作者回顾过去的高确信度选股表现良好，途中对某只股票失去信心，并暗示现在一只小型光学公司可能值得更多关注。
作者回顾过去的高确信度选股表现良好，途中对某只股票失去信心，并暗示现在一只小型光学公司可能值得更多关注。
“Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more information was made public. Lost conviction on ALAB along the way with optical transitions. But this was back when AAOI and others were small $3B companies (~$14B now). So maybe some others in the same range today like $SIVE should get some more attention? But I’m happy a lot of them aged super well. And I think a large part of my recent following growth is just other seeing my ideas like $AXTI get validated over time.”原帖：X / @aleabitoreddit ↗