$JBL

How his view evolved

Every substantive take he's posted on $JBL, newest first — each labelled with the stance he expressed at the time.

1. Jun 9, 2026Bullish

   @TalentActivity I do really like $GFS, $JBL, and others tied with $SIVE. They’re all just kinda large by now, and less chance to triple. If I were running a hedge fund I’d pick up Jabil, it I’m personally maximizing returns + don’t like options on higher IV equities.

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2. Jun 9, 2026Bullishconviction 3/4

   Just a random thought: $JBL seems highkey compelling long idea at $38B. Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet. Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough https://t.co/Jp87VqVxme

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3. Jun 5, 2026Bullish

   @DanyloAkymenko $AAOI is my current favorite US long. I personally cost average recently whenever it dips to $150, or even $170. $JBL should preform really well once they’re 1.6T LRO goes mass production with $SIVE h1 2027 imo. Also talked about $RDDT today. $MRVL if you think it hits $1T

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