Diamond Hands

Just today, $NVDA CEO Jensen Huang mentioned, $NVDA will scale AI systems using optics. Top companies that develop optical technologies that are set to be winners in next generation AI cycle- 1. $LWLG - Electro-Optic Polymer Lead 2. $LITE - High Speed Laser Optics Leader 3. $AAOI - AI Transceiver Supply Leader 4. $COHR - Integrated Photonics Powerhouse 5. $AXTI - Semiconductor Substrate Specialist 6. $CIEN - Optical Networking Innovator Bookmark this post for later!

*AI CHIPMAKER CEREBRAS SYSTEMS PRICES IPO AT $185 PER SHARE *RAISES $5.5B IN YEAR'S BIGGEST IPO *GIVES CEREBRAS A MARKET VALUE OF ABOUT $40B

$NBIS is becoming one of the biggest winners in the new AI economy because it can deliver compute efficiently at scale. The number that mattered most to me was Nebius seeing four or more customers competing for every GPU it brings online (huge for AI cloud market). Management also said they raised prices again and are still selling out across both old and new GPU generations which is one of the cleanest pricing power signals you can get. This is a $100B company in the making.

$RKLB JUST BECAME A 20-BAGGER FOR ME 🤯

Anyone else grab $AAOI in the 130's? Everything looks to be going to plan. Another situation with these photonics stocks where listening to management talk is way more important than the numbers. This is a forward growth story about becoming "a top 3 global laser supplier" with the ramp not starting until H2. The company raised full year guidance to $1.1B from $1B. Talked about their 900,00 sq. ft in U.S. factory space doing up to 30% production in USA on top of their 700K+ Taiwanese space Discussed their CPO laser which they plan to 80x production of (said they're in talks with several customers on this) Said margins could get to 40% towards end of year up from ~30% Working with 3 hyperscalers, one qualified, another almost qualified. Lin said real demand is $1.4-$1.5B even though they can only fulfill $1.1B. The company re-affirmed their target of hitting $450 monthly revenue in June/July 2027 which would imply an annual revenue run rate of $5B+ at a current market cap of ~$12B. This is what has triggered the massive re-rate. Execution risk remains crazy high but management just doubled down on what they previously said which is why the stock trade as high as $190 recently. I just don't think the strategically important infrastructure of AAOI (domestic laser fabs, vertical integration, CPO laser) is being given enough credit here. This could easily still be a multi-bagger if they execute, with the possibility of being worth several tens of billions in the next few years hence why it's the largest position in my photonics fund.

#추세추종 $AAOI 오늘 다시 도우전!