🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-24 23:03:18时区推断·⟳ 抓取 06-03 23:07:48回填·⚡ 决策 06-18 00:11:46·131.8 天前
KOL发文感叹AXTI等AI材料/光通信股大涨，称传统估值不适用
📄 原文Serenity↗ 原文
$AXTI has now reached the legendary status of $69.69. Was expecting close to 10x returns in a year and half, not a few…
不做 AXTI.US
KOL情绪喊单，无新基本面催化剂；股价已数月涨近10倍至69.69，充分price-in，迟到的情绪高潮帖追高风险极大
不做 AAOI.US
KOL情绪帖顺带提及，无新催化剂，前期光通信概念已充分炒作，缺乏新edge
不做 SIVE.US
KOL情绪帖提及，无新催化剂，且标的名称存疑或流动性极差，纯情绪驱动无操作价值
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原文全文
展开原文 · 378 字
$AXTI has now reached the legendary status of $69.69.
Was expecting close to 10x returns in a year and half, not a few months…
Everything from $AAOI to $SIVE are ridiculously outperforming.
As for AXT valuations at $4B? Is it overvalued. Yes.
Would hyperscalers pay $10B to secure their AI buildout? Yes.
Lot of these bottlenecks can’t be valued with traditional metrics.
Was expecting close to 10x returns in a year and half, not a few months…
Everything from $AAOI to $SIVE are ridiculously outperforming.
As for AXT valuations at $4B? Is it overvalued. Yes.
Would hyperscalers pay $10B to secure their AI buildout? Yes.
Lot of these bottlenecks can’t be valued with traditional metrics.
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