· 个股论点

说自己对 SIVE 高信念,同时也看好 ARM、AAOI。

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中文翻译

@Jornka329996 谢谢!$SIVE 对我个人来说是高信念标的。即便现在市值大概只有 4 亿美元左右,我也是这么看。 $ARM 和 $AAOI 这种价位下,长期看起来也很有潜力! 这周我还在看另外两家大盘公司。

英文原文

@Jornka329996 Thanks! $SIVE is high conviction for me personally. Even so at these levels around ~$400m MC. $ARM and $AAOI seems promising long term at these levels too! I did have two more large cap companies I'm looking at this week.

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