Markets From Mick

Two word sayings that will shape my year: “Why not”, “what if”, and most importantly, “FUCK IT”

NEW WORLD RECORD: 18-year-old sprint phenom Gout Gout has clocked a stunning 19.67 time in the 200m run, surpassing Usain Bolt’s legendary mark.

$MU What the….?!

BREAKING: Details emerge regarding failed talks between the US and Iran as negotiations end with no deal. Details include: 1. Talks ended because Iran refused to offer a commitment not to develop a nuclear weapon 2. JD Vance says Iran has "chosen to not accept the US' terms" 3. Iran currently has "no plans" for additional talks with the US, per Iran's Fars News 4. Negotiations lasted for 21 hours and marked the first direct talks between the US and Iran since 1979 It appears the highly anticipated US-Iran talks have collapsed.

Every picture taken by Artemis II astronauts in one video

I genuinely cannot believe this

See ya in the Bahamas … $AAOI

@CitronResearch 😂😂😂😂😂

$AAOI , the short thesis this morning still holds, as for trading, this large piece of art hangs on wall in my office. Markets reward discipline, not emotion. Shorting demands patience, precision, humility, and most of all risk control Euphoria is temporary. Reality is not. No one said this was easy, despite what you read on X. Still short $AAOI.

@CitronResearch Put the fries in the bag bro

Citron Short $AAOI- The anti-$LITE Two weeks ago $AAOI was $85. Today it's $140. $3.5B in market cap added on a random press release. This stock should trade back to $85 once the roulette wheel stops spinning (which would still put it above consensus) Let's be clear about something. Citron is not an AI bear. Long $GLW, the fiber backbone every hyperscaler buys more of regardless of which architecture wins. Respect $LITE, Nvidia's chosen partner with real profits and real backlog. GLW is reasonable. LITE is expensive. AAOI is delusional. And the customer tells you everything. LITE's anchor is Nvidia , $2 billion invested directly into their supplier, booked solid through 2028, balance sheet that could fund a small country. AAOI's anchor is Oracle , 30,000 layoffs, $100 billion in debt, negative free cash flow, and a flagship data center expansion that just fell apart over financing. One company picks winners. The other is desperately trying not to be a loser. ONE NUMBER ENDS DEBATE!! Nvidia at its peak as THE monopoly in AI chips with $200 billion in annual profits peaked at 40x forward earnings at the height of AI bubble euphoria. And Nvidia earned that multiple with 75% gross margins, monopoly pricing, and no real competition. AAOI trades at 112x forward earnings, nearly three times peak bubble Nvidia, with 31% gross margins, heavy capex, one customer, and zero pricing power. To justify 112x you need Nvidia-like margins. AAOI has commodity hardware margins that are one Innolight price cut away from making their already imaginary path to profitability a permanent moving target. You are paying beyond monopoly multiples for commodity economics , backed by the most leveraged, most financially stressed customer in the hyperscaler food chain. Could write pages about the Amazon warrants and the execution risks and accounting but why confuse an obvious story. Expensive has a defense. Delusional does not.

1-2 bowls of dog food a day for 6 straight months will have you looking and feeling your best ever I don’t make the rules

Get your popcorn ready 🍿 $CRWV

NVIDIA-backed photonics company $LITE CEO Mike Hurlston said the company could be SOLD-OUT through all of 2028 within two quarters, as AI demand from U.S. hyperscalers continues to accelerate.

$CRWV management hates it’s own stock

The demand for compute is still off the charts no matter what anyone says. There are new datacenter + cloud deals being announced nearly everyday. AI spend isn’t slowing down, it’s accelerating. $CRWV $NBIS the two bellwethers with hot charts on the verge of big breakouts.

Everyone worried Anthropic is going to take over the world… Which entity HATES them? … the US Gov. Hmm which software company is getting wrapped in the “Anthropic is taking over the world” sell off AND is already deeply embedded in the US Gov interface? … $PLTR

Is CPI going to ruin everyone’s week tomorrow or is hot print priced in? $SPY

$SNDK > $MU $NBIS > $IREN & it is that simple

$CRWV management outdid themselves today 💀🤡

$CRWV | CoreWeave — $21B AI Infrastructure Contract Win Type: Contract Win | Materiality: High | Sentiment: Positive 🟢 CoreWeave announces an expanded, long-term AI cloud capacity agreement with Meta Platforms through December 2032 valued at approximately $21.0B. The contract covers inference workloads deployed across multiple locations, including initial deployments of the NVIDIA Vera Rubin platform. SENTIMENT A $21.0B long-term commitment from Meta — one of the world's largest AI spenders — establishes CoreWeave as a Tier-1 hyperscale AI infrastructure provider less than two years after its Nasdaq listing. Multi-location deployment with next-generation NVIDIA Vera Rubin hardware reinforces CoreWeave's technical differentiation and revenue visibility through 2032. Source: SEC | NASDAQ: CRWV | Filed: Apr 9, 2026

HOLY SMOKES. Italian physicist Paolo Di Lazzaro spent five years trying to reproduce the body image seen on the Shroud of Turin—and couldn’t. Using intense UV light, his team was able to create small areas of discoloration on linen, but recreating the full image proved impossible with modern technology. According to biblical scholar Jeremiah Johnston, Di Lazzaro estimated the process would require an extraordinary burst of energy: "Paolo told me it would take 34,000 billion watts of energy traveling in one 40th of a billionth of a second to change the chemical makeup of a fine linen shroud to leave that image... 'We don't have that power on Earth.'" "There was a chemical change to the shroud that if it had lasted longer than one 40th of a billionth of a second, it would've scorched." This is incredible.

@bubbleboi Frito-Lays makes the best chips

Intel will overtake Nvidia in market cap in the next 5 years. This is obvious I’ve been saying it for months now. A leading edge fab, the best CPU’s on the planet, and soon… leading edge AI inference. This is certain.