$Yangtze Optical Fibre And Cab-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869)$

Just sharing why I bought Yangtze Optical Fibre (YOFC, 6869.HK).

I’ve been reading about relativity (aka: even “fast” has limits) and going down the rabbit hole on HCF, hollow core fibre. The simple idea is kind of wild: if light can travel more through air than glass, you can cut latency because air is faster for light than silica. That matters when the world is obsessed with real-time everything (AI clusters, data centers, cloud, trading, video, you name it).

For me this is akin to owning the “plumbing” that everyone needs no matter who wins. AKA picks and shovels investment and I have a "PMCSP" Running on Corning stock as well but just feel it isn't favourable to enter at these levels so paying myself to wait while farming weeklies/biweeklies. Fibre is literally the internet’s nervous system.

Why YOFC specifically:

• They’re a long-time fibre “factory” business: preforms + fibres + cables, not just one part of the stack.

• Founded in 1988, and their H-shares listed in Hong Kong on 10 Dec 2014 (so this isn’t some shiny new story stock). I noted that they have good ties with the Chinese government as well.

• Big-picture demand feels structural: AI is pushing more data center buildout and network upgrades globally.

Risks, because life is never free: this space can be cyclical (telecom capex), pricing can be competitive, and China equities come with their own personality. Not advice, just my logic. moreover I do feel even the picks and shovels trades are Overvalued from an investment standpoint.

If you’re also a picks-and-shovels person, fibre is one of the cleanest “everyone needs it” bets I’ve found.

For the fellow readers who still enjoy a good book- i delved into further research after reading AI SUPERPOWERS: China, Silicone Valley and the New World Order by Kai-Fu Lee. Happy being in profit on this trade after the insights gained from that book!

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The simple idea is kind of wild: if light can travel more through air than glass, you can cut latency because air is faster for light than silica. That matters when the world is obsessed with real-time everything (AI clusters, data centers, cloud, trading, video, you name it). </p>\n<p>For me this is akin to owning the “plumbing” that everyone needs no matter who wins. AKA picks and shovels investment and I have a \"PMCSP\" Running on Corning stock as well but just feel it isn't favourable to enter at these levels so paying myself to wait while farming weeklies/biweeklies. Fibre is literally the internet’s nervous system.</p>\n<p>Why YOFC specifically:</p>\n<p>• They’re a long-time fibre “factory” business: preforms + fibres + cables, not just one part of the stack. </p>\n<p>• Founded in 1988, and their H-shares listed in Hong Kong on 10 Dec 2014 (so this isn’t some shiny new story stock). I noted that they have good ties with the Chinese government as well.&nbsp; </p>\n<p>• Big-picture demand feels structural: AI is pushing more data center buildout and network upgrades globally. </p>\n<p>Risks, because life is never free: this space can be cyclical (telecom capex), pricing can be competitive, and China equities come with their own personality. Not advice, just my logic. moreover I do feel even the picks and shovels trades are Overvalued from an investment standpoint.&nbsp;</p>\n<p>If you’re also a picks-and-shovels person, fibre is one of the cleanest “everyone needs it” bets I’ve found.</p>\n<p><br></p>\n<p>For the fellow readers who still enjoy a good book- i delved into further research after reading AI SUPERPOWERS: China, Silicone Valley and the New World Order by Kai-Fu Lee. Happy being in profit on this trade after the insights gained from that book!</p><img src=\"https://community-static.tradeup.com/news/3415286548e9e92f04e89a71121fa96d\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/601869\">$Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869)$</a>&nbsp;</p>\n<p>Just sharing why I bought Yangtze Optical Fibre (YOFC, 6869.HK).</p>\n<p>I’ve been reading about relativity (aka: even “fast” has limits) and going down the rabbit hole on HCF, hollow core fibre. The simple idea is kind of wild: if light can travel more through air than glass, you can cut latency because air is faster for light than silica. That matters when the world is obsessed with real-time everything (AI clusters, data centers, cloud, trading, video, you name it). </p>\n<p>For me this is akin to owning the “plumbing” that everyone needs no matter who wins. AKA picks and shovels investment and I have a \"PMCSP\" Running on Corning stock as well but just feel it isn't favourable to enter at these levels so paying myself to wait while farming weeklies/biweeklies. Fibre is literally the internet’s nervous system.</p>\n<p>Why YOFC specifically:</p>\n<p>• They’re a long-time fibre “factory” business: preforms + fibres + cables, not just one part of the stack. </p>\n<p>• Founded in 1988, and their H-shares listed in Hong Kong on 10 Dec 2014 (so this isn’t some shiny new story stock). I noted that they have good ties with the Chinese government as well.&nbsp; </p>\n<p>• Big-picture demand feels structural: AI is pushing more data center buildout and network upgrades globally. </p>\n<p>Risks, because life is never free: this space can be cyclical (telecom capex), pricing can be competitive, and China equities come with their own personality. Not advice, just my logic. moreover I do feel even the picks and shovels trades are Overvalued from an investment standpoint.&nbsp;</p>\n<p>If you’re also a picks-and-shovels person, fibre is one of the cleanest “everyone needs it” bets I’ve found.</p>\n<p><br></p>\n<p>For the fellow readers who still enjoy a good book- i delved into further research after reading AI SUPERPOWERS: China, Silicone Valley and the New World Order by Kai-Fu Lee. Happy being in profit on this trade after the insights gained from that book!</p><img src=\"https://community-static.tradeup.com/news/3415286548e9e92f04e89a71121fa96d\" tg-width=\"1122\" tg-height=\"1737\"></body></html>","text":"$Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869)$ Just sharing why I bought Yangtze Optical Fibre (YOFC, 6869.HK). I’ve been reading about relativity (aka: even “fast” has limits) and going down the rabbit hole on HCF, hollow core fibre. The simple idea is kind of wild: if light can travel more through air than glass, you can cut latency because air is faster for light than silica. That matters when the world is obsessed with real-time everything (AI clusters, data centers, cloud, trading, video, you name it).  For me this is akin to owning the “plumbing” that everyone needs no matter who wins. AKA picks and shovels investment and I have a \"PMCSP\" Running on Corning stock as well but just feel it isn't favourable to enter at these levels so paying myself to wait while farming weeklies/biweeklies. Fibre is literally the internet’s nervous system. Why YOFC specifically: • They’re a long-time fibre “factory” business: preforms + fibres + cables, not just one part of the stack.  • Founded in 1988, and their H-shares listed in Hong Kong on 10 Dec 2014 (so this isn’t some shiny new story stock). I noted that they have good ties with the Chinese government as well.  • Big-picture demand feels structural: AI is pushing more data center buildout and network upgrades globally.  Risks, because life is never free: this space can be cyclical (telecom capex), pricing can be competitive, and China equities come with their own personality. Not advice, just my logic. moreover I do feel even the picks and shovels trades are Overvalued from an investment standpoint. If you’re also a picks-and-shovels person, fibre is one of the cleanest “everyone needs it” bets I’ve found. For the fellow readers who still enjoy a good book- i delved into further research after reading AI SUPERPOWERS: China, Silicone Valley and the New World Order by Kai-Fu Lee. 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