| Date | Tweet |
|---|
| 2026-09-24T21:22:21 | Nope for $AKAM. But if you look at what’s needed probably CPUs/Memory #1.
So your $ARM / $INTC / $AMD thematically (AMD probably higher beta to this company in specific). Then your Samsung / $MU / SK Hynix are your obvious memory beneficiaries.
Component procurement is done through $JBL, which pot… → · 66 likes · 23,626 views |
| 2026-09-23T16:12:45 | It’s mainly thesis tracking mode now since I layed out most of my ideas H1 from $INTC, $ARM to $MU. Or $SIVE to $AAOI or $AXTI or $NBIS
Only two recent ones were $ESMT for legacy memory trade and $CCXI for humanoids but aside from that it’s just seeing if they get validated over time
Stuff like la… → · 159 likes · 39,735 views |
| 2026-09-22T04:05:35 | All right $META Muse is cooking.
I can hear all the $AMD, $INTC, and $ARM CPUs vrrrring in the background.
Along with the memory + components (NICs, SSDs, DRAM) needed for all the browsers/VMs
When I ask it to do a bunch of long form tasks…
Intel CEO also said recently that CPU demand is so st… → · 1459 likes · 312,279 views |
| 2026-09-21T16:08:49 | $SIVE and $AAOI, yes for a 2027 timeframe. That's the nuance.
Sivers you're coming on with 100M CW DFB laser capacity + 2 external foundries (maybe 300M in total), and all my supply chains mapping maps to larger hyperscaler suppliers.
AAOI you're coming on with $471m transceiver revenue + 400K E… → · 179 likes · 26,634 views |
| 2026-09-21T15:48:30 | I'm not having a fun day since I got sick today. But the bottlenecks are having a good time:
$AMD +9.13% | $INTC +14.16% | $ARM +14.33%
CPUs go brrr
$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%
Lasers go brrr
$EWY +4.08% | $DRAM +2.83% | $MU +2.23%
Memory go brrr
$NBIS +4.7% | $CRWV +5.0… → · 1700 likes · 541,179 views |
| 2026-09-20T18:16:42 | @Temptemo95 Thanks for following all this time! Entire training arc from $RDDT to 1M followers on X has been quite a rollercoaster.
Guess like I need to start drawing anime and league characters on top of the $INTC or $NBIS charts again. → · 65 likes · 21,947 views |
| 2026-09-17T23:56:29 | TLDRs of things I found interesting this week:
- $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027.
$SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara)
- $GFS + $MRVL sign extended SiGe capacity agree… → · 1430 likes · 378,470 views |
| 2026-09-15T00:41:38 | I've seen comments from Jim Cramer today supporting hedge funds that short Leopold's "nonsense" $SNDK / $DRAM / SK Hynix type calls.
As well Cramer calling $CRWD a "Must Buy".
I'm not sure if Jim Cramer sees a $241B company labelled "Cybersecurity" and thinks of it as safe... while ignoring … → · 1195 likes · 408,780 views |
| 2026-09-08T07:56:28 | So $INTC is raising PC CPU prices by 10% apparently in October per Digitimes, which I think markets might appreciate.
The legacy memory trade also just going brrr from August revenues:
-> ESMT revenue up ~+605% Y/Y, 16.4% M/M
Which is interesting given gross margins also rising tremendously too.
… → · 723 likes · 224,973 views |
| 2026-09-07T04:14:23 | Got curious and decided to track which thesis of mine were still up 100%+ YTD after the recent drawdown:
1. $AXTI - InP substrates
2. $NBIS - Neoclouds
3. $MU - Memory
4. $INTC - Foundry
5. $LITE - Photonics
6. $IQE - Epiwafers
7. $AAOI - Photonics
8. $GDRZF - Venezuela
9. $AEHR - Machines
10. $EW… → · 2203 likes · 456,882 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 |
| 2026-09-01T00:53:02 | @lijiu163076 $NVDA is growing at a capacity constrained 70% next year, which is ridiculously good.
My opinion is that it's hard to go wrong with Nvidia, because it's almost like a semiconductor ETF? They own decent parts of $INTC, $MRVL, $LITE, $COHR, $NBIS, and Mediatek now. → · 105 likes · 22,186 views |
| 2026-08-30T06:24:05 | It’s been a little disappointing to see a pattern with some people I've interacted with on X:
- try to engage with the same audience, then quickly move toward aggressively monetizing it
- get upset when I choose not to participate in or amplify paid groups
- throw out personal or illogical att… → · 2395 likes · 268,731 views |
| 2026-07-30T18:31:07 | Did Citadel really just liquidate Situational Awareness…
Then brought up entire markets the next day?
$NBIS +26.25%
$IREN +25.96%
$SHAZ +22.82%
$SNDK + 23.98%
$BE +23.67%
$SKHY +16.98%
$INTC +12.16%
Amid many others. This has gotta be one of the wildest liquidations I’ve seen. → · 3644 likes · 543,599 views |
| 2026-07-29T17:07:41 | US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT.
This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics.
(For reference, Sivers and Lumentum were the only two public laser suppliers named … → · 1529 likes · 379,280 views |
| 2026-07-29 | @4intheflames I don't own $GFS, but I'm personally it's surprised it's still down on the news US Gov is taking a direct stake in them for advancing CPO.
Surprising to say the least, given everyone remembers $INTC as the latest foundry the US Gov liked. → · 123 likes · 23,225 views |
| 2026-07-26T20:12:11 | Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framew… → · 1290 likes · 506,638 views |
| 2026-07-23T04:49:37 | $INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios du… → · 1198 likes · 419,038 views |
| 2026-07-21T17:41:05 | Wow, a historic single day recovery.
$SIVEF +30.89%
$IQEF +28.6%
$AEHR +26.53%
$CIFR +17.82%
$NBIS +17.3%
$AAOI +15.6%
$LPK +14.48%
$AXTI +14.12%
$MU +12.54%
$SNDK +12.8%
$SOI +11.1%
$TSEM +10.39%
$LITE +9.25%
$INTC +8.22%
$AMD +8.11%
$MRVL +7.27% → · 4556 likes · 722,373 views |
| 2026-07-21T08:13:03 | Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%.
Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+.
Neoclouds from $NBIS to $IREN all up 4%+ premarket.
$INTC to $AMD to $MRVL all up 4%+.
Does the Cramer effect work on the ent… → · 2179 likes · 596,055 views |
| 2026-07-17T03:16:07 | Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY"
They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year.
- H2 2026: "suppliers can fulfill only 75%–80% of DRA… → · 1634 likes · 547,857 views |
| 2026-07-16T15:57:05 | My guess is we’re close to market bottom on semis from $INTC to $LITE.
A good indicator is if everyone on $RDDT blew up their portfolios to $0. https://t.co/X1m9Yv1JuX → · 4071 likes · 934,712 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 |
| 2026-07-11T19:47:54 | Apparently, Korean Beauty was where all the alpha is.
APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC.
Every female I know talks about their "Medicube" stick, then buying products... where you put a whole salmon's family tree on your face for better skin.
T… → · 1955 likes · 584,539 views |
| 2026-07-07T14:03:29 | Just putting it out there:
If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others...
Which are all down -4% to -10%+ today so far.
Probably doesn't have anything to do with individual fundamentals.
Indiscriminate selloffs from things like cascading… → · 5068 likes · 1,236,372 views |
| 2026-07-02T06:38:51 | I feel like Trump is probably going to like this idea:
OpenAI discussed giving the US gov a 5% stake in its company per FT.
If this turns into an $INTC type situation, would be interesting if the US government becomes a soft backstop for their $1T+ in future capex/obligations. https://t.co/KQZUyd9… → · 892 likes · 370,873 views |
| 2026-06-24T13:53:11 | Nancy Pelosi just disclosed:
- $1 million - $5 million of $INTC March 2027 calls
- 200 $UBER March 19, 2027 call option contracts with a $50 strike price
This was done last month May 29th. (her husband is the active trader executing this). Just for the people who like following along Pelosi famil… → · 1801 likes · 559,684 views |
| 2026-06-22T22:38:52 | Wow, $TSEM up 10%+ today.
Good times, should have made this one of my largest positions in hindsight back in March.
Foundries like $GFS and $INTC have been going brrr lately. https://t.co/m5KVJ8vOAS → · 802 likes · 420,695 views |
| 2026-06-20T11:52:49 | I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-19T12:19:38 | I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have p… → · 2374 likes · 853,958 views |
| 2026-06-19 | @LipBuTan1 @seokhee4 @intel $INTC just casually out there assembling the Avengers. → · 333 likes · 44,251 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 |
| 2026-06-17T05:31:46+00:00 | Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia.
They gave $INTC a $36 PT back in Jan and now it’s $118.
Good lesson to ignore institutional reports that get published for retail consumption.
They’re not here to help retail investors. → · 1743 likes · 1,058,772 views |
| 2026-06-17 | @0xara5h I said their $INTC $36 PT report was super troll back in Jan
And Intel went up triple digits after that. https://t.co/DxsN3eppLx → · 82 likes · 17,437 views |
| 2026-05-24 | Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics.
I actually personally liked Aeva for 4D AI first.
Just s… → · 979 likes · 363,149 views |
| 2026-05-23 | I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5… → · 4991 likes · 1,757,190 views |
| 2026-05-22 | @realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029...
Don't need to keep entering new/different US positions, just let the ones you have compound over time. → · 280 likes · 63,849 views |
| 2026-05-22 | People keep asking:
Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci?
And not much with new US ones?
It's partly because the list of US stocks I've liked from $INTC to $NBIS hasn't changed.
You can always just let the ones you like grow. https://t.co/ostZWjOAAm → · 1175 likes · 541,341 views |
| 2026-04-25 | You had the media/banks/analysts going after $RKLB because everyone thought they couldn't compete against SpaceX.
Then you have the media going against $AMD because they couldn't compete against $INTC (and now $NVDA).
They were genuinely the leaders in the space, as seen with Rocketlab success wit… → · 96 likes · 13,257 views |
| 2026-04-25 | @H0M3b $AMD was $3.5 almost a decade ago when I was looking at it but everyone kept telling me they couldn't compete with $INTC.
And that Intel could just beat them anytime.
Kinda feeling the same with $SIVE and $LITE? But we'll see. → · 98 likes · 9,537 views |
| 2026-04-24 | @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer Jabil acquired).
People get upset and start shorting. It's an amusing culture. → · 60 likes · 8,818 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 |
| 2026-04-24 | Everyone’s out there sharing new YTDs after $MRVL, $INTC to $ARM went up…
I think I’ll stop sharing mine just to let others feel better? → · 1080 likes · 295,539 views |
| 2026-04-23 | Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $AAOI transceivers -> Advanced Packaging -> Transformers -> $INTC CPUs… etc
And next would be stuff like $LPK glass sub… → · 2812 likes · 339,954 views |
| 2026-04-23 | Holy **** $INTC.
Semi earnings, Made in America, CPU bottlenecks, and Intel Foundry go brrr. https://t.co/st3D8wfsFi → · 1009 likes · 112,578 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 |
| 2026-04-23 | @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have their own fabs that they bought back recently so it's happy. → · 68 likes · 13,096 views |
| 2026-04-23 | CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since March" with
$INTC and $AMD planning to further price hikes Q3.
"CPU supply is likely to remain tight through 2026 and… → · 1055 likes · 159,454 views |
| 2026-04-22 | @Adnan_M01 I’m a fan of $INTC now and that was the very first company I worked at.
America needs to secure sovereignty over its advanced semiconductor supply chains.
Part of that is subsidizing the capex until profitability. → · 92 likes · 10,949 views |
| 2026-04-21 | People nonstop ask me about $LPKK / $LPK for my opinion
Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when.
Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production).
Then as for market share: "m… → · 723 likes · 692,473 views |
| 2026-03-24 | @AleMissakian Long term bullish on $INTC. You have downside protection from the government, since America needs Intel to succeed.
Great hold if you have the patience, won't be a 100-200% a month type stock for sure.
I've been guilty of swing trading it recently instead of holding. → · 59 likes · 11,969 views |
| 2026-03-24 | $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Custom-built for "agentic AI" workloads with OpenAI and $META as lead customers.
$AMD and $INTC have recently received a… → · 304 likes · 148,809 views |
| 2026-02-21 | Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year
> Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up
> Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-25 | TLDR of my top foreign stocks:
1. Nitto Boseki - T-Glass (Japan)
2. Unimicron - Substrates/Glass Core (Taiwan)
3. Samsung/SK Hynix - HBM (Korea)
4. Kioxia - NAND w/ $SNDK (Japan)
5. Nanya Technologies - Memory (Taiwan)
US supply chains like $INTC (foundry), $MU (memory), or $LPTH (germ… → · 744 likes · 351,357 views |
| 2026-01-23 | @platochi Cry as $INTC ER comments nukes the rest of my semi portfolio.
Jokes aside probably looking for opportunities next week as MMs crush IV + people start panic selling their OTM calls.
Luckily I hedged a ton for earnings → · 13 likes · 3,259 views |
| 2026-01-23 | $INTC crashes 17% and finishes the day back at $45.
Short dated options are down 95%+ with leaps down 40%+.
Intel is the perfect example of “Stocks don’t move in a straight line up” (unless it’s $SNDK). And it’s still up 26% in 1M.
If the fundamental thesis hasn’t changed (Long White House policy… → · 340 likes · 54,821 views |
| 2026-01-23 | I don't think anyone expected $INTC to deliver everything in 1-2 quarter.
It's one of the most asymmetrical longs there are, since it's a waiting game with infinite backstop from US Gov to buildout their foundry.
I'd say it's a long on policy, not fundamentals. In terms of timing the amount of s… → · 13 likes · 2,659 views |
| 2026-01-23 | @acchcch $INTC price is back to where it was… Monday.
Price aside, the CFO sounded horrendous on the earnings call → · 12 likes · 2,433 views |
| 2026-01-22 | It's extremely easy to overthink things with qualification risk or Sk Hynix ramp + competition.
$MU has the biggest moat in the world:
US national security + Made in America supply chains.
The White House + US hyperscalers won't let $INTC or $MU fail. And it's trading at 11 forward p/e.
This i… → · 145 likes · 27,072 views |
| 2026-01-22 | $MU looks like the next Nvidia.
When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle.
Same with memory today.
AI has broken that cycle.
With the same "Made in America" and White House backing like $INTC:
Don't overthink things with Micron. https://t.co/LBhbVjoKGz → · 1896 likes · 3,267,751 views |
| 2026-01-21 | So this is just an oversimplified bull case scenario for $MU.
There's obviously bear cases too, one being HBM4 qualification execution risk for stuff like $NVDA Rubin that @MarkosAAIG mentioned.
Similar thesis with $INTC here, Micron is in the US.
US government likely tarrifs on hynix/samsung to… → · 37 likes · 9,016 views |
| 2026-01-21 | @Crypto_fox7 Yep. Not every day do you get a company backstopped by the White House like $INTC.
Both the government and all the Mag7 companies like $NVDA and $APPL are just pushing for Intel to succeed. → · 14 likes · 3,041 views |
| 2026-01-21 | Never bet against the White House.
$INTC is probably one of the most asymmetrical longs in the semi space right now. https://t.co/ow1BO48XO4 → · 751 likes · 305,505 views |
| 2026-01-20 | $ONDS to $LPTH are now back up +7.16% to +9.0%.
Even $INTC is up 4.4%.
Many were down -5% to -8% overnight trading.
Did anyone else take advantage of the TACO trade panic? https://t.co/uwp9sW7sQn → · 237 likes · 57,079 views |
| 2026-01-20 | There's a lot of panic about a potential market crash from
$OSS -6.1% to $ONDS -4.85% dropping ON.
But now, Trump is already starting to de-escalate as markets go red.
From the history of Trump's tariffs
We know one thing.
Trump cares too much about the market:
$1.5T in proposed defense spen… → · 328 likes · 97,879 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off the situation:
Tier 1: Supply Chains
This is a dispute with NATO Allies. This threatens supply chains.
Many US defen… → · 600 likes · 269,001 views |