中文翻译
@matttfoster 真正的泡沫在风险投资(VC)领域，像Instinct这样的私有公司……10万用户就估值100亿美元，而$SNAP拥有近10亿月活跃用户(MAU)却估值更低。 供应链股票并非泡沫，相反，像$AAOI等标的相对于未来增长而言被严重低估。 而且超大规模云服务商(Hyperscalers)的需求可见度已延伸至多年……
· 供应链分析
VC私有公司估值泡沫化，AI供应链股因需求可见度高而被低估。
英文原文
@matttfoster Real bubble is in VC land with private companies like Instinct… $10B valuations off 100k users while $SNAP is worth less with close to 1 Billion MAU. Supply chain stocks aren’t a bubble though, if anything names like $AAOI and others are very undervalued relative to forward growth. And you have demand visibility from hyperscalers extending multiple years…