| 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 |
| 2026-09-24T21:22:21 | 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 |
| 2026-09-24T21:17:23 | $AKAM signs $11.6B compute deal with Anthropic for accelerated CPU workloads demands over 7 years.
$AMD to $MU should be happy to hear this…
Akamai ests. ~$5.5B of capex to service the $11.6B commitment. Including +$1.7B of 2026 capex specifically to pre-purchase supply chain components like memo… → · 800 likes · 280,291 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 |
| 2026-09-17T23:56:29 | 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 |
| 2026-09-11T15:16:06 | Looks like Situational Awareness is back:
Sources say Leopold bought options in $AMD, $BE, $CRWV, and $DRAM.
And was active in other stocks such as $SKHY, and $SNDK.
Little surprising since option IV across the board is quite high. https://t.co/P2Pg5szbvO → · 1029 likes · 271,279 views |
| 2026-09-08T05:48:47 | Glad $SIVE is attending CIOE Shenzen and hope my followers can go too!
If you want my read on current landscape:
-> Chinese pluggable makers like CIG (剑桥科技) are facing severe shortages in 70mW-200mW lasers.
If you look at filings from CIG, they claim "substantially longer delivery times and depos… → · 767 likes · 310,711 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 |
| 2026-08-31T13:26:03 | Yep, with $NVDA investing $3.5B into Mediatek.
It does feel like Nvidia is playing kingmaker with the next generation of ASIC winners like $MRVL / Mediatek, with a second order effect of eroding $AVGO position.
Playbook feels similar to what they did with Neoclouds like $NBIS and $CRWV (vs. hypers… → · 647 likes · 325,637 views |
| 2026-08-30T09:04:08 | Just my final recap on thoughts + fundamentals of $SIVE from ER:
Pluggables (1.6T Ramp) for 2027:
- $JBL (1.6T LRO, confirmed) Orders H1 2027, Ramp H2 2027
-> -> Likely multiple hyperscaler customers
- 3 pluggable makers (evaluation)
- 3 pluggable makers (supply assessment)
Reference Design for… → · 1019 likes · 312,857 views |
| 2026-08-23T11:29:53 | Having a mid-X identity crisis rn:
✓ saw 2025 ideas from $AXTI to $NBIS play out with everyone
✓ we got $AMD bandanas
✓ #1 most subscribed person on X by accident
✓ Chinese “White Hair” nicknames
✓ 1M followers
Still here to track ideas, but what’s the next side quest? → · 1686 likes · 377,157 views |
| 2026-08-11T01:29:11 | Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y.
$AMD also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant)
In terms of timelines, seem like most of the Co… → · 821 likes · 265,167 views |
| 2026-08-10T02:03:29 | Just some near term events:
- OCP APAC tomorrow (Ayar, Lightmatter, $AMD, $NVDA) and your CPO players are giving announcements/updates.
This should be a catalyst for certain optical players.
- Earnings week: with $ASTS, $RKLB reporting today (space), $LITE on Tuesday (photonics), $NBIS in the mid… → · 1127 likes · 347,970 views |
| 2026-08-07T08:50:01 | I usually make fun of sellside, but Rosenblatt has pretty goated channel checks on optical names, and their reports are one of the few I like talking about.
$AAOI, $LITE, $SIVE, and the laser party has started to recover around the est. timing windows.
eg. last month: "Multiple short sellers tol… → · 1652 likes · 392,884 views |
| 2026-08-07T05:46:59 | Wow, there's gem after gem in $AAOI earnings for $SIVE + other laser player readthrough.
1. AAOI not meaningfully participating in CPO first-gen deployments.
"We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not … → · 1642 likes · 726,772 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 | Thesis is more for CPO scale up expecting complexity making make MSSCorp a monopoly-type chokepoint over inspection yields (they were claiming 90% market share target). Although they can be used for other segments.
$FORM ramped a lot earlier, so maybe will revenue would start to appear in next ear… → · 147 likes · 21,322 views |
| 2026-07-29T23:13:55 | Just some takeaways from $META | $MSFT earnings calls:
Microsoft:
- Expected to be FCF positive in 2027, despite the increase in capex (extremely positive for AI buildout that it's funded by operating income)
- "Free cash flow was $19.6 billion, reflecting higher capital expenditures"
- Quartely ca… → · 1750 likes · 650,524 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 |
| 2026-07-23T20:46:57 | From $AMD Advancing AI, channel checks:
Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking.
And expects other hyperscalers + industry to go down the CPO route.
One AI infra executive at a company involved in a hyperscaler CPO pro… → · 962 likes · 270,707 views |
| 2026-07-23T19:48:45 | $AMD reached out directly to hand me some special swag!
Apparently they only made 30 of these bandanas?
I love AMD and Lisa Su now. https://t.co/KgcYjBUcTv → · 2538 likes · 933,727 views |
| 2026-07-23T16:49:57 | I have this feeling that Lisa from $AMD likes AI.
It’s cool getting to meet some of you at the event! https://t.co/AWdGS349xF → · 1753 likes · 341,804 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 |
| 2026-07-22T15:10:40 | $AMD to invest $5B in Anthropic.
Anthropic in turn will sign a 2 GW deal to buy AMD’s latest chips, worth tens of billions of dollars.
Looks like they’re copying the $NVDA playbook with Anthropic last year. https://t.co/SXBUq65u6P → · 1257 likes · 315,597 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 |
| 2026-07-21T09:14:20 | It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23).
From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500.
If they confirm CPO route, would positive thematically since it's not just $NV… → · 989 likes · 560,369 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 |
| 2026-07-16T14:54:42 | Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):
Using 10% of Win's wafer capacity as a low-end allocation (65% yield assumption, $50-$75 ASP):
Sivers would support $341-$512M worth of annual array revenue. Given upper end of managements 5… → · 1228 likes · 1,147,186 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 |
| 2026-07-06T08:25:00 | I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers.
3. $GFS SCALE reference level laser for hype… → · 1932 likes · 839,521 views |
| 2026-07-02T16:56:31 | Photonics is backed by actual revenue numbers and it's an architectural shift championed by $NVDA.
Quantum barely has any revenue.
$LITE is completely sold out for the next 2 years (per $POET AGM) likely starting into 2029. Lumentum is so strained that they buy CW lasers off competitors (earnings … → · 2238 likes · 731,391 views |
| 2026-06-26 | Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announced 1.6T LRO with Sivers
- $GFS reference laser announcement with $SIVE
- $AMD went to $GFS for CPO
- $SIVE announced CW with TFLN
- Aya… → · 387 likes · 72,512 views |
| 2026-06-26 | @chenbaiyang70 Looks like photonics theme selloff combined with macro drop with $AAOI.
I’m personally confident from $AMD CW LTA reports and next year’s $471M/month projections.
But of course people should make their own decisions, optical names tend to be more volatile. → · 234 likes · 61,393 views |
| 2026-06-25T16:15:27 | oh i think u misunderstand... I'm actually more bullish than ever as prices go down.
$SIVE at ~$1.9B MC you have:
- $GFS reference laser
- laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up
- $POET and others for CPO scale out
- $JBL and others for 1.6T+ pluggable optical trans… → · 2213 likes · 859,023 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 |
| 2026-06-23T03:16:44 | IMO photonics theme + CW laser chokepoint is goated.
It's legit like markets have short term memory loss and forgot how $LITE went from $3B -> $65B+ from 2024 to now.
Because $NVDA caused EML bottlenecks, and forced architectural changes.
We're literally seeing the same thing today with CW lase… → · 1609 likes · 985,547 views |
| 2026-06-22T14:19:34 | That’s for you to decide.
But just throwing this out there:
If $AAOI hits projections, that’s over 800%+ Y/Y growth, and $5.6B revenue annualized off $12.8B MC.
My guess is that the $471m/month will keep going up as demand seems to scale exponentially into 2028.
I’d expect ASP/margins to go up a… → · 1729 likes · 806,389 views |
| 2026-06-21 | We're in a massive EML bottleneck right now and CW lasers are getting bottlenecked now too.
To my knowledge, $COHR is buying EMLs off $LITE because they can't make enough.
$LITE is majority allocated to EML, so they can't make enough CW lasers.
So they're buying CW lasers off competitors from … → · 102 likes · 24,260 views |
| 2026-06-18 | @degenlurker_ $AAOI + $SIVEF were my two likely guesses for $AMD large purchase agreements for CW lasers. We'll see what happens.
given aaoi + amd analyst channel checks. and amd + gfs/sivers reference laser. → · 272 likes · 46,557 views |
| 2026-06-17T11:24:26+00:00 | Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders...
Is probably just the start of the bottleneck?
There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom. https://t.co/w4t21uix1J → · 1497 likes · 387,778 views |
| 2026-06-17T02:26:55+00:00 | I’m not sure why many folks are super bearish on my high conviction $AAOI long…
Ever since $30, then on the way up to $170. (Yes I do think every bear is wrong, we’ll see who’s right).
They have scarce laser capacity that $AMD and other hyperscalers are looking for.
While → · 1909 likes · 928,000 views |
| 2026-06-16T02:20:57 | New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce)
Obvious CW laser beneficiaries:
- $SIVE (AMD went to GFS for CPO, Sivers reference https://t.co/EoVsVCe… → · 2068 likes · 642,891 views |
| 2026-06-16 | @beauty_oe Yep, I would not be surprised if $AMD signed LTAs with $SIVE given the new Trendforce report that they're going around trying to secure CW laser capacity. → · 306 likes · 74,030 views |
| 2026-06-16 | Other way around, $NVDA bottlenecked the entire industry for EML capacity.
And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have LTA in place with Celestial)
I said this a few months ago, we'd see this exact same playbook. But $AMD, $AMZN, $META, and others are ju… → · 174 likes · 26,341 views |
| 2026-05-21 | Just as I say this:
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356).
PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped … → · 807 likes · 317,928 views |
| 2026-05-20 | If people don’t realize why I’m so interested in $SIVE M&A.
Sivers likely customers were:
Lightmatter when they were tiny -> became $4B+ company.
Lightelligence when they were tiny -> became $10B+ company.
Ayar when they were tiny -> now funded by $NVDA, $AMD, and others.
Celestial when they we… → · 1001 likes · 206,756 views |
| 2026-05-19 | Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to meet US institutions through:
> MSCI inflow in 2 weeks.
> NASDAQ Listing.
> US CHIPS Act backstop.
alongside core rev… → · 1140 likes · 335,947 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 |
| 2026-04-25 | Two most viral stories on $RDDT:
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche leaders to change your life around:
Again and again across different industries with semis to space.
What matters is:
… → · 1614 likes · 191,074 views |
| 2026-04-24 | I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD CPO
-> $JBL 1.6T LRO
-> $NVDA
-> $AMZN, $META, $GOOGL, $MSFT
-> Tencent, Baidu, Alibaba for ELS.
Then they go crying e… → · 1158 likes · 296,894 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 |
| 2026-04-23 | Hmmm. Probably $SIVE or $LPK for CPO/Glass Substrates since those are emerging technological shifts in 2027.
I really don't think markets understand yet what's up and coming with Sivers for CPO/1.6T optical transceivers... even if I show mapping to $AMD or $MRVL CPO programs.
LPKF Laser feels de… → · 213 likes · 39,936 views |
| 2026-04-21 | Woah... Sivers looks like the primary laser supplier to $AMD's CPO program if AMD goes the Ayar route at $GFS.
The interesting thing is: $LITE and $MTSI were silently removed from Ayar's website sequentially over time.
(Special thanks to one of my followers Setian for the DM.)
So $SIVE likely be… → · 1162 likes · 438,706 views |
| 2026-04-21 | I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI.
You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics.
Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme".… → · 935 likes · 276,028 views |
| 2026-04-21 | The $AMD and $GFS CPO announcement is probably bigger than markets expect for $SIVE.
With the news, it's likely $SIVE lasers power $AMD's CPO program.
Either through two potential paths:
1. Enosemi (AMD's in-house PIC design post-acquisition). Enosemi's chiplets are fabbed at GF but for the ELS,… → · 649 likes · 385,140 views |
| 2026-04-20 | It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $AMD ).
Alongside $NVDA investing into CPO everywhere.
I just timed my long after OFC but did not expect all of this lol. → · 95 likes · 8,268 views |
| 2026-04-20 | What a crazy timeline?
Today, $AMD announced it's pushing into CPO and collaborating with $GFS.
This is highly bullish for $SIVE since for CPO/SiPH, it requires external laser light source.
And... guess who are the two public laser suppliers in the GlobalFoundries CPO ecosystem?
$SIVE (~$935m)… → · 1115 likes · 387,536 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 |
| 2026-01-23 | 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 |
| 2025-12-15 | Agreed and I've seen it time and time again.
$AMD in 2016 when people thought it could take on Intel, then capitulation at $5.
$PLTR in 2023 when people believed in the AI thesis, then capitulation in the $10's after short seller activity.
$RKLB this yeare when people thought it could become t… → · 48 likes · 6,945 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 |
| 2025-12-11 | OpenAI was the clear leader before.
Now, Gemini 3.0 surpasses it in image generation. Claude Opus 4.5 surpasses it in coding. Can go down the line.
It looked like ChatGPT couldn’t be disrupted after they got first movers advantage. Now from similarweb data we can see popularity with Gemini growi… → · 7 likes · 1,354 views |
| 2025-12-05 | My stance changed on $AMD after LLMs like opus 4.5 beat gpt codex models in coding, gemini 3 models beat out chatgpt models in image generation, etc.
A large part of my initial bullishness on $AMD was expecting OpenAI to maintain its dominance in LLMs, IPO, and find a way to generate that $1T+ in c… → · 13 likes · 2,193 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 |
| 2025-11-25 | Good question about risk, I enjoy talking about the downsides too.
1. Hyperscalers completely their own datacenter buildout with GPUs (TPUs with $GOOGL, Tranium with $AWS), energy, locations in 5+ years.
This is the analogy of Qualcomm with Apple. Apple just uses $QLCM, then builds it's own verti… → · 14 likes · 1,705 views |
| 2025-11-23 | Markets just suffered their worst deleveraging shock in recent history.
High-beta assets are collapsing:
• $NBIS, $IREN, AI stocks are down ~40%+ from peaks
• $MSTR, $BTC plunged 30-40%+ in the past month
• Crypto erased over $1.2 trillion in value
This wasn’t normal, it was a forced unwind acr… → · 251 likes · 106,508 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 |