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Jonah Lupton, investor and market commentator at Social Media / FinTwit, is meeting with AAOI management in New York City and has invited questions from his audience.
Lupton disclosed that AAOI is a top 10 holding at FirstWaveFund and reiterated his bullish stance on both the company and its stock. He also emphasized his continued preference for AI-related stocks.
Lupton has recently discussed data licensing rumors surrounding RDDT, suggesting the platform could weigh a $1 billion exclusive deal according to previous reports. He has also identified CRDO, ALAB, and RDDT as stock picks and described MRVL as a strong contender with a $260 billion market cap in recent commentary. These positions align with his stated focus on the technology and AI sector.