Rygon
1.5K posts









A total of $58,000,000 into these $MU calls. They loaded up all day long 🤔

JUST IN: Intel $INTC surges over 15% on report it will make chips for Apple $AAPL devices.



Just reiterating my disbelief: I have never seen a sector more bullish than CPO. GS reported Optical TAM 9X from $15b in 2026 -> US$154b in 2028 CPO making up $91B of that. Starting from ~$164M (Modor for 2026 / sampling) to $91 Billion (GS 2028) 55,000%+ CPO growth curve starting from today This is exactly why algorithms / analysts mess up because they might look at TTM revenue at these CPO names. But everything happens in the next two years with $SIVE to Shunsin to MSSCorps to $SOI. This is Zero to 100 from a massive architectural shift pushed by $NVDA. I genuinely still don't think retail or markets understand what's coming yet.



$MU Sell your house and buy calls over $470















