MissingLinks

@PhotonCap 🔥🔥🔥

Interested in $LWLG? You can find the clue of the big jump from the article quoted.

@TheValueist It going to 600-700 by 2028

Congratulations if you survived this Iran war own goal craziness. Hopefully, the worst is behind us, and both sides realize it is better to reach a peaceful resolution to whatever remains. I don't see how the global GAI weapons dealer, $TSM , isn't a $500 stock by 1/21/28 with some sort of peace in the Middle East. The chart looks strong and poised for a breakout. As always, I am happy to hear the other side.

@girdley @zerohedge @blondesnmoney x.com/blondesnmoney/…

@girdley @zerohedge @blondesnmoney first $SNDK gets put into the Nasdaq 100. Now Reddit is stealing your jokes

Meanwhile, over on Reddit...

Just like $AAOI and $AEHR. We are In before the crowd. Our $LWLG leaps are up 170% plus during the war. Always a bull market somewhere

@CryptoBrunie @aleabitoreddit $LWLG going to 15 soon

@aleabitoreddit @themissinglinks woops

I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec) - $COHR - Defensible compounders over time. Soitec - Substrate monopoly over silicon photonics / CPO architectural ramp at dirt cheap valuation (after recent 40%+ rise maybe still 1.4x book) Tower Semi - P/E in the 10's for 2028, 70%+ capacity booked already, $NVDA architectural partner, and basically the pure play $TSM of photonics. Coherent - Basically does everything from materials/substrates to lasers to transceivers in photonics. As well as fundamental supplier to many other verticals. Most High Beta/Extreme Growth Longs: $AXTI - InP duopoly with Sumitomo (that getting export controlled), upstream feedstock duopoly with Vital. Basically at the top of the entire photonics food chain is AXT. There's certainty export control risks, but my thesis is that if AXT goes down, the photonic buildout with AI goes down. So might as well go long on AXT. $AAOI - 10x revenue ramp into 2027. Laser -> Design -> Assembly, Made in America. Main uncertainty is execution, scaling laser capacity that they've bought from $COHR, etc. Demand from hyperscalers are all there. Can they deliver? I'd take the risk. $IQE - Basically completely dependent on restructuring and clearing debt (~$200M MC). Known $LITE supplier for epiwafers, and their main competitor was Landmark with a $3.5B+ valuation. The latent capacity is there with reactors, but they basically need to pull off a successful pivot over to photonics and cut off legacy drag for 10x rerating. Highest risk out there, but maybe worth the reward.s Long $GOOGL TPU Ecosystem: $LITE - Basically very high BOM related to optical due to OCS monopoly for Google. If you think Google TPU is a trillion dollar program that might end up like $NVDA, go long on $LITE. Google has $175-180B capex planned for 2026, and their CTO for AI Infra said they plan to up that Y/Y, probably spending $1 trillion in the next 8 years. If that holds up, $LITE is extremely undervalued relative to forward potential. Of course the supply lasers to other hyperscalers too, but I'd say it's more heavily tethered to Google growth. _ There's a ton of others out there I've covered like: $POET - I'm personally not long, but $400M balance sheet gives it good cushion. Just found Celestial from $MRVL ramp was too far out, eg. $500 million 2028, $1 billion 2029 projections, for revenue to be too material as of 2026. It largely depends if their interposers get other hyperscaler qualifications rather than backdooring through Marvell, which was the main bull case. $HIMX- I did find this thesis to be slightly compelling as a likely $TSM COUPE supplier. But personally, I preferred $SOI, and would just put more concentration into that (since Soitec known supplier already to basically everything silicon photonics, and is just coming out of a downturn). There’s a lot more like $NOK, $SHMN, that are interesting, but I’ve personally out concentration into the ones I find most compelling. As “crowded names” like $LITE, it does not mean there’s no upside left. It just happens to be more priced in until there’s new news. There's a lot of "critical suppliers" but there's a difference between importance in the supply chain... And converting that into extreme revenue growth eg. $AAOI -> $4.5 billion in revenue. But for TLDR photonics exposure, my portfolio looks similar to this: High Concentration (Safer) $TSEM foundry, $SOI substrate, $COHR everything Mix of Long + CSP (High Volaility): $AXTI substrate/feedstock, $IQE epiwafer, $AAOI transceiver supply chain Then Long Google with $LITE

My god $AAOI has Gilfoyle working for them. Send this thing to 200.

I absolutely love and agree with 95% of your posts on here. You have some real alpha. I agree on Cathie. But you really think this not going to trade well? Elon has created massive wealth for investors. Body bags of people that have bet against him. You really think that just stops here with SpaceX that has the most massive right tail outcomes of any company in the world?

Incredibly bearish the IPO you’d think you’d skip this after being complete shit for years but nah, run it back At the end of the day this is marketing. These are seg fund level grifters

This is incredible for US based AI data centers with access to nat gas. $NBIS and $CRWV going a lot higher.

@P_Remarks 🤣

The way software stocks look at me when they’re -70% right before going down another -50% and ruining my life

*SANDISK CORPORATION TO JOIN THE NASDAQ-100 INDEX. The team at @TFLabofficial first started buying $SNDK at 40. We Keep averaging up ok dips. Target remains 1000 per share

We added back $POET in the 5s at end of March. Got some upside calls as well today. We are staying long $LWLG till it gets more love from the big fintwit influencers. Still very under-owned. already over 2x on common and Multibaggers on leaps. Only @TFLabofficial

@Arronwei3n Who will be the asic partner is the question? $AVGO or $MRVL

It is BIG

$INTC from 42s. $AMD from 200. High conviction trades from the team that give you confidence to hold your winners. Only @TFLabofficial

In other news. Water is wet

$INTC just got $GOOGL as a customer. The team has 5 layers of call options that we started buying when the stock was 43. The first 4 are already free. Keep compounding those gains. Let the market tell you when it’s done. Only @TFLabofficial

Over 100% gain on Ta Liang 3167 TT in a month that I bought right before the war started. The supply chain for the AI build out has so many hidden gems

youtube.com/shorts/8qacysI… if you have studied trump in the past the more crazy he talks the better chance of taco

Told the team since noon. We looking up on dips. Did your team catch a 130 Point ES move and 600 NQ? Only @TFLabofficial