Applied Optoelectronics Is One Of My AI Favorites This Quarter
MMN Recommend
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Monday, 8/17/2026
🏦 Wall Street made the GPU an asset class
Plus: Frontier AI for $6. The incumbent charges $50.
Trump just bet $3 billion on mining and said America will be the minerals superpower of the world.
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Monday, 8/10/2026
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Big Money Trades!
From May - July, multiple trades sent to our premium members blew past our price targets: DELL 169%*, ARM 168%*, ICHR 94%, UCTT 87%, IONQ 58%, OUST 53%, SEPN 37%, AMKR 37%, NOK 33, PANW 30, VSAT 27%, RIOT 20%, TS 13%. Don’t waste thousands of dollars and years of trial and error trying to figure it out; we’ve already done that for you. If you’re not a premium member, what are you waiting for?…
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Monday, 7/27/2026
🔓 Chinese models just took 61% of the AI token market
Plus: One million NYC apartments just got a rent freeze
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Monday, 7/20/2026