Show 23 Posts

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  Lin

  2025-12-12 06:06:39

  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

  2025-11-01 06:45:18

  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

  2025-10-29 13:03:08

  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

  2025-10-25 05:40:13

  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

  2025-10-14 06:28:55

  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

  2025-10-09 06:27:22

  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

  2025-09-10 04:20:05

  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

  2025-06-29 04:44:57

  Al Revolution의 3 개의 기둥 : 1. Compute → Chips : $NVDA $TSM $AVGO $MRVL $MU $STX $ASML $AMD $ARM → 에너지 : $VST $CEG $GEV $TLN $NRG $OKLO $SMR $BWXT $AMSC $PWR $LEU → 데이터 센터 : $CRWV $NBIS $CORZ $IREN $AMZN $ORCL $MSFT $GOOGL $GDS $TSSI → 네트워킹 : $CRDO $CLS

  

  

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