TheEquityHub

Stock Investor and researcher. Posting for my happiness. Not a Financial Advice. DYOR

[TheEquityHub @TheEquityHub]

$LITE $COHR are direct beneficiaries but they don't have the capacity for the demand. $AAOI will benefit massively here.

[TheEquityHub @TheEquityHub]

$AAOI $CRDO $GLW $COHR $LITE most AI names just ripping pre market on news of Trump admin banning Chinese data center devices.

https://t.co/UhNxgiJFXZ

[TheEquityHub @TheEquityHub]

@QuietPlaybook He din't ban data centers. He is banning Chinese devices in data centers. So more orders for US device makers

[TheEquityHub @TheEquityHub]

@TheBigBerbowski News. Most AI names ripping

[TheEquityHub @TheEquityHub]

$AAOI $CRDO $GLW $COHR $LITE most AI names just ripping pre market on news of Trump admin banning Chinese data center devices.

https://t.co/UhNxgiJFXZ

[TheEquityHub @TheEquityHub]

Good day to take some profits if u are heavy from the dip buy last week. Most names like $AAOI $NBIS $GLW $LITE $BE $CRDO are up more than 40% in 5 days. Better to go sideways or pullback a little for these names.

[TheEquityHub @TheEquityHub]

$AAOI $CRDO $GLW $COHR $LITE most AI names just ripping pre market on news of Trump admin banning Chinese data center devices.

https://t.co/UhNxgiJFXZ

[TheEquityHub @TheEquityHub]

$AAOI $CRDO $GLW $COHR $LITE most AI names just ripping pre market on news of Trump admin banning Chinese data center devices.

https://t.co/UhNxgiJFXZ

[TheEquityHub @TheEquityHub]

$AAOI 40% for 4days. not bad. Swinging into ER. This can be a multi bagger

[TheEquityHub @TheEquityHub]

I am finally comfortable buying $AAOI here. Bought today around 83.

[TheEquityHub @TheEquityHub]

@OInvests I am always more worried when there are no wall of worries. Right now, there are way too many. So we are good I am guessing

[TheEquityHub @TheEquityHub]

@OInvests Just enjoying the gains honestly. Not trying to overthink it. There will be pullbacks for sure but ultimately will go up imo. So, if they come down I buy more, if not I will enjoy the present gains

[TheEquityHub @TheEquityHub]

$ONDS Appointed Barnea as chairman of international defense division.

Good: his remit is Middle East/Europe/Asia, exactly where $ONDS just bought a pile of Israeli assets that need government level doors opened to sell.

Not so good: no corporate operating experience, only 2 months out of Mossad might get scrutiny.

[TheEquityHub @TheEquityHub]

$GLW bottom indeed. 30% move in 4 days. Much more to come. Will go to ATH's again soon.

[TheEquityHub @TheEquityHub]

I think $GLW bottomed out here around $120. Maybe it can move around +/- 10% but high probability this can be the bottom.
With Optical growing 32% and Solar growing 90%, this is a really good r/r.

[TheEquityHub @TheEquityHub]

I have never seen $VRT outperform other AI names in RTH session. Let alone in after hours. Structural change there. Looks really good.

[TheEquityHub @TheEquityHub]

$NOK is DOUBLING the production with SAME capacity. Yes u heard it right.

It is working on a design change on its split die architecture to achieve this. It's gonna come out end of this year. Can't divulge more info at this point but really excited for this.

[TheEquityHub @TheEquityHub]

Nice to see $ON getting more coverage after ER. only me and @saso_capital were talking about it previously.

[TheEquityHub @TheEquityHub]

@glocalinvestor Give me 80 please

[TheEquityHub @TheEquityHub]

@jpinsights There is no alternative to $VRT honestly. If they go belly up today, 60% of data centers stop working. I like those kind

[TheEquityHub @TheEquityHub]

@pepemoonboy Hahaha. Good one

[TheEquityHub @TheEquityHub]

@CKCapitalxx $MRVL will be a trillion dollar company. Their photonic fabric and Plasmonics, if they work out, will be huge