🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-02 01:22:45时区推断·⟳ 抓取 06-03 16:26:17回填·⚡ 决策 06-16 20:40:41·133.0 天前
KOL在AAOI单日暴涨20%后发推喊多，展望2027年光子学拐点
📄 原文Serenity↗ 原文
I did say $AAOI was my favorite US optical long... +20.1% today. If you want the next $SNDK, you're looking at it. I th…
不做 AAOI.US
KOL在标的单日暴涨20.1%后发推喊单，短期追高风险极大，极易成为流动性接盘侠；且作者自述拐点在2027年并需拥抱波动，短期无硬催化，盈亏比差。
不做 SNDK.US
SNDK(SanDisk)早已退市，代码无效无法交易；若为作者笔误指代其他标的则无法唯一消歧。
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展开原文 · 551 字
I did say $AAOI was my favorite US optical long...
+20.1% today.
If you want the next $SNDK, you're looking at it.
I think H1 entering H2 2027 will likely be that massive inflection point for photonics players.
We're just a tad early entering H2 2026 while everyone is building up capacity.
Just a general rule of thumb in general if your name isnt space or quantum, markets are forward looking round 8 months.
That revenue ramp inflection point is coming, more of a matter of when, waiting for it, and embracing volatility in the meantime.
+20.1% today.
If you want the next $SNDK, you're looking at it.
I think H1 entering H2 2027 will likely be that massive inflection point for photonics players.
We're just a tad early entering H2 2026 while everyone is building up capacity.
Just a general rule of thumb in general if your name isnt space or quantum, markets are forward looking round 8 months.
That revenue ramp inflection point is coming, more of a matter of when, waiting for it, and embracing volatility in the meantime.
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