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「Photonics Stock God」: Considering Buying the Dip in Semiconductor Stocks

BlockBeats News, August 9th. Rising star stock analyst KawzInvests (@KawzInvests) posted a message stating, "A few months ago, I sold all my meme stocks and went all-in on CPO concept stocks. It seems that this weekend everyone has started to be bearish on meme stocks. Optical also had a similar situation two weeks ago when the timeline panicked due to anticipated capital expenditure cuts."

"There's nothing that makes me want to buy something more than everyone unanimously agreeing that it's over."

KawzInvests has 100,000 followers on Platform X, and his tweets mainly focus on AI infrastructure, optical communication, and small-cap growth stocks in these high-resilience areas. He looks for logic in the supply chain position, order clues, partners, management changes, M&A possibilities, and valuation reassessment space. His claim to fame includes being bullish on AAOI at the end of last year when the stock was only $30, and the stock price later soared to above $220.

Sumber: BlockBeats

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