$1,000 follows their calls into $1,060
KawzInvests@KawzInvestsJust realized @alexandr_wang quote tweeted me yesterday. Taking that as a blessing for my $META bags
KawzInvests@KawzInvestsWhat a fucking comeback by $GOOG. Crazy that I tweeted this earlier today… wink wink 😉 This is literally the best model in the world. Congrats, Google.
KawzInvests@KawzInvestsIf Gemini 4 Pro is as good as the rumors suggest, would that change your view on $GOOG? Feels like Google has lost a lot of its buzz since dropping Antigravity/ Gemini 3 . Curious how quickly that flips if they deliver.
KawzInvests@KawzInvestsDoes $CRDO have enough growth beyond AECs to keep this going? That’s the question we set out to answer in our latest article. We think copper has more runway than the market gives it credit for. At today’s valuation, we think investors are giving too little credit to Credo’s
KawzInvests@KawzInvestsWhy the $CRDO long-term growth story is much bigger than AECs. Credo generated roughly $1.34B in FY26 and guided to more than 85% growth in FY27, with analysts targeting around $3.9B in FY28. Where does that growth come from as AEC growth naturally moderates? First, AECs still
KawzInvests@KawzInvestsIts time $AAOI
KawzInvests@KawzInvestsOptics go brrr
Serenity@aleabitoreddit"Potential FCC rules on optical transceivers more likely to come at 3.2T" - $LITE, $AAOI, $COHR, $SIVE. Morgan Stanley met with Washington officials: - Restrictions would likely start at 3.2T modules made in China (800g/1.6T would be left alone) - Potential restrictions would
