Kawzlnvsets 🦑_Day signal @ShaDisz
Research-focused. Photonics. AI. Defense. Tech. Space. astralquest.tv New Jersey Joined July 2011-
Tweets8K
-
Followers135
-
Following1K
-
Likes619
INSANE $AAOI is up 17.7% Same stock people were dumping three weeks ago over ATM dilution and insider sells. Here is what they got wrong. The fear was understandable. AAOI has burned people before. One customer drove most of their revenue in 2017 and when that relationship softened, the stock collapsed. They promised 400G traction in 2022 and were still in early 800G sampling a year later. The share count has ballooned over time. So when management raised $250M through an ATM and then set up another one, and insiders started selling, people assumed the worst. But the capital raise was not a warning sign. It was construction funding. AOI broke ground on a 210,000 square foot manufacturing facility in Sugar Land, Texas this February. That plant is expected to be operational by summer. They are not raising money to stay alive. They are raising money to build capacity fast enough to keep up with what customers are actually asking for. Since then the orders have come in back to back. March 9th, a major hyperscaler placed a $200 million order for 1.6T transceivers. Deliveries start in early Q3. Today, that same customer placed a $53 million 800G order specifically for GPU cluster buildout. Two orders from one customer in under three weeks. The firmware issue that was blocking the 800G ramp is resolved. Management confirmed it publicly. Capacity targets were revised upward at OFC from 500K to 650K units per month by year end. Full year revenue guidance of over $1 billion stands. They exit 2026 expecting three separate hyperscalers each above 10 percent of total revenue. The customer concentration problem that destroyed them in 2017 is being structurally fixed in real time. This is one of my largest positions. The orders exist. The facility is being built. The customer pipeline is expanding. The 2027 margin targets assume gross margins reaching 35 to 40 percent as the product mix shifts toward higher speed transceivers. The risk is execution. It always is with AAOI. A qualification delay or a customer pause can move this stock violently in either direction. But if they deliver, this is nowhere near fairly valued. That gap is why I have not sold a single share. Wrote a full breakdown on Substack. Link in bio and will drop it in the comments. $AAOI $LITE $COHR $SNDK $MU
@KawzInvests Next Trading Target 👇 Next Week's Plan
@saniyafatma1278 Congratulations queen
@OfficialJoel4_ Light Bright Nora 🌄🌟 My Days Are Long Live Nowadays 👋🏿👋🏿🌻 WBV AllisSelf
If you can find 1 difference in this photo you are a genius....? 95% will fail...!!
The Architecture of Digital Gnosis: Building the Adept Lexicon adeptlexicon.com/BlogPostDetail…
36
LEVEL- VERY HARD. Nobody is yet to find the number 👀 What number do you see? RT 🔄 Correct answer wins $700 Ends 48 hrs
Our inspirational talks fuel young peoples' ambitions, helping them to confidently climb onto the career ladder! A huge thank you to all of our speakers who shared their career insights and experiences online and in-person this week. Paul Carolan, Laurence Hurst, John Egan, Matthew White, Heather Walker, Tejinder Virdee, Heather Walker, Colin Fleming, CeCe Sammy-Lightfoot, Jonathan Valabhji, Alice Bunn, Joanna Santinon, Martin Donnelly, Manda Levin, Racheal Adeosun, Simon Collins, Dave Martin, Lynne Berry. #ThankYou #InspiringTheFuture #FuturesForAll
@tariqnasheed The first Army Corps of Engineers in America.
@tariqnasheed They say we only on the internet.. lol people magazine yesterday..
President Trump makes it CLEAR he understands Black Americans do NOT prefer the term "African American". 🔥
@tariqnasheed amirarahimart.com FBA Press 1 Too ...
Connect the dots ...
Shout out to ABC News for doing a segment highlighting Foundational Black American contributions to history for Black History Month #FBA #BlackHistoryMonth
History loading… ⏳ Watch the world go for 🥇🥈🥉 from February 6 - February 22 on @NBCOlympics. yt.be/ytvolympics #WinterOlympics
🚨Don’t forget to report your wages! If you receive Social Security Administration disability benefits (SSDI/SSI) and are working, it’s important to report your wages each month to avoid an overpayment. Here are a few ways to report your wages. youtube.com/watch?v=MHcP5f…
Bulmaro @Bulmaro8167
1 Followers 32 Following
Eric @Erijiang
4 Followers 28 Following
Q @yzzzzzzytxk
1 Followers 47 Following
Enheng @Enhengs2mj
1 Followers 19 Following
AnnNelly @4nYByk9mjjm61
89 Followers 7K Following
Neauty @NeautyvxR
147 Followers 5K Following
Egg__plant @Eggplant1355342
16 Followers 1K Following
Joseph Farrell @josephefarrell
5K Followers 5K Following CPO @BiTEinteractive, indoor skydiver & Hollywood Bowler w/ Loki my American Eskimo puppy
Fuze The MC @fuzethemc
279K Followers 261K Following
Sciencebeta @sciencebeta
116K Followers 96K Following Psychology, Neuroscience, Cognition, and Learning
@AdultJusticeCAP @AdultJusticeCAP
12K Followers 13K Following 2026 USA Launch 25 Sites - Local, Front-End, Public Domain, Volunteer-Driven "Community Acceptance Program". For/By Adults 18+ w/People Centered Justice Design.
UniteBlue @UniteBlue
79K Followers 64K Following Uniting progressive activists & organizations with Democratic politics.
Ahmed Rahim @theskriptcom
13 Followers 13 Following Full Stack Software Engineer based in New Jersey. Available for freelance and contract work.
Equilibrium @EquilibriumNJ
283 Followers 872 Following Montclair's top Pilates Studio offers more than just world-class Pilates. Come in for Gyrotonic workouts, customized physical therapy and nutritional counseling
Eric Lewis @SubEWL
832K Followers 858K Following It's not about the followers, it's about following. Sub, as in submarine. EWL, as in my initials. INTP Keirsey school. Share birthday with FLWright.
Greenly @GreenlyDelivery
840 Followers 856 Following Premium online medical marijuana collective in Los Angeles.
EvolutionSocialMedia @EvolutionSM
509 Followers 1K Following #SocialMedia #Consulting for Small Business | Social Network Planning, Development, and Monitoring | Specializing in #CrossFit - #Fitness - Healthy Living
Dakota Muhammad @BryantDkbry
132 Followers 259 Following Student of the Hon. Elijah Muhammad under the guidance of the Hon.Min. Louis Farrakhan
Captain of the NYK Ba... @JoeTWil2
292 Followers 614 Following Screaming carpe diem until I’m a dead poet. I am an avid TV show binger.
Geraldine Moore- Nei @ladyglmn49
33 Followers 798 Following Living my life to the fullest as He sees fit in His time and plan
Leah @Know_Natural
649 Followers 2K Following
HIP 2 KNOW @Hip2Know
327 Followers 598 Following Raising awareness of STI rates in youth and promoting the personal and community benefits of getting tested. @cpp1787 @MutterMuseum
Vibration Upgrade @VibeUpgrade
745 Followers 2K Following New Age Wellness, Woo Woo Stuff, & Ascension Coaching with Jason and Erin
Auto Find @AutoAutos
235 Followers 394 Following Looking around the Net for great deals on Automobiles. Will Follow back
Keith Bishop @GainGoodHealth
187 Followers 1K Following
Joyce Muhammad @JoyceMuhammad9
124 Followers 218 Following
HumanityHealingNet @HealingNet
3K Followers 4K Following An awesome community of spiritually center Individuals that gathered to shift this world together
geraldine moore @ladyglmn48
26 Followers 564 Following
Brigitte Sky @BrigitteSky
2K Followers 2K Following I'm an up and coming American pop singer, songwriter and musician. I invite you to come along on my journey! http://t.co/LLalh9wdMJ
Janice OCG @JaniceOCG
1K Followers 1K Following OUR COMMON GROUND Alternative Media; forward reaching; no nonsense race woman. @janiceocg everywhere I went
Pearl @realsexytalk
418 Followers 1K Following We teach women how to squirt / female ejaculate. We also talk about Orgasmic Meditation (OM), relationships, and enhancing your sex life.
Josephine Bila @JosephineBila
997 Followers 575 Following Commenting about the state of the world, science, & health. Tweets are my own & don't represent my employer.
GlobalCoherence @GlobalCoherence
19K Followers 15K Following A science based co-creative project uniting people in heart-focused care to shift global consciousness.
Taalib HOTEP @Ghetophilospher
19K Followers 9K Following I'M A HIPHOP GRIOT!.N, IM HERE2PROMOTE PEACE&HARMONY THROUGH THE POWER OF WORD&MUSIC WITH THE PURITY OF TRUTH,.ANCIENT HIPHOP CULTURE!,BIRMINGHAM U.K.,PARIS,
Djehuty Ma'at-Ra @DjehutySpeaks
50K Followers 11K Following Djehuty Maatra is a herbalist, natural health guru, spiritual guru, metaphysician, jurisperitus, writer, lecturer, and documentary filmmaker out of Watts, CA.
Food Science & Tech @foodscitech
56K Followers 3K Following Food Science and Technology news, facts and education. Updates by @foodscitechCM food and bev scientist/adult educator based in Oz. Both global and local focus
ItsTimeforProsperity @Time4Prosperity
2K Followers 2K Following Learning how to live a prosperous life through the teachings of Mother Nature.
Moving Past Divorce @MovePastDivorce
11K Followers 7K Following Terry Gaspard, Therapist and author of "Let's Talk About Money: Low-Conflict Conversations For Couples." Order here: https://t.co/aUmxI6U0Ev
☮️ David Swanson ... @davidcnswanson
13K Followers 7K Following David Swanson is an author, activist, journalist, and radio host. He is executive director of @WorldBeyondWar and campaign coordinator of @Roots_Action
Patrice Smith @SmithpatSmith
982 Followers 1K Following For every minute you remain angry, you give up sixty seconds of peace of mind.— Ralph Waldo Emerson
Scene Health @SceneHealth
1K Followers 2K Following Scene Health (formerly @emochaHealth) is solving the decades-old problem of medication nonadherence by leveraging the power of people, science, and technology.
Djehuty Ma'at-Ra @DjehutySpeaks
50K Followers 11K Following Djehuty Maatra is a herbalist, natural health guru, spiritual guru, metaphysician, jurisperitus, writer, lecturer, and documentary filmmaker out of Watts, CA.
BAT Community @BAT_Community
32K Followers 529 Following Official BAT Community X. Official BAT announcements: @AttentionToken Discord: https://t.co/sAv7mS29LX Telegram: https://t.co/zt7r73zf0s
Fuze The MC @fuzethemc
279K Followers 261K Following
Dane Calloway @DaneCalloway_
22K Followers 162 Following Author, Historian, Ethnographic Researcher, Content Producer & Founder of #ImJustHereToMakeYouThink | Proud AniYunwiya | Principal Chief in Truth #Niiji
David Shuster @DavidShuster
114K Followers 20K Following Dave/David/Shu. Husband, dad, journalist, YouTuber, U of Mich alum. https://t.co/oNMLYkpt5o Rebel HQ. Substack: Blue Amp Media. Previously anchored for MSNBC + AJAM.
Cheryl @Cheryl50050317
531 Followers 192 Following A Christian, A Mother, A Grandmother, A Christian Fictional Author, Love To Laugh, Love To Talk, Love To Love
Sciencebeta @sciencebeta
116K Followers 96K Following Psychology, Neuroscience, Cognition, and Learning
HumanityHealingNet @HealingNet
3K Followers 4K Following An awesome community of spiritually center Individuals that gathered to shift this world together
Michelle Salzman @michellesalzman
9K Followers 764 Following #1 in the Florida House. * PERSONAL ACCOUNT * my pronouns are try/me
National Homelessness... @homeless_law
22K Followers 3K Following The National Homelessness Law Center is a team of attorneys and advocates dedicated to solving homelessness through policy advocacy, litigation, and education.
Chrome @googlechrome
6.2M Followers 78 Following The official X account for the Google Chrome browser.
The National Institut... @NIHAging
28K Followers 569 Following Official X account of NIH's National Institute on Aging. Dedicated to improving the health of older adults through research. Privacy: https://t.co/6XA3jNUXwc
Microsoft Learn @MicrosoftLearn
506K Followers 12K Following Empowering everyone to build skills and achieve more through learning. Spark possibility ✨
Microsoft 365 Insider @Msft365Insider
43K Followers 726 Following The official account of the Microsoft 365 Insider Program. Join us and help shape the future of Microsoft 365. Find us on LinkedIn: https://t.co/6ti7pekGuE
Microsoft Edge Dev @MSEdgeDev
89K Followers 178 Following Official news and updates from the Microsoft Edge team on #MicrosoftEdgeforBusiness
Secret Energy @SecretNRG
91 Followers 8 Following
Tara Setmayer 🌻 �... @TaraSetmayer
179K Followers 4K Following Co-Founder + CEO @senecaprojectus Galvanize Women, Save Democracy @Center4Politics Resident Scholar @HarvardIOP Fellow alum, Democracy Defender, Sane former GOP
Plant Based News @PlantBasedNews
155K Followers 0 Following 🌎 All things health, environment & animals
Kevin Bass @kevinnbass
214K Followers 3K Following Interested in tech, AI, public health, healthcare — Kicked out of TTU med for truth-telling — I want Texas Tech to tell the truth about what it did
richroll @richroll
140K Followers 101 Following Ultra endurance athlete, bestselling author of FINDING ULTRA & host of THE RICH ROLL PODCAST. Run far, talk long. One Love https://t.co/T5TqaqT5Gx
Dr Rangan Chatterjee @drchatterjeeuk
69K Followers 691 Following MD | PODCAST ‘Feel Better, Live More' (250 MILLION LISTENS) | AUTHOR of 6 Bestselling Books
Simon Hill MSc, BSc @theproof
36K Followers 1K Following Masters in Nutrition Science & Bachelor of Science (Physio). Author and podcast host. Science over hyperbole. Tweets are educational only, not medical advice.
Mark Hyman, M.D. @drmarkhyman
828K Followers 1K Following 15X NY Times bestseller. Tackling the root causes of chronic illness and our broken food & health system. Co-Founder & CMO @function
Frank Lipman MD @DrFrankLipman
126K Followers 13 Following Leader in Functional Medicine. Founder of Eleven Eleven Wellness Center. NY Times Bestselling Author. Chief Medical Officer/The-Well. Practicing Good Medicine.
David Sinclair @davidasinclair
617K Followers 1K Following Professor researching why we age & how to reverse it. Author & host of Lifespan. Mission: Extend healthy life for all. Views are entirely his own. @joinlifespan
Danielle Belardo, MD @DBelardoMD
76K Followers 3K Following Cardiologist obsessed with prevention & nutrition science
Blue Zones @BlueZones
42K Followers 677 Following Empowering everyone, everywhere to live better, longer.
HealthCare4PPL @HealthCare_4PPL
227 Followers 0 Following
Michael A. Gayed, CFA @leadlagreport
771K Followers 15K Following Portfolio Manager of The Free Markets ETF ( $FMKT ), The ATAC Credit Rotation ETF ( $JOJO ), & The ATAC Rotation Fund ( $ATACX )
Ralph Smart @InfiniteWaters
45K Followers 1 Following 📚 Feel Alive II - Unlock Your Infinite Power By Ralph Smart: https://t.co/tCir2tZWyb | Now Available - Buy Now!
ehime ora @ehimeora
191K Followers 354 Following Author of SPIRITS COME FROM WATER & ANCESTORS SAID. Founder of @ancestorssaid @theiwoki. Researcher. Edo-Urhobo Ifá Priestess. AuDHD. [email protected]
Inner Practitioner @MindTendencies2
385K Followers 20K Following A learner and practitioner. Clarity is my specialty
مريم حسنا @Maryamhasnaa
255K Followers 183 Following Nature Mystic. Sufi Medicine Woman. Etheric Gardener. Earth Stewardess. Sacred Sites Guide. Mt Shasta, CA Sept 30th-Oct 4th
Innerstanding @SevanBomar
802 Followers 0 Following Know thyself. Know the Matrix. https://t.co/LfI0Ox1bm4 Fan account.
DHSS @Delaware_DHSS
13K Followers 250 Following To improve the quality of life for Delaware's citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations.
Made by Google @madebygoogle
1.0M Followers 77 Following Designed for your everyday. The latest on #Pixel10, 10 Pro, 10 Pro Fold & 10a w/ @GeminiApp, #PixelWatch, #PixelBuds, #PixelTablet, @GoogleHome & @googlehealth
Google India @GoogleIndia
1.5M Followers 52 Following Searching for ways to make small businesses 💼 and our coffee ☕ stronger. Building a safer internet for a billion Indians 🌐
Google for Education @GoogleForEdu
755K Followers 786 Following For the art of teaching 🎨 and the science of learning 🧪. Follow #GoogleEdu for the latest in #AI, #Chromebooks, product updates, resources, & more!
Talks at Google @talksatgoogle
281K Followers 852 Following For all things @TalksatGoogle visit https://t.co/atdoOlf7oe.
BrainyQuote @BrainyQuote
615K Followers 84K Following BrainyQuote is the web's largest, most user-friendly quotation site. https://t.co/mkCHWiFWBLYou might like
