All optical interconnect suppliers are expanding, and there's a huge shortage of transceivers needed to outfit data centers. Some people still wonder where the orders are, which is a bit baffling. $Applied Optoelectronics(AAOI)$ 's revenue doubled in 2025 and is expected to more than double in 2026.
The biggest bull run of our generation isn't about chasing hype - it's about picking the right tickers at the right entry. $SpaceX(SPCX)$ - down ~24% (space/private market proxy reset phase) $Microsoft(MSFT)$ - down ~31% (enterprise AI + cloud multiple compression) $Apple(AAPL)$ - down ~10% (defensive mega-cap repricing, not broken fundamentals) $Meta Platforms, Inc.(META)$ - down ~30% (ads + AI monetization transition volatility) $NVIDIA(NVDA)$ - down ~18% (AI leader still intact, just volatile positioning) This is where conviction gets tested - an
$SpaceX(SPCX)$ After-hours isn't moving much, mainly because the short-term traders are out. Now it's mostly institutions and longs holding the stock. Shorts are pretty frustrated, they've been sidelined. Options are too expensive, and no shares are available to borrow for shorting. This could continue until July 15.