10 Asymmetric Names One Tier Down: November Refresh
🚨10 ASYMMETRIC NAMES ONE TIER DOWN 👇 November refresh
Prices down. Contracts up. That gap is the trade.
💡 OPTICAL, where AI’s next bottleneck lives:
$AAOI -70% off its high. Revenue +86% Q/Q.
$COHR -52%. Revenue +34% Q/Q, EPS +244%. 15x forward.
$CRDO -51%. Revenue +115% Q/Q.
$MRVL -40%. Revenue +37% Q/Q, EPS +49%.
⛏️ THE LANDLORDS:
$IREN -69%. $9.7B Microsoft + $3.4B NVIDIA contracts.
$WULF -61%. A 20-year, $19B Anthropic lease.
$CIFR -76%. Added $5.2B at Barber Lake in September.
💾 MEMORY:
$MU -30%. Revenue +379% Q/Q. 4.2x forward.
$SNDK -51%. Revenue +378% Q/Q. 4.0x forward.
🟠 $ASST -35%. 29,462 → ~45k BTC in three weeks. The fastest-growing bitcoin treasury company.
As racks scale, the interconnect takes a bigger share of system cost than the chips. Lasers, modules and fabric decide who keeps up.
Price is what you pay. The backlog is what you get. The market has it BACKWARDS. 😎
Not FA. DYOR.
Originally posted on X by Rosanna Prestia, MBA (@RosannaInvests): https://x.com/RosannaInvests/status/2118113563168641465
