MikeyG
793 posts

MikeyG がリツイート

I thought we would go over the $CAR dynamics in a deep dive which I haven't done in a while publicly.
I hope this explains what was lacking on Fintwit.
THE SHORT BEAR@TheShortBear
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@market_sleuth Same… bought Puts then got the drop. Then the taco after close and bought calls.
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@stockplaymaker1 I’m buying the psychedelics for the long term after Trumps announcement. Specifically the ones who use Ibogaine. $CMPS and $ATAI
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🚨 Psychedelic stocks are BLASTING OFF after Trump’s game-changing Executive Order!
On April 18, President Trump signed an EO fast-tracking FDA reviews for psilocybin, ibogaine & other breakthrough therapies targeting depression, PTSD & treatment-resistant mental illness.
Key wins:
✅ Commissioner’s National Priority Vouchers = review times slashed from months to weeks
✅ $50M federal funding to supercharge research
✅ Expanded Right to Try access for patients
✅ DEA/FDA barriers dropping + potential rescheduling post-approval
CMPS (COMPASS Pathways – COMP360 psilocybin) & ATAI (AtaiBeckley) are perfectly positioned. CMPS just commended the White House move, and both stocks surged 22-25%+ in pre-market today.
Peter Thiel has been ALL-IN on this space for years — he led ATAI’s massive $125M funding round, doubled down through IPO, and ATAI (his backed platform) even snapped up big stakes in CMPS. Thiel’s vision: treat mental health with the same urgency as every other illness.
This isn’t hype — it’s a structural tailwind. Faster approvals + political support = potential multi-bagger runway for these innovators as the mental health crisis finally gets real solutions.
$CMPS $ATAI
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Meteorologists Warn About Super El Nino Event zerohedge.com/weather/meteor…
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I’d say that fib level on $CRCL was pretty accurate.

MikeyG@MikeStocks_
⚠️ Watching $CRCL closely here. The $102 area is key support based on the Fibonacci levels in the chart below. If price loses that level with momentum, the next major level on my chart doesn’t show up until around $90. That would be a pretty quick downside move if sellers step in. For now: • $102 = must hold • Below $102 → $90 becomes a real possibility
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@colin_gladman We might test that 641 today if we keep getting such great news 😂
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Stocks Look Unpriced For A Re-Escalation In War zerohedge.com/markets/stocks…
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🚨#BREAKING: The official White House account shared a mysterious video with its 4.1 million followers, captioned ‘sound on,’ showing a close-up of a woman’s shoes.
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⚠️ Watching $CRCL closely here.
The $102 area is key support based on the Fibonacci levels in the chart below. If price loses that level with momentum, the next major level on my chart doesn’t show up until around $90.
That would be a pretty quick downside move if sellers step in.
For now:
• $102 = must hold
• Below $102 → $90 becomes a real possibility

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Say less Robert.
I’ll make sure you recently unfollow as well.
I don’t want to stress you out.
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Robert F@txxthie
@colin_gladman Allow the market to do your talking. I recently began following your posts and find the negativity directed towards the current administration and other traders to be tiresome.
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MikeyG がリツイート

$AAOI up 18% today. Let me tell you why I think this is still early.
Most people found this stock at $40. Some found it at $60. I want to talk about why $113 is not late.
The story here is not about momentum. It is about a company that is physically impossible to replicate quickly and financially mispriced relative to what its revenue will look like in 18 months.
Here is what $AAOI actually is.
Every AI data center running at 800G or above hits a hard physical wall with copper wiring. Heat. Power consumption. Data loss. The only solution is optical. Light instead of electricity.
And the heart of every optical transceiver is a laser. Growing those lasers requires a fabrication process so difficult that almost nobody does it in house.
$AAOI does it in house. In Texas. That is the entire moat in one sentence.
Amazon and Oracle are not choosing $AAOI because they like them. They are choosing them because at the speeds AI infrastructure demands right now there is no other commercially available option at scale.
That is a different kind of customer relationship than preference. That is dependency.
Now look at the numbers.
Revenue goes from $500 million in 2025 to over $1 billion guided in 2026. Management projects a monthly transceiver run rate of $378 million by mid 2027.
Run that out annually and you are looking at a $4.5 billion revenue trajectory. The market cap today is $8 billion.
$LITE is valued at $40 billion. $COHR at $50 billion. Both growing slower. Both without the in house laser fabrication advantage. Both less exposed to the 800G and 1.6T ramp that is happening right now.
The valuation gap between $AAOI and its peers is the trade. When the street starts covering this company the way it covers Lumentum and Coherent, the repricing will be violent.
$200 million in 800G orders. $50 million in 1.6T orders. Demand outpacing production capacity through mid-2027.
The run up is not the story.
The fundamentals are the story.
And the fundamentals say this is not done.

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MikeyG がリツイート

Alright let’s see who’s here to learn and who’s here to sit around with their thumb up their butt.
Discord is getting them regardless, but for 2k likes, 1k for $TSLA and 1k for $NVDA, I’ll post both my trade setups and explanations for the low cost of FREE99 on my YouTube video.
Get it done today.
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