中文翻译
不完全是！我只是对光子学(Photonics)供应链比能源领域更熟悉一些，所以我喜欢挑选潜在的赢家。 只是想像引入 $AXTI 那样把 $IQE 纳入考量，这样如果结果不错，我三个月后就能发一篇“你们听我的了吗(Anon)？”的帖子。
· 个股论点
博主因熟悉光子供应链，引入IQE作为潜在赢家观察。
英文原文
Not exactly! I'm just a tad more familiar with photonic supply chains than I am with energy so I like picking potential winners. Just wanted to introduce $IQE into the equation like i did with $AXTI, so I could do a "Did you Listen Anon?" post 3 months later if it turns out well.