Jun. 11 at 8:02 PM
Many talking
$AAOI lately, but I see better bets:
1.
$OPTX – optics/photonics components, AI & LEO satellite enabler. Founder-led, recurring/high-quality revenue, AI ramps, tight float. Target
$22 LTF breakout.
2.
$ASYS – semiconductor equipment & advanced packaging. Breaking a 30-year S/R zone, AI revenue ~30–40% TPS. Upper 60s potential.
3.
$SHMD – advanced packaging/substrate equipment. Testing prior ATH as support, finished A-B-C wave, heading into explosive Wave 3. AI revenue driving most incremental growth.
All three check key boxes: Enabler, Leadership, Revenue Quality, Growth, Moat, Asymmetry, Conviction Gap. Charts bullish, fundamentals strong.
IMO, better long-term bets than
$AAOI.
Thoughts?