Summary: Strong buy on AAOI as heavily undervalued given projected $471M/month H1 2027 revenue vs 12B cap; also calls market green Monday.

structural marker; pre-classified as canonical yfinance ticker

The absurd amount of capex funding will only continue and increase

AI growth and expansion is not going anywhere

Companies like $AAOI projected $471 Million monthly H1 2027 with a current 12B market cap are great adds on days like Friday.

Even if $AAOI were to miss projections by 5%. That is still $450M/a month. Still heavily undervalued

Market will be green Monday 🙌

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I’ll continue shouting $AAOI until the markets done undervaluing it


Summary: Author's top AI supercycle picks: NBIS, AAOI, SIVE, SNDK, MU, IQE, XFAB, LPK, SMOL — all long for life-changing returns.

industry='Internet Content & Information'

The AI Supercycle will generate life changing money for many people

Position yourself correctly 📈

My Top picks:
$NBIS (Cloud)
$AAOI (Transceivers)
$SIVE (Lasers)
$SNDK / $MU (Memory)
$IQE (Wafers)
$XFAB (SiPh)
$LPK (Substrates)
$SMOL (Capacitors)

Road to Retirement


IQE plc, UK-listed compound semiconductor wafer maker on LSE

industry='Semiconductor Equipment & Materials'


X-FAB Silicon Foundries, Euronext Paris listed SiPh foundry, MC ~$1.33B


$DRAM is a buy 🚨 I will continue to DCA starting tomorrow

Summary: Long $DRAM ETF, DCA-ing from $36 entry on SK Hynix/NVIDIA partnership confirming memory as a long-term AI chokepoint.

$DRAM is a buy 🚨

Original Entry of $36

SK Hynix X NVIDIA News was enough to convince me that Memory is a longterm Chokepoint

"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance." - Jensen Huang

I will continue to DCA starting tomorrow


Summary: Bought AAOI into the CPO-delay selloff, viewing the drop as unwarranted.

@PhotonBull Bought yesterday, the sell off was silly

$AAOI fell 14% on the SemiAnalysis CPO delay report. That’s a categorical error. AAOI sells pluggable transceivers. CPO slipping to 2028 or 2029 doesn’t threaten the pluggable era, it extends it.

The numbers were already strong. Q1 datacenter revenue grew 154% to $81.4M on first


Summary: 100% invested across AAOI, MRVL, NBIS, SIVE, NVDA; holding until 8-figure portfolio goal.

I am fully out of cash. 100% invested🙌

I am full port into these names:

$AAOI
$MRVL
$NBIS
$SIVE
$NVDA

Not selling until 8 figs is reached

---

If you're wondering about the all in challenge. Yes we will still be starting Monday.

This is my main portfolio, that will be a separate account


Summary: Expects AAOI to reach all-time highs by end of week.

Overnight markets live and trading higher

$AAOI closed Friday at $172. Now trading at $182

This is why you don’t panic sell companies you believe in

$AAOI to ATH by the end of the week 🙌 https://t.co/tTqXuhws6g


Summary: Added to AAOI position at $161, avg entry $150, heavy sizing; holding long.

Purchased even more $AAOI here at $161

Bringing my average entry to $150 (I went heavy)

Now we let the market decide ✔

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Held strong on support and coming back up ✔ https://t.co/OmTN9iFnsC


Summary: Long AAOI with large position; bullish on $400M+ revenue, 40% GM, supply-constrained AI chokepoint; adding near $160-$170.

My current call is $AAOI

Lets put things into perspective here:

- Management has stated that they are projecting $471M Revenue by H1 2027
- Projecting gross margins of 40%

Now lets say Management over estimated and they "only" end up doing $400M in revenue. $4.8B Yearly

At 40% gross margin (current 2027 target) and ~20% Rough operating margin, that would leave us at ~$960M Operating Income.

$960M Operating Income if the management over-projected by 15%.

We are trading at 2.5x EV/sales ratio (if over-projected)

$AAOI is currently trading at a 12B Market Cap and is part of an essential chokepoint to AI.

I am Extremely bullish. I have a large position but would be glad to add more near $160-$170.

---

Keep in mind - Management is turning away demand because they can't build fast enough.

Supply constrained and far from demand constrained


I'm in deep. It's 8 figures or nothing 🫡

Summary: Heavily long AAOI with an 8-figure position; high-conviction all-in stance.

I’m in deep. It’s 8 figures or nothing 🫡

$AAOI https://t.co/LVXAq8AENa


Summary: Bullish SHC; urges not to fade it, claiming generational wealth opportunity.

@SchoolHackCoin DONT FADE $SHC

GEN WEALTH WILL BE MADE

LFG 🚀🚀🚀 https://t.co/LeC2rYVI9L


Summary: Short-term price target of $280 for AAOI.

@TW_trades_ What is your target price for AAOI


Summary: Long SNDK; stock keeps going up after +320% in 5 months.

$SNDK one of the best calls I’ve made

+320% in just 5 months

This stock just keeps going up https://t.co/HkyeCWzF97

Bought $SNDK earlier today thinking I was top blasting

Now I don’t feel so bad about it.

$MU I will buy next


Summary: Confident SHC will deliver; implied bullish.


Summary: Bullish AAOI as CPO supercycle play on NVIDIA-driven InP laser capacity expansion 20x by 2030.

$AAOI

"Increase InP laser capacity by ~20x from 2025-2030. The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase"

CPO Supercycle is just getting started

Rosenblatt InP lasers checks:
According to our checks, NVIDIA, which is the driving force behind scale up CPO, asked the supply chain to increase InP laser capacity by ~20x from 2025-2030. The vendors appear to have taken a more conservative stance, agreeing to an ~12x increase ( https://t.co/WpWDshvbmC


Summary: Bullish SHC; urges not to fade it, claiming generational wealth to be made.

@SchoolHackCoin DONT FADE $SHC

GEN WEALTH WILL BE MADE

LFG 🚀🚀🚀


Summary: Bullish on SHC; expects a strong move up.


Summary: Discloses a long position in FLNC, bought alongside the parent's bullish thesis on hyperscaler contracts.

@aleabitoreddit Bought with you yesterday 👏

It’s still premarket…

But +18.66% off $FLNC having 2 direct hyperscaler contracts coming up.

Especially at this tiny MC, having these types of contracts typically leads to massive re-rating. https://t.co/fVroq5VrN4


Summary: Bullish NBIS on accelerating AI demand driving explosive growth.

Here's what's going on in AI right now and how it affects $NBIS:

1. People are realizing AI is expensive af
2. They're also realizing AI is insanely useful
3. And they're starting to see its evolution isn't slowing down. It's actually accelerating

This means demand is exploding


Summary: Expects AAOI to reach $300 within the next few weeks.

@CNBCapital Everything red. Names like $AAOI are just following along.

I believe we see $300 within the next few weeks

@TW_trades_ do you know what’s going on why everything is nuked?


We buying $XFAB before we see the "Did you listen anon?" post

Bidding here

Summary: Buying XFAB ahead of expected catalyst, endorsing the long thesis on photonics/power semis.

$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in.

Given EU CHIPS act 2 is today as the catalyst for European photonics players.

> 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI

> Silicon Photonics / CPO https://t.co/AZFFLbQk8O


Summary: Decisively bullish on SHC.


Summary: Bullish SHC; won't fade it.

REPEAT AFTER ME 🗣

🟨 I WONT FADE $BEYOND
🟨 I WONT FADE $PARAM
🟨 I WONT FADE $ZENT
🟨 I WONT FADE $SHC
🟨 I WONT FADE @limewire
🟨 I WONT FADE $SKR
🟨 I WONT FADE $GENAI $SOL
🟨 I WONT FADE $RICY

ENGAGE and CONNECT!! ❤♻


Summary: Long AAOI on projected $471M/month revenue and 40% gross margins by H1 2027; buy the red days.

Everything is green except for $AAOI

-  Do people think the possible CPO delay is still bad for the company ?
(It’s not)
- Could it possibly be the $600M ATM ?

I want to reiterate my thesis on AAOI:

Management is projected $471M/M revenue by H1 2027. Yes you read that correctly , Monthly.

Gross margin is projected to be 40% by H1 2027

AAOI builds everything in house - in America

Take advantage of the red days


Summary: Actively accumulating AAOI on every down day; ongoing bullish position.

@Steff8812 Ive been buying on every red day we get 👏


Summary: Bullish SHC; claims it will pay off.


Summary: Long $DRAM ETF as a long-term play following NVDA/Jensen confirmation on SK Hynix and AI memory demand.

@LifeLessonsAcad $DRAM gives the US an easy way of obtaining SK Hynix and other major players.

I wouldn’t say it is going to outperform others but after confirmation from Jenson and Nvda I see this as a good long term play

@TW_trades_ With memory demand scaling alongside AI factories, do you see $DRAM outperforming other semiconductor plays this cycle?

The SK Hynix x NVIDIA angle makes this a compelling long-term thesis.


Summary: Bullish on both SHC and ZENT.

Glad ur not fading

Bullish on $SHC & $ZENT


15B to 154B is an absurd increase. We think we're late bc we're all on the same feed, we're still early !

Summary: Still early on CPO/optical networking despite 9x TAM projection; bullish on the sector.

Optical networking basket: CIEN, LITE, VIAV, COHR; no single dominant ETF

@aleabitoreddit 15B to 154B is an absurd increase

We think we’re late bc we’re all on the same feed, we’re still early !

Goldman Sachs Projections on Optical Networking.

Aggregate TAM would increase 9x:

From $15B to $154B. CPO contributes $91B.

What the actual?

Yep... And another confirmation why I'm so incredibly bullish on CPO names like $SIVE (laser), MSSCorps (yields), or Shunsin https://t.co/ahBc9N9heU


Summary: Bullish SHC; expects price to surge in the days ahead.


Summary: Bought AAOI dip at $134; live long position disclosed.

$AAOI Earnings will cause a drop

Then the call with reiterate the growth we already know about.

I’m a buyer at $125


$SHC WILL BRING GEN WEALTH 🏦 8 DAYS LEFT , DONT FADE 🚀

Summary: Bullish SHC with ~8-day urgency; expects significant upside, urges not to fade.


Summary: Bullish on SHC; tells followers not to fade it.

MORNING $SHC BOOST 🚀✌🏻

Quote for Quote
Retweet for Retweet
Like and reply on everyone 👊🏻

MAX SUPPORT 🤗 https://t.co/5t5qHT6rs6


Summary: Still holding a long-term position in SNDK.

@qwertypolice786 Nothing it cant do at this point. Still holding my longterm bag ✔

@TW_trades_ Let’s do research on next SNDK buddy, past is past never comes back!
I do think it can do to 3k though


Summary: Strongly bullish AAOI; would buy aggressively at $120 even at personal financial sacrifice.

@athuinvests at $120 the wife is gonna have to cut back for a few months, will be slamming the buy button.

To be honest, I love seeing the market doubt $AAOI and bears coming out of the woods all of a sudden.

Another moment of opportunity for true convicts and a test to filter out weak hands.

Anything around $150 is a strong buy. If the overreaction gets this to $100-$120, I would


Summary: Author is taking a long position in AAOI despite execution risk, endorsing the cheap-if-management-delivers thesis.

@babyfolio well said, but im taking the risk

People keep saying $AAOI is cheap.

I own $AAOI, but I think the market is already pricing in a meaningful amount of execution risk.

If management delivers on what they're guiding for, then yes, the stock looks very cheap here at roughly 2–3x sales.
But that's the key word: if.


Summary: Bullish IQE, endorsing the bottoming thesis from the parent.

@mkfilko Unfortunately I didn’t listen to Serenity on this one. $IQE looks good here

Ok guys... I have to say this:

$IQE is the biggest POS stock ever.

That being said, it seems to me that we're printing a bullish inverse head and shoulders pattern here. As long as we don't close below 36p, I think this looks like it wants to bottom out around here and go back https://t.co/XjznwdwhT8


Summary: Bullish on $SHC; claims generational wealth to be made, don't fade it.

@SchoolHackCoin @XTexchange DONT FADE $SHC

GEN WEALTH WILL BE MADE

LFG 🚀🚀🚀 https://t.co/rji6acQHoB


Summary: Extremely bullish on SHC.

So bullish on this project $SHC https://t.co/5VCWnFo4Ti


Summary: Holds large long SNDK from good entry; smaller long DRAM for additional memory exposure.

@animanamit Large position in $SNDK from a good entry

Smaller position in $DRAM for the other exposure

@TW_trades_ do you have positions in all 3? how do your split your money up between them


Summary: Still holding NVDA with large unrealized gains; views it as leader of everything.

@unfadv Tons of unrealized gains and the leader of everything.

Also had enough cash to buy what I wanted.

@TW_trades_ What's your thesis on $NVDA now? Or just sitting on tons of unrealized gains?


Summary: Endorses holding AAOI, NBIS, MRVL, NVDA for 2 years with a bullish outcome.

@galay3s Hold for 2 years and you'll be happy

@TW_trades_ Great buys.
$AAOI $NBIS $MRVL $NVDA make up 65% of my entire portfolio.


Summary: $100 price target implied; bullish on the stock from current levels.

@TW_trades_ EOY PT? Got in at 42, fun stock.


Summary: SIVEF is worth $30 vs current $5.6 price; deeply undervalued, strongly bullish.

$SIVE / $SIVEF is a $30 stock

Currently being traded at $5.6


Summary: Disclosed long position in FLNC, endorsing parent's bullish thesis on $3B valuation and hyperscaler deals.

Agreed high-level directionally, $FLNC compelling at $3B valuation post-earnings after taking a closer look.

Very rare to see a US energy player that small get 2 direct Hyperscaler deals...

The $5.6B+ backlog derisks the company growth, not including new hyperscalers backlog https://t.co/v4xAvGRifv


Summary: Decisive buy instruction on SHC; don't fade it.

To connect wallet for BUBBLE airdrop is like WAR.

Only bringing two options

Coinbase

Ledger

No metamask...

Na wa ooo

I still dey find way to navigate around am
$SHC https://t.co/goMy1AkLJf


Summary: Buying dips in LPKFF and SIVEF on sector-wide selloff with no fundamental news catalyst.

Market dropping sector on no news

Picking up the dips here today.

$LPK / $LPKFF
$SIVE / $SIVEF

$LPK / $LPKFF getting beat up today. Any news ?


Summary: Still holds 50% position in SOXL; ongoing long exposure.

@JackChangMD Still holding 50%. Few more on the list, smaller percentages


Summary: Long AAOI after catching the bottom; targets a return to all-time highs.

Perfectly caught the bottom on $AAOI

Time to send back to ATH 🙌 https://t.co/TNtuKOHu0q

Purchased even more $AAOI here at $161

Bringing my average entry to $150 (I went heavy)

Now we let the market decide ✔


Summary: Long memory plays DRAM/SNDK/MU as the most obvious AI chokepoint, endorsing original thesis.

Memory is the most obvious chokepoint to own

Follow me so you don’t miss out next time✔

$DRAM $SNDK $MU https://t.co/LXcPRR2M0Q

$DRAM is a buy 🚨

Original Entry of $36

SK Hynix X NVIDIA News was enough to convince me that Memory is a longterm Chokepoint

"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance." - Jensen Huang

I will https://t.co/1sWC5bgyxv


Summary: Discloses current large AI-portfolio holdings in these five names; adds buy-the-dip instruction.

Current large holdings (AI port):

$AAOI
$SIVE
$MRVL
$NBIS
$SOXL

Buy the red 🙌


Summary: Bought heavily into NBIS, AAOI, and SIVE on a broad market dip.

It’s cheap share day on the stock market

I bought heavily into : $NBIS , $AAOI , $SIVE https://t.co/FkGLUCivT9


I bought heavily into : $NBIS , $AAOI , $SIVE


You will wish you paid more attention to $NBIS here. Looking to add more to my long term portfolio.

Summary: Adding NBIS to long-term portfolio; urges attention to current entry.

You will wish you paid more attention to $NBIS here

Looking to add more to my long term portfolio.

Also drop @babyfolio a follow✔
He is constantly putting out great content

Those who have followed $NBIS for a while know that $ORCL earnings don't mean much for Nebius.

$NBIS tends to get dragged down whenever there's bad news or disappointing earnings from $CRWV or $ORCL, even when it has little to nothing to do with Nebius itself.

What matters is


Summary: Still holding remaining 50% of SOXL position from $15 entry; letting it ride.

@LessSelector Regarding $SOXL yes

Entry of $15 and sold 50% last week. The rest will ride

@TW_trades_ You’re 3X leveraged in semis today?


Purchased more shares of $AAOI at $170. I am now $AAOI HEAVY. Putting my money where my mouth is.

Summary: Added to AAOI position at $170, now heavily long with avg cost $154.

Purchased more shares of $AAOI at $170

Bringing my average to $154

Had extra cash to deploy and thought why not get crazy with it. I am now $AAOI HEAVY.

Putting my money where my mouth is. https://t.co/3MpYQbmlUV


Summary: Adding to long AAOI position at $168, averaging entry to $133; bullish on the dip.

Purchased more shares of $AAOI here at $168

Bringing my entry to $133

Buy the fear 🙌 https://t.co/ysQJRQDYv5


Summary: Long AAOI; bought at $161 and will add on any dips under $200.

@a_little_tailor Bought again at $161 , Ill take any dips markets want to give under $200

@TW_trades_ added also here. this is best way to make money $AAOI


Summary: Bullish on SHC; expects price to keep rising.


I'm a buyer here and anything under... this thing has legs to go

Summary: Buying NBIS here; despite 125% run in 3 months, sees further upside ahead.

$NBIS

I’m a buyer here and anything under

Stock is up 125% over the last 3 months but this thing has legs to go https://t.co/WSGeIrBTUo


Summary: High conviction long on AAOI.

@DashFlowMediaEn I can't suggest what to sell in order to buy $AAOI . Trust ur gut, I just have high conviction in this stock.

@TW_trades_ would you sell 1k worth of Microsoft that is down 9% to put it in this instead? I'm bullish long term on Microsoft but feel like this could turn around quicker