Beyond 13F — activists, insiders, politicians & research
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-03-24 · last 2026-03-24
“There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Space.
The other is hype over extreme revenue and earnings growth from AI.
The latter tends to be mo…” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-03-24 | There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Spac… → · 891 likes · 122,897 views |
| Report | Date | Stance |
|---|
| #100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance | 2025-06-23 | LONG |