Serenity
2026.03.30 14:07

And... this is why I don't like Jane Street owning the same stocks I do like $Applied Optoelectronics(AAOI.US).

They trade volatility, especially with retail favorite names and trigger stop losses/panic.

If you know what you own though:

$6.69B for a US company that makes the entire transceiver supply chain:

From Laser -> Design -> Assembly.

With likely $Microsoft(MSFT.US), $Amazon(AMZN.US), $Oracle(ORCL.US) buying anything they can make, is a steal for me personally.

With high beta stocks, it's really important to build conviction and manage sizing correctly before entering a trade.

Otherwise you'll end up capitulating the bottom and buying the top over and over.

Source: Serenity

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