| Date | Tweet |
|---|
| 2026-09-28T22:22:49 | Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking...
"How is Serenity"?
I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break.
I remember saying physical AI + world models would major shift way … → · 1632 likes · 394,943 views |
| 2026-09-01T08:30:14 | Just some TLDR news I found interesting:
1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise.
Google/Nvidia are goats with investments you look at $SPCX to Anthropic.
2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives e… → · 808 likes · 309,997 views |
| 2026-08-31T06:13:52 | @jukan05 Yep, reasonable point on the duration. I just found $AAPL AI windfall to be pretty amusing. https://t.co/ki0Wp3X6YD → · 68 likes · 19,309 views |
| 2026-08-31T06:08:32 | $AAPL is now an important AI company apparently?
-> "OpenAI Hoarding Tens Of Thousands Of Apple Mac mini and Mac Studio" for reinforcement learning
-> Anthropic is renting Apple Mac mini units from $AMZN to complete similar AI tasks
I've never seen a company win so hard by doing nothing.
But w… → · 513 likes · 201,520 views |
| 2026-08-30T09:04:08 | Just my final recap on thoughts + fundamentals of $SIVE from ER:
Pluggables (1.6T Ramp) for 2027:
- $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027
-> -> Likely multiple hyperscaler customers
- 3 pluggable makers (evaluation)
- 3 pluggable makers (supply assessment)
Reference Design for… → · 1019 likes · 312,857 views |
| 2026-08-15T02:46:31 | US Government urges $AAPL not to buy Chinese memory chips.
$MU, $SKHY, and Samsung are happy to hear this...
Hilariously enough, CXMT/YMTC is price hiking too, so it's not exactly "cheap Chinese memory that floods the market".
Apple once upon a time actually had extreme supplier leverage before… → · 2186 likes · 439,195 views |
| 2026-07-29 | True, right now markets just want FCF + large warchests or dividends/buybacks I guess, like $AAPL.
I'd agree with Zuckerberg that although it compresses near term FCF, they'll be rewarded over time with long term growth.
As a shareholder, probably better to prioritize long term growth over a low-… → · 103 likes · 20,278 views |
| 2026-07-15T16:02:14+00:00 | @SVTrivo No leaks yet on what companies $AAPL is buying.
Regardless, my guess is that they're trying to become more self-reliant after what happened with $GOOGL + $META and OpenAI.
Which would signal AI capex hikes, which markets definitely aren't expecting from someone like Apple. → · 83 likes · 24,014 views |
| 2026-07-15T15:57:55+00:00 | @shopaholicdivas Maybe something like Sambanova or other inference companies is my guess.
$AAPL is sitting on an absolute warchest right now. → · 63 likes · 16,987 views |
| 2026-07-15T15:53:21 | $AAPL looks to acquire AI chip companies for running AI (Source: The Information)
Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend.
But what if Apple joined the others after M&A?
A possible scenario is that they revise capex largely upward for their own AI buildout.
Since th… → · 1029 likes · 373,665 views |
| 2026-07-13T00:45:13 | Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are pr… → · 2031 likes · 676,996 views |
| 2026-07-11T10:45:46 | Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL.
By building their own ecosystem instead of being sucked into another.
It's been awhile since $GOOGL, Apple, Microsoft, and others had some genuine disruptors. → · 1746 likes · 520,325 views |
| 2026-07-08 | For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dramatic moat with their 1.6T LRO and are getting qualified done over next 1-4 months (2 months ago). So should be August 2026 to March 202… → · 275 likes · 56,989 views |
| 2026-07-07T08:54:13 | Be Samsung at $1.24T:
> market: we don’t think you can keep hiking memory prices
> proceeds to hikes dram by 20%
> releases earnings
> most profitable company in the world beating $NVDA and $AAPL
> operating profits growing 1803% Y/Y
market: sells off Samsung -7% → · 3578 likes · 591,392 views |
| 2026-06-23 | @TradingTh3Trend This is likely just a PR to support $SIVE + $AAPL relationships to combat false short seller claims the relationship was terminated.
They've likely been working with Apple for quite some time, not really entering the market. → · 163 likes · 27,192 views |
| 2026-06-18T15:06:08 | Trump announced Intel + Apple partnership, sending $INTC up 8% today.
Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump.
TBH, the President should lead Intel's marketing team at this point.
Feel's like he's hard carrying the stock. https://t.co/eCSS46U6eb → · 1288 likes · 374,350 views |
| 2026-06-15 | $SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement.
Haven’t seen anything credible to disprove that.
There’s some people without technical depth conflating TASC sensors with future Apple Watches using lasers, and don’t… → · 211 likes · 45,298 views |
| 2026-05-24 | When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others.
Then you have $SIVE -> $AEVA -> Boston Dyn… → · 201 likes · 23,320 views |
| 2026-05-23 | I said this before but I have high conviction in $SIVE.
I'm confident their UC Berkeley + $LITE executive team knows what IP to acquire. Since they've worked with Ayar and others from the start.
Also helps that 22% of their company are PHDs so entire team is cracked.
CHIPS ACT, all these likel… → · 215 likes · 17,723 views |
| 2026-05-19 | This is just confirmation on timelines:
H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340).
This next part is $SIVE likely project with $AAPL:
"After this, Apple's next health monitoring capabilities are expected to focus on non… → · 935 likes · 153,742 views |
| 2026-05-19 | Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to meet US institutions through:
> MSCI inflow in 2 weeks.
> NASDAQ Listing.
> US CHIPS Act backstop.
alongside core rev… → · 1140 likes · 335,947 views |
| 2026-04-25 | I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash.
I was long $HOOD in the 10's because of their massive consumer base and TAM expansion into other segments.
I'm long $SIVE because their lasers look designed into $AAPL, $MR… → · 217 likes · 26,167 views |
| 2026-04-24 | @fredrikmob49943 Hi Swedish local. If it's not $AAPL:
Please name me another US Fortune 100 company (not Samsung by elimination) shipping 50M+ units yearly...
That fits $SIVE R&D laser specs + applications then? → · 86 likes · 12,804 views |
| 2026-04-24 | @sharion73 @veggiepoultry @StormDirac $AAPL won't confirm BOM and upstream vendors in their supply chain. But almost 100% sure, maybe 99%.
Maybe you can name another consumer hardware company shipping 50M+ units yearly that fits their R&D laser specs + applications? → · 59 likes · 6,316 views |
| 2026-04-24 | @veggiepoultry @StormDirac Rockley went down, which is likely the reason why $SIVE became the $AAPL supplier. → · 49 likes · 5,159 views |
| 2026-04-24 | @Embezzl3r Yeah makes sense about seeing their reactions to $AAPL as their hinted hyperscaler customer for volume ramp. → · 35 likes · 4,259 views |
| 2026-04-24 | @StormDirac Yeah, normally if a company in the US has $AAPL as a likely hyperscaler customer... Everyone would be cheering.
Yet most of the comments in a certain place were negative. Amusing indeed. → · 93 likes · 7,854 views |
| 2026-04-24 | I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD CPO
-> $JBL 1.6T LRO
-> $NVDA
-> $AMZN, $META, $GOOGL, $MSFT
-> Tencent, Baidu, Alibaba for ELS.
Then they go crying e… → · 1158 likes · 296,894 views |
| 2026-04-24 | @Matrix_B0SS $AAPL high certainty uses them too for next-gen apple watches, so that's 7/7. → · 152 likes · 15,004 views |
| 2026-04-23 | @centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time. → · 139 likes · 14,578 views |
| 2026-04-23 | @Photonix1337 That’s underselling TAM expansion with Samsung, Huawei, Google, and others all copying $AAPL.
Alongside the same technology for other product lines Apple offers. → · 54 likes · 7,111 views |
| 2026-04-23 | I had September 2027 or H1 2028 as my estimates. Graph provided by $SIVE might hint at earlier ramp than expected.
I personally wouldn’t go long on a company if I had to wait 5 years for R&D.
But I went long to get the upside from all development for the past 5 years with Ayar, $AAPL, and other fo… → · 84 likes · 10,688 views |
| 2026-04-23 | The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence).
Launch date around late H2 2027 from estimates and the graph provided.
Imagine Apple mass producing consumer hardware with 50M+/units a year…
Off a $850m MC laser supplier lol. … → · 1253 likes · 608,367 views |
| 2026-04-23 | @ashmyro I'm already aware $SIVE is the next likely $AAPL supplier, which is huge.
I've been focusing on their DFB lasers going to AI datacenters the most personally, since that's their core revenue drivers in the future. → · 167 likes · 34,520 views |
| 2026-02-24 | I like to tell all the people who draw charts that stocks are more about fundamentals and catalysts.
I'm still buying into SK Hynix for example even after the 300% 1Y rise at $500B because their operating income (~$156B) is projected to surpass $AAPL ($3.8T) next year.
Obviously hyperscaler rev… → · 62 likes · 7,644 views |
| 2026-02-24 | @arstr9876 Yeah it’s forward p/e is like 4 at a $500b mc. sk hynix is projected to do $160B operating income next year, which is more than $AAPL ($3.8T company) → · 33 likes · 3,648 views |
| 2026-02-23 | @AntoineLavenant It’s the South Korea index not some random meme stock.
SK Hynix was a $400B company last week and projected to make more than $AAPL next year. So I think there’s some ways to go.
More important to look at fundamentals over the chart → · 20 likes · 3,240 views |
| 2026-02-22 | Not really, Gemini is just very confidently wrong. I tried asking it similar questions just now and they were super off.
Basically reason it's a straight line up is because analyst projections (which LLMs haven't trained on), projects that Sk Hynix makes more net income than $AAPL next year.
SK… → · 38 likes · 4,456 views |
| 2026-02-21 | The Telegraph put out a new piece today about Raspberry Pi ( $RPI )
While I appreciate being called an "AI Nerd"...
I don't understand why they all in common try and frame Raspberry Pi as a "Meme stock?"
The whole thesis was around TAM expansion from OpenClaw variants as the hardware of choice. … → · 247 likes · 117,977 views |
| 2026-02-19 | The Financial Times piece on $RPI seems disingenuous.
Especially the framing of "Raspberry Pi" as a Meme stock.
1. There's been 0 mentions about shorts
2. It's completely unrelated to $GME's short squeeze + hold "meme-stock" narratives.
This is informed flow from material revenue changes.
E… → · 144 likes · 82,409 views |