$1,000 follows their calls into $1,000
- Win rate
- 59%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #178
- 7 ranked closes
- Longest streak 7
$1,000 follows their calls into $1,000
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
KawzInvests@KawzInvestsCustomers are already trying to secure supply for 2030. That gives $LITE a lot of say on pricing. I still think the Street is behind on how much margins could expand in 2027.
Photon Capital@PhotonCap- $LITE’s CEO said AI optical-component capacity is effectively sold out through early 2029. - He expects roughly 70% of demand for some products to remain unmet through 2027. - Other products could face roughly 30% unmet demand through 2028. > Securing optical-component

KawzInvests@KawzInvestsReally good visual from @LIWEI_TWCapital on $TER vs $AEHR. I get the concern around TER expanding into burn-in. Still think the AEHR selloff has been excessive, especially when you look at where the two actually compete.
KawzInvests@KawzInvestsIts time $AAOI
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.