🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-12 00:13:28时区推断·⟳ 抓取 06-12 00:51:52·⚡ 决策 06-14 19:06:10 +2d18h·135.0 天前
KOL发帖看多美国本土光子与半导体供应链，重点喊单AAOI并给出夸张营收预期
📄 原文Serenity↗ 原文
Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser f…
不做 AAOI.US
KOL情绪喊单，无新催化剂；月营收4.71亿美元的预期严重脱离公司基本面现实，属典型噪音，不具备交易edge。
不做 INTC.US
大盘股，KOL观点帖对其股价无实质影响，缺乏独立催化剂。
不做 IQE.US
跟风提及，无独立催化剂与基本面更新。
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原文全文
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Markets should be cheering on domestic champions like $AAOI.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...
With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others...
If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains.
Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones.
As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid.
I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today.
Especially if $AAOI hits their $471m/month projections after reshoring their production to America.
Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later.
US/EU don't just hand out subsidies or CHIPS act grants to anyone.
Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear.
Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand...
With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others...
If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains.
Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones.
As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid.
I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today.
Especially if $AAOI hits their $471m/month projections after reshoring their production to America.
Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later.
US/EU don't just hand out subsidies or CHIPS act grants to anyone.
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