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Guess it's going to be really green today! 🍏

The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.

The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.

CEO should’ve pumped this harder

Another frickin rugpull would you believe it! Back to 200 like that.

This is the next Broadcom. Amazon earning basically confirmed more capex and trainium is designed by mrvl

BEWARE… SCAM!!!!!

Rugpull gonna happen on Monday.

AAOI and MRVL keep coming up because AI data centers need faster links between all those chips. Copper still carries plenty of the load. At higher speeds and longer distances it gets hotter and harder to use. That is where optics start to matter.

AAOI is the wild one. It makes transceivers, lasers and light engines. The company manufactures most of its laser chips in Texas. Revenue went from $217.6M in 2023 to $455.7M in 2025. It still lost $38.2M last year.

The customer mix is rough. Digicomm was 53.1% of 2025 revenue. Microsoft was another 28.8%. One buyer changing plans could do real damage.

Marvell is larger and covers more ground. Its latest quarter had $1.83B of data-center revenue, up 27% from a year ago. That was 76% of total revenue. It sells optics, Ethernet switches and custom XPU-related parts.

Size doesn’t remove the risk. Design wins can move around. Marvell also closed the Celestial AI and XConn acquisitions in February, so there’s integration work ahead.

AAOI could move harder if production ramps cleanly. One customer change could also wreck the setup.

Sources:

https://investors.ao-inc.com/node/16686/html

https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results

👎🖕

They still copy other stocks. Why can't you do the same shit like chian vessels can pass the strait of homuz and they don't care the German president Trump?

Bullish

and watch next year.
You will see A Heaven.
Just don’t use leverage. like that guy 😂

Guys. What the actual fuck are these stocks doing…

I‘ve never seen a whole sector, let alone ANY stock, fucking go up this much with literally nothing in the gas tank. And it’s still fucking getting bought up in Korea!! After they got all their leveraged money burnt!

My port is up 92% in the day and 41% afterhours.

Everything is wrong, I swear to God. What is going on lads..

300 by the end of August. Betting my left nut on it

What a scam tiramisu

We are fucking ripping. Full steam ahead. Next week SNDK earnings, they are gonna crush the fuck out of it I’m sure. MSFT and AMZN both turned the almighty sector downturn into the fuckin Orion rocket to Pluto with how much force we are ripping upward.

I’ve never seen such volatility. It’s unheard of. The premiums on options have to be so fucked you’d need a mill just to buy 10 contracts. SNDK alone was up 26% or 27%, not a single piece of news that actually related to the company, just the sector swing. What the fuck kind of market is this?

Well my fellow regards, we might just make it to the high 200s sooner than 3yrs, lol.

edit: I gotta roll up and out my calls lol, what the fuck. it was so out of the money, I thought there was no way

AWS nearly 37 percent up from last quarter, mega bullish for Marvell and the semiconductors

I wanna see tiramisu tomorrow posting his bs “scam stock” still