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230 posts







$AAOI reported earnings, it's actually extremely positive so far contrary to market reactions. Like all 2027 hyperbolic forward growth companies: Nobody should care about current financials. Key things market missed was: AOI: hit They hit 100K units/month capacity for 800G transceivers. And: -> "Significant larger growth expected starting in Q3 as capacity comes online" If you do look at financials: It's ~29.2% non GAAP gross margin on ~$151.1M revenue, guiding $180-$198m Q2. We already know from Lumentum earnings that it's more of capacity bottleneck, not a demand one. And anything they make they sell out. It's a forward growth story, so important thing aside from these notes is the earnings call on hyperscaler demand implications and capacity ramp.

7 years ago today… Unknown P — Fire In The Booth Freestyle (2019)


Fastest fish in the world. 🐟

AI HAS TAKEN OVER - RIP GRAPHIC DESIGNERS! #htafc



Barnsley: the UK’s first Tech Town. This Government is making technology work for all, to build a better future for all.



The same Leicester side that has won ONE league game in 2026, against play off chasing Hull? Surely not correct?








@lukerobertblack @tigerax Stop buying expensive things, going on holiday and luxury goods for a year or two.











