Business tip from my A/C man

And Post Mortem on @bubbleboi

I get my knowledge from a lot of places, but some of the best are listening to businessmen talk and joke

Today, I asked my A/C man how business is

“It’s getting hot here.”

That’s a double entendre on summer, and with the upcoming heat, more demand for the a/c and maintenance.

From that one joke, I understood the basics of his business.

That’s very good intel.

What happens if the intel from two witty people is at odds?

Photonics and Semiconductors, and I’ve been lucky to find two people to put things

in enough “lite” so I can have confidence in my positions, but what if they are on two sides of the same stock?

Phabian's Substack

vs. this wild account on X @bubbleboi

Let’s look at AAOI, which is up, I think, 400% on the year.

The stock went down after earnings and

bubble boi@bubbleboi

Everyone’s asking me how did I know AAOI was going to miss badly? Well the answer is … I didn’t. I just asked Claude Opus 4.6 to give me the answer. It told me that AAOI was exaggerating customer relationships, engaging in channel stuffing, and selling equity every time they

8:35 PM · May 7, 2026 · 39.9K Views

---

42 Replies · 5 Reposts · 392 Likes

So who is @bubbleboi?

And here is his philosophy

But my go-to Photonics guys wrote:

He is an OG tech guy and shares pictures with guys from Sun Microsystems (heard of them?) and shares at no cost ideas that moon like cryptocurrencies in the hottest sectors of the market

And of course, if you subscribe, you get to learn and dig deeper into these companies and models

To be frank, you need to focus when reading it.

I felt I was waiting again for my cracked iPad to be prepared, and entertaining myself by understanding the layers and complexities of the touchpad part of the iPad

What engineers can do is unreal.

But like a good poem or Rembrandt, time is required for you to truly appreciate

So what do you do?

Buy? Sell? Dabble?

Well, first, understand both players' logic. I learned a new hack with AI on pre-earnings releases (which you should have a look at)

Second, realize that short selling is tougher than optimism in the hot sector.

Also, @bubbleboi is anonymous and wildly bullish on Intel and Sandisk, so he could be shitposting as well.

And lastly both contributors make NO GUARANTEES and it’s up to you to do what makes sense to you

Regardless, like in politics, there are two sides, but as a businessman and entrepreneur, you can’t take sides except on the one that leads to sustainable profits.

Learn from everyone

but get in a business that is hot.

For me the only thing that would crash everything is the computer crashing all the time when you want an immediate response.

When I went to get the price quote f AAOI the monitor froze

At a certain point no one will use computers if all the cookies and cache just prevent you from enjoying and consuming

Every time I use my iPhone, the app freezes after a new update.

That’s not cool, and I don’t see it getting better.

AI and faster communication will be with us, but the faster the setup, the more annoying any hindrance to connecting with the web will be.

It’s like breathing air in a restroom vs. a hot summer day.

Make it a pleasant Friday evening.

Eric