Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
加入 July 2025
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I feel like markets are seeing a lot of forced liquidations and panic selling right now.
You have peers like $LITE sold out completely into 2029, and are starting negotiations for 2030.
So seeing a company like $AAOI now worth $5.7B despite all their laser/transceiver/ELSFP capacity coming online + demand visibility reminds me of July
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