John

@yvesstocks Can’t be plugging numbers like this at random LMAO

I'm so bullish on $AAOI you can't comprehend. my own model used as a source.

AOI has begun construction on its two adjacent properties in Pearland, Texas, adding nearly 400,000 square feet of manufacturing capacity to increase production of its 800G and 1.6T optical transceivers. $AAOI aoinc.co/4bK0QeT

@aleabitoreddit Made with AI tag?

So Jensen himself went out to do damage control with $NVDA delays reports apparently: 1. Jensen Huang said no delays: - 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay. - Debunked the rumor that the next-generation flagship, Rubin Ultra, would be delayed until 2028 and said it would be on track to ship next year - Rack system optimizations, like replacing Kyber with a new design are architectural optimizations, not impacting delivery timelines. 2. On ASIC competition: no loss of market share. - Talked about how a leading frontier lab that previously relied heavily on internal ASICs has shifted nearly 50% of its compute load to Nvidia 3. On over-reliance on hyperscalers. - AI frontier labs currently contributing to ~20% of demand. - Traditional cloud providers, Nvidia provides Vera CPUs and high-speed networking - Sovereign AI

@CaesarCapitalz Definitely AAOI

I’m really tempted to add to these five at current levels. $NBIS is already my largest position by far, so I’d probably go for the other four. Which one do you think is the best opportunity? $ASTS at $67 $RKLB at $76 $ONDS at $7.16 $AAOI at $109 If you’d like to explain why you think that stock is the best opportunity, and not just pick one, it would be greatly appreciated!

@aleabitoreddit @bottleneckceo I heard the Flying Spaghetti Monster will be defeated by the Loch Ness monster first, sending $INTC to 0!

@bottleneckceo 10 years from now, the flying spaghetti monster will descend from the heavens and bless every $INTC holder with a meatball. Can someone prove me wrong?

Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’ve covered all of these before, like Tower Semi. But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO. A small $1.5B laser company next to your two leading $60B+ companies… If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers. This kinda magnifies importance of the three Western leaders of that laser chokepoint.

@aleabitoreddit @IrisWan39849142 AAOI cooked

$AAOI mainly gets revenue from pluggable, they’re developing/sampling related lasers but have no CPO design wins. Others like $MTSI look like they fell off the map for some reason with cpo lasers. CEO says “TBD” with commercial timing and it’s in reliability work right now. And fits the OSINT research done with Ayar removing Macom from their website. So would agree with MS that $SIVE, $LITE, $COHR imo are the three leaders to focus on for lasers.

@crux_capital_ AAOI will PRINT

As we go into Photonics earning season... $AEHR $NOK $AXT $AAOI $GLW We are going to have lots of great opportunities Especially if we go into them 30-40% off highs What names are you guys watching the closest?

@aleabitoreddit Do you sleep? I can’t believe how you are posting all day especially with all the hate. I couldn’t do it.

Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing: Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $ORCL, and others." Just dropped that in with the Meta Muse announcement, and evenn threw in the "expensive" framing with DCs to signal capex. But little late given we're likely seeing a lot of margin liquidation cascades and heavy losses from media framing earlier.

@ryanbrewer @OpenAI M&A only or ?

My team at @OpenAI is hiring an investment banker! Join us to build the next generation of financial intelligence openai.com/careers/subjec…

@FeroceResearch What is your time horizon for this? 5yr or 10yr?

Not only is there a technical and fundamental thesis for #GOLD and #SILVER but you are also able to purchase direct calls at historically one of their cheapest prices since their rally last year. Being a contrarian tends to pay big in hindsight, and that is the bet I am willing to make here

@itsjcmerlo Thesis?

I SHORTED $NKE Got out of SHORTING $OUST , will prolly hop back into that short tomorrow morning Smaller positions but ME AND ALL MY HOMIES HATE NIKE #justdoit

@retard3dinvst0r Only true AAOI bulls will understand

Told my dad about the $400k loss on $AAOI and Hes actually kind of pissed off but I should be able to get another milly wire out of him by Sunday when he cools off a bit Might rebuy or maybe find some other shit to full port ill keep u niggas posted

@aleabitoreddit Do you have any ideas or places to start research for physical AI?

Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots. "Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles." "And that demand wave is set to begin before the decade is out." Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth" Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI). Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next. I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.

@retard3dinvst0r HOLD THE LINE

@defyneric Interested

if you hate amex dm me i’ll onboard you to the last credit card you’ll ever need: > 60 days to repay balance at 0% interest > up to 2% cashback (more in some cases) > points and travel included and it’s also a sexy green color

@itsjcmerlo How?

Robinhood prediction glitch :) $300 every single half Done after every goal, half and full time result 1% dub every time :)

@aleabitoreddit Any reason for the red in photonics today?

Trump announced Intel + Apple partnership, sending $INTC up 8% today. Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump. TBH, the President should lead Intel's marketing team at this point. Feel's like he's hard carrying the stock.

@aleabitoreddit Dog you can’t even buy the stock 😭. Wish I got in earlier.

I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company… Which is worth $4.42B pre-tax. Just sell 1/4th or something? And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand. Which is more than your current MC pre-tax, purely in cash. And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets. Nobody is asking you to trim everything, but the NAV disconnect is insanity. WUS TW management should really reconsider.

@andrewmccalip Maybe share more profits with users or make it so those who are higher earners get higher % cut.

Might have to suspend new orders, it's being attacked pretty hard, common guys, don't ruin the fun