Oct 20, 2026: 5 influencers on CRWV, AAOI, SOXX

SSerenityAAAAOIBUYM-term · Medium-term · Leaning

Fundamental demand and valuations are now extremely divergent: procurement is accelerating while equity prices collapse on $AAOI and colo players. After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity.

NNaNa说美股CRCRWVBUYS-term · Short-term · Leaning

CRWV低位确实有承接，但还不足以证明底部已经形成，所以抄底要慢慢来，别玩太大，防备它重演7月份跌破通道下轨、反弹一两天又继续下杀的走势。

美美股仙人（全网吹存第一人）MEMETABUYM-term · Medium-term · Conditional

周三盘后的meta财报，不出意外就是主升浪的起点。当然前提是META的营收要来个超预期，利润如果能超预期那就更稳了。我对meta的营收十分有信心，AI是真的在赚钱。