SarautiyPrecise Market Analysis

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This has gotta be the dumbest selloff reason… someone could have provided? I am 99% sure names like $AAOI or $TSEM couldn’t care less about one internal leak of OpenAI’s high flying goals. But algorithms go reeee when they see mainstream media narratives like this. Perfect example on why nobody trusts them anymore for fully accurate reporting. That being said, corrections are always healthy to make higher highs.

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Woah no way. $IBKR has Korean stocks now. This is going to be fun, I had a lot of ideas in mind I couldn’t long.

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“1.6T optical modules are near mass adoption this year” So nothing new but this just confirms timelines for volume production/mass adoption H2 2026. $AVGO and $MRVL are cited as main beneficiaries in the report but names like $AAOI are probably the most profound beneficiaries (largest 1.6T capacity US projected) for the pure play exposure. $JBL also set to go brrrr but my guess is H1 2027 with wave2 architectures since their LRO architectures remove the DSP (with $INTC SiPH acquisition IP). Jabil would be a good contrarian long in the broader 1.6T supercycle coming up if this gets broader adoption from $META validation but benefits anyway. And especially $SIVE that powers Jabil 1.6T LRO, that when they scale, it scales laser demand too. I think everyone focuses on the upstream supply chains nowadays but going long on Broadcom and Marvell doesn’t hurt too.

Sunday mornings hit different with homemade pancakes, board games, and zero alarms. Grateful for these slow, messy, perfect moments with my crew.

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Cozy Sunday morning: fresh coffee, open window breeze, and a good book. Perfect slow start.

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Chasing sunsets u0026 starry skies—campfire s’mores, tent chats, and no alarm clocks. Pure magic, no filters needed #WildernessVibes #CampLife

Let the rhythm wrap around you—close your eyes, let the music breathe, and feel every note light up your mood.

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