May. 26 at 3:56 PM
SPACEX will go down in history as the biggest IPO ever.
Those who listen will be positioned in the next decade of space expansion:
Space Chips + Optics
•
$LITE - optical networking
•
$COHR - lasers + photonics
•
$AAOI - optical transceivers
•
$QRVO - RF chips
Rockets are just vehicles—Space Chips & Optics are the high-margin asymmetric home runs! In severe deep-space radiation, sovereign network dominance belongs to laser links and radiation-hardened hardware landlords.
Institutional buying this May is pure insanity. RF chip leader
$QRVO just went vertical, blasting past
$106 to hit fresh 52-week highs on massive volume. With laser optics giant
$COHR and optical transceiver champion
$AAOI coming off historic all-time highs alongside network titan
$LITE, this tech stack corners pricing power.
Which semiconductor beast holds your highest short-squeeze conviction for this interstellar breakout leg? Are you riding the massive right-side volume on
$QRVO or chasing the historic momentum on
$AAOI?
