Fun throwback to random ideas back in 2025.
Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M
Now:
- AAOI is $15.37B
- Lumentum is $74.47B
- AXT is $7.24B
Was working off less information back then, given it was an early theme.
Obviously nuances with ASIC programs might have been missed as more details came out.
But directionally, glad thematically my ideas turned out correct.
Feels like dejavu seeing current $3B MC optical longs like $SIVE.
Space stocks like $RKLB, $ASTS, $RDW, and $PL are always a buy for me when it dips.
Remember this, US Space Force, DoD, and allies are all spending HEAVILY on resilient comms, and launch capacities.
This is NATIONAL security and forever will be.
Launches, satellites, components, data is everything needed for global broadband and defense/ag/climate/AI training data.
Do NOT let these amazing dip opportunities pass you by!!!
Other names include $SPCX, $LUNR, $SIDU, $SATL, $FLY, $BKSY, and $SPIR.
ETFs include $UFO and $NASA.
Google Just Went All in on Its Deal With Intel
Google has reportedly placed an order for 3 million TPUs with Intel to be delivered through 2028. This newfound confidence comes after Google spent months testing Intel's chip packaging technology to ensure the company could meet its rigid standards.
An order of this magnitude could be a game changer for Intel, suggesting Google is no longer willing to rely solely on TSMC for its advanced chipmaking needs. This would give the company an additional source of AI-centric chips, helping it avoid bottlenecks that result from relying on a single provider. It could also serve as further validation for Intel's recently reinvigorated foundry business, driven by the ongoing demand for AI.
$GOOG $INTC
Bitcoin (-27%) and Gold (-3%) are the two worst performing major assets so far in 2026. Something we haven't seen before in any calendar year. $GLD bitcoin:native
Video: https://t.co/KvIKNbxfUH
nok 的跌是因为他的基本面撑不住这个价格,简单说的确是贵了,要破此局,需要一份强有力的财报证明给市场看!!让所有人知道 nok 不仅配得上,还是倍低估的。
以 nok 目前所处的赛道&实力,我不认为这是什么难事。记住此时嫌弃,他日必定高攀不起。回调都是短暂的,也不会一直下跌,目前 nok 就是在支撑位置,看看是否能够止跌,如果能止跌,之后会有技术面的反弹。可以参考 gev。
有耐心可以继续持有,陪他到花开月明,撑不住的也不应该此刻卖出,现在卖基本可以确定卖在谷底,反弹会在一瞬间��成。
但是实话说,nok 还不是那种 mrvl 和 mu 这种股价追不上盈利的类型,所以他会有波动很��常,要有一定的心理准备。
Buy the dip,长期持有,Discord在个人资料。