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$TDY · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$TDY 被累计提及 3 次，本周态度 未表态，其他。数据每日更新。
$TDY 现在是什么情况？
| 所属板块 | 其他 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 3 次 |
| 近7/28/90日提及 | 0 / 0 / 0 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2026-01-18 → 2026-03-25 |
最近有人说了 $TDY 什么？
下面是最近 3 条提及 $TDY 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-03-25中性原文So just checked out the comments... $P4O does look like a potential upstream $LITE supplier at a $34M MC. How it likely maps: -> Plan Optik $P4O (Glass Wafers) -> Teledyne $TDY or Silek (Mem Foundries) -> $LITE (OCS Switches) -> $GOOGL (TPUs) However, $LITE likely dual sources with Corning ( $GLW ) on the glass wafer level. P4O is a known supplier to Infineon, Samsung, and others, so not exactly a random company. €3.35 million vs. 35.52M MC is very healthy balance sheet. That being said: -> That doesn't exactly mean this translates to material revenue boosts unless they start price hike (given glass wafers are likely a very small part of $LITE OCS BOM). I do personally own shares, after reading this. Since $LITE OCS potential supply chain chokepoints is strategically valuable. Maybe not so much so as financially valuable. But their core thesis that Plan Optik's Glass Flow and MDF finishing are effectively irreplaceable for OCS packaging checks out. Of course, hyperscaler supply chains are heavily guarded, so no way to know 100%. All credit goes to follower comments. But TLDR: Supply Chain Mapping -> $P4O -> Foundries -> $LITE -> $GOOGL is very likely from their analysis. As for being a chokepoint in $LITE OCS supply chain... dunno if it translates materially. Again, not recommending this at all. Just thought the $LITE OCS supply chain mapping like this very interesting, and that it would be a waste of the follower kinda posted all this work into the void.
- 2026-03-10中性原文Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines $NORBT - Wideband Multibeam Sonars $HII - REMUS 100, 300, and 600 for mine clearance operations. $GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater $BA - Archerfish, an autonomous, expendable mine neutralizer $SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them $TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars $NSANY - Synthetic Aperture Sonar $NOC - AN/AQS-24B/C for minehunting
- 2026-01-18中性原文Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers | U.S. Navy $FEIM - Atomic Clocks $OPXS - Light Laser Periscopes $TAYD - Vibration $PKE - Heat $VNP.TO - Western gallium $TDY - Rad-Hard Image Sensors $RDW - Roll-Out Solar Arrays $PDFS - Exensio Yield for Intel 18A $WOLF - Silicon Carbide $RELL - Ultracapacitors & Magnetrons $CPSH - Thermal / Aluminum Silicon Carbide $VREX - X-Ray Tubes $GSM - Western Silicon Metal $INTT - Extreme Thermal Cycling $CODA - Turbidity (Murkiness) $NTI - Corrosion $PLAB - Photomask $MKSI - Plasma Control $KULR - Explosive Heat $PESI - Radioactive mixed waste. $CVV - Gas-to-Solid Deposition. $LPKFF - Laser Induced Deep Etching/ Glass Substrates These are just more of the "under the radar" small caps I was researching -> ended up choosing $AXTI and $LPTH if people were interested. Lot of them have terrible fundamentals despite being vital eg: $IQE (already pretty known), so it's not a good idea to just blindly buy a bottleneck. There were a lot more out there I haven't finished researching (so didn't include), and it's a lot harder to pinpoint ones that haven't been priced in. But wouldn't be surprised if a lot of these went up 5x over the next year.
去哪看 $TDY 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $TDY 完整动态 →常见问题
$TDY 为什么会出现在 AI 供应链追踪名单里？
$TDY 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 3 次，归类在「其他」板块。首次提及时间是 2026-01-18。
海外大 V 最近怎么看 $TDY？
最近 7 天 $TDY 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$TDY 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $TDY 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。