$FLEX
1 位大V提及 · 1 条相关推文
Serenity
中性
作为亚马逊持有/权证标的之一被列出，作者未单独发表观点。
相关推文时间线
Serenity
中性
2026-09-30 04:21
作为亚马逊持有/权证标的之一被列出，作者未单独发表观点。
Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL