PI 哈罗德 一千万不够

Can drawings from the desktop version be synced to the mobile version?

$Applied Optoelectronics(AAOI.US) has been open for 2 hours

1️⃣ When it rebounded to 104, no one came to sell, but there was already trading volume, indicating that buying interest was already exhausted during the rebound, and the volume was from those who entered at the open thinking they were bottom-fishing.

2️⃣ Looking at the chip distribution, the average price is above 103, consistent with the conclusion of no buying interest, and there's a heavy load of trapped positions above ☝️.

Price tends to move in the direction of least resistance,

The price center is going to shift downwards first 🤔 easier than shifting upwards.

$Applied Optoelectronics(AAOI.US) indeed issued additional shares to expand production.

The total offering price has been increased to a maximum of $500 million. The previously issued $250 million has already been used up. (This increase was made through an amendment).

Currently at 106, market cap over $7 billion.

75 million shares outstanding. The additional share issuance price is calculated at the market, likely around 100-120.

It's not too bad, dilution is about 6%.

The funds raised from the issuance will be used for new factories in the US and Taiwan (1.6T large order).

$Applied Optoelectronics(AAOI.US)

$Applied Optoelectronics(AAOI.US) Won't this overdraw purchasing power?

The RSI's three lines have crossed above 70.

$IREN(IREN.US) contacted NBIS and the production capacity (electricity) of about 2GW has been fully booked.

It is even more certain that what the AI battle lacks is not algorithms and graphics cards, but who can power the graphics cards faster.

$USA Rare Earth(USAR.US)@Longbridge Has the news about this stock been cut off? There's news coming out in the UK but it's not being updated here?

$USA Rare Earth(USAR.US) seems to have bottomed out

$Nebius(NBIS.US) issued an additional 25 million shares, accounting for 12% of the outstanding shares, 120x0.88🟰105.6

Short-term unknown 🤷 can only wait for Q4 results

$IREN(IREN.US) According to my calculations, IREN's current ARR is undervalued compared to its market cap.

Analysis to be summarized later

$IREN(IREN.US)Although the company announced early on that it had 23,000 GPUs to start the transformation, its stock price has been priced as a mining company tied to BTC for some time, so the stock price and the price of the cryptocurrency have been moving closer together.

But after some news was pre-rumored, it increasingly diverged from BTC's trend, meaning the market has officially recognized the company's transformation strategy, and the valuation logic has begun to shift.

$EOS Energy Enterprises(EOSE.US) average cost is 8, and the trend is unclear.

Performance needs to be realized, although the contract pipeline is expected to reach 19.8 billion, it's just an intention without any binding force.

The U.S. power grid transformation is imminent, and supporting energy storage is about to scale up.

Should we wait for the performance? 🤔

$Palantir Tech(PLTR.US) has broken out

breakout even

$US Antimony(UAMY.US)

US Antimony $US Antimony(UAMY.US) announced that it has submitted a confidential, non-binding proposal to acquire 100% of the shares of Larvotto Resources Limited through an Australian scheme of arrangement.

The offer is structured as a share exchange transaction, with Larvotto shareholders receiving a total of 6 UAMY shares for every 100 Larvotto shares, representing a significant premium to Larvotto's recent market performance.

The bid aims to consolidate the company's critical minerals and antimony production capabilities.

The transaction is subject to the execution of definitive agreements and all necessary approvals.

Rating agencies adjusted the target price to $20.

$Energy Fuels(UUUU.US)

Although the trade war has caused disturbances, the magnitude of the pullback is still good, it really dropped to 19.

But looking back, the trends of many stocks are surprisingly not disrupted.

$IREN(IREN.US)

$EOS Energy Enterprises(EOSE.US)

Continue to patiently wait for the disturbance of the black swan event to pass

Tech earnings reports are coming at the end of the month

$EOS Energy Enterprises(EOSE.US) has been severely overbought and was recently marked as a top 10 shortable stock on seeking alpha.

A healthy pullback is the prelude to a good rally.