The year 2026 is widely expected to be a big one for optical and photonics picks-and-shovels investments. $Applied Optoelectronics(AAOI)$  is the small-cap, high-beta transceiver name with lumpy revenue but massive AI upside if demand holds. $Broadcom(AVGO)$  sits at the top of the stack, owning custom AI chips and networking, with its scale and pricing power already largely priced in. $Lumentum(LITE)$  is the steady optical components leader tied to datacenters and telecom, slowly recovering margins as demand ramps up. $Credo Technology Group Holding Ltd(CRDO)$  offers pure high-growth connectivity e

Everyone thinks the photonics run is over. I disagree. AI cluster buildout is just getting started. Every GPU farm needs insane amounts of data moving at light speed. Optical demand isn't growing linearly; it's exploding. $Applied Optoelectronics(AAOI)$  Owns a critical part of the supply chain with in-house lasers. Their 2026 revenue guidance is $1.1B. Hyperscalers are lining up. $Credo Technology Group Holding Ltd(CRDO)$  Revenue has tripled, with 68% gross margins. The optical segment alone is projected to be over $600M next year. Analysts are raising their targets. $Lumentum(LITE)$  A blue-chip photonics player with decades of expertise. Probab

$Roundhill Memory ETF(DRAM)$  Overbought? Consider, Micron has a PEG of 0.08. SanDisk's is even lower at 0.04 (stock charts numbers). Room to run!

$Applied Optoelectronics(AAOI)$ 198 again? All the photonics were ripping AH Then money rotated to semis cause of Computex comments We not done $Lumentum(LITE)$  $COHERENT(COHR)$ 

$Kopin(KOPN)$ $Applied Optoelectronics(AAOI)$ $POET Technologies Inc(POET)$ $Lightwave Logic, Inc.(LWLG)$ $Lumentum(LITE)$ KOPN has 150,000 chips of AI optical capacity, potentially generating hundreds of millions in revenue per quarter. Microsoft was already researching MicroLed-based optical connectivity last year. That sounds promising. According to Microsoft, the advantages of MicroLed-based optical connectivity include: long range, low power consumption, low cost, and high reliability.

$Roundhill Memory ETF(DRAM)$ Samsung was up 3.3% in Korea last night, DRAM owns shares.

$Lumentum(LITE)$  isn't for the fainthearted, but it always seems to find a way to have huge up days that get the momentum headed back in the right direction.

$BigBear.ai Holdings(BBAI)$ is surging lately! The AI boom keeps driving it higher, pushing the stock up this rebound. Short-term gains look solid—adding on the dip and staying bullish on its long-term potential!

$Circle Internet Corp.(CRCL)$ has successfully built a solid base with significantly higher trading volume, and it's firmly standing at a turning point! Made some decent gains on this move—feeling like it's only a matter of time before it climbs back to $300. Plus, the recent Contra688 event is just awesome—free top-up vouchers really sweetened the holding cost!

$Apple(AAPL)$ 's trend is seriously impressive! Lines for new products at stores, strongest earnings ever incoming. Waiting for the stock to take off, $250 this week is a no-brainer.

$MEITU(01357)$ Solid companies thrive over time. Short-term dips won't stop Meitu's rise. Fundamentals remain strong—waiting for a comeback to new highs!

$HORIZONROBOT-W(09660)$ Localization accelerates, Horizon Robotics leads the race as a rising star. Having broken the triangle pattern, today's pullback is normal. The gap is likely to be filled next week with all indicators pointing upward.

$ProShares Ultra Semiconductors(USD)$ All in one day! ProShares Ultra Semiconductors delivers a +850.57 USD unrealized gain in just one session! With entry at 69.39 USD and current price 74.16 USD, leveraged semiconductor exposure proves its explosive potential. Another perfectly timed play in the chip revolution—this profit screams market mastery. The tech wave is rising, and I'm riding it to the moon!

$Spdr S&P Biotech Etf(XBI)$ Looking at XBI’s recent moves, it’s clear，being in the biotech game isn’t easy. We’re in a post-immunotherapy era now, where most “innovation” is just patchwork and endless competition. In reality, developing new drugs is an act of faith. Making money in this space? It’s a mix of fate, luck, and catching beta waves. Trying to find alpha from picking individual biotech stocks is hard，even for so-called “pros.” To everyone out there building or betting on innovation in this space: much respect. You deserve support, and some encouragement too.

$JD LOGISTICS(02618)$ Pang Donglai has teamed up with $JD-SW(09618)$ to build a supply chain base, which will be put into production in June, just in time for the 618 shopping festival. Don’t say it’s not interesting. Think about the more than 100 Pang Donglai products that will all be launched on JD.com, with logistics all relying on JD.com, and users across the country placing orders and receiving goods directly. You can imagine the data will soar with your eyes closed. This wave is superimposed on the peak stimulation of flash sales for takeout. In the short term, funds will rush in as soon as they smell the wind. I am optimistic that it will have a beautiful volatile market, and there is nothing wro

$Strategy(MSTR)$ is literally the big short crowd’s top target. If we get hit with a liquidity crisis like March 2020 again, remember when oil futures went negative， MSTR will be the first to crack. That’s why I’m eyeing $T-Rex 2X Inverse MSTR Daily Target ETF(MSTZ)$ . Bottom-fishing this one just makes sense：low resistance, high payoff, perfect play for a shaky market!

$BABA-W(09988)$ Hold firm and await the upcoming good news! Alibaba has announced plans to invest over 380 billion yuan in the next three years, primarily for cloud computing and AI hardware infrastructure development—an amount larger than the total investment over the past decade. According to the Q3 fiscal 2025 earnings report, Alibaba's revenue grew by 8% year-on-year, operating profit surged by 83%, and net profit skyrocketed by 333%. Alibaba Cloud’s commercial revenue has returned to double-digit growth, while AI-related product revenues have maintained triple-digit growth for six consecutive quarters, showcasing strong momentum and market competitiveness. The future holds enormous growth potential—stay tuned as Alibaba continues to soar!

$Direxion Daily 20 Year Plus Treasury Bear 3x Shares(TMV)$ Successfully sold my TMV today, gotta say, leveraged ETFs are pretty volatile, but they sure make things exciting! TMV is a 3x inverse ETF on long-term US Treasuries, and recently, US Treasury yields have been on the rise, especially the 10-year yield, which directly boosted TMV's performance. The ongoing Fed rate hikes have also put pressure on the bond market, which worked in TMV's favor. This trade was perfectly timed, and big thanks to CBA for making the process smooth!

$NVIDIA(NVDA)$ The bottom has been reached, and it looks like the $.IXIC(.IXIC)$ 's correction is over! After a period of volatility, the market seems to have found a rebound opportunity. With the new president's inauguration ahead, market confidence is likely to rise further. I believe Nasdaq has a great chance to break through its previous highs and reach new levels, with a target of 160 in sight.

$ARM Holdings Ltd(ARM)$ ARM is a STRONG buy the dip bargain sale — after the 8 month old IPO delivered a phenomenal Earnings Report—- best in its history, but; it’s Mgmt delivered its characteristically cautious forward guidance— and investors reacted negatively in yesterday’s AH to that conservative guidance — overlooking ARM’s otherwise record revenues and profits beat!!!🤔📈🖖