$Applied Optoelectronics(AAOI.US) and $Sandisk(SNDK.US):Are the perfect examples why you don’t follow hedge funds named after Tangerine peels…Like if you’re going short, do it with companies with terrible fundamentals.Not two of the largest beneficiaries of the photonics and memory supercycles?I struggle to understand the reasoning behind their trades.Source: Serenity

Applied Optoelectronics

Sandisk

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;