The telecom equipment/fiber optic industry group is the third best performing group in 2026. This group has advanced 107% year to date. Applied Optoelectronics (AAOI) is the top performing stock (with size) and has advanced 202% in 2026.
Successful traders aren't always the smartest people in the room.
They don't necessarily have the deepest market knowledge. A lot of the time they're not even the sharpest technical analysts.
Robinhood CEO @vladtenev believes $HOOD has several paths to becoming 10X larger:
“I see multiple vectors where the company can grow 10X, and we’re pursuing them in parallel.”
One is tokenization, expanding stock ownership to 120+ countries.
As long as the fundamentals keep getting better, I honestly wouldn’t care if $PLTR stayed flat or even dropped after earnings.
I’m not retiring tomorrow.
Just means more time to keep stacking long-term shares.
Companies I’m considering adding:
$SPCX: Starship will unlock massive opportunities
$NVDA: There is no AI without NVIDIA
$NFLX: Valuation getting attractive at these levels
$NBIS: Cloud computing will continue to expand rapidly
$ABCL: AI will help research+drug development
l asked @fiscal_ai to change the color of financials that were estimated rather than Actual on WEDNESDAY...
Two days later, they updated it! You guys are fast.
I am Ultra-Bullish on #AI disruption and Big Fan of Companies Investing back in them, While I prefer low to 0 debt, I understand companies like $ORCL have had high debt-to-equity over its life time.....and it posted a good earnings too
Still Can't overlook the black hole in FCF