作者提出了三个投资主题——新云、光子学和内存，并讨论了其中的具体股票，指出了表现优异和欠佳的个股。
作者提出了三个投资主题——新云、光子学和内存，并讨论了其中的具体股票，指出了表现优异和欠佳的个股。
“I’ve written a thesis on these 3 themes early on: Neoclouds, Photonics, and Memory. Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS. Even got my warnings right too, $IREN is still stagnant due to the $6B of constant selling pressure from the ATM, while $NBIS reaches ATHs. But the bagholders still don’t want to admit it. Think a core part is knowing what theme comes next with markets, then comes picking the winner + heavy concentration in them. If you went long on software and chose the ideal stock, you’d probably end up not as happy? Photonics is still probably the earliest out of the three. But I can see Nebius end up like AWS one day. And $MU / SK Hynix / Samsung potentially end up like a mini $NVDA if memory demand is structural.”原帖：X / @aleabitoreddit ↗