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← @aleabitoreddit

$AAOI

BULLISH2026-07-02
Price around the call
↑ 2026-07-02
By horizonMaturing · ~4 trading days to go
1d
✗ -6.8%
5d
✗ -9.0%
21d
…
Original post
Serenity · 2026-07-02

Always a fun time seeing semi markets crash from Bloomberg report framing once again… UBS analyst on $META report: “this is not new news”. Regardless: $AEHR down -18.3% $AAOI down -17.13% $SIVEF down -15.4% $SNDK down -14.8% $TER down -13.8% $GLW down -11.4% $MRVL down -11.2% $LITE down -10.2% $NBIS down -7.8% Getting PTSD from Bloombert’s previous misleading report on AMD/Nvidia global export controls earlier this year that crashed semi stocks. FYI: Meta doesn’t randomly buy $48B+ worth of neocoud contracts if they overbuilt capacity and can cut capex… Markets are stupid sometimes.

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