BP

Rebalanced my portfolio: Currently holding $AAOI $NBIS $INTC $AMZN I think this earning season will start another tech bull run and these will benefit. Amazon is smallest position at 10% of portfolio others are equal weight

A bunch of bullshit. Probably will be back in the double digits tomorrow

Haven’t heard from @retard3dinvst0r Hope everything’s okay Nothing but green since you left

I almost don’t even want to tweet about $AAOI at this point it’ll just tank

The volume on $AAOI is so low wait till this rugs

@milliwilly2015 Gotcha waiting on a nice 9:30 rug

@BPAlphaedge Tomorrow

Was busy at work today? Someone fill me in on why $AAOI wasn’t down 8 percent today?

This is my quant

That didn’t take long

@bullwallstreet2 I don’t even own a share, but I don’t think it’ll pop like that before earnings, but maybe after. If people trusted their ownership it’s a 120 dollar stock

@BPAlphaedge Exactly. I think it sees a nice run up before earnings. PT 35 end of month

$SMCI at these levels is just a ridiculous bargain. I don’t even know if the leadership matters at these levels 13B market cap with a projected 40b dollar 2026 revenue? Make that make sense

@ak_dfranco @JonkooTrades Hahaha

@JonkooTrades Thanks bro, will short more on Monday.

$AAOI just broke ground on ~400,000 sq ft in Texas and the stock ripped 11%. But almost everyone missed the best part. I went through the filings, the property records, and the local reporting. What's inside: ▸ The $58.4M two-building campus they quietly bought in April ▸ The detail nobody connected → the $94.1M ISO Class 6 cleanroom from the July 1 8-K is INSIDE the new campus. Same address. FAB4 lives in Building Two ▸ The tell → that cleanroom is 3x the size of the one they signed just four months earlier, with the same builder. You don't triple a cleanroom order for demand you can't see ▸ The full Texas map → every site, every date, every dollar, ~900K sq ft ▸ The ramp it all feeds → ~100K units/month to a 930K+ target by end-2027 This is what conviction looks like when you can read it in the filings. Full article below. Not financial advice. DYOR.

All the fud surrounding Kimi k3 does not affect the neocloud and hardware sector. Maybe scary for chat gpt, Claude, Gemini. But they still need compute no matter the model. Long $NBIS $AMZN $CLSK $IREN

$INTC is a much better investment than $AMD at this point. Trump will prop up USA manufactured tech. Plus you never have to worry about China just invading Taiwan and now $NVDA and $AMD have serious issues. Long $INTC

@StockCharts4L @retard3dinvst0r please tell him

@BPAlphaedge mid 80's possible...minimally will retest, $91.50...but doubt a 30% rug coming

If anyone thinks this is the V shaped recovery you are wrong. $AAOI will rug a minimum of 30% next week

“The goy has held much longer than expected” $AAOI

Just want to bookmark this for a month from now. Jim Cramer at 6:54 on Thursday 7/16 went bearish on $AAOI Will report back on this in 1 months time

I almost came hearing him live on mad money saying this

UPDATE: JIM CRAMER BEARISH ON $AAOI THE BOTTOM IS IN!!!!!

@HasegawaMi16580 I’ll kms

@BPAlphaedge $INTC

$INTC and $AAOI are basically the same price. Which gets to $200 first?