양봉이

나스닥&슨피 / 코스피&스닥 전문트레이더 호소인😤😤 일희일비 물리면 공부한다 공부가 끝이 안난다📚📚📚

[양봉이 @jangdaeplus]

아니 왜 프리장에서 오르는척 하는데...
미장도 왜 자꾸 국장화되는데에ㅔ

[P Equity Research 📰 @pequityresearch]

Expert Takeaways: Applied Optoelectronics

> 800G Volume Growth: Shipments are set to surge from 600K–700K this year to 5 million next year, and around 7 million the following year.

> 800G Production & Customers: AWS remains the primary customer, alongside demand from Oracle. Monthly capacity is expanding in Taiwan (200K–240K by year-end), Ningbo (~100K for AWS next year), and the U.S.

> 1.6T Demand Surge: Demand is projected to reach ~100K units per month next year, up from tens of thousands this year.

> 1.6T Primary Drivers: Currently led by Oracle projects (FRO and LRO), with potential AWS projects possible in the future.

$AAOI

[양봉이 @jangdaeplus]

@NURadu_ 크 눈 깜짝할새에 2만을 목전에 두고 계시는군요 축하드려요

[양봉이 @jangdaeplus]

@lazyalphaio 화이팅입니다 멋진 아빠시군요
우리 아들은 보지마 ㅠㅠ

[양봉이 @jangdaeplus]

@Inv_TTT AAOX 홀더라서 죽겠습니다! 반등 좀 해줘

[양봉이 @jangdaeplus]

내 아오이소라...미국산엘지
하....왜 안끊어냈을꼬

$AAOX $aaoi $LWLG

[양봉이 @jangdaeplus]

@NURadu_ 7월보다 지금이 더 아프네요...

[양봉이 @jangdaeplus]

와 죽어야될거 같은데?

[양봉이 @jangdaeplus]

@blazingbees 오랜만에 보는 친구지만 전혀 반갑지않은 친구네요 ㅋㅋ

[Serenity @aleabitoreddit]

Goldman Sachs in their recent note upgraded their global optical module market forecast to:

- $67.7 billion (+33% revision) for 2026
- $131.4 billion (+81% revision) for 2027
- $148.5 billion (+115% revision) for 2028

For $NVDA Rubin Ultra, GS increased its modeled optical modules per GPU:

1.6T: 0 -> 2
3.2T: 3 -> 5

GS also raised their 1.6T and above forecast for 2027 by 61%... so that's also very material, with 80% silicon photonics penetration rate estimated.

So more optical content per chip = a lot more CW lasers, more SOI substrates, happy optical companies.

[양봉이 @jangdaeplus]

광전환은 필수불가결한 상황이 온 것 같다.
지금껏 불확실한 "If" 가 "When"으로 전환되고
양산은 내년부터 적용이 되면 올해 연말쯤부터 광학섹터는
다시 불붙지않을까하는 기대를 살짝 해본다

SiPh칩엔 반드시 InP계열 외부 레이저를 붙여야한다는데
자체 레이저팹을 보유한 $LITE $AAOI 의 수요가 확대되길
바라본다-

아오이보단 루멘텀이 수혜이긴하겠지만 섹터가 가면
다 같이 갈거니깐 이제 원웨이 상방으로 달려가보면
좋겠다 Plz---!

[First Squawk @FirstSquawk]

GLOBALFOUNDRIES CEO SAYS DATA-CENTER DEMAND IS A “VERY STRONG DRIVER” FOR GROWTH AS AI WORKLOADS BECOME INCREASINGLY DATA-INTENSIVE.

CEO SAYS OPTICAL CONNECTIVITY IS NOW A “WHEN, NOT IF” TRANSITION AND GLOBALFOUNDRIES COULD 10X SILICON-PHOTONICS CAPACITY USING EXISTING US AND SINGAPORE FAB INFRASTRUCTURE.

[양봉이 @jangdaeplus]

@NURadu_ 오 축하드립니다---!

[양봉이 @jangdaeplus]

@NURadu_ 크 맛있는거 많이 먹고 오십쇼!

[양봉이 @jangdaeplus]

@jinseongeo83473 축하드립니다 :) 저도 열심히 키워봐야겠어요

[양봉이 @jangdaeplus]

@jinseongeo83473 익절 축하드려요!!

[Serenity @aleabitoreddit]

Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more).

What I've been consistent with is not being a fan of overusing ATMs/dilution for financing. I've said this before with $IREN + $POET.

And I'll be consistent with my own positions like AOI.

However, the reason I'm still overweight on AOI vs. the rest (looking at you Poet):

Is that AOI is actually capacity constrained with high demand visibility.

In terms of timing:

- AOI should have waited until completion of 1.6T qualifications (expected in the next few weeks)

- Could have used other structures like convertible notes above market prices.

But they did it on the drop from $220 -> $130, and it's likely there will be short term structural overhang whenever they want to tap into it.

I don't have to support every single business decision to remain long.

[Athu @athuinvests]

$AAOI could provide a solid entry in the coming weeks

Going to be direct here despite knowing many won’t agree

Sentiment and overreaction are probably going to pull this stock down further in the near term.

That’s exactly where I’d be watching.

Here’s why I’m still more bullish than bearish:

- Management already flagged on the last call that they’d need significantly more capital to finance their capex. The “they lied” or “no warning” narrative doesn’t really hold up for me here

- Timing was bad, doing this on a Friday right after the Rosenblatt event isn’t a great look, and there’s a fair question of why they didn’t lean on debt instead. Genuinely want to hear how they address that

- Revenue growth is real. Guidance points to $6B in annual revenue by 2028, and I’m fairly convinced they get there. Demand is clearly there, and early signs of execution are already showing

What I’d be careful of:

- Not over-concentrating the position, keep it smaller in the portfolio

- Watch the next earnings/event closely for how they address these concerns directly

- Any failure to do so could drastically change my approach here

What you do with your own position is up to you.

[양봉이 @jangdaeplus]

@NURadu_ 내가 취소했다 눌러줄수도 없고… 이 맛집을 빨리 아셔야할텐데