| Date | Tweet |
|---|
| 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… → · 991 likes · 513,896 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… → · 2042 likes · 666,769 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-23 | @B_Funk_ Win Semi hands volume ramp for companies like $SIVE.
Win is massive and is the foundry for SpaceX supply chains and $AVGO. → · 108 likes · 11,147 views |
| 2026-04-23 | All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRVL ->
1. $AMZN (purchase agreement/warrants with photonic fabric from celestial)
2. $MSFT (maia)
3. $GOOGL (recent dev… → · 2152 likes · 465,760 views |
| 2026-04-20 | @JerryOBrie16396 Win Semi handles volume ramp for $SIVE.
And Win is a massive established foundry for $AVGO and SpaceX supply chains already. So that scaling is de-risked. → · 84 likes · 8,423 views |
| 2026-03-26 | So if you care about the second optical transicever bottleneck outside of EML/CW Lasers:
- $SANM (US)
- $TTMI (US)
- WUS Printed Circuit (TPE: 2316)
- Unimicron (TPE: 3037)
- Zhen Ding Tech (TPE: 4958)
- Gold Circuit Electronics (TPE: 2368)
Were winners for the optical transceiver PCB bottleneck.… → · 282 likes · 88,535 views |
| 2026-03-26 | $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock went up 70% to a $21B+ MC.
Retail flows do not send NASDAQ stocks up $10B+.
Information discovery and synthesis does. E… → · 467 likes · 67,576 views |
| 2026-03-25 | Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
-> CW Lasers: $SIVE | $MTSI
-> EML Lasers: $COHR | $LITE
-> or their foundries in $TSEM/Win Semi
Maybe it's time to wak… → · 729 likes · 279,979 views |
| 2026-01-24 | I've been looking into $SHMD awhile back since one of their customers was reportedly $AVGO. But still can't wrap my head around taking a long position yet.
I put $COPX up there as Copper.
$UAMY is an amazing long for antimony one of the only US players. $245m sole source contract is huge too for … → · 22 likes · 8,458 views |
| 2025-12-26 | Warning: The entire AI industry will likely be bottlenecked by two companies:
1. $AXTI ($700M)
2. $SMTOY ($31.7B)
Which both control 60–70%+ of the world's InP substrates.
Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers.
$AVGO, $… → · 4032 likes · 6,552,541 views |
| 2025-12-22 | $LITE is in the goldilocks moment where every single GOOGL TPU + hyperscaler ASIC + NVDA blackwell depends on it.
Right now they're supply constrained from demand (similar to Micron).
From what I understand, photonics right now is a duopoly ( $COHR and Lite).
However, for OCS, which is what Goo… → · 20 likes · 4,955 views |
| 2025-12-22 | The $LITE thesis: The hidden monopoly in the AI.
Lumentum is up 316% YTD, but might be 1000%+ by 2027.
Micron ($300B) or TSM ($1.5T) sit in the center of every TPU/GPU deployed.
But same with $LITE, but it's a $26B MC.
In Every, Single, TPU from Google, $LITE makes unbelievable amounts of pr… → · 571 likes · 780,036 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift for AI stocks:
1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ )
With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 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 | So my takeaway from $AVGO earnings is that it's mainly misunderstood backlog numbers.
Overall thesis on AI trade from $NVDA GPU ecosystem and Mag7 ASIC ecosystem is in-tact but the market is treating it like a bubble popping + terrible miss.
We're just going from AI is the next big thing -> Ai is… → · 6 likes · 1,155 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 |
| 2025-12-12 | @DigestingX I'm researching $AVGO earnings right now and ASIC demand spillover to photonics like $LITE!
I wanted to add to my $LITE position since that was my lowest right now, so might be a buying opportunity as you mentioned. → · 6 likes · 1,116 views |
| 2025-12-05 | @MMerrino569447 100% $NBIS is probably the highest upside portfolio lol.
That being said it's nice to have some steadier compounders like $AVGO or $TSM to track the broader sector growth so you don't get too scared on the volatility (30-40% drops and increases) like of recent. → · 10 likes · 1,207 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 | 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 |
| 2025-10-23 | Since someone pinged me, I disagree on your fundamental assumption that you're basing TAM off of, but valid points.
AI compute growth is actually a structural market that's growing exponentially right now fro new frontier model LLM usage, and will continue to grow from applied AI applications (rob… → · 28 likes · 3,578 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 |
| 2025-09-26 | @soulbiri1 Not sure, just holding it for a month to see if it pulls an $AVGO post earnings.
History doesn't repeat itself but it rhymes! → · 1 likes · 328 views |
| 2025-09-26 | @__visionxry__ Reminds me of $AVGO earnings, spikes, dips for like a month, then face ripping rally.
Probably more influenced by options rather than fundamentals at this point.
If we go at face value of OpenAI deals, $ORCL is a great buy → · 2 likes · 659 views |