中文翻译
@pablocuellar_3 如果三大超大规模云服务商表示会购买你能生产的所有光收发器(transceivers)，那么$AAOI的问题并非需求不足，而是其产能扩张(capacity buildout)的规模。考虑到资金用途（而非像$GME或$POET那样囤积），2.5亿美元简直是九牛一毛。
· 个股论点
AAOI瓶颈在产能而非需求，扩产资金规模合理。
英文原文
@pablocuellar_3 If 3 hyperscalers say they will buy any transceivers you can possibly ever make. It's not really a demand problem with $AAOI, just how much they can capacity they can buildout. $250m is pennies considering it's used for that reason (and not just hoarding like $GME or $POET).