中文翻译
恕我直言，$AXTI 才刚刚起步。这仅仅是日本供应链遭受出口管制重击后，产能爬坡的开始。 这是西方部署光子学 AI 的单点故障环节，且处于垄断地位，相关市场价值为 13 亿美元。 你看那些随机的量子计算和能源公司估值都超过 100 亿美元了。我认为它还有很大的增长空间。
· 个股论点
AXTI因光子学垄断地位及出口管制影响，估值远低于同行，增长空间巨大。
涉及标的： $AXTI
英文原文
$AXTI is just getting started imo. This is only beginning the ramp up after the export control nuke on Japan's supply chains. This is single point of failure and a monopoly for Western's AI deployment using photonics valued at $1.3B. You have random quantum and energy companies are valued at $10B+. I think there's room to grow.