$1,000 follows their calls into $931
Ehrmantraut Capital@EhrmantrautCap_Does it get much cheaper for $AAOI? The 2027 ramp is gonna be lit.
Ehrmantraut Capital@EhrmantrautCap_$ASML is hiking prices of DUV/EUV replacement parts for Samsung and SK hynix by 10%. We can expect them to raise prices of newly ordered EUV equipment as well. Will this trend continue in the coming years? Probably. The lead times on $ASML machines are getting longer, $INTC,
Ehrmantraut Capital@EhrmantrautCap_When it rains, it pours. For what it's worth, I'm glad I always stuck to regular $ASTS shares and never oversized on this risky stock. Am I still bullish on it? Yes, but we've had plenty of time to cheer on government contracts, the J-LEO award, MNO partnerships, you name it.
Ehrmantraut Capital@EhrmantrautCap_This market is not for the weak. Nevertheless, still highly bullish on $AAOI. Patience will be rewarded if their execution remains solid in the coming period.
Ehrmantraut Capital@EhrmantrautCap_And if you ask me, this is just the beginning. $35.16 billion on a market cap of over $1.15 trillion doesn't seem like much. But in the past quarter alone (Q4 FY2026), Micron $MU had over $37 billion net profit, and over $33 billion FCF. In the coming quarters, it will only get
Ehrmantraut Capital@EhrmantrautCap_$MU will buy back up to $35.16 billion worth of shares. The buyback program should start after December 9th when the buyback restrictions under the CHIPS have ended. Bullish 🔥
