· 业绩复盘

回顾自己一年回报超过 1000%,并列出下一轮光子学与 AI 相关主题。

涉及标的:

中文翻译

过去一年里,回报 +1,124.09%,算是稳稳的。 匿名网友,距离靠 AI 逃离永久下层阶级,是不是只剩几年了? OpenAI 融资 1220 亿美元,足够再把这波行情烧上两年。 而光子学 < $SIVE 到 $AAOI >、$AEHR 的测试、$NBIS 的数据中心,以及从 $AMKR 到 $POET 的先进封装这些新超级周期,才刚刚开始。

英文原文

Modest +1,124.09% return over the past year. Anon, only a few years left to escape the permanent underclass due to AI? OpenAI raising $122B is enough to fuel the rally for another 2 years. And new supercycles from photonics < $SIVE to $AAOI >, testing with $AEHR, $NBIS DCs, and advanced packing from $AMKR to $POET. Is just getting started.

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