What an insane day for photonics.
$SIVE up 31.3%
$TSEM up 23.1%
$AAOI 20.01%.
It feels like a lot… but this just means you’re early to the next supercycle and there’s a lot of room to go.
Lot of people on X ask what’s next after $SNDK?
Here they are.
$SNDK made more profit in one quarter than it made across the prior three years combined.
Agentic AI is driving demand for NAND-backed storage across inference workloads, with SanDisk’s high-capacity enterprise SSDs positioned as a key part of the stack.
🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).
Here are 09 insane Gemini prompts that replace $4,000/month Bloomberg terminals:
Save for later🔖