中文翻译
@JClaydog 我个人认为目前 $AAOI 和 $SIVE 的估值极其荒谬。对于 AAOI，到明年年中，你的年化营收（可能更高）约为 56.2 亿美元，而市值已达 80 亿美元。对于 Sivers，我估计其基于 10% 的份额分配、65% 的良率以及 75 美元的平均售价(ASP)，2028 年的远期市盈率(P/E) 接近 5 倍。
· 个股论点
博主认为AAOI和SIVE当前估值极高，通过营收与远期PE数据指出其价格荒谬。
英文原文
@JClaydog I personally think valuations are extremely stupid now on $AAOI and $SIVE. With AAOI you're doing $5.62B annualized revenue (probably higher), by midpoint next year. And it's a $8B MC. With Sivers, I would est. it's close to ~5 forward 2028 P/E off 10% win allocation, 65% yield, and $75 ASP.