打工补仓
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告诉你个秘密:(昨天涨粉还在回关中😭真的会回关)
蓝V互关最快的方式,不是只发帖等人来。
而是去看别人的蓝V互关帖,再顺着他们的关注列表一个个点。
那里才是真正正在互关、正在起号的人。
主动一点,涨粉会快很多。#蓝v互关
Ray懒羊羊|HTX DAO@web3rayxy
告诉你个秘密:(昨天涨粉还在回关中😭真的会回关) 蓝V互关最快的方式,不是只发帖等人来。 而是去看别人的蓝V互关帖,再顺着他们的关注列表一个个点。 那里才是真正正在互关、正在起号的人。 主动一点,涨粉会快很多。#蓝v互关
中文

告诉你个秘密:(昨天涨粉还在回关中😭真的会回关)
蓝V互关最快的方式,不是只发帖等人来。
而是去看别人的蓝V互关帖,再顺着他们的关注列表一个个点。
那里才是真正正在互关、正在起号的人。
主动一点,涨粉会快很多。#蓝v互关
胡萝卜|HTX DAO@BTC_huhu
告诉你个秘密:(昨天涨粉300多都回关啦) 蓝V互关最快的方式,不是只发帖等人来。 而是去看别人的蓝V互关帖,再顺着他们的关注列表一个个点。 那里才是真正正在互关、正在起号的人。 主动一点,涨粉会快很多。#蓝v互关
中文

I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s right).
They have scarce laser capacity that $AMD and other hyperscalers are looking for.
While the entire industry is bottlenecked by $NVDA.
Along with a US transceiver supply chain for mass production of 800g/1.6T (management - largest in America).
While demand far exceeds supply and while assembly gets outsourced to Asia.
Then they’re quoting $471M monthly revenue in H1 entering H2 of 2027. Which is $5.6B ARR, off a $13.5B MC…
While a lot of major inflection volume hits even later in 2028.
As for fluctuations, there might be active $600M ATMs that get tapped into at random times.
And random bear posts + macro from time to time that cause more volatility (eg. Analyst notes saying bear on $LITE due to false CPO delay rumors, then that brings down others in the sector).
Also we’re a year out so timelines are still a little early.
I haven’t seen such fast revenue ramp since $NBIS.
AMITESHKUMAR@Amiteshkumar840
@aleabitoreddit AAOI又高跳下落,对此你怎么看
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