**["Photon Stock God": Considering Bottom-Fishing Memory Stocks]** BlockBeats News, August 9, newly prominent U.S. stock analyst KawzInvests (@KawzInvests) posted that, "A few months ago, I sold all my memory stocks and went all-in on CPO concept stocks. It seems like this weekend everyone started turning bearish on memory. Two weeks ago, optics experienced the same situation, with the timeline panicking over imagined capital expenditure cuts. Nothing makes me want to buy something more than when everyone unanimously believes it's over." KawzInvests has 100,000 followers on the X platform, and their posts often focus on high-volatility areas such as AI infrastructure, optical communications, and small-cap growth stocks. They derive insights from supply chain positioning, order clues, partnerships, management changes, potential mergers and acquisitions, and valuation re-rating opportunities. Their breakout moment came late last year when they were bullish on AAOI, which was trading at just $30 at the time. The stock later surged above $220. [Original Link]