I believe Optics will go brrr next week.
$AAOI — record Q2 revenue + 800G/1.6T demand exceeding capacity.
$LITE — $1.01B revenue, +109% YoY, 1.6T ramping.
$COHR — strong AI-driven optical demand and improving margins.
This is a real infrastructure bottleneck.
@Semiconsight Exactly. Fundamentals can be similar, but the market can price the same AI/optics thesis completely differently. That’s where the opportunity is.
I’m long on $PLTR.
AVG: 127.
Devours the entire cloud market by turning raw compute into valuable compute via world-class digital twins. Only Palantir delivers operationally tailored AI that makes traditional hyperscalers secondary.
• Core edge: Replicable digital twin
Added to $NBIS at 185$.
$27B AI infrastructure agreement with Meta
$2B strategic investment from NVIDIA
~$9.3B cash to fund expansion
Q1 revenue up to $399M
Expanding AI factories across the U.S., Europe, and the UK
Management still targeting $7–9B ARR
Now it’s all about
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