U.S.-Iran Ceasefire Sparks an AI Bull Market! A Breakdown of the Eight Core Targets and the “Get on the Train” Logic

A U.S.-Iran agreement has been reached—AI-driven U.S. stocks are broadly up, and tonight is likely to see the return of a bull market. Here’s a full analysis of 8 core targets. After reading, you’ll know where to aim your bullets.

MU (Micron): Just secured NVIDIA’s HBM4 certification—most benefiting the storage leader. The spike and pullback is a shakeout; the real trend is still coming.

LITE (Lumentum): Last quarter’s revenue surged 90%, included in the Nasdaq 100. A dark horse in optical communications, with funds aggressively snatching shares.

AAOI (Applied Optoelectronics): The favorite of the new-stock “guru” Serenity, who called it 123 times. The target price has already been raised to $220—pullbacks are the opportunity.

NOK (Nokia): JPMorgan Chase has raised its target price significantly. The AI + cloud business has been severely undervalued. “WeChat-like” phones have sold out, driven by dual engines.

GLW (Corning): Amazon, NVIDIA, and Meta are all eager to put money in—fiber optic capacity is locked in, with strong certainty around earnings growth.

SNDK (SanDisk): Up more than 734% since the beginning of the year. The storage shortage will last at least another 2–3 years—this supercycle is far from over.

STX (Seagate): Institutions keep adding positions. The highest target price is $1,150. AI demand is penetrating mechanical hard drives, prompting a re-rating of value.

SPCX (SpaceX): Earth’s strongest IPO—building energy through consolidation. Starlink is already profitable. The Musk narrative plus AI story—breaking through $170, targeting $200+.

Brother Mi’s Advice: Storage and optical communications are entering a supply-demand imbalance at a historic level—at least a two-year major cycle.

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