@sancompounding · Long APH

🚨 AI Updates : 10/2 AI infra is eating the market: Key highlights this week 📈 1. Optics ($MRVL $CIEN $COHR) + 2. Memory led stocks higher $DRAM $SKHY $MU printed $54.2B revenue (+379% YoY) guiding $61.5B $CRWV went live on $NVDA's Vera Rubin NVL72 💲AI Stock of the week

Read asLong APH

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Sat, Oct 3Tweeted

Mon, Oct 5 closeCounted from

4% of the basket · day 16fades out by Nov 14

Rank per close

#235

Oct 5

#221

Oct 6

#191

Oct 7

#188

Oct 8

#254

Oct 11

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Oct 19