The creator views Lumentum as a strong buy due to its infrastructure capacity to meet increased demand for lasers.
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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
The creator maintains a bullish thesis on AAOI despite a 54% drawdown, citing future revenue ramp-up in 2026.
The creator discusses Meta's expansion into data centers and AI computing, countering concerns about excess capacity.
The creator highlights Nebius as a buying opportunity after a 40% drawdown from all-time highs.
The creator mentions a past successful trade in Micron, noting it is now up over 100%.
The creator references BlackRock CEO Larry Fink's advice on buying the dip as a general market strategy.
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Tracked calls opened from this post
LITEbuy opened Jul 10, 2026
+15.59%