LITE is down 31% from all-time highs, and while its valuation appears expensive, easing supply constraints for optical components suggest potential for future growth.
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The creator discusses several stocks, highlighting Micron and Nebius as successful past investments. They a...
Jul 10, 2026
The creator discusses several stocks, highlighting Micron and Nebius as successful past investments. They also touch on Meta's new data center plans and provide analysis on AAOI and LITE, noting their recent price drops and potential for future growth based on industry trends and company performance.
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Tickers discussed in this post
AAOI is presented as a buy opportunity, down 54% from all-time highs, with strong growth projections and increasing cash reserves, suggesting potential for significant upside.
Meta's announcement of a $9.1 billion data center in Alberta, Canada, is presented as a significant expansion, but the creator questions if it implies excess compute to sell or is just good news for their cloud business.
Nebius was bought under $80 and has since risen over 100%, demonstrating a successful investment strategy.
Micron was bought at $500 and is now up over 100%, indicating a successful investment.
Blackrock CEO Larry Fink's quote about buying the dip is mentioned as a general investment principle.