TheRealStevenW

I am officially continuing the 2026 $500 to $1 million account challenge next week! I turned $500 into $267,000+ in a single month last year. Millionaires were made by following me. LIKE this post in order to get full access to the account challenge group for all trades!

My next all in trade for the full port challenge is $MXL. It is down 30% from its highs in a broader semiconductor selloff and I think it snaps back. $MXL makes the high speed analog and mixed signal chips that sit at the edge of every communication system, cleaning up and converting signals so the rest of the device can use them. The legacy broadband business is the cash core. The growth engine is optical. Their chips go inside the 1.6T optical modules that move data between chips in AI data centers. And that optical business is inflecting hard. Infrastructure revenue grew 136% year over year and is now their largest end market. Q1 revenue up 43%. Management guided Q2 to $160 to $170 million, well above the $137 million the street expected. The AI optical ramp is real and it is showing up in the numbers right now. Here is the edge most people miss. MaxLinear builds its 1.6T DSP on Samsung, not TSMC. Almost every rival crowds into TSMC, which is sold out well into the future. By going to Samsung, MXL is standing in a different, shorter line. In a supply crunch they can ship when TSMC dependent competitors cannot. That is a genuine second source advantage that hyperscalers actively want to exist. And the recent CPO delay news is a tailwind for them. MXL sells into the pluggable optical world. Every year co-packaged optics gets pushed out, the pluggable world MXL lives in keeps running longer. The same headline that scared other optical names is quietly good for MaxLinear. For the setup. The stock got cut 30% in a sector wide selloff that had nothing to do with the business. The optical ramp is accelerating. The Samsung supply edge is real. And the next earnings print on July 22 is the catalyst that proves it. I think this caught too much downside in the selloff and it comes right back. NFA

$AMPG was up 25% yesterday and I still think it’s undervalued at current prices. AmpliTech designs and manufactures advanced RF and microwave signal processing components. In plain terms they build the hardware that sits inside 5G base stations, satellites, defense communications systems, and quantum computing infrastructure. Every signal that travels through a modern wireless network passes through components like theirs. The customer list tells you everything about the quality of what they build. Lockheed Martin. Boeing. Raytheon. NASA. These organizations have some of the most rigorous vendor qualification processes on earth. AMPG has passed all of them and is actively supplying product. Now here is where it gets interesting. $140 million in active LOIs with North American mobile network operators. Production shipments already started. Gross margins just expanded from 33% to 48% in a single year. Zero debt. $18.4 million in cash. Full year 2026 revenue guidance of $50 million representing 100% growth year over year. And the EU expansion is completely unpriced. European carriers are under EU mandate to eliminate Huawei and adopt Open RAN standards. AMPG’s certified O-RAN radios are exactly what Deutsche Telekom, Vodafone, and Orange need. A single EU LOI announcement is a company defining catalyst from here. Under 2x forward revenue on 100% growth guidance with defense, telecom, and space as simultaneous tailwinds.