Corey

[Serenity @aleabitoreddit]

I’m not sure why many folks are super bearish on my high conviction $AAOI long…

Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s right).

They have scarce laser capacity that $AMD and other hyperscalers are looking for.

While the entire industry is bottlenecked by $NVDA.

Along with a US transceiver supply chain for mass production of 800g/1.6T (management - largest in America).

While demand far exceeds supply and while assembly gets outsourced to Asia.

Then they’re quoting $471M monthly revenue in H1 entering H2 of 2027. Which is $5.6B ARR, off a $13.5B MC…

While a lot of major inflection volume hits even later in 2028.

As for fluctuations, there might be active $600M ATMs that get tapped into at random times.

And random bear posts + macro from time to time that cause more volatility (eg. Analyst notes saying bear on $LITE due to false CPO delay rumors, then that brings down others in the sector).

Also we’re a year out so timelines are still a little early.

I haven’t seen such fast revenue ramp since $NBIS.

[Corey @coreyhill39]

@RJCcapital What about photonics

[Corey @coreyhill39]

@TradexWhisperer I sold nbis so I could buy a new car and was going to buy it back but because it went up a lot i kept not wanting to buy until it had a correction

[Trade Whisperer @TradexWhisperer]

$MU +1500%

$62 then.
$996 now.

15x and still mispriced $DRAM

[Trade Whisperer @TradexWhisperer]

$MU $DRAM HOLY SHIT

85+% margins sustained into 2027.

This changes everything.

[Trade Whisperer @TradexWhisperer]

$MU 8.3x $SNDK 8.7x

The entire AI trade runs on memory, and memory trades at 8x.

Nomura says $1.4 trillion TAM by 2030 but the market is pricing it like a dying industry.

The Bargain of the Century is staring at you.

[Corey @coreyhill39]

@TradexWhisperer Do you think people will sell the news on micron again and after it drops it will start going up until next earnings

[Trade Whisperer @TradexWhisperer]

$MU 9.5x $SNDK 9.3x

You cannot unsee this.

Bargain of the Century.

[Corey @coreyhill39]

@TradexWhisperer What do you think about analysts saying microns profit will peak in 2027 and go down slightly in 2028 when new fabs come online

[Corey @coreyhill39]

@aleabitoreddit @Batemanzm75 What do you think micron and sandisk's marketcap will be

[Corey @coreyhill39]

@aleabitoreddit Didn't their photonics earnings go down

[Corey @coreyhill39]

@TradexWhisperer Are you triming your micron position after an aggressive run up amd waiting for a pullback or just holding everything for a few years

[Corey @coreyhill39]

@R1d3Rjdm @StockOptions888 A grand total of 3 stocks have a lower forward pe than it in the s&p 500 all of which are growing slower

[Corey @coreyhill39]

@aleabitoreddit What's the percentages of everything you hold in your portfolio

[Trade Whisperer @TradexWhisperer]

If you re-rate $MU and $SNDK to 16x forward PE

$MU is $1,600
$SNDK is $2,500

And that is still an embarrassment of a multiple for what these companies are becoming. AI Cognitive Capacity Infrastructure.

The semiconductor sector average is 34x.

16x is less than half. $DRAM

[Corey @coreyhill39]

@aleabitoreddit Would you just buy or wait for dips on any of these stocks

[Corey @coreyhill39]

@aleabitoreddit Are you bullish on sandisk still

[Corey @coreyhill39]

@GrindeOptions Nvidia,meta,tsmc,mstr,nbis

[Corey @coreyhill39]

@TradexWhisperer Do you not think it'll crash when sk hynix and Samsung factories are in operation, creating more supply, thus lowering the price of memory and stopping the memory shortage

[Corey @coreyhill39]

@aleabitoreddit Can't buy sive on trading 212 what's your number 1 stock except that