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@hiteshkar "@Exclamotite69 Could you list your thesis for all of them. I found you because I love CRMD and this could be a banger"
@hiteshkar Avatar @hiteshkar on X 2025-07-16 18:39:30 UTC XXX followers, XX engagements

"I plotted $FLNC against many other battery stocks with simple pure first principles. First graph is Total deployed GWh vs marketcap. Second graph is Total revenues vs market cap. Fluence literally parks itself in the best quadrant. @chamath @ZaStocks @LimitingThe"
@hiteshkar Avatar @hiteshkar on X 2025-07-07 14:55:34 UTC XXX followers, 2255 engagements

"@victor_privin @victor_privin Whats your expectation on the softare business of FLNC in the long run. Lets say in 3-5 years. Whats the ARR you expect from the 145M in 2025 300M 500M or how are you thinking about it"
@hiteshkar Avatar @hiteshkar on X 2025-07-20 08:37:26 UTC XXX followers, XX engagements

"@elonmusk @StuartZuckerma1 @WholeMarsBlog How does the AI team deal with regressions This is such a headache"
@hiteshkar Avatar @hiteshkar on X 2025-07-20 23:51:35 UTC XXX followers, XX engagements

"@pennycheck Was my exact analysis when asked about doing a deep dive on $LAZR"
@hiteshkar Avatar @hiteshkar on X 2025-07-09 22:42:46 UTC XXX followers, XXX engagements

"@johnwayne12591 So NVDA does a lot of hardware for networking. They are not providing Design IP which is a optimized EDA designed software IP that gets used again and again. his is where AWE shines. Although he did mention ALchip and GUC. Will be doing more DD on that"
@hiteshkar Avatar @hiteshkar on X 2025-01-08 22:25:30 UTC XXX followers, XXX engagements

"Problem: The AI inference explosion is smashing into a "memory wall" where GPUs starve for data despite soaring compute power. - Memory bandwidth grows just 1.4-1.6x every X years vs computes exponential leaps. - HBM costs 5x DDR5 ($10-20/GB) making GPUs unaffordable to scale"
@hiteshkar Avatar @hiteshkar on X 2025-07-18 15:38:17 UTC XXX followers, XX engagements

"@RyshabTalks I love CRMD. The only reason I can find why the market is not yet appreciating or rewarding them is because of the dilution . But the growth is explosive and a great reason for adoption"
@hiteshkar Avatar @hiteshkar on X 2025-07-12 15:01:37 UTC XXX followers, XXX engagements

"$AWE was a hidden gem that got scooped up by $QCOM for cheap. I gave it to you at XXXX which doubled swiftly after Qualcomm acquired it. Qualcom's gonna tape out their AI data centre power efficient chips much faster with AWE's chiplets"
@hiteshkar Avatar @hiteshkar on X 2025-07-18 18:39:33 UTC XXX followers, XXX engagements

"$NLST Why MRDIMM matters for AI inference and HPC data centers: - Supports exploding CPU core counts (128+ cores soon 256+) demanding more memory - Enables higher core-to-memory bandwidth ratios reducing GPU idle time"
@hiteshkar Avatar @hiteshkar on X 2025-07-18 15:38:19 UTC XXX followers, XX engagements

"$PSNL I picked up some more at $XXX. Dollar cost average upwards. They have so much distribution via $TEM. Here is my thesis"
@hiteshkar Avatar @hiteshkar on X 2025-07-16 20:20:15 UTC XXX followers, XXX engagements

"@jinacapital So what about writing your insights or conviction on these names Just a couple of insights on each that you think that the market is not yet appreciating would be awesome"
@hiteshkar Avatar @hiteshkar on X 2025-07-21 00:11:43 UTC XXX followers, XXX engagements

"$FLNC this is great news. Battery stocks should get further boost to this"
@hiteshkar Avatar @hiteshkar on X 2025-07-15 19:37:09 UTC XXX followers, XXX engagements

""Yeah but $FLNC losing a lot of money. Its down 50%. Im going to have to take a pass on that name. Im very sorry" --- Jim Cramer He finally gave us his blessings"
@hiteshkar Avatar @hiteshkar on X 2025-07-19 21:07:59 UTC XXX followers, XXX engagements

"$FLNC $AMPX $SLDP $EOSE Many of the Battery stocks have come back to life since BBB preserves the credits from the Biden era. Had discussion with an amazing Battery expert to deep dive further into these chemistries. He shared this chart. This is neat. You know now whats the best for which industry"
@hiteshkar Avatar @hiteshkar on X 2025-07-08 16:49:48 UTC XXX followers, 3151 engagements

"$NLST CEO just bet $3M (30-50% of his net worth) on this tiny memory stock. His company is 3-0 against Samsung & $MU in court battles over critical DIMM patents $180M market cap ($300M Fully diluted incl warrants) AI GPUs sit IDLE XX% of the time in Metas data centers"
@hiteshkar Avatar @hiteshkar on X 2025-07-18 15:38:17 UTC XXX followers, 1527 engagements

"$NLST 256-core CPUs stalls while waiting for memory The solution: MRDIMMs a new memory tech that doubles bandwidth WITHOUT costly upgrades Acts like X channels in X stick (40% speed boost) 1/5 the cost of HBM Intel/AMD 2025 going full production in H2 2025"
@hiteshkar Avatar @hiteshkar on X 2025-07-18 15:38:18 UTC XXX followers, XX engagements