作者对比了欧洲的资本保值文化与增长型投资，批评那些将光电、存储和AI股票投资视为赌博，以及庆祝AI股票暴跌的人。作者暗示看好$AAOI、$MRVL、$NBIS、$INTC。
作者对比了欧洲的资本保值文化与增长型投资，批评那些将光电、存储和AI股票投资视为赌博，以及庆祝AI股票暴跌的人。作者暗示看好$AAOI、$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.”原帖：X / @aleabitoreddit ↗