· 个股论点
我去年在$AAOI股价约$28时便已建仓，至今涨幅已达3倍。起初我对它并没有很高的确信度，只是认为鉴于“美国制造”供应链优势及当时超大规模云服务商的资格认证，它具备潜力。但管理层近期的指引最终让我下定决心，因此我在当前价位加仓。拥有三家超大规模云服务商（可能是$GOOGL、$AMZN、$MSFT）抢购其所有产能，这是极其看涨的信号。尤其是当它们预测2027年下半年月收入将达到3.78亿美元时。市场是前瞻性的，所以我认为这一预期现在已开始被定价。唯一的变数是执行能力，但这正是投资大多数公司所必须承担的风险。
I was actually in $AAOI since $28-ish last year, so it's 3x'd since then. But didn't really have high conviction in it, just thought it had potential given Made in America supply chains + hyperscaler qualification at the time. But management projections recently sealed the deal, so I ended up buying more around these levels. Having 3 hyperscalers, likely $GOOGL, $AMZN, $MSFT, buying up any supply you can make is incredibly bullish. Especially when they're projecting $378M a month revenue round H2 2027. Markets are forward looking so I think it started to get priced in now. Only uncertainty is execution, but that's the risk you're taking with majority of companies.