bauerhockeydog @souchy18
Joined March 2013-
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I'm waiting for the next BD before increasing my photonics exposure. The entire supply chain is on discount right now: $AAOI down ~63% (optical) $AXTI down ~71% (substrates) $AEHR down ~46% (test side, not pure play) Highlighted the previous buy signals on $AAOI using Startup.io indicators. Solid ~560% run before the sell signal came in. All solid companies, but dragged down with everything else. I definitely don't want to miss the next rally. As usual, I'll post when I start a position.
1 year ago, SNDK was under $30, its up 5200% at $1560. SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips. Right now, there's 7 companies under $30 exactly like SNDK: 1. $POET — $11.19 🎯 PT: $80 Optical interconnects that replace copper inside AI data centers. Customers: Lite-On, $SMTC, NTT now targeting Marvell's ecosystem Catalyst: Malaysia plant ramping 30,000+ Infinity optical engines in 2026 2. $NOK — $12.82 🎯 PT: $15 5G + optical networking backbone for every hyperscaler buildout. Customers: Amazon, Google, Microsoft €1B in orders from them in Q1 alone Catalyst: Raised optical network growth outlook to 18–20% on exploding AI demand 3. $EOSE — $8.70 🎯 PT: $30 American-made zinc batteries powering the grid AI data centers drain. Customers: Utilities, IPPs, CAISO & ERCOT grid operators Catalyst: $303.5M DOE loan finalized — funds 8 GWh annual production by 2027 4. $DGXX — $6.45 🎯 PT: $30 Building GPU data centers to rent compute directly to AI companies. Customers: Cerebras Systems (AI chip maker) Catalyst: $1.1B, 10-year colocation deal signed $2.5B potential with expansion 5. $LWLG — $16.41 PT: $120 Electro-optic polymers that make AI fiber speeds physically possible. Customers: Tower Semiconductor, GlobalFoundries, 4 Fortune 500 companies in Stage 3 Catalyst: PDK 1.1 ready for high-volume foundry transfer tape-outs begin H2 2026 6. FLNC — $24.50 🎯 PT: $28 Battery storage that keeps AI data centers powered without grid failure. Customers: Two major hyperscalers (MSAs just signed), utilities globally Catalyst: Record $5.6B backlog + first hyperscaler order converting Q3 2026 7. $PLAB — $49.50 🎯 PT: $55 Photomasks for every advanced AI chip no mask, no chip, period. Customers: $TSM, $INTC, Samsung, UMC the entire chip foundry food chain Catalyst: Record high-end IC revenue driven by AI chip packaging and advanced logic nodes Remember, these have 1000%–2000% potential like $SNDK. My favorite is POET, but I like PLAB too since it makes photomasks which is needed in every chip on earth. ♻️ RESHARE this post and share 1 comment, and I'll DM you my BUY ZONES for each of these.
SPY is under 200SMA at $660. So now we have 4 key levels of support on DAILY chart (bookmark to review later) 1. $652-key level of support held the whole market up but this broke on Friday with volume. Its going to act as heavy resistance now. 2. $643-support level before the massive rally towards $697 so its going to be tested and consolidate it here. 3. $634-If the war last between 1-3 months we are going to see this area which from the chart held multiple times and confirmed buyers. 30% chance we'd get here in April. 4. $620-SPY I'd argue this would be SPY maximum bottom as it would also be 10% correction area from $697. SPY can easily hit 20% drawdown from $697 if this war last longer than 3 months. ♻️this post and make 1 comment if you'd like to see our levels for TSLA AMZN AAPL META MSFT NVDA GOOG! These are ON SALE.
9x FOMC has happen during a major war. US and IRAN spiked oil so JPOW is now panicking: These 5 topics will be his FOCUS: 1️⃣ Iran conflict → oil spike → PCE could hit 3.5% by summer. Rate hike talk is back (25% probability priced) 2️⃣ Labor marketing revisions: He knows economy is cooling off and structurally changing 3️⃣ Dissents likely Miran & Waller want cuts. Fed is actually divided 4️⃣ Kevin Warsh nomination heads to Senate new Fed era incoming so Q&A will be focused on this 5️⃣ Cuts pushed to Sept at earliest. "Higher for longer" is back on the table which is not good for SPY I've updated my SPY levels for this event. Reply to this post and ♻️REPOST it and I'll DM you my levels for this week too:
16 stocks I'm adding in March/April 2026 (bottom will be in as soon as WAR ends). All of them are ON SALE: NVDA $212 → $180 (-15%) Buy: $155–165 Prior breakout and big demand zone. TSLA $499 → $391 (-22%) Buy: $340–$350 Major institutional demand zone. AMZN $259 → $208 (-20%) Buy: $195–200 Previous consolidation base. META $789 → $614 (-22%) Buy: $530–550 Long-term trendline support. GOOG $334 → $301 (-10%) Buy: $280–290 Multi-month support + 200DMA. AAPL $289 → $250 (-13%) Buy: $225–235 Strong institutional accumulation area. LLY $1112 → $985 (-11%) Buy: $940–950 Healthcare trend support. ASTS $130 → $86 (-34%) Buy: $70–80 Last accumulation zone pre-rally. IONQ $85 → $33 (-61%) Buy: $25–30 Early cycle support. SOFI $32 → $18 (-45%) Buy: $15–17 Strong psychological demand. AMD $267 → $193 (-28%) Buy: $170–180 Semiconductor cycle support. INTC $62 → $46 (-26%) Buy: $35–38 Long-term value floor. NKE $179 → $54 (-70%) Buy: $50–55 Major historical support. PLTR $207 → $151 (-27%) Buy: $120–130 Prior breakout base. AVGO $415 → $322 (-22%) Buy: $320–340 Previous consolidation range. CRWD $558 → $442 (-21%) Buy: $350–360 Cybersecurity sector support. ♻️REPOST and share 1 comment if you're interested in knowing which ones I'll add this week!
SPY call options up 500%-1000% once we hit $700+ I'll DM you 3 more plays right now (if you missed our SPY swing) 1. Comment "bullish" 2. LIKE and REPOST this! 3. DO NOT SELL early x.com/SuperLuckeee/s…
SPY calls for Dec 19 $680 stop $7 for a swing.
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✍️✅Välkommen till Sportklubben, Carter Souch! — Carter är en forward som både kan sätta upp sina medspelare och själv avsluta. Kraftfull skridskoåkare vilket gör honom till ett hot i omställningarna. Utan puck spelar han uppoffrande och med stort hjärta, säger sportchefen.
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