120114.bnb | (💙,🧡)I Berachain 🛹

@bagsapp

[KawzInvests @KawzInvests]

$AAOI reports earnings tomorrow and this is what I'm expecting.

2025 revenue was $456M. Management guided $1B+ for 2026 with $120M+ in non-GAAP operating profit. The business is set to more than double in a single year after running $190-250M annually from 2019 through 2024.

> Q1 guide is $150-165M vs Street at $157M. CATV running hot, 800G firmware slip from Q4 pushed shipments into Q1, and they beat EPS by 91% last print. Setup favors a beat.
> Q2 is what matters. Management has telegraphed it as the first profitable quarter and the start of the 800G/1.6T ramp. Above $185M with positive NG EPS and the move continues.
> OFC capacity slide showed 650K combined 800G + 1.6T units/month by Q4 26, 30% above prior guidance. 930K/month by Q4 27. That's a ~$6B annualized run rate from two product lines against a $14B market cap.

Full pre-earnings breakdown linked below.
$AAOI $LITE $COHR $AEHR $VIAV

[Photon Capital @PhotonCap]

https://t.co/LtWuoScRH2

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@billywu75 $20 soon
Then 升空

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@KawzInvests Buy?

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@nft_hu Wooo $40

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@KawzInvests LFG

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@rickawsb @fi56622380 @QihongF44102 6666
lwlg?

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@Vivian193299 Hy9H

[Wall St Engine @wallstengine]

X-ENERGY $XE OPENS AT $30.11, IPO AT $23

Note: Amazon-backed nuclear startup, which develops small modular reactors

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@frankyluan $amd
$sndk
$intel
和？

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@xiaomustock $LWLG

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@Kai866 所以大約甚麼時候

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@BTCdayu D3 5000iu 太多了 會壞肝

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@wugudehaore $nvda

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@cissan_9984 所以要怎麼辦？

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@shawnchen_eth 所以要買Tesla 了嗎

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@shawnchen_eth 🥹🥹

[120114.bnb | (💙,🧡)I Berachain 🛹 @neverland134]

@Xiaoniu6161 ？

[闲鱼小虾米 @xianyuxiaoxiami]

以为是翻车现场，没想到开口跪，打脸评委老师。这女孩说话有气无力，唱歌却像rosé。

[Mars 🔶 BNB @mars_bnb]

既然喜欢考古那就再重温一下一姐之前参加的非诚勿扰视频

从2011年17号女嘉宾到17年加入币安成为币圈一姐只需要6年时间，说一声非诚勿扰最强女嘉宾不为过吧！