$Zhongji Innolight Co.,Ltd.(300308)$   $Eoptolink Technology Inc.,Ltd.(300502)$   $Yuanjie Semiconductor Technology Co.,Ltd.(688498)$   $Suzhou Tfc Optical Communication Co.,Ltd.(300394)$   $Luxshare Precision Industry Co.,Ltd.(002475)$   This USB drive-like device has become a leader in the capital markets, driving the ChiNext Index to a new high in nearly eleven years and pulling the main stage of AI computing power hardware back to China. In 2025, among the global top ten optical module vendors, seven are Chinese companies. For high-speed op

$Jabil Circuit(JBL)$ is scheduled to release its fiscal Q3 2026 financial results on Wednesday, June 17, 2026, before the market opens. The electronics manufacturing services (EMS) giant has seen substantial momentum over the past year—surging over 110%—heavily fueled by the massive build-out of artificial intelligence data center infrastructure. An analysis of the consensus estimates, the essential metrics to monitor, and potential short-term post-earnings trading setups are outlined below. Consensus Estimates & Context Wall Street expectations are relatively high going into this print, reflecting Jabil’s strong execution and its string of recent earnings beats. Consensus Revenue: ~$8.53 billion to $8.55 billion (representing roughly 9% growth

$SpaceX(SPCX)$ $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$  🚀🌌 $SPCX: A New Mega-Cap Challenger Emerges In The Space Economy 🌌🚀 📊 A remarkable market milestone: in this snapshot, $SPCX has entered the global mega-cap rankings with an estimated market value of approximately $2.4T, placing it alongside the world’s most valuable companies including $NVDA, $GOOG, $AAPL, $MSFT, $AMZN, $TSM, $AVGO and $TSLA. The market is sending a clear message: investors are no longer valuing SpaceX purely as a rocket company. They are attempting to price a potential space infrastructure platform. The numbers behind the debut have been extraordinary: 🚀 $SPCX surged more

$Marvell Technology(MRVL)$ $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  🚨 Semiconductor Options Flow Sends a Powerful Signal: Smart Money Is Positioning for More Upside? 🚨 I’m watching a major options flow shift across semiconductor names today as traders aggressively position for continued momentum in AI infrastructure, memory demand, and the next phase of the chip cycle. 📌 $MRVL | Marvell Technology $26M+ in short-dated, single-leg calls have been bought today, pushing $MRVL into the 3rd most bullish options premium ranking across the stock market outside the Mag 7. I’m paying close attention because concentrated call buying often reflects

📈 Stocks to Watch Today (16 June) Markets continue to show strength as investors focus on AI, tech earnings, and interest rate expectations. Volatility remains elevated, creating both opportunities and risks. 👀 Stocks on my watchlist: • NVDA – Still a leader in AI and data center growth. • TSLA – Watching for momentum and news catalysts. • PLTR – Benefiting from increased AI adoption across industries. • AMD – A key player in the AI chip race. • TQQQ/SQQQ – Useful for trading market direction. 💡 Trading plan: I'm staying patient and looking for strong setups rather than chasing pumps. AI-related stocks remain my focus, but risk management is key in these fast-moving markets. What's everyone watching today? Bullish or bearish for the week ahead? 🚀📊 #Stocks #Trading #Investing #NVDA #AI #NAS

$Addvalue Tech(A31.SI)$ 0.3 Target Price.   Addvalue Technologies Ltd is an SG satellite communication company that offers cutting-edge satellite components and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD 736.68 million.    Operations: The company generates revenue from bespoke telecommunication equipment and related products and components, amounting to $24.83 million. Earnings Growth Forecast: 40.4% p.a.    Addvalue Technologies is experiencing robust growth, with earnings rising to US$4.83 million from US$1.95 million year-over-year and revenue expected to grow significantly faster than the market average at 28.3% annual

SGX At All Time High:  Is It A Buy? 🌟🌟🌟For years, critics have dismissed the Singapore market as a slow, sleepy income trap designed strictly for wealth preservation, completely missing the multi asset transformation quietly happening.   That narrative has been shattered with Singapore Exchange (SGX)$SGX(S68.SI)$  recently reaching its all time high at SGD 22.58 last week. What happened? Backed by an unprecedented wave of global derivatives volume and regional capital flight into safe haven assets, SGX has surged a spectacular 60.4% over the trailing 12 months, completely crushing traditional bluechip benchmarks. SGX operates one of the most unbreakable economic moats in global finance. It is th

$Silvercorp Metals Inc(SVM)$ 20 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, with es

$USO VERTICAL 260618 PUT 126.0/PUT 124.0$  Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Closed this trade as I anticipate Oil price will continue to fall heading to end of the week d/t impending signing of peace deal btwn US and Iran. Rather cut loss now then risking to max loss.  @PawsAndProfits - Specialist in combining FA and TA for options selling and swing trading.[Claw]  

Tracking Cathie Wood: Heavy SpaceX Accumulation for Space Economy, Multi-Sector Portfolio Rebalancing Friday's U.S. markets closed with modest gains across all major indices. The S&P 500 rose 0.50% to 7431.46, the Nasdaq advanced 0.31% to 25888.84, and the Dow Jones posted the strongest performance with a 0.70% gain to 51202.26. The steady upward momentum provided a constructive backdrop for active portfolio management. Cathie Wood's Friday trading activity revealed a strategic portfolio restructuring approach: aggressive accumulation in space exploration while executing targeted reductions across multiple holdings, potentially reflecting active optimization and risk management considerations. Buy: Concentrated Space Economy Play ARK significantly increased its position in 

$Zoetis(ZTS)$ The animal health sector long enjoyed an aura of absolute invulnerability, and Zoetis (NYSE: ZTS) was its undisputed crown jewel. However, a major shift in consumer behavior and sharpening generic and brand competition have shattered that narrative. Following a bruising first-quarter earnings report, Zoetis stock experienced a severe single-day collapse of nearly 21%. Now trading in the low-$80s—down more than 50% from its rolling one-year highs—the market is aggressively pricing in structurally slower growth. For long-term investors, the central question is whether this sell-off is a permanent impairment or an exceptional entry point for a world-class monopoly. Performance Overview and Market Feedback The market's feedback on Zoetis

$SpaceX(SPCX)$ $Rocket Lab USA, Inc.(RKLB)$  $CoreWeave, Inc.(CRWV)$  🚀📉🚀 IPO Euphoria Meets Reality: The Great Growth Stock Valuation Reset 🚀📉🚀 🚀 I’m watching one of the most important themes in growth investing right now: the transition from IPO excitement to valuation discipline. The debut of $SPCX may have marked a short-term peak in speculative enthusiasm, but the broader IPO landscape is sending a more complex message. Investors are no longer rewarding every disruptive story equally. They are separating companies with genuine commercial momentum from those still relying heavily on future potential. 📊 The 2025-26 IPO Class: Winners vs Rea

US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technologies Corp(SPCX)$   plans to raise $75 billion at a staggering valuation of $1.77 trillion. Fueled by three top-tier narratives—low-Earth orbit satellites, rocket launch and AI—the offering has seen oversubscription exceed 4x across all platforms, creating peak market sentiment ahead of the listing.  Considering the historical performance of mega-cap tech IPOs from the past decade, investor tiers are expected to be highly fragmented. With long-term strategic capital, swing-trade hedge funds, and retail sentiment traders all participating, the stock price could experience massive volatility.

SpaceX IPO Lands. Space Stocks Are Already Flying SpaceX did not raise the price. That may be the signal. $Space Exploration Technologies Corp(SPCX)$   has officially priced its blockbuster IPO at $135 per share, raising $75 billion and valuing the company at roughly $1.77 trillion. SpaceX did not lift the final price above the level already floated to the market. Bulls may see that as a smart move that leaves room for a strong debut. Bears may argue that the valuation was already stretched enough. Either way, this is no longer just a SpaceX story. It has become a sector event. Space stocks are already moving The read-through showed up quickly in public space names. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , $Firefly Aerospac

Everyone is talking about NVIDIA chips. Almost nobody is talking about the material that makes AI data center lasers work:  Indium Phosphide (InP) According to Reuters, US officials have reportedly made multiple trips to China trying to resolve export restrictions. So far, China is still deliberately slowing approvals and keeping a tight grip on supply. Why does this matter? Because every AI data center depends on optical networking. And optical networking depends on lasers. And those lasers depend on InP. ⚠️ The scary part: Switching suppliers isn't like changing a phone carrier. Qualification can take 12-18 months. China knows this. Even as Chinese manufacturers rapidly expand production capacity, overseas shipments are expected to remain limited, keeping the bottleneck firmly in pl