H

[H @HaydnBCole]

$AAOI. Its all about the 800gig products.

[H @HaydnBCole]

@jukan05 When did Bessemer become a relevant or useful source for this kind of information?

[H @HaydnBCole]

@Ric_RTP It has to happen primarily to set up a more equitable transfers as agentic systems ramp and replace human labor/knowledge systems.

While early days, government needs to be at the table and have an equity stake similar to super voting shares of the last two decades.

[H @HaydnBCole]

@Remzztrades Fyi bro https://t.co/DzvF9FWAAS

[Rosanna Prestia, MBA @RosannaInvests]

*Highly Unusual* $AAOI Option Flow -> BULLISH 🟢

-> Short PUT ITM $200 June 26 (next Friday) $1.08M Credit

Translation: Someone took $1.08M to be short DEEP ITM put into next Friday. They are willing to BUY $AAOI shares at $200 (cost basis $200-$36=$164.00)

Short-dated and aggressive. Not a hedge → a position.

[H @HaydnBCole]

@fundstratnchill Finally

[H @HaydnBCole]

@sagharborcap @rfkenmore Rancourt too ftw. Maine OGs

[H @HaydnBCole]

If you guys know @anandragn anand, can you ask why he blocked me?

[H @HaydnBCole]

@anandragn @Don7Spy @mvcinvesting Hey man, what happened? Why the block?

[H @HaydnBCole]

@anandragn @Don7Spy @mvcinvesting super well said, Anand

[H @HaydnBCole]

@StonkChris This volatility is nothing my guy

[H @HaydnBCole]

@Remzztrades Will be fine

[H @HaydnBCole]

@Remzztrades Worry not.

[H @HaydnBCole]

@oguzerkan Agree

[Prof @TheProfInvestor]

Kevin Warsh nailed it.

No bullshit.
Right to the facts.

How it should be.

[H @HaydnBCole]

@RHouseResearch @firstadopter FT is not reliable, great contrary buy signal

[H @HaydnBCole]

@MarketMaestro1 Le scallop

[H @HaydnBCole]

@realroseceline Useful life is proving to be much longer than forecast a year ago, based on pricing power in contract renewals.

Scarcity is a major driver for the foreseeable future. Markets still underestimate the value of tier 1 infrastructure.

[H @HaydnBCole]

@HighyieldHarry not a fan, eh?

[H @HaydnBCole]

@RJCcapital yeah dude is more bullish on $IREN than $CRWV, sad.

[H @HaydnBCole]

@visheshbajpai13 @MMMTwealth markets look forward, not back in time.

[H @HaydnBCole]

@rev_cap @GavinSBaker a bit far reaching, both can be true. China is mainly in a much worse negotiating position vs when the economic conflict started.

[H @HaydnBCole]

@DeNebulord @PhotonBull He doesn’t trade.