| Date | Tweet |
|---|
| 2026-08-30T06:24:05 | It’s been a little disappointing to see a pattern with some people I've interacted with on X:
- try to engage with the same audience, then quickly move toward aggressively monetizing it
- get upset when I choose not to participate in or amplify paid groups
- throw out personal or illogical att… → · 2395 likes · 268,731 views |
| 2026-08-07T12:55:47 | Some more TLDR takeaways from $AAOI ER:
- They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI.
- For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth.
For reference:
Q2: $191.9M… → · 983 likes · 417,378 views |
| 2026-06-24T06:52:41 | OpenLight (private) seems to get bigger and bigger every time I look at it.
If you’re curious about their public ecosystem outside of Advantest:
$JBL ( $SIVE partner ) for scaling PICs
$MRVL and $MXL for DSPs
$TSEM for the foundry.
$300394.SZ / TFC Optical (OSAT/subassembly)
Can often get exposur… → · 791 likes · 650,271 views |
| 2026-06-19 | Sometimes, I just like sharing ideas to see how it does in markets or if others find it interesting!
$MXL, for example, I called out right literally right before that tripled for example, but didn't take positions.
I'm basically fully allocated for this year, so if I do add a new name, I have to c… → · 121 likes · 19,620 views |
| 2026-04-25 | @Sopcaja lol still can’t believe $MXL shot up 70% a day later, my timing is pretty uncanny → · 53 likes · 14,125 views |
| 2026-04-24 | Photonics go brrr.
$MXL +76.2% (lol)
$AAOI +15.03%
$SIVE +12.69%
$AEHR +7.07%
$SOI +6.19%
$LITE +4.96%
Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co/Ft2p94bDWR → · 1713 likes · 189,032 views |
| 2026-04-23 | @AtlasShrug1 Yeah should have went long when I said $MXL was compelling for scale across lol.
Feeling the fomo for sure → · 86 likes · 23,997 views |