| Date | Tweet |
|---|
| 2026-09-30T04:21:25 | Bro, $AMZN semi ETF portfolio is probably going to end up more compelling than what $NVDA owns...
Today Amazon signed a $49.8M private placement into PCB maker Gold Circuit Electronics (2368). So now Amazon has ownership/warrants in:
- $AAOI
- Alchip
- $MRVL (Celestial)
- $ALAB
- $CRDO
- $JBL
… → · 1546 likes · 350,015 views |
| 2026-09-08T13:49:10 | $AMZN signs a new deal with $QCOM, giving Amazon the right to buy a ~$4B stake of Qualcomm through warrants.
At this rate.. Amazon will be more of a semi ETF than $NVDA?
Given their existing equity/warrants with AlChip, $MRVL, $ALAB, $AAOI, and others.
This of course is linked with up to $60B in … → · 805 likes · 207,734 views |
| 2026-07-21T09:14:20 | It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23).
From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500.
If they confirm CPO route, would positive thematically since it's not just $NV… → · 989 likes · 560,369 views |
| 2026-06-30T01:10:57 | I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier this year.
1. Threats of safety, which I don't enjoy.
- Random new accounts sending personal threats
- Mysterious for… → · 3563 likes · 543,475 views |
| 2026-06-23T02:27:55 | Best time to long CXL for memory pooling was 4 months ago.
$ALAB up 276% from $117 -> $440
$MRVL up 291% from $79 -> $309 https://t.co/7XmXHyXgb1 → · 1037 likes · 579,399 views |
| 2026-06-12T04:26:43+00:00 | Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $TSM!
This was back when I had close to no followers!
I got some nuances slightly off before more https://t.co… → · 1458 likes · 622,296 views |
| 2026-06-12T02:39:57+00:00 | Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100!
Fun to see both Astera, Rocketlab and Weebius grow up from being small companies…
Into the largest ones on Nasdaq https://t.co/ntqBmkri6T → · 2253 likes · 514,055 views |
| 2025-12-21 | For me personally: A stock is "high conviction" when they are fundamentally de-risked and are going from that point to scale.
For example, $NBIS post-MSFT deal. I like $AAOI much better than $POET in the photonics space personally. But neither of them are "de-risked yet".
So Poet as you mentione… → · 13 likes · 6,443 views |
| 2025-12-21 | Thanks for the $LITE shoutout. I didn't realize how instrumental it was to $NVDA blackwell, $GOOGL TPUs, and $AMZN Trainium chips.
Insane how it's part the core of single GPU/TPU/ASIC from every hyperscaler (hence why it's high-conviction)
As for $CRDO, similar ground to $ALAB regarding hig… → · 7 likes · 3,758 views |
| 2025-12-20 | So I’d say $RKLB is definitely the most overvalued right now.
$LITE is edging toward the overbought territory but it definitely warrants a re-rating given how critical it is in TPUv7, Trainium, and Blackwell chips.
$NBIS and $CRCL are most undervalued out of the bunch, then goes $ALAB. → · 21 likes · 5,358 views |
| 2025-12-15 | Agreed and I've seen it time and time again.
$AMD in 2016 when people thought it could take on Intel, then capitulation at $5.
$PLTR in 2023 when people believed in the AI thesis, then capitulation in the $10's after short seller activity.
$RKLB this yeare when people thought it could become t… → · 48 likes · 6,945 views |
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-12-11 | I've looked into $POET but didn't like it as much compared to $AAOI given AAOI already has direct hyperscaler customers with $MSFT and $AMZN.
$POET had Celestial that got acquired $MRVL, where Celestial used poet’s interposer to connect tpus/trainium, and Marvell sells that to hyperscalers.
B… → · 10 likes · 2,568 views |
| 2025-12-11 | I entered $ALAB, $NBIS, $TSM, and $LITE because of Mag7 funneling revenue numbers into them.
Lite uniquely because of its role in GOOGL TPU v7, AMZN Trainium v3/4, and NVDA Blackwell.
But there's a new one I found out about.
A small cap <$3B player that fits the thesis:
Name - $AAOI
A small cap… → · 298 likes · 709,626 views |
| 2025-12-09 | @IncrediBadly $ALAB is an amazing buy. Higher margins than $NVDA and growing triple digits Y/Y.
It's already down from it's $250 high, great recovery buy. Around here probably wouldn't do options but shares can't hurt for waiting. → · 4 likes · 2,140 views |
| 2025-12-05 | As of current prices, December 5th:
The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this:
· 25% $NBIS
· 15% $TSM
· 12.5% $LITE
· 10% $ALAB
· 10% $SMCI
· 10% $AMKR
· 5% Samsung Electronics
· 5% SK Hynix
· 5% $CRDO
· 5% $CLS
· 5% $COHR
· 5% $NVDA Calls
· 2.5% $AVGO Calls
· 2.5% $… → · 272 likes · 63,839 views |
| 2025-11-25 | The main fear I have in the "AI Bubble" is OpenAI and their $1T capex promises. That is a clear bubble (and private valuations of LLMs). Most other things, no.
Any company directly reliant to them $ORCL, $CRWV might be in trouble given how AI models leapfrogged GPT. So the simple thing to do is st… → · 8 likes · 1,007 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish.
Capex is ramping up. Exponentially.
And flowing directly down to:
Neoclouds: $CIFR, $NBIS, $WULF, $IREN,
Connectivity: $ALAB, $CRDO, $CLS.
Energy: $VST, $FLNC, $TE, $EOSe
Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM
Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| 2025-11-23 | @itsdsha Let's just say it hasn't been a fun month for my high conviction port of $ALAB, $HOOD, $IBIT, $META, $NBIS, $RKLB, and $TSM for sure.
Should be fine in a month come Dec rate cut. Most short term margin/option traders got liquidated, and events like these lead to higher highs https://t.co/… → · 10 likes · 1,626 views |
| 2025-11-18 | Thanks for following me on $RDDT! Very humbled by my regarded roots behind the Wendys dumpsters.
Lot of the sells like $CRCL, $BMNR, $RGTI finally played out. Tons of buys like $NBIS, $SNAP, $META, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM right now from the market drop.
I need… → · 16 likes · 1,726 views |
| 2025-11-18 | @hereforgoodish2 There's too many good buys right now. Can't go wrong with $META, $NBIS, $SNAP, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM.
I'm sure there's more I missed out but the selloff was broad so it's a good chance to buy into stocks with growing fundamentals. → · 8 likes · 1,067 views |
| 2025-11-18 | Markets are seeing a drop in most growth stocks right now.
In the past 5 days:
· Cloudflare [ $NET ]: $192.99 (-15.23%)
· Rocketlab [ $RKLB ]: $42.50 (-19.35%)
· Iren [ $IREN ]: $46.6 (-28.74%)
· Hims [ $HIMS ]: $35.15 (-15.61%)
have lost their recent gains. Why?
Right now, we're seeing mechani… → · 159 likes · 323,830 views |
| 2025-10-17 | We are 12 days away from a rate cut (94.1% odds). MMs enjoy times like these to cleanse the option chain.
In terms of levels I’m personally looking out for larger sized leveraged trades:
$NBIS - $105-$110
$TSM - $170-$175
$BTC - ~<$100K
$RKlB - $35-$40
$ALAB - $100-$120
_
Special shoutout to Ama… → · 246 likes · 121,617 views |
| 2025-10-15 | @DanielTan64198 Another company competing vs $ALAB (think it’s oversold bc they already have big competitors like $AVGO but big tech uses them anyway), $CRDO just sold off with Astera.
Also soybeans, both great adds → · 1 likes · 1,551 views |