作者主张投资像$AAOI这样的国内龙头企业及其他欧美半导体/光子学公司对建设关键西方供应链是正和博弈，并对比了过去做空欧美太阳能/能源股最终适得其反的教训。他们强调补贴和芯片法案拨
作者主张投资像$AAOI这样的国内龙头企业及其他欧美半导体/光子学公司对建设关键西方供应链是正和博弈，并对比了过去做空欧美太阳能/能源股最终适得其反的教训。他们强调补贴和芯片法案拨款是对这些企业重要性的认可。
“Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.”原帖：X / @aleabitoreddit ↗