· 个股论点
我对 $POET 和 $ALMU 的看法是，输入光互连(InP)的替代方案时间框架在2-3年，即2028-2029年。它们没有超大规模数据中心供应商(hyperscaler)的资质，也不在现代专用集成电路(ASIC)架构中，所以 $POET 提前了6个月，$ALMU 提前了1年。像 $RKLB 这样的散户宠儿通常也提前一年，但如果你等得够久，方向是对的。我可能会在6个月后买入 $POET，$ALMU 则更晚一些，但如果 $AXTI 的情况变得严重，它们可能会加速。所以两者都是很好的多头标的，只是由于处于周期极早期，这是一场等待游戏。
My opinion around $POET and $ALMU is that inp workaround is 2-3 year timeframe in 2028-2029. They dont have hyperscaler qualifications and aren’t in modern ASIC architectures, so Poet is 6 months early, $ALMU is 1 year early. Retail favorites like $RKLB are often a year ahead of time but they’re directionally right if you wait long enough. I’d probably enter $POET in 6 months and $ALMU further out, but if $AXTI situation becomes severe maybe they get fastracked. So both great longs, it’s just a waiting game since it’s extremely extremely early into the cycle