Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts As for what's up and coming... Feels like $AMD, $NVDA, and everyone in the industry is clearly going out of their way to procure CW laser supply this year. EML was the market's focus last year w

1.大盘 达子涨当然是好事啊，大盘永远是天，达子永远是老大哥，对存就是利好。 2.存这几天没涨只是这几天没涨，什么都说明不了，这几天没涨，那下个月涨，下下个月涨，谁还记得这几天不涨🤦 3.如果几天不涨就质疑，那所有股票都是在质疑声中涨起来的，特斯拉，spcx，达子 ，amd，intc，哪个不是被骂过来的🤦所有股票都一样的。 4.你可以去买涨的好的，没人拦着你，但是记住跌了不要骂🤦，是你自己选择的… 4.炒股永远是寂寞的，耐不住寂寞就不要炒股，去赌博，去澳门，去赛马，那个贼刺激。 5.很多人期望看我笑话，说实话蛮难看到的，我是人类中少有的耐心和忍耐力极强的人，我几乎已经不会被股价波动影

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

$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

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

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?

My weekend X feed is getting pretty sad. The main things I've seen were: - Harvard endowment going degen with $SPCX, and + $AMD, $NVDA disclosing billions - AI agent microcosm implications on RuneScape - Hormuz getting renamed to Straight of America - Jane Street getting wiped $15B by Citadel -

这.....那甄子丹不演苏妈我不看... Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/JObf7li5X2

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

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

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

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!”

RT @AMD: The feeling’s mutual. 🤝

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

$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

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

$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

$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

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%

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

@aleabitoreddit You going to unpack the AMD - GFS news? Looks pretty tasty for sivers…

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

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

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

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

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

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

amkr是我非常喜欢的股票，我之前也反复提过，看好他的原因很简单，他是美股本土唯一的后封装企业，虽然川普从来没有提过他，但却是完美的川普概念股。简单可以理解成美国自己的台积电。 2022年台积电 Arizona 进机典礼，库克、黄仁勋、苏姿丰都去站台，本质是在为美国本土芯片制造链站台。 后来 Apple 明确宣布：AMKR 的 Arizona 新封装厂，会封装 TSMC Arizona 生产的 Apple Silicon，Apple 将成为 AMKR 这个新厂的第一大客户。 TSMC 负责美国本土晶圆制造； AMKR 负责美国本土先进封装； Apple / NVIDIA / AMD 是关

$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Goo