$SpaceX(SPCX)$ Fans have spotted Back to the Future references in Tesla's Roadster teasers, and quite a few now think the car might actually fly. Tesla will livestream the Roadster reveal from Waco, Texas. The clues aren't exactly subtle. One teaser uses the line "Where we're going...", which is what Doc Brown says right before the DeLorean lifts off. The start time reads as 19:55 in 24-hour format, and 1955 is the year Marty McFly travels back to in the film. Elon Musk added to the speculation with a short post of his own: "Timing is everything." Some fans see that as a hint at a 7.55-second quarter mile, which would beat the Rimac Nevera R's 7.90-second run and make the Roadster the quickest production car ev
$Applied Optoelectronics(AAOI)$ LITE got hammered almost $92 today, leaving the pumpers crying. I'm still up 8X on my AAOI, over 100X on AMD, 8X on COHR, 2X on NOK and 60% on HUT. Down on CRWV now, unfortunately. Stocks have to fall a lot further before I lose anything. Being on the earnings and vote red.
$Applied Optoelectronics(AAOI)$ Earnings expectations and estimates for the quarter. Expected EPS is $0.14 per share, with some estimates at $0.13, which would be a big year-over-year jump from prior quarters. On the revenue side, after Q2 came in at $191.92 million, up 86% year-over-year, management's Q3 guidance is $255 million to $290 million, with a midpoint of $275 million, driven largely by demand for 800G and 1.6T data center transceivers.
$Applied Optoelectronics(AAOI)$ Up 3.5% last Friday. The $6B ATM is closed, so that overhang is gone. Rosenblatt reiterated Buy. 200% YTD. This thing is a freight train. I'm riding it until the first close below the 20-day. That's it. No essay needed.
$Applied Optoelectronics(AAOI)$ Strong close at $130. The 52-week high is $234. Still a long way to go, and the company is farther along now than it was when it hit $234.
$Bloom Energy Corp(BE)$ Bloom CEO KR Sridhar went on Bloomberg TV to address the Oracle force majeure overhang directly. He described the fuel cells as "fungible." Units already shipped to New Mexico can be redirected to other customers while still on the trucks. A project delay does not strand the hardware or the revenue. He reaffirmed guidance for this year and next and said manufacturing will keep expanding to meet demand: "We will not be the constraint." The CEO just validated the rerouting thesis on camera. If Jupiter slips past the February 2027 gas pipeline in-service date, the timing question is which customer gets the units first, not whether Bloom eats a revenue hole.
$SpaceX(SPCX)$ I keep wondering where the bears are who would claim the camera on the space station was fake, or that the docking never actually happened.
These are the ultimate "picks and shovels" value plays in the AI space right now. While mega-cap designers get crazy premiums, these 3 are trading at dirt-cheap multiples despite record backlogs and historic structural demand. The breakdown: $SUPER MICRO COMPUTER INC(SMCI)$ : Trading at roughly 5x forward P/E despite a $65B-$72B FY27 revenue target. Integrator king shipping NVL72 racks on schedule. $SK hynix(SKHY)$ : Roughly 5x forward P/E. High-Bandwidth Memory kingpin with 257% YoY growth plus massive hidden value in an upcoming Solidigm U.S. IPO. $Micron Technology(MU)$ : 16 forward P/E with take-or-pay supply contracts locked in for around $100B
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Yields keep pushing higher. The money train into these names is going to dry up soon. This should be well over $40. AMD and MU moves are keeping a lid on it for now.