The author contrasts European capital preservation culture with growth investing, criticiz
The author contrasts European capital preservation culture with growth investing, criticizing those who view investments in photonics, memory, and AI stocks as gambling, and those who celebrate AI stock crashes. The author implies bullishness on $AAOI, $MRVL, $NBIS, $INTC.
“The nice thing about X is seeing cultural differences: I get a bunch of sidelined European accounts up 2% YTD off bank saving interest. Coming out of hibernation, and saying all along that investing in $AAOI for photonics or Samsung for memory is considered gambling. And celebrating when everything AI from $MRVL to $NBIS to $INTC finally had a crash after a few hundred percent rally. Think it’s mainly a lack of understanding of technological shifts mixed with capital preservation culture vs. growth.”Original post：X / @aleabitoreddit ↗
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AAOIBullish
+2.16% today
-37.35% 90d
The author dismisses the view that investing in AAOI for photonics is gambling, implying a bullish stance on the company's technological potential.
Trade ↗MRVLBullish
+0.20% today
+27.62% 90d
The author criticizes those who celebrate the crash of AI stocks like MRVL, indicating a belief that the downturn is overdone and the company has long-term value.
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