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

August 9th. Emerging US stock analyst KawzInvests (@KawzInvests) posted a message stating, "A few months ago, I sold all my semiconductor stocks and went all-in on CPO concept stocks. It seems that this weekend everyone has started to be bearish on semiconductors. Two weeks ago, the same thing happened with optics, and at that time, the timeline was plagued by panic due to anticipated cuts in capital expenditures."

"Nothing makes me more willing to buy something than when everyone unanimously believes that it is over."

KawzInvests has 100,000 followers on Platform X, and his tweets mainly focus on AI infrastructure, optical communication, and small-cap growth stocks, all high-resilience areas. He searches for logic in the supply chain position, order clues, partners, management changes, merger 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 price later soared to above $220.