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85 posts


Rosenblatt on recent optical sector weakness from $AAOI to $LITE:
"Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares.
"We think short sellers... do not actually strongly believe in the thesis."
Multiple short sellers told them they will likely close their positions... late July and early August. Further, they say they plan to buy Optical stocks in 2027 for the scale up CPO opportunity.
Hilarious report on laser weakness, read is very positive for $SIVEF, $COHR, and others moving forward.
I've been long on CPO sector, but seems like institutions want entry points, just a bit later on.

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@Gotorocketup 如果连Mu avgo 你都说被套,我不知道什么股票适合你,可能是那些一推就大涨,反正你拿不过2周的股票,你所谓的这两被套,过一个月就回去前高,所以我不知道你的交易逻辑 和时间,你看起来很急
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