Stocks GOAT

Rolls Royce $RR £1,300 +15% Almost to trade target 🎯

$AAOI Gets spicy above $188.... 🌶️

I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were the only high volume SiC foundry in America. Making them extremely “critical infrastructure”… Verbatim from the US Gov. And they’re the first comprehensive pure play foundry for SiC/GaN. So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard. For long term photonics exposure: They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now. And production ramp up in 2027/volume production H1 2028 expected. So you have a company at $1.5B MC: Critical both on the power semis front to the US government. And critical to both photonics front to the EU government. Coming off of a legacy drag cycle with auto and others (similar to Soitec). I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies… Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.

$AAOI Just gave you one final, lovely entry in to this before the move to $230

$LPTH $15 +40% Took profit, thanks for playing.