$LWLG · 海外大V持仓追踪

$LWLG 现在是什么情况？

最近有人说了 $LWLG 什么？

下面是最近 8 条提及 $LWLG 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-12看多原文
  The 2.5% dilution to get listed on NASDAQ is actually extremely bullish with $SIVE, and I see it heading to $3B+ once its trading on US markets. I think it's undervalued at current prices, but just limited by local Swedish markets right now. I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.
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• 2026-04-29中性原文
  Fun fact, $SIVE just crossed the $1B MC threshold. So a select few US institutions are able to buy it now (fund mandates) However, the vast vast majority still can’t until they get listed on NASDAQ. Just an FYI: $1B valuations are spare change for institutional investors in US hyperscaler supply chains if they end up powering $JBL, $AMD, $AAPL, $AMZN, $MSFT and others. Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.
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• 2026-04-29中性原文
  Just an FYI: I don't need to post something every day about the names I own. However, I did miss this with Shunsin (6451): Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator. This is highly positive for Shunsin (Foxconn's optical packing arm). So ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news. Markets just haven't realized this connection yet (and it's on disposition, so frozen for most). The article explicitly notes that Foxconn is integrating these systems "including ... networking." Bc Foxconn is the exclusive assembler, they'll vertically integrate and likely use ShunSin's optical packaging solutions into the design, bypassing ShunSin's need for networking contract directly from Nvidia. This is what I meant by Shunsin is literally a free piggy back ride to $NVDA CPO ecosystem. Foxconn is massive. And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.
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• 2026-04-25中性原文
  Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM. They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and I have an extreme distaste for massive dilution cycles. But I expect people to just buy into the fomo/news anyway.
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• 2026-04-23中性原文
  @SidkMena $LWLG has one developer agreement trial with $TSEM and is valued at $2.2B $SIVE is shipping lasers that likely ends up in every hyperscaler optical program next year and is valued at $820m One of the most undervalued opportunities I see today.
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• 2026-04-19中性原文
  Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me. I have high conviction in that statement. Which is why I'm long the entire supply chain (+1 extra bottlenecK) 1. $SIVE - Their laser revenue scales aggressively with $JBL, $MRVL, Ayar, O-Net. And I do think CPO/1.6T will blow away any conservative analyst projections from how hard $NVDA, $GOOGL, and others have been pushing photonics architectures. Downside risk is multi-sourcing, but there's a reason Jabil chose Sivers. When you compare $MTSI, $LITE, $COHR, Furukawa, and others. There's genuinely not many laser suppliers in the entire world... they're all $10B+, then you have this mini CHIPS act chokepoint trading at <$1B MC. 2. Shunsin (6451) - I don't see how it's possible Foxconn's optical foundry for testing, packaging, and assembly is valued at $1.5B MC less than $LWLG. When they look extremely derisked piggybacking off of Foxconn's photonics volume. $TSM's optical arm VisEra example is ~$5B, but they scale H2 2028 from Gen-3. Foxconn looks to be ramping up just next year. They're just scaling low fwd p/e multiples off of $NVDA CPO supply chain demand in Taiwan and all public indicators point to capacity expansion + extreme demand. 3. Win Semi - They're the foundry for Sivers to scale up DFB laser production. As well as $AVGO, SpaceX supply chains and others. When I do supply chain mapping and Win Semi pops up in every single frontier supply chain I see. There's probably something markets are not pricing in. 4. $MRVL - I find this genuinely compelling as a mini-Broadcomm. Their potential design with with $GOOGL today, helps the case past 2028. But the catalyst I was looking at was $MSFT Maia ramp, which happens H2 2026, and likely keep scaling up exponentially into 2027, 2028, 2029. Celestial acquisition was probably the smartest thing in the world for them. Maybe on next drop or CSP? 5. $HPS.A - Transformers/Switchgears are commodities + boring parts of the DC supply chain. However, when the bottleneck is 2-5 years, and you have backlog increasing 100%+... causing extreme shortages. It's only up 20%+ since my thesis post, but I do see this being de-risked given massive backlog visibility (even though it's inferred, they don't give exact #). I do think markets are missing something, especially with potential gross margin expansion from price hikes if they pull it off.... Again backlog + demand just de-risks this company, and it seems like a high growth compounder post facility expansion last year. There's many others like $NBIS, $JBL, $RPI, $TSEM, $LITE, $ARM, $SOI, $AXTI, $IQE, $ALRIB, Fittech, PCL, and others that I'm very fond of, but just mentioning 5 off the top of my head from today's prices... if I'm creating a new portfolio. Of course, it's good to barbell with other uncorrelated companies to AI supply chains, but these are just 5 I liked.
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• 2026-03-20中性
  Serenity 硅光/CPO ETF。 各成分股年内收益： $IQE: +282.5% $AXTI: +246.6% Landmark: +167.54% $AAOI: +157.37% $SIVE: +113.08% $SOI: +103.54% $LITE: +100.27% $LWLG: +92.35% $VIAV: +88.71% $AIXA: +73.92% $AEHR: +70.4% $CIEN: +67.67% $FORM: +60.67% $FOCI: +60.44% $CAMT: +49.13% $GLW: +46.77% $SMHN: +45.94% 藤仓: +43.89% $COHR: +41.81% $KEYS: +40.48% $TSEM: +36.42% $ASX: +29.89% $MTSI: +28.34% $NOK: +27.5% 信越: +27.33% $ONTO: +26.28% $BESI: +24.71% $UMC: +18.11% $INTC: +17.27% $OXINF: +15.03% $FN: +12.79% 新易盛: +11.82% $TSM: +6.00% $HIMX: +5.39% $SMTC: +4.11% 住友: +3.67% $CSCO: +3.25% 中际旭创: +0.33% $MRVL: +0.16% $APH: -6.48% $MXL: -7.62% $AVGO: -7.99% $POET: -12.99% $TEL: -14.93% 这是回头看的数据，但你们知道我在很多赢家里待了很久（比如前6/7名里除Landmark外的 $AXTI、$LITE）。 不过如果你好奇年初等权投资整个光子趋势会怎样—— 等权收益是？ 50.033% 我预计光子超级周期将持续数年，其中很多标的会是大受益者。 尤其当CPO被用于AI规模化部署时。 光子是AI的新架构范式。
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• 2026-03-17看多
  即将到来的CPO/硅光瓶颈速查表： $SIVE、住友、$LITE、$COHR、$AVGO、$MTSI、$AAOI —— 光源（CW DFB激光器） $TSEM、$GFS、$UMC、$TSM、$INTC —— 硅光代工 $NOK、$CIEN、$CSCO、$COHR —— DCO $HIMX、上诠FOCI（3363.TWO）—— 微透镜+光纤阵列 $POET —— 光学中介层 $SOI、$AXTI、信越 —— 衬底 $FN、$ASX、中际旭创、新易盛 —— 光学封装与组装 $MTSI、$SMTC、$MRVL、$MXL —— 模拟/混合信号IC $LWLG —— 投机性调制器材料 $GLW、$APH、$TEL、$FIT、藤仓 —— 连接器与光纤 $FORM、$KEYS、$VIAV、$AEHR —— 测试测量 $BESI、$SMHN、$ONTO、$CAMT —— 先进封装与混合键合 还有很多私有公司：Lightmatter、Ayar、Ranovus等。 现在……大家都在问：怎么赚钱？ 看CPO TAM的预测，就是一条直线向上，明年是CPO大规模部署的拐点。 超额收益在于捕捉轮动： 从当前的EML瓶颈（$LITE、$COHR 类）转向CPO时代的硅光/CW DFB架构赢家。 上行空间最大的，是那些不在当前周期里、 但会在下一个周期里的。 $SOI、$SIVE、$AEHR 就是完美例子。 吃着当前可插拔瓶颈的 $AAOI 也要拿住。 但超额收益是抢在机构前面布局下一个CPO瓶颈。 资本轮动是必然的。
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