Reletter
Artwork for 美股老司機

美股老司機

Terry Cheng

Growth stocks and life learning

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues262Founded5 years agoLast Issue12 days ago
Active
Language
ZH-TW

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Artwork for 美股老司機

Latest Issues

看好不打算賣

老司機列一些看好不打算短期獲利的股票:

那一些上駟就不提了。 (例如他Mag 7 CRWD ZS)

AVGO

MRVL

CRDO

ALAB

VRT

COHR

NBIS

LITE

SKHY

SNDK

AMD (不多, 剩纪念股)

MU (一直等不到)

ANET

SITM

  • 看好但會小批獲利, 如好價格會加

FPS

MXL

CBRS

MOD

RBRK

S

AAOI

⛽️

12 days ago
149
10

CELH (更新)

根據最新 2026 年 9 月的 Nielsen / 掃描數據與相關行業報告,有關 CELH 的核心要點如下:

CELH 旗下的 Celsius 核心品牌在近期 4 週/13 週的追蹤數據中,終端零售銷售額同比呈現微幅偏弱或打平狀態約 -2% 至 -6% 區間。

雖然批發端受經銷夥伴如 PepsiCo 體系的庫存去化影響較深,但 Nielsen 掃描數據顯示實際消費者的終端需求相對穩定,並未出現急劇滑落。

併購/多品牌組合效應,Alani Nu 成為新增長引擎

CEL...

18 days ago
59

ALNT (增加信念)

Allient Inc. 是精確運動控制, 控制器及電力系統領域的關鍵隱形冠軍,也是工業自動化與機器人硬體供應鏈的核心標的之一。

公司原名 Ally Motion / Allied Motion Technologies, 成立於 1962 年,總部位於美國紐約州,是一家專注於高精度動力控制系統的工程製造企業。

核心技術與產品

- 動力驅動

刷直流馬達,伺服馬達,步進馬達,高精度編碼器及齒輪箱,為機器人關節與機械手臂提供關鍵驅動。

- 驅動控制器

伺服驅動器,...

20 days ago
45
1

MXL

今天再加, 剛超過一個 position。

MaxLinear是一家美國半導體設計公司,成立於 2003 年,總部位於加州卡爾斯巴德。公司專注於高整合度的射頻, 類比/混合訊號以及光通訊晶片,核心業務涵蓋寬頻存取,5G 無線基礎設施,資料中心光通訊及工業/車用連接方案。

未來五年營收成長展望

隨著產業走出一前兩年的去庫存週期。MaxLinear 正迎來 AI 資料中心光通訊,Wi-Fi 7升級潮 與 5G 開放式無線接入網的三大成長引擎。

  • 2026年...
2 months ago
84
1

CRDO (增加信念)

Credo 的主動電纜 能在此波超大規模雲端業者擴建潮中暴發,核心邏輯在於解決了傳統無源銅纜與光收發模組在短距連接上的雙重痛點。

當單通道速率邁向 100G / 200G(整體 800G / 1.6T)時,傳統 DAC 銅纜因高頻訊號衰減極快,有效傳輸距離被壓縮至 1~2 公尺以內。 若要維持距離,線芯必須加厚,導致纜線粗硬如鐵棍,嚴重阻擋伺服器機櫃後方的風道散熱。

CRDO 在纜線兩端接頭內嵌入高整合度的晶片進行訊號重定時與放大。這讓 主動電纜 能使用更細的銅芯,線徑減...

3 months ago
57
3

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  • Terry Cheng

    “生活之所以美麗,並不是因為我們看到或做的事情。生活是美好的,因為我們遇到的人。”

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