作者调侃市场回调，驳斥媒体对芯片股的叙事，建议忽略短期加息噪音，坚持长期投资如AAOI的收入预测。
作者调侃市场回调，驳斥媒体对芯片股的叙事，建议忽略短期加息噪音，坚持长期投资如AAOI的收入预测。
“Fun times with market corrections. Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%. Funny to see media always trying to explain like: "Micron suffers record wipeout as Broadcom casts a shadow over chip stocks " Broadcom projected insatiable demand into 2028, just made up narratives. Nothing's changed the AI buildout aside from increasing capex. Main material thing was rate hike probabilities increase. But you have random ones like these few times a year into ATHs. Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)”原帖：X / @aleabitoreddit ↗