中文翻译
在光通信(CPO)领域，从 $LITE 到 $AAOI 的内幕人士抛售行为，与公司创纪录的收入/利润形成实质性差异。与此同时，私有公司估值翻倍（例如从 $910亿涨至 $1590亿面向散户），而 $HOOD 到 $COIN 等上市公司却在暴跌。如果这些私有公司上市，其虚高的估值很可能导致股价崩盘，而上市公司基本面依然稳健。
· 供应链分析
对比光通信私有公司高估值与上市公司基本面，指出私有公司若上市恐崩盘。
英文原文
Insider selling on photonic names from $LITE to $AAOI while companies generate record revenue/profit is materially different. Private companies hike valuations by 2x (eg. $91B -> $159B to retail) while public companies from $HOOD to $COIN are crashing. If these companies traded publicly, most would all likely tank from their inflated valuations, while public companies are fundamentally sound.