Escondido Capital

[Escondido Capital @EscondidoCap]

@Para_Capital @BULLOFBRITAIN Meta pretty much refuted the claim that they’re anticipating cutting capex. Even implied that they expect things to accelerate in the coming months.

Which is why I think Korea was so strong tonight

[Escondido Capital @EscondidoCap]

@Investor_NICK_ Wasn’t this the dude that hired people from third world countries to label things and said it was AI

[Escondido Capital @EscondidoCap]

@crux_capital_ @Kente_Clarke I think it’s currently a race between AMD and NVDA to lock up the upcoming supply from AAOI

It’s more important for AMD to get a deal done, but Jensen is probably trying to box out AMD, because why not?

[Escondido Capital @EscondidoCap]

@taobanker META is considering creating a cloud compute business the same way Trump is considering peace deals with Iran

Stock drops too much? Leak positive headlines

[Escondido Capital @EscondidoCap]

@ak_dfranco @BULLOFBRITAIN Everyone is interested in other momentum AI plays at the moment, something big like AMD can bring that volume back in.

But for now photonics does not have a spotlight on it, outside of GLW

[Escondido Capital @EscondidoCap]

@ak_dfranco @BULLOFBRITAIN It’ll take this AMD rumor that Rosenblatt believes is happening to be announced to bring back life into the stock and sector

[Escondido Capital @EscondidoCap]

@DollarCostAvg This is a little stale btw, this was Rosenblatt on AAOI x AMD last week.

With a belief that NVDA is now talking to them too (who are probably trying to box out AMD from strengthening their supply chain)

[Escondido Capital @EscondidoCap]

@worldofdoubles It felt like capitulation with how it traded overnight last night and in premarket today

But this stock is so crazy who knows

[Escondido Capital @EscondidoCap]

@joedab12 Those long term agreements MU announced are exactly what the AI trade needed to see

If memory is locked up at exorbitant prices due to insatiable demand for the next couple years, the rest of the AI capex buildout should expect the same

[Escondido Capital @EscondidoCap]

@BULLOFBRITAIN All of photonics caught a bid, it’s actually lagging LITE and COHR, but strong move either way

[Escondido Capital @EscondidoCap]

@TW_trades_ This move looks good because all photonics just caught a bid

COHR looks especially strong, but I’m sticking with AAOI for an optics run

[Escondido Capital @EscondidoCap]

@Investor_NICK_ Only when there’s an emergency cut or emergency hike is when the market would panic for a couple weeks

[Escondido Capital @EscondidoCap]

$AAOI So are all these calls that have been bought up last week and today trying to front run a deal announcement with AMD?

[Escondido Capital @EscondidoCap]

@pennycheck @aleabitoreddit Well the market didn’t view it as bullish for AXTI when it dropped the stock 45% on the export tightening news

[Escondido Capital @EscondidoCap]

@steve2bacon Celebratory lines of ketamine for everyone if the market survives this IPO

[Escondido Capital @EscondidoCap]

@valuedrift I think it’s noise unless futures go decently under closing price.

Somehow a lot of people have gotten caught offsides short again by Trump lol, and are in a bad spot

[Escondido Capital @EscondidoCap]

@steve2bacon

[Escondido Capital @EscondidoCap]

@TheStalwart On June 2nd, Polymarket had Spencer Pratt at 25% to win the LA mayoral race. On June 7th they had him at 0%.

[Escondido Capital @EscondidoCap]

@napoleon21st @nortonbreads The core thesis of the article revolves around AAOI’s 800G product and how the article claims they won’t deliver or scale. And that hyperscalers won’t be interested in their product.

They are currently delivering and scaling their 800G product to hyperscalers.

[Escondido Capital @EscondidoCap]

@napoleon21st @nortonbreads This article is worried about them not shipping 800G to hyperscalers. They’re currently delivering to two hyperscalers as of what they’ve said in their past earnings call.

So the core thesis of this 2025 article is invalidated on that alone.