AIcceleration Holdings

As I was writing my $POET report I was of course digging into $SIVE and $MRVL and Celestial AI And I realized that what Marvell and Celestial are working towards isn't fully understood by a lot of my followers And definitely not fully understood by the greater market So I'm writing up an article about it right now All you $MRVL heads will like it

Citron Short $AAOI- The anti-$LITE Two weeks ago $AAOI was $85. Today it's $140. $3.5B in market cap added on a random press release. This stock should trade back to $85 once the roulette wheel stops spinning (which would still put it above consensus) Let's be clear about something. Citron is not an AI bear. Long $GLW, the fiber backbone every hyperscaler buys more of regardless of which architecture wins. Respect $LITE, Nvidia's chosen partner with real profits and real backlog. GLW is reasonable. LITE is expensive. AAOI is delusional. And the customer tells you everything. LITE's anchor is Nvidia , $2 billion invested directly into their supplier, booked solid through 2028, balance sheet that could fund a small country. AAOI's anchor is Oracle , 30,000 layoffs, $100 billion in debt, negative free cash flow, and a flagship data center expansion that just fell apart over financing. One company picks winners. The other is desperately trying not to be a loser. ONE NUMBER ENDS DEBATE!! Nvidia at its peak as THE monopoly in AI chips with $200 billion in annual profits peaked at 40x forward earnings at the height of AI bubble euphoria. And Nvidia earned that multiple with 75% gross margins, monopoly pricing, and no real competition. AAOI trades at 112x forward earnings, nearly three times peak bubble Nvidia, with 31% gross margins, heavy capex, one customer, and zero pricing power. To justify 112x you need Nvidia-like margins. AAOI has commodity hardware margins that are one Innolight price cut away from making their already imaginary path to profitability a permanent moving target. You are paying beyond monopoly multiples for commodity economics , backed by the most leveraged, most financially stressed customer in the hyperscaler food chain. Could write pages about the Amazon warrants and the execution risks and accounting but why confuse an obvious story. Expensive has a defense. Delusional does not.

Update: Trump says Palantir has great war fighting capabilities and equipment A single post on Truth Social added ~$10,000,000,000 to $PLTR's market capitalization

I've made multi-millions riding hot sectors and proxy trading seismic IPOs/events. As you know, SpaceX is going public soon. The market has priced in the announcement of it, but it's impossible to properly price in a $1.75 Trillion IPO. The influx of money and surge in the Space sector is unfathomable. Position yourself correctly and this could change the entire trajectory of your trading year. There's a reason we've been calling out so many Space-related tickers lately... $FLY $SATL $SIDU and now $SPIR 🔥. Nailed AI/HPC, defense, and mining last year. Banked on oil, defense, and energy earlier this year. And Space is playing out exactly as predicted, and there's a lot more room to go. I've been posting the exact blueprint on here, and what to trade. Unwise to sit on the sidelines. There's money to be made.