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@TheValueist Avatar @TheValueist TheValueist

Several companies, including Ciena, Amphenol, and GE Vernova, have reported strong earnings and are seeing significant growth driven by the increasing demand for artificial intelligence (AI) and data center infrastructure. Ciena's revenue rose to $XXXX billion, with management guiding Q4 revenue to be strong, while Amphenol's sales were up XX% reported and XX% organically. GE Vernova's orders rose XX% organically, driven by demand for power generation and grid solutions.

Engagements: XXXXXX #

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Mentions: XXX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #3747 technology brands XXXXX% finance XXXXX% cryptocurrencies #2931 countries XXXX% celebrities XXXX% vc firms #234 travel destinations XXXX% currencies XXXX% formula 1 XXXX%

Social topic influence ai 22.22%, $nvda #162, bloomberg #71, $sndk #17, gas #1717, $lite #6, $googl #1590, nvda #56, business 4.04%, $avgo #57

Top accounts mentioned or mentioned by @realjimchanos @michaeljburry @institlpgp @awscloud @geoffreykarren @grok @shanumathew93 @elonmusk @prospero_ai @joinyellowbrick @abhiy2020 @mf_camillus @ballerdk22 @discountedbtc @d27357 @alliancenewscom @aws @visualcap @clay @secretarywright

Top assets mentioned NVIDIA Corp. (NVDA) Sandisk Corporation Common Stock (SNDK) Lumentum Holdings Inc. Common Stock (LITE) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Coherent Inc (COHR) Arweave (AR) SATS (Ordinals) (SATS) Windoge98 (EXE) EQT, Corp. (EQT) Comstock Resources, Inc. (CRK) Vertiv Holdings Co (VRT) Bloom Energy Corporation (BE) Micron Technology, Inc. (MU) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) FLEX Coin (FLEX) Coldstack (CLS) Snowflake, Inc. (SNOW) Ciena Corporation (CIEN) Applovin Corporation (APP) Oracle Corporation (ORCL) Western Digital Corp (WDC) Morgan Stanley (MS) Power Integrations Inc (POWI) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) DigitalBridge Group, Inc. (DBRG) Powell Industries Inc (POWL) NextEra Energy Inc (NEE) KEYS (KEYS) Corning Incorporated (GLW) Microsoft Corp. (MSFT) CoreWeave, Inc. (CRWV) Arista Networks Inc (ANET) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Redwire Corporation (RDW) Alibaba Group (BABA) MongoDB, Inc. (MDB) Amkor Technology Inc (AMKR) Marvell Technology Inc (MRVL) EchoStar Corporation (SATS) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"$ACMR ACM Research: Geopolitics Growth and Valuation Gaps"
X Link 2025-12-10T04:27Z 7287 followers, 1492 engagements

"The December 2025 Federal Open Market Committee (FOMC) decision and Summary of Economic Projections (SEP) together describe a central bank that has pivoted more decisively into a riskmanagement easing phase while remaining committed to a gradual shallow path of rate cuts and a relatively high estimate of the neutral rate. The Committee lowered the target range for the federal funds rate by XX bp to 3.503.75% with a midpoint of XXXXX% explicitly citing elevated uncertainty a slowing labor market and a rise in downside risks to employment even as inflation has moved up since earlier in the year"
X Link 2025-12-10T19:35Z 7287 followers, XXX engagements

"$NVDA $4938 (Bloomberg) -- Pegatron entered into a collaboration with Together AI and 5C to deliver AI infrastructure. Pegatron RA4802-72N2 is built on NVIDIA GB300 NVL72 and Pegatron AS401-2T0-8H1 based on NVIDIA HGX B200 RA4802-72N2 systems for Together AIs deployment are being manufactured in Texas Deployed Pegatron AS401-2T0-8H1 liquid-cooled racks based on NVIDIA HGX B200 Initiatives collectively deliver an L12 total solution capacity"
X Link 2025-11-18T02:50Z 7232 followers, XXX engagements

"$LITE The Mizuho initiation on Lumentum on 11/18/25 frames the company as a highleverage beneficiary of the AI data center optical transition with the core claim that LITE will monetize 48x bandwidth growth inside AI data centers through leadership in InP EML lasers early positioning in copackaged optics (CPO) lasers for NVIDIA and MEMSbased optical circuit switches (OCS) for hyperscalers. The report projects revenue rising from $1.6B in FY25 to $4.2B in FY28 a XX% CAGR with EPS increasing from $XXXX to $XXXXX a XX% CAGR and gross/operating margins expanding from 34.7%/9.7% to 42.4%/25.4%. At"
X Link 2025-11-25T20:44Z 7202 followers, 33.7K engagements

"$SNDK $285A $MU I take this as a bullish sign and that the NAND market will continue to be tight for some time. (Bloomberg) -- Japan and the US are considering building a NAND flash memory plant in the US through a public-private partnership with Kioxia Holdings and SanDisk seen as the main investors Nikkan Kogyo reports without attribution. Move comes as demand for AI data centers surges Nikkan Kogyo flags challenges to plan including disagreements over capital structure and management control as well as potential Chinese regulatory issues Nikkan Kogyo says in a separate report that Kioxia"
X Link 2025-11-28T10:18Z 7203 followers, 9228 engagements

"$BABA The 2025 Edward KY Chen Distinguished Lecture at the University of Hong Kong featured Joe Tsai cofounder and chairman of Alibaba Group in a fireside conversation on the technological drivers of Chinas economic growth over the next XX years. The discussion was framed by Chinas stated ambition to move from approximately USD 20T GDP today to roughly USD 24T by 2030 and toward c. USD 30k GDP per capita by 2035 implying sustained real growth of c. X% plus moderate inflation. Tsai positioned artificial intelligence underpinned by electricity data centers engineering talent and opensource"
X Link 2025-11-29T05:23Z 7223 followers, 1791 engagements

"$CRDO @geoffreykarren (Bloomberg) -- Credo Technology rose XX% postmarket trading after the company reported revenue for the second quarter that beat the average analyst estimate. The shares of competitor Astera Labs gained 3%. SECOND QUARTER RESULTS Revenue $XXXXX million vs. $XXXX million y/y estimate $XXXXX million (Bloomberg Consensus) Adjusted EPS 67c vs. 7.0c y/y estimate 49c Gross margin XXXX% vs. XXXX% y/y COMMENTARY AND CONTEXT Sees 3Q Rev. $335M-$345M Est. $247.5M Sees 3Q Adj. Gross Margin 64%-66% Est. XXXX% These are the strongest quarterly results in Credos history and they"
X Link 2025-12-01T23:56Z 7189 followers, 8095 engagements

"Here's a little bit of common sense: $CRDO would not be crushing numbers and guidance if there were not millions of $NVDA GPUs being installed and slated to be installed around the world"
X Link 2025-12-02T00:58Z 7168 followers, 4267 engagements

"$CRDO $NVDA $AMZN $GOOGL It is all of it. Credos own disclosure doesnt support attributing the beat/raise to any single accelerator stack. On the call they were explicit that the upside is coming from very large AI cluster builds at X domestic hyperscale customers not from a particular chip vendor. Management also stressed that Credo is computeagnostic its AECs/retimers sit in the Ethernet/PCIe fabric and are used in merchant GPU racks ASIC racks even CPU servers and that they are not really able to break out the percentage of internally developed vs commercially available GPUs and dont"
X Link 2025-12-02T01:48Z 7186 followers, 20.3K engagements

"$MDB (Bloomberg) -- MongoDB shares are up XX% in extended trading after the database software company reported stronger-than-expected results. It also raised its full-year forecast. Among peers: Datadog +3.2% Snowflake +2.9% RBC Capital Markets (outperform PT $405) MongoDB reported a strong quarter including beats on both top and bottom lines and guidance that came in ahead of consensus for 4Q and a FY26 raise across the board Vital Knowledge The results are very robust driven by both healthy sales and margin expansion while the outlook is bullish Bloomberg Intelligence The results should"
X Link 2025-12-02T04:43Z 7248 followers, 1036 engagements

"$AMKR 52w high. The only US-based OSAT and will be heavily leveraged to $TSM Arizona. I've shared a good bit on the company if you want to search my timeline for more info"
X Link 2025-12-02T15:35Z 7249 followers, 4293 engagements

"$MRVL (Bloomberg) -- Marvell Technology reported adjusted earnings per share for the third quarter that beat the average analyst estimate. THIRD QUARTER RESULTS Adjusted EPS 76c vs. 43c y/y estimate 74c (Bloomberg Consensus) EPS $XXXX vs. loss/shr 78c y/y Net revenue $XXXX billion +37% y/y estimate $XXXX billionData center revenue $XXXX billion +38% y/y estimate $XXX billion Consumer revenue $XXXXX million +21% y/y estimate $XXXXX million Carrier infrastructure Revenue $XXXXX million +98% y/y estimate $XXXXX million Enterprise networking Revenue $XXXXX million +57% y/y estimate $XXXXX million"
X Link 2025-12-02T22:21Z 7230 followers, 4326 engagements

"$SNDK Executive Summary: The UBS Global Technology and AI Conference discussion with Sandisks Chairman & CEO David Goeckeler and CFO Luis Visoso underscored managements conviction that the NAND industry has structurally shifted to a more capital-intensive supply-disciplined regime and that Sandisk is deliberately managing bit supply to mid-teens growth despite unconstrained demand that would support low-20s% growth or higher. Management argued that the historical playbook of using new nodes to regain cost competitiveness and drive TAM expansion ended spectacularly in the last downturn as 3D"
X Link 2025-12-03T08:09Z 7184 followers, 5176 engagements

"$NVDA $EQIX $DLR @RealJimChanos Chanoss post misframes the economics of data centers by treating all MW as if it were the same commodity and by comparing greenfield build cost to the enterprise value of fully stabilized network-dense platforms like Equinix and Digital Realty. The $1015M/MW number he cites is essentially what it costs a developer to pour concrete pull power and build an AI compute barn in a low-cost power-rich location with full development lease-up and execution risk still ahead of them. The $3040M/MW figure on EQIX/DLR is not the cost of a box with power; it is the market"
X Link 2025-12-03T14:01Z 7198 followers, XXX engagements

"$SNOW $PLTR Executive summary: The Databricks webinar with 3M Workday and Reckitt is a clean highsignal snapshot of where agentic AI actually sits in large enterprises: very early fragile and heavily constrained. The panelists could not point to a single flagship internal agentic AI use case; their most tangible production deployments remain document summarization search and basic copilots. Databricks Field CTO was explicit that generating agent code is not the bottleneck; the hard problems are testing constraining behavior governing unstructured data and maintaining agents whose effective"
X Link 2025-12-03T18:47Z 7225 followers, 1677 engagements

"Feels like the shorts are trying to flush the paper hands. Nothing has changed. $SNDK"
X Link 2025-12-03T20:25Z 7123 followers, 2976 engagements

"On a dollars-per-MMBtu basis the price difference between U.S. and European gas markets reflects structural differences in market design and resource endowment plus the physical cost of converting U.S. pipeline gas into LNG and delivering it into European hubs. Henry Hub is the primary benchmark for U.S. pipeline gas. Over the last decade Henry Hub has averaged roughly $4.10/MMBtu about XX% below the prior decades average reflecting abundant shale production and the depth of the North American pipeline grid. In contrast European hub prices (TTF and related markers) have traded structurally"
X Link 2025-12-04T15:34Z 7245 followers, 1389 engagements

"$LITE Executive Summary: The UBS Global Technology and AI Conference transcript presents Lumentum under a new CEO as a leveraged play on AI-driven optical infrastructure with demand visibility stretching at least through 2027 and the business currently constrained far more by manufacturing capacity than by end-market demand. Management frames the present AI build-out as structurally larger than prior semiconductor cycles stating that the Boards original forecast used to recruit the CEO was understated probably by a factor of X and that the current demand wave dwarfs even the WiFi cycle."
X Link 2025-12-04T20:29Z 7202 followers, 5417 engagements

"Take a stab long at $BWXT here"
X Link 2025-12-04T23:56Z 7228 followers, XXX engagements

"$APP Executive Summary: At the UBS Global Technology and AI Conference AppLovin presented a business that was structurally advantaged in mobile gaming advertising building a second major growth vector in web/e-commerce advertising and operating with unusually high profitability and capital efficiency. The companys MAX marketplace is described as the dominant supply aggregation layer in mobile gaming growing supply at a double-digit annual rate as most gaming companies now use MAX while the Axon machine learning engine on the demand side is characterized as improving continuously through both"
X Link 2025-12-05T01:00Z 7228 followers, 3190 engagements

"$SATS Starlink is crushing it with their airline wifi wins. Plus this: Elon Musk's satellite internet service provider Starlink recently filed a trademark hinting at the SpaceX subsidiary's possible mobile network carrier plans in the future. (Bloomberg) -- Korean Air alongside Asiana Airlines Jin Air Air Busan and Air Seoul that are part of the Hanjin Group will introduce SpaceXs Starlink high-speed in-flight Wi-Fi to their fleets. Installation preparation and testing to begin later this year Rollout schedules to vary by carrier with earliest service introduction expected in 3Q 2026 Starlink"
X Link 2025-12-05T16:33Z 7226 followers, 1631 engagements

"$DBRG @RealJimChanos JPMorgan analyst Richard Choe notes Bloomberg reported that Softbank (SFTBY) is in talks to acquire DigitalBridge (DBRG). While also noting that DigitalBridge has been in press reports before about being a potential M&A target the firm believes the specifics from the Bloomberg report and the well-known AI and technology focus for Softbank "give confidence that a potential deal is being discussed." The firm which sees "an attractive takeout price" of $XX per share on its 2026 estimates and "a high-end valuation range" of $30-$35 per share if looking out to its 2027"
X Link 2025-12-05T18:17Z 7196 followers, 1128 engagements

"Key prints I am tracking to the year-end"
X Link 2025-12-05T18:21Z 7230 followers, XXX engagements

"I am bullish on $SKH and if you are willing/able to hold +12 months you will make money from here. I am more bullish on NAND vs. DRAM structurally as summarized in the post below. $SNDK $MU"
X Link 2025-12-05T18:28Z 7158 followers, 3948 engagements

"Over the past year I've received at least five proposals to invest in SpaceX via an SPV. It's fees on top of fees. Whatever you do do not do that. If you want access to SpaceX/Starlink simply buy $SATS or don't do anything. There is tremendous complexity to investing in an SPV structure (especially when trying to receive proceeds from an IPO) that the promoters don't explain or that is not apparent when you're initially investing"
X Link 2025-12-05T20:14Z 7246 followers, 3610 engagements

"The near-term question for $SNDK is what $MU can say in their earnings call on 12/18/25 that will be substantially detrimental to the NAND market and SNDK's positioning As I run through the various possibilities I don't see much and I always need to be prepared to be surprised"
X Link 2025-12-05T20:54Z 7168 followers, 9107 engagements

"$SNDK $MU Microns 12/18 call matters for Sandisk because the market is assuming: 1) a multiyear tight NAND upcycle driven by AI and datacenter demand 2) disciplined industry supply and structurally higher NAND pricing 3) no major technology or scale disadvantage for Sandisk versus the big integrated players and 4) improving returns despite high capex. Any Micron commentary that undermines those assumptions can directly hit Sandisks earnings expectations perceived structural positioning and valuation. The most straightforward negative outcome would be a reset lower in Microns NAND demand"
X Link 2025-12-05T21:53Z 7168 followers, 6448 engagements

"You hedge and manage your exposure as you see fit. That's on you. These are four longs that I have high conviction in for 2026 that are tied to the GAI CapEx cycle and are GPU infrastructure agnostic. $SNDK $WDC $LITE $COHR"
X Link 2025-12-06T00:53Z 7175 followers, 3091 engagements

"I don't know about the quarter but if you're willing and able to hold $CIEN to 12/31/26 you'll be in very good shape"
X Link 2025-12-06T02:34Z 7225 followers, 2190 engagements

"It looks like someone needs to contact BBG and tell them to update their database. Or maybe the SEC has it wrong $BE"
X Link 2025-12-06T04:31Z 7225 followers, 5375 engagements

"$POWL The move in Henry Hub toward roughly $5.3/mmBtu with a similar stepup across the forward strip is a net positive for Powell but with the impact concentrated in mediumterm order opportunity rather than nearterm earnings. The companys Oil & Gas exposure is now heavily weighted to naturalgaslinked infrastructure (LNG liquefaction/export gas processing pipelines and gasfired generation) and management has repeatedly highlighted fundamentals of the US natural gas market and the pipeline of LNG projects as key drivers behind its decision to expand Jacintoport capacity and its expectation of"
X Link 2025-12-07T02:31Z 7240 followers, 2151 engagements

"$NFLX $WBD Netflix Acquires Warner Bros. Discovery Studios: Impact and Risk"
X Link 2025-12-08T03:07Z 7240 followers, 2653 engagements

"$MS $NVDA Morgan Stanley Robot Almanac: $XX Trillion TAM - 12/7/25"
X Link 2025-12-08T03:47Z 7240 followers, 1902 engagements

"$META $NEE (Bloomberg) -- NextEra Energy Resources and Meta Platformsreached approximately XXX gigawatts of clean energy contracts through XX power purchase agreements and two energy storage agreements to support Metas data center operations. Projects span ERCOT SPP and MISO markets plus New Mexico installations Agreements include XXX GW of solar energy and XXX MW of battery storage Projects scheduled to come online between 2026 and 2028 creating up to 2440 construction jobs Collaboration builds on nearly XXX MW of operating projects from previous agreements"
X Link 2025-12-08T12:41Z 7248 followers, 1218 engagements

"$SNDK JPMorgan initiated coverage of SanDisk with a Neutral rating and $XXX price target. The firm says Sandisk offers leverage to the artificial intelligence-driven enterprise solid state disk "supercycle" with a "structurally advantaged" cost base via its Kioxia joint venture. However JPMorgan views the company's current pricing power as a cyclical peak rather than a structural reset"
X Link 2025-12-08T12:46Z 7240 followers, 4059 engagements

"The one sport where you stand a chance if you're not built like LeBron James"
X Link 2025-12-08T14:12Z 7245 followers, 1299 engagements

"$IBM $CFLT IBMs agreement to acquire Confluent for $31/share in cash implying an $11B enterprise value represents a deliberate escalation of IBMs pivot into higher-growth AI-centric software and data infrastructure. The consideration equates to roughly a XX% premium to Confluents unaffected close of $XXXXX on X December 2025 and a substantially larger premium to where the stock traded before Confluents strategic review process began in October. The transaction will be funded with IBMs cash on hand has support agreements from Confluents largest shareholders representing approximately XX% of"
X Link 2025-12-08T14:44Z 7246 followers, 1895 engagements

"I'd love to see people start sharing their GMRR (Gross Margin Recurring Revenue) metric. $NVDA"
X Link 2025-12-08T17:53Z 7245 followers, 1124 engagements

"Gas fire generation. $EQT $EXE $AR $CSK"
X Link 2025-12-08T18:51Z 7249 followers, 2638 engagements

"$SARO looks like one to dig into"
X Link 2025-10-13T17:32Z 7249 followers, 2946 engagements

"$KEYS Keysights Q4 2025 earnings call made clear that AI accelerated compute and associated data center and networking infrastructure are now central to the companys growth profile. Management explicitly framed AI and accelerated compute as the first of the major innovation waves reshaping its markets and repeatedly linked double-digit growth in key businesses to AI infrastructure build-outs hyperscaler cluster deployments silicon photonics and AI-oriented semiconductor capacity expansion. While the term generative AI was not used explicitly the discussion focused on the hardware and"
X Link 2025-11-25T16:24Z 7251 followers, 2264 engagements

"An opportunity might arise from the weakness created by this block trade. ------- $COHR (Bloomberg) -- Bain Capital offered a block of Coherent Corp. shares for as much as $XXXX billion according to people familiar with the matter as the private equity firm continues to sell down its stake in the laser equipment maker. The Boston-based firm is selling XXX million shares in an offering marketed at $XXXXXX to $XXXXXX per share representing a discount of as much as X% to Mondays closing price according to the people who asked not to be identified because the information is private. Goldman Sachs"
X Link 2025-11-25T17:19Z 7265 followers, 3612 engagements

"$LITE $COHR Ive shared a similar post to this about CPO lasers before and here it goes one more time. Within the CPO stack the most direct economic leverage is in external laser sources (ELS) based on highpower InP DFB/EML devices. These lasers sit offpackage and feed multiple siliconphotonics engines so a small group of InP laser vendors effectively controls a disproportionate amount of value. The companies with the clearest positive leverage to CPO lasers are Lumentum Coherent Furukawa Electric Sivers Semiconductors (Sivers Photonics) POET Technologies (through ELS modules) and a set of"
X Link 2025-11-25T22:00Z 7265 followers, 29.6K engagements

"$COHR The relationship between Bain Capital and Coherent dates back to March 2021 when Bain Capital committed to a substantial equity investment in II-VI Incorporated to support its acquisition of Coherent Inc. in a competitive bidding war that also involved Lumentum. Bain Capital ultimately invested approximately XXXX billion dollars in Series B Convertible Preferred Stock across two tranches. The first tranche consisted of XXX million dollars in Series B-1 Convertible Preferred Stock issued at signing in March 2021 with a conversion price of XX dollars per share. The second tranche"
X Link 2025-11-25T22:44Z 7265 followers, 3725 engagements

"$ACA Arcosa"
X Link 2025-11-27T11:48Z 7262 followers, 1203 engagements

"$285A $SNDK Bain Capitals relationship with Kioxia is the product of a complex politically constrained carveout of Toshibas memory business in 20172018 followed by a multiyear process of deleveraging attempted strategic consolidation and a delayed exit via IPO and secondary selldowns. It combines classic private equity LBO logic with semiconductor industry cyclicality and Japanese technonationalist constraints. Toshiba entered the sale process under acute financial stress. Massive writedowns at its U.S. nuclear subsidiary Westinghouse drove a solvency crisis and put the group at risk of"
X Link 2025-11-29T15:14Z 7265 followers, 5629 engagements

"Large OI for the $EQT 1/21/28 c70 for $10.50; seems interesting"
X Link 2025-12-02T02:56Z 7249 followers, 2885 engagements

"$EQT $EXE $AR $CRK Gas tracker and NG strip pricing. EQT EXE AR RRC EOG CTRA CRK and GPOR span a wide spectrum from almost puregas producers to liquidsheavy portfolios. The relative mix of natural gas NGLs and oil in proved reserves and current production is the key driver of each companys cash flow sensitivity to Henry Hub vs liquids benchmarks. The figures below refer to 2024 yearend reserves and 2024 fullyear production (or nearest available runrate) unless otherwise stated. EQT Corporation (EQT) has one of the purest drygas profiles in the group. EQTs 2024 Form 10K reports total proved"
X Link 2025-12-02T15:18Z 7266 followers, 5093 engagements

"$PSTG earnings today. Let's hope they don't pour water on the Memory Mafia super cycle"
X Link 2025-12-02T16:46Z 7265 followers, 1356 engagements

"$BABA $BIDU The Bloomberg Intelligence China AI 2026 Outlook portrays a structural divergence between Chinas AI reality and the equity market narrative. China is building a vast state-directed AI infrastructure that will likely deliver meaningful productivity gains to the real economy while leaving listed AI-exposed companies with low returns on capital compressed margins and extended payback periods. The report argues that Chinas AI strategy is explicitly economy-first and shareholder-last: private platforms such as Alibaba Baidu and SenseTime have become quasi-public utilities subsidizing a"
X Link 2025-12-02T17:33Z 7253 followers, 1745 engagements

"$PSTG has officially been excommunicated from the Memory Mafia. (Bloomberg) -- Pure Storage forecast revenue for the fourth quarter of $XXXX billion to $XXXX billion. FOURTH QUARTER FORECAST Sees revenue $XXXX billion to $XXXX billion estimate $XXXX billion (Bloomberg Consensus) Sees adjusted operating income $XXX million to $XXX million estimate $XXXXX million 2026 YEAR FORECAST Sees revenue $XXXX billion to $XXXX billion saw $XXXX billion to $XXXX billion estimate $XXXX billion THIRD QUARTER RESULTS Adjusted EPS 58c vs. 50c y/y estimate 58c Revenue $XXXXX million +16% y/y estimate $956.1"
X Link 2025-12-02T21:09Z 7269 followers, 2499 engagements

"$EQT $EXE $AR $CRK Updated gas tracker. NG hits $X for the first time since 2022"
X Link 2025-12-03T15:59Z 7265 followers, 1639 engagements

"I own leap bull spreads on $SNDK . Ive shared about it previously. I will sit and wait unless there is some drastic/exogenous event. There is still plenty of room to go"
X Link 2025-12-03T20:39Z 7254 followers, 8871 engagements

"You couldnt have a better person in the drivers seat than @SecretaryWright to manage high gas prices. There is a significant quantity of LNG export capacity coming online in the US. $EOG $EXE $AR $CRK - (Bloomberg) -- US natural gas futures hit $X for the first time in almost three years as cold mid-December forecasts raised demand for the fuel thats expected to play a large role in the energy landscape amid the artificial intelligence boom. January futures settled at $XXXXX per million British thermal units on Nymex the highest closing price since December 2022 according to data compiled by"
X Link 2025-12-03T20:51Z 7266 followers, 2392 engagements

"$LITE $COHR Executive Summary: At current prices Coherent (COHR) trades on roughly 34x nextfourquarters P/E and 20x EV/EBITDA versus about 47x and 31x respectively for Lumentum (LITE) implying a 4070% valuation premium for LITE depending on the metric. Both stocks are extremely rerated versus their own histories COHR is about 1.81.9x its 5year average P/E and EV/EBITDA and sits around XXX standard deviations above its historical P/E while LITE is roughly 2.4x its 5year average P/E and nearly XXX standard deviations rich. Yet consensus growth expectations are also very different: from the last"
X Link 2025-12-04T16:53Z 7255 followers, 11.6K engagements

"Gas-fired intelligence is so hot right now. $BE (Bloomberg) -- Situational Awareness reported a position in Bloom Energy Corp. in the third quarter XXX percent of the company's outstanding stock. For the company's full holders list click here. The hedge fund manager reported XXXX million shares with a current market value of $XXXXX million according to its 13F filing with the Securities and Exchange Commission At the end of the quarter industrials comprised XX percent or $XXXXX million of the hedge fund manager's total equity holdings of $XXXX billion disclosed in the 13F Bloom Energy traded"
X Link 2025-12-05T04:17Z 7265 followers, 10.7K engagements

"Gas-fired intelligence is on a roll. $EOG $EXE $AR $CRK"
X Link 2025-12-05T13:40Z 7265 followers, 8050 engagements

"I am noticing that the tech/GAI companies are releasing much more information and color about their business processes and expectations going forward at the various broker conferences. Definitely worth staying close to them. Raymond James and Barclays are coming up and UBS just happened which I shared a fair bit of information on"
X Link 2025-12-05T15:23Z 7265 followers, 1261 engagements

"Looking at the $SNOW 1/21/28 c300 . The call wasn't as poor as the stock's reaction suggests"
X Link 2025-12-05T18:02Z 7260 followers, 1566 engagements

"Bears tried to shake the $SNDK longs loose. next earnings on 2/20/26 and $MU earnings on 12/18/25 which will provide some color on the NAND market. $ORCL earnings on 12/10/25 $AVGO on 12/11/25 will each provide insight on the GAI build-out trajectory"
X Link 2025-12-05T18:15Z 7251 followers, 5476 engagements

"$SATS (Bloomberg) -- EchoStar Corp. shares rise as much as XX% hitting a record intraday high after the Wall Street Journal reported that SpaceX is in talks to sell insider shares in a deal that would value it at $XXX billion citing people familiar. The gain is the most since Sept. X for EchoStar a satellite TV and wireless company NOTE: EchoStar said last month that it had agreed to sell spectrum licenses to SpaceX for $XXX billion adding to a September agreement to sell about $XX billion in wireless spectrum to Elon Musks company -------- SpaceX Said to Pursue Share Sale at $XXX Billion"
X Link 2025-12-05T19:29Z 7258 followers, 6401 engagements

"$CIEN is definitely in the right neighborhood for this theme theyre a key vendor for DCI/longhaul/subsea capacity as AI traffic forces cloud and carriers to rebuild their backbones. You can see it in the numbers: $4B revenue low40s gross margins and very visible AI/DCI commentary around 400/800ZR and waveservices demand from cloud providers and CSPs. The reason I didnt put CIEN in this basket is positioning not relevance. SNDK/WDC/LITE/COHR are more insidetherack component suppliers drives lasers transceivers that ship into every AI rack regardless of whose routers/ROADMs are in the middle."
X Link 2025-12-06T01:10Z 7249 followers, 4003 engagements

"Great chart - at a point US LNG terminals will be curtailed if European gas prices keep falling. $EQT $EXE $AR $CRK"
X Link 2025-12-06T01:23Z 7266 followers, 1508 engagements

"NP. I've shared a good deal on $GLW and bullish long-term on the name. Search my timeline for information. You gave me a good reminder to look deeper at $POWL"
X Link 2025-12-07T00:38Z 7266 followers, 2522 engagements

"This week will be all about natural gas and gas-fired intelligence . $EQT $EXE $AR $CSK"
X Link 2025-12-07T14:19Z 7266 followers, 7751 engagements

"Let's get this party started. *ANTERO RESOURCES SAID TO NEAR MULTIBILLION DEAL FOR HG ENERGY (Bloomberg) -- Antero Resources Corp. is in advanced talks to acquire privately-held shale gas producer HG Energy in a move that will expand the companys natural gas reserves at a time when prices have been rebounding according to people familiar with the matter. A deal could be announced as early as Monday the people said asking not to be identified because the matter is private. The deal to buy HG Energy which is owned by Quantum Energy Partners is in the mutibillion dollar range the people said but"
X Link 2025-12-08T02:37Z 7269 followers, 6509 engagements

"$TSLA $MS Tesla: Autonomy Robotics and Energy Strategy Update - Morgan Stanley 12/7/25"
X Link 2025-12-08T04:03Z 7269 followers, 1103 engagements

"$AR this is legitimately an excellent audio overview of the potential Antero/HG acquisition. Much more detailed and longer than the video. All made with GAI. Highly recommend listening to this if you are looking at the gas companies now or are interested in understanding what can be produced with GAI. $NVDA"
X Link 2025-12-08T05:13Z 7265 followers, 2384 engagements

"$SNDK (Bloomberg) -- Susquehanna Financial raised the target on Sandisk Corp. to $XXX from $XXX. Maintains positive rating. New PT implies a XX% increase from last price"
X Link 2025-12-08T12:52Z 7253 followers, 1518 engagements

"$IBM $CFLT ARMONK N.Y. and MOUNTAIN VIEW Calif. Dec. X 2025 $11B acquisition to deliver end-to-end data platform for businesses to connect process and govern data for applications and AI agents Transaction expected to be accretive to adjusted EBITDA within the first full year and free cash flow in year two post close ARMONK N.Y. and MOUNTAIN VIEW Calif. Dec. X 2025 /PRNewswire/ -- IBM (NYSE: IBM) and Confluent Inc. (NASDAQ: CFLT) the data streaming pioneer today announced they have entered into a definitive agreement under which IBM will acquire all of the issued and outstanding common shares"
X Link 2025-12-08T13:01Z 7261 followers, 1725 engagements

"$FLEX ripping today. +10% at all-time high. Someone must be reading my posts"
X Link 2025-12-08T15:21Z 7253 followers, 3150 engagements

"$NVDA $MSFT Executive Summary: The OpenAI State of Enterprise AI 2025 report presents a quantitatively rich picture of enterprise AI adoption moving from experimentation into scaled embedded deployment. Enterprise usage is growing rapidly in both breadth and depth: weekly ChatGPT Enterprise messages increased 8x since November 2024 while average messages per worker rose XX% indicating more intensive daytoday reliance. More than 7M ChatGPT workplace seats are now in use with ChatGPT Enterprise seats up 9x yearoveryear and over 9000 organizations have each processed more than 10B tokens via the"
X Link 2025-12-08T16:35Z 7253 followers, 1972 engagements

"$NFLX $WBD (Bloomberg) -- The fight over the future of Hollywood just got nastier. Paramount Skydance Corp. launched a hostile takeover bid for Warner Bros. Discovery Inc. at $XX a share in cash on Monday just days after the company agreed to a deal with Netflix Inc. The offer values Warner Bros. at $XXXXX billion including debt. The bid compares with Netflixs offer of $XXXXX in cash and stock. Paramounts offer is for the entirety of Warner Bros. while Netflix is only interested in the Hollywood studios and streaming business. WBD shareholders deserve an opportunity to consider our superior"
X Link 2025-12-08T16:45Z 7265 followers, 1279 engagements

"$NVDA $MSFT Analysis of the OpenAI State of Enterprise AI 2025 report"
X Link 2025-12-08T17:42Z 7253 followers, XXX engagements

"$NVDA @RealJimChanos @michaeljburry In part based on this conversation I have absolutely no doubt that 3-5 year old used NVDA GPUs will have a market not only in the US but also in countless other countries including developing/global south nations. If you are a data center in Bangladesh are you buying the SOTA Vera Rubin or a multiple years old H200"
X Link 2025-12-08T18:13Z 7256 followers, 5284 engagements

"$NVDA @RealJimChanos @michaeljburry This is the hustle and scrappiness of people in developing countries. They are digging in to repair $XX used tires and you don't think they will do that or more for $10k used NVDA GPUs"
X Link 2025-12-08T18:20Z 7249 followers, 1431 engagements

"$NVDA Definitely something that needs to be evaluated and benchmarked. I suspect there'll be a tremendous amount of FUD that comes around this topic. I'd like to know what the total loss failure rates are on a per GPU generation basis and on CoWoS-S vs CoWoS-L"
X Link 2025-12-08T18:26Z 7249 followers, 1434 engagements

"$LITE $COHR $AVGO"
X Link 2025-12-08T19:13Z 7249 followers, 4195 engagements

"This is also pretty damn good all made with GAI. I'm sure there are ways to tweak this and get closer to the final product you're looking for but this is a pretty solid deck all things considered. Definitely worth a read if you're looking at $AMKR $GOOGL $AVGO $NVDA"
X Link 2025-12-08T21:42Z 7254 followers, 5272 engagements

"Insane. $NVDA"
X Link 2025-12-09T06:28Z 7262 followers, 1737 engagements

"Gas-fired intelligence. $EQT $EXE $AR $CRK"
X Link 2025-12-09T12:59Z 7266 followers, 1937 engagements

"$LITE non-stop"
X Link 2025-12-09T16:20Z 7266 followers, 2524 engagements

"$APP breaking out. The chart looks great. Lots of room to expand with the Axon platform and to integrate GAI into their customer-facing workflows"
X Link 2025-12-09T20:12Z 7268 followers, 1808 engagements

"@Prowess_Wins Because of system constraints it must be a US based 501c3. You can nominate a charity that supports Africa causes"
X Link 2025-12-10T22:36Z 7258 followers, XX engagements

"This $BE news bodes well for $SEI $EOSE. Data centers will take any and all behind-the-meter solutions they can get their hands on. (Bloomberg) -- Shares of Bloom Energy Corp. soared as much as XX% in premarket trading as Brookfield Corp. agreed to invest up to $X billion to deploy the companys fuel cells at new data centers that operate artificial intelligence. The investment firm and the energy storage company are collaborating on AI data centers globally including a site in Europe that will be announced before the end of the year according to a release Monday. The electricity demand boom"
X Link 2025-10-13T13:12Z 7281 followers, 2488 engagements

"$2317 Hon Hais 3Q25 earnings delivered a clean profit beat with mixed top-line dynamics reinforcing the thesis that AI infrastructure has become the companys primary profit engine. Net profit rose XX% year over year to NT$57.7b and XX% quarter over quarter exceeding the LSEG consensus of NT$50.4b by XX% as operating leverage and mix effects offset gross margin dilution from high-ticket AI servers. Revenue increased XX% year over year and XX% sequentially to NT$2.06t modestly below an earlier LSEG SmartEstimate of NT$2.134t but the profit quality and margin trajectory more than compensated."
X Link 2025-11-12T10:44Z 7270 followers, 1633 engagements

"$BN $NVDA (Wall Street Journal) -- Brookfield Asset Management is launching a new strategy aimed at investing in infrastructure tied to artificial intelligence executives told The Wall Street Journal. Chip maker Nvidia and sovereign-wealth fund Kuwait Investment Authority plan to invest in the firm's inaugural fund as founding partners. The details Brookfield is targeting $XX billion in equity for its new AI infrastructure fund and has already raised $X billion of that from investors including Nvidia KIA and Brookfield's own balance sheet. The Canadian investment firm said it plans to use"
X Link 2025-11-19T05:56Z 7270 followers, 1101 engagements

"$NVDA $SNPS Nvidias $X billion investment in Synopsys executed at $XXXXXX per share for a XXX% equity stake formalizes a deep nonexclusive engineering partnership that embeds Nvidias GPU CUDA-X and agentic AI stack into Synopsys EDA tools and via Ansys its broader multiphysics simulation and digital twin platform. Synopsys software is already central to the design and verification of advanced chips including AI accelerators and is increasingly used to simulate complex systems in automotive aerospace industrial and energy. Integrating Nvidias AI-physics models Omniverse/Cosmos digital twins"
X Link 2025-12-01T16:14Z 7270 followers, 2016 engagements

"$MDB The earnings call presented MongoDBs AI and cloud strategy as a central explicitly articulated pillar of the long-term investment case while making almost no direct reference to underlying hardware domains such as data centers networking memory/storage or Nvidia. The discussion was concentrated on MongoDBs role as the data and retrieval layer for generative AI workloads the continued migration of operational workloads to cloud and multi-cloud environments and the integration of Voyage AIs embedding and re-ranking technology into the Atlas platform. Management repeatedly emphasized that"
X Link 2025-12-02T05:50Z 7270 followers, 2508 engagements

"$MRVL The earnings call presented an integrated AIcentric narrative in which Marvell positions itself as a core enabler of hyperscale generative AI infrastructure across interconnect switching custom compute attach and emerging photonic fabrics. All of the major quantitative and strategic disclosures on the call are anchored in AI data center demand and rising cloud CapEx with networking and memoryadjacent technologies as the primary levers. No explicit references to Nvidia were made; the call instead focused on hyperscaler customers (implicitly including AWS) and the broader AI accelerator"
X Link 2025-12-02T23:27Z 7271 followers, 3121 engagements

"$SNOW (Bloomberg) -- Snowflake Inc. gave an outlook for operating margin that fell short of analysts estimates raising concerns among investors about the profitability of new AI-based tools. Adjusted operating income margin will be about X% in the period ending in January the company said Wednesday in a statement. Analysts on average projected XXX% according to data compiled by Bloomberg. Product revenue will be about $XXX billion compared with an average estimate of $XXXX billion. Snowflake makes software that helps organize analyze and store corporate data in the cloud. Since the"
X Link 2025-12-03T21:37Z 7270 followers, 2402 engagements

"$CRM Salesforce Inc (12/04/25) Executive AI Summary: The Q3 FY26 earnings call confirmed that generative AI and data infrastructure have become the central growth engine of Salesforce with Agentforce and Data XXX reaching nearly $1.4b in ARR (+114% y/y) Agentforce ARR at about $540m (+330% y/y) and Agentforce having processed more than 3.2T tokens through its LLM gateway. Data XXX ingested 32T records in the quarter (+119% y/y) including 15T via zero-copy integration (+341% y/y) underscoring a rapidly scaling data foundation that is now being explicitly positioned as a $10b business in FY27"
X Link 2025-12-04T12:40Z 7270 followers, XXX engagements

"$SNOW The earnings call positioned Snowflake as an AI-first data platform and framed generative AI as the primary strategic growth vector for the company over the medium term. Management repeatedly described Snowflake as the center of todays AI revolution and the cornerstone for our customers AI strategy emphasizing that AI is no longer a peripheral add-on but the core of the product roadmap and go-to-market narrative. In Q3 FY26 product revenue reached $1.16B (+29% YoY) RPO reached $7.88B (+37% YoY) net revenue retention remained XXX% and the company added a record XXX new customers with AI"
X Link 2025-12-04T12:40Z 7283 followers, 2643 engagements

"N.B.: For the wisdom of the crowd look I am getting an abnormally high number of views and likes on my gas-fired intelligence posts. NG spikes to $XXXX this morning. $SD is a high-beta name I have traded in the past and has brought me tremendous pleasure as well as pain - if you are looking to roll the dice. $EQT $EXE $AR $CRK (Bloomberg) -- US natural gas futures advanced rising to the highest intraday price in almost three years as traders factored in colder-than-normal forecasts in the East for mid-December. Liquefied natural gas exports hovering near record highs also added to the gains."
X Link 2025-12-05T15:54Z 7282 followers, XXX engagements

"$CEG $TLN Short answer: Talen looks like a very unlikely buyer for the Constellation/Calpine PJM assets both on marketpower metrics and on balancesheet capacity. PostFreedom/Guernsey Talens PJM footprint is not low HHI at all. The IMMs Caithness filing pegs Talens existing PJM fleet at XXXX GW and the two Caithness CCGTs at XXX GW taking Talen to roughly 1314 GW in PJM or about XX% of installed capacity.(Monitoring Analytics) That is broadly in the same league as Vistras XXXX GW/8.2% share and well above NRGs postLSdeal XXX GW/5% share.(Monitoring Analytics) In other words Talen is already"
X Link 2025-12-05T23:49Z 7285 followers, 1500 engagements

"$NVDA The post advances a strongly skeptical narrative about Nvidias China disclosures and Southeast Asia (SEA) shipments suggesting that management is effectively disguising large China sales through Singapore and other SEA hubs and that the new H200 export framework will allow China to stockpile unprecedented GPU volumes while the U.S. collects a XX% tax. A detailed review of Nvidia filings export data and policy developments indicates that the post raises some legitimate issues around transparency diversion risk and the geopolitical tradeoff but it also relies on several incorrect"
X Link 2025-12-09T13:54Z 7278 followers, 1437 engagements

"$CLS Celestica's AI Pivot Growth Strategy and Management Quality"
X Link 2025-12-09T14:28Z 7271 followers, 1213 engagements

"$CRWV CoreWeaves $2.25b XXXX% convertible senior notes due 2031 incrementally deepen leverage but materially lower the marginal cost of capital and extend funding runway for an extremely capital-intensive AI infrastructure build-out. The notes issued under Rule 144A and guaranteed by the same subsidiaries that back the XXXX% 2030s and XXXX% 2031s carry a XXXX% cash coupon pay semiannually starting 6/1/2026 and mature on 12/1/2031. They are senior unsecured and initially convertible at XXXXXX shares per $1000 of principal implying a conversion price of $XXXXXX a XX% premium to the $86.24"
X Link 2025-12-09T15:53Z 7281 followers, XXX engagements

"$GLXY Citizens JMP initiated coverage of Galaxy Digital with an Outperform rating and $XX price target representing XXX% potential upside from the current share price. Galaxy offers "dual exposure" to the two "secular megatrends" of digital asset institutionalization and artificial intelligence-driven infrastructure the analyst tells investors in a research note. The firm believes this creates a "powerful multi-engine growth model." Citizens thinks Galaxy is positioned to capture "outsized share of two of the most transformative markets of the next decade." (Bloomberg) -- (Updates share price"
X Link 2025-12-09T16:41Z 7284 followers, XXX engagements

"$APP AppLovin: AI AdTech Financials and Management Risk"
X Link 2025-12-09T22:20Z 7271 followers, 1578 engagements

"$PWR Quanta Services: Infrastructure Platform and Strategic Growth Outlook"
X Link 2025-12-09T22:47Z 7284 followers, XXX engagements

"$VRT Goldman Sachs raised the firm's price target on Vertiv to $XXX from $XXX and keeps a Buy rating on the shares. Autos and industrial tech stocks performed strongly in 2025 aided by steady end-market demand and multiple expansion with autos up a median XX% year-to-date and industrial tech up XX% the analyst tells investors in a research note. The year was marked by volatility -- from tariff-driven swings in auto names to shifting expectations for hyperscale capex that influenced datacenter-exposed stocks -- despite broadly stable auto volumes sharply rising hyperscale spending forecasts"
X Link 2025-12-10T01:50Z 7281 followers, 1099 engagements

"$MS Morgan Stanley Investment Management and Counterpoint Global examines the concept of Return on Invested Capital (ROIC)"
X Link 2025-12-10T13:19Z 7285 followers, 1116 engagements

"$NVDA NVIDIA's Extraordinary Returns and AI Accelerator Economics"
X Link 2025-12-10T14:43Z 7285 followers, XXX engagements

"$LSCC nice pop +6.5% today. Lattice Semiconductor announced that its board of directors authorized the company to repurchase up to $250M of its outstanding common stock"
X Link 2025-12-05T15:13Z 7286 followers, 1085 engagements

"Enterprise Generative AI Landscape and Investment Strategy - Insights from the Menlo Ventures "State of Generative AI in the Enterprise" report. $NVDA $MSFT $GOOGL $AMZN"
X Link 2025-12-09T20:17Z 7286 followers, XXX engagements

"$APH Amphenol: AI M&A and Management Quality Assessment"
X Link 2025-12-09T20:28Z 7286 followers, 1058 engagements

"$VRT Vertiv's Strategic Position in the AI Data Center Build-Out"
X Link 2025-12-10T02:59Z 7284 followers, 1207 engagements

"Executive Summary: The Morgan Stanley Counterpoint Global paper ROIC and the Investment Process analyzes how return on invested capital (ROIC) its interaction with the weighted average cost of capital (WACC) and the dynamics of regression toward the mean link to valuation and total shareholder returns (TSRs) across U.S. public companies from 19902022. Using Russell 3000 constituents exfinancials and real estate (roughly 16002100 firms per year) and adjusting for internally generated intangibles the report concludes that the equity market broadly passes the 1dollar test: enterprise value to"
X Link 2025-12-10T13:40Z 7286 followers, XXX engagements

"SSD controller ecosystem. MERCHANT SSD CONTROLLERS (PURE-PLAY OR SPECIALIST) Silicon Motion Technology (SIMO) - Taiwan. Phison Electronics (8299.TWO) - Taiwan. FADU Inc. (440110.KQ) - South Korea. Maxio Technology - China. Microchip Technology Flashtec enterprise NVMe controllers (MCHP) - United States. Marvell Technology NVMeoF SSD converter controllers (MRVL) - United States. JMicron Technology SATA/USB/PCIe storage controllers (4925.TWO) - Taiwan. Realtek Semiconductor NVMe/USB bridge and client SSD controllers - Taiwan. Hunan Goke Microelectronics domestic SSD controllers - China."
X Link 2025-11-02T13:44Z 7286 followers, 2387 engagements

"$SNDK *Sandisk to Join S&P XXX (Bloomberg) -- Sandisk will replace The Interpublic Group of Companies in the S&P XXX. Sandisk shares up X% PTC Therapeutics to join S&P smallcap XXX Lets go friends"
X Link 2025-11-24T22:42Z 7286 followers, 3963 engagements

"$CRDO Credo Technologys Q2 FY26 earnings call presents a business that is now structurally tethered to generative AI and broader AI data center buildouts. Management explicitly tied record quarterly performance to the continued build-out of the worlds largest AI training and inference clusters stating that AI clusters are no longer measured in tens of thousands of GPUs. Theyre now measured in hundreds of thousands and soon millions. The call therefore functions as a highconviction statement on the trajectory of AI infrastructure spending and on how data center networking and memory"
X Link 2025-12-02T00:41Z 7286 followers, 8035 engagements

"$EQT $EXE $RRC $CTRA Across EQT Expand Energy (EXE) Antero Resources (AR) Range Resources (RRC) EOG Resources (EOG) Coterra (CTRA) Comstock (CRK) and Gulfport (GPOR) the lowest disclosed natural gas hedge coverage for calendar 2026 is observed at EQT and Range with Coterra and EOG also appearing largely unhedged on 2026 gas in current public disclosures. EQTs latest hedge slide (Q3 2025) shows only a thin strip of 2026 NYMEX optional hedges averaging roughly XXXX Bcf/d against an expected production profile in excess of X Bcfe/d consistent with external commentary that less than XX% of 2026"
X Link 2025-12-02T06:26Z 7286 followers, 3343 engagements

"Call me crazy but I don't see how the entire semiconductor complex doesn't gap up next year"
X Link 2025-12-03T19:27Z 7287 followers, 4739 engagements

"$AVGO is a big business with many moving parts. Networking as well as TPU/ASICs VMWare and others. Lots of noise (not necessarily bad) in its performance. ------------ Broadcom's diverse product portfolio includes leading semiconductor and infrastructure software solutions. Its semiconductor portfolio includes data center switches and routers set-top/CMTS cable modems PON/DSL Ethernet NICs filters and amplifiers ASIC wireless connectivity solutions embedded processors HDD/SSD controllers enterprise SAS/SATA/Fibre Channel connectivity optical isolation/motion encoders/LEDs and fiber optic"
X Link 2025-12-05T21:04Z 7286 followers, 2204 engagements

"I like $STX and its clearly leveraged to the same AI storage theme but Im keeping the core basket to SNDK/WDC/LITE/COHR for a reason. With WDC + SNDK you already have very high exposure to HDDs and NAND plus a cleaner balance sheet deleveraging story. Seagate is essentially a pureplay HDD vendor with no NAND leg and a much higher dependence on a single nextgen product (their HAMR drives) ramping on schedule. That makes the risk more binary: if HAMR timing yields or customer adoption wobble the whole P&L feels it. On top of that STX has historically run with more leverage and more aggressive"
X Link 2025-12-06T15:52Z 7286 followers, 4256 engagements

"$AR HG Energy: Core Appalachia Asset and Antero Acquisition Target"
X Link 2025-12-08T03:19Z 7286 followers, 5749 engagements

"$POWL Powell: A Super-Cycle Story"
X Link 2025-12-08T03:30Z 7286 followers, 1872 engagements

"$NEE $CRK (Bloomberg) -- (Adds shares.) NextEra Energys development arm is partnering with Comstock Resources to build up to eight gigawatts of new generation to enable a buildout of hyperscaler data centers according to a company presentation. Plan is for new generation to include gas and storage to support hyperscaler data center development NextEra currently in negotiations with major hyperscaler. NextEra shares were down XXX% at 11:55 a.m. in New York on Monday. Comstock shares are down XXX% erasing gains earlier in the day"
X Link 2025-12-08T20:22Z 7287 followers, 1335 engagements

"$GOOGL $AVGO $2454 $NVDA The SemiAnalysis post is broadly directionally consistent with current public reporting on Googles TPU roadmap its relationships with Broadcom and MediaTek and Nvidias Blackwell/Rubin roadmap but several claims rest almost entirely on SemiAnalysiss own modeling and confidential sourcing and should be treated as informed but unvalidated estimates rather than facts. The description of the evolving supplier structure around Googles TPUs is well supported. Since at least TPUv2 Google has architected and owned the core TPU design while Broadcom has acted as Googles custom"
X Link 2025-12-09T04:15Z 7286 followers, 3246 engagements

"Equity Trading Through Counterparty Analysis and Edge This presents a framework for successful discretionary long/short equity trading that centers on counterparty analysis rather than abstract valuation alone. A trader must constantly ask who is on the other side of the transaction and why they are willing to trade at the current price linking execution to a test of a trader's edge. This perspective suggests that the most profitable trades occur when one is transacting against non-fundamental forced flows driven by factors like benchmark constraints indexing or risk management"
X Link 2025-12-09T15:16Z 7287 followers, 1007 engagements

"Boom Superpower Turbine AI Data Centers and Overture Funding Pivot @boomsupersonic $GEV $BKH $CEG $VST Boom Supersonics December X announcement introduces a new 42MW natural gas turbine product Superpower targeted at AI data centers and other large behind-the-meter loads alongside a $300M equity round and a 1.21GW launch order from Crusoe. The release states that Boom now has a Superpower turbine backlog in excess of $1.25B and that the new round led by Darsana Capital Partners with participation from Altimeter ARK Invest Bessemer Robinhood Ventures and Y Combinator fully funds development of"
X Link 2025-12-09T16:57Z 7287 followers, 1838 engagements

"$NVDA Menlo Ventures State of Generative AI in the Enterprise 2025 describes a rapidly scaling but unevenly monetized market. Enterprise generative AI software spend is estimated at $37B in 2025 up from $11.5B in 2024 and $1.7B in 2023 a 3.2x year-on-year increase and more than 20x in X years now roughly X% of global SaaS spend. This figure covers foundation model APIs training infrastructure AI infrastructure (data retrieval orchestration) and dedicated AI applications but excludes semiconductors cloud serving and AI features embedded in existing software. Global generative AI spending"
X Link 2025-12-09T18:33Z 7286 followers, 2492 engagements

"$SNOW Snowflake's Transition to AI Cloud and Management Quality"
X Link 2025-12-09T22:38Z 7286 followers, 1500 engagements

"One more data point: generating the explainer videos at night takes half the processing time compared to during the day. There's a significant bottleneck around daytime compute availability which strikes me as similar to peak electricity demand patterns. $GOOGL $AVGO $NVDA"
X Link 2025-12-10T03:06Z 7287 followers, 2062 engagements

"GOVERNMENT REGULATION AND POLICY Spacebased data centers intersect with multiple regulatory domains. Space law and spectrum govern operations through treaties such as the Outer Space Treaty and national licensing regimes (e.g. FCC in the U.S.). Constellations must secure spectrum allocations (Kaband optical frequencies for lasers) and comply with debris mitigation and endoflife deorbit requirements. Export controls apply to highend GPUs and AI accelerators. Operating those devices in orbit raises questions about jurisdiction control and who is considered the "export destination." Norms will"
X Link 2025-12-10T20:59Z 7286 followers, XXX engagements

"$AAOI AOI Receives First Volume Order of 800G Data Center Transceivers from Major Hyperscale Customer SUGAR LAND Texas Dec. XX 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ: AAOI) a leading provider of advanced optical and HFC networking products that power the internet today announced it received its first volume order for its 800G data center transceivers from a major hyperscale customer to support its AI data center growth. We are pleased to receive our first volume order for our 800G products from this major hyperscale customer said Dr. Thompson Lin Founder Chairman and"
X Link 2025-12-10T21:15Z 7287 followers, 12.3K engagements

"And the winner - selected at random by ChatGPT (could it be any other way) - is HOPEWAY ( @HopeWayCLT ) submitted by @quakerheel . HopeWay is a nonprofit mental health treatment center based in Charlotte North Carolina providing comprehensive evidence-based care for individuals facing mental health challenges. A description of all the outstanding nonprofits that were submitted is included below. This was a fun way to give back this season and Im especially glad we could support an organization working to address such an important societal issue. Well definitely run this contest again in the"
X Link 2025-12-10T23:10Z 7287 followers, 1127 engagements

"Very smart. $GOOGL $AVGO $NVDA"
X Link 2025-12-11T03:46Z 7287 followers, 1646 engagements

"$CIEN (Bloomberg) -- (Updates with share price move and additional analyst commentary.) Ciena shares rose as much as XX% the most since September after it forecast first-quarter revenue that beat the average analyst estimate. Peers also moved on the results: Arista Networks rose as much as X% Nokia rose as much as X% in Helsinki trading ANALYST COMMENTARY Vital Knowledge Sees the fourth-quarter results as having solid upside given higher sales from optical networking and services Sees first-quarter guidance as very strong with sales and margins beating expectations Bloomberg Intelligence"
X Link 2025-12-11T15:11Z 7287 followers, 2478 engagements

"$LITE Lumentum's AI Pivot High-Speed Optics Strategy and Investment Thesis"
X Link 2025-12-11T15:48Z 7287 followers, 1077 engagements

"Some of the most exposed. Review the list I shared and pay particular attention to the names noted as part of the $NVDA XXX VDC Alliance"
X Link 2025-12-11T18:27Z 7287 followers, 1828 engagements

"800 VDC Architecture for AI Data Center Economics $POWI $VRT $BE $FLEX The video provides a comprehensive overview of the emerging XXX VDC architecture for high-density AI data centers positioning it as the necessary successor to traditional AC power distribution to support X MW-class racks. This architecture shifts power conversion to a facility-level rectifier distributes power at 800V DC to reduce current resistive losses and copper usage and then steps down locally within the rack. The adoption of XXX VDC is closely tied to NVIDIA's Kyber rack-scale system which is targeted for a"
X Link 2025-12-11T19:42Z 7287 followers, 1020 engagements

"$CRWV $IREN $HUT $GLXY Falling policy rates and a lower forward path for yields are broadly positive for the "neocloud" cohort (CoreWeave Hut X IREN Galaxy Cypher Mining Applied Digital and similar names) because their business models are extremely capitalintensive durationheavy and disproportionately funded with floatingrate and highyield debt. The key effects run through: a lower allin cost of capital easier access to private credit and bond markets higher project NPVs and equity valuations and a lengthening of the credit cycle that reduces nearterm default risk. Against that lower rates"
X Link 2025-12-11T20:20Z 7287 followers, XXX engagements

"$KEYS (Bloomberg) -- Keysight Technologies shares are up XX% in premarket trading after the measurement instruments company gave a first-quarter forecast that was stronger than expected. It also reported positive fourth-quarter results. Bloomberg IntelligenceKeysight demonstrated solid execution and all key segments beat in the quarter with particular sales and order strength coming from the Aerospace Defense & Government unit despite the government shutdown The report shows accelerating momentum in AI wireline test JPMorgan (overweight PT to $XXX from $200)The results highlight the leverage"
X Link 2025-11-25T15:55Z 7286 followers, 1896 engagements

"It is worth keeping an eye on $KEYS regarding their networking/CPO business. I can see them posting another upside surprise in a coming quarter. --------- Based on Keysights disclosures and external commentary only approximate ranges are possible but the business is clearly meaningfully levered to networking and AI datacenter trends without being a pureplay. Magnitude of exposure revenue and profit Using FY25 revenue of $5375M and the most recent segment and endmarket disclosures the best estimate is: Direct wireline networking (data centers routing/switching optical interconnect including"
X Link 2025-11-25T16:57Z 7286 followers, 1164 engagements

"I like this $WULF long on $GOOGL GAI growth. Get out of the way of the winner take all FUD with $NVDA. The QF Research post is framed around TeraWulf (WULF) as an AI infrastructure and power asset not as a Bitcoin miner and positions the stock as a way to diversify AI exposure toward Googles Gemini ecosystem versus the OpenAI/Microsoft stack. The post also notes that WULF has outperformed recently but less dramatically than peers and argues that unless overall AI demand changes shifts in model-provider share should not materially alter the long-term value of power and infrastructure"
X Link 2025-11-25T20:51Z 7286 followers, 2218 engagements

"$NVDA The Reddit thesis correctly reframes AI demand as a structural multidecade compute shift driven by X underappreciated engines: migration of boring datacenter workloads onto accelerators largescale recommender systems that monetize most of the internet and physical AI (robotics and autonomous systems) requiring continuous realtime inference. External data support this framing. Global datacenter capex is projected near $6.7T by 2030 with roughly $5.2T tied to AIready capacity and AI workloads representing about XX% of total datacenter compute. AI infrastructure spending is expected to"
X Link 2025-11-30T17:31Z 7286 followers, 109.4K engagements

"$WDC The UBS Global Technology and AI Conference discussion with Western Digitals CEO Irving Tan and CFO Kris Sennesael reinforces the view that the postspin HDD business has transitioned from a highly cyclical commodity supplier into a structurally tighter AIlevered data center infrastructure asset with rising visibility pricing power and returns. At the same time the stock already embeds a substantial portion of this transition: Western Digitals share price of about $XXX and market capitalization of roughly $54.7B reflect a XXX% YTD move with consensus projecting currentquarter EPS of about"
X Link 2025-12-03T07:34Z 7287 followers, 1608 engagements

"$CRWV Executive Summary: The UBS Global Technology and AI Conference fireside chat with CoreWeave vice president of corporate development Nick Robbins moderated by UBS analysts Karl Keirstead and Tim Arcuri on X December 2025 provides a detailed view of CoreWeaves position within the rapidly scaling GPU cloud market characterized by exceptionally strong demand constrained supply and aggressive but contract-backed capital deployment. CoreWeave reported XXX% revenue growth in the most recent quarter and a revenue backlog of $55B equal to roughly 10x its current revenue run rate underpinned by"
X Link 2025-12-03T19:01Z 7286 followers, 20.3K engagements

"I don't remember who I talked to on here about $APP; stock is making solid moves now. The market seems to be recognizing how much opportunity there is in building the Axon (different than $AXON ) business. It looks like it will be bid up into earnings"
X Link 2025-12-05T00:06Z 7285 followers, 4681 engagements

"I like $CRDO as an AI interconnect pure play AECs and optical DSPs are absolutely platformagnostic and margins are excellent right now. That said my current basket (SNDK WDC LITE COHR) is focused on broader more entrenched infrastructure: exabytescale storage and photonics where the demand is certain and the supplier base is more oligopolistic. Credo faces more direct competition from the likes of AVGO/MRVL/Astera. Fantastic upside but a different risk profile - I treat it as a separate higherbeta trade rather than part of the core storage/optics group. I've shared a fair bit on CRDO in the"
X Link 2025-12-05T23:20Z 7287 followers, 8280 engagements

"$LITE $COHR The Unseen Optical Engines of AI @ShanuMathew93 inspired me to create this video. This is pretty damn good and I encourage you to watch it. These GAI videos can help take a look at something quickly. And it is only getting better. $GOOGL $AVGO"
X Link 2025-12-08T02:57Z 7287 followers, 22.7K engagements

"$SANM $FLEX Sanmina and Flex: Comparative EMS Platforms and GAI Exposure"
X Link 2025-12-08T05:19Z 7287 followers, 4928 engagements

"$SNDK Executive Summary: The J.P. Morgan report on 12/8/25 initiates Sandisk (SNDK) at Neutral with a Dec-26 price target of $XXX implying X% upside from the $XXXXXX close on X Dec XX. The rating is driven by the view that the current NAND environment represents an extended peak in a classic boombust cycle rather than a structural reset in earnings power. Sandisk has a structurally advantaged cost position via its Kioxia joint venture and is leveraged to the AIdriven enterprise SSD (eSSD) supercycle but its direct AI/datacenter exposure is still relatively small: only XX% eSSD unit/revenue"
X Link 2025-12-08T14:14Z 7287 followers, 1598 engagements

"$NEE $XOM Exxon Mobil (XOM) and NextEra Energy's (NEE) Energy Resources unit are collaborating to develop carbon-abated gas-fired power generation projects to serve large electricity loads NextEra Energy said in its presentation to investors Monday. The companies plan to initially build a 1.2-gigawatt facility that they will market to hyperscalers NextEra said. About 2500 acres of land have been secured for the project with the initial proof-of-concept site located near Exxon's Denbury carbon dioxide pipeline gas supply and transmission NextEra said. Price: XXXXXX Change: -XXXX Percent"
X Link 2025-12-08T20:22Z 7285 followers, XXX engagements

"$NVDA $LITE $SNDK $VRT Trumps announcement that the U.S. will allow Nvidias H200 GPUs to be shipped to approved customers in China with a XX% payment on those sales to the U.S. government and a similar regime to be applied to AMD Intel and other U.S. chipmakers represents a structural reset of AI export policy rather than a one-off license. The move restores access for U.S. AI accelerators to what had been a 20%25% share of Nvidias data center revenue before sanctions a market that dropped essentially to X in 2025 after H20 and similar products were restricted and China pivoted to Huawei and"
X Link 2025-12-08T22:53Z 7285 followers, 7418 engagements

"$NVDA $LITE $COHR $GLW The image maps the endtoend supply chain for NVIDIAs QuantumX800 115.2Tbps InfiniBand switch with copackaged optics highlighting the specific vendors that enable each element of the electrooptic stack from silicon photonics and advanced packaging through fiber connectors lasers optical subassemblies and finally system integration and liquid cooling. It effectively shows who gets paid at every layer of NVIDIAs CPO networking platform and what capabilities NVIDIA considers missioncritical: heterogeneous 3D integration fiber and connector precision assembly accuracy"
X Link 2025-12-09T13:20Z 7287 followers, 17.4K engagements

"$NVDA $LITE $SNDK $VRT AI Chip Export Policy Reset and Market Impact"
X Link 2025-12-09T14:23Z 7287 followers, 2413 engagements

"I can say with conviction after pounding NotebookLM for the past XX hours creating countless pieces of media that Google is definitely short of TPUs and compute. The media can be or should be generated much faster and with greater detail and depth all while providing reduced volume limitations to the user. It all makes me even more bullish on the GAI infrastructure trade and expands my NAND/storage supercycle thesis. $GOOGL $AVGO $NVDA $SNDK"
X Link 2025-12-09T17:09Z 7286 followers, 4495 engagements

"$NVDA $LITE $COHR $GLW NVIDIA Quantum-X800 CPO Switch Supply Chain and Investment Analysis"
X Link 2025-12-09T19:43Z 7287 followers, 1704 engagements

"$SATS EchoStar's Strategic Pivot to Capital Allocation and Spectrum Monetization"
X Link 2025-12-09T21:04Z 7287 followers, 2334 engagements

"$ANET Arista Networks is presented as a bestofbreed pureplay networking vendor that has scaled to roughly $10b of annual revenue at XX% growth with a market cap around $160b and a share price near $XXX at the time of the Raymond James TMT & Consumer Conference. The company positions itself as the leading branded and unbranded vendor in frontend data center networking and as the only named nonChinese supplier with material presence in both front and backend AI networks. Total addressable market has been reset from $70b to $105b over XX months spanning AI cloud data center enterprise campus"
X Link 2025-12-10T00:44Z 7287 followers, 2177 engagements

"$ANET Arista Networks: AI Cloud and Campus Expansion Analysis"
X Link 2025-12-10T03:01Z 7287 followers, 2028 engagements

"$CIEN Ciena's AI-Driven Optical Transformation and Management Dynamics"
X Link 2025-12-10T03:02Z 7287 followers, 4028 engagements

"$NVDA Nvidia Corp: ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China four people briefed on the matter told Reuters. The Chinese companies are keen to place large orders for Nvidia's second most powerful artificial intelligence chip should Beijing give them the green light two of the people said. However they remain concerned about supply and are seeking clarity from Nvidia one added. The Chinese government has yet to give a clear answer to Trump's announcement on H200. Meanwhile"
X Link 2025-12-10T12:33Z 7287 followers, 1225 engagements

"$TSM (Bloomberg) -- Taiwan Semiconductor Manufacturing Co.s monthly revenue rose XXXX% signaling sustained momentum for AI infrastructure buildouts even as concerns of a bubble persist. The go-to chipmaker for Nvidia Corp. and Apple Inc. reported November sales of NT$343.6 billion ($11 billion). Revenue in October and November combined grew XXXX% according to Bloomberg News calculations based on previously released numbers. Analysts on average are looking for a XXXX% increase in the Taiwanese companys sales this quarter. TSMC Rides AI Wave to Record High This Year Taiwan Semiconductor"
X Link 2025-12-10T14:35Z 7286 followers, 1022 engagements

"$SATS $ASTS $RKLB $RDW LAUNCH & PROPULSION - SpaceX (private United States) - Blue Origin (private United States) - Rocket Lab USA (RKLB) United States / New Zealand - United Launch Alliance ULA (private United States; JV of Boeing & Lockheed Martin) - Aerojet Rocketdyne (private United States; now a business within L3Harris Technologies) - Firefly Aerospace (FLY) United States - GE Aerospace (GE) United States - Redwire (RDW) United States - Astra Space (private United States; taken private and delisted in 2024) GOVERNMENT AGENCIES (NON-CORPORATE) - JAXA Japan Aerospace Exploration Agency"
X Link 2025-12-10T15:23Z 7287 followers, 4298 engagements

"I still believe the points below even though some of them have moved meaningfully since I posted this note. I don't believe you need to go down the beaten path yet; the market is not recognizing the growth to come in the GAI infrastructure space. You can simply buy $NVDA here of all things. You should be willing and able to hold at least until 12/31/26"
X Link 2025-12-10T15:36Z 7287 followers, 1249 engagements

"Space: Structural Value Chain Commercial Economics and the Emergence of GAIDriven Orbital Infra -------------------- LAUNCH & PROPULSION - SpaceX (private United States) - Blue Origin (private United States) - Rocket Lab USA (RKLB) United States / New Zealand - United Launch Alliance ULA (private United States; JV of Boeing & Lockheed Martin) - Aerojet Rocketdyne (private United States; now a business within L3Harris Technologies) - Firefly Aerospace (FLY) United States - GE Aerospace (GE) United States - Redwire (RDW) United States - Astra Space (private United States; taken private and"
X Link 2025-12-10T17:11Z 7287 followers, 1204 engagements

"$CRDO gap fill and sitting on the 50-day. Looking interesting here"
X Link 2025-12-10T17:33Z 7287 followers, 3407 engagements

"$SATS $ASTS $RKLB $RDW SPACE-BASED DATA CENTERS FOR AI The concept of space-based data centers for AI is transitioning from science fiction to early commercial experimentation. Over the next 1020 years space-based compute is likely to evolve from small proofofconcept payloads to multimegawatt or even gigawattscale infrastructure driven primarily by the power and cooling constraints of terrestrial AI clusters. At the same time fundamental physical limits orbital mechanics and radiation effects impose hard constraints that will shape which workloads and business models are viable. What follows"
X Link 2025-12-10T20:59Z 7287 followers, 3449 engagements

"$SATS $ASTS $RKLB $RDW X. Strategic overview Edge analytics for Earth observation (EO) refers to processing satellite data directly onboard the spacecraft rather than downlinking raw imagery to Earth for later analysis. AI models running on spacequalified processors classify filter and interpret data in real time and only transmit prioritized results or compressed products. This shift is driven by X structural constraints: explosive EO data volumes finite downlink bandwidth and the need for subminute latency in disaster and security applications. UNSPIDER notes that traditional EO missions"
X Link 2025-12-10T21:57Z 7287 followers, 1389 engagements

"$ORCL Executive Call Summary: Oracle Corporation (12/10/25). The Q2 FY26 earnings call emphasized X conflicting realities: structurally stronger AI-driven demand and revenue visibility and materially higher capital intensity and funding needs. Management highlighted RPO of $XXXXX billion up more than XXX% year-over-year and $XX billion sequentially with XX% year-over-year growth in RPO to be recognized over the next XX months as evidence of accelerating cloud and AI momentum. At the same time Q2 free cash flow was negative $XX billion on $XX billion of capex and fiscal 2026 capex guidance was"
X Link 2025-12-10T23:31Z 7287 followers, 6134 engagements

"$NVDA $ORCL Oracles Q2 FY26 RPO disclosure the prior comments about $65B of cloud commitments and Nvidias multiyear cloud service agreements were reviewed using primary company filings press releases and reputable news coverage. The post correctly highlights several important data points but blends distinct time periods misstates at least one percentage change and makes speculative inferences about an OracleNvidia circular deal that are not supported by available evidence. Oracles fiscal Q2 FY26 results show remaining performance obligations of $523B up $68B sequentially from $455.3B at the"
X Link 2025-12-10T23:59Z 7287 followers, 2073 engagements

"$AAPL $TSM The SemiAnalysis post makes several quantitative claims about Apples A19 Pro SoC relative to A18 Pro and earlier Aseries chips. Crosschecking against independent die measurements TSMC process disclosures and thirdparty reverseengineering shows that the overall narrative a materially smaller die on N3P despite more cache and higherperformance cores is directionally correct but several specific numbers in the post are approximate and at least one historical comparison appears inconsistent with published data. Measured die sizes for recent Aseries SoCs provide the first validation"
X Link 2025-12-11T01:06Z 7287 followers, 2007 engagements

"$SATS Charlie Ergen and @elonmusk on one team. Hard to beat. Short interest (assuming data is accurate) high enough for some squeeze. $NVDA"
X Link 2025-12-11T01:52Z 7287 followers, 4239 engagements

"$SATS SpaceX using Starlink as the foundation for orbital data centers is technically feasible at modest scale and directionally consistent with broader industry trends but Musks most aggressive claims (100 GW/year in high Earth orbit and XXX TW/year via a lunar mass driver) are best treated as aspirational not base case. The financing side of the Ars narrative is plausible. Multiple independent reports indicate SpaceX is preparing an IPO at a valuation in the $11.5T range potentially raising $2530B+ of primary capital. That sits on top of a revenue base that is very likely tracking into the"
X Link 2025-12-11T02:53Z 7287 followers, 2344 engagements

"$SATS this is an outstanding listen if you want to get up to speed on EchoStar in addition to reading my write-up"
X Link 2025-12-11T03:14Z 7287 followers, 2262 engagements

"$WDC Western Digital's AI-Driven HDD Strategy Leadership Dynamics and Investment Thesis"
X Link 2025-12-11T16:01Z 7287 followers, XXX engagements

"@MF_Camillus Absolutely"
X Link 2025-12-11T16:45Z 7287 followers, XX engagements

"$NVDA The post correctly highlights that AI infrastructure is being financed through increasingly complex highly levered collateral structures but it overstates both the scale of AI-related collateral in the repo system and the mechanical link from a Fed rate cut to an immediate catastrophic collateral crisis. The AI buildout has created a meaningful but still niche pocket of collateralintensive finance that could generate localized stress and a sharp repricing of certain AI equities and credits if funding conditions tighten. It is unlikely on current evidence to be the core driver of a"
X Link 2025-12-11T17:30Z 7287 followers, XXX engagements

"800 VDC Architecture for AI Data Center Economics $POWI $VRT $BE $FLEX"
X Link 2025-12-11T18:12Z 7287 followers, 4315 engagements

"800 VDC Architecture for AI Data Center Economics $POWI $VRT $BE $FLEX"
X Link 2025-12-11T18:18Z 7287 followers, XXX engagements

"$NVDA Keep the updates comming frontier labs"
X Link 2025-12-11T18:32Z 7287 followers, XXX engagements

"Spreadsheets. the frontier models are getting better at non-coding office work every iteration. $NVDA"
X Link 2025-12-11T18:59Z 7287 followers, XXX engagements

"800 VDC Architecture for AI Data Center Economics $POWI $VRT $BE $FLEX"
X Link 2025-12-11T19:03Z 7287 followers, 3307 engagements

"Agreed. I think the system is using Nano Banana to create these graphics not Nana Banana Pro. It will only get better. $GOOGL $AVGO $NVDA"
X Link 2025-12-11T19:13Z 7287 followers, 1096 engagements

"$GS at an all-time high. Why try to pick the technology winners and losers when you can simply choose the Vampire Squid who will finance them all"
X Link 2025-12-11T19:39Z 7287 followers, XXX engagements

"$DBRG $BX $KKR $OWL The Feds latest move and communication effectively lower the expected path of short rates and reinforce a regime of easier financial conditions into 2026 even if the dot plot itself is conservative. The federal funds range is now 3.5%3.75% after a XX bp cut the 3rd consecutive reduction and the lowest level in X years. The SEP shows stronger real growth and slightly lower inflation while Powell emphasized a weak labor market negative underlying payroll growth and no appetite for further hikes. At the same time the Fed is resuming reserve-management purchases of short"
X Link 2025-12-11T19:47Z 7287 followers, 1051 engagements

"They are pushing ChatGPT XXX hard for spreadsheet work. It looks like they're really trying to cut off Claude from making any more progress for non-coding white-collar office workflows. $NVDA"
X Link 2025-12-11T20:54Z 7287 followers, XXX engagements

"$SNDK $WDC $LITE and $COHR are compelling long ideas here because they are effectively platformagnostic picks-and-shovels on the AI datacenter buildout. Whether the incremental capex goes to NVIDIA GPUs AMD GPUs Google TPUs Amazon Trainium or any other accelerator roadmap every one of those architectures requires the same core infrastructure: flash and HDD storage (SNDK WDC) and highspeed optics and lasers for intra and interdatacenter networking (LITE COHR). These companies are leaders in those segments which means they participate in AI datacenter growth regardless of who wins the GPU share"
X Link 2025-12-05T19:48Z 7287 followers, 8817 engagements

"$NVDA The post juxtaposes X different data streams about ChatGPT and Gemini usage: (1) The Informations scoop that ChatGPT is nearing 900M weekly active users and has added roughly 100M in the last X months (2) Similarwebs traffic data that show a recent dip or plateau in ChatGPT website visits and (3) the narrative that Sam Altman has declared an internal code red or emergency mode at OpenAI. The resulting question is whether Similarwebs numbers or OpenAIs internal figures are more credible and whether there is evidence that OpenAI is inflating usage metrics. A full review of public data"
X Link 2025-12-10T19:28Z 7287 followers, 1250 engagements

"Brilliant use of GAI. $NVDA"
X Link 2025-12-10T19:35Z 7287 followers, 1443 engagements

"Sell $SNDK run-up into $MU earnings or hold on long term"
X Link 2025-12-11T18:31Z 7287 followers, 1446 engagements

"OAI is now all about making spreadsheets $NVDA"
X Link 2025-12-11T21:36Z 7287 followers, XXX engagements

"OAI is pumping slide creation as well. Given what I have been able to achieve with NotebookLM which is really not customizable and setup for what I am trying to do I am almost certain OAI and Google will have very impressive slide creation tools in a year. $NVDA $GOOGL $AVGO"
X Link 2025-12-11T21:45Z 7287 followers, XXX engagements