中文翻译
光子学是未来几年人工智能领域的新范式转变。 $AAOI 和 $AXTI 都为所有超大规模云服务商（hyperscalers）供货，并处于这一浪潮的前沿（尽管市值非常小）。 我认为这两家公司的股价尚未充分反映其价值。既然可以两只都持有来拉动我的雪橇，何必在两只“哈士奇”之间做选择呢？
· 个股论点
看好光子学趋势，建议同时买入AAOI和AXTI。
英文原文
Photonics is the new paradigm shift for AI over the next few years. Both $AAOI and $AXTI supply to all the hyperscalers and are the forefront of it (while being really small in marketcap). Don't think either of them are priced in yet. Why should I choose between individual Huskeys when I can have both carrying my sled?