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@Sam_Badawi Probably aaoi

Which stock is going to do this on Tuesday?

@CryptoSlider Does this and oust have a potential to be a 5 to 10x this year or is that crazy talk?

Weekend Watch #6 $KOPN one of my favs and biggest small cap bag. Ready for a multiyr run. This one has all the cards on the table for a solid long lasting run.

@Ren_aramb What’s a reasonable target for aaoi this year

CPO is the future. And we keep getting confirmation from the largest institutions in the world. First Goldman Sachs: CPO TAM growing from $169M to $91B between 2026 and 2028. Now Bank of America. Total optical grows from $14B to $73B by 2030. CPO alone goes from $0.1B to $15B, reaching 20% of the entire optical TAM in four years. This is not a niche theme anymore. Here are the names BofA called out and why each one matters. $NVDA -- the demand engine. Spectrum-X Photonics and Quantum-X Photonics are NVIDIA's two switch platforms built natively on CPO. The customer is not just validating CPO. It is mandating it. $AVGO -- the ASIC behind the switch. Every high-bandwidth Broadcom switch chip becomes a CPO attachment point. No Broadcom ASIC, no CPO deployment at hyperscale. $MRVL -- acquired Celestial AI for $5.5B. Celestial's Photonic Fabric is built to disaggregate memory from compute via optical interconnect. The next frontier of CPO applied inside the package. I rotated out due to slow movement but it remains an excellent bet. $AMZN -- the hyperscaler pulling demand. When Amazon commits to CPO infrastructure, every supplier in this list gets a multi-year order book. $LITE -- NVIDIA made a $2B direct investment in March 2026 tied to CPO supply commitments. Several hundred million in CPO laser backlog already on the books. $COHR -- also received a $2B NVIDIA investment covering five additional CPO product families per their own 8-K. The only name with confirmed NVIDIA CPO revenue across multiple product lines simultaneously. $BESI -- CPO requires hybrid bonding to attach optical engines to switch ASICs. BESI's systems are exactly that tool. Management explicitly named CPO as a key growth driver alongside HBM4. Q1 2026 orders up significantly on hybrid bonding bookings. $AIXA -- makes the MOCVD equipment that grows the InP layers inside every CW laser in the CPO chain. 70-90% market share. Just received fresh orders from Lumentum this week for InP laser scale-up for AI data centers. $SOI -- Photonics-SOI substrate enables the optical engine layer CPO needs. Would buy on a significant dip. My personal picks for the biggest beneficiaries: $LITE $AAOI $MRVL $SIVE $COHR High-risk, not recommended unless something material changes: $LWLG $POET The BofA chart says $0.1B in 2026. $15B in 2030. We are at the very beginning of that curve but accelerating fast. Massively bullish CPO.

@adudetrading Nice is this all common shares?

$400k milestone less than a month later 🤓

@Ren_aramb How far do you think aaoi can go conservatively this year?

Holy fk, it was just yesterday that I was talking about how I got my first 10x in 6 months (thanks $SNDK) but as I woke up, and so did America, $SIVE JUST WENT PARABOLIC and has now become my second 10x in just 2 months. I doubled down and made this name 10% of my portfolio back when the stock first dropped to ~7SEK. Between then and now, I've tried to be as vocal as possible to raise awareness and build conviction around this name. Because I saw the massive potential it has, and the incredible management team, past and present, who take the time to answer my DMs. (Thanks @StormDirac ) I've said this before but I'm not selling until I see this technology on my wrist on a new Apple Watch. There are incredibly sharp people on FinX who can tell you about the best stocks on the market, but conviction is something only you can build. Credit where credit is due, @aleabitoreddit is the GOAT for sharing so much alpha. Let’s keep winning mfs!! Sweden sells, America buys!! I’m long lasers, I’m long $SIVE

@AceCrouton What’s the next one you are filling porting into

$PLTR gave me my first 100K $RKLB gave me my first 500K $ASTS gave me my first 1M I’m 29 and this doesn’t feel real.

@TraderZ @AOTtrades It’s down bad do you think we see that push today

@AOTtrades Good morning Stewie and AoT! Watching $AAOI for push into $180 - $184 at some point today. Pre market high is $184 level.

@anandragn Do you think we have 3 to 6 months to capitalize ?

Never taking stretches like this for granted. Never. Ever.

@mkfilko It’s clearly below the 4h 10ema now. Would you structure is broken for now and we can see sub 20

To ALL the people asking me if it is still too late to enter $BRUN, it is not because of days like this. This is the market giving you an opportunity to buy a generational company...up to you to seize it. 10EMA at $22.38 (1D) 10EMA at $24.00 (4H) --> It just bounced off this.

@ParadisLabs So still holding and adding to aehr?

Quiet day for me: Used today's dips to start positions in $GLW + $HIMX And to avg. up on $AEHR, $AAOI and $NBIS. Sold ~30% of my remaining $PLTR position and trimmed $TSEM to fund the new buys. And because I'll get asked: Nothing's wrong with Tower. Just feel like a ton of growth has been priced in. Gut feel mainly lol so pls don't take my word as gospel. The stock will keep compounding up imo.

@ChairmansLedger @rndo_calrisian Any reason why $brun is not appealing enough for you to invest in yet?

@rndo_calrisian Yes. $PENG $BRUN $TRT and a couple of robotics names.

Looking at some of my names, it feels like nothing has even happened yet.

@MikeJTrades Price target

$BRUN new IPO lift off.