This one chart basically tells the whole $AAOI story.
Focus on the 800G and 1.6T rows.
800G jumps from 138K units a month now to 420K by late 2026, hitting 550K by mid-2027.
1.6T goes from 10K to 230K, then 380K by end of 2027.
And ELSFP modules for co-packaged optics go
Just got a DM from someone at Meta saying they’re building their own web index and search engine for Meta AI. No more relying on Google or Bing—also stops rivals from training on their AI searches.
Yeah , this won't end well
They're just pumping the fake #stockmarket with UNLIMITED printed money
It's just going to make inflation worse until it all collapses
#stockmarketcrash will be worse than 1929
@FinanceLancelot Makes sense honestly. When everything's priced for perfection, sitting on the sidelines feels less like fear and more like patience. Wonder how long he's willing to wait though.
Amazon’s CEO says the company doesn’t have enough capacity to meet all the demand in 2026 and 2027, and the demand AWS is already seeing for 2028 is striking.
Here are 5 companies that will benefit from that demand:
$AMZN - Amazon
Amazon is adding around 15 GW of AI-related data center capacity across 2026–2027 combined.
In 2026, AWS had generated $148 billion with a $496 billion backlog. By 2027, AWS revenue is expected to reach the $210–230 billion range.
CEO Andy Jassy explained this situation: “Data center capital is spent starting two years before we can put servers into them to start monetizing. Once a data center opens with servers plugged in, we start generating significant revenue right away and then get to monetize these data centers for 30+ years without having to spend that start-up capital again.”
This gives AWS the potential to become Amazon in a $1 trillion annual revenue business by 2028.
What’s one thing you spend on that’s totally worth it?
For me — Walmart+. Groceries dropped at my door and free shipping? Honestly a lifesaver for us.
Long $WMT
@ive_m5 Been watching the news all morning, feels like we're back in some cold war movie nobody asked for. Hope the diplomats are actually talking behind the scenes.
@PlayBookTrades Good stuff 👍 I’d love to see a video on the indicators you use with their time frames and examples to understand that time frame mindset..like I see Macd 12,26,0, etc. in your videos… why chose those times??? Either way, always appreciate the recaps!