| Date | Tweet |
|---|
| 2026-07-13T19:20:46+00:00 | 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 https://t.co/mmz6y0J3… → · 2121 likes · 507,410 views |
| 2026-07-12T11:25:10+00:00 | 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 → · 1914 likes · 1,035,880 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 |
| 2026-06-24 | @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 |
| 2026-06-23T12:38:16+00:00 | 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 https://t.co/DPXpK4zh… → · 1546 likes · 412,988 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 |
| 2026-06-16 | 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 |
| 2025-09-27 | @DeepIceValue lol I saw NVO and UNH and then looked at your profile and realized it was more so value investing.
If I had to choose, would be $NBIS or $TSM 1-2 years.
Then $RKLB for a 3 year timeframe.
Value investing basket would be: $TGT, $UPWK, $PYPL, $LULU, $UNH, $NVO → · 21 likes · 2,768 views |
| 2025-09-27 | @DeepValueBagger @PaperBozz @FrostyFinances IV is 38% which is on the higher end for something like PayPal though so not sure about premium being cheap. When I did $GOOGL calls they were 28% for example or $TSM was 32%. → · 4 likes · 836 views |
| 2025-09-26 | I broke my own rule of thumb here about shares only vs. call -> 32% IV stock but usually if something black swans off something immaterial eg. $IREN 14% drop off JPM bs price target.
Or $CIFR 17% drop into 5% drop off $GOOGL backstopping it, then I switch to calls. Usually if I think it's a bottom … → · 5 likes · 1,008 views |
| 2025-09-25 | @_visionarius I just liked $TSM over $NVDA. Upside potential for $NBIS is a lot higher given marketcap. → · 4 likes · 594 views |
| 2025-09-24 | I don't do options unless it's <33% IV things, such as $GOOGL or $TSM, both $100K+ profit each on.
Usually I hold a core portfolio of high conviction stocks like $HOOD, $RKLB, $IBIT, $NBIS for a set amount of time.
A basket of random stuff like $GRAB, $AMZN, etc.
Then I set aside a good amount f… → · 15 likes · 2,143 views |
| 2025-09-22 | @foogleman1234 I sold all my $TSM calls today $175 for 100%+ profit. I trimmed small caps that were up 20-40%+
Rotating into it into 1 month $NBIS out of money calls and shares → · 5 likes · 448 views |
| 2025-09-20 | Hmm, I don't have many but aside from $RKLB, $IBIT, prob $TSM, $HOOD but less so at these levels.
I was long HOOD back at $18 but given its 1000%+ rise already, hard to see it growing into $1T in 5 years due to limits in fintech. But it was always a high conviction long due to consumer base + addin… → · 4 likes · 668 views |
| 2025-09-19 | @DavidJang0620 $TSM calls*.
My calls are up 68% right now since I posted. $NBIS is probably up 10%, which is still an extremely good return. → · 2 likes · 564 views |