中文翻译
如果 $AAOI 股价上涨 100%，并声称明年每月营收将达 3.78 亿美元，这得益于 $META、$MSFT 和 $AMZN 购买其能生产的所有供应品。而它现在的估值为 70 亿美元。我不会只看图表，还会关注营收预测、毛利率、在供应链中的地位以及预测数据。
· 个股论点
分析AAOI估值与基本面，建议结合营收和供应链地位而非仅看图表。
英文原文
If $AAOI ran up 100% and stated they're doing $378M/month revenue next year off likely $META, $MSFT, and $AMZN buying any supply they can make. And they're valued at $7B now. I wouldn't look at the chart alone, would look at revenue projections, gross margins, position in supply chains, and forecasts.