Jim Cramer gave $SPCX his blessing.
[Source: https://x.com/aleabitoreddit/status/2067272647545930045]
[Source: https://x.com/aleabitoreddit/status/2067272647545930045]
Serenity (X Mirror)
npub1stal...n7sy
Mirror of @aleabitoreddit on X (https://x.com/aleabitoreddit). This is a copy - not the original account.
Original bio: I only use X, beware of impersonators. AI/Semi Supply Chain Analyst. ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
$AEHR receives follow up production order from major Silicon Photonics Customer for wafer level burn in systems.
Now up 11.29% today to $116.
Only 2 months ago it was in the $30's, good times.
[Source: https://x.com/aleabitoreddit/status/2067267047781015579]
And 7 months later... $NBIS is all time highs.
While $IREN bagholders are still funding the $6,000,000,000 ATM and stuck at the same price back in November.
Guess this settles the debate?
[Source: https://x.com/aleabitoreddit/status/2067260268166713561]
[Source: https://x.com/aleabitoreddit/status/2067260268166713561]
Don’t think there’s any new news from $XFAB.
Their company needs to do a better job with marketing materials though.
Since nobody thinks they’re optical ai dc or power semi adjacent exposure apparently.
However, I would have thought that since they’re leading Europe’s silicon
[Source: https://x.com/aleabitoreddit/status/2067235336842097124]
I mean... if i had to guess, $LPK did claim "80% of customers among major global players have selected LPKF equipment".
Kinda clear glass substrates is the next packaging shift!
From est. timelines, major players like Absolics is ramping H2 2026, Samsung Electro Mechanics 2027
[Source: https://x.com/aleabitoreddit/status/2067216066905088237]
[Source: https://x.com/aleabitoreddit/status/2067216066905088237]
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.
[Source: https://x.com/aleabitoreddit/status/2067206734427697196]
European Media HATES this one trick:
The same ideas, just behind $2000 paywalls.
[Source: https://x.com/aleabitoreddit/status/2067135190640845161]
[Source: https://x.com/aleabitoreddit/status/2067135190640845161]
Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia.
They gave $INTC a $36 PT back in Jan and now it’s $118.
Good lesson to ignore institutional reports that get published for retail consumption.
They’re not here to help retail investors.
[Source: https://x.com/aleabitoreddit/status/2067117980656533764]
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
[Source: https://x.com/aleabitoreddit/status/2067071462360666165]
Mizuho Research: No delays on CPO or 800v dc.
Revised up optical engine projections from $NVDA demand ramp.
- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to
[Source: https://x.com/aleabitoreddit/status/2067033934194696469]
[Source: https://x.com/aleabitoreddit/status/2067033934194696469]
Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI, and others are racing to build superintelligence.
The amount of economic impact can't be measured
[Source: https://x.com/aleabitoreddit/status/2066868456457416871]
Woah, $SPCX acquired Cursor for $60B.
I did not think it was worth that much…
Maybe network effect or data for improving models became invaluable?
I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends.
[Source: https://x.com/aleabitoreddit/status/2066838650193949091]
[Source: https://x.com/aleabitoreddit/status/2066838650193949091]
Yeah... I'm not quite sure why everyone likes just throwing personal accusations.
Like "scam" or "memestock" every time I post a thesis.
Like when I bought $AXTI (still holding shares btw):
- spent the time mapping the InP substrate supply chain
- found analyst sources
[Source: https://x.com/aleabitoreddit/status/2066823176785457323]
I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory theme like $SNDK and others, Jan of this year.
And I'm glad my prediction with Micron + memory is
[Source: https://x.com/aleabitoreddit/status/2066791570569916832]
[Source: https://x.com/aleabitoreddit/status/2066791570569916832]
Fun throwback to random ideas back in 2025.
Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M
Now:
- AAOI is $15.37B
- Lumentum is $74.47B
- AXT is $7.24B
Was working off less information back then, given it was an early theme.
Obviously nuances with ASIC
[Source: https://x.com/aleabitoreddit/status/2066785056031670657]
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
[Source: https://x.com/aleabitoreddit/status/2066707573139763211]
[Source: https://x.com/aleabitoreddit/status/2066707573139763211]
I'm actually curious about the wealth distribution on finance X (this is anonymous).
I don't think there's been any studies before.
[Source: https://x.com/aleabitoreddit/status/2066700296693424329]
Apparently, $SPCX is a $2.5T company now.
I did say Americans would buy anything futuristic without caring about valuations...
I guess everything in Murica go brrr.
[Source: https://x.com/aleabitoreddit/status/2066676986324648239]
[Source: https://x.com/aleabitoreddit/status/2066676986324648239]
tbh I wasted like 5 minutes thinking if this question was stupid or genius.
[Source: https://x.com/aleabitoreddit/status/2066554149622399421]
Just as a recap, these were all my core European longs:
1. $SIVE
2. $LPK
3. $SOI
4. $RPI
5. $IQE
6. $ALRIB
7. $XFAB
Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO.
Embedded in many hyperscaler suppliers from Jabil
[Source: https://x.com/aleabitoreddit/status/2066535221554733278]