| Date | Tweet |
|---|
| 2026-08-31T18:28:51 | Macro has clearly cut high beta AI valuations over the past few months. But I try to stay focused on fundamentals.
If you're curious about my take though:
We're seeing record visibility with
- memory (2031), photonics (2029-2030), etc LTAs
- $NBIS, solana:5aQcoaSyy7fnhvpRHasBUAMH2nL5tTjVrmFw6BeGm… → · 745 likes · 287,260 views |
| 2026-08-12T01:08:18 | Bro Charles the $SMCI CEO needs to become a politician.
I’ve never seen a guy dodge so many questions on a Q&A earnings transcript before.
- “what’s your 2027 gross margins”
A: “we look forward to growing them
- “do you anticipate margins to improve September?”
A: September. Which is September? → · 1248 likes · 276,718 views |
| 2026-08-11T21:09:43 | Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE.
Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3.
Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others)
Supermicro: Absurd $65-72B in re… → · 2120 likes · 444,435 views |
| 2026-08-11T20:51:04 | $SMCI 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance...
vs. ~$52.4B expected, a casual +$16.1B above consensus.
SMCI logged a massive $60B+ in news order from this earnings.
That timeline is also interesting when they announced a plan to co-build $SPCX + xAI DCs "… → · 703 likes · 235,373 views |
| 2026-05-20 | @OriginalTrades I don't quite think hiding 1300 pound furnaces is as easy as smuggling GPUs like $SMCI into hairdryer boxes. → · 32 likes · 7,773 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 |
| 2026-01-21 | Looks like markets are starting to find out about $VPG.
This is my top robotics sector stock.
And reminds me of $SNDK at $30 before current memory rally to $470.
Or $SMCI at $1.3 before the AI buildout rally to $100.
This may be the inflection point for robotics humanoids. https://t.co/POgwnIJyu… → · 662 likes · 511,372 views |
| 2026-01-21 | $VPG is one of the least known robotic supply chain stocks.
However, it's likely the single best asymmetrical exposure to robotics Humanoid ramp for
- $TSLA Optimus
~ Figure AI
as this $580m company makes:
est. ~3-9% BOM cost of every humanoid.
$8.5B revenue may come from $TSLA alone ($850 mid… → · 437 likes · 254,464 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 |
| 2025-12-08 | @LandoInvests Happy to debate $SMCI, I put my thesis here on why it's bound for a recovery due to forward revenue backlog in Q2 2026.
https://t.co/FJj3yXlhGT → · 2 likes · 1,426 views |
| 2025-12-08 | Stock position updates:
Sitting on high-conviction longs like $NBIS and writing options, relatively lax weekend.
Minor position adds updates from last week:
$LITE - $316.5 (+5.53%) -> ~$335.91
Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup
$AMKR - $37.6 (+18.4%) ~$44.5
Benefits fro… → · 88 likes · 41,970 views |
| 2025-12-05 | @mhayavkay For $SMCI
https://t.co/i9EduOkMGY → · 1 likes · 1,055 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 |
| 2025-11-22 | So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH.
As for $SLNH, we're not disagreeing on anything I put it as F tier as well since it'… → · 2 likes · 3,556 views |
| 2025-11-19 | Sure happy to explain further than the TLDR on why I've downgraded $IREN and upgraded $TSSI a strong buy. $TSSI has high upside on the drop from $30 to $7 since it was an overreaction to temporary Q3 operational scaling bottlenecks and factory cost not underlying demand.
It's well capitalized to … → · 25 likes · 7,781 views |
| 2025-11-18 | 🎯. We've seen this before with stocks like $NBIS on the drop from $140 -> $94 and then the violent recovery to $130 all in the span of 2 weeks.
This time it seems broader + longer drawdown with most high-beta stocks dropping from $SMCI to $RDDT with highest concentration of AI sector.
As you m… → · 20 likes · 43,022 views |