$SpaceX(SPCX)$ When people talk about valuations, I don't think they really grasp how populations and economies grow, even at a basic level. I remember when a $100B market cap was considered ridiculous. It's like the market gets dumber and smarter each year, and the two extremes keep drifting further apart.
$Applied Optoelectronics(AAOI)$ Applied Optoelectronics is providing its QuantumLink remote management software to Spectrum, to serve as the control system for all connected 1.8GHz amplifiers across Spectrum's network. AOI's expanding relationship with Spectrum reflects the growing convergence of hardware and software in modern broadband networks. Building on its established role supporting Spectrum's network evolution with connected 1.8GHz amplifiers, the addition of QuantumLink software extends the collaboration into centralized network intelligence and operational control. The deployment of QuantumLink Central is expected to enhance Spectrum's machine learning and automation capabilities, driving higher network performance and resiliency.
$ServiceNow(NOW)$ Okay, this definitely caught my attention. ServiceNow repurchased more stock in Q1 alone than it did during the entire year of 2025. Just in Q1: $2B spent on buybacks $4.8B still left authorized That's not typical "maintenance" buyback activity. That's management stepping in aggressively. And honestly, companies usually don't throw around billions like this unless they genuinely believe the stock is undervalued. What makes it interesting to me: Enterprise AI demand still looks strong Workflow automation adoption keeps growing Big enterprise customers are still spending Meanwhile the stock's been volatile and sentiment feels mixed. But while everyone debates macro headlines... the company itself is quietly buying massive amoun