@yianisz · Long POWL · The Analysts

Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Sun, Sep 13

$MU / $SNDK taught me to follow customer orders downstream. Memory is already being locked up years ahead. The next opportunity is what those customers still need to actually turn AI clusters on. That points me toward power first, then optics: $POWL $AEIS $VRT for power, $COHR

5d agoview on X ↗

tweeted Sun, Sep 13 · counted from Mon, Sep 14 close

Read as

Long POWL, Long AEIS, Long VRT, Long COHR, Long LITE, Long AAOI · Medium confidence

Confidence

Medium0.87

Counted from

Mon, Sep 14 · market close

Rank since this call

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Sep 14

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Sep 15

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Sep 16

#220

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 4 · counts fully until Oct 11 · fades out by Oct 25