The Optimus

$NBIS My 2026 price target => 185$ per share This stock is severely undervalued - 355% yoy revenue growth - 20B backlog - 7/9B ARR 2026 - 2.5GW contracted power 2026 - Nebius cloud "Aether 3" - Aiming 20-30% Ebit margin - Highly skilled talent pool - 170$ Avg PT

@aleabitoreddit @HarshaRenga96 What’s your Marcet cap target for 2027 @aleabitoreddit? 😯🎯

I said this before but I have high conviction in $SIVE. I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start. Also helps that 22% of their company are PHDs so entire team is cracked. CHIPS ACT, all these likely partnerships from $NOK to $AAPL also gives a ton of credibility to the IP moat they've built. They just lacked the funding before the recent market interest in Sivers. But I'm very interested to see what they can do from here.

For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T. They basically supply lasers to the leading players in the CPO space. From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got big. And now with large players like $JBL for 1.6T LRO + more test/qualifications underway for pluggables. They've finally solved the Catch22 problem, and have the attention of the market to pull off foundational CPO related IP acquisitions downstream on NASDAQ listing (or now with equity). And expand revenue as much as possible from the laser source into: -> Optical Engine/ELS value. -> Optical Transceiver IP Just like $LITE did to drive their valuations from $2B -> $80B in 2 years. But instead of EML + pluggables, Sivers is doing this for the CPO supercycle, the fastest TAM expansion in history for photonics. I'm following the story for them to pull this off this David vs. Goliath shift catching up to $LITE. More than I care about little MC % returns that's happening currently.

$SIVE We’re now officially up 2200%+😱 My first 20x bagger I think this one has even more room to run in coming moths/year CPO market to grow extremely fast🔥 Followers→ full portfolio with next plays $TSM $DRAM …

Once a decade opportunity My new focus → Agentic AI 🧠 Market will grow from 10B - 200B by 2034 -30% cost reduction when used 😯 Top beneficiaries $MU $AMD $INTC

“How will you ever beat Wall Street😱👀 ?” Just look, Micron: $MU - Growth: 196% YoY - Revenue Guide: ~261% YoY - Valuation: $527.27B Market Cap + Forward P/E 9x You already now what I’m doing next… $SNDK $MU $DRAM

$ASTS 😱💸 Can see this going to 150$ soon Near 200 Ema/SMa 🥂 30x Revenue growth by 2028 Are you invested in ASTS?

@aleabitoreddit Already up 100%+ on Sive. Great insight man, I enjoy researching your stocks🙌 Had to act on SIVE, was to undervalued 👀

Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5. $KEYS - $57.3B 6. $ATEYY - $130.4B 7. RoboTechnik (ficonTEC) - $11.4B 8. $GLW - $141.2B 9. $LITE - $63.8B 10. $SIVE - $950m 11. $FN - $24.7B 12. $ASX - $63.3B For publicly traded names. Equal weighted long on the ecosystem from their presentation might not be a bad idea? I still find it funny how everything publicly listed is trading in the tens of billions. Then there's some small Swedish laser company there next to $LITE.

$AMD / $NVDA CPU’s are the new gold Agentic AI => 4x demand 😱💸 the next infrastructure trade is already here the CPU is back and this time it's structural, not cyclical Full Article on $NVDA out ( and price targets) on substack! Fully free ofc and in bio🫡

$RKLB Rocket Lab's CEO sold $141M in personal shares in two days. The stock is up 300% in twelve months. The flagship rocket is two years behind schedule. And I'm still holding. After my research i got pretty hyped to buy some shares 😂 full thesis on $RKLB —substack in bio

$NBIS No sell I see a local top around 180$ Long term it will melt your eyes 👀💸 => Eventually this will be 700$+ Full article out ( substack in bio)

$RKLB Rocket Love go to 110+ and retire people Comeback to this in 1 month and we’ll see ✍️👀 I’m pretty confident about this one, NFA

$AMD JUST HIT A NEW ALL-TIME HIGH 300$ coming sooner than we thought… You know $NVDA is next 😏

$MSFT | 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭: TD Cowen maintains 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨 $𝟓𝟒𝟎, 'Azure Upside Likely Capped But More Eyes on Copilot' Analyst sees Azure growth steady but capped, with Copilot narrative as potential upside driver amid rising capex. $NVDA $AMD $NBIS

It never stops surprising me how nobody wants a stock on the pullback but everyone wants it ~35% higher. Now after a $2B $NVDA investment & $27B $META deal, everyone suddenly wants $NBIS exposure. Full free article on how to find 2x’s like Nebius out on substack! => in bio 🫡

Markets have shifted since 2025, & this year large cap names will lead versus smaller caps. 1. $GOOGL will be $430+ 2. $AMZN will be $330+ 3. $TSLA will be $600+ 4. $MSFT will be $500+ 5. $AMD will be $320+ Many will make millions off these names…

So apparently it’s not over for $MSFT Who could’ve seen that coming? $NVDA $AMD $MU also up a lot 🥂💸 You buying?

$NVDA is one of the clearest buys there is 🫡🥂 This stock is severely undervalued even at 200$ => Financials/ Valuation / Future all extremely well 💵👀 Are you buying? Article is finnaly out! Very excited to show you 😄 Substack in bio, and yes it’s free :) $AMD $ASML

@StockSavvyShay $NBIS is a clear winner in this AI age. 🔥🫡 This stock is expected to make 30B in 2029. It’s not even trading with a market cap above 40B… Another winner of this AI age in $MU ( did an article on it yesterday for those who want my targets)

Jensen Huang said $NVDA helped support names like $CRWV & $NBIS early on because many of today’s AI clouds would not have scaled the same way without that backing. He said the point was not to pick winners but to help the broader Nvidia ecosystem thrive.

I'm up 121% YTD, want to beat the Wall Street? 😱💵 1) $MU ( Memory demand trought the roof) 2) $NBIS ( AI neocloud + 50B backlog) 3) $CRDO ( Photonics and copper cycle) 🟢These will beat market with ease in the coming 1-3 years substack in bio :) and yes its free 🫡

Important post don’t miss it! •Trump 🇺🇸 said China 🇨🇳 had allegedly agreed not to supply weapons to Iran •Deal tied to keeping the Strait of Hormuz open. •This is bullish for markets🥂🟢 I see cooling down a bit => pump into next week🫡 Top players are $NBIS $MU $CRDO

@norveclifinance I disagree here. Both want to oframp a s I do see an agreement being reached! But we’ll see ofc

I sold all my stocks and moved to cash. I do not think Trump and Iran can reach a real nuclear deal. Iran will not give up its nuclear program, and it will not give up control tied to the Strait of Hormuz either. That is why I do not think a real agreement is coming, and I believe stocks are near a top here. So I exited everything and moved to cash. $SPY $QQQ $DIA $IWM $NVDA $AMD $MU $TSLA $AAPL $MSFT $CRDO #Trump #Iran #Hormuz #NuclearDeal #StockMarket #Investing #Trading #Geopolitics