Caesar Capital increased its position in Applied Optoelectronics $AAOI today at $63.37 per share 🏛️ New average cost basis: $101.23 (down from $106.53) https://t.co/v6fM0OIDmB

🔥 $AAOI JUST LOCKED A $194.4M InP SUBSTRATE DEAL FOR 2027 ALONE Chinese supplier Yunnan Xinyao (Yunnan Germanium) signed a 5 year supply agreement: → 180,000 wafers/year 2027-2031 → $194.4 million firm for 2027 This is the critical material for the lasers inside 800G & 1.6T AI optics. While the industry fights for InP capacity, $AAOI just secured massive multi year volume. Supply chain derisked -> scale confirmed -> AI optics ramp fully fueled. Extremely bullish $AAOI

$RKLB: Rocket Lab’s 99th Electron launch successfully completed 🚀 100% mission success ✅ https://t.co/WyCJX7Mjjl

Caesar Capital increased its position in AST SpaceMobile $ASTS today at $36.20 per share 🏛️ New average cost basis: $60.55 (down from $62.36) https://t.co/qjwZwqVwRE

$MRVL just announced a massive $115B all stock deal to acquire $LITE Terms: • 4.5 $MRVL shares for every $LITE share • $1,132 per LITE share • 23.9% premium Ownership post deal: Marvell shareholders -> 67% Lumentum shareholders -> 33% Key highlights: • Combined TAM expands to $550B • >$1B annual run rate synergies • Accretive to non-GAAP EPS in year 1 • Full stack AI connectivity (chips + lasers + optics) Matt Murphy stays CEO. Close expected H1 2028. This is Marvell going all-in on the optical shift for AI data centers.

$MRVL agrees to acquire $LITE at a $115 billion valuation or $1132 per share https://t.co/Zoqnog53MN

$TEM just dropped another record quarter 🔥 Q3 revenue: $411.5M (+23% YoY) Oncology volume growth accelerated to +32% MRD tests: ~12,000 (+300%) Data & Apps revenue: +33% Adjusted EBITDA: $25.6M (vs $1.5M last year) Raised full-year guidance to $1.60–1.605B Cash + securities: $854M Big wins: • Multi-year deal with Merck + Moderna on neoantigen therapy • BMS data licensing → total 2026 data bookings now >$550M • Personalis acquisition cleared regulatory review CEO Eric Lefkofsky: “These results reinforce the durability of our model.” The AI precision medicine flywheel is spinning faster. $TEM up 4% in pre market trading

Next week’s earnings 🔥 Stocks I’m watching: Monday: $TEM $CIFR $TSEM $PLTR $AEHR $FN $O Tuesday: $AMD $NVTS $ALAB $OUST Wednesday: $GFS $CRCL $APP $COHR Thursday: $U $CORZ $LITE $AAOI $NET $IREN Friday: $WULF What stocks are you watching? 👀 https://t.co/LvBX71EU41

Safe to say we can now rename Uptober to Rektober

This guy bought $GOOGL before earnings and now he can’t even afford a haircut 😭