LuckyDao

$XTALPI(02228.HK) will return to 15 first? Or will $Rocket Lab(RKLB.US) return to 150 first?

I just want to quietly hold and wait for a big piece of news. It's really hard.

$Applied Optoelectronics(AAOI.US) "Significantly larger growth is expected starting from the third quarter, as production capacity comes online."

Regarding the outlook for 2027, the CEO gave a staggering expected figure of 471 million in monthly revenue.

In theory, this number represents the company's market value could still grow fivefold by next year, wouldn't that put it on par with the industry leader, coherent, with a market cap of 60 billion?!

I think it might be forgivable, should I go help the brothers holding this stock pump it up? 🤔

The biggest joke in the tech circle these past two days—it's not about which AI has evolved again, but that if you want to spend money on that big tech company's $40 Coding Plan, you have to set an alarm to snag it at exactly 10 AM, and whether you get it or not is up to fate. Alibaba Cloud and Baidu are similar, their low-priced plans are simply labeled "SOLD OUT," and Alibaba Cloud has even raised the price of its computing power cards, with the highest increase being 34%. Tencent's plan is also raising prices indirectly$Alibaba(BABA.US)$TENCENT(00700.HK)What happened to the promised "excess computing power"? It was taken down by just one OpenClaw, with Token consumption skyrocketing exponentially. This is no tech winter; this is clearly the "Spring Festival travel rush" of computing infrastructure!

Looking at it this way, thinking from another angle actually feels more reassuring. The more cloud vendors limit purchases and raise prices, the more it shows that AI infrastructure stocks haven't peaked yet. Stop staring at those intangible large models; look at those selling the shovels behind them. For example, that company making AI servers and liquid cooling, its orders are estimated to be backlogged until next year; and that certain tech company making PCB boards, it's the leader in AI computing boards, with its performance already doubling in growth; everyone says computing power is a "money-guzzling beast," since this beast has such a big appetite, why not just buy the stocks of the "feed factory" and wait to count the money.

US President Donald Trump: I am pleased to report that the United States and Iran have had very good and productive conversations over the past two days, discussing the complete and total resolution of our hostile relationship in the Middle East 🤣

$Rocket Lab(RKLB.US)

The highly anticipated earnings report is finally out. I'll just highlight some key points.

1. Full-year revenue hit a new high, up 38% year-over-year, reaching $601.8 million.

2. EPS slightly beat expectations, at -$0.09 (expected -$0.1).

3. Backlog surged 73% year-over-year. This is very important as it indicates a certain level of certainty for its future.

4. Full-year GAAP gross margin was 34.4%, compared to 26.6% in FY 2024. Peter Beck attributed this to "continued execution," primarily due to increased launch frequency of the Electron rocket, improvements in average selling price (ASP), and dilution of overall operating costs.

5. Neutron is delayed to Q4 2026, previously H1 2026. Honestly, this is a bit beyond my expectations. If it can indeed test launch and succeed in Q4, it would undoubtedly be a huge positive, proving that RKLB remains the most competitive commercial space stock besides SpaceX, with no other alternative.

Furthermore, the guidance for the next quarter is average, with the explanation that R&D investment to advance Neutron will continue to increase.

Therefore, the market may react negatively to the Neutron delay. However, considering the revenue beat and impressive financial metrics, the downside is limited. Moreover, all indicators are improving. As long as the broader market doesn't have issues and liquidity gradually recovers, the stock price performance this quarter probably won't be bad.

⬆️ Personal thoughts, not investment advice.

When 94-year-old Buffett closed his notebook and slowly stood up, the entire room fell silent for a moment. Then, thunderous applause erupted, washing over the venue like a tidal wave, lasting for over a minute. This was the most special moment in his 60 years at the helm of Berkshire. The 'Oracle of Omaha' announced his retirement by the end of this year, with his longtime associate Greg Abel, who had followed him for over two decades, named as successor. Surprisingly, the legendary investor didn't discuss stocks or wealth creation in his final remarks. Instead, facing the camera like a grandfatherly neighbor, he shared five simple life lessons. His first piece of advice, delivered with steady eye contact: 'Choose the right life partner...'