Eidolon Research

Engineer. Investor.
Following the technologies shaping an abundant future.

[Eidolon Research @EidolonResearch]

Allez, pause boursière jusqu’en 2027, histoire de remettre le compteur de la taxe sur les plus-values à zéro.

Je pourrais gagner davantage.

Mais je n’ai aucune envie de continuer à financer un état en faillite simplement parce que mes investissements fonctionnent.

[Eidolon Research @EidolonResearch]

@Mr_Derivatives @SunriseTrader You only need 100 followers, because 0.1% of that doesn’t even amount to a single hateful follower.

[The Trend Sage @JonkooTrades]

$AAOI - What the guidance ramps shows us ↓

Management raised full-year revenue guidance to ~$1.1B → roughly +141% YoY off $456M in 2025.
And they expect supply to lag demand straight through 2027.

The real tell is the run-rate, not the headline:
▸ Mgmt's mid-2027 framework → ~$471M/month in data center transceiver revenue
▸ Annualize that → a ~$5.7B run-rate, transceivers alone, before CATV
▸ FY26 also flips the switch → ~$140M non-GAAP operating income, the first profit inflection of this cycle

The Street is moving with it:
▸ Rosenblatt → Buy, PT $220 (from $140)
▸ Raymond James → Outperform, PT $160 (from $72.50)

If $AAOI clears the bar, then today's multiple will look very different in the rear-view.

Right place → right time → and a guidance bar that, if cleared, changes the whole math.

Not financial advice. DYOR.

[Eidolon Research @EidolonResearch]

@retard3dinvst0r 😂😂😂😂

[Eidolon Research @EidolonResearch]

@retard3dinvst0r Down $300 on $AAOI let’s go

[Eidolon Research @EidolonResearch]

@pietfroidfreder @Metamorphose_47 T’as bien raison, achète vite du Stellantis

[Eidolon Research @EidolonResearch]

@Metamorphose_47

[Eidolon Research @EidolonResearch]

@bubbleboi « Buy the dip » moment

[Eidolon Research @EidolonResearch]

@asianinvestors $AAOI

[Eidolon Research @EidolonResearch]

@Mr_Derivatives Bear market

[Eidolon Research @EidolonResearch]

@Prenchie_ Il aurait fait all-in sur AAOI ça aurait été plus rapide et tout aussi efficace

[Eidolon Research @EidolonResearch]

@PascalDeschamp8 J’ai déjà remboursé 20 fois cette dette de merde depuis que je bosse.

[DogeDesigner @cb_doge]

BREAKING: Tesla registrations more than DOUBLED in Europe, surging 107.9% YoY in May.

• Tesla recorded its 4th consecutive month of registration growth in Europe

• Tesla’s growth was nearly 30x faster than the overall European auto market

• Registered 28,610 new cars in May

[Paradis Labs @ParadisLabs]

This is so bullish for the AI & semiconductor supply-chain:

Global semis valuations have compressed in 2026, despite huge earnings expectations.

The opposite of an AI bubble despite some fear-mongering reports coming out of Korea and Japan today.

It's probably best to just ignore the noise on days like today - nothing has fundamentally changed.

Structurally critial companies like $MU, $SNDK $INTC, $NBIS etc etc will keep printing stellar earnings for the forseeable future.

[Eidolon Research @EidolonResearch]

@DeItaone Top signal

[Eidolon Research @EidolonResearch]

@CKCapitalxx And today ? lol

[Eidolon Research @EidolonResearch]

@kevinxu BofA 💔 KOSPI ➡️ whole market 📉

[Eidolon Research @EidolonResearch]

@LkInvest1 La vraie cause: BofA baissière sur le KOSPI. Ca entraine tout le secteur.

[Eidolon Research @EidolonResearch]

@ASTS_SpaceMob At $50

[Eidolon Research @EidolonResearch]

@beez_invest "Un niveau d'euphorie qui n'a statistiquement aucune raison d'être soutenable à ce rythme."

[Eidolon Research @EidolonResearch]

@Prenchie_ Que penser du tourbillon 2CRSi ? On regarde juste le cap ? 🤭