@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 $1.22 billion, with management guiding Q4 revenue to be strong, while Amphenol's sales were up 53% reported and 41% organically. GE Vernova's orders rose 55% organically, driven by demand for power generation and grid solutions.

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Social Influence

Social category influence stocks 67.2% finance 34.41% technology brands 33.8% cryptocurrencies 9.86% countries 4.23% currencies 3.82% financial services 1.81% social networks 1.01% exchanges 0.6% travel destinations 0.6%

Social topic influence ai 19.92%, $nvda #427, $sndk #11, $mu #23, $lite #7, strong #2587, investment #2313, nvda 4.83%, business 4.43%, in the 4.43%

Top accounts mentioned or mentioned by @hamsarris6 @grok @openclaw @verdacloud @realjimchanos @chickenmon3000 @jeffbro52400644 @openai @steipete @fundamentedge @groqinc @memely @marketseagle @paurooteri @friedmandave @leoskie_l @tslabesttttt @svbriskmanager @svarncapital @midnight_captl

Top assets mentioned NVIDIA Corp. (NVDA) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Lumentum Holdings Inc. Common Stock (LITE) Arista Networks Inc (ANET) Coherent Inc (COHR) Alphabet Inc Class A (GOOGL) Metadium (META) GE Vernova Inc. (GEV) KLA Corp (KLAC) Vertiv Holdings Co (VRT) Broadcom, Inc. (AVGO) Ciena Corporation (CIEN) Super Micro Computer, Inc. Common Stock (SMCI) Amkor Technology Inc (AMKR) Stacks (STX) Western Digital Corp (WDC) Salesforce Inc (CRM) Microchip Technology Inc. (MCHP) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Marvell Technology Inc (MRVL) CoreWeave, Inc (CRWV) Advanced Micro Devices (AMD) AppLovin Corporation (APP) Lattice Semiconductor Corp (LSCC) Amazon.com, Inc. (AMZN) Vistra, Corp. (VST) Amphenol Corporation (APH) Freeport-McMoRan Inc (FCX) Workday Inc (WDAY) Now Coin (NOW) Teck Resources Limited (TECK) Applied Materials, Inc. (AMAT) Corning Incorporated (GLW) Coldstack (CLS) Energizer Holdings, Inc (ENR) Constellation Energy Corp (CEG) Cognizant Technology Solutions Corp (CTSH)

Top Social Posts

Top posts by engagements in the last [--] hours

"$AMBQ Ambiq Micro Inc: Shares of the chip designer ended their first trading day on the New York Stock Exchange up more than 60% on Wednesday after the firm raised $96 million in an initial public offering. The Austin Texas-based company which specializes in small computing chips that consume very little energy began trading at $24 per share and rose as much as 101.8% before ending the day at $38.53 valuing it at $656.5 million. Ambiq filed for its initial public offering earlier in July with BofA Securities and UBS acting as the lead underwriters for the offering. The company has focused on"
X Link 2025-07-31T11:20Z 12.2K followers, [---] engagements

"$VRT EXECUTIVE CALL SUMMARY: (Vertiv Holdings Co 02/11/26) Fourth quarter [----] results reinforced a sharp re-acceleration in demand indicators led by a step-change in orders and backlog while reported revenue growth remained constrained by delivery capacity and regional weakness outside the Americas. Management framed the quarter as validation of multi-year investments in capacity engineering and customer engagement with an explicit emphasis on AI-driven data center infrastructure as the dominant end-market driver. Organic orders increased 252% year-over-year and 117% sequentially producing a"
X Link 2026-02-11T18:17Z 12.2K followers, [----] engagements

"$ANET KEY READ-THROUGHS FROM ARISTA NETWORKS Q4 [----] EARNINGS CALL Aristas Q4 [----] call combined an above-guide quarter with a material upward reset to FY2026 expectations and unusually specific commentary on AI networking architecture supply constraints and customer concentration dynamics. The most market-relevant signals were 1) a step-up in AI networking revenue ambition to $3.25 billion and FY2026 revenue guidance of $11.25 billion (+25% y/y) 2) explicit identification of memory as an acute potentially multi-year bottleneck with order of magnitude price inflation and selective pricing"
X Link 2026-02-13T00:16Z 12.2K followers, [----] engagements

"Why is she buying $ICHR a $650mm EV company BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor $ICHR. Ichor designs components for semiconductor capital equipment. This is the first time we have seen a politician buy the stock in over [--] years. We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor $ICHR. Ichor designs components for semiconductor capital equipment. This is the first time we have seen a politician buy the stock in over [--] years. We'll be"
X Link 2025-08-07T17:10Z 12.2K followers, 10.7K engagements

"One reason I like $AMKR here is that it is the only pure-play US-based OSAT. They are building a new advanced packaging and test facility next to the TSMC fab in Arizona with production scheduled to begin in H1-2028. ------------- Taiwan ASE Technology Holding Co. Ltd. (TWSE:3711; NYSE:ASX) Powertech Technology Inc. (TWSE:6239) ChipMOS Technologies Inc. (TWSE:8150; NASDAQ:IMOS) King Yuan Electronics Co. Ltd. (TWSE:2449) Chipbond Technology Corp. (TPEx:6147.TWO) Sigurd Microelectronics Corp. (TWSE:6257) Ardentec Corp. (TPEx:3260.TWO) Greatek Electronics Inc. (TWSE:6261) Lingsen Precision"
X Link 2025-09-19T12:40Z 12.2K followers, [----] engagements

"$NVDA $AVGO $LITE $GLW Copackaged optics moved from a future curiosity to an actionable design choice at this years OCP. The networking track itself called out 102T switch architectures copackaged optics as a headline theme and the optical colocated workshop focused on nextgen interconnect packaging linking the CPO narrative to real facility requirements around power density reliability and serviceability. That programming shift matters: OCP is explicitly framing CPO as a mainstream option for AI factories rather than an R&D detour. NVIDIA used OCP week to reinforce a CPOfirst direction on"
X Link 2025-10-16T20:20Z 12.2K followers, [----] engagements

"$META Youre thinking about the ROIC math with the wrong denominator and the wrong auction mechanics. A 2% conversion lift in Metas system does not show up as a 2% revenue lift or a [---] bps margin lift in a static way; in a targetCPA/ROAS auction it largely capitalizes into higher clearing prices because advertisers raise bids until their costperresult drifts back to their threshold. That is why Susan Li emphasized that valueweighted conversions continue to grow faster than impressions and why price per ad rose 10% y/y in Q3 while impressions rose 14% yielding 26% ad revenue growth. The 10%"
X Link 2025-10-30T01:58Z 12.2K followers, 68.2K engagements

"Adding $KLAC long exposure on any weakness. Start with the pricing tape: DRAM is in a powerful upswing and NAND has turned decisively higher. inSpectrum shows DDR5 spot up roughly 100225% YTD with another 100%+ in the past month on several lines and NAND up 30140% YTD depending on density with strong 1M and 3M momentum. That backdrop materially improves cash generation for the memory makers shortens decision cycles and historically drives an upshift in memory WFE with a [--] quarter lag. KLAs commentary this quarter lines up precisely with that phase of the cycle. Management guided the December"
X Link 2025-10-30T03:15Z 12.2K followers, 17.4K engagements

"Below is a list of companies that are part of the overall [---] VDC ecosystem. Companies which Nvidia explicitly identified as part of its [---] VDC Alliance are noted. The Nvidia [---] VDC alliance is a multivendor ecosystem organized by Nvidia to standardize and industrialize an 800volt directcurrent power architecture for AI data centers. The objective is to replace doubleconversion AC chains with [---] VDC distribution that reduces conversion stages lowers IR losses and copper mass frees whitespace and enables tighter integration of batteries and fast power electronics. -- DATA CENTER POWER"
X Link 2025-11-01T22:29Z 12.2K followers, 10.4K 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 12.1K followers, [----] engagements

"$ENS EnerSys delivered a clean beat and broadly positive quality of earnings in Q2 FY26. Adjusted EPS was $2.56 +21% y/y and +9% vs consensus of $2.35; revenue was $951.3m +7.7% y/y and +6.9% vs consensus near $890m. Mix skewed toward Energy Systems and Specialty while Motive Power modestly contracted in line with recent end-market trends. Gross margin printed 29.1% +60 bps y/y; excluding 45X GM was 24.9% flat y/y underscoring that the underlying cost/price balance is holding while statutory credits continue to provide non-operational uplift. Adjusted operating margin rose [--] bps y/y to"
X Link 2025-11-05T21:56Z 12.2K followers, [----] engagements

"Memory Mafia sorted by distance from ATH. $MU $SDNK $STX $WDC"
X Link 2025-11-10T15:04Z 12.1K followers, [----] engagements

"$BTU $CNX $ARLP Henry Hub front-month has broken out decisively. The contract trades near [----] up roughly 31% versus the 200DMA at [----] and 33% above the 50DMA at [----]. Price sits 73% above the 1yr low of [----] and within 7% of the 1yr high of [----]. MACD (12269) is positive at roughly [----] with a positive histogram indicating strengthening upside momentum while open interest clustered near 0.13m suggests the move has been built with participation rather than shortcovering alone. The technical setup signals nearterm risk skewed to further gas strength or at minimum elevated volatility into peak"
X Link 2025-11-13T14:28Z 12.2K followers, [---] engagements

"$ENR $GEV *SIEMENS ENERGY AG RAISES MID-TERM TARGETS FOR FY 2028"
X Link 2025-11-13T20:36Z 12.2K followers, 18.4K engagements

"$SNDK *Sandisk to Join S&P [---] (Bloomberg) -- Sandisk will replace The Interpublic Group of Companies in the S&P [---]. Sandisk shares up 7% PTC Therapeutics to join S&P smallcap [---] Lets go friends"
X Link 2025-11-24T22:42Z 12.2K followers, [----] 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 12.1K followers, 30K 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 12.1K followers, [----] 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 [--] 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 12.2K followers, 24.5K engagements

"$KLAC Executive Summary: The KLA Corps participation at the UBS Global Technology and AI Conference presents managements view of a strong multiyear upcycle in wafer fab equipment (WFE) and advanced packaging with KLA entering this phase from a position of increased market share elevated earnings power and structurally higher process control intensity at advanced nodes and in highperformance compute (HPC) applications. For the current year management characterizes performance as a really good year citing midteens revenue growth at the guidance midpoint high20% EPS growth and increased share of"
X Link 2025-12-03T19:11Z 12.2K followers, [----] engagements

"$HUBB https://x.com/TheValueist/status/1997048696354316552s=20 @TheValueist Always enjoy these Would be interested to hear your thoughts on $HUBB https://x.com/TheValueist/status/1997048696354316552s=20 @TheValueist Always enjoy these Would be interested to hear your thoughts on $HUBB"
X Link 2025-12-05T21:01Z 12.1K followers, [----] engagements

"Boom Superpower Turbine AI Data Centers and Overture Funding Pivot @boomsupersonic $GEV $BKH $CEG $VST Boom Supersonics December [--] 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 12.2K followers, [----] engagements

"$GLW Corning's Springboard Trajectory: AI Solar and Structural Growth https://t.co/uuLvFApjZI https://t.co/uuLvFApjZI"
X Link 2025-12-09T17:00Z 12.2K followers, [----] engagements

"$GEV $ENR $ENR.DE is also massively sandbagging. Not as well positioned as $GEV but the multiple disparity is too big and will close esp as the Europeans wake up. 5% position for me. $ENR.DE is also massively sandbagging. Not as well positioned as $GEV but the multiple disparity is too big and will close esp as the Europeans wake up. 5% position for me"
X Link 2025-12-09T22:17Z 12.1K followers, [----] engagements

"$PWR Quanta Services: Infrastructure Platform and Strategic Growth Outlook https://t.co/ZDQoSSoleJ https://t.co/ZDQoSSoleJ"
X Link 2025-12-09T22:47Z 12.1K followers, [----] engagements

"$DY Dycom's Digital Infrastructure Strategy Executive Assessment and Investment Thesis https://t.co/caJQtQu9dh https://t.co/caJQtQu9dh"
X Link 2025-12-10T19:44Z 12.2K followers, [---] engagements

"I generally don't get involved with names $1bn MV so I am not the best person to ask. The street surprisingly covers it well given its size. $CRSR @TheValueist Thoughts on $crsr @TheValueist Thoughts on $crsr"
X Link 2025-12-11T17:52Z 12.1K followers, [----] engagements

"$ASX ASE Technology: Advanced Packaging Growth and Strategic Governance Evolution https://t.co/wcBsM1vDRW https://t.co/wcBsM1vDRW"
X Link 2025-12-19T19:03Z 12.2K followers, [----] engagements

"$ASX ASE Technology: Advanced Packaging Growth and Strategic Governance Evolution ASE Technology is navigating a transformative shift by prioritizing advanced semiconductor packaging and testing to meet the surging demands of AI and high-performance computing. Through its "LEAP" initiative the company is expanding its high-value technical capabilities such as fan-out chip-on-substrate and chip probing to secure a critical role in the global supply chain. While heavy capital expenditures and currency fluctuations currently pressure profit margins management expects a structural recovery driven"
X Link 2025-12-19T19:05Z 12.2K followers, [----] engagements

"$CTSH The appearance of unusually high capital expenditures and depreciation for Cognizant is largely explained by [--] mechanical factors in the financial statements: (1) reported capex is a narrowly defined cash-flow line item (purchases of property and equipment) that has been stable and modest versus revenue and (2) the income-statement depreciation and amortization line includes a material amortization component tied to acquired intangible assets (customer relationships and other acquisition-related intangibles) which is economically distinct from ongoing cash capex. In the December [--] 2024"
X Link 2025-12-22T04:17Z 12.2K followers, [----] engagements

"$WIT Wipro Limited: Strategic Pivot and Large Deal Execution Analysis https://t.co/nl75werpfb https://t.co/nl75werpfb"
X Link 2025-12-22T14:09Z 12.2K followers, [---] engagements

"$SMCI $DELL $HPE AI Server Infrastructure and the Global ODM Landscape Sector demand has shifted from CPU-centric general-purpose servers toward accelerated systems in which GPUs high-bandwidth memory high-speed networking and power/cooling architecture dominate both the bill of materials and the time-to-deploy constraint set. IDC estimates IT infrastructure for AI semiconductors expanded from $42.1B in [----] to $69.1B in [----] and projected $117.5B in [----] reaching $193.3B by [----] (35.7% CAGR) underscoring that the addressable hardware pool for AI compute is already large and still compounding"
X Link 2025-12-22T15:00Z 12.1K followers, [----] engagements

"$CRDO $MRVL $APH $NVDA Credo Technology: AEC Market Evolution and Competitive Risks This video analyzes the strategic landscape for Credo Technologys Active Electrical Cable (AEC) business weighing its massive growth potential against emerging competitive and architectural threats. While the market for AEC silicon is projected to expand rapidly due to the needs of AI data centers the entry of Marvell and its partnerships with major cable manufacturers like Amphenol introduce significant pricing and market-share risks. Long-term challenges also arise from **co-packaged"
X Link 2025-12-23T23:45Z 12.2K followers, [----] engagements

"$ANET Arista Networks AI Strategy Leadership Analysis and Investment Thesis https://t.co/hjXphydsSq https://t.co/hjXphydsSq"
X Link 2025-12-30T02:56Z 12.2K followers, [----] engagements

"$CRS Carpenter Technology Strategic Outlook and Executive Performance Analysis https://t.co/2zPsz8ygV4 https://t.co/2zPsz8ygV4"
X Link 2026-01-03T02:19Z 12.2K followers, [----] engagements

"$TRGP Targa Resources Strategic Outlook Executive Management Analysis and Investment Thesis https://t.co/ZixdyjAqgl https://t.co/ZixdyjAqgl"
X Link 2026-01-04T15:18Z 12.2K followers, [----] engagements

"$USAC $KGS $AROC $BKR CONTEXT: WHY BOOSTERS EXIST (AND WHY THIS TORQUE IS REAL) Aeroderivative gas turbines can require fuel inlet pressures that exceed [---] psig (60 bar); when LDC / distribution supply is far lower the solution is a Fuel Gas Booster (FGB) compressor package to lift/hold turbine fuel pressure. The AI / hyperscale wave is increasingly pulling on-site gas turbine packages into the data-center stack (speed-to-power + grid congestion). Example: GE Vernova delivering [--] LM2500XPRESS packages (1 GW combined) to Crusoe AI data centers. Siemens Energy is explicitly marketing on-site"
X Link 2026-01-05T05:21Z 12.2K followers, [----] engagements

"$2317 $SMCI $DELL $HPE (Bloomberg) -- Hon Hai Precision Industry Co. reported a 22% increase in quarterly sales after global tech firms accelerated their buildout of data centers for AI. Nvidia Corp.s major server assembly partner posted Monday sales of NT$2.6 trillion ($82.6 billion) in the quarter ended December. Analysts on average were looking for about NT$2.4 trillion. The Taiwanese company is now expanding capacity in the US adding AI server production in Wisconsin and Texas where it operates established campuses. Chip firms including Nvidia and its memory partner Micron Technology Inc."
X Link 2026-01-05T14:01Z 12.2K followers, [----] engagements

"$2408 A Taiwan Stock Exchange attention disclosure by Nanya Technology (2408) reports a sharp profitability inflection into late-2025 with November [----] (114/11) unaudited consolidated revenue of NT$10169 million and attributable net profit of NT$4235 million (EPS NT$1.37) implying a net margin of 41.6% and a pre-tax margin of 50.0%. This compares with [----] Q3 (114Q3) reviewed consolidated revenue of NT$18779 million and attributable net profit of NT$1563 million (EPS NT$0.50) implying a net margin of 8.3% and a pre-tax margin of 10.8% while trailing 4-quarter results through [----] Q3 remain"
X Link 2026-01-06T04:22Z 12K followers, [----] engagements

"$TDS Kerrisdale Capitals January [----] report frames Telecom and Data Systems (TDS) as a post-divestiture infrastructure holding company whose equity valuation continues to reflect the pre-sale complexity and underperformance of the former US Cellular wireless business despite a fundamental shift in asset mix capital allocation and near-term cash realizations. The central claim is a 2-layer valuation disconnect: 1) Array Digital Infrastructure (Array Digital AD) is priced as though tower EBITDA is permanently depressed and announced spectrum monetizations will not be realized and 2) the TDS"
X Link 2026-01-07T16:02Z 12.2K followers, [----] engagements

"$NVDA $TTM $APH $FCX DEFINITIONS: WHAT CCL IS IN THE PCB MATERIAL STACK Copper clad laminate (CCL) is the foundational rigid PCB building block: a cured dielectric composite (resin + reinforcement fabric/filler) permanently laminated to copper foil on [--] or [--] sides. PCB cores are cut from CCL sheets and then patterned/etched to form inner layers or used as outer layers in simpler builds. Prepreg is the related companion material: partially cured (B-stage) resin-impregnated reinforcement (typically glass cloth) without copper. Prepreg is used as the bonding film between cores during multilayer"
X Link 2026-01-07T22:32Z 12.2K followers, [----] engagements

"$BE (Bloomberg) -- Bloom Energy Corp. shares rise 13% in premarket trading Thursday in New York after American Electric Power disclosed it would buy $2.65 billion of the companys fuel cells for a power generation facility in Wyoming. Unregulated AEP subsidiary is buying a substantial portion of its previously disclosed option for up to [--] gigawatt of fuel cells for data centers and other large load customers according to filing Thursday AEP signed 20-year offtake agreement for 100% of the power from the facility with an unnamed third-party customer near Cheyenne Wyoming AEP shares were about"
X Link 2026-01-08T14:32Z 12.2K followers, [----] engagements

"$PKE : appears to have no analyst coverage. Its largest customer GE Aerospace accounts for about 40% of the company's revenue. OVERVIEW Founded in [----] Park Aerospace is a global advanced materials company that develops and manufactures advanced composite materials primary and secondary structures and assemblies and low-volume tooling for the aerospace markets. The company offers an array of advanced composite materials which include film adhesives and lightning strike protection materials specifically designed for hand lay-up or automated fiber placement (AFP) manufacturing applications. Its"
X Link 2026-01-08T15:47Z 12.2K followers, [----] engagements

"$UMAC Unusual Machines: Strategic Shift Operational Execution Analysis and Investment Thesis. https://twitter.com/i/web/status/2009688957857214968 https://twitter.com/i/web/status/2009688957857214968"
X Link 2026-01-09T18:09Z 12.2K followers, [----] engagements

"$TEM Tempus AI: Precision Medicine Strategy Governance Analysis and Investment Thesis. https://t.co/U2C3V62buu https://t.co/U2C3V62buu"
X Link 2026-01-12T15:45Z 12.2K followers, [----] engagements

"$KLAC (Bloomberg) -- KLA Corp. raised to buy from hold at TD Cowen with the analyst noting that the chip equipment maker is set to expand its market share in the coming years. Analyst Krish Sankar says the Streets [----] expectations effectively embed flat KLAC share but he disagrees and models the firms market share rising from 8.3% in [----] to 9.5% in [----] The share gains imply that the firm continues to outgrow WFE (Wafer Fab Equipment) as spend shifts toward leading-edge foundry/DRAM (Dynamic Random Access Memory) PT hikes to $1800 from $1300 new target implies a 26% increase from last close"
X Link 2026-01-13T11:43Z 12.2K followers, [----] engagements

"$IREN back above the 50dma. HCW bullish call this morning. EXECUTIVE OVERVIEW H.C. Wainwright & Co. upgraded IREN Limited (IREN) to Buy via a 2-step rating change and raised its price target to $80 from $56 with the central thesis that [----] will be a breakout year driven by AI infrastructure demand rapid access to large-scale power and positive AI-related investor sentiment with IREN positioned as a highly levered beneficiary due to an announced $9.7B 5-year AI Cloud agreement with Microsoft tied to [---] MW of critical IT capacity at Childress and an asserted [--] GW development pipeline expected"
X Link 2026-01-13T20:33Z 12.2K followers, [----] engagements

"IT guys rallying on the $INFY print. I believe $CTSH is an interesting long here. CTSH: Cognizant price target raised to $98 from $87 at Wells Fargo Wells Fargo raised the firm's price target on Cognizant to $98 from $87 and keeps an Overweight rating on the shares. The firm says its IT Services CIO Survey suggests a neutral/modestly positive [----] demand backdrop. Wells anticipates largely stable growth with potential improvements in discretionary spend. AI will also likely be a net tailwind to Services revenues. $CTSH looks like it will be my horse if I trade the IT Services sector. I'm"
X Link 2026-01-14T14:45Z 12.2K followers, [----] engagements

"My GAI Enterprise SaaS Index sorted by YTD%. Many are down double digits and near 52-week lows when much of the rest of the market is up double digits YTD% and near 52-week highs. $CRM $WDAY $ADBE $NOW $ACN $IBM $CTSH $INFY Build vs. Buy Rebalanced: IT Services in the Agentic Era. https://t.co/IYkFUYbd6C $ACN $IBM $CTSH $INFY Build vs. Buy Rebalanced: IT Services in the Agentic Era. https://t.co/IYkFUYbd6C"
X Link 2026-01-14T16:56Z 12K followers, [----] engagements

"$CEG $VST $TLM $NRG PJM [----] Load Forecast: Powering the Structural Regime Shift https://t.co/MnntP8llET https://t.co/MnntP8llET"
X Link 2026-01-15T05:23Z 12.1K followers, [----] engagements

"$GLXY $CRWV $AEP Galaxy Digital announced completion of an ERCOT Large Load Interconnection Study (LLIS) and receipt of ERCOT approval for an additional [---] MW of computing demand at the Helios data center campus in West Texas with a parallel execution of a service agreement with AEP Texas for the incremental capacity and Wind Energy Transmission Texas LLC (WETT) identified as the transmission interconnection provider that facilitated the LLIS studies. The company stated that this brings total LLIS-complete ERCOT-approved utility-contracted power capacity at Helios to over [---] GW effectively"
X Link 2026-01-15T15:16Z 12.1K followers, [----] engagements

"$GLXY $CRWV $AEP The market loves this announcement. $GLXY $CRWV $AEP Galaxy Digitals Helios Expansion: [---] GW Grid Interconnection Analysis https://t.co/h1AmkKPR7i $GLXY $CRWV $AEP Galaxy Digitals Helios Expansion: [---] GW Grid Interconnection Analysis https://t.co/h1AmkKPR7i"
X Link 2026-01-15T19:15Z 12.2K followers, [----] engagements

"$ASTS AST SpaceMobile and the MDA SHIELD Contract Analysis AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program https://t.co/lJ82hZl6J4 https://t.co/LIaV5NYC4o AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program https://t.co/lJ82hZl6J4 https://t.co/LIaV5NYC4o"
X Link 2026-01-16T13:48Z 12K followers, [----] engagements

"🙏thank you. My drone tracker is below sorted by YTD. They have ripped. Many of these have limited to no earnings. Hard to recommend any at these at their current stock price levels. From it is a real product/real business perspective I like $KTOS $AVAV but I said they have run tremendously and the r/r doesn't necessarily look appealing now. Search my timeline for the tickers of the large ones I have shared a fair bit on them. @TheValueist Hey Mr. The Valueist really appreciate your daily analysis. What are your opinions on drone themes stocks Any top picks across drone @TheValueist Hey Mr."
X Link 2026-01-16T14:38Z 12.2K followers, [----] engagements

"$2408 EXECUTIVE CALL SUMMARY: Nanya Technology (01/19/26) Q4 [----] results reflected an abrupt profitability inflection consistent with a DRAM upcycle under acute supply constraint with NT$30094M net sales (+60.3% QoQ +357.7% YoY) 49.0% gross margin 39.1% operating margin and 36.8% net margin (NT$11083M net income; EPS NT$3.58). Incremental profitability was extreme versus Q3: cost of goods sold was essentially flat QoQ (NT$15334M in Q4 vs NT$15314M in Q3) despite the +60.3% revenue step-up driving a near-vertical gross profit expansion (NT$14759M vs NT$3465M). Cash generation was similarly"
X Link 2026-01-19T11:53Z 12.1K followers, [----] engagements

"$2408 Nanya Technology: Legacy DRAM Price Inflection Cycle Outlook and Investment Thesis. https://t.co/X4oqecLl0Z https://t.co/X4oqecLl0Z"
X Link 2026-01-19T12:05Z 12K followers, [----] engagements

"$KLAC Needham raised the firm's price target on KLA Corp. to $1800 from $1350 and keeps a Strong Buy rating on the shares. Commentary from the Needham Growth Conference pointed to broad-based demand improvement over the past [--] days supporting a bullish sector outlook the analyst tells investors in a research note. Despite strong year-to-date performance the direction for semicap remains positive with Q4 earnings expected to deliver multiple catalysts the firm says. Adding $KLAC long exposure on any weakness. Start with the pricing tape: DRAM is in a powerful upswing and NAND has turned"
X Link 2026-01-20T11:23Z 12.2K followers, [----] engagements

"$TECK Teck Resources late on Tuesday reported an increase in fourth-quarter [----] copper production and achieved full-year [----] copper production guidance. The company produced [------] tons of copper up from [------] tons in the year-ago quarter. Full-year copper production of [------] tons was in line with its [----] guidance of [------] to [------] tons. Copper sales in the fourth quarter were lower than production primarily due to a short-term buildup in inventory at Quebrada Blanca due to adverse weather and sea conditions in December which delayed shipments into early [----]. Teck produced [------] tons"
X Link 2026-01-21T12:46Z 12.2K followers, [----] engagements

"Nat gas rocketing higher. $EQT $EXE $RRC $CTRA"
X Link 2026-01-21T14:31Z 12.1K followers, [----] engagements

"$TECK Teck Resources: [----] Performance and [----] Strategic Outlook $TECK $FCX $SCCO EXECUTIVE OVERVIEW Tecks January [--] [----] production and sales update reported [----] annual output at or near the upper end of prior guidance across copper zinc in concentrate and refined zinc alongside a materially positive Q4 [----] provisional pricing $TECK $FCX $SCCO EXECUTIVE OVERVIEW Tecks January [--] [----] production and sales update reported [----] annual output at or near the upper end of prior guidance across copper zinc in concentrate and refined zinc alongside a materially positive Q4 [----] provisional"
X Link 2026-01-21T15:31Z 12.2K followers, [----] engagements

"$FTAI FTAI Aviation announced it has signed a multi-year agreement with CFM International a joint venture between GE Aerospace and Safran Aircraft Engines to provide component and repair support for CFM56 engines. The new agreement solidifies CFM and FTAI's shared priority of extending the life of CFM56 engines through optimized repair and maintenance offerings which will further strengthen the open maintenance repair and overhaul ecosystem and help support the strong global demand for current generation narrowbody aircraft. Under the agreement FTAI secures OEM replacement part supply thrust"
X Link 2026-01-22T13:43Z 12.1K followers, [----] engagements

"$FORM FormFactor Analysis: AI Growth Margin Expansion Leadership Transitions and Investment Thesis. https://t.co/li73A9z29P https://t.co/li73A9z29P"
X Link 2026-01-22T19:52Z 12.1K followers, [----] engagements

"$NVDA $MU $SNDK $LITE (Bloomberg) -- Chinese officials have told the countrys largest tech firms including Alibaba Group Holding Ltd. they can prepare orders for Nvidia Corp.s H200 AI chips suggesting Beijing is close to formally approving imports of components essential to running artificial intelligence. Regulators have recently granted in-principle approval for Alibaba Tencent Holdings Ltd. and ByteDance Ltd. to move to the next stage of preparations for purchases people familiar with the matter said. The companies are now cleared to discuss specifics such as the amounts they would require"
X Link 2026-01-23T11:54Z 12.2K followers, [----] engagements

"$EQT $RRC $CTRA $EXE https://t.co/LN2ewg4KRv https://t.co/LN2ewg4KRv"
X Link 2026-01-23T14:55Z 12.2K followers, [----] engagements

"$IONQ $SKYT (Investor's Business Daily) -- Continuing its acquisition spree IonQ on Monday announced the purchase of SkyWater Technology in a deal the companies valued at $1.8 billion. IonQ has been the most aggressive acquirer among quantum computing stocks. IonQ will acquire SkyWater for $35 per share in a cash-and-stock transaction. Bloomington Minn.-based SkyWater manufactures the superconducting circuits and specialized silicon required for quantum processors. Quantum computing works on a subatomic level and uses exotic technologies like supercold superconductor chips. Quantum computing"
X Link 2026-01-26T13:50Z 12.1K followers, [----] engagements

"Continued strength in $TECK https://x.com/TheValueist/status/2010770154553045216 $TECK Teck Resources: [----] Performance and [----] Strategic Outlook https://t.co/11L7l2YZeS https://x.com/TheValueist/status/2010770154553045216 $TECK Teck Resources: [----] Performance and [----] Strategic Outlook https://t.co/11L7l2YZeS"
X Link 2026-01-26T15:06Z 12.2K followers, [----] engagements

"People remembering $ANET is an actual company with customers building gigawatt-scale GAI data centers. This is how come everyone including $ANET $SMCI will get a seat at the table. It might not be at the head but everyone eats. The demand is insatiable. This is how come everyone including $ANET $SMCI will get a seat at the table. It might not be at the head but everyone eats. The demand is insatiable"
X Link 2026-01-26T15:12Z 12.1K followers, [----] engagements

"$SANM (Bloomberg) -- Sanmina forecast adjusted earnings per share for the second quarter; the guidance beat the average analyst estimate. SECOND QUARTER FORECAST Sees adjusted EPS $2.25 to $2.55 estimate $2.23 (Bloomberg Consensus) (2 estimates) Sees revenue $3.1 billion to $3.4 billion estimate $3.51 billion FIRST QUARTER RESULTS Adjusted EPS $2.38 vs. $1.44 y/y estimate $1.97 Net sales $3.19 billion +59% y/y estimate $3.08 billion COMMENTARY AND CONTEXT "Our Communications Networks and Cloud & AI Infrastructure end-markets continue to be strong as a result of ongoing demand for AI-driven"
X Link 2026-01-26T21:03Z 12.2K followers, [----] engagements

"$ANET The SemiAnalysis post correctly identifies Aristas large modular 7800R4 chassis as a deep-buffer VOQ-based cell-spraying architecture optimized for high-scale data center and AI fabrics and the example arithmetic of [--] line cards x [--] ports of 800G = [---] ports is internally consistent with an 8-slot 7808-class chassis and with Aristas published 36x800G line-card throughput of [----] Tbps per slot. Several elements of the diagram and supporting narrative are either incorrect ambiguous or materially overstated. The diagrams supervisor part number appears wrong (Arista lists"
X Link 2026-01-27T00:08Z 12.2K followers, [----] engagements

"Wednesday - York Space Systems $YSS Max. $544 million IPO via Goldman Sachs Citigroup JP Morgan Securities Jefferies LLC Raymond James Bank NA Robert W Baird & Co Truist Securities Inc and Wells Fargo Securities LLC; [--] million shares at $30 to $34 each"
X Link 2026-01-27T00:55Z 12.2K followers, [----] engagements

"$BIDU (Dow Jones) -- [----] GMT - Kunlunxin's coming IPO could generate incremental value for its parent Baidu Barclays analysts say in a research note. Baidu's core advertising business has been under significant pressure they note adding that "with consumers now having several AI-powered chatbots on their phones usage of traditional search may be set for an accelerated decline." However the challenges for Baidu's advertising business have been more than offset by recent investor enthusiasm around the company's AI chip business they reckon. Kunlunxin could generate US$1.5 billion-$2 billion"
X Link 2026-01-27T04:28Z 12K followers, [----] engagements

"$FPS Forgent Power Solutions: IPO Analysis Management Overview and Investment Thesis. https://t.co/JgjPircWNQ https://t.co/JgjPircWNQ"
X Link 2026-01-27T15:26Z 12.2K followers, [----] engagements

"$GLW Corning Springboard Strategy Executive Performance Analysis and Investment Thesis. https://t.co/2Jq2VKl685 https://t.co/2Jq2VKl685"
X Link 2026-01-27T16:45Z 12.2K followers, [----] engagements

"$NEE $NVDA KEY TAKEAWAYS: NextEra Energy Inc Q4-2025 Earnings Call (01/27/26) Management framed AI-driven and hyperscaler-driven load growth as a central multi-year demand catalyst repeatedly using more electrons on the grid as the macro premise and positioning NextEra as an energy infrastructure builder to serve that demand across renewables battery storage gas generation transmission gas pipelines and potentially nuclear/SMRs. The most concrete data center disclosures were concentrated at FPL: over [--] gigawatts of large-load interest advanced discussions on about [--] gigawatts and an"
X Link 2026-01-27T17:20Z 12.2K followers, [----] engagements

"$STX (Bloomberg) -- Seagate forecast adjusted earnings per share for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST Sees adjusted EPS $3.20 to $3.40 estimate $3.00 (Bloomberg Consensus) Sees revenue $2.8 billion to $3 billion estimate $2.78 billion SECOND QUARTER RESULTS Adjusted EPS $3.11 vs. $2.03 y/y estimate $2.83 Revenue $2.83 billion +22% y/y estimate $2.75 billion Adjusted gross margin 42.2% vs. 35.5% y/y estimate 41% Adjusted operating margin 31.9% vs. 23.1% y/y estimate 30.7% Cash flow from operations $723 million vs. $221 million y/y"
X Link 2026-01-27T21:08Z 12K followers, [----] engagements

"$DOCN DigitalOcean: Strategic AI Pivot Leadership Transformation Analysis and Investment Thesis. https://t.co/o2ySE7Uely https://t.co/o2ySE7Uely"
X Link 2026-01-28T03:44Z 12.1K followers, [----] engagements

"I havent spent much time looking at $GIB @TheValueist Have you looked at $gib.a CGI @TheValueist Have you looked at $gib.a CGI"
X Link 2026-01-28T11:25Z 12.2K followers, [----] engagements

"This is absolutely ridiculous. I had my Clawdbot / @openclaw call my gym to find out what time the steam room closes and it worked Like it worked absolutely seamlessly on the first call. I set my Clawdbot up on a DigitalOcean $DOCN VPS and linked it with my WhatsApp as the chat/communication method. I then integrated my Clawdbot with @Vapi_AI for outbound/inbound calling. I can now WhatsApp chat with my Clawdbot and instruct him to do things via phone calls. This is mind-boggling. The unfortunate part is that Ive already spent hundreds of dollars in the past days on Anthropic API fees to"
X Link 2026-01-28T17:29Z 12.1K followers, [----] engagements

"$ASML EXECUTIVE CALL SUMMARY: ASML HOLDING N.V. (01/28/26) ASML reported a strong Q4 [----] print with record quarterly revenue and a step-function increase in order intake alongside initial FY2026 guidance that frames another growth year but with a wide revenue corridor and a gross margin profile that is structurally below the [----] model. Q4 total net sales were EUR9.7 billion with gross margin of 52.2% and net income of EUR2.8 billion (EPS EUR7.35). Q4 net bookings were EUR13.2 billion including EUR7.4 billion EUV. FY2025 total net sales were EUR32.7 billion with gross margin of 52.8% and net"
X Link 2026-01-28T17:35Z 12.2K followers, [----] engagements

"$MPWR Monolithic Power Systems: Scaling AI Automotive Power Architectures and Investment Thesis. https://t.co/21yh3eEUvJ https://t.co/21yh3eEUvJ"
X Link 2026-01-28T19:29Z 12.2K followers, [----] engagements

"$LRCX (Bloomberg) -- Lam Research forecast adjusted earnings per share for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST Sees adjusted EPS $1.25 to $1.45 estimate $1.21 (Bloomberg Consensus) Sees revenue $5.4 billion to $6 billion estimate $5.35 billion Sees adjusted gross margin 48% to 50% estimate 48.6% SECOND QUARTER RESULTS Adjusted EPS $1.27 estimate $1.17 Revenue $5.34 billion +22% y/y estimate $5.24 billionSystems revenue $3.36 billion +28% y/y estimate $3.48 billion Customer support-related revenue and other $1.99 billion +14% y/y estimate"
X Link 2026-01-28T21:35Z 12.2K followers, [----] engagements

"$LRCX EXECUTIVE CALL SUMMARY: LAM RESEARCH CORP (01/28/26) December-quarter results were positioned as a high-confidence confirmation that AI-driven semiconductor demand and technology transitions are accelerating into [----] with Lam framing cleanroom space as the binding industry constraint rather than tool demand. Revenue of $5.34B exceeded the midpoint of prior guidance while non-GAAP gross margin of 49.7% non-GAAP operating margin of 34.3% and non-GAAP EPS of $1.27 exceeded the high end of prior guidance ranges. The March-quarter outlook of $5.70B +/- $0.30B revenue and $1.35 +/- $0.10"
X Link 2026-01-29T01:53Z 12.2K followers, 25.8K engagements

"@_XZIIIZX Thanks. Ill take a deeper look"
X Link 2026-01-29T04:00Z 12K followers, [--] engagements

"$FCX $TECK $SCCO *COPPER RISES MORE THAN 10% ABOVE $14400 A TON ON LME Copper strong pre. $FCX $TECK $SCCO https://t.co/aE85Op71tv Copper strong pre. $FCX $TECK $SCCO https://t.co/aE85Op71tv"
X Link 2026-01-29T14:21Z 12.2K followers, [----] engagements

"$DOCN announced a @openclaw / Clawdbot preconfigured package. This is exploding. $NVDA $MU $SNDK https://marketplace.digitalocean.com/apps/moltbot This is absolutely ridiculous. I had my Clawdbot / @openclaw call my gym to find out what time the steam room closes and it worked Like it worked absolutely seamlessly on the first call. I set my Clawdbot up on a DigitalOcean $DOCN VPS and linked it with my WhatsApp as the https://t.co/BR53Om32hd https://marketplace.digitalocean.com/apps/moltbot This is absolutely ridiculous. I had my Clawdbot / @openclaw call my gym to find out what time the steam"
X Link 2026-01-29T16:42Z 12.1K followers, [----] engagements

"Looking at adding to $SATS on this sell-off. $SATS (Bloomberg) -- SpaceX and xAI are in discussions to merge ahead of SpaceXs public offering planned for later this year Reuters reports citing an unidentified person briefed on the matter and two recent company filings. Under the proposed merger shares of xAI would be $SATS (Bloomberg) -- SpaceX and xAI are in discussions to merge ahead of SpaceXs public offering planned for later this year Reuters reports citing an unidentified person briefed on the matter and two recent company filings. Under the proposed merger shares of xAI would be"
X Link 2026-01-29T20:02Z 12.1K followers, [----] engagements

"$BX $NVDA $MU $SNDK $LAZ $NVDA $MU $SNDK https://t.co/Qldcx991Oc $LAZ $NVDA $MU $SNDK https://t.co/Qldcx991Oc"
X Link 2026-01-29T20:38Z 12.2K followers, [----] engagements

"$KLAC (Bloomberg) -- KLA Corp forecast adjusted earnings per share for the third quarter of $8.30 to $9.86. THIRD QUARTER FORECAST Sees adjusted EPS $8.30 to $9.86 estimate $8.96 (Bloomberg Consensus) Sees revenue $3.2 billion to $3.5 billion estimate $3.29 billion SECOND QUARTER RESULTS Adjusted EPS $8.85 vs. $8.20 y/y estimate $8.78 Revenue $3.30 billion +7.2% y/y estimate $3.25 billion Product revenue $2.51 billion +4.2% y/y estimate $2.5 billion Service revenue $786.1 million +18% y/y estimate $742.8 million R&D expenses $383.9 million +11% y/y estimate $373.7 million Capital expenditure"
X Link 2026-01-29T21:21Z 12.2K followers, [----] engagements

"$WDC (Bloomberg) -- Western Digital forecast revenue for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST Sees revenue $3.1 billion to $3.3 billion estimate $2.98 billion (Bloomberg Consensus) Sees adjusted EPS $2.15 to $2.45 estimate $2.00 Sees adjusted gross margin 47% to 48% estimate 44.9% Sees operating expenses $380 million to $390 million estimate $428.7 million SECOND QUARTER RESULTS Adjusted EPS $2.13 estimate $1.95 Net revenue $3.02 billion estimate $2.96 billion Adjusted gross margin 46.1% estimate 44.5% Inventory $1.35 billion Free cash flow"
X Link 2026-01-29T21:21Z 12.1K followers, [----] engagements

"$SNDK $285A (Bloomberg) -- Kioxia Corporation and Sandisk Corporation extended their joint venture agreements at Kioxias Yokkaichi Plant for an additional five years through December [--] [----] with Sandisk paying $1.165b for manufacturing services and supply availability. Payments to be made in installments from [----] to [----] Joint venture agreement for Kitakami Plant also extended through [----] Companies will continue co-development of 3D flash memory technology Partnership aims to address growing demand driven by generative AI applications To view the source of this information click here"
X Link 2026-01-29T21:27Z 12.2K followers, [----] engagements

"$WDC EXECUTIVE CALL SUMMARY: Western Digital Corp (01/29/26) Western Digital reported a materially stronger-than-expected Q2 FY2026 characterized by sustained hyperscale nearline demand accelerating mix shift to higher-capacity drives (including UltraSMR) and continued rapid margin expansion. Revenue was $3.017 billion (+7% Q/Q +25% Y/Y) non-GAAP gross margin was 46.1% (+220 bps Q/Q +770 bps Y/Y) non-GAAP operating margin was 33.8% (+340 bps Q/Q +930 bps Y/Y) and non-GAAP EPS was $2.13 (+20% Q/Q +78% Y/Y). Total exabytes shipped were [---] (+5% Q/Q +22% Y/Y) with nearline exabytes at [---] (+5%"
X Link 2026-01-30T00:07Z 12.1K followers, 18.1K engagements

"Remember $WDC owns 7.5mm shares of $SNDK and has committed to liquidate those shares by 2/24/26 driven by tax consequences from the separation. That is $4.5bn at SNDK price of $600. $WDC EXECUTIVE CALL SUMMARY: Western Digital Corp (01/29/26) Western Digital reported a materially stronger-than-expected Q2 FY2026 characterized by sustained hyperscale nearline demand accelerating mix shift to higher-capacity drives (including UltraSMR) and continued rapid https://t.co/shxKQB9341 $WDC EXECUTIVE CALL SUMMARY: Western Digital Corp (01/29/26) Western Digital reported a materially"
X Link 2026-01-30T00:11Z 12K followers, 16.6K engagements

"$KLAC EXECUTIVE CALL SUMMARY: KLA CORP (01/30/26) The December quarter [----] (fiscal Q2 2026) earnings call communicated a demand environment that strengthened further over the prior [--] to [--] months with management characterizing the company as virtually sold-out across most of our products in the 1st half of calendar [----] and positioning [----] as an expansion year that sets the stage for even more expansion in [--]. Reported results exceeded the midpoint of prior-quarter guidance on revenue gross margin and EPS supported by stronger-than-modeled services performance manufacturing efficiencies and"
X Link 2026-01-30T00:43Z 12.2K followers, [----] engagements

"Will look to add to $KLAC on sell off. (Bloomberg) -- KLA Corp. shares are down 8.3% in extended trading after the chip company reported results for the second quarter and gave an outlook. The stock has surged 39% so far this year as of Thursdays close. KeyBanc Capital Markets (sector weight) KLAC results modestly beat cons. expectations that were slightly ahead of guidance and our initial reaction to the print leans positive The outlook came in a touch above consensus Evercore ISI (outperform PT $1700) The results are better than expected but rising lead times driven by supply constraints"
X Link 2026-01-30T01:47Z 12.2K followers, [----] engagements

"$LITE (Bloomberg) -- Morgan Stanley analyst Meta Marshall raised the target on Lumentum Holdings Inc. to $350 from $304. Maintains equal-weight rating. New PT implies a 8.2% decrease from last price. Upcoming Catalysts Next earnings announcement: Feb. [--] Performance Metrics Investors who followed Marshall's recommendation received a 0% return in the past year compared with a 390% return on the shares. https://twitter.com/i/web/status/2017215534534697386 https://twitter.com/i/web/status/2017215534534697386"
X Link 2026-01-30T12:37Z 12K followers, [----] engagements

"$LITE EXECUTIVE SUMMARY The Morgan Stanley research note dated January [--] [----] provides an FQ2 earnings preview for Lumentum Holdings Inc. (LITE) raising the price target from $304 to $350 while maintaining an Equal-weight rating. The note arrives at a critical inflection point for the optical networking sector with LITE shares having appreciated approximately 100% since early November [----] and buyside CY27 EPS estimates expanding dramatically from approximately $10 to the $15-$20 range during CQ4. The current share price of $381.44 trades approximately 9% above the revised price target"
X Link 2026-01-30T12:57Z 12K followers, [----] engagements

"$KLAC Morgan Stanley raised the firm's price target on KLA Corp. (KLAC) to $1751 from $1697 and keeps an Overweight rating on the shares. KLA's earnings were "not a major surprise" but shares were down post-market driven by the company's FY26 WFE market growth outlook of low-double digits including advanced packaging which is below Lam Research's (LRCX) 23% growth guidance the analyst noted. However the firm sees KLA's WFE guidance as conservative with risk skewed to the upside the analyst tells investors. Will look to add to $KLAC on sell off. (Bloomberg) -- KLA Corp. shares are down 8.3% in"
X Link 2026-01-30T13:19Z 12.2K followers, [----] engagements

"$KLAC $LRCX $AMAT $ONTO EXECUTIVE SUMMARY The SemiAnalysis thread correctly emphasizes that metrology and inspection are foundational process control capabilities in semiconductor manufacturing with direct leverage to yield reliability and ramp velocity. The posts high-level distinction between metrology (quantitative measurement of physical parameters) and inspection (detection and characterization of defects) is directionally accurate and consistent with how leading vendors describe these functions in regulatory disclosures and technical literature. Several statements require technical"
X Link 2026-01-30T14:28Z 12K followers, [----] engagements

"$SNDK getting closer to the $100bn EV bogey. Here's the salt-of-the-earth thought of the day: $SNDK is worth well more than a $56.8bn EV company in today's GAI buildout world. I don't believe you need much more analysis than that yet especially if you are willing and able to hold +12 months. https://t.co/P5937euXPp Here's the salt-of-the-earth thought of the day: $SNDK is worth well more than a $56.8bn EV company in today's GAI buildout world. I don't believe you need much more analysis than that yet especially if you are willing and able to hold +12 months. https://t.co/P5937euXPp"
X Link 2026-01-30T15:29Z 12.1K followers, [----] engagements

"$MXL EXECUTIVE CALL SUMMARY: MaxLinear Inc (01/29/26) Q4 [----] results reflected a continued recovery phase and a visible mix shift toward higher-value infrastructure with revenue of $136.4 million (+8% sequentially +48% year-over-year) and non-GAAP profitability sustained at scale. Management framed [----] as an inflection year and emphasized momentum entering [----] stating that [----] marked a clear inflection year with resurgent growth. Q1 [----] revenue guidance of $130 million to $140 million implied a seasonally resilient setup at the midpoint (approximately -1% sequentially) despite expected"
X Link 2026-01-31T04:04Z 12.2K followers, [----] engagements

"$NVDA $VRT $GEV $ETN EXECUTIVE OVERVIEW The core physical rationale in the SemiAnalysis post is directionally correct: as rack power rises low-voltage distribution (12 V [--] V/54 V-class) drives very high currents that create non-trivial I2R losses voltage droop connector/busbar thermal constraints and mechanical volumetrics that begin to dominate rack design. Increasing distribution voltage to an [---] V-class DC backbone reduces current proportionally and resistive loss quadratically for any fixed distribution resistance materially relaxing copper mass connector design and thermal constraints"
X Link 2026-01-31T04:24Z 12K followers, [----] engagements

"The Kimi K2.5 model instance on NVDA NIMs is overloaded and can't take any new users. Incredible. $NVDA $MU $SNDK $LITE"
X Link 2026-01-31T18:26Z 12.1K followers, 28.9K engagements

"I want to tell you all how ridiculous this is. I (more specifically my Clawdbot) have spun up "our" own instance of a 2x NVDA B300 cloud server and installed a functional working instance of Kimi [---] (yes it is FP1.8 and upgrading from there). It uses OpenAI API endpoints and is now integrated with my Claudbot. I previously said I didn't know Linux and I didn't even know what SSH was before this. Now I have my own private GPU in the cloud running my own private LLM with no prior knowledge of how the plumbing of any of this worked. I have learned a shitload in an incredibly short time; it"
X Link 2026-01-31T21:04Z 12.1K followers, 12.6K engagements

"$MU $SNDK $000660 $005930 EXECUTIVE SUMMARY The ZDNet Korea report dated 2026-02-02 describes a clear inflection in capital allocation for advanced 3D NAND at Samsung Electronics and SK hynix: conversion investments for 9th-generation (V9) NAND are indicated to begin in 2Q26 after prior deferrals driven by DRAM/HBM prioritization. The report frames the shift as a response to accelerating AI-driven SSD demand and an emerging NAND supply squeeze. For Samsung V9 production is characterized as constrained to an estimated [-----] wafers/month to date with a materially larger conversion under"
X Link 2026-02-02T14:19Z 12.1K followers, [----] engagements

"$TER (Bloomberg) -- Teradyne shares jumped 19% in postmarket trading after the company forecast revenue for the first quarter that exceeded the average analyst estimate. FIRST QUARTER FORECAST Sees revenue $1.15 billion to $1.25 billion estimate $929.8 million (Bloomberg Consensus) FOURTH QUARTER RESULTS Adjusted EPS $1.80 vs. 95c y/y estimate $1.36 Net revenue $1.08 billion +44% y/y estimate $964.2 million Engineering and development expenses $143.3 million +12% y/y estimate $133.7 million Semiconductor Test rev. $883 million estimate $786.5 million Adjusted net income $283.0 million"
X Link 2026-02-02T21:51Z 12.1K followers, [----] engagements

"$FN (Bloomberg) -- (Adds shares move.) Fabrinet shares are down8.93%in extended trading despite announcing reported adjusted earnings per share for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS Adjusted EPS $3.36 vs. $2.61 y/y estimate $3.25 (Bloomberg Consensus) Revenue $1.13 billion +36% y/y estimate $1.08 billion Adjusted operating profit $123.4 million estimate $115.8 million THIRD QUARTER FORECAST Sees adjusted EPS $3.45 to $3.60 estimate $3.43 Sees revenue $1.15 billion to $1.20 billion estimate $1.13 billion NOTE For Bloomberg Consensus estimates"
X Link 2026-02-02T21:52Z 12.2K followers, [----] engagements

"$PLTR EXECUTIVE CALL SUMMARY: Palantir Technologies Inc (02/02/26) Q4 [----] results represented a sharp acceleration in both growth and profitability versus recent history with revenue of $1.407 billion up 70% year-over-year and 19% quarter-over-quarter led by the U.S. business at $1.076 billion up 93% year-over-year and 22% quarter-over-quarter. U.S. commercial revenue reached $507 million up 137% year-over-year and 28% quarter-over-quarter while U.S. government revenue reached $570 million up 66% year-over-year and 17% quarter-over-quarter. The quarters scale was accompanied by unusually"
X Link 2026-02-03T00:32Z 12.1K followers, [----] engagements

"$CIEN with another 52w high. $CIEN 52w high. Still more room to reach the internet boom days. 52w high. https://t.co/JYW5otFCd1 $CIEN 52w high. Still more room to reach the internet boom days. 52w high. https://t.co/JYW5otFCd1"
X Link 2026-02-03T00:37Z 12.2K followers, [----] engagements

"$FN EXECUTIVE CALL SUMMARY: Fabrinet (02/02/26) Q2 FY2026 represented a step-change quarter in scale and growth rate with record revenue of $1.13 billion and record non-GAAP EPS of $3.36 both materially above managements prior-quarter guidance ranges. Management characterized Q2 as an excellent second quarter with multiple large key strategic programs across our business and emphasized that the 36% year-over-year growth rate was the fastest year-over-year growth weve achieved since our IPO over [--] years ago. The calls central takeaway was that the company is now experiencing simultaneous"
X Link 2026-02-03T01:29Z 12.2K followers, [----] engagements

"$WULF $NVDA $MU $SNDK TeraWulf Inc. announced the addition of [--] brownfield infrastructure assets in Kentucky and Maryland positioning the transactions as expanding an energy-advantaged digital and power infrastructure portfolio. The company disclosed that the acquisitions add [---] GW of incremental load capacity and increase total platform load capacity to [---] GW across [--] sites while targeting [------] MW of new contracted capacity annually. The disclosed platform includes [-----] MW of contracted capacity and [---] GW of owned pipeline capacity implying that 23.0% of stated load capacity is already"
X Link 2026-02-03T01:47Z 12.1K followers, [----] engagements

"$MU $FN CALL READ-THROUGH TO MICRON The dominant incremental signal for Micron from the Rambus earnings call was that [----] server-memory demand was described as solid but system shipments were repeatedly framed as supply-constrained with explicit emphasis on memory-side constraints and a stated industry dynamic between HBM and standard DDR. This combination is directionally supportive for DRAM pricing and mix but it also increases the probability that realized bit shipments become gated by non-wafer bottlenecks (memory availability packaging/test capacity and module-component availability)"
X Link 2026-02-03T04:16Z 12.2K followers, 11.3K engagements

"Outstanding video on $GLW . Highly recommend watching if you are investing in any part of the optical networking ecosystem. https://youtu.be/Y3KLbc5DlRssi=cePDmMbAduJ_U0HU Sharing this $GLW thread again. It hit an all-time high today. They have fantastic markets with GAI interconnects and solar. Added the benefit of extensive US-based manufacturing. This is down the fairway long for 2026; it will slowly grind higher. Nothing flashy. https://youtu.be/Y3KLbc5DlRssi=cePDmMbAduJ_U0HU Sharing this $GLW thread again. It hit an all-time high today. They have fantastic markets with GAI interconnects"
X Link 2026-02-03T11:09Z 12.1K followers, [----] engagements

"$GEV $791 all time high today"
X Link 2026-02-03T14:55Z 12.2K followers, [----] engagements

"$TER EXECUTIVE CALL SUMMARY: Teradyne Inc. (02/03/26) Q4 [----] represented a material inflection in both financial performance and narrative framing with results and forward outlook dominated by AI-driven compute and memory test demand. Reported Q4 revenue was $1083 million and non-GAAP EPS was $1.80 delivering 41% sequential growth and 44% year-on-year growth in revenue with non-GAAP EPS up 112% sequentially and 89% year-on-year. Results exceeded the prior-quarter guidance range of $920 million to $1000 million revenue and $1.20 to $1.46 non-GAAP EPS implying an 8% revenue beat versus the"
X Link 2026-02-03T17:02Z 12.2K followers, [----] engagements

"$WDC $STX $NVDA $AMD CALL READ-THROUGH FRAME The 02/03/26 Teradyne earnings call framed current conditions as an AI-infrastructure-driven test equipment upcycle with explicit management signaling of front-loaded [----] demand and elevated near-term uncertainty around second-half digestion. The call repeatedly linked the current demand environment to rapid build-out of cloud and edge AI with downstream pull-through extending beyond core compute into adjacent test categories including HDD and SLT and with management emphasizing rising device power and test-program complexity. At the same time"
X Link 2026-02-03T17:08Z 12.2K followers, [----] engagements

"$WDC $SNDK 7.5mm shares must be sold by 2/24/26. @zerohedge Probably JPM selling WDC's 7m SNDK thru pump-and-dump @zerohedge Probably JPM selling WDC's 7m SNDK thru pump-and-dump"
X Link 2026-02-03T17:13Z 12.2K followers, [----] engagements

"$PLTR $CRM $NOW $WDAY Palantir with FDEs is as much of an Accenture consulting company as it is a software company. It has an exceptional product and business. There is no question about it. And there will certainly be edge cases like Palantir (and some cybersecurity as mentioned) relative to the broader SaaS ecosystem. The key issue is how large that edge case set really is. My comprehensive SaaS tracker with [---] companies (the image is only a section of the overall list) has only [--] or 5.9% that are +YTD%. That dispersion suggests the market is not treating software as a uniform category; it"
X Link 2026-02-03T18:24Z 12.2K followers, [----] engagements

"$LITE (Bloomberg) -- Lumentum reported adjusted earnings per share for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS Adjusted EPS $1.67 vs. 42c y/y estimate $1.41 (Bloomberg Consensus) Net revenue $665.5 million +65% y/y estimate $652.5 million THIRD QUARTER FORECAST Sees adjusted EPS $2.15 to $2.35 estimate $1.59 Sees net revenue $780 million to $830 million estimate $707.2 million COMMENTARY AND CONTEXT Our forward guidance calls for over [--] percent year-over-year revenue growth yet we are only at the starting line for two substantial opportunities:"
X Link 2026-02-03T21:06Z 12.2K followers, [----] engagements

"$AMD (Bloomberg) -- AMD reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Adjusted EPS $1.53 vs. $1.09 y/y estimate $1.32 (Bloomberg Consensus) Revenue $10.27 billion +34% y/y estimate $9.65 billionData center revenue $5.38 billion +39% y/y estimate $4.97 billion Gaming revenue $843 million +50% y/y estimate $855.3 million Client revenue $3.10 billion +34% y/y estimate $2.89 billion Embedded revenue $950 million +2.9% y/y estimate $960.7 million Adjusted gross margin 57% vs. 54% y/y estimate 54.5% Capital expenditure"
X Link 2026-02-03T21:15Z 12.2K followers, [----] engagements

"$LITE EXECUTIVE CALL SUMMARY: Lumentum Holdings Inc (02/03/26) FQ2 [----] results reflected a sharp step-function in scale and profitability driven primarily by AI-related optical demand improving manufacturing utilization favorable product mix and selective price increases. Revenue was $665.5 million described as a company record for the 2nd consecutive quarter with management citing over 65% y/y growth. Non-GAAP gross margin expanded to 42.5% and non-GAAP operating margin expanded to 25.2% representing [----] bps and [----] bps y/y improvements respectively. Non-GAAP EPS was $1.67. Guidance for"
X Link 2026-02-04T05:45Z 12.2K followers, [----] engagements

"$SMCI EXECUTIVE CALL SUMMARY: Super Micro Computer Inc (02/03/26) Q2 FY26 results reflected an extreme step-function revenue ramp driven by rack-scale AI deployments accompanied by a sharp mix-driven compression in gross margin and an offsetting acceleration in operating leverage. Revenue of $12.7B was reported as up 123% YoY and up 153% QoQ with management explicitly attributing approximately $1.5B of Q2 revenue to delayed Q1 shipments due to customer readiness. The quarter materially exceeded prior-quarter guidance of $10.0B-$11.0B in revenue and $0.37-$0.45 GAAP EPS / $0.46-$0.54 non-GAAP"
X Link 2026-02-04T05:53Z 12.2K followers, [----] engagements

"$APP *APPLOVIN QUICKLY EXTENDS DROP TO 12%"
X Link 2026-02-04T14:05Z 12.2K followers, [----] engagements

"I've committed to focusing my X account on TMT/Power but it's hard not to look at this. I've been a long-term $LLY investor for many years. The divergence from $NVO is wild and impressive. Tale of two management approaches. Both companies were at the forefront of the GLP/GIP frenzy and only one was able to capitalize. https://twitter.com/i/web/status/2019059427689611640 https://twitter.com/i/web/status/2019059427689611640"
X Link 2026-02-04T14:44Z 12.2K followers, [----] engagements

"DISTRESS WATCH: Troubled Software Debt Swells on AI Disruption By Dorothy Ma and Luca Casiraghi (Bloomberg) -- Rapid advances in artificial intelligence capabilities have triggered a fresh wave of distress across software companies as investors pare back positions amid concerns that some products may become obsolete sooner than expected.A sell-off last week hit the debt of firms including CDK Global McAfee Cornerstone OnDemand and Idera pushing their bonds and loans into distressed territory. Investors also traded down the debt of Newfold Digital which recently struck a deal favoring some"
X Link 2026-02-04T16:34Z 12.2K followers, [----] engagements

"$COHR (Bloomberg) -- Coherent Corp reported adjusted earnings per share for the second quarter that beat the average analyst estimate. SECOND QUARTER RESULTS Adjusted EPS $1.29 vs. 95c y/y estimate $1.21 (Bloomberg Consensus) EPS 76c vs. 44c y/y Revenue $1.69 billion +17% y/y estimate $1.64 billion https://twitter.com/i/web/status/2019156570756772309 https://twitter.com/i/web/status/2019156570756772309"
X Link 2026-02-04T21:10Z 12.2K followers, [----] engagements

"This market is like a needy significant other. Always wanting reconfirmation that the relationship is real. $NVDA $MU $SNDK $LITE $GOOGL (Bloomberg) -- Alphabet reported revenue ex-TAC for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Revenue ex-TAC $97.23 billion +19% y/y estimate $95.17 billion (Bloomberg Consensus) EPS $2.82 vs. $2.15 y/y estimate $2.65 $GOOGL (Bloomberg) -- Alphabet reported revenue ex-TAC for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Revenue ex-TAC $97.23 billion +19% y/y estimate $95.17 billion"
X Link 2026-02-04T21:30Z 12.2K followers, [----] engagements

"$FORM (Bloomberg) -- (Updates with share move.) FormFactor shares rise 17% in after hours trading after the maker of semiconductor wafer probe cards gave a first-quarter adjusted earnings per share outlook that beat the average analyst estimate. FIRST QUARTER FORECAST Sees adjusted EPS 41c to 49c estimate 31c (Bloomberg Consensus) Sees adjusted revenue $220 million to $230 million Sees adjusted gross margin 43.5% to 46.5% estimate 42.5% FOURTH QUARTER RESULTS Adjusted EPS 46c vs. 27c y/y estimate 35c Revenue $215.2 million +14% y/y estimate $210.2 million Adjusted gross margin 43.9% vs. 40.2%"
X Link 2026-02-04T22:15Z 12.2K followers, [----] engagements

"$FORM EXECUTIVE CALL SUMMARY: FormFactor Inc (02/04/26) Q4 FY25 results and Q1 FY26 guidance indicated an accelerated profitability inflection alongside sustained demand strength in advanced packaging test led by DRAM (including HBM) and data-center-driven Foundry & Logic applications. Q4 revenue of $215.2m exceeded the high end of prior guidance and increased 6.2% sequentially and 13.6% YoY; non-GAAP gross margin expanded to 43.9% and non-GAAP EPS rose to $0.46. FY25 revenue reached $785.0m (+2.8% YoY). Q1 guidance called for revenue of $225m +/- $5m non-GAAP gross margin of 45.0% +/- 1.5%"
X Link 2026-02-05T02:31Z 12.1K followers, [----] engagements

"$TTMI EXECUTIVE CALL SUMMARY: TTM Technologies Inc (02/04/26) TTM delivered a strong Q4 [----] print with net sales of $774.3 million (+19% year-on-year) and non-GAAP EPS of $0.70 described as an all-time quarterly record-high for TTM. Management characterized performance as above the high end of prior sales guidance and at the high end of prior EPS guidance with broad-based growth led by AI-driven Data Center Computing and Networking complemented by continued expansion in Aerospace & Defense (A&D) and Medical/Industrial/Instrumentation. Profitability expanded despite an ongoing Penang ramp"
X Link 2026-02-05T12:53Z 12.2K followers, [----] engagements

"The beginning of Blackwell-based models. And then in [--] months we're going to have Rubin-based models. $NVDA $MU $SNDK $LITE OpenAIs new GPT5.3Codex was codesigned for trained with and is served on NVIDIA GB200 NVL72 systems accelerating the frontier of AI. Were excited to see what developers build next with this breakthrough in code intelligence. OpenAIs new GPT5.3Codex was codesigned for trained with and is served on NVIDIA GB200 NVL72 systems accelerating the frontier of AI. Were excited to see what developers build next with this breakthrough in code intelligence"
X Link 2026-02-05T19:19Z 12.2K followers, [----] engagements

"I hope you all realize that if my simple 6th-grade development skills can spawn three agents some team of MIT PhDs is spawning thousands. Clawdbot is anything but the final form factor - it is literally the day [--] product. $NVDA $MU $SNDK $LITE I will never stop getting a kick out of this. If you don't know ClawdBot can spawn multiple clones of a sub-agent at will (you can set the guardrails) to get to work at his the Master ClawdBot's discretion. Developer Dan is my cracked (as the kids say) developer agent whose https://t.co/rnHGB0AkO4 I will never stop getting a kick out of this. If you"
X Link 2026-02-05T19:47Z 12.2K followers, [----] engagements

"$MTSI EXECUTIVE CALL SUMMARY: MACOM Technology Solutions Holdings Inc (02/05/26) Fiscal Q1 [----] results and Q2 guidance reinforced an accelerating growth narrative centered on data center optical and high-speed analog content alongside continued strength in industrial and defense and a more timing-dependent telecom setup. Revenue was $271.6 million (+4% sequential +24.5% year-over-year) with adjusted EPS of $1.02 (vs $0.94 in fiscal Q4 2025) supported by adjusted gross margin of 57.6% and record adjusted operating income of $74.0 million (+10.4% sequential +33.5% year-over-year). Demand and"
X Link 2026-02-05T21:02Z 12.2K followers, [---] engagements

"$AMZN *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B $NVDA $MU $SNDK $LITE"
X Link 2026-02-05T21:03Z 12.1K followers, 54.7K engagements

"$MCHP (Bloomberg) -- Microchip forecast net sales for the fourth quarter; the guidance beat the average analyst estimate. FOURTH QUARTER FORECAST Sees net sales $1.24 billion to $1.28 billion estimate $1.23 billion (Bloomberg Consensus) Sees adjusted gross margin 60.5% to 61.5% estimate 59.8% THIRD QUARTER RESULTS Adjusted EPS 44c vs. 20c y/y estimate 42c Adjusted gross margin 60.5% vs. 55.4% y/y estimate 58.6% R&D expenses $274.3 million +11% y/y estimate $267.2 million Net sales $1.19 billion +16% y/y estimate $1.18 billion COMMENTARY AND CONTEXT "Taking all these factors into account we"
X Link 2026-02-05T21:16Z 12.1K followers, [---] engagements

"$MPWR (Bloomberg) -- Monolithic Power reported adjusted earnings per share for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Adjusted EPS $4.79 vs. $4.09 y/y estimate $4.74 (Bloomberg Consensus) Revenue $751.2 million +21% y/y estimate $742.6 million Adjusted gross margin 55.5% vs. 55.8% y/y estimate 55.5% Adjusted operating expenses $148.1 million +17% y/y estimate $147.7 million FIRST QUARTER FORECAST Sees revenue $770 million to $790 million estimate $739.3 million Sees adjusted gross margin 55.2% to 55.8% estimate 55.5% Sees adjusted operating expenses"
X Link 2026-02-05T21:55Z 12.2K followers, [----] engagements

"$MCHP $MU $SNDK Did someone say NAND"
X Link 2026-02-05T23:50Z 12.2K followers, [----] engagements

"$AMZN EXECUTIVE CALL SUMMARY: Inc (02/05/26) Amazon reported Q4 [----] net sales of $213.4 billion up 14% year-over-year (12% excluding a $2.8 billion foreign-exchange tailwind) with operating income of $25.0 billion and net income of $21.2 billion ($1.95 diluted EPS). Q4 operating income included $2.4 billion of special charges (tax dispute and lawsuit settlement severance and asset impairments) implying underlying operating income of $27.4 billion absent these items. AWS growth re-accelerated to 24% year-over-year to $35.6 billion adding $2.6 billion sequentially and reaching a $142 billion"
X Link 2026-02-06T00:43Z 12.1K followers, [----] engagements

"$MPWR EXECUTIVE CALL SUMMARY: MONOLITHIC POWER SYSTEMS INC (02/05/26) Management framed Q4 [----] as a demand re-acceleration quarter with materially improved order visibility highlighted by record quarterly revenue of $751.2 million up 1.9% sequentially and up 20.8% year-over-year. Full-year [----] revenue was reported at $2.8 billion up 26.4% year-over-year extending the companys growth streak to [--] consecutive years. The most consequential incremental datapoint from the call was the stated change in enterprise data ordering behavior: Our book-to-bill ratio was well in excess of [--] with backlog"
X Link 2026-02-06T01:02Z 12.2K followers, [----] engagements

"$NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY Claude Opus [---] was released on 2026-02-05 as Anthropics highest-end Opus-class model positioned for complex long-horizon agentic work and large-scale codebase workflows while also being marketed explicitly for enterprise knowledge work outputs (documents spreadsheets presentations) rather than coding alone. (Anthropic) The release narrative centers on [--] pillars: (1) materially improved long-context utilization (explicitly framed as reducing context rot) (2) stronger planning and sustained autonomy for agentic coding and tool use and (3) expanded"
X Link 2026-02-06T01:06Z 12.1K followers, [----] engagements

"$IREN EXECUTIVE CALL SUMMARY: IREN Ltd (02/05/26) The quarters earnings call was dominated by [--] intertwined messages: 1) a material reduction in financing and execution overhang for the $9.7 billion Microsoft AI contract via a $3.6 billion delayed-draw GPU financing package priced at 6% and supported by $1.9 billion of customer prepayments and 2) continued positioning of IRENs platform as a vertically integrated AI cloud provider with a large secured-power pipeline intended to be monetized through long-duration high-value cloud contracts rather than lower-value colocation. The call reiterated"
X Link 2026-02-06T01:45Z 12.2K followers, [----] engagements

"I would strongly reconsider your analysis if you don't believe in [--] months a large multi-agentic Rubin-powered LLM system will not be able to replicate virtually any software product that exists in the public domain. Who controls and implements it is still up for discussion. $CRM has 76k employees and how many of those will still be there in [--] months I wouldn't underestimate a team of [---] MIT Ph.D.s controlling thousands of agents. $NVDA $MU $SNDK $LITE When I worked at Microsoft the compiler team was the smartest per employee of any and it wasn't even close to number two. When I worked at"
X Link 2026-02-06T01:56Z 12.1K followers, 12.1K engagements

"🙏 thank you. $MCHP AH reaction likely reflects quality/duration concerns more than the headline beat/raise. Key negatives the tape can anchor on: Visibility + pull-ins: mgmt explicitly said We cant say that we have great visibility outside of the current quarter and acknowledged timing shifts (customers pulling their backlog from March into December and backlog is being pulled from April into this quarter). That invites the double-ordering / early-cycle pull-forward debate even if demand is improving. GM path not a quick snapback: Q3 GM had $51.7m underutilization + $58.4m inventory"
X Link 2026-02-06T04:30Z 12.1K followers, [----] engagements

"$MCHP EXECUTIVE CALL SUMMARY: MICROCHIP TECHNOLOGY INC (02/05/26) Microchip reported a material upside versus the prior quarters positioning with fiscal Q3 [----] (December quarter) net sales of $1.186 billion up 4% sequentially and up 15.6% year over year alongside non-GAAP EPS of $0.44. Management characterized demand as improving across most end markets and highlighted a meaningful recovery in bookings and backlog with particular strength cited in aerospace and defense networking/connectivity data center solutions FPGA and select memory products. The calls most consequential incremental"
X Link 2026-02-06T11:43Z 12.2K followers, [----] engagements

"$MCHP $MU $SNDK NAND FLASH BROADER FLASH MEMORY AND PRICING POWER 1.READ-THROUGH: MANAGEMENT CHARACTERIZATION OF NAND/FLASH AS VERY CONSTRAINED SUPPORTS A TIGHTER SUPPLY / BETTER PRICING TAPE FOR NAND AND ENTERPRISE SSD BOMs THAN IMPLIED BY A NORMALIZING SEMI BACKDROP Supporting call evidence: high-bandwidth memory is really constrained and in general just the NAND as well as the flash node flash memory is very constrained and this entire memory shortage isnt going away anytime soon. It could be a couple of year phenomena. Affected companies (Ticker: Country): Micron (MU: US); SK hynix"
X Link 2026-02-06T11:44Z 12.1K followers, [----] engagements

"Im now running Claude Opus [---] as my daily-driver model in ClawdBot / OpenClaw. Across longer sessions and complex tasks its been noticeably stronger than previous Opus releases. However it still makes mistakes and gets hung up; it is not perfect and there is absolutely room for improvement. OpenClaw doesnt support it out of the box yet so theres some manual setup involved but its straightforward once you know the gotchas. Installation instructions are below. $NVDA $MU $SNDK $LITE How to Run Claude Opus [---] on OpenClaw A step-by-step guide to adding Anthropic's Claude Opus [---] as a custom"
X Link 2026-02-06T13:25Z 12K followers, [----] engagements

"Last night my ClawdBot/OpenClaw running Opus [---] brought up Qwen3-235B in native NVFP4 almost entirely on its own on a @verdacloud B300 (262GB HBM). I intentionally chose a native NVFP4 LLM to understand the real-world differences of NVFP4 versus other quantization methods including the requirement for CUDA 13.0+. What stood out is how far NVIDIA has pushed this toward a packaged near-turnkey experience. This no longer feels like stitching together fragile research code; it feels like deploying infrastructure (as I understand it). My biggest takeaway: the belief that large enterprises or"
X Link 2026-02-06T14:14Z 12K followers, [----] engagements

"$NVDA $MU $SNDK $LITE This is an excellent post to unpack. Let me break down what Jared Kubin is communicating here as it sits squarely at the intersection of LLM-based coding agents and quantitative finance two domains where precision is non-negotiable. The Core Message Kubin is a quantitative researcher/trader (a quant) who uses AI coding agents (like Claude ChatGPT Cursor Copilot etc.) to help him write and debug code for his trading strategies and portfolio management. His warning is simple but critical: LLMs make subtle domain-specific errors while presenting those errors with complete"
X Link 2026-02-06T15:35Z 12.2K followers, [----] engagements

"For my third test I aimed to gauge how quickly I could deploy a production-level LLM. I selected the smaller DeepSeek-R1 671B (FP2.5 - UD-Q2_K_XL 212GB) on an NVDA B300 (268GB HBM). The entire process took [--] minutes from start to finish executed entirely by my ClawdBot (running Opus 4.6) with zero input from me; I simply issued the 'start' command and it proceeded. ClawdBot having the memory and documentation from setting up the previous two LLM tests definitely helped accelerate the process. I was genuinely shocked by how fast it was completed. In [--] months these will almost all be"
X Link 2026-02-06T19:10Z 12K followers, [----] engagements

"I was going to order the DGX Spark to play around with because I'm an LLM expert now 😆 but when I took a closer look it only has 128GB of unified memory. Almost totally useless for a model of any quality. You can't load any of the test models I stood up onto it. The demand for HBM will be off the charts going forward. $NVDA $MU $SNDK $LITE https://marketplace.nvidia.com/en-us/enterprise/personal-ai-supercomputers/dgx-spark/ https://marketplace.nvidia.com/en-us/enterprise/personal-ai-supercomputers/dgx-spark/"
X Link 2026-02-06T20:56Z 12K followers, [----] engagements

"I realized this today after seeing a massive token bill from Anthropic. When you setup a custom model in ClawdBot the Anthropic prompt caching presets dont carry over - you need to create it manually. $NVDA $MU $SNDK $LITE # Setting Up Prompt Caching for Claude Opus [---] in OpenClaw A guide to adding a custom Anthropic model with full prompt caching support --- ## Why This Is Needed OpenClaw ships with built-in Anthropic models (Opus [---] Sonnet [---] etc.) that work out of the box. But when Anthropic releases a new model like Claude Opus 4.6 before OpenClaw adds it to its built-in"
X Link 2026-02-06T21:27Z 12K followers, [----] engagements

"$NVDA $MU $SNDK $LITE PAPER OVERVIEW AND CORE CLAIMS The paper KV Cache Transform Coding for Compact Storage in LLM Inference introduces kvtc a transform-coding pipeline that compresses transformer key-value (KV) caches primarily for storage and transfer in LLM serving rather than for accelerating the per-token attention kernel during active decoding. The method combines [--] stages: (1) feature decorrelation via a PCA basis computed from a calibration dataset and reused across requests; (2) adaptive variable-precision quantization with bit allocation solved via dynamic programming (DP)"
X Link 2026-02-06T23:35Z 12.2K followers, 15.7K engagements

"Morning reps in the squat rack while ClawdBot works to get our next LLM operational. What could be better This one has proven to be certainly more tricky. $NVDA $MU $SNDK $LITE"
X Link 2026-02-07T13:35Z 12K followers, [----] engagements

"Not a bad email to see in the morning. The trend is your friend. @whalewisdom $NVDA $MU $SNDK $LITE"
X Link 2026-02-07T14:53Z 12K followers, [----] engagements

"$NVDA $MU $SNDK $LITE These are the intricacies and nuances I could never learn without standing up many variations of LLMs on my own. More to be revealed. openclaw Exactly right. That's the key difference: vLLM: Runtime settings. You just pass flags like --max-model-len [------] and it works. Want to change it Stop change the flag restart. [--] seconds. TensorRT-LLM: Compile-time settings. The engine is a pre-compiled binary optimized for your exact GPU + exact settings. max_seq_len batch size precision all baked in at build time. Change anything Rebuild the whole engine. [--] min. The"
X Link 2026-02-07T18:25Z 12.1K followers, [----] engagements

"🙏 thank you. Perhaps one day in the near future my ClawdBot will manage that process. @TheValueist You should monetizea youtube channel with these.they are so so good @TheValueist You should monetizea youtube channel with these.they are so so good"
X Link 2026-02-07T22:04Z 12K followers, [----] engagements

"$NVDA $MU $SNDK $LITE The Inference Moat: vLLM TensorRT-LLM and NVIDIA's $/Token Advantage https://t.co/9PJ2KXUydz https://t.co/9PJ2KXUydz"
X Link 2026-02-07T23:19Z 12.1K followers, [----] engagements

"$NVDA $MU $SNDK $LITE Over the last stretch in the post-ClawdBot era Ive been heads-down grinding and standing up production-grade frontier LLM stacksmultiple variations and permutationsfocused on 250B+ parameter-class deployments. The count is [--] full stand-ups so far and Ill publish a detailed write-up on what worked what broke and the investable implications. For now a quick field update: NVFP4NVIDIAs FP4 format implemented in Blackwell Tensor Coresis absolutely real in practice not just in theory. The step-function improvement is hardware + software stack dependent and is most pronounced"
X Link 2026-02-08T16:30Z 12.2K followers, [----] engagements

"$NVDA $MU $SNDK $LITE Solving AI Agent Memory Loss: A Seven-Layer Architecture for Persistent Context at Scale https://t.co/RHu6dlhuBF https://t.co/RHu6dlhuBF"
X Link 2026-02-08T22:37Z 12.2K followers, [----] engagements

"🙏 thank you @JeffBro52400644 . I appreciate your kind words. It's outstanding to hear that people find value in what I share. It is reinforcement for me of my process. It is truly amazing that you can get material like this for free. Thank you @TheValueist I am humbled by your skills. I could never give my followers this kind of value. I am long (very long) NVDA and have positions in $SNDK and $MU for quite awhile It is truly amazing that you can get material like this for free. Thank you @TheValueist I am humbled by your skills. I could never give my followers this kind of value. I am long"
X Link 2026-02-09T01:46Z 12.1K followers, [----] engagements

"I love seeing this while watching the Super Bowl. My ClawdBot got a beast mode NVDA 8x B300 (2200GB HBM) up running DeepSeek V3.2 BF16 on vLLM. He impressed himself. $NVDA $MU $SNDK $LITE Standard output test below. Before the bulls would bellow low And red would bleed on ticker-tape Before the frantic pace would grow To make or break a mortal's fate There stood a wall of timbered height On island soil by Dutch decree A modest fence against the night And threat upon the salty sea. The English claiming New York's ground Tore down the barricade of wood But where its shadow touched the ground A"
X Link 2026-02-09T02:48Z 12.2K followers, [----] engagements

"This $APP is working I like taking a stab at $APP here. Earnings on 2/11/26. (Bloomberg) -- Shares of AppLovin and Unity Software extended declines on Wednesday as concerns about disruption related to AI services continue to spread. AppLovin tumbles as much as 15% while Unity falls 12% The slumps https://t.co/i66IxoqbAi I like taking a stab at $APP here. Earnings on 2/11/26. (Bloomberg) -- Shares of AppLovin and Unity Software extended declines on Wednesday as concerns about disruption related to AI services continue to spread. AppLovin tumbles as much as 15% while Unity falls 12% The slumps"
X Link 2026-02-09T16:21Z 12.2K followers, [----] engagements

"I'm telling you all absolutely unequivocally after going through this process and standing up [--] +250BN parameter LLMs with many different permutations and combinations of model family model size inference engine and other levers HBM is a massive gating factor. It was without a doubt the most difficult part of the process to manage and structure around. These models must get bigger to become more capable then you layer on the explosion in KV cache size. We are nowhere near the end of the memory supercycle on the HBM/DRAM side. There will be plenty of business for everyone NVIDIA or not but of"
X Link 2026-02-09T17:19Z 12.2K followers, 19.5K engagements

"$LITE all-time high and along for the ride in today's optics rip. EV has close to doubled since this post below. I still believe there is room to hold for the long term. $LITE is another. $26.2bn EV seems too low for what is coming for GAI infrastructure buildout. This is not a scientific or deeply analytical view - it is a gut feel. https://t.co/lqmLEy2ZHs $LITE is another. $26.2bn EV seems too low for what is coming for GAI infrastructure buildout. This is not a scientific or deeply analytical view - it is a gut feel. https://t.co/lqmLEy2ZHs"
X Link 2026-02-09T17:23Z 12.2K followers, [----] engagements

"My updated Custom Index Dashboard is attached sorted by YTD%. My GAI TMT [--] Horsemen Index is at the top of the chart 15% higher than its nearest competitor GAI NAND Index. I still believe there is room to go. The trend is your friend. $NVDA $MU $SNDK $LITE"
X Link 2026-02-09T19:05Z 12.2K followers, [----] engagements

"$MU $000660 $005930 $NVDA HBM4E and the Bit Trade Ratio: DRAMs Structural Shift I'm telling you all absolutely unequivocally after going through this process and standing up [--] +250BN parameter LLMs with many different permutations and combinations of model family model size inference engine and other levers HBM is a massive gating factor. It was I'm telling you all absolutely unequivocally after going through this process and standing up [--] +250BN parameter LLMs with many different permutations and combinations of model family model size inference engine and other levers HBM is a massive"
X Link 2026-02-09T19:10Z 12.2K followers, 18.4K engagements

"$NVDA $MU $SNDK $LITE VibeTensor: NVIDIA R&D Signal From Full Scale Agentic Code Generation NVIDIA just dropped a fascinating new project called VibeTensor. Its a deep learning runtime similar in spirit to @PyTorch. But the real story is how it was built. Instead of a team of @Nvidia engineers manually writing every line LLM-powered coding agents generated the bulk https://t.co/vRhuQKi9xT NVIDIA just dropped a fascinating new project called VibeTensor. Its a deep learning runtime similar in spirit to @PyTorch. But the real story is how it was built. Instead of a team of @Nvidia engineers"
X Link 2026-02-09T21:24Z 12.2K followers, [----] engagements

"$AMKR (Bloomberg) -- Amkor Technology forecast net sales for the first quarter; the guidance beat the average analyst estimate. FIRST QUARTER FORECAST Sees net sales $1.60 billion to $1.70 billion estimate $1.53 billion (Bloomberg Consensus) Sees EPS 18c to 28c estimate 21c YEAR FORECAST Sees capital expenditure about $2.5 billion to $3.0 billion FOURTH QUARTER RESULTS EPS 69c vs. 43c y/y estimate 44c Net sales $1.89 billion +16% y/y estimate $1.84 billion Gross margin 16.7% vs. 15.1% y/y estimate 14.5% Adjusted Ebitda $369 million +22% y/y estimate $319.2 million NOTE For Bloomberg Consensus"
X Link 2026-02-09T21:59Z 12.2K followers, [----] engagements

"$2301 LITEON Technology (2301-tw) today reported its January consolidated revenue of NT$14.1 billion up 16% Y-o-Y. High-end server power systems for cloud and AI applications highefficiency backup battery units (BBU) and optoelectronic semiconductor products all posted Y-o-Y growth. Cloud & AIoT Business contributed a 52% share of total sales of which benefiting from the delivery growth for power management systems of high-end datacenter server AI and cloud computing Cloud & AIoT business posted a yearly growth nearly 40%. Opto-electronics Business contributed a 17% share of sales of which"
X Link 2026-02-09T22:08Z 12.2K followers, [----] engagements

"$2301 OVERVIEW AND PRIMARY SIGNALS LITEON Technology reported January consolidated revenue of NT$14.1 billion up 16% Y-o-Y with explicit attribution of growth to high-end server power systems for cloud and AI applications high-efficiency backup battery units (BBU) and optoelectronic semiconductor products. The mix was heavily tilted to infrastructure: Cloud & AIoT contributed 52% of sales and was described as posting nearly 40% Y-o-Y growth driven by delivery growth of power management systems for high-end datacenter servers AI and cloud computing. Opto-electronics contributed 17% of sales"
X Link 2026-02-09T22:50Z 12.2K followers, [----] engagements

"$AMKR consensus capex was at $1.6bn. These guys are not morons. They wouldn't jack up capex if they didn't see a huge pipeline of new business. They are the only US-based OSAT in the world and I believe that gives them a significant advantage. I've shared much about this company; search my timeline if you want more. * Sees capital expenditure of about $2.5 billion to $3.0 billion One reason I like $AMKR here is that it is the only pure-play US-based OSAT. They are building a new advanced packaging and test facility next to the TSMC fab in Arizona with production scheduled to begin in H1-2028."
X Link 2026-02-09T22:51Z 12.2K followers, [----] engagements

"$AMKR EXECUTIVE CALL SUMMARY: (AMKOR TECHNOLOGY 02/09/26) Amkor reported Q4 [----] results above prior guidance on revenue and materially above on reported profitability with the upside concentrated in communications and supported by continued strength in advanced automotive. Q4 net sales were $1.888b (up 16% y/y down 5% q/q) and diluted EPS was $0.69. Reported gross margin was 16.7% and operating margin was 9.8%. Full-year [----] net sales were $6.708b (up 6% y/y) with 14.0% gross margin and $1.50 diluted EPS. (SEC) The earnings quality was meaningfully influenced by discrete items with Q4 gross"
X Link 2026-02-10T00:27Z 12.2K followers, [----] engagements

"$AMKR AI / DATA CENTER ADVANCED PACKAGING TEST AND SUBSTRATE ECOSYSTEM READ-THROUGH [--] (POSITIVE): AI/HPC ADVANCED PACKAGING DEMAND IS ACCELERATING WITH OSAT-BASED 2.5D AND HIGH-DENSITY FAN-OUT RAMPING INTO HIGH VOLUME IN 2H 2026; THIS IS A HIGH-CONFIDENCE DEMAND SIGNAL FOR THE ADVANCED PACKAGING AND TEST TOOLCHAIN AND FOR ABF SUBSTRATES. Call support: We have [--] additional programs in final qualification for HDFO-supporting AI data centers launching both programs into high volume in the second half of the year. When we look at the 2.5D and HDFO platforms were expecting that to nearly triple"
X Link 2026-02-10T00:49Z 12.2K followers, [----] engagements

"$ON EARNINGS CALL READ-THROUGHS AI DATA CENTER POWER AND ELECTRICAL INFRASTRUCTURE ASIAN POWER SUPPLY OEMS ARE IMPLICITLY SEEING CONTINUED AI RACK BUILDOUT; THIS IS A NEAR-TERM VOLUME READ-THROUGH NOT JUST A 2027+ ROADMAP STORY Supporting call evidence: At the RAC level we have secured designs for our SiC and Silicon MOSFET and our SiC JFET in both the BBU and PSU systems with Delta Lite-On and Greatwall to serve both their Western and China customers as the AI ecosystem continues to build out. We expect production volumes to begin this quarter (UPS-stage design win using SiC module). The AI"
X Link 2026-02-10T00:59Z 12.2K followers, [----] engagements

"$TACO $TSM $AMZN $GOOGL $MSFT (Bloomberg) -- US tech giants such as Amazon Google and Microsoft are set to get a reprieve from forthcoming US tariffs on imported semiconductors under a new Commerce Department plan the Financial Times reports. FT cites people familiar with the matter The tariff carve-outs would be tied to investment commitments by TSMC FT says FT cites administration official briefed on the plans as saying that the plans were in flux and had not been signed by President Trump Size of the rebate program would be linked to recent US-Taiwan trade agreement FT says"
X Link 2026-02-10T01:16Z 12.2K followers, [----] engagements

"$TSM $NVDA MONTHLY SALES"
X Link 2026-02-10T13:35Z 12.2K followers, [----] engagements

"$NVDA $MU $SNDK $LITE EXECUTIVE SUMMARY Mixture-of-experts (MoE) training at hyperscale is increasingly constrained by expert-parallel (EP) communication which behaves like an all-to-all collective but with sparse data-dependent routing (topk experts per token) that produces irregular message sizes dynamic per-rank receive counts and sensitivity to network topology. In the NVIDIA Technical Blog post dated 2026-02-02 EP communication in DeepSeek-V3 is characterized as potentially exceeding 50% of total training time in the absence of specialized optimization with additional systemic friction"
X Link 2026-02-10T15:28Z 12.2K followers, [----] engagements

"The non-deterministic nature of LLMs makes consistent formatting a pain in the ass. It actually takes a lot of work to get it to output the way you want which has a significant impact on usability. $NVDA $MU $SNDK $LITE"
X Link 2026-02-10T15:34Z 12.2K followers, [----] engagements

"Someone you know has been saying that right $MU $SNDK $000660 $005930 Sumco's messaging is clear: The shift from Training to Inference means a shift in focus from DRAM to NAND. https://t.co/MmsIZ2xIav Sumco's messaging is clear: The shift from Training to Inference means a shift in focus from DRAM to NAND. https://t.co/MmsIZ2xIav"
X Link 2026-02-10T15:44Z 12.2K followers, 15.8K engagements

"$TSM KEY READ-THROUGHS FROM TSMC JANUARY SALES UPDATE The source material provided is a January sales release (not a full earnings call transcript) but the datapoint is still market-moving because TSMC sits at the center of leading-edge wafer supply for AI and high-performance compute. January sales of NT$401.26B (+36.8% y/y +19.8% m/m) is an unusually strong combination for a start-of-year print and in my view most strongly reinforces (1) continued acceleration in AI/HPC-related silicon volumes and (2) reduced near-term risk of an AI digestion pause. The main negative read-through is that"
X Link 2026-02-10T15:48Z 12.2K followers, [----] engagements

"KEY READ-THROUGHS FROM DATABRICKS Q4 PERFORMANCE UPDATE AND $7B FINANCING ANNOUNCEMENT (FEBRUARY [--] 2026) Databricks disclosed a step-function scale marker and an acceleration signal in enterprise data + AI consumption reporting a $5.4 billion revenue run-rate with 65% year-over-year growth in Q4 positive free cash flow over the last [--] months a $1.4 billion AI products revenue run-rate and net retention 140%. The company also completed $7 billion of total new capital formation consisting of $5 billion of equity at a $134 billion valuation plus $2 billion of incremental debt capacity"
X Link 2026-02-10T16:52Z 12.2K followers, 10.8K engagements

"$MU $SNDK $WDC $STX NAND SSD VS HDD READ-THROUGH FROM DATABRICKS MATERIALS Databricks technical materials consistently describe an architecture in which durable data is persisted in cloud object storage while performance is materially improved through SSD-backed local caching on compute and through intermediate soft state layers in newer operational database designs. In practical terms these use cases are structurally capacity-dominated at the durable layer (object storage) and latency/IOPS-dominated at the hot working-set layer (SSD cache and performance tiers). The Databricks materials do"
X Link 2026-02-10T18:12Z 12.2K followers, [----] engagements

"KEY READ-THROUGHS FROM SUMCO 4Q-2025 RESULTS AND 1Q-2026 FORECAST SUMCOs 4Q-2025 earnings materials and 1Q-2026 outlook reinforced a bifurcated semiconductor cycle with [--] simultaneous signals that matter for cross-sector positioning. First leading-edge [---] mm demand tied to AI remained constructive with explicit commentary pointing to strong [---] mm demand for leading-edge logic and DRAM in AI data centers and an expected NAND uplift ahead. Second legacy demand remained under pressure with customers described as moving toward accelerated and full-scale inventory drawdown keeping [---] mm volumes"
X Link 2026-02-10T18:15Z 12.2K followers, [----] engagements

"$ENTG EXECUTIVE CALL SUMMARY: ENTEGRIS INC (02/10/26) Q4 [----] results were characterized as landing at the high-end or above our guidance range with Q4 revenue of $824 million non-GAAP gross margin of 44.0% adjusted EBITDA margin of 27.7% and non-GAAP EPS of $0.70. Reported growth was modest on a sequential basis (+2%) and negative year-over-year (-3%) reinforcing a stabilization narrative rather than a sharp cyclical inflection. Management framed [----] as more constructive versus [----] anchored on advanced logic node transitions (2 nm ramp) memory transitions (NAND [---] to [---] layers; DRAM and"
X Link 2026-02-10T20:05Z 12.2K followers, [----] engagements

"$ENTG KEY READ-THROUGHS FROM ENTEGRIS Q4 [----] EARNINGS CALL Entegris Q4 [----] call provided a high-signal cross-check on the [----] semiconductor cycle shape: advanced logic is described as already capacity-constrained with a meaningful [--] nm wafer output ramp memory remains tight (especially DRAM/HBM and advanced packaging) NAND economics are improving but the recovery is skewing toward layer-driven bit growth rather than a near-term wafer-start surge and fab construction spending is expected to turn upward but with pronounced intra-year timing volatility and a 2H skew. A separate structurally"
X Link 2026-02-10T20:08Z 12.2K followers, [----] engagements

"INVESTMENT IMPLICATIONS Evidence of reacceleration and broadening demand reduces reliance risk on AI-only growth. The quantified acceleration in non-AI-native growth (23% in Q4 versus 20% in Q3) and the statement that strong trends continued in January suggest that Q4 strength was not solely driven by a narrow AI cohort. This supports a more durable growth narrative particularly if enterprise standardization and consolidation continue. Large-deal momentum and multi-year duration mix increase visibility but complicate interpretation of billings/RPO. Record bookings and the increase in"
X Link 2026-02-10T20:11Z 12.2K followers, [---] engagements

"$DDOG KEY READ-THROUGHS FROM DATADOG Q4 [----] EARNINGS CALL The call contained an unusually actionable combination of (1) explicit competitive displacement signals in logs APM and cloud SIEM (2) evidence that demand strength broadened beyond the AI-native cohort and persisted into January and (3) concrete indicators that enterprise AI production is expanding GPU fleet complexity across a wider customer base. Taken together the transcript supports a high-conviction view that [----] enterprise software spend is rotating toward platform consolidation and workflow automation (observability +"
X Link 2026-02-10T20:12Z 12.2K followers, [----] engagements

"$LSCC (Bloomberg) -- Lattice Semi forecast revenue for the first quarter; the guidance beat the average analyst estimate. FIRST QUARTER FORECAST Sees revenue $158 million to $172 million estimate $148.1 million (Bloomberg Consensus) Sees adjusted gross margin about 69.5% estimate 69.7% FOURTH QUARTER RESULTS Adjusted EPS 32c vs. 15c y/y estimate 32c Revenue $145.8 million +24% y/y estimate $143.1 millionCommunications and Computing revenues $92.6 million estimate $81.4 million Industrial and Automotive revenues $44.1 million estimate $51.9 million Adjusted gross margin 69.4% vs. 62.1% y/y"
X Link 2026-02-10T21:03Z 12.2K followers, [---] engagements

"$ALAB (Bloomberg) -- Astera Labs reported revenue for the fourth quarter that beat the average analyst estimate. FOURTH QUARTER RESULTS Revenue $270.6 million estimate $249.8 million (Bloomberg Consensus) Adjusted EPS 58c estimate 52c EPS 25c Gross margin 75.6% estimate 72.9% Operating income $67.0 million estimate $56.6 million https://twitter.com/i/web/status/2021329932480032993 https://twitter.com/i/web/status/2021329932480032993"
X Link 2026-02-10T21:06Z 12.2K followers, [----] engagements

"$NET (Bloomberg) -- Cloudflare forecast revenue for the first quarter; the guidance beat the average analyst estimate. FIRST QUARTER FORECAST Sees revenue $620.0 million to $621.0 million estimate $615.5 million (Bloomberg Consensus) Sees adjusted EPS 23c estimate 25c Sees adjusted operating income $70.0 million to $71.0 million estimate $82.1 million YEAR FORECAST Sees adjusted EPS $1.11 to $1.12 estimate $1.19 Sees revenue $2.79 billion to $2.80 billion estimate $2.74 billion Sees adjusted operating income $378.0 million to $382.0 million FOURTH QUARTER RESULTS Adjusted EPS 28c vs. 19c y/y"
X Link 2026-02-10T21:18Z 12.2K followers, [----] engagements

"@hamsarris6 Small one and the stock had 75% drawdown over the past months. It would take a lot of work to get comfortable with it leading into the print I believe"
X Link 2026-02-10T21:52Z 12.2K followers, [--] engagements

"$MRVL $NVDA EXECUTIVE SYNTHESIS The Marvell blog post frames time-to-first-token (TTFT) as a primary user-visible latency metric for interactive LLM inference and argues that TTFT is increasingly constrained by memory capacity rather than raw compute in long-context multi-turn workflows. The core thesis is that coherent memory expansion via CXL can materially reduce TTFT by keeping a larger portion of the working setexplicitly including LLM key-value (KV) cache stateresident in memory thereby avoiding cache flushes and high-latency retrieval from storage. A vendor benchmark is presented in"
X Link 2026-02-10T22:27Z 12.2K followers, [----] engagements

"DUE DILIGENCE CHECKLIST FOR INVESTMENT-GRADE VALIDATION Confirm workload regime: Context length (tokens) and KV-cache footprint per request; prefill vs decode split; cache hit rate across turns. Evidence of paging/thrashing in the baseline (NVMe reads/writes major faults unified-memory migrations). Confirm topology and software: GPU model/interconnect (PCIe vs NVLink) CXL generation and link width host DRAM size NUMA placement. Inference stack (framework KV offload mechanism paging policy batching settings concurrency). Confirm performance distribution: TTFT p50/p95/p99 end-to-end latency"
X Link 2026-02-10T22:27Z 12.2K followers, [---] engagements

"$ALAB EXECUTIVE CALL SUMMARY: Astera Labs (02/10/26) Astera Labs reported a materially stronger-than-expected Q4 and guided to continued sequential growth in Q1 with commentary indicating broad-based demand across PCIe and Ethernet connectivity solutions tied to rack-scale AI infrastructure. Q4 revenue of $270.6 million (+17% QoQ +92% YoY) and non-GAAP EPS of $0.58 were accompanied by exceptionally high profitability (non-GAAP gross margin 75.7% non-GAAP operating margin 40.2%) and strong operating cash generation ($95.3 million). However the call introduced multiple near-term valuation and"
X Link 2026-02-11T00:14Z 12.2K followers, [----] engagements

"$NET EXECUTIVE CALL SUMMARY: Cloudflare Inc (02/10/26) Cloudflare reported a material upside surprise versus prior guidance on both Q4 [----] revenue and profitability alongside evidence of continued top-line reacceleration strong large-customer expansion and sharply improving bookings indicators. Q4 [----] revenue was $614.5 million (+33.6% y/y) and non-GAAP operating income was $89.6 million (14.6% margin) with non-GAAP EPS of $0.28 and free cash flow of $99.4 million (16.2% margin). Full-year [----] revenue was $2167.9 million (+29.8% y/y) full-year non-GAAP operating income was $303.9 million"
X Link 2026-02-11T00:15Z 12.2K followers, [----] engagements

"$ALAB KEY READ-THROUGHS FROM ASTERA LABS Q4 [----] EARNINGS CALL The Astera Labs Q4 [----] call contained several high-signal read-throughs for AI infrastructure demand the pace and shape of high-speed interconnect upgrade cycles and the competitive trajectory of scale-up networking standards. Results and Q1 guidance reinforced that connectivity content per AI rack is rising rapidly with spend broadening across PCIe Gen [--] switching/retimers active electrical interconnect and early optical engine development. The most material cross-market implication was not the quarters upside surprise but the"
X Link 2026-02-11T00:24Z 12.2K followers, [----] engagements

"$NET KEY READ-THROUGHS FROM CLOUDFLARE Q4 [----] EARNINGS CALL Cloudflares Q4 commentary combined unusually strong enterprise execution signals (record ACV accelerating large-customer growth and sharply higher RPO) with a forceful macro framework that AI agents are structurally increasing Internet request volumes and shifting monetization away from seat-based software toward usage-based rails and guardrails. The most actionable cross-market implications cluster around 1) incremental workload and spend leakage from hyperscalers toward independent edge platforms for certain AI and multi-cloud use"
X Link 2026-02-11T00:25Z 12.2K followers, [----] engagements

"$HOOD EXECUTIVE CALL SUMMARY: ROBINHOOD MARKETS INC (02/11/26) Q4 [----] results reflected a continuation of strong platform monetization and profitability alongside a clear mix-shift away from crypto-driven volatility toward a broader more recurring revenue base. Total net revenues were $1.28 billion up 27% year-over-year with transaction-based revenues up 15% to $776 million and net interest revenues up 39% to $411 million. Adjusted EBITDA was $761 million up 24% year-over-year while GAAP net income of $605 million declined versus an unusually elevated prior-year quarter that benefited from a"
X Link 2026-02-11T01:09Z 12.2K followers, [----] engagements

"PRIVATE MARKETS AND TRUMP ACCOUNTS: POTENTIAL STEP-CHANGES WITH HIGH UNCERTAINTY Private markets were described as potentially even bigger than prediction markets with Robinhood Ventures intended to package private assets into registered funds for US retail investors. Management indicated an N-2 filing is publicly on file with the SEC and stated that commentary is constrained by a quiet period. The strategic rationale is clear: private-market access is in demand among retail investors and a scaled distribution platform could capture significant flows if offered in compliant regulator-approved"
X Link 2026-02-11T01:09Z 12.2K followers, [---] engagements

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