中文翻译
我的意思是，这相当于国防领域的$CRDO亚马逊连线事件。看看$AVAV： -> 将合同从研发型重新谈判为长期批量合同。 -> 媒体：“噢，不，那个花哨的Scar项目被暂停了” -> 毫无理由地暴跌17%。 当然由你决定，我个人认为这次抛售很愚蠢，所以加仓了。
· 个股论点
作者认为$AVAV因误读合同变更而遭错杀，已逆势加仓。
英文原文
I mean this is the $CRDO Amazon wire incident equivalent. But in the Defense sector. Be $AVAV: -> Renegotiates contract from R&D type to long term volume contract. -> Media: "Oh no the fancy Scar program got halted" -> Sells off 17% for no reason. up to you though, I personally added since I thought this selloff was stupid.