中文翻译
如果一家公司提供业绩指引或处于瓶颈环节，内部人减持可能是我关注的最不重要的因素。 $AAOI 给出了 2027 年下半年营收 3.78 亿美元、毛利率约 36-40% 的指引，而其市值为 70 亿美元。 只要他们能执行并达成指引，我不在乎谁在卖出股票。 两个月前我在 Reddit 首次发布 $AXTI（当时约 12 美元）时，也有同样的担忧，而它自那以来已翻了三倍。
· 方法论
对于有指引或瓶颈的公司，内部人减持不重要，执行和达成目标才是关键。
英文原文
Insider selling is probably the least material thing I look at if a company gives projections or serves as a bottleneck. $AAOI gave projections of $378M/revenue off ~36-40% gross margins H2 2027 and they're a $7B MC. Don't care if someone sells their shares as long as they execute and hit projections. Same concern was said about $AXTI on Reddit 2 months ago when I first posted it around $12 and it's tripled since then.