luminary

Bullish $AEHR into earnings. Looking for a quick pump here since down over 40% from the highs. As AI chips and advanced packaging ramp, every chip has to be tested before one failure ruins the entire package. AEHR collects the toll on that growth. its not that deep.

Is AAOI really still $175…

Been a long time since we had a CPI print that was unironically important. I was hoping AGI would be in charge of monetary policy before this happened again.

As of July 13, 1.2 million Korean leveraged retail accounts triggered margin calls; of these, 320,000–360,000 accounts were fully forcibly liquidated by brokers (some had partial negative balances owed to brokers).

BREAKING: Trump notifies Congress of new war against Iran, per POLITICO

Morgan Stanley on CPO: What are the Transmission Approaches As Industry Eventually Hits "Copper Wall"? "Co-packaged optics (CPO) is emerging as a critical architectural shift for AI datacenter networking, driven by the rising power, bandwidth, and density constraints of traditional pluggable optical modules" "Reduced interconnect power is the most tangible near-term benefit, with CPO potentially lowering optical interconnect power consumption by roughly 50-80%" "Key participants include Broadcom and NVIDIA in switch platforms, Lightmatter, Ayar Labs, Marvell/Celestial AI, and POET in optical engines and photonics, TSMC, GlobalFoundries, and Tower in silicon photonics foundry capacity, and Lumentum, Coherent, and Sivers in laser supply."

$AAOI Tons of people asking me this ticker last few days on discord if they should enter. I kept hammering to NOT buy , this is up 850% in 2026 and you could see a mile away the momentum fading. Now it lost the 200ema 4HTF Start learning to read chart.