分享的观点图
Serenity 2026年11月3日：AAOI、AXTI、FN
- 观点
- 5
- 博主
- 1
- 股票判断
- 7
- 看多 / 看空
- 7 / 0
图中的观点
更多分享图Read through on $AXTI is positive, given they'll probably be #1 in InP substrates scale and have contracts with $LITE and $COHR. Positive AOI was able to secure capacity during the bottleneck; it's a good signal for earnings.
Glad to see high beta AI semis like $AEHR or $FN rallying after earnings.
The Agility Robotics merger is approved and $AGLT should start trading November 5th; I purchased $CCXI shares today after seeing the news and currently hold a position, though the reduced share count may bring significant volatility.
Sivers / Scintil comes online with 100M lasers of external foundry capacity, and with Lumentum sold out, overflow goes to merchant capacity. There are very compelling opportunities in the laser bottleneck in the upcoming year that I believe markets are mispricing.
