New "Stock Market God" Serenity: The cost-effectiveness of allocating CPO industry chain stocks such as Xin Fuxing and Huajing Electric is becoming increasingly evident.
BlockBeats news, on May 26, the new stock guru Serenity posted on social media that, although WIN Semiconductors (3105) is rarely mentioned in photonics analyst reports, it is expected to become the key bottleneck in mass production of lasers next year, and thus holds significant value due to differences in market expectations. Advanced Wireless Semiconductor Company-KY (6451) has recently demonstrated gradual technical momentum and has started to show allocation value in the current bull portfolio.
With the Taipei International Computer Show (Computex) and the NVIDIA Technology Summit being held one after another, AccuPhotonics (3363) and MSSCorp (6830) are likely to draw focused attention from institutional investors. In addition, although New Prosperity (8147) has been temporarily affected by asset disposal events, once the related uncertainties are resolved, its medium- to long-term valuation recovery potential is considerable, with the possibility of tripling in value.
The above stocks are currently core long targets with key allocation value in the CPO industrial chain, and given current valuation levels, the allocation cost-performance stands out.
BlockBeats note: Serenity is a senior trader with significant influence on Reddit's WallStreetBets (WSB) section, having achieved a cumulative investment return of more than 38 times this year. All of their core research findings are consistently published for free, with the research framework focusing on critical supporting links in the NVIDIA AI chip industry chain. By thoroughly combing through the indispensable "screw"-type components in chip manufacturing and packaging processes, they accurately identify key chokepoints in the supply chain and thus find upstream stocks with scarcity and bargaining power to include in their portfolio.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Interpretation - What is the low-frequency spectrum obtained by SpaceX for Starlink Mobile?
Harshita Mary Varghese, Reuters, October 9 - SpaceX SPCX.O has agreed to acquire a portfolio of low-band spectrum licenses covering the entire United States, in a deal reportedly valued at $8 billion. The company is seeking to expand its business beyond satellite internet and become a major competitor in the U.S. mobile market. SpaceX revealed its plans to enter the mobile service sector during its first earnings call in August. This announcement briefly weighed on the company’s stock price, and shares of the three major U.S. wireless carriers—AT&T, T-Mobile, and Verizon—were also affected as investors assessed the potential competitive threat. What is low-band spectrum? Low-band spectrum refers to radio waves that travel further and penetrate buildings better compared to higher frequencies, making them suitable for wide-area mobile network coverage. In contrast, mid-band and high-band spectrums can transmit more data at faster speeds but have a smaller coverage area. SpaceX has agreed to purchase up to 14 MHz of paired 800 MHz low-band spectrum licenses from Grain Management and plans to develop a hybrid architecture for Starlink Mobile, combining terrestrial infrastructure with satellite connectivity. How is the U.S. spectrum licensing system structured? Commercial spectrum is a scarce resource in the U.S., regulated by the Federal Communications Commission (FCC), which typically allocates licenses for specific frequencies and geographic areas via auctions or other authorization processes. License holders must comply with technical rules and deployment requirements, and transfers of licenses usually require regulatory approval before obligations are fulfilled. The spectrum license deal recently struck by SpaceX is pending FCC approval. Which low-band spectrum do the three major carriers hold? AT&T’s low-band spectrum includes the 700 MHz and 850 MHz bands, as well as 600 MHz spectrum licenses acquired this July through the purchase of EchoStar. Verizon holds spectrum in the 700 MHz and 850 MHz bands, while T-Mobile’s low-band holdings include 600 MHz and 700 MHz spectrum. What are the plans for STARLINK MOBILE? The company plans to integrate these spectrum licenses into its next-generation satellite system, while also deploying terrestrial radio equipment and antennas on communication towers and rooftops. The FCC this week approved Starlink Mobile’s application for its second-generation (Gen2) satellite constellation, authorizing SpaceX to launch 15,000 satellites globally optimized for the 2 GHz spectrum.

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