枫

@henghaer123 谢谢哥

@ipodvae 短线要控制好仓位，不然很容易一步错步步错，即便是你大的方向对

理解小Lin了，是我不懂…随手一个感觉比较巧合半开玩笑的分享给很大流量，然后自己觉得挺不错的分析，一点流量不给，也没人讨论🤣又是巧合！发完美股跌了，但是依然不敢做空，感觉川普为了全世界和平真的很急😆

@HougeSol @BlockBeatsAsia 借猴哥吉言，亏损的我这个小白头皮发麻

@ipodvae @BlockBeatsAsia 倒车接人，注意观察👀

如果你的光学投资逻辑里还只有 MRVL 和 NOK，那你可能已经错过了更大的机会。 AI 光互连真正的价值，往往藏在那些没人关注的「卡脖子环节」里： • 全球光纤霸主 GLW（Corning） • 磷化铟衬底龙头 AXTI（AXT） • 激光器垄断者 LITE（Lumentum） • 垂直整合王者 COHR（Coherent） • 模拟芯片隐形冠军 MTSI（MACOM） • 光学代工核心 FN（Fabrinet） • 下一代硅光材料玩家 LWLG 本文顺着 AI 数据中心光互连产业链，一层层拆解光模块背后的真正赢家： 谁在卖铲子？ 谁掌握产能瓶颈？ 谁拥有无法替代的技术壁垒？ 从光纤、磷化铟、激光器、DSP，到 CPO 和 AI 骨干网，这是一份美股光学产业链深度图谱。

@DrStoxx @marketsurge @IBDinvestors Will go up？

$AXTI at trendline support. Just learned that this has a tiny float and 13% is short. Stock is in the very hot "semicap" space, upstream of the leading semicon space. It should not stay too long at this level. #IBDPartner @MarketSurge @IBDinvestors --- Find more like this one yourself using @Marketsurge scanning and alert tools. Try the new "beta" version under $1/day here: shorturl.at/Lbx2c

@HougeSol @BlockBeatsAsia 猴哥axti这两天下杀是啥情况啊

@BlockBeatsAsia 除了 MTSI，我好像都有，昨晚加仓了 AXTI，FOTO， 减仓了 LWLG

@ArtofSpecuycky @x2356376116 177以后往上反弹创新高么大佬

@x2356376116 NOK 目前还是很强啊，大盘跌，他没怎么跌，收盘如果还站在parallel channel上那就是突破，如果明天大盘企稳，nok有可能启动，真突破也要等confirm（起码等个两三天）。AAOI就是正常突破回踩下跌趋势线，如果再到一次177可以接多。

短期我的判断是假跌破65000到64500然后收回来反弹到69000-70000然后再跌假跌破60000拿掉下方多头流动性见底再涨，这个我估计会跟美股一样预判下6月底-7月中吧，短期1 2 3 4 6 8 12h和日线全部严重超卖有修复需求，修复回踩完再接着跌。直接跌下去的概率偏低，中间还是有不少support的。

@retard3dinvst0r Waiting a little worry

If you sold your photonics stocks today you are severely retarded $AAOI going back to $200 real quick

@HougeSol 跑完了。。。套了几个点本金在里面😭

@ipodvae 本金先出来

$LASE 我发的时候， 0.8 几美金， 最高价涨到 4.49 美金，现在 2.97 美金，出本金了，涨的有点慌。

@retard3dinvst0r Too crazy bro

If $AAOI closes over $200 today I will live stream myself eating a bowl of my own shit

@retard3dinvst0r Squeeze the shorts

Bought more $AAOI at $182 from the panickans who are retarded enough to think that the war with the towelheads actually has any effect on the AI revolution. Dumb fucks.

@heavyhitter2112 Totally brutal, kicking myself for not exiting when it was only down 5%.

@ipodvae -11 % for the underlying is tuff to stomach, hope for a little relief but if market continues to sell off then high beta names will follow

$OKLO Above $80 this has nothing but room back to $115

@heavyhitter2112 Thanks bro, I don’t wanna cut losses, gonna hold and wait for the rebound.

@ipodvae yes, oklo and other nuclear names could be the next in rotation, plus administrative catalyst can juice these stocks

@heavyhitter2112 Thx! If I can stand the drawdown, is it worth holding on for a bounce

@ipodvae in support zone now, all up to ur risk management level

@heavyhitter2112 Just waiting now

$LASE getting hit with flow and setting up nice, watch for HL for entry

@heavyhitter2112 Thx bro

@ipodvae just ride the 9 ema

@heavyhitter2112 I got in at $3, not sure if it can hit $5 or even higher targets.

@ipodvae if you enter now, stop would be the hourly low and target would be the swing high at 4.49

@napoleon21st THX　for reply

@ipodvae yeah I just had a quick position from after hours till a bit after market opened and ramped.

Sold $LASE for some profit. I'm not too comfortable with kind of trading and it's already at 150 mcap after like 300% up.

@Woody40718146 I hope so。。。but not sure

@ipodvae But right ?

$LASE SHAKE SHAKE target $10