dfdez0200
200 posts




Let's set the record straight. March: we called the bottom. June: we called the top. You can scroll back. Here's what should bother you. The setup loading now isn't in the playbook. Liquidity draining. Calendar closing. Relief in a void. The people who miss it will swear there was no warning🧵


Siempre me pasa lo mismo. No vendo ---> cae Vendo ---> Sigue subiendo

@gladiadormerval Curso? Los timberos se hacen en la ruleta no en el pizarrón. Decile que haga x20 hasta que se funda o le pegue



I’ve said it in the past, Jabil might be the best thing to happen to $SIVE Jabil (JBL) – Q3 FY2026 Results (reported June 17, 2026) Q3 Highlights: +Net revenue: $8.8B +GAAP operating income: $445M +GAAP diluted EPS: $2.59 +Core operating income (Non-GAAP): $504M +Core diluted EPS (Non-GAAP): $3.16 Beat across the board vs. Q3 guidance (consensus was ~$2.83-3.23 core EPS range). Q4 FY2026 Guidance (raised): +Net revenue: $9.2B – $10.0B +Core operating income: $589M – $649M +Core diluted EPS: $3.80 – $4.20 Key quote from CEO Mike Dastoor: “AI infrastructure demand remains extremely strong, and our full-year AI-related revenue outlook is now meaningfully higher.” He also cited better-than-expected recovery in Automotive and Connected Living. JBL is a major EMS (electronics manufacturing services) player deep in AI infrastructure supply chains – servers, networking, data center buildout. The raised AI revenue outlook and strong Q4 guide is a bullish read-through for the broader AI infrastructure stack, including names like $AAOI, $SIVE, and the CPO/photonics ecosystem. The $9.2B-$10B Q4 guide is a significant step-up that signals hyperscaler capex is not slowing. Hyper bullish for my photonics names. $SIVE above 100 SEK or $10 is just an open invitation for institutional investors. Bullish $SIVE Bullish $AAOI




$AAOI No ticker lives so cleanly right at the intersection of MOON and DOOM than this one. Wake up. Flip a coin. Reverse engineer a narrative. Call it a process. BAAM!!








Anyone want to guess what happens next? $SIVE









