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SherLock Knows 🟧
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SherLock Knows 🟧
@Sher_Lockknows
Join the free discord-https://t.co/vCdww48mqd Haven’t had a losing month since August 2023. Up over 100 units this month!
Katılım Aralık 2022
74 Takip Edilen129 Takipçiler
@johhnyWalkerAZ I’m in Buffalo!!!!!!!! Go to fat bobs if you like bbq !!!!
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I took some of my $POET money profits and deposited half in my bank. The other half I reinvested.
Tomorrow I fly to Buffalo to watch them play hockey. Never been there before but I’m at the point where I can afford to take off and have some fun if I like. The only thing I know about Buffalo is they have long suffering fans and they invented chicken wings. Let’s see if they can beat those Frenchies from Queerbec
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Tomorrow am expected moves $SPOT expecting 50ish, $UPS 7ish, $GLW 17ish
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@FrankTradesz I have shares and a larger position in options
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$GLW
High-tight flag breakout continues to be a leader in photonics, major part of the AI infrastructure.
ER PRE market Tuesday
Major PEG could come
But notice as soon as it left its channel from 2002, it went vertical.
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There’s so many doubles coming
YodaStocks@YodaStockInvest
What stock is an EASY DOUBLE from here? Theres not many left in this market.
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@StockSavvyShay @meetblossomapp $GLW to 200 this week!
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2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, DSPs & active cables for rack-level signal integrity
• $AEHR burn-in & reliability test systems for photonics & AI hardware
• $CIEN optical transport systems that move long-distance data traffic
• $ALAB PCIe & CXL connectivity chips linking CPUs, GPUs & memory
• $FN contract manufacturing for optical modules & networking hardware
• $AAOI data center optical transceivers with in-house laser manufacturing
• $LITE high-speed lasers & optical components for data center transceivers
• $COHR photonic materials, lasers & components across industrial & AI systems
• $AVGO Ethernet switch chips, custom ASICs & optical components for AI networks
Shay Boloor@StockSavvyShay
THE 7 LAYERS OF PHOTONICS 1. Materials & Wafers (substrate layer) $AXTI, $IQE $WOLF, $COHR, $LWLG 2. Tools (fabrication layer) $ASML, $AMAT, $LRCX 3. Lasers (light generation layer) $LITE, $COHR, $LASR, $SMTC 4. Foundries (manufacturing layer) $TSM, $TSEM, $GFS, $UMC, $INTC 5. Test, Inspection & Packaging (reliability layer) $AEHR, $VIAV, $ONTO, $AMKR, $FN 6. Optics (module layer) $AAOI, $POET, $GLW 7. Networking (connectivity layer) $CRDO, $MRVL, $AVGO, $ANET, $CIEN
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@crux_capital_ $GLW will be above 200 end of this week!
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@nimar495450 @stonkstradamus $GLW will be 200 after earning
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@ChartsJavi What do you expect price to be after earnings
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@MartyChargin @rubinj57 Agreed I’m expecting over 200 also
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@rubinj57 $GLW ... They report earnings on Tuesday morning... prolly be over $200 Tuesday evening?🤣😂📈
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$GLW ... Corning files mixed securities shelf offering (175.89 +6.39)
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SherLock Knows 🟧 retweetledi
SherLock Knows 🟧 retweetledi
Just a shower thought... it’s extremely patriotic and positive sum to be investing in American National Security and supply chains like $AMSC or $NVTS.
For the longest time hedge funds shorted domestic American sectors like energy + Solar to the point of bankruptcy...
By betting with China on their state subsidies.
and many years later, as a result: we have little excess energy capacity needed for AI compared to China.
By investing alongside the White House and $NVDA to securing US supply chains with up and coming American companies…
Stocka goes brrr? US companies go brrr? And America goes brrr?
(Disclosure: I’m American, and heavily biased toward US)
Serenity@aleabitoreddit
Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Banks $VSH - power capacitors and capacitor banks Substations & High-Voltage Circuit Breakers $POWL - substations/switchgear $AZZ - substations Transformers $HPS.A - My favorite for transformers $SPXC - power transformers Electrical Core Steel $CLF - Only producer of electrical steel in America? This included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing. Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others. There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.
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SherLock Knows 🟧 retweetledi
DOUBLE BEAT & $TXN SHOOTING HIGHER AFTER HOURS!
Schaeffer's Investment Research@schaeffers
TEXAS INSTRUMENTS $TXN EARNINGS ARE OUT! 🟢 EPS: $1.68 | Est. $1.36 🟢 REV: $4.83B | Est. $4.53B IMPLIED MOVE TOMORROW: ±5.55%!!
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SherLock Knows 🟧 retweetledi
