musings (@j_xuey) 's Twitter Profile
musings

@j_xuey

ID: 21358855

calendar_today20-02-2009 00:48:51

10 Tweet

41 Followers

1,1K Following

Serenity (@aleabitoreddit) 's Twitter Profile Photo

$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'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 -
Serenity (@aleabitoreddit) 's Twitter Profile Photo

$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

$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
Serenity (@aleabitoreddit) 's Twitter Profile Photo

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...

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...
Serenity (@aleabitoreddit) 's Twitter Profile Photo

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+

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+
GURGAVIN (@gurgavin) 's Twitter Profile Photo

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

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