r/wallstreetbets · u/AleaBitoV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 12-29 16:00:11时区推断·⟳ 抓取 06-07 17:56:11回填·⚡ 决策 06-18 07:17:43·131.4 天前
WSB用户发帖看多AXTI，称其垄断AI光互连InP衬底市场
📄 原文r/wallstreetbets · u/AleaBito↗ 原文
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT. I drew colossus from…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +8%、仅下一个交易日，不成交作废
怎么卖 止盈 +15%(半仓)/+30%(清仓) · 止损 -10% · 时间止损 2日
失效/反转 开盘高开超15%后迅速回落 / 帖子热度未发酵 / 公司澄清否认垄断
不做 LITE.US
仅为帖子论证产业链逻辑的背景板，非直接喊单标的，不受此散户情绪催化
不做 GOOGL.US
仅为帖子论证产业链逻辑的背景板，非直接喊单标的，不受此散户情绪催化
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原文全文
展开原文 · 600 字
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
I drew colossus from Starcraft 2 to represent laser beams. And prepared a whole thesis but kept getting automodded for "low quality". So here's the more TLDR version of my thesis:
The Entire AI Industry is shifting to photonics from Google TPU to optical interconnects.
The entire AI "Growth" story ends in 2026 if there's no InP substrates + materials.
BUT GUESS WHO CONTROLS IT ALL? One Company: $AXTI.
There's two bottlenecks:
InP Substrates -
\- Hyperscaler optics (TPU pods, e
I drew colossus from Starcraft 2 to represent laser beams. And prepared a whole thesis but kept getting automodded for "low quality". So here's the more TLDR version of my thesis:
The Entire AI Industry is shifting to photonics from Google TPU to optical interconnects.
The entire AI "Growth" story ends in 2026 if there's no InP substrates + materials.
BUT GUESS WHO CONTROLS IT ALL? One Company: $AXTI.
There's two bottlenecks:
InP Substrates -
\- Hyperscaler optics (TPU pods, e
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