@itamarbengvir@grok@elonmusk How does X allow this kind of behavior? Why hasnโt his account been deactivated yet? Heโs talking about massacres of human lives.
$AAOI
AAOI (Applied Optoelectronics) based on company filings, partnership announcements, and industry reports, its key customers appear to include:
Microsoft โ currently believed to be AAOIโs largest customer, accounting for a significant portion of revenue in recent years.
Amazon โ AAOI signed a long-term supply agreement with Amazon that could be worth up to $4 billion, and Amazon received warrants tied to purchases.
Oracle โ disclosed as a meaningful customer in recent filings.
Meta Platforms โ widely believed to be one of AAOIโs approved hyperscale customers.
The investment thesis for AAOI is that it is becoming a major supplier of 400G, 800G, and now 1.6T optical transceivers used inside AI data centers. Recent orders came from unnamed โmajor hyperscale customers,โ which the market generally believes are among Microsoft, Amazon, Meta, and potentially other large cloud providers.
For investors, the biggest thing to watch is customer concentration. If Microsoft and Amazon continue expanding AI clusters, AAOI could see explosive revenue growth. If either customer slows orders, the stock can be very volatile.
Among the hyperscalers, Microsoft and Amazon currently appear to be the most important to AAOIโs growth story.
Forward P/E estimates are lower, around 25โ31x, reflecting expectations for earnings growth. SNDK is not cheap on current earnings.Investors are paying a premium because they expect strong growth from the AI-driven NAND/SSD memory cycle. If earnings continue growing rapidly, the P/E can compress even if the stock price rises.
$3200 soon.
$QCOM
Current Technical Chart
Current price: ~$213
Recent high: $259.92
Recent low: $121.99
Stock is pulling back after a strong AI-driven rally.
Key Fibonacci levels shown:
$226.64 (61.8%) โ resistance
$180.24 (78.6%) โ major support
$259.24 (50%) โ next major upside target
What I See
โ Long-term trend is still bullish (higher highs, higher lows).
Most Likely Path (Next 1โ3 Months)
Bullish Scenario (60%)
Hold above $200โ205.
Retest $226.
Break $226.
Move toward $245โ260.
Target zone:
$245 first
$260 second
Bearish Scenario (40%)
If $200 fails:
Drop to $190
Then test $180 support
I would view $180โ190 as a strong accumulation zone.
Longer-Term (12 Months)
If AI smartphone upgrades, edge AI PCs, and automotive continue growing:
Base case: $250โ280
Bull case: $300+
Extreme AI-cycle target: $330
Level Importance$180
Major support$200
Near-term support$226
Breakout trigger$260
Prior high$300
Long-term target$330
Extended bull target
Overall: neutral-to-bullish, but QCOM needs to reclaim $226 before the next leg higher begins. Until then, expect a range between $200 and $226.
$WDC
NFA
weekoly fibs
61.8% = $658 โ (already reclaimed)
50% = $715.69 โณ (currently battling here)
38.2% = $773.21
23.6% = $844.38
0% = $959.42
Current price: $712
When a stock breaks a long-term downtrend and then reclaims the 61.8% retracement, it often targets the next Fib levels sequentially.
Price Targets
Next few weeks
Resistance: $715-$725
Then $773
3-6 months
If AI spending remains strong:
Target 1: $773
Target 2: $844
Target 3: $959
Bull Case
If hyperscaler capex continues accelerating and NAND pricing stays firm:
712
โ
773
โ
844
โ
959
I would not be shocked to see WDC approach $900-$1,000 during the next major AI/storage cycle.
Risk Levels
Bull trend remains intact above:
$658 (major support)
$620 (20-week EMA area)
A pullback into $660-$690 would actually be healthy after this vertical run.
Probability Assessment
$773 hit: ~80%
$844 hit: ~60%
$959 hit: ~35-40%
Below $620: ~20%
The momentum indicators on your weekly chart (TTM Squeeze, MACD, RSI) are all still expanding higher, which suggests the move is not exhausted yet, though it is becoming extended and could pause before the next leg up.