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Abig

03/31/24 10:19 AM

#185602 RE: Lewrock #185601

Yes of course a 20% correction would be the opposite end of the supply demand but I think we are entering into a scenario where the supply is tightening. Small cap stocks are coming back into favor. The DC's are entering into a massive upgrade period due to AI , Lightwave just proved they have the fastest modulator for this round of upgrades and the next as well (perhaps) the competition does not compare according to the spider chart and the modulators are ready (or just about ready) for mass production. With this information investors are adding (I am sure I am not the only one) which is further decreasing the supply.
IMHO
Bullish
Bullish