· 个股论点

小仓位持有AEVA押注4D AI及CPO技术突破,虽无大量现金流但值得冒险。

涉及标的:

中文翻译

~14.1美元。基本上就是当前的价格水平。 话虽如此,这是一个小仓位,因为 $AEVA 本质上是对 4D AI 的风险投资式押注。据报道,他们还利用相同技术在共封装光学(CPO)领域取得了突破。 它不像 $RDDT 那样产生大量的自由现金流(FCF),但我认为值得冒这个险。

英文原文

~$14.1. So basically where prices are now. That being said this is a small position since $AEVA company is inherently a venture bet on 4D AI. They also made a breakthrough for CPO using the same technology apparently. It’s not generating massive FCF like $RDDT, but decided it was worth the risk.

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