中文翻译
我的首次买入价在20多美元高位到30多美元低位，所以差不多！我只记得超大规模云服务商的认证过程，并预期他们会像$ALAB那样发力。 对于$AAOI来说，关键在于执行落地，但如果他们成功了，投资回报率(ROI)将是巨大的。 即使他们错过预期40%，我认为从50亿美元市值这里下行空间也不大，所以我准备参与接下来一年的行情。
· 个股论点
分享$AAOI买入逻辑，看好执行落地后的巨大回报及有限下行风险。
英文原文
My first buy was in the high 20s, low 30's so around the same! I just remember hyperscaler qualifcation and expected them to pull an $ALAB. Yeah name of the game is execution with $AAOI, but if they hit, the ROI is just enormous. I don't really see too much downside from $5B here even if they miss projections by 40%, so I'm in for the ride for the next year.