中文翻译
我不是说 $AXTI 现在是值得买入的标的。 我只是说别做空它，因为它们（以及中国）在整个美国超大规模云厂商所需流程里，实际上处于功能性垄断地位。 而且如果他们通过涨价进行反制，事情可能会变得非常糟。
· 供应链分析
不建议做空 AXTI
涉及标的： $AXTI
英文原文
@bc1aa1fa3932407 I'm not saying $AXTI is a good buy at these levels. I'm just saying not to short it because they (and China) are a functional monopoly over this entire process required by US hyperscalers. And it could go very wrong if they weaponize through price hikes.