中文翻译
是的，从技术角度这样理解很棒。 一只股票是不是好长仓，维度非常多。 我之前也看过 $HIMX，如果它真能转化成实质收入，我也许会做多，但最后没有下场。 对 $AAOI 我则非常有信心，因为它的收入预测会在一个巨大的光模块 TAM 里上升。 我不同意很多选票，最后走的是另一条路。不是所有不那么出名的瓶颈点都适合做长仓。
· 供应链分析
认为不是所有卡点都适合买入，AAOI 的收入弹性更强。
英文原文
Yes that's a great way to approach it from the tech angle. Whether something is a great long, is extremely multifaceted. I was also looking at $HIMX if it translated into material revenue as well and decided not to take a long position. $AAOI I have high conviction on given revenue projections ramp in a massive TAM for optical transceivers. Disagree with many picks and went the other way. Not all lesser known chokepoints make great longs.