Gold had a bit of a bounce today, but it's still stuck under the March low after breaking lower yesterday. Let's see if it holds. 📉
https://t.co/hQHZTymH9n
🚨 US economy is in deep trouble now
Inflation data just dropped and it’s ugly.
CPI hit 4.2% — highest in over 3 years.
Core CPI rose to 2.9% — highest in 9 months.
And this is happening while the economy is shrinking.
Q1 GDP came in at 1.6%, missed the 2% estim
Heads up! 🚨 $BTC crashed 27.74% after the last US CPI report was hotter than expected.
The April CPI came in at 3.8% YoY.
BTC dropped from $82K to $60K in 3 weeks.
Next CPI data drops tomorrow at 8:30 AM ET.
Forecast: 4.2% YoY—highest since April 2023.
If it’s ho
Picking a better season than summer 2025 for IPOs? Impossible. Honestly, earning cash never felt this simple. The only challenge was figuring out how many shares you landed.
$AAOI bull case:
Everyone is focused on AI compute.
The bottleneck may end up being the movement of data.
You can keep adding GPUs, but if the network can't handle the traffic, performance suffers.
That's where optical networking comes in.
$AAOI is seeing accelerating demand for 800G products as hyperscalers race to build AI infrastructure.
Financials are inflecting.
Margins are improving.
Revenue growth is accelerating.
If AI capex remains elevated, optics could become one of the most important pieces of the stack.
The market is pricing the GPUs.
I'm not sure it's fully pricing the bottleneck.
$1000 per share by 2030????