Casey Warner (@cwwarner) 's Twitter Profile
Casey Warner

@cwwarner

God, family, then personal growth and leadership.

ID: 106411522

calendar_today19-01-2010 13:36:15

2,2K Tweet

475 Takipçi

3,3K Takip Edilen

TheValueist (@thevalueist) 's Twitter Profile Photo

$CLS EXECUTIVE CALL SUMMARY: (CELESTICA INC, 10/28/25) Q3 2025 results materially exceeded prior guidance on revenue and adjusted EPS, driven by an acceleration in hyperscaler networking demand within the Connectivity & Cloud Solutions (CCS) segment and continued mix-driven

Human Progress (@humanprogress) 's Twitter Profile Photo

75 years ago, 1 out of every 5 dollars a US family earned went to food. Today that's closer to 1 in 10. A slow, steady, easy-to-miss kind of progress.

75 years ago, 1 out of every 5 dollars a US family earned went to food. Today that's closer to 1 in 10.

A slow, steady, easy-to-miss kind of progress.
Peter Agboola (@baba_omoloro) 's Twitter Profile Photo

EDUCATE your KID: : learninggamesforkids.com KhanAcademy Kids. Quick Maths Jr. YouTube Kids. Starfall ABCs. NatGeo Kids. ABC Mouse. Code Karts. Funbrain Jr. STEM Kids. Chess Kid. Khankids. LogicLike. ScratchJr. PBS Kids.

Michael Sikand (@michaelsikand) 's Twitter Profile Photo

🚨 KRAKEN ROBOTICS HAS ACQUIRED COVELYA GROUP FOR $615M $KRKNF $PNG.V Kraken just went from ~$130M in standalone revenue to a $365M combined platform. This combined entity is now arguably the most complete pure-play subsea defence supplier in the Western world. Covelya's

🚨 KRAKEN ROBOTICS HAS ACQUIRED COVELYA GROUP FOR $615M $KRKNF $PNG.V

Kraken just went from ~$130M in standalone revenue to a $365M combined platform.

This combined entity is now arguably the most complete pure-play subsea defence supplier in the Western world.

Covelya's
17AbsoluteRedux76 (@realabs1776) 's Twitter Profile Photo

This dude absolutely annihilates the theory of evolution in 70 seconds. Life does not come from non life. We did not evolve from a single cell organism. Believing in evolution takes faaaaar more faith than believing in a creator.

Serenity (@aleabitoreddit) 's Twitter Profile Photo

High conviction long: $AAOI. I genuinely think this could easily be a 3x by next year. Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T. $LITE uses FN in Thailand for volume production, and has it's own manufacturing in Thailand. I will keep

High conviction long: $AAOI.   

I genuinely think this could easily be a 3x by next year.  

Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T.  

$LITE uses FN in Thailand for volume production, and has it's own manufacturing in Thailand. 

I will keep
Yiannis Zourmpanos (@yianisz) 's Twitter Profile Photo

You can make a lot of money in the photonics / SiPh market if you position early.. What Im doing right now is watching the photonics supply chain very closely ahead of Optical Fiber Communication Conference 2026 next week. OFC tells you where the photonics industry will be in

You can make a lot of money in the photonics / SiPh market if you position early..

What Im doing right now is watching the photonics supply chain very closely ahead of Optical Fiber Communication Conference 2026 next week.

OFC tells you where the photonics industry will be in
PaganoCapital (@dg_fit61882) 's Twitter Profile Photo

🚨 The Optics Supercycle is Sold Out $LITE $COHR $AAOI $NVDA $AXTI If the transition to advanced optics has been further delayed by copper, somebody forgot to tell the optical supply chain. There is a lot of fear in the photonics trade right now, largely sparked by Broadcom

TheValueist (@thevalueist) 's Twitter Profile Photo

$MRVL EXECUTIVE OVERVIEW The reported quarter was strong, but the real event was the magnitude of the forward reset. Q4 FY26 revenue was $2.219 billion, up 22% y/y and 7% q/q, with non-GAAP EPS of $0.80. Q1 FY27 guidance was set at $2.4 billion +/-5% of revenue and $0.79