· 个股论点
@HimarsoClock 有人问“Serenity 这次怎么样！”所以我挺开心的。 我个人对 $LITE 售罄至 2029 年及其对 $AAOI 等光学同行（Optical Peers）的影响感到兴奋。 非投资建议，但我个人认为市场尚未完全意识到 AOI 在 2027 年的产能爬坡（Ramp）规模以及当前瓶颈（Bottleneck）的严重性。这也是我目前最大仓位之一的原因！ 另外，我期待周末去户外走走（Touch Grass）。听说有个 OCP 圣何塞活动…… 如果有像 ICML 那样的 Kiss of Life 团体，我可能会去逛逛。
@HimarsoClock Someone did ask “How is Serenity” this time around! So I’m happy. I’m just personally excited about $LITE selling out into 2029 and implications for optical peers like $AAOI. Not advice, but I personally think markets haven’t fully caught onto the scale of AOI’s ramp in 2027 + current bottleneck severity. It’s one of my largest positions right now for a reason! Also I’m looking forward to touching grass over the weekend. Apparently there was an OCP San Jose event… Maybe I’ll drop by if there’s a Kiss of Life group like at ICML.