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Tech Investor and Consultant | I share personal opinions, not financial advice. DYOR

$NBIS $OUST $AAOI $IONQ

[PhotonBull @PhotonBull]

Dips are for buying here still IMO

$AAOI probably my favourite here around low 140s since it got sold off a lot with photonics sector lately

[D @futurelaab]

@HedgebergCom You missed the first part of the recovery and you’ll probably miss the next one too.

[Joe @joedab12]

$AAOI one of Rosenblatts top picks for H2 2026 apparently. $AMBA their top pick- no position there but lets dee if AAOI can get back on track before earnings in early august. Patiently waiting for 300-400 or higher on a successful ramp by mid 2027.

[Marc Lehman @markflowchatter]

This what Rosenblatt said on $AAOI today

QUOTE:
"We believe $AMD is likely to be $AAOI 's first CPO customer, and
others such as NVIDIA $NVDA and Hyper Scalers may be added over time."

$AAOI is our top pick because we like the Optical theme, and there are company specific drivers that should clearly demonstrate share gains and earnings acceleration over the coming quarters

[The Analyst @MMatters22596]

$AAOI

After yesterday’s strong surge, the stock needs to defend the red line at $127.01.

My next target is at least ~$270.

Keep in mind that $AAOI remains highly volatile and speculative.

Don’t get overconfident with this one.

[AgAu Element @AgAuElements]

This explains the recent price action. $AMD isn't just looking for components; they are locking down proprietary manufacturing lines to bypass sector-wide shortages. $AAOI 's in-house capabilities are turning into a major moat.

Moving quickly from "speculation" to a very logical supply chain play. If $AMD needs secured laser capacity immediately, $AAOI is one of the only phone calls left to make. Keeping a close eye on this.

[TheBigBerbowski @TheBigBerbowski]

$AAOI FY2026 Guidance

Management’s own $1.1B FY2026 guidance implies >141% YoY growth but this is what they said during the Q126 earnings call:

“Let me say that the actual demand is not $1.1 billion. The actual demand is $1.4 to $1.5 billion. Right now, our target is still to go to $1.2 billion, but we still need to work very hard with the supply chain, adding manpower, everything. Right now, $1.1 billion is the number we feel very confident in... but our internal number is higher.”

[The Analyst @MMatters22596]

You should pay attention to $AAOI now.

Down over 40% from highs and finally finding support.
This is a candidate to 2x over the next months.

The key area to watch now is $134-$121.

This is where support needs to hold, and probably the area where it will find a bottom.

When the low is in, this can easily run towards and above $280.

[D @futurelaab]

@TW_trades_ Send it 🫡

[D @futurelaab]

@MarketMaestro1 Why late when demand for physical AI has not even started to ramp up?

[D @futurelaab]

@Gray_Invests @Frenchie_ $OUST is miles ahead IMO

[MarketMaverick @MktMavPro]

$NBIS @leopoldasch Situational Awareness framework predicts an inflection point around 2026-2027 where compute demand goes vertical. If you believe that timeline, @nebiusai current valuation looks cheap against 2027-28 numbers. He’s buying the 2028 Nebius at a discount.

The size alone of his position shows conviction the market is still a full cycle behind on what neocloud revenue looks like when AGI workloads hit.

In summary; look where you’re going, not where you’re stepping. You haven’t seen shit yet… Prepare.

[D @futurelaab]

@MktMavPro Yeah something changed, better price, less risk

[Mark Hogan @MB_Hogan]

$NBIS : The Fundamentalist presents his Nebius valuation model base case 2030 PRICE TARGET of $2074 a share 🔥🔥

Worth a read, check it out below!

[D @futurelaab]

@jimcramer Thanks for the reversal confirmation, I was shitting my pants

[Futurist | 10x Disruptive Stocks @futurist_lens]

NVIDIA CEO Jensen Huang said the “ChatGPT moment for general robotics” is coming.

The biggest winners may not be the robot makers.

They may be the companies building what’s inside the robot.

Robotics ecosystem:

• AI Brains → $NVDA $QCOM
• Sensors & Perception → $OUST $CGNX $ALGM $VPG
• Edge AI Inference → $AMBA $CEVA $LSCC
• Motors & Motion → $NJDCY $RBC $RRX $AME
• Precision Joints → 6324.T 6481.T $ALNT
• Power Electronics → $NVTS $TXN $WOLF $RNECY $IFNNY $STM $MPWR $ON
• Energy & Rare Earths → $ENS $MP $USAR $LYSCF $UUUU

If you’re interested in Physical AI and robotics, I shared my top 5 robotics stocks and a deeper dive here:

https://t.co/2QLIbzo8Zi

[D @futurelaab]

@TheLongInvest Nah I only like it at 400

[D @futurelaab]

@SchootyBoo @Cat_States How? They’ve only demonstrated 2 logical QBITS as far as I know. Love INFQ at this price though but technical superiority is a different thing

[D @futurelaab]

@web3Nomadic @napoleon21st Probably sooner

[D @futurelaab]

@mvcinvesting 😂