@WookyMonster don't tweet me bro

$AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC... Is enormous. $LITE and $COHR might be crowded, but. We'll likely see rotation upstream like: $ASML-type suppliers: - Aixtron (ETR: AIXA): ~75% share for inp MOCVD - $VECO -

$AAOI looks like an early $SNDK. And is likely going much higher than a $5.5B MC over the next year. On their earnings call: - 3 hyperscale customers (probably $GOOGL, $AMZN, $MSFT) - "they would like to buy all the transceiver we can make for 800G and 1.6". - completely sold

Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day? You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gaining 41%… Large part of it is just going long on the right sector/players...

Everyone was doomposting $EWY 2 months ago. Calling it “Silver Crash” or “KOSPI crash bubble” Now they’re all flip flopping opinions, saying they were bullish memory all along. Even despite fear posting from $RPI to $SIVE, my thesis ends up right. Main reason I got 245K+

FOR THOSE ASKING CHEGG IS THE FIRST MULTI BILLION DOLLAR COMPANY KILLED BY AI IMO DOWN 97% IN THE LAST 5 YEARS $14 BILLION -> $120 MILLION IF YOU INVESTED $10,000 YOU WOULD NOW HAVE ONLY $125 $CHGG