| Date | Tweet |
|---|
| 2026-09-28T22:22:49 | Everyone is asking "Where is Serenity" or "Who is Serenity". But nobody is asking...
"How is Serenity"?
I do read things from $AMD $8.2B acquisition of World Labs... but feeling pretty sick right now, so taking a little break.
I remember saying physical AI + world models would major shift way … → · 1632 likes · 394,943 views |
| 2026-09-13T20:11:16 | I assign essentially 0% probability that Anthropic or OpenAI will slow down frontier development in any meaningful way.
And that majority of the "regulation" they try making is regulatory capture to slow down competition.
1. Anthropic/OpenAI will not willingly hand over their lead to Gemini, xAI… → · 3868 likes · 759,544 views |
| 2026-09-07T10:27:03 | Congrats, yeah anything $TSM affiliated has been on a tear recently.
I don't have any personal targets for $IQE, just seeing what happens.
I think my earlier thesis around latent capacity refactored toward AI DC segments, for Landmark-type rerating was validated with their statement today at le… → · 54 likes · 20,143 views |
| 2026-09-07T00:30:29 | I get like 100 of these types of questions a day, I can’t just answer all of them.
Since you’ve asked 12 times: yes I still have exposure to all of them.
Cost averaged on a few, so as of today positions on:
Foci are up 53%
Xintec are up 53.1%
But still down -23% on Shunsin, -22% on Msscorp.
Mai… → · 99 likes · 16,724 views |
| 2026-09-04T10:35:17 | So... here's my take on US / China tensions:
You have European monopolies like:
- $ASML (EUV)
- $SOI (Photonics-SOI)
- Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplier)
Japan has many near/complete monoplies like:
- TOK, JSR, ShinEstu, Fujifilm for EUV photoresist - 90-100% share
- … → · 782 likes · 358,280 views |
| 2026-09-02T10:53:20 | $MRVL SVP and CTO of Optical Engineering Radha Nagarajan, at Semicon Taiwan:
1. Names Europe/Japan for laser supply sourcing as examples for SiPH modules.
Very interesting that Marvell's SVP had Europe in mind when giving examples of laser supply sourcing for SiPH modules.
I can't really name … → · 602 likes · 232,918 views |
| 2026-09-02T09:54:21 | Just taking a look at Leopold's Situational Awareness Q2 13F latest holdings as of June 30th:
1. $SNDK - $5.674B
2. $MU - $5.574B
3. $BE - $1.899B
4. $TSM - $1.265B
5. $NBIS - $1.232B
6. $CRWV - $744.5M
7. $CORZ - $665.6M
8. $STM - $584.3M (new)
9. $APLD - $469.0M
10. $RIOT - $468.2M
11. $SHAZ -… → · 1256 likes · 330,440 views |
| 2026-09-02T04:56:28 | Very interesting to notice Taiwan wildly outperform the rest of the World like US/EU.
Foci ($NVDA / $TSM FAU supplier) went from 400 -> 900 -> 400 -> 800, and recovered insanely fast from July.
Not sure if earnings like Etron or others are just absurd to not care about macro? https://t.co… → · 655 likes · 226,007 views |
| 2026-08-31T10:56:00 | Remember my $SOI thesis anon? Soitec interview commentary today:
- 80% of capacity reservation agreements expected within 1-2 weeks, with more than 10 in total.
- $200M Photonics-SOI revenue now described as "absolutely a floor"
$TSM also sees SiPH going mainstream in 2027 with market share top… → · 481 likes · 112,104 views |
| 2026-08-31T05:35:30 | $TSM Vice President of Advanced Packaging:
"Foundries can scale up the optical engine, but the real bottlenecks to large scale deployment lie elsewhere...
Including lasers, optical fiber, fiber-optic connectors, and test" (UDN)
Just some bucket ideas:
Lasers: $LITE, $SIVE, $COHR, LandMark (3081… → · 648 likes · 201,583 views |
| 2026-08-30T11:16:16 | @Omardrisss There’s bubbles within the broader AI supercycle (eg. frontier lab valuations, some Neoclouds).
And some pop here and there.
But the overall theme with $NVDA and $TSM in the center of it all looks structural and would keep ramping up. → · 114 likes · 19,848 views |
| 2026-08-29T15:22:49 | $AMKR has existing traditional packaging capacity underutilized (like in Philippines), so if that 20%+ deficit is true
Probably fills that up at higher prices so that's brrr to nearer term revenue.
I still think the main ramp is early 2028 with Arizona once their $TSM + $NVDA stuff takes off. → · 41 likes · 14,374 views |
| 2026-08-24T18:27:08 | I know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump...
But you know what else is cool?
FAU bottlenecks for CPO.
I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps...
This was some media commentary suppo… → · 1064 likes · 402,689 views |
| 2026-08-16T04:50:40 | Just some TLDRs of stuff I found interesting:
- $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day.
LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a c… → · 1622 likes · 394,120 views |
| 2026-08-06T09:56:42 | I remain convinced nobody knows how to pronounce or talk about $AAOI in real life.
It’s one letter too long to say $TSM or $AMD.
And nobody ever says to a friend“Wow, I like applied optoelectronics!” → · 1708 likes · 459,867 views |
| 2026-07-31 | Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER, even after $NVDA $1.5B deal + $TSM 10Y agreement.
It's more of a 2028 name though, though they have separate ramps in 2027.
- Did some cost averaging on names like Foci on drop to 400 (lea… → · 326 likes · 66,496 views |
| 2026-07-30T06:52:06 | Just some interesting takeaways from $FORM earnings call on CPO:
Since they attributed systems revenue nearly doubled due to: "accelerating growth in co-packaged optics or CPO".
Q1 2026: "we now expect 2026 CPO revenues to come in at the high end of the $10 million to $20 million range"
Q2 2026 … → · 796 likes · 366,141 views |
| 2026-07-23T04:35:37 | Just some notes from $TSLA transcripts:
Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts.
Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.
And I remain c… → · 1813 likes · 470,036 views |
| 2026-07-17T21:19:06 | Thanks, love reading the comments!
Goldman Sachs raised Innolight PT to 2581 RMB. Roughly 163.6% upside from current valuations.
But the largest thing is its 2026–2028 earnings est revision raised by a whopping 65%/108%/119%, based on:
- Much higher silicon photonics module volumes
- scale out, … → · 1101 likes · 791,307 views |
| 2026-07-13T19:20:46 | Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $COHR, and $LITE in laser supply
- Broadcom and Nvidia in switch platforms
- Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics,
- $TSM, $GFS, and $TSEM in silicon photonics foundry capacity
I’v… → · 2123 likes · 517,442 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 |
| 2026-07-12T11:25:10 | Apparently there’s a new popular trend to bearpost trillion dollar companies.
Like $NVDA or $TSM.
By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed.
-> if the company doesn’t respond, stock prices/sentiment are damaged.
-> if t… → · 1906 likes · 1,057,936 views |
| 2026-07-10T08:23:29 | Yep, it’s interesting to witness retail capitulation.
After we got Bloomberg Meta compute article cleared up by their internal memo.
And the 2 reports on delays were denied by Nvidia.
Both of which caused the selloff in the first place...
So Photonics / Nvidia’s roadmap hasn’t fundamentally ch… → · 1692 likes · 602,605 views |
| 2026-07-01 | @SidkMena Dunno, probably just sector selloff. Shunsin recebtly confirmed a direct $TSM COUPE partnership.
Then proceeded to crash 15-20%.
Don’t think there’s any material developments outside SemiAnalysis bearposting the Nvidia ecosystem over and over https://t.co/jxKIKup6F3 → · 109 likes · 43,644 views |
| 2026-06-25T03:45:23 | Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.
"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles."
"And that demand wave is set to begin before the decade is out."
Somet… → · 3545 likes · 1,065,897 views |
| 2026-06-24 | @mindmoon_108 @Akaletiko Eh, maybe other way around where $TSM sees what memory players are doing and starts price hiking too. → · 102 likes · 31,091 views |
| 2026-06-23T15:42:09 | Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%
$TSEM: -10.24%
$SNDK: -12.5%
$MU: -11.8%
Sk Hynix: -12.35%
Samsung: -9.6%
$MRVL: -8.3%
$LITE: -7.6%
$SOI -7.15%
$TSM: -6… → · 2432 likes · 784,804 views |
| 2026-06-23T12:38:16 | Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March.
And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”.
Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble.
Crap like t… → · 1542 likes · 413,456 views |
| 2026-06-23 | @Semiconsight I think my M&A ideas are generally pretty compelling!
Apollo fully bought out one of the $TSM Japanese suppliers I identified earlier lol. → · 51 likes · 17,083 views |
| 2026-06-22 | @Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up. → · 73 likes · 29,161 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 |
| 2026-06-16 | Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash.
Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components re… → · 105 likes · 20,916 views |
| 2026-06-13T10:03:47+00:00 | Okay my fellow Koreans, it's been awhile.
Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon.
Basically China export controlled Japan, causing their WF₆ supply chain to go down.
Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye https://t.co/nxooHksF7D → · 1860 likes · 1,132,092 views |
| 2026-06-12T08:31:08+00:00 | Bro I still can't believe Japan's WF6 supply chain got shut down from China export controls.
Which affects $TSM, Samsung, and SK Hynix.
Are we really playing global supply chain warfare and game theory over AI supremacy?
Japan probably has the most amount of obscure https://t.co/h9SyTppmzZ → · 599 likes · 404,946 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 |
| 2026-05-25 | Oh look, a new UDN article about $TSM COUPE + AI optical markets.
Institutional investors are optimistic that Taiwanese companies:
FOCI (3363), and MSScorps (6830) are expected to benefit
But... that "Institutional" should be changed to retail investors on X?
For FOCI: "Its FAU products have b… → · 564 likes · 176,906 views |
| 2026-05-23 | @_juicebox99_ I don't see FOCI becoming a $50B+ company.
They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives structural re-rating related to MC.
Not quite the same as the US model of TAM expanding into $100B+ companies. → · 44 likes · 7,397 views |
| 2026-04-25 | @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ. → · 129 likes · 39,543 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 | @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 | It's like giving grants to Korea Zinc to build refineries in the US or $TSM to build foundries in the US.
$HPS.A is largest dry transformers -> switchgear in north america, and they have critical production facilities in US too like Wisconsin/California.
I think it's basically "Anything but China… → · 60 likes · 12,619 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 |
| 2026-03-24 | @zephyr_z9 Not really about the balance sheet per say. They're the likely supplier to $HIMX -> $TSM COUPE, and had a semi-monopoly over hybrid resins needed for WLO → · 39 likes · 11,102 views |
| 2026-02-21 | Great question! Answer to that is macro/chips.
2023, 2024 when AI first started taking off, fed was jacking rates up to 5%+. Utilities are often kinda like bond proxies since they carry a lot of debt for infra buildout.
Best play then was $NVDA since silicon/chips were in shortage. Market didnt… → · 18 likes · 4,323 views |
| 2026-01-24 | The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers
$AMKR - S-SWIFT packaging for SiC integration
$ASX- VIPack platform and optical integration.
SiC Midstream:
$KLAC - Si… → · 231 likes · 83,464 views |
| 2026-01-23 | Nitto Boseki - $NBCLF | 3110:
The story of an extreme bottleneck for AI:
> Spin Yarn/Glass in 1923
> Be good at it
> Create "T-Glass" for tennis rackets
> Wait 100Y, everyone needs it
> $TSM for CoWoS
> $APPL for M-Series Ultra/Max
> $NVDA for Blackwell + Vera Rubin
> $TSLA for chips inside FSD ca… → · 225 likes · 35,967 views |
| 2026-01-21 | @GVDInvestor Completely agree, having the former chairman of $TSM buy $8m of $MU on the open market last week is a bullish tell. → · 26 likes · 5,107 views |
| 2026-01-20 | @AnalizAyaz $NBIS, $RKLB, $IBIT, $TSM, $LPTH → · 32 likes · 10,571 views |
| 2025-12-23 | Personal Research: $MSFT Maia 300 supply chain.
On a $MRVL report, UBS est. 1M+ Maia by 2027.
An est. of $18B+ is estimated to flow down to suppliers from Maia ASIC ramp.
Here's where it goes:
1. $MRVL - $8-12B revenue (~30-40% margin) as the prime beneficary. They design the digital plumbing… → · 139 likes · 40,795 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 | FinX is a bubble.
Same with traders on /r/wallstreetbets.
People own the same stocks $NBIS, $TE, $ASTS, $HOOD, $RKLB, $IREN, $KRKNF, $ONDS, $SOFI, $AMD, $TSLA and others.
However: It’s a positive thing.
I’ve seen this on repeat again and again throughout the years.
Short term when people buy … → · 359 likes · 188,938 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 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 | Added very heavily in $TSM today ~$302.5.
Also added a decent amount in $CRCL positions at ~$87.2.
We’ve been chopping since record breaking earnings from $TSM just felt it would breakout anytime now. This is just gut feeling.
As for $CRCL rate cuts hurt, but the USDC printer keeps on going. Cryp… → · 65 likes · 71,716 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 | @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 | I didn't include $ASML since they track fab cycles rather than the whole AI capex trade which $TSM or Samsung Electronics does (foundry + memory + misc)
But it's a good long term compounder as the sole EUV supplier vs. chasing the most direct beneficaries of the next TPU/Blackwell Cycle/LLM-agent b… → · 6 likes · 4,011 views |
| 2025-12-05 | It's for their foundry business not memory as an alternative to $TSM capacity limit.
Elon's been shilling Samsung's capabilities recently (eg. $TSLA building out its chips with them), which is a positive signal. It's the clear #2 player, memory takes up majority of their profit but I expect their f… → · 5 likes · 1,200 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 | Amazing question, so I have a really long nuanced thesis regarding Google TPUs.
SUMMARY: The thing to be worried about is if TPUs and AMD outperform $NVDA long term, so people **PREFER** other GPUs and buy them instead. Not because they ran out of $NVDA GPUs to buy and are forced to go get altern… → · 5 likes · 797 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 | My opinion is that $TSM forward earnings was the biggest indicator of the AI trade so far since they span from all hyperscalers such as $GOOGL TPU prod to $AMZN, as well as $NVDA, $AMD, and we've already seen them blow away earnings + margins.
Even if $NVDA forward revenue is quoted heavily downwa… → · 16 likes · 1,019 views |
| 2025-10-22 | @AkaliOnYT Yeah /r/wallstreetbets is a great bottom signal for $NBIS and others.
They’re often directionally right long term $RKLB, $HOOD, $TSM, and $MU but have 1 month long attention spans.
It's a special skill to convince yourself to do the opposite. → · 39 likes · 4,351 views |
| 2025-10-20 | @yparekh2 My $TSM positions have been doing well even after Doublelift and others retired.
So if Faker retires $TE might do well too with the same logic. → · 11 likes · 3,246 views |
| 2025-10-20 | @capybara_830 Honestly $NBIS, $WLAC, then splitting $NVO into $TSM + $AMZN calls 6 months out sounds beautiful.
There’s 2x rate cuts and a recent correction going into the best seasonal months. Now’s the best time to go long if any. → · 12 likes · 3,868 views |
| 2025-10-20 | Not really. China won’t invade Taiwan under Trump administration or others since $TSM is one of the largest national security risks to United States.
There’s a reason US doesn’t have universal healthcare and any country that might invade would find out why + get flattened to the ground.
Hence why … → · 4 likes · 877 views |
| 2025-10-19 | @_visionarius $BTC, $HOOD, $TSM → · 6 likes · 6,669 views |
| 2025-10-17 | This is why people shouldn’t do short term options! (I saw a lot of WSB posts about $TSM weeklies for earnings).
It’s correct directionally but random events like this happen to wipe out calls.
But yeah I think $AMZN looks the most tempting just cause of IV return potential, we’ll see what holds … → · 10 likes · 2,238 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 |
| 2025-10-16 | Thanks, it's just that there's been an absolute surge in demand for AI compute (Data Centers, Power) from Mag7, and institutional ownership in a lot of these companies are extremely low (eg. $NBIS 38% when usually sweet spot is 60-75%).
Retail might be panic selling-off the future infra of $MSFT or… → · 18 likes · 2,349 views |
| 2025-10-16 | Yeah we already got some insights into future growth with $TSM blowing out high expectations on earnings across the board.
I keep seeing people on X saying semi expansion is slowing by only citing $ASML but they're completely wrong. ASML is a measurement of Fab expansion cycles.
People just need t… → · 11 likes · 1,604 views |
| 2025-10-16 | $TSM blowout earnings as expected. They’re the center of the whole Neocloud trade and AI Buildout.
TSM is easily going to $450+ with 46% EPS y/y (expanding margins) and 37% revenue growth y/y. (Short term might be a little volatile because of option flow though)
✅ Revenue $32.27B (Est. $31.61B)
… → · 57 likes · 42,351 views |
| 2025-10-15 | @alifarhat79 The great Soybean and Seed Oil crash will definitely be in the history books.
The selloff made sense because Taiwanese companies like $TSM probably couldn't produce enough semiconductor chips if America made their own cooking oil. → · 12 likes · 3,758 views |