In the AI cycle, there is one aspect that I think is worth highlighting <Optical Interconnection> The white haired stock god @ aleabitoreddit often mentioned AI computing power when talking about it before. The market ahead is chasing GPU, HBM, and power, and this batch of tickets has actually increased significantly At the beginning of July, AAOI, COHR, and LITE withdrew together, and the funds began to be recalculated However, looking at these types of tickets, it's not very useful to just focus on the stock price In the end, optical interconnection still needs to go back to a few basic questions: whether cloud providers have continued to expand their AI clusters, whether orders have fallen, and where is the upgrade from 800G to 1.6T going I have organized the data on the industry chain, popular targets, and financial reports to be viewed in the accompanying images In the future, when looking at LITE, COHR, AAOI, CIEN, you can first look at orders, data center business growth rate, gross profit margin, and next quarter guidance, and then judge whether this wave of correction is just valuation digestion or a change in logic Among them, LITE's financial report milestones are relatively close and will release its financial report after the market closes on August 11th It produces products related to high-speed optical devices and data center interconnection. As the scale of AI clusters continues to increase, the demand for data transmission between cabinets will also increase I will focus on three things in this financial report: ① Can the data center business continue to grow ② Has the customer's order continued to increase ③ Does the management have clearer guidance for the next season The initial expectations are already quite high, and the market is more sensitive to numbers During the earnings season, research and placing orders are often two different things. Be optimistic about a ticket, and if you really want to take action before or after the financial report, but your account hasn't been opened yet and funds are still being transferred, it's really easy to miss the rhythm I have previously shared with you @ BITstocks_CN, which has a more user-friendly experience compared to mainstream brokerage IBKR and is a great alternative for long-term US stock trading users An ID card can be used to open an account without the need for overseas address proof or CRS synchronization. I already have USDT/USDC in my hand. If you want to use a portion of LITE, COHR, or ETF, you can directly deposit without having to prepare an overseas bank card and wait for the wire transfer to arrive Moreover, BIT trades on real US stocks that are convertible, with holdings corresponding to dividends and voting rights. For those who want to hold across the financial reporting season or gradually build a portion of their US stock positions, this is quite important At present, BIT has financing and securities lending functions, and options will be launched on July 24th. At that time, margin trading and options will be placed in the same account. Whether to actually use options or not depends on each individual's position and risk tolerance Overall, BIT's ability to connect these several businesses indicates that there is a real holding, clearing and delivery, margin management, and risk control system working together behind them. It also shows that BIT's brokerage business has been relatively complete In addition, there are also activities for BIT's option launch this time. From July 24th to August 7th, open an account and receive an option market card. Complete the first option transaction and have the opportunity to receive $20 worth of popular stock fragments. Interested friends can pay attention to it Finally, I think if the cycle of optical interconnection can be stabilized, we can first take a look at LITE's financial report on August 11th If orders, growth rate, and guidance can still be sustained, there will be more to discuss in this section LITE AAOI