 1. $SIVE 2. MSSCORP (6830) 3. Auros (322310) Are my best guesses. Here's my thought process: 1. $SIVE: I genuinely do see them being $10B+ next year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.
  查看原帖 →
• 2026-04-29中性原文
  Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle) The U.S. government doesn't just give out funding to random $1B Swedish companies. It's highly unusual. And there's probably something markets are missing. Since they got funding for: -> $RTX and $ERIC Beamformers (space/telecom). -> BAE Systems for STAR duplex arrays (radar jamming during electronic warfare) Defense Primes are likely using Sivers microchip IP to build the final products with this. As for the final products... What other space + military contractor applications are there involving LEO satellites? And I think you can guess. The defense primes aren't trying to play Taylor Swift Youtube videos in space... But the commercial spinoff can also be used for SpaceX/Amazon LEO Kuiper type applications. Regardless, you have the side of the AI photonics story, which is the core growth vertical. I'm most excited for photonics... but you also happen to get a company backed with U.S. CHIPS ACT embedded in Raytheon and BAE Systems for whatever black magic they want to do in Space. Just nobody knows exact timeline + applications because due to the nature of CHIPS ACT defense contracts. But it might appear randomly in financial statements down the road.
  查看原帖 →
• 2026-03-24中性原文
  If you didn't know by now $SIVE is important to US national security via CHIPS act. But especially, as the light source for hyperscaler AI supply chains. They got two CHIPS acts grants ~$11.6M so far: 1. FR3 beamformer ICs with $ERIC and Raytheon $RTX. 2. EW Tech with $BA (LSE) BAE Systems With more coming funding from CHIPS in 2026 hinted by the CEO. Small caps almost never get this sort of support from the US government. You have a company sitting at $330M: That's critical to US National Security for their Semi arm. and Critical to Hyperscaler supply chains ( $MSFT, $META, $AMZN, $ORCL, etc) for Photonics through $MRVL Celestial, Ayar, Jabil, ONet, and others... The main question regarding scale vs. capex is now answered by Win Semi partnership. And the question regarding "CPO waiting" opportunity cost is now answered by the Jabil 1.6T pluggable ramp from OFC. $SIVE of the most unknown gems in the photonics space and I personally think this company should be $2B+ today.
  查看原帖 →

去哪看 $ERIC 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

常见问题

同板块还有哪些个股在被讨论？

$SIVE · $LITE · $AXTI · $AAOI · $NVDA · $MSFT · $COHR · $MRVL · $NBIS · $IREN · $GOOGL · $META　·　查看全部个股索引 →