r/wallstreetbets · u/AleaBitoV1 · 实盘不做把握 8/10
北京时间·🕒 发布 12-28 13:56:46时区推断·⟳ 抓取 06-07 17:56:05回填·⚡ 决策 06-18 07:17:58·131.6 天前
WSB 喊单 AXTI 为 AI 光子学单点故障
📄 原文r/wallstreetbets · u/AleaBito↗ 原文
MAX OTM CALL YOLO into AXTI - THE SINGLE Point of Failure of the Entire AI Buildout - A Small $700m Company NOBODY KNOW…
不做 AXTI.US
WSB 情绪化喊单，夸大基本面（AXTI 并非 AI 单点故障，且光子学衬底有其他供应商），缺乏实质新催化剂。周日发帖，周一开盘大概率高开低走，追高此类纯情绪驱动标的风险收益比极差。
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MAX OTM CALL YOLO into AXTI - THE SINGLE Point of Failure of the Entire AI Buildout - A Small $700m Company NOBODY KNOWS
You all really thought GPUs from $5T+ companies like Nvidia or $300B+ Memory companies like Micron was THE bottleneck??
Think again.
This small $700m stock that nobody knew about here, worth less than a pre-product college dropout AI startup, will have Microsoft, Amazon, Nvidia, Google, Meta, and every single AI Hyperscaler grasping by the balls in 2026.
I'm actually serious. Why you might ask?
Majority of future chips need photonics. Future Nvidia, Amazon Trainium, Mi
You all really thought GPUs from $5T+ companies like Nvidia or $300B+ Memory companies like Micron was THE bottleneck??
Think again.
This small $700m stock that nobody knew about here, worth less than a pre-product college dropout AI startup, will have Microsoft, Amazon, Nvidia, Google, Meta, and every single AI Hyperscaler grasping by the balls in 2026.
I'm actually serious. Why you might ask?
Majority of future chips need photonics. Future Nvidia, Amazon Trainium, Mi
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