To The Moon

$Applied Optoelectronics(AAOI)$ 🍰 This Week's Full Course: AAOI From last week's opening report to this week's daily coverage, here's how the SPR cycle for AAOI actually played out — and what it means going forward. All reports are published at pretiming.report. Add up every session in this cycle and AAOI's week looks almost quiet: a close of $100.20, down just 2.21%. Look inside that number, though, and the cycle held one of the widest single-week ranges this position has produced — a 15.76% rally, a 10.60% one-day selloff, and a Risk Level reading that quietly improved to its mildest tier of the entire Sell and Observe position even as the Bullish zone transition odds collapsed back to zero. This is the story of how those two threads — improving

Terry Smith's Early Investments Fundsmith's change in strategy Terry Smith is the Founder and Chief Investment Officer of the UK-based fund $Fundsmith Equity ETF(ETFT)$ . Earlier this month, a letter published by Terry caused a subsequent flurry of commentary concerning a deviation in his investment style. Terry is a quality-focused investor. His strategy is to run a concentrated and low-turnover portfolio of quality companies trading at a reasonable valuation. In his most recent letter, he announced that he's going to make a slight tweak to this approach: We will take more account of momentum — both fundamental and share price — in our investment decisions. In particular, we will be much less willing to deploy the time-honoured technique of buyin

MON 7/27 — 5 AI infrastructure earnings plays, all after the close Every one of these sold off hard into Friday's close: 1. $Amkor Technology(AMKR)$ ~$65 | expected move ±15% Advanced packaging bottleneck. Their capacity gates how many accelerators actually ship. 2. $APPLIED DIGITAL CORP(APLD)$ $27.19 | expected move ±13% Neocloud financing test. Lease signings and delivery timelines prove the buildout is real. 3. $Celestica(CLS)$ $305.28 | expected move ~±11% Purest hyperscaler capex read. Their guide leaks what Big Tech actually ordered. 4. $Rambus(RMBS)$ $96.01 | expected move ±13% Memory interface chips signal the DDR

Everyone is watching $Micron Technology(MU)$ after earnings. But there's another company quietly benefiting from the AI memory boom. $Rambus(RMBS)$ . Rambus doesn't manufacture DRAM chips. Instead, it licenses critical memory technologies to leading DRAM makers—including Micron—and supplies memory interface chips used in DDR5 modules. As AI servers drive demand for higher-bandwidth memory, Rambus sits in a unique position, collecting royalties while expanding its product business. $RMBS Q2 FY2026 Earnings Highlights Strong Beat Across the Board Revenue: $207.4M vs. $198.0M expected (+20% YoY) Adjusted EPS: $0.77 vs. $0.72 expected (+24% YoY) Product Revenue: $99.2M (+22% YoY, +13% QoQ) Q3 Guidance Revenue:

$Hyatt(H)$ $Hyatt Hotels (H) +1.91% Rebound Signals Momentum Shift, Risk Converges in $183-$194 Range Latest Close Data: Closed at $187.13 (+1.91%). The stock bounced from session lows, closing near the day's high of $190.07. It remains -9.5% below its 52-week high of $206.86, showing a recovery attempt from recent weakness. Core Market Drivers: Sentiment lifted after HSBC upgraded H to Buy with a $212 target, citing valuation appeal. Meanwhile, Morgan Stanley raised its target to $218, reinforcing institutional confidence in the hotel sector’s resilience despite macro uncertainties. Technical Analysis: Price rebounded as RSI(6) recovered to 44.65 from oversold 27.80, signaling fading bearish momentum. Volume Ratio at 1.05 shows stable participation.

$Walt Disney(DIS)$ $DIS Reclaims $94.85 +2.18%: Streaming Giant Rebounds from Support, Eyes $103 Resistance 🚀 Latest Close Data: Closed at $94.85 (+2.18%), bouncing from the critical $93.00 low. Still 22.5% below the 52-week high of $122.45, but establishing a base just above the 52-week low of $92.19. Core Market Drivers: The stock gained momentum on reports of a new supply partnership with Kraft Heinz, boosting park sentiment. This positive news offsets recent regulatory headwinds regarding FCC TV license concerns and cost-cutting measures like ESPN layoffs. The broader media sector showed strength, with Netflix and Spotify also advancing. Technical Analysis: Volume surged to 12.15M shares, signaling strong buying interest. MACD shows a bullish c