🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-30 22:02:16时区推断·⟳ 抓取 06-03 20:42:36回填·⚡ 决策 06-17 09:31:53·132.3 天前
KOL发帖看多AAOI并抱怨量化洗盘，无新基本面催化剂
📄 原文Serenity↗ 原文
And... this is why I don't like Jane Street owning the same stocks I do like $AAOI. They trade volatility, especially w…
不做 AAOI.US
纯KOL情绪帖，无新基本面催化剂。提及的垂直整合供应链及云厂需求均为市场已知逻辑，未提供新信息或预期差；AAOI属高波动且基本面常有争议的标的，缺乏实质性事件驱动，不具备交易价值。
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展开原文 · 618 字
And... this is why I don't like Jane Street owning the same stocks I do like $AAOI.
They trade volatility, especially with retail favorite names and trigger stop losses/panic.
If you know what you own though:
$6.69B for a US company that makes the entire transceiver supply chain:
From Laser -> Design -> Assembly.
With likely $MSFT, $AMZN, $ORCL buying anything they can make, is a steal for me personally.
With high beta stocks, it's really important to build conviction and manage sizing correctly before entering a trade.
Otherwise you'll end up capitulating the bottom and buying the top over and over.
They trade volatility, especially with retail favorite names and trigger stop losses/panic.
If you know what you own though:
$6.69B for a US company that makes the entire transceiver supply chain:
From Laser -> Design -> Assembly.
With likely $MSFT, $AMZN, $ORCL buying anything they can make, is a steal for me personally.
With high beta stocks, it's really important to build conviction and manage sizing correctly before entering a trade.
Otherwise you'll end up capitulating the bottom and buying the top over and over.
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