Show 23 Posts

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  Lin

  Dec 12, 2025 at 06:06 am

  It's hard to be bearish on AI when the hardware providers keep crushing earnings. Semis: $NVDA $AVGO Foundry: $TSM Memory: $SNDK $WDC $STX Electrical: $NVT $VICR Networking: $LITE $CIEN $CRDO $COHR $ALAB $APH Hyperscalers: $GOOGL $AMZN Manufacturing: $CLS $FN $SANM $TER The AI

  

  

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• 
  Lin

  Nov 01, 2025 at 06:45 am

  𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗥𝗶𝗴𝗵𝘁 𝗡𝗼𝘄: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 $BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort

  

  

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• 
  Serenity

  Oct 29, 2025 at 01:03 pm

  Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return. Buckets Mag7 contracts: $CRWV, $NBIS , $WULF, $CIFR With compute: $IREN , $BITF Speculative: $WYFI, $GRRR , $SLNH Miners pivoting to x.com/aleabitoreddit…

  

  

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• 
  Lin

  Oct 25, 2025 at 05:40 am

  Al infrastructure continues to be the leading theme: Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA Neocloud: $NBIS $IREN $CRWV $APLD $GLXY $WYFI Memory: $SNDK $STX $MU $WDC $PSTG Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC Networking: $CIEN $CLS $CRDO $RMBS $ANET $APH

  

  

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• 
  Lin

  Oct 14, 2025 at 06:28 am

  𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝘀𝘁𝗼𝗰𝗸𝘀: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀 $NBIS Nebius $HOOD Robinhood $CRWV CoreWeave $CLS Celestica $SYM Symbotic $STX Seagate $INSM Insmed $PLTR Palantir $MU Micron $UI Ubiquiti $BABA Alibaba $GEV GE Vernova $NET Cloudflare $NRG NRG

  

  

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• 
  TBU

  Oct 09, 2025 at 06:27 am

  bubble boy generalist starter pack: - $STX $20 of EPS by 20x - $MU $20-25 of RR EPS by 12.5x - $CLS cuz it's up a lot - $SFBY as "cheap" OpenAI exposure (PT=infinity) - scouts in $RGTI $IONQ $QBTS - won't add to $NVDA because "my cost basis is like $30 bro"

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• 
  Lin

  Sep 10, 2025 at 04:20 am

  The 3 Drivers of the AI Revolution 1. Compute: → Chips: $NVDA $TSM $AVGO $AMD $ASML $ARM → Storage: $MU $STX $PSTG $WDC → Networking: $CRDO $ALAB $RMBS $CIEN $ANET $CLS $VRT → Energy: $BE $TLN $VST $CEG $GEV $OKLO $SMR $LEU $NRG $AMSC $MPWR → Data Centers: $NBIS $CRWV

  

  

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• 
  Lin

  Jun 29, 2025 at 04:44 am

  Les 3 piliers de la révolution Al: 1. Compute → Chips: * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 * 9 → Énergie: * 10 * 11 * 12 * 13 * 14 * 15 * 16 * 17 * 18 * 19 * 20 → Centres de données: * 21 * 22 * 23 * 24 * 25 * 26 * 27 * 28 * 29 * 30 → Réseautage: * 31 * 32

  

  

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