Feels bad, -49.4% drawdown this month after the recent crash. My portfolio is mainly AI chokepoints and bottlenecks. In the memory, photonics, robotic...
Twitter @Serenity
Feels bad, -49.4% drawdown this month after the recent crash. My portfolio is mainly AI chokepoints and bottlenecks. In the memory, photonics, robotic...
Serenity: Agreed! It’s nice to remember your thesis during a market crash.
From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC.
Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly
From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC.
Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly