SMOP

5 atoms · 跨 3 天 · 首见 2026-05-07 · 最近 2026-05-14

三色: 🟦 fact 2 · 🟥 take 3 · stance ▲3/▼0/◆1

来源: X 5

时态: fresh:4 · aging:1

标签: 好数字:2 · 好观点:2 · 好信源:1

叙事 (narrative) (1)

• 2026-05-07 [老化中] · 市盈率
  zero idea why this is still buyable at 5x current year revs
  tags: 好观点 · → daily
  value: qty=5x · date=current year

预测 (forecast) (2)

• 2026-05-07 · 当前财年营收预估
  they likely will blow away my $100-110M sales estimate for current year
  tags: 好数字 · → daily
  value: qty=$100-110M · date=current year
• 2026-05-14 · likely beneficiary of power limitations forcing hyperscaler datacenter placement
  I suspect $NOK, $ANET, $SMOP do well too.
  tags: 好观点 · → daily

事实 (fact) (2)

• 2026-05-12 · 提供跨数据中心光信号管理平台
  SMOP offers a platform for managing light signals on fiber across datacenters.
  tags: 好信源 · → daily
• 2026-05-07 · 营收增长
  59% rev growth to over $22M in their seasonally weakest quarter
  tags: 好数字 · → daily
  value: qty=59% · date=Q1 2026 (seasonally weakest quarter)

时间轴 (近 20)

• 2026-05-14 · forecast · likely beneficiary of power limitations forcing hyperscaler · → daily
• 2026-05-12 · fact · 提供跨数据中心光信号管理平台 · → daily
• 2026-05-07 · fact · 营收增长 · → daily
• 2026-05-07 · forecast · 当前财年营收预估 · → daily
• 2026-05-07 · narrative · 市盈率 · → daily

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