2025-10-30 · Serenity 推文观察 on X · 作者：Serenity · 发布时间：2025-10-30T07:00:06+00:00
财经相关 · 已做深入分析serenityxall-postsfinancemarketticker
这条推文含有财经/市场相关信息或标的符号，核心内容是：I'm researching new stocks that actually look interesting - rare lately There's no need to paywall or gatekeep new stocks like others So just going to share them: 1. $LGN - DC buildout. Mag7 like $APPL, $MSFT, $GOOGL, $TSLA, $AMZN as clients. 2. $LYC.AX - Sol…
原推主要内容：I'm researching new stocks that actually look interesting - rare lately There's no need to paywall or gatekeep new stocks like others So just going to share them: 1. $LGN - DC buildout. Mag7 like $APPL, $MSFT, $GOOGL, $TSLA, $AMZN as clients. 2. $LYC.AX - Sole military-critical rare earths like Samarium, Gadolinium, and others to Western countries. 3. $DGXX - Just based on comments under my previous thesis, 1/5th cash no debt, 2.76X P/S compared to others trading at 20x, 200MW in 1 year time with ownership of power, 300M marketcap (obviously need to verify if it's true or no. 4. $KRKNF - Advanced underwater sensors, batteries and robotic systems to large clients like Anduril. (it's been get…
这条内容可以作为市场观察线索，但不能直接当成结论。需要进一步核对：相关公司/资产的基本面数据、公告或财报来源、估值口径、仓位/流动性背景，以及推文发布时点之后价格和新闻是否已经变化。
涉及标的/关键词：$AMZN、$APPL、$DGXX、$FI、$GOOGL、$KRKNF、$LGN、$LYC、$MSFT、$TSLA、$UNH。如果推文给出买卖倾向或强弱排序，主要风险在于时间尺度不明确、样本证据不足、市场波动和作者持仓偏见；如果是宏观/资金流判断，还需要验证利率、美元、流动性和风险偏好是否同步支持。
可纳入观察清单，但应作为待验证假设，而不是投资建议。后续应优先找原始数据和反方证据验证。
I'm researching new stocks that actually look interesting - rare lately There's no need to paywall or gatekeep new stocks like others So just going to share them: 1. $LGN - DC buildout. Mag7 like $APPL, $MSFT, $GOOGL, $TSLA, $AMZN as clients. 2. $LYC.AX - Sole military-critical rare earths like Samarium, Gadolinium, and others to Western countries. 3. $DGXX - Just based on comments under my previous thesis, 1/5th cash no debt, 2.76X P/S compared to others trading at 20x, 200MW in 1 year time with ownership of power, 300M marketcap (obviously need to verify if it's true or no. 4. $KRKNF - Advanced underwater sensors, batteries and robotic systems to large clients like Anduril. (it's been getting popular recently so not exactly under-the rader, but something I'm looking into it) 5. $FI FiserV- Just thought I'd throw this in, well known stock but 44% drop on earnings to a $38B marketcap. On this, need to determine whether whether it can pull a $UNH recovery or if things like new payment rails like stablecoins are cannibalizing its core business long term and this will take time. Haven't done deep-dives yet on all of these so I have to verify if all the information is true. But community DD is always better than one person looking into it, so... If anyone has new insight on these companies or new tickers that people might not know about feel free to share.