Joe(@joedab12):$GOOG capex for full year reiterated. $MSFT likely does the same even though both q3 #s were soft. Prob just waiting for Rubin and turning down more blackwell shipments in q3. $MRVL buying $LITE rumor-wow. Been nibbling LITE below 900. If MRVL really pays up over 100b for LITE, $AAOI CAN go to 200 within a quarter or two IMO. Shows just how valuable having laser capacity is. $CBRS hit piece-gift if msft capex reitertated(likely)-VICR would've fell hard if this hit piece was real-it held up like the champ it is. Own both, but more VICR, way more VICR, like 30x more. Fun day.

2026.10.28 22:10

$GOOG capex for full year reiterated. $MSFT likely does the same even though both q3 #s# were soft. Prob just waiting for Rubin and turning down more blackwell shipments in q3. $MRVL buying $LITE rumor-wow. Been nibbling LITE below 900. If MRVL really pays up over 100b for LITE, $AAOI CAN go to 200 within a quarter or two IMO. Shows just how valuable having laser capacity is. $CBRS hit piece-gift if msft capex reitertated(likely)-VICR would've fell hard if this hit piece was real-it held up like the champ it is. Own both, but more VICR, way more VICR, like 30x more. Fun day.