| Date | Tweet |
|---|
| 2026-08-13T09:46:26 | Feels like my $IQE thesis Feb this year got validated alongside $AXTI and others. (I still long on both)
So I stopped covering them as much. But TLDR on updates:
Early this year, IQE was a distressed but critical chokepoint in the optical supply chain with links to $LITE and others when I publi… → · 556 likes · 276,220 views |
| 2026-07-31 | Yeah my thought was $XFAB could be an early $TSEM with actual SiC/MEMs foundry kinda bridging the gap while they develop their photonics arm.
They did reiterate exposure to CPO and 2028 timeline isn't priced into any revenue models yet (which I liked about them).
Might be a tad early, but we're … → · 105 likes · 16,457 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% → · 4571 likes · 719,019 views |
| 2026-07-14T14:35:50 | Two different capacity expansion announcements today across $TSEM and $AAOI.
Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities.
Targeting $1.2B net profit, and $3.6B revenue i… → · 1251 likes · 358,488 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… → · 2131 likes · 512,202 views |
| 2026-06-26 | FYI, I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
$IQE $13, $SOI $44 and so on.
So when they finally have a massive correction due to macro drop the ideas are wrong? And most are still up a few hundred percent.
TW CPO names… → · 205 likes · 28,846 views |
| 2026-06-24T06:52:41 | OpenLight (private) seems to get bigger and bigger every time I look at it.
If you’re curious about their public ecosystem outside of Advantest:
$JBL ( $SIVE partner ) for scaling PICs
$MRVL and $MXL for DSPs
$TSEM for the foundry.
$300394.SZ / TFC Optical (OSAT/subassembly)
Can often get exposur… → · 791 likes · 650,271 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 |
| 2026-06-22T22:38:52 | Wow, $TSEM up 10%+ today.
Good times, should have made this one of my largest positions in hindsight back in March.
Foundries like $GFS and $INTC have been going brrr lately. https://t.co/m5KVJ8vOAS → · 802 likes · 420,695 views |
| 2026-06-19T12:19:38 | I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have p… → · 2374 likes · 853,958 views |
| 2026-06-19 | So short term ramp, I see $LPK probably might be more parabolic.
Since when equipment suppliers switch from qualification to volume production as seen with $AEHR or $AIXA recently, they tend to get re-rated to $3-7B MCs.
But 99% are structurally more capped on where they head.
Long term, I per… → · 184 likes · 25,976 views |
| 2026-06-15T07:25:28 | Wow, $IQE and $TSEM sign a multi year InP epiwafer deal.
Remember I told you all IQE was important to Western optical supply chains back at $12?
$MTSI had to go out of their way to secure their supply with IQE.
Now there’s another critical deal with Tower Semi. https://t.co/4A5PAuA3PU → · 997 likes · 445,970 views |
| 2026-05-24 | Photonics is nuanced and using ChatGPT/Gemini makes you miss all of it:
1. $SIVE is actually a chokepoint and partially a bottleneck.
The reason it's a chokepoint is leading CPO/optical hyperscaler players go through Sivers, likely:
Ayar. Celestial. Lightmatter. Lightelligence. Poet.
If you … → · 2868 likes · 785,694 views |
| 2026-05-23 | I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5… → · 4991 likes · 1,757,190 views |
| 2026-05-21 | Not everyone on X can do a did you listen anon.
With triple digit returns on everything like $TSEM they went long on. https://t.co/7jGCpZWRcd → · 766 likes · 199,935 views |
| 2026-05-21 | Just in case you want to frontrun the next major catalyst:
$NVDA June 1 Computex/GTC Taipei keynote should be heavily bullish Taiwan optical ecosystem?
Just like when I went long on $TSEM and others in Nvidia’s US event.
Shunsin, Foci, Nextronics, MSScorps, and a lot of my Nvidia photonics ecosy… → · 980 likes · 525,246 views |
| 2026-04-25 | Uh chat... is my timing insane or what?
Names like $TSEM are flat all year, I go long, then it doubles. The moment I go long on $AEHR, it almost triples.
People are starting to think I'm the catalyst because this keeps happening over and over... lol this is a $22B+ company.
Fun fact on how I get… → · 1448 likes · 407,508 views |
| 2026-04-25 | Pretty negative. It's big news, but a no-revenue R&D partnership like $LWLG and $TSEM.
They have a massive dilution vote from 45m -> 95m shares in 2-3 weeks as well, and I have an extreme distaste for massive dilution cycles.
But I expect people to just buy into the fomo/news anyway. → · 45 likes · 19,544 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 | @SidkMena $LWLG has one developer agreement trial with $TSEM and is valued at $2.2B
$SIVE is shipping lasers that likely ends up in every hyperscaler optical program next year and is valued at $820m
One of the most undervalued opportunities I see today. → · 166 likes · 18,020 views |
| 2026-03-26 | Photonics are not having a fun time.
Laser Companies from:
$LITE, $SIVE, $COHR, $MTSI, $AAOI all down.
Substrate, Foundries, and Epiwafer from:
$IQE, $AXTI, $SOI, $TSEM all down.
Almost everything is red.
From 6% on lower beta like Coherent all the way to to 22%.
Good lesson to learn:
Embr… → · 840 likes · 134,574 views |
| 2026-03-26 | @Alex__0x0 Yeah, everything from $AAOI, $LITE, $MTSI, $TSEM, $COHR, $AXTI, $SIVE, $IQE, Landmark, and others have been strongly outperforming!.
Sometimes you forget the index is down -4% YTD. → · 37 likes · 6,559 views |
| 2026-03-26 | $SIVE at ~$400m MC is a name I genuinely believe...
Institutions missed as the upstream laser chokepoint for hyperscalers.
When you look at $TSEM following my thesis, the stock went up 70% to a $21B+ MC.
Retail flows do not send NASDAQ stocks up $10B+.
Information discovery and synthesis does. E… → · 467 likes · 67,576 views |
| 2026-03-26 | I’m curious…
With $AXTI, $IQE, or $SIVE.
And the many other photonics winners I’ve longed like $LITE that returned 100-1000% over the past few months.
When is it time for the salty folks out there to admit…
That my thesis are just right after all. Instead of downplaying it?
$20B+ companies lik… → · 884 likes · 80,074 views |
| 2026-03-25 | I wouldn't say it's speculative. Hyperscalers have orders completely booked until 2028 from $LITE to $COHR.
Even $TSEM has 70% of their capacity booked and it's low fwd ~20 P/E 2028.
CW/CPO more speculative for photonics, not the pluggable optical transceivers cycle. But compared to memory/GPUs, … → · 131 likes · 42,031 views |
| 2026-03-25 | Bro how is a $20B+ company like $TSEM up 63%…
2 weeks after I go long?
The company was stagnant for like 3 months until my post. https://t.co/fTYqm8ew03 → · 705 likes · 243,214 views |
| 2026-03-25 | Every industry leader...
Especially $AVGO (Physical Layer Products division) in this statement today.
Cites Lasers as a bottleneck for semiconductors.
If you aren't long...
-> CW Lasers: $SIVE | $MTSI
-> EML Lasers: $COHR | $LITE
-> or their foundries in $TSEM/Win Semi
Maybe it's time to wak… → · 729 likes · 279,979 views |
| 2026-03-25 | @beauty_oe 110ドルから185ドルまであっという間に上がりましたよね？ いつでもどうぞ、お役に立てて嬉しいです！
全部を当てられるわけじゃないですが $TSEM がいい感じに動いてくれて良かったです。 → · 20 likes · 3,534 views |
| 2026-03-25 | @beauty_oe あなたも10ドル台から $AXTI をカバーしていましたよね！あそこまで上昇したのは本当に見事です。
今の水準だと少し高値圏にあるので、バリュエーション的にもっと魅力的かもしれない $SIVE や $TSEM といった他の銘柄もシェアしておきたいと思いました。 → · 61 likes · 16,894 views |
| 2026-03-24 | There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Spac… → · 891 likes · 122,897 views |