$SNDK.

@aleabitoredditMay 17, 2026 · 4:16 AM

I'm not sure why people look at 13F filings so deeply when all the hedge funds are super behind on names like $JBL, $LITE and others. The most returns come from frontrunning institutions before they figure out the next $SNDK. Not following them 3 months after they file.

@investmentguru_May 9, 2026 · 1:00 PM

$MU. $SNDK. $AMD. All ran hard. None of them are done. Here’s why - $MU @ $746 | Forward PE: 7.5x → 100%+ EPS growth projected in FY2026 → Only US-based advanced memory manufacturer → Sold out through 2026 → HBM TAM: $35B → $100B by 2028 → Trading at less than HALF its historical forward PE average The run looks big. The earnings growth is bigger. $SNDK @ $1,562 | Forward PE: ~23x → Q3 revenue +251% YoY to $5.95B → Gross margins exploded from 22% → 78% → $42B in long-term AI customer contracts signed → NAND supply expected to stay tight through 2028 → Susquehanna target: $2,000 | Bernstein: $1,700 The stock is up 400%+ YTD and analysts are still raising targets. $AMD @ $455 | Forward PE: ~25x → Q1 FY2026 Data Center revenue: $5.77B (+57% YoY) → Q2 guidance: $11.2B — crushed the $10.5B consensus → Meta 6GW GPU deal. OpenAI. Oracle 50K GPU cluster. → Bernstein target: $525 | Barclays & Cantor: $500 → $14+ EPS projected for 2027. $20 EPS “plausible” for 2028 Still only 6% market share in a $1.5T AI accelerator market by 2030. The AI buildout isn’t slowing. Memory is tight. GPU demand is accelerating. Agentic AI is just getting started. These aren’t momentum trades anymore — they’re infrastructure plays. Not financial advice.

@aleabitoredditApr 23, 2026 · 5:15 AM

CPU "serious supply shortage" It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK. "Server CPUs have jumped between 10% and 20% since March" with $INTC and $AMD planning to further price hikes Q3. "CPU supply is likely to remain tight through 2026 and 2027" with "server CPU shortages reaching up to six months for Intel and 8-12 weeks for AMD" $TSM is also increasing capex in response to this shortage. "The main reason behind the fear is the simultaneous outbreak of CPU and AI ASIC demand; inventory currently includes Intel, AMD mainstream generation CPU, and $NVDA's upcoming Vera CPU, all using 3nm process Looks like we've come full circle?

@aleabitoredditApr 2, 2026 · 3:42 PM

@Market_Nick_ $AAOI does look like an early $SNDK. Largely dependent on execution, but the fact they project they'll have the largest 1.6T capacity in the US from projections (from inp laser fab to assembly), is pretty bullish.

@aleabitoredditMar 24, 2026 · 5:22 PM

If you're new to $AAOI: It looks scary entering positions near ATH at $109 after a 175% YTD increase. However, this looks like the photonics equivalent of $SNDK. And it so happens the center of the optical transceiver supercycle... At a $8.2B valuation we can look at projections: (est. Capacity * ASP Projections) Q2 2026: ~$312.1M Q4 2026: ~$1.41B Q2-2027: ~$1.53B Q4-2027: ~$1.97B If $AAOI ends up leapfrogging the $55B $LITE in revenue... $8B MC looks a little absurd for revenue growth off 30-40% margins… Re-rating potential is enormous. Worst case scenario if they fail internal laser fab and buys off $COHR. Is it ends up a Made in America Innolight / Eoptolink (Both $66B-$90B+ Chinese companies)? The optionality of making the entire supply chain in America is understated. $AAOI is one of my few high conviction longs aside from $SIVE and $LITE if they can deliver on projections.

@rwang07Nov 6, 2025 · 11:11 PM

$SNDK. Will cover the call later. First glance is great (and arguably it has to lol) Great note by @TMTBreakout https://t.co/4L6SSP4GzM