QuantScalpel

word

[QuantScalpel @CLG2117]

gonna let it ride pretty optimistic about $BABA

beaten down but still at the forefront of AI

a lot of positive narrative being pushed out before the print.. hard to see a way where baba does not become a major AI winner

do your own dd - I am okay with this going to 0

[QuantScalpel @CLG2117]

@Breadddman baba at 120s a steal price feel like we rip tmrw 140+

[QuantScalpel @CLG2117]

Interested in knowing what people think about $BABA ?

Personally not a fan of Chinese companies, but it looks interesting going into the print on Thursday.

Qwen token usage seems to have doubled over the 2nd quarter compared to Q1 from what I have read. Cloud growth will be a key number for the print.

Also, the news about selling their videogame unit Lingxi Games to Trustar Capital to shed non-core assets and ramp up investments in AI in general.

Seems sticky to get into with this trump administration though..

At $124 it seems pretty interesting to me can't lie

[QuantScalpel @CLG2117]

how can you listen to cohr call and be bearish

[QuantScalpel @CLG2117]

all photonic stonks been doing same thing

report amazing numbers and drop

call brings it up then it’s muted till the Koreans wake up

by mid day tmrw it rips 10%

$COHR looks like it’ll do same

[QuantScalpel @CLG2117]

omg lite squeeze we paid

[QuantScalpel @CLG2117]

ok lite ceo bullish
says shortage worse than memory
go ahead print 1b+ rev

bullish $LITE

[QuantScalpel @CLG2117]

lite ceo says shortage worse than memory aaoi call confirming demand thru roof and ur bearish bc we drop 10% in in single session

buy more

[QuantScalpel @CLG2117]

IMHO bad numbers is a stretch when the actual problem across photonics is they can’t build fast enough. AAOI guiding $1B+ FY26 off $456M last year, capacity 100K to 900K units/month, demand exceeding supply into mid-2027. Don’t think that’s a company printing bad numbers but more so a backlog problem.

[QuantScalpel @CLG2117]

$AAOI

main thing to watch the Q3 guide
Below $270M would not be good here,

above 315-320m and it’s a ripper

second would be 800G revenue imo this is more important than the whole print lol
23-25M+ very bullish

anyways am not taking profit into the print have full conviction this stock will rip in due time even if they do not deliver today.

[QuantScalpel @CLG2117]

my few cents on $PLTR:

Going for its 12th straight quarter of accelerating growth (bar: $1.85B)

what i'm mainly looking for:

Revenue vs $1.85B, above it = 12th straight quarter of acceleration keeps streak alive. $1.81-1.84B = a "beat" that quietly breaks the streak.

Q3 guide covers the government's fiscal year-end spending flush + war budget. anything less than a raise = red flag given what's already contracted.

US commercial growth; the +115% engine. imo this is the AI adoption read for all of software this week.

NDR — 11 straight quarters rising. Existing customers expanding = the moat in one number.

The Karp letter always moves the tape. A letter written after a -30% drawdown while beating every quarter things can get spicy

dont get so caught up in drawing lines on charts that you miss the bigger picture.

will be taking a small position here do your own dd

[QuantScalpel @CLG2117]

where is trump when you need him

[QuantScalpel @CLG2117]

did you listen anon

[QuantScalpel @CLG2117]

here we go $CRDO

all you needed was some patience and conviction.

[QuantScalpel @CLG2117]

$CRDO lone wolf today. Doesn't care that the market is tanking.

$250+ coming soon!

[QuantScalpel @CLG2117]

CRDO cleared Q4. Revenue $437M beat by $4M.

EPS crushed, huge operating income and 68% margins going forward. Q1 Guide rock solid as well.

Seems like analysts keep sandbagging these numbers, but this is still a clean execution in the AI/datacenter boom. Momentum is real here, and I'm still bullish.

Will look forward to adding on more on this dip!

$CRDO

[QuantScalpel @CLG2117]

DustPhotonics acquisition matters a lot strategically.

CRDO’s answer to “what happens when CPO replaces copper?” They are fully equipped for what’s next.

The company is actively evolving from copper-dominant to a full spectrum connectivity silicon company which is exactly what a multi-year AI infrastructure position needs.

$260 next.

$CRDO

[QuantScalpel @CLG2117]

Only the beginning….

Don’t miss out on this one.

[QuantScalpel @CLG2117]

Easy read article on $CRDO give it a read but do your own DD.....

Life changing opportunity:

https://t.co/KtRXkr0wCm

[QuantScalpel @CLG2117]

https://t.co/NzLMr38Rca