PIF Invest

CFA, RIA. I run a halal model portfolio and manage money for clients. The reasoning behind every trade at financial advice

[PIF Invest @PracticalIF]

PIF Dividend Portfolio over the past year: +155%

VT (total world stock): +29%.

The interesting part isn't the gap. It's how few trades it took to get there.

[PIF Invest @PracticalIF]

@SaadMalik All mosques should have gyms, coworking spaces and libraries

[PIF Invest @PracticalIF]

@DanaNawzarAli Or Israelis claiming Florida since after all, America has 49 other states

[PIF Invest @PracticalIF]

@clashreport As a Syrian I don’t support Israeli withdrawal. I encourage them to stay. Only forced withdrawal after humiliating defeat is acceptable.

[PIF Invest @PracticalIF]

@clashreport lol. 10 years max dude. that's max.

[PIF Invest @PracticalIF]

This kind of clarity will provide a green light for longer-term projects aimed at bypassing the strait of hormuz.

By January 2029, in the event it actually stays closed until then, the reopening of the strait will be a complete non-event.

[The Long Investor @TheLongInvest]

IRAN: "STRAIT OF HORMUZ TO REMAIN CLOSED UNTIL JANUARY 20, 2029".

[PIF Invest @PracticalIF]

Today, the biggest question hanging over the $ABCL strategy got meaningfully de-risked:

Can AbCellera’s platform produce viable drugs of its own?

Today it proved that it can.

This is why the stock is being rerated.

For those waiting for $ABCL to simply fall back to its old price range:

You may be very disappointed.

The old price floor was built around a different perception of the company.

Investors are increasingly pricing $ABCL as a potential pharma company in the making.

The old price range is now obsolete.

[PIF Invest @PracticalIF]

@sneako Named my son Ameen after the hero that saved so many lives that day

[PIF Invest @PracticalIF]

Too many people talking about how @AbdulElSayed won democratic primary and not nearly enough people talking about how the election was nearly stolen from him by mail-in-ballot dumps at the last hour.

[PIF Invest @PracticalIF]

@ReallySTK_92 @LibyaLiberty @grok is this closer to the truth or the opposite of the truth.

[PIF Invest @PracticalIF]

$AAOI 's earnings call made one thing very clear and left one big question unanswered:

What is clear is that demand is not the problem.

Capacity is.

Management expects demand to outpace production through mid-2027.

So AAOI is scaling aggressively:

• ~200K units/month → 650K by year-end → 930K by end-2027

• Laser fab capacity +300% by Q3 2027

• 800G revenue +10x YoY, with ~5x sequential growth expected in Q3

• $200M 1.6T order starts shipping late Q3

• $330M of combined 800G + 1.6T revenue expected in Q4
• Orders already booked into mid-2027

The obvious question: if demand is this strong, why aren’t margins higher?

Because AAOI is still absorbing the cost of the ramp.

New lines, depreciation, lower initial yields and underutilized capacity are weighing on profitability before production reaches scale.

That makes margin expansion one of the most important things to watch from here.

If revenue keeps exploding while utilization, yields and product mix improve, today’s ~high-20% gross margins could look very different at scale.

And the demand backdrop is extraordinary.

CEO Thompson Lin said the CPO laser market may require 8,000-10,000x more capacity than exists today.

For $AAOI, the question is increasingly not whether customers want the product.

It is how fast they can build it, and how much operating leverage appears when they do.

This last part is what remains unanswered and what the valuation hinges on.

[PIF Invest @PracticalIF]

This clip will be in the documentary

[Michael Saylor @saylor]

Our Q2 Earnings Call, remixed. 🎶

[PIF Invest @PracticalIF]

@saylor This clip will be in the documentary

[PIF Invest @PracticalIF]

@khateeb88 Let’s ban the printing press too!

[PIF Invest @PracticalIF]

@QalaatAlMudiq Obama should be declared persona non grata in the new Syria for displaying extreme levels of cowardice

[PIF Invest @PracticalIF]

@Syria_Strategy More like 20%

They’re morons

[PIF Invest @PracticalIF]

We've played $ABCL like a fiddle alhamdulillah. Bought at bottom, sold at top, reloaded on weakness and the story continues to improve.

Q2 10-Q highlights:

• Jazz’s $56M upfront payment will support research revenue for years, with $16.8M recognized over the next 12 months
• R&D rose as ABCL635 and ABCL575 clinical costs accelerated
• A Canadian court invalidated the ‘511 patent, eliminating the main infringement claim
• Most importantly, ABCL635 data arrives this month

[PIF Invest @PracticalIF]

@SaadMalik 😂😂

[PIF Invest @PracticalIF]

@sneako musk is going to have a heart attack when he reads that last sentence.

[PIF Invest @PracticalIF]

@clashreport i don't think anyone looks at this administration and genuinely thinks "what incredible work they've done"

literally noone and i'm including administration officials.