Here's my watchlist for the ne

AdamDavis

06-11 03:19

Here's my watchlist for the next meaningful pullback:

$Credo Technology Group Holding Ltd(CRDO)$

$Applied Optoelectronics(AAOI)$

$Alphabet(GOOG)$

$Micron Technology(MU)$

$Nokia Oyj(NOK)$

The framework balances high-gamma beta plays with names that have more secular, institutional moats.

The hierarchy is functional: CRDO and AAOI serve as high-velocity proxies for 800G optical infrastructure. AAOI's recent June updates highlight mid-year capacity expansions, heading toward a $1.1B annualized revenue runway. Meanwhile, GOOG and MU act as structural anchors, capitalizing on full-stack LLM ecosystems and non-negotiable HBM memory demand. Even legacy 5G/6G networking giant NOK could offer deep value on a macro flush.

As the broader market looks for its next local floor, I'm weighing whether to focus more on the explosive capacity scaling potential of AAOI or the relative safety of GOOG.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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