$ALAB · 海外大V持仓追踪

$ALAB 现在是什么情况？

最近有人说了 $ALAB 什么？

下面是最近 8 条提及 $ALAB 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-07-21中性
  情况稍微更复杂一些。基本上，$AMD SF 活动是在明天，周三/周四（7月22日、23日）。 来自 Jefferies 的客户报告，AMD 预计将围绕其可能的 scale-up CPO 路线图 + MI500 提供更多披露。 如果他们确认 CPO 路线，在主题上将是利好，因为这并不只是 $NVDA 在推动这一转型。 至于 $SIVE，如果他们是否直接进入 AMD 供应链，我们会有更清晰的判断。 因为目前可以通过 $GFS（据称参与 AMD MI500 CPO 工作）或 AYAR（AMD 曾投资该公司）来映射。但还没有正式确认。 所以如果你在关注： - CPO 主题利好：MI500 明确承诺采用 CPO/光学 UALink。 - AMD 给出使用 Ayar Labs 或 GF SCALE 用于 MI500 CPO 的细节：考虑到他们是上游激光供应商/参考激光，这对 $SIVE 将是极大利好。 目前，Jefferies 的 Blayne Curtis 预计 AMD 将与 $ALAB 在 UAL 上合作，并与 $AVGO 在 ESUN 上合作……但关键细节在这里： “我们关注的是 AMD 是否承诺采用基于 CPO 的 scale up 解决方案，以及谁供应光学引擎” 周三/周四我们会对供应链有更广泛的解读，今天判断还太早。
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• 2026-06-23看多
  做多CXL内存池化的最佳时机是4个月前。 $ALAB 涨276%，从117美元 → 440美元 $MRVL 涨291%，从79美元 → 309美元
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• 2026-04-19中性原文
  @PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr
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• 2026-03-20看多原文
  Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive. Now that I have 100k+ followers, there's endless jealously or random comments like: - "Only trading with $2K unless they show net worth": I don't need to post lambos/fancy watches like other influencers to prove I'm a good trader. My opinion is ideas what matters the most, and the % return validates that they're correct in the market. - "Pump and Dump": Almost every stock held their gains like $AXTI is up 500%+? Most of my returns are unrealized. Every high conviction stock I've named over time since starting is green: $NBIS, $CRCL, $TSM, $RKLB, $HOOD, $ALAB, $CRDO. There's new ones like $RDDT but that's only down ~6-8% and needs time to play out. There's other smaller picks $LPTH or $VLN that haven't but they're only down like 10% from posting or more depending on entry point and don't just crash because they're all fundamentally good picks. I post tens of stocks, so cherry picking a few that haven't played out yet to represent everything I've done is just ridiculous. If people just take the equal weighted average of everything they're way green. - "Stealing Picks": Many of these stocks have been around for years. Thousands of different people have been long at one point in time. The reason markets react differently is I either bring novel information synthesis to a post, or I time it with a catalyst others don't. People were claiming they found $OSS first, but the reason it went up from $6 was because I linked it to Venezulea's invasion (which was novel). Just saying "edge AI, go long on $OSS doesn't mean anything". People were claiming they found $RPI first, but the reason it went up was because I was the first to link it OpenClaw as an investment thesis (which was novel). People claiming "raspberry pi for personal use doesn't mean anything". List goes on and on with $SOI or $SIVE or any other stock. I'm not claiming I'm the first either to stuff like $TSEM or $NBIS either, that's already a well known photonics foundry or neocloud, I personally just liked it and wanted to hop ont he bandwagon. People can say anything they want but markets are the final arbiter of truth.
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• 2026-03-17看多原文
  @StephanC86 I was long on $ALAB and $CRDO last year when I posted my thesis. But I pivoted to pure play photonics this year. I do make posts when I change my positions, but I make a ton of posts every day and X algo doesn’t show most of them to followers. So not everyone sees my updates.
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• 2026-03-04中性原文
  High conviction long: $AAOI. I genuinely think this could easily be a 3x by next year. Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T. $LITE uses FN in Thailand for volume production, and has it's own manufacturing in Thailand. I will keep hammering this home but Applied Optoelectronics is only pure Made in America, optical transceiver play. Again, the two "American" optical companies outsourced it to Asia, while $AAOI spent the years building up capacity and fabs in Texas. Nvidia funded both $COHR and $LITE just now to build out a US-version to insulate its most critical supply chain from geopolitical risks. But guess who already has the supply chain setup and is years ahead in that regard? $AAOI. $LITE ($55B) FY 2026 est. ~$2.91B $AAOI ($7.1B MC) H2 2027: $4.35B ARR. $AAOI will actually leapfrong Lite FY 2026 projections if management executes (and with ~40% gross margins). Once again. $AAOI ($7B) will leapfrog $LITE ($55B MC) entire 2026 revenue projections if they deliver their projections. $FN over in Asia, 2026 projections are actually around the exact same as AAOI. ~4.39B revenue off 12.4% gross margins. And it's a $20B MC (with much lower margins) Even if $AAOI hits 70% of their target, it's likely to be heavily re-rated way past it's current marketcap. TLDR: Hard to see downside with $AAOI at these levels, especially with 3-4 hyperscalers (likely $GOOGL, $MSFT, $AMZN) wanting to buy up any capacity it can make for years out. And with $GOOGL not going the CPO route. $AAOI leapfrogs $CRDO, $ALAB, $LITE, and others in growth + benefits from photonics theme vs. copper (from the first two). $AAOI remains an asymmetrical 1Y high conviction as long as management delivers.
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• 2026-03-01中性原文
  @jahintanvir_ Probably the likes of these: Memory - $MU, Samsung, SK Hynix, Sandisk Foundries, Packaging- $INTC, $TSM, $AMKR Photonics - $LITE, $COHR, $AAOI ASICs - $AVGO, $MRVL Connectivity - $ALAB, $CRDO Power/Grid- $XLU Datacenters - $NBIS, $CIFR, $WULF
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• 2025-12-20看多
  我在个人投资组合的极致增长高确信度篮子中新增了 2 只股票。 在更长时间维度上，我对高确信度股票的判断从未错过（例如 $HOOD $18 -> $100+） 我面向 2026 年的 5 只高确信度多倍股现在是： $NBIS - AI 计算和 Robotaxis $RKLB - 太空 $ALAB - 连接 新增的两只是： $CRCL - 印钞机 $LITE - Hyperscaler ASICs 我会在后续对 Circle 和 Lite 做更长篇的 DD 投资论点。 我有信心，仅持有这 5 只股票，就会大幅跑赢 99.9% 的投资组合。
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