Json

@XXY177 用wise不香吗，为什么非要美卡？

现在注册嘉信，提交审核普遍要等30天左右才有回音。😂美国银行卡，更久……

@XiaoyiNote 我25号申请的还没消息

终于✌️嘉信账户成功开通 5月22日-6月10日历时整整19天 文中提到：地址证明直接用 iFAST 的英文月结单就可以，自己填写和月结单地址相同即可

@Wujizhuzhu 你赚钱了，谁干活？

我一直没想明白： 允许大家炒美股，然后国家拿20%的资本利得税，投资者赚美元，这原本一举两得、多赢的事儿，为什么要掐死？

@aleabitoreddit 这种能卖掉吗？

Can someone tell me what caused $INHD to go up 3660.95%?

AAOI is not just another optical module concept stock; it is a high-beta opportunity within the AI data center bandwidth upgrade cycle. As large AI models, GPU clusters, and cloud data centers continue to expand, high-speed 800G and 1.6T optical modules are shifting from “optional upgrades” to essential infrastructure. The key appeal of AAOI lies in the fact that it has already secured 800G/1.6T orders from major hyperscale cloud customers, while also expanding capacity in the U.S. and Taiwan. Its revenue mix is expected to further shift from traditional CATV business toward the faster-growing AI data center optical communications segment. AAOI reported first-quarter 2026 revenue of $151.1 million, with data center revenue reaching $81.4 million. The company also guided second-quarter revenue to a range of $180 million to $198 million, suggesting that its growth curve is accelerating. AAOI’s potential is not about short-term speculation. Its real value lies in its position within the “high-speed connectivity” layer behind AI computing expansion. No matter how powerful GPUs become, they still rely on high-speed optical interconnects. The larger the AI computing clusters become, the more essential 800G and 1.6T optical modules become. AAOI has already announced 800G orders from major hyperscale customers, with related orders totaling more than $124 million since March. This means the story is not just conceptual — real orders are starting to materialize. If 800G shipments continue to scale, 1.6T ramps smoothly, and capacity expansion is executed successfully, AAOI could see significant revenue and earnings leverage. This is the type of company that, once it moves from near break-even or losses into scaled profitability, could see its valuation framework re-rated by the market. From a conservative perspective, AAOI is a high-beta name in the AI optical communications supply chain. From a more optimistic perspective, if orders, gross margins, and production capacity all materialize together, the stock could have the potential for a multi-fold valuation re-rating. Of course, this “multiple-fold” upside is not guaranteed; it depends on actual earnings delivery and continued industry momentum. What truly makes AAOI attractive is that it is not a generic AI concept stock. It is a hardware supplier directly benefiting from AI data center network upgrades. Its value does not come from simply attaching itself to the AI theme, but from the fact that AI data center expansion inherently requires faster speeds, lower latency, and higher bandwidth-density optical modules. As long as the AI computing arms race continues, optical communications will remain a critical part of the infrastructure. AAOI is positioned right at the center of this high-growth segment. In one sentence: AAOI is a high-beta optical communications play driven by AI infrastructure expansion. Its order momentum has already started to validate the thesis, and the key catalysts ahead are 800G/1.6T volume growth, capacity ramp-up, and a potential profitability inflection point. If these factors continue to play out, AAOI may not simply have upside potential — it could face a full valuation re-rating.

@OrevaZSN 所以你没有

I honestly don't know how rich people end up committing crimes. If I had just $500K, I would live so peacefully, mind my own business, take walks, wear my little outfits, read books, and just feed birds.

@wangchangfu88 18000是底部

现在普通人唯一能翻身的机会 就是这轮熊市底部，抄底加密货币

@TechOperator 谈虎色变，谨言慎行

I asked my Chinese friend what it's like to live in China... He says he can't complain.

@LZRationalnvest 为什么说关就关，就不能反抗吗？

@xtony1314 不做空美股吗？

好可怕，美股也在崩盘，共振了！ 通通归零！

@okxchinese 股票齐全吗？

買美股，就來 OKX。 隨時交易，美股輕鬆買。

@CaesarCapitalz It means AAOI will drop to 58$

@littlefun91 What does “见” mean?

If you think you are late to $AAOI, think again.

@stonkmane69 58见

$AAOI everyone and their mother is looking at this head and shoulders thinking "this is going lower" but it's not. Sorry bears!

@athuinvests 58见

$AAOI should be a great BUY during the next week. Road to $300 looks really clear in 1-2 months, possibly earlier. If it dips more, I will keep adding. Easy 2X swing trade in a short span of time. 🫡

@lynk0x 买astc

Please advise me, I need to turn 500$ to $3.5 million in the next 2 days. What can I do?

@cmsinvests IBM

I have $2000 to deploy into the market. Which high risk high reward stocks should I buy on Monday?

@btclaochen 限额了吧

冷知识: 纳斯达克100指数基金里，有88只股票，被标普 500 指数基金包养了！😁

@wadezone 国泰银行怎么样

我不妨直说了，内地人现在想要规避CRS，现在只有开美卡+美券商这一条路子，我用的是华美＋必贝的组合，非常好用 大伙可以尝试一下，办理也不难，华美办理只需要身份证和护照，不用美国签证，不用飞美国，在家就能线上视频见证开通实体账户，卡片也是邮寄到家里。 必贝也是在国内线上开通，内地人避开CRS最简单的路子摆在这里了，还在傻傻去香港开港卡吗？

@CapitalFlowApp Really?

President Donald Trump at his rally in Suffern, NY yesterday: “Micron, boy, Micron is great…” Is this what the $MU whales were waiting for? 👀