Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%". Rosenblatt TLDR: They've already modeled for this, even though each XPU [Source: https://x.com/aleabitoreddit/status/2075645547978084371]

Rosenblatt on recent optical sector weakness from $AAOI to $LITE: "Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares. "We think short sellers... do not actually strongly believe in the thesis." Multiple [Source: https://x.com/aleabitoreddit/status/2075634064518955297]

Sk Hynix is now trading under $SKHYV! It's now up an insane 16%. I wonder how Sk Hynix over in Korea is going to react on Monday. [Source: https://x.com/aleabitoreddit/status/2075611260771852590]

Why do I have this weird feeling the main reason retail is excited SK Hynix NASDAQ listing. Is because they can do degen option calls instead of individual stock purchases. [Source: https://x.com/aleabitoreddit/status/2075590371531493729]

Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company. - Agility $CCXI x Foxconn, Toyota - Apptronik x $JBL, Mercedes - Highlanders x Mitsubishi - Figure × BMW - Boston Dynamics x Hyundai (subsidiaries) [Source: https://x.com/aleabitoreddit/status/2075557588159058076]

The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today. If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later. Do you guys think it's time I should sell courses on TA? [Source: https://x.com/aleabitoreddit/status/2075539824589860866]

Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap [Source: https://x.com/aleabitoreddit/status/2075496116481884524]