Keith Stocks

Bachelor's and MBA in Finance. Financial Analyst. Investor and trader. Sports fanatic, especially football and basketball.

[TrendSpider @TrendSpider]

All eyes on the monster cup and handle... 👀
$SOFI

[Keith Stocks @KeithStokes14]

@FirstSquawk What did it say

[Keith Stocks @KeithStokes14]

@DeepIceValue MU gonna gap up 4% lol

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Why do doomers get all the engagement?

Do people want to be depressed AND wrong?

Burry called $LULU & $ADBE longs...

Jeremy Grantham went on a Diary of a CEO and called this the "biggest investment bubble in American history."

And yet we have companies like $MU trading at 6x NTM with forecasted triple digit EPS growth.

Or $AAOI trading at 8x NTM sales with a forecast 12x revenue ramp up in the next 12-19 months.

Or robotics just at the start of a decade long revolution.

Or a biotech market that could change drug discovery forever with AI.

Doomers get a few impressions on X.

Quality research actually makes you $.

[Keith Stocks @KeithStokes14]

@htownastro @TrendSpider You couldn’t be dumber if you tried.

[Keith Stocks @KeithStokes14]

@NighthawkTradez I added at 129 a week ago and felt good at first, but now I’m already questioning myself

[Keith Stocks @KeithStokes14]

@htownastro @TrendSpider I dont own that boat, it was a rental on a vacation . But sure I’ll “live below my means” to afford 800k+ median house with 6.7% interest. I guess our generation is expected to not start our lives till 45 years old and just live in our parents houses till then in order to save?

[Keith Stocks @KeithStokes14]

@VesperMart41932 @TrendSpider lol, houses are 6x more expensive and salaries only 2x higher. But yea I can barely tie my shoes

[Keith Stocks @KeithStokes14]

@entreaspasfut @Pharmdca Cape Verde has 2 hand balls in the box, stop whining

[Keith Stocks @KeithStokes14]

@NateSilver538 @wholemars Liberals hate America lol

[Keith Stocks @KeithStokes14]

@Ashton_1nvests AMZN, AVGO SOFI, UBER, NOW

[Keith Stocks @KeithStokes14]

Cape Verde is blessed by the gods

[Keith Stocks @KeithStokes14]

@MMMTwealth What’s your price target

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Getting my reps in on $AAOI at $120.

Just like I did with $CRDO at ~$100

Or $LMND ~$30

Or $OUST ~$23

Let me throw this data out there for you:

Compute performance has improved ~60,000x over the last 20 years.

Electrical interconnect bandwidth has grown 30x over that same time frame.

Optics right now is the only answer.

Every major supplier in the chain is capacity-constrained:

-> Innolight "can barely keep up with demand."
-> $COHR and $AAOI are building as fast as they can.
-> $TSEM is investing $650M to 3x silicon-photonics shipments by mid-2026.
-> $STM has a +$1B multi-year contract with AWS.

And then $AAOI specifically:

-> 400,000/month for CPO production by 2027
-> 930,000/month for 800G/1.6T pluggable capacity by end of 2027.

Honestly, one of the main bear cases for me here is that $AAOI has become a retail favorite.

But I believe for good reason.

[Keith Stocks @KeithStokes14]

@DylanBackerESM If he’s on the vet min and costs us no player, yea

[Keith Stocks @KeithStokes14]

@Spybef0rey0ubuy Insane true, but the fundamentals have been insane too. maybe the prices have gotten ahead of itself, but there’s a lot more backing that movement than the dot com era

[Paul Charting @Paul_Charting]

@HostileCharts If you like $HOOD, check out $SOFI

[Daniel Newman @danielnewmanUV]

$MU will bury Burry. Right once. Wrong through the entire AI explosion.🙃😮‍💨