Snickerdoodles

Opportunistic retail investor combining fundamental and technical analysis to identify high-growth companies 🇳🇴 4-Yr CAGR 18%⬆️

[Snickerdoodles @Stavanger68]

@HiCagr Nice write up. I own $AAOI

[Snickerdoodles @Stavanger68]

@JonahLupton @FirstWaveFund I would ask them :
Of your planned end-2027 production capacity (~930,000 units/month), approximately what percentage is already supported by customer commitments, purchase orders, or forecasted demand from qualified programs?

[Snickerdoodles @Stavanger68]

@mathlonning $AAOI, $NBIS, $RDDT

[Snickerdoodles @Stavanger68]

@JonahLupton @PhotonCap Jonah, I hope you can share some insights from the management of $AAOI

[Snickerdoodles @Stavanger68]

@mathlonning Yes, I think $MRVL is likely and $RDDT is maybe

[Snickerdoodles @Stavanger68]

@HanFarStockUp Det meste er blitt dyrere ingen tvil om det om du spør «mann i gata», samtidig tror jeg mange kunne klart deg med mindre ting og sikkert også usunn mat

[Snickerdoodles @Stavanger68]

@mathlonning $AAOI
$HROW

[Snickerdoodles @Stavanger68]

@berg_bernt Og Oslo Børs tror jeg at «topp 10»selskaper utgjør ca 60-65% av total markedsverdi

[Snickerdoodles @Stavanger68]

@HanFarStockUp $TMDX, $APP og $RDDT

[Snickerdoodles @Stavanger68]

@Bare_Birk As AI clusters scale, demand for 800G and 1.6T optics is accelerating. Management believes demand already exceeds current production capacity, making manufacturing expansion—not customer demand—the primary constraint.

[Snickerdoodles @Stavanger68]

@Bare_Birk Its key differentiator is vertical integration: unlike most competitors, AAOI manufactures its own Indium Phosphide (InP) lasers, one of the most critical and supply-constrained components in the optical networking stack

[Snickerdoodles @Stavanger68]

@JonahLupton $RDDT — market underestimates its social graph, intent data, AI licensing, operating leverage

• Better ad platform/performance ads
• Rising ARPU
• Expanding EBITDA margins

~17× NTM EBITDA with ~70% EBITDA growth still looks highly asymmetric.

Base case $230-260

[Snickerdoodles @Stavanger68]

@Bare_Birk Thanks, bought first stocks at $45-50 last year

[Snickerdoodles @Stavanger68]

@Bare_Birk @PrashantKVarde My base case fair value FY28: ~$350/share

[Snickerdoodles @Stavanger68]

@Bare_Birk @PrashantKVarde I own $RDDT, a 9.5% position at the moment

[Snickerdoodles @Stavanger68]

@wealthmatica Yes, I bought $APP for the first time at $85 two years ago

[Snickerdoodles @Stavanger68]

@berg_bernt

[Snickerdoodles @Stavanger68]

@DanielTeigland Siste 5 år?