@rdd147 ED has been saying that for a long while and things have run up tremendously from those prior levels. But I love Ed's work on excess deaths during covid and the jab.
@saso_capital $CRDO has legs., It's not crumbling. With a forward p/e virtually at 200, $AAOI requires perfect execution to move upwards from here. That's an issue for many investors. $CRDO will see increasing problems with $MRVL but, for the time being, it's a go.
@ThematicTrader Don't forget that SuperPOD storage partner cos are often involved: $NTAP and $PSTG. $Dell servers>$PENG integration>$NTAP storage is a freequent combo.