| Date | Tweet |
|---|
| 2026-09-23T16:01:19 | I’ve actually entered positions in many tiny Korean companies recently…
That actively supply memory, test, machines, etc. to $MU, $SKHY, Samsung, and others like $SMTC + US companies.
It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs, memory, and others that… → · 1073 likes · 476,186 views |
| 2026-09-18T13:20:27 | So on optical vs. photonics... Memory like $MU / $SKHY is in it's current supercycle.
-> RBC channel checks for example projects 80-100% HBM ASP hikes for 2027.
-> Per $NVDA ER, Hyperscaler capex goes up in 2027. Then you have 68% of hyperscaler capex per Trendforce going to DRAM/NAND.
-> 50-7… → · 1153 likes · 533,768 views |
| 2026-08-26T20:28:43 | I know everyone’s watching $NVDA earnings right now…
But did you know Landmark signed a 4 year CW agreement with US customer to ensure “sufficient supply”?
So now you have:
- $LITE (capacity gone)
- $COHR (capacity gone)
- Landmark (capacity committed)
- $AAOI (capacity for transceivers)
- $MTSI … → · 1176 likes · 307,956 views |
| 2026-08-26T00:27:44 | All right back to $SMTC movie: "The bottleneck go Brrr":
My favorite quote was: "availability currently matters more than pricing".
In the current market for optical products.
- No near-term erosion is expected on booked optical orders, which signals they're passing cost increases through fine.… → · 569 likes · 249,129 views |
| 2026-08-25T20:51:59 | Lost interest in $SMTC and every other earnings report today after finding a memory name way too interesting not to research... → · 867 likes · 364,124 views |
| 2026-08-12T07:54:08 | So this is just what I'm seeing with $SIVE and the CW DFB laser chokepoint right now.
From optical earnings:
1. $LITE: unexpected demand and imbalance for UHP CW lasers.
- Had ability to price up ASP for lasers.
- Scale up CPO on track for H2 2027 shipments, called out any CPO scale up delay … → · 1399 likes · 352,817 views |
| 2026-08-07T12:55:47 | Some more TLDR takeaways from $AAOI ER:
- They also flagged DSP and TIA bottlenecks, which is a positive industry read through for names like $MXL, then $SMTC and $MTSI.
- For revenue growth, they're expecting more than $500 million revenue Q4, which is absurd growth.
For reference:
Q2: $191.9M… → · 983 likes · 417,378 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 |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |