austin adame

[austin adame @auadame]

Jerome Powell just said that if a president could fire Fed officials just for disagreeing on policy, the whole system would lose the trust needed to keep the economy stable. That's a big deal from the former Fed chair this month.

[austin adame @auadame]

Breaking: The US is hitting Iranian targets as we speak, per Fox News 🚨

[austin adame @auadame]

The S&P 500 is almost at record highs, but some of the best businesses globally are dirt cheap right now—like, decade-low cheap.

You know the ones I mean.

[austin adame @auadame]

UFC Freedom 250 at the White House just became one of the most-watched events in UFC history.

34 million viewers worldwide across 170+ countries.

And yep, the UFC is owned by TKO Group $TKO in case you didn't know.

[austin adame @auadame]

Amazon just dipped under its 200-day moving average 🚨 🚨

[austin adame @auadame]

Warren Buffett called buying Berkshire Hathaway his worst trade ever—all because of a grudge over 12 cents a share.

In 1964 he shook hands on selling his stock back for $11.50. But the official offer came in at $11.375. That ticked him off so much he bought control of the co

[austin adame @auadame]

Michael Burry just posted in his newsletter that he’s closed out his short bet on Palantir $PLTR and isn’t short it anymore.

[austin adame @auadame]

When you're feeling down on yourself, just think about this:

Adults drop serious cash on "boot camps" to hear from other clueless adults who have no idea what they're saying. 😂

We call that a scam 🔥

[austin adame @auadame]

So Nebius ($NBIS), Rocket Lab ($RKLB), and CoreWeave ($CRWV) just got added to the Nasdaq-100 🎉 Also Teradyne ($TER) and Astera Labs ($ALAB) made it in.

As someone holding heavy positions in NBIS, RKLB, and CRWV, this news made my day.

People say it's just symbolic but jo

[austin adame @auadame]

@DollarCostAvg Interesting take. The demand side looks solid but I wonder how quickly they can actually scale production to meet those numbers. Execution risk feels real here.

[investing @DollarCostAvg]

Why I Picked Up More $AAOI On This Pullback 👇

(471 Million per month in 2027)

🔹 Capacity-constrained, not demand-constrained

Management estimates ~$1.4–1.5B demand opportunity vs. >$1.1B FY2026 revenue guidance. The challenge isn’t finding customers—it’s producing enough product.

🔹 AI networking demand continues to accelerate

Strong demand for 800G and next-generation 1.6T optical products.

Hyperscaler customers are already placing volume orders.

🔹 Massive capacity expansion underway

Capacity expected to grow from ~100k units/month to >650k units/month by YE2026.

Further expansion planned through 2027.

🔹 New facilities create major growth catalysts

210,000 sq. ft. Sugar Land facility begins production in Q3 2026.

Pearland and Houston facilities expected online in early 2027.

Texas expected to account for >50% of total manufacturing capacity.

🔹 Revenue potential is significantly higher than current results

Mid-2027 target of ~$471M/month data center revenue run rate.
Implies roughly ~$5.6B annualized data center revenue.

Management has indicated 1.6T products alone could exceed $2B in annual revenue.

🔹 Vertical integration is a major advantage

AAOI manufactures its own InP lasers.
Greater supply-chain control and reduced dependency on third parties.

Laser production capacity expected to increase substantially by 2027.

🔹 Margin expansion story

Gross margins currently around 29%.
Targeting ~35% by YE2026.

Potential path toward 40%+ margins as scale increases.

🔹 Why I’m bullish

AI infrastructure spending remains strong.

Demand appears ahead of current production capacity.

Multiple manufacturing expansions coming online.

Revenue and earnings power could be materially higher over the next 12–24 months.

🚀 Bought the pullback because I believe the market is still underestimating AAOI’s long-term AI networking opportunity.

Long $AAOI. Not financial advice.

[austin adame @auadame]

Check out how to build a chart with us for $UNH 📊
https://t.co/96PeQNjVSg

[austin adame @auadame]

$ADUR is in Wave C now ⏳

Headed toward our buy zone

Didn't need another reason, but we gotta grab this chance

Almost there

[austin adame @auadame]

Bitcoin just touched the 200 hourly EMA for the first time since it dropped from 73k.

Gotta give it a minute to get comfy again.

[austin adame @auadame]

$AADX 25 CALL 6/18 @ here 🐍🚨

[austin adame @auadame]

So what's really going on with $OUST?? 🤔

Ouster has legit tech... but Elon & $TSLA have been saying LiDAR is useless for self-driving for years. He calls it expensive & unnecessary, even though SpaceX uses it. 😅

My issue isn't the tech—it's the narrative. If Elon says L

[austin adame @auadame]

Michael Saylor thinks Bitcoin-native could hit $150K by the end of the year. That's more than double where it's at now... 🚀

[austin adame @auadame]

Funny how investing works...

No one touches a stock at $15.

But at $50? Everyone wants in.

That's why getting in early is key.
$OSCR $ZETA

Our thesis is even stronger now than last year when we started tracking them and most folks were calling them trash.

Still t

[austin adame @auadame]

@ThiccTeddy I used to think options were the only way to get leverage, but futures definitely feel cleaner for quick moves.

[austin adame @auadame]

Bet most precious metals investors got crushed and sold off during the dip. Right when the last bulls throw in the towel, that's when the rally really starts.