Due to the supply shortage in AI data center construction, there’s also a shortage of CPO optical transmission modules. With few suppliers to begin with, market demand is booming and is unlikely to cool down in the short term.
Tag: AAOI
Misunderstanding of price and value – Ge Ba’s wonderful views on the article
Misunderstanding of price and value – Ge Ba’s wonderful views on the article. This article was from Mr. Ge Ba’s feedback my blog post “Misunderstanding of price and value”.
The significant valuation impact of diversity to listed companies
The valuation impact of diversity to listed companies. I have always emphasized in the book “The Rules of Super Growth Stocks Investingrowth Stock Investment Rules” that investors do not like all kinds of uncertainties.