Gaetano(@Gaetano2026):$MXL now at ~$5.8b ... I'd imagine that in a different tape this would have approached new highs. But what I imagine doesn't matter. Price does! I understand the bear case with DSPs but that's so far away. They're going to print a lot of money for years. Still no position, it's taking all my willpower to not catch the knife 🤣 200EMA sitting right at top of the last earnings gap. 200D sitting at the bottom of that gap NFA

Gaetano

@Gaetano2026

Photonics/Physical AI Company Coverage On Substack

Joined February 2025

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Gaetano@Gaetano2026

2026.07.28 06:08

$MXL now at ~$5.8b ... I'd imagine that in a different tape this would have approached new highs. But what I imagine doesn't matter. Price does! I understand the bear case with DSPs but that's so far away. They're going to print a lot of money for years. Still no position, it's taking all my willpower to not catch the knife 🤣 200EMA sitting right at top of the last earnings gap. 200D sitting at the bottom of that gap NFA