Serenity (X Mirror) 1 month ago

I hope there's someone at X can fix this subscription bug. Many people are reporting that subscriptions don't renew anymore. [Source: https://x.com/aleabitoreddit/status/2077741631135191234]

Serenity (X Mirror) 1 month ago

Anthropic to IPO as early as October per Bloomberg. This is following their $65B financing at a $965 billion valuation last May. Hmm, would you all invest in Anthropic at a $1T+ valuation? [Source: https://x.com/aleabitoreddit/status/2077437150715666900]

Serenity (X Mirror) 1 month ago

$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI [Source: https://x.com/aleabitoreddit/status/2077421268991926703]

Serenity (X Mirror) 1 month ago

$NVDA CEO, Jensen Huang in Tokyo today said: "The reports are not true. Vera Rubin is already in production. Giant amounts of production incoming" As a flat denial to the accusation that their AI servers would be delayed. Jensen appears to be using the Umbrella term for Rubin [Source: https://x.com/aleabitoreddit/status/2077406548012466390]

Serenity (X Mirror) 1 month ago

Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be: 1. Winbond (2344): ~15% of the SLC NAND market 2. Macronix (2337): ~11% market share 3. SkyHigh

[Source: https://x.com/aleabitoreddit/status/2077228758491386121]

Serenity (X Mirror) 1 month ago

$AEHR back up +36.4% today off earnings! 2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer). Q4 bookings: $60.7M, effective backlog is $100.6M. - Lead AI

[Source: https://x.com/aleabitoreddit/status/2077208587005542464]

Serenity (X Mirror) 1 month ago

$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to say the least, seeing Nebius drop -5% off the news today. Also... counterparty to get this done

[Source: https://x.com/aleabitoreddit/status/2077044786402660829]

Serenity (X Mirror) 1 month ago

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,

[Source: https://x.com/aleabitoreddit/status/2077039373711970804]

Serenity (X Mirror) 1 month ago

So Jensen himself went out to do damage control with $NVDA delays reports apparently: 1. Jensen Huang said no delays: - 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay. - Debunked the rumor that the

[Source: https://x.com/aleabitoreddit/status/2076846994614792663]

Serenity (X Mirror) 1 month ago

TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations" Prob most important takeaway as a whole was 800G demand revision (also longer tail demand). [Source: https://x.com/aleabitoreddit/status/2076808331453415674]

Serenity (X Mirror) 1 month ago

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

[Source: https://x.com/aleabitoreddit/status/2076748688559587338]

Serenity (X Mirror) 1 month ago

Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL. - PCB [Source: https://x.com/aleabitoreddit/status/2076467953995071881]

Serenity (X Mirror) 1 month ago

Looks like the Strait of Hormuz is open for the 50th time this year per Trump. I’m getting tired looking at macro. [Source: https://x.com/aleabitoreddit/status/2076372905450188998]

Serenity (X Mirror) 1 month ago

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 [Source: https://x.com/aleabitoreddit/status/2076266613675069628]

Serenity (X Mirror) 1 month ago

So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis

[Source: https://x.com/aleabitoreddit/status/2076248337863639506]

Serenity (X Mirror) 1 month ago

Apparently, Korean Beauty was where all the alpha is. APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC. Every female I know talks about their "Medicube" stick, then buying products... where you put a whole salmon's family tree on your face

[Source: https://x.com/aleabitoreddit/status/2076030743655109063]

Serenity (X Mirror) 1 month ago

Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL. By building their own ecosystem instead of being sucked into another. It's been awhile since $GOOGL, Apple, Microsoft, and others had some genuine disruptors. [Source: https://x.com/aleabitoreddit/status/2075894311741440041]

Serenity (X Mirror) 1 month ago

Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%". Rosenblatt TLDR: They've already modeled for this, even though each XPU [Source: https://x.com/aleabitoreddit/status/2075645547978084371]

Serenity (X Mirror) 1 month ago

Rosenblatt on recent optical sector weakness from $AAOI to $LITE: "Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares. "We think short sellers... do not actually strongly believe in the thesis." Multiple [Source: https://x.com/aleabitoreddit/status/2075634064518955297]

Serenity (X Mirror) 1 month ago

Sk Hynix is now trading under $SKHYV! It's now up an insane 16%. I wonder how Sk Hynix over in Korea is going to react on Monday. [Source: https://x.com/aleabitoreddit/status/2075611260771852590]