· 供应链分析

回顾光子学供应链上游 $AXTI 的20倍涨幅及持有难度。

涉及标的:

中文翻译

当时没多少散户真正了解光子学的极端扩张。甚至 $LITE 都极不引人注目。因此,一路追溯到 $AXTI,在他们仍受出口管制禁令时买入并全程持有,需要极大的信念。但错过了那20倍的涨幅确实很遗憾。

英文原文

not many too many retail really knew about the extreme photonics ramp back then. Even $LITE was extremely under the radar. So going all the way upstream to $AXTI while they were still export control banned + holding through it all would take a lot of conviction. But yeah sucks to miss out on that 20x

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