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@NotesontheNoise "Knowing what is noise and what is signal is often hard. But when $ANET loses a customer to someone like $NVDA its just not worth the risk for me. There are so many great AI opps in this market I dont want to hold the bag unnecessarily. $ALAB on watch"
X Link @NotesontheNoise 2025-10-13T20:43Z 1548 followers, XXX engagements

"The Biggest Problem: Power Generation. The grid can't keep up. So AI builders are going "behind-the-meter": ⚡Natural Gas: On-site turbines (#xAI #OpenAI). Bloom Energy $BE also. ⚡ SMRs: Small Modular Reactors from companies like $OKLO & NuScale $SMR could provide this"
X Link @NotesontheNoise 2025-07-30T08:45Z 1549 followers, 26.9K engagements

"Astera Labs' $ALAB vision that the "rack is the new server" was validated by trends like $Meta s Open Rack Wide (ORW) spec and the rising demand for CXL memory disaggregation. Their memory controllers (Leo) are needed more than ever"
X Link @NotesontheNoise 2025-10-15T07:53Z 1558 followers, XXX engagements

"@S_Mikhailovich Is it a capital gain or protection against loss of purchasing power over the long term Gold bugs seem to confuse the two"
X Link @NotesontheNoise 2025-10-10T21:37Z 1548 followers, XXX engagements

"Outlook: $ALAB: Bullish. It is perfectly aligned as the key silicon enabler for the open disaggregated rack and #UALink standards. Its product portfolio (Scorpio-X CXL) provides the picks and shovels for the anti- $NVDA coalition. TAM is big enough to not impact the near-term"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1606 engagements

"@StockSavvyShay Add $BE and $GEV to the list. BE for natural gas fuel cells and $GEV for natural gas turbines among many other things"
X Link @NotesontheNoise 2025-10-11T18:39Z 1525 followers, 1191 engagements

"The more I think about this the more confident I am in this idea. We know from every piece of evidence the demand for AI is insatiable. $AMZN raising prices. $MSFT and $NBIS capacity. The AI melt up hasnt started. This volatility is the price of a ticket. $NVDA"
X Link @NotesontheNoise 2025-10-11T21:28Z 1462 followers, XXX engagements

"On the other: A powerful alliance of competitors and hyperscale customers: $AMD $INTC $META $MSFT) coalescing around open standards (UEC & UALink) to create a disaggregated multi-vendor ecosystem"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1875 engagements

"#ESUN completely sidesteps this. It plugs directly into the massive multi-billion dollar Ethernet market that already exists. Its evolution not revolutionand thats a massive advantage"
X Link @NotesontheNoise 2025-10-15T08:33Z 1558 followers, XX engagements

"For Arista Networks $ANET OCP 2025 was total vindication. The industry is now standardizing on the open Ethernet architectural blueprint Arista has championed for years"
X Link @NotesontheNoise 2025-10-15T07:53Z 1558 followers, XXX engagements

"$ANET $CRDO $ALAB up bigly today Networking is the key to the next step rack scale AI systems from $NVDA and $AMD"
X Link @NotesontheNoise 2025-10-08T20:33Z 1506 followers, XXX engagements

"$NVDA is the 🐐 with the moat. Buy adjacent benefactors like $VRT"
X Link @NotesontheNoise 2025-10-10T09:08Z 1456 followers, XXX engagements

"@markoinny I hope you enjoyed your bear market"
X Link @NotesontheNoise 2025-10-12T19:19Z 1544 followers, 1218 engagements

"$Meta reinforced this direction by adopting the a switch based on $NVDA's Spectrum-4 ASIC. This confirms that giants are committed to using best-in-class non-proprietary chips within open hardware"
X Link @NotesontheNoise 2025-10-15T07:53Z 1558 followers, XXX engagements

"@KobeissiLetter We prepared for this. Companies like $GEV (not mentioned below) are front of the queue 👇"
X Link @NotesontheNoise 2025-10-08T01:48Z 1517 followers, 19.5K engagements

"Another day of OCP and Ive got material updates for this with new conclusions. Be sure to follow for the drop 👇 $ALAB $ANET $CRDO"
X Link @NotesontheNoise 2025-10-15T03:37Z 1558 followers, XXX engagements

"Congrats #gold bugs you were spot on. Another great day in the market for you $RGTI $NVDA $ARM $RKLB $EOSE"
X Link @NotesontheNoise 2025-10-14T00:15Z 1549 followers, XXX engagements

"Outlook: $ANET: Short-term pressure due to direct competition from $NVDA 's integrated stack and silicon design losses at $Meta. Long-term bullish due to its leadership role in the open UEC movement and the massive expansion of the Ethernet-for-AI Total Addressable Market (TAM)"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1486 engagements

"THE KNOCKOUT BLOW: Broadcom $AVGO the undisputed king of Ethernet switch chips just ditched the #UALink alliance and threw its full support behind ESUN. This move starves UALink of the key hardware partner it needed to survive"
X Link @NotesontheNoise 2025-10-15T08:33Z 1558 followers, XX engagements

"$MARA up XX% and $RIOT up X% with #bitcoin down X% These are primed to follow $IREN $CFIR etc"
X Link @NotesontheNoise 2025-10-14T17:35Z 1558 followers, XXX engagements

"@DeItaone Ive summarised what investors in $anet $ALAB and $crdo need to know here 👇"
X Link @NotesontheNoise 2025-10-14T07:38Z 1558 followers, XXX engagements

"Amongst the carnage $VRT is up"
X Link @NotesontheNoise 2025-10-10T18:20Z 1462 followers, XXX engagements

"$NVDA $ARM $AMD $ORCL Its all fake right"
X Link @NotesontheNoise 2025-10-13T23:36Z 1549 followers, XXX engagements

"There thats fixed now. $VRT will lead from here"
X Link @NotesontheNoise 2025-10-13T21:53Z 1558 followers, XXX engagements

"Two leaders in AI networking: $ALAB and $CRDO. One of my favourite AI infrastructure sub-sectors. Both currently bouncing after successful bounces of the XX day EMA. Very healthy price action"
X Link @NotesontheNoise 2025-10-08T21:28Z 1544 followers, XXX engagements

"@SHYTRECE @S_Mikhailovich So what time is it now Things changed in 2008 and owning the Dow or S&P is no longer beating debasement. Need to own the Nasdaq or higher growth (I know)"
X Link @NotesontheNoise 2025-10-12T17:49Z 1544 followers, XX engagements

"@meeijer There are lots of hidden gems in AI infrastructure. Networking stocks for example like $ALAB $CRDO and $ANET Ive listed a few here 👇"
X Link @NotesontheNoise 2025-10-11T22:09Z 1462 followers, XXX engagements

"@AIStockSavvy The stock market doesnt seem to like it Any insights"
X Link @NotesontheNoise 2025-10-13T18:04Z 1517 followers, XX engagements

"#UALink is now stuck between a rock and a hard place: $NVDA 's high-performance walled garden on one side and the overwhelming momentum of the entire Ethernet ecosystem on the other"
X Link @NotesontheNoise 2025-10-15T08:33Z 1558 followers, XX engagements

"$ALAB and $CRDO still well above their XX day EMA The tape may be red but its all noise at this point"
X Link @NotesontheNoise 2025-10-10T18:21Z 1505 followers, XXX engagements

"If youre bullish small modular reactors (SMR) it makes sense to back $GEV. They give you XX% of the gas turbine market wind and SMRs when they eventuate. Backing $OKLO or $SMR will likely involve a bubble popping between now and commercialisation"
X Link @NotesontheNoise 2025-10-08T06:46Z 1456 followers, XXX engagements

"Interesting take on the $ANET / $NVDA / $META news"
X Link @NotesontheNoise 2025-10-13T21:47Z 1548 followers, XXX engagements

"@KobeissiLetter This was written in the charts and macro months ago 👇 $usdjpy"
X Link @NotesontheNoise 2025-10-06T04:46Z 1462 followers, XXX engagements

"Outlook: $CRDO: Most Bullish. Its business is agnostic to the architectural war focusing on essential physical layer components (AECs DSPs). Credo differentiates by solving system-level reliabilityintroducing the "ZeroFlap" initiative for massive AI clusters"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1540 engagements

"@SHYTRECE @S_Mikhailovich Im not saying its not true Im just predicting that we are at an inflection point. Nasdaq will outperform gold over the next XX months and beyond"
X Link @NotesontheNoise 2025-10-12T20:27Z 1531 followers, XX engagements

"$VRT is my highest conviction non $NVDA AI stock. Especially given the complex competition among networking companies like $ALAB and $ANET right now"
X Link @NotesontheNoise 2025-10-14T04:05Z 1558 followers, 1010 engagements

"The Grid's Shock Absorber: Battery Storage. To smooth demand and integrate renewables these facilities need massive batteries. 🔋Fluence Energy $FLNC appears to be the market leader. 🔋 $EOSE is an early stage zinc-based competitor The $LIT battery ETF has woken up"
X Link @NotesontheNoise 2025-07-30T08:45Z 1548 followers, 10.2K engagements

"@jordanzkravitz1 @grok I think @grok missed one of the key points which was $meta still backs the non- $nvda UALink. This is likely due to diversification and short term performance needs (Spectrum-X is better at the moment)"
X Link @NotesontheNoise 2025-10-14T19:34Z 1558 followers, XXX engagements

"$META perfectly illustrates this tension. They adopted $NVDA 's Spectrum-4 ASIC for their new Minipack3N switch (pragmatic near-term performance) while simultaneously championing UEC/UALink and open software (FBOSS) to secure long-term strategic leverage against vendor lock-in"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1383 engagements

"This graphic provides interesting context. I believe we are on the verge of the AI supercycle. Things can go up for a lot longer than people think"
X Link @NotesontheNoise 2025-10-11T18:57Z 1462 followers, XXX engagements

"The contest ensures that the market will be dynamic and fiercely competitive. Hyperscalers are actively hedging their bets building an "off-ramp" from single-vendor dominance while still leveraging the best available technology"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1325 engagements

"Good time to get your watchlist up to date after that finish. Top of mine $VRT $ALAB $CRDO $BE $FLNC"
X Link @NotesontheNoise 2025-10-10T21:18Z 1462 followers, XXX engagements

"#bitcoin #eth and the rest of #crypto is bouncing but obviously nowhere near pre-tweet levels. This is likely due to all the leverage and people that got wiped out being unable to buy back in and pump the price. Stocks will bounce harder IMO"
X Link @NotesontheNoise 2025-10-12T19:31Z 1538 followers, XXX engagements

"The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. Here's what you need to know 👇"
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 16.5K engagements

"The centerpiece is the Spectrum-X Ethernet networking platform which $META and $ORCL announced they will adopt. This platform validates $NVDA 's concept of the data center as a "mega AI factory""
X Link @NotesontheNoise 2025-10-14T07:33Z 1558 followers, 1615 engagements

"@i_Drohi I think $CRDO is contagion - the selloff in $ALAB and $ANET is more understandable"
X Link @NotesontheNoise 2025-10-14T22:46Z 1558 followers, XXX engagements

"@PugMcbarky Its linked above. Theres no specific $ALAB news but they did present at the same event. So either contagion from $ANET or the market didnt like what they showed"
X Link @NotesontheNoise 2025-10-13T20:10Z 1544 followers, XXX engagements

"No one: #Gold bugs: "Nooo stocks are a bubble things can't go up in a straight line. $NVDA $ORCL $AMD $MSFT $NBIS $CRWV are just circular financing AI is worthless." Also gold bugs:"
X Link @NotesontheNoise 2025-10-13T12:23Z 1550 followers, XXX engagements

"@801010athlete Hopefully this helps. More news today I havent covered yet. $CRDO $ALAB $ANET"
X Link @NotesontheNoise 2025-10-15T01:32Z 1558 followers, XXX engagements

"Crucially ESUN places $ANET at the center of defining the AI future and expands their Total Addressable Market (TAM) into the server/rack itselfa domain previously inaccessible to them. Arista is the indispensable neutral "Switzerland" of AI networking"
X Link @NotesontheNoise 2025-10-15T07:53Z 1558 followers, XXX engagements

"Look what one tweet ruined. $VRT was staging a massive move. Still closed green on Friday. This is the signal for the next leg of the melt up. $NVDA $ALAB $CRDO $ANET all follow soon"
X Link @NotesontheNoise 2025-10-13T07:17Z 1558 followers, 2436 engagements

"To be clear: I predict the melt-up starts around here. #Gold outperformance has finished. Risk assets such as #bitcoin #eth #crypto $QQQ will do better. Individual stocks exposed to AI infrastructure will do the best ( $NVDA $ALAB $VRT $CRDO $NBIS etc) Bookmark it"
X Link @NotesontheNoise 2025-10-12T20:31Z 1544 followers, XXX engagements

"@turnandburn07 Thanks for sharing. They have lost a portion of revenue from those data centres though right Do you have any insight into $ALAB"
X Link @NotesontheNoise 2025-10-13T21:47Z 1545 followers, XXX engagements

"Not ideal for $ANET. This is the type of thing we need to look out for. Wondering if similar news has effected $ALAB"
X Link @NotesontheNoise 2025-10-13T18:16Z 1544 followers, 2048 engagements

"@FukNoCoiners Agree XXX% I think even the concept of money will come into question - if AI brings hyper abundance money as we know it (including Bitcoin/gold) wont work for people to eat. I am working on a post about that"
X Link @NotesontheNoise 2025-10-12T22:02Z 1535 followers, XX engagements

"As a bellwether $Meta unveiled its Non-Scheduled Fabric (NSF) to run AI across entire data center regions. Their foundation Standard low-latency shallow-buffer Ethernet switches"
X Link @NotesontheNoise 2025-10-15T07:53Z 1558 followers, XXX engagements

"On days like today if you stock is not up bigly you need to take note. Most stocks in my AI portfolio are doing nicely except $ALAB and $ANET (due to the news I posted earlier). Ive trimmed $ANET. $ALAB is on notice. Theres plenty of other stocks to buy. Be flexible"
X Link @NotesontheNoise 2025-10-13T19:19Z 1548 followers, XXX engagements

"@zerohedge We prepared for this. Companies like $GEV (not mentioned below) are front on the queue 👇"
X Link @NotesontheNoise 2025-10-08T02:51Z 1505 followers, 1242 engagements

"Downsizing my $ANET position until this news becomes clearer. No movement on $ALAB Dont bet against $NVDA"
X Link @NotesontheNoise 2025-10-13T18:54Z 1548 followers, 1843 engagements

"Interesting moves in AI recently (outside of the networking news Ive been discussing with $ALAB $ANET and $CRDO) $VRT breakout - will it continue $NVDA - backtest of breakout underway $AMD - can it refund momentum after recent news Will the general trend for the theme resume"
X Link @NotesontheNoise 2025-10-15T02:59Z 1558 followers, XXX engagements

"But this validation was overshadowed by ESUN. ESUN's mission is a direct and formidable challenge to $ALAB's high-potential Scorpio PCIe/CXL Smart Fabric Switches. This shifts the competition to a brutal protocol war where Ethernet holds a massive advantage. This is bearish. Scorpio was only XX% of revenue last quarter for ALAB"
X Link @NotesontheNoise 2025-10-15T07:53Z 1558 followers, XXX engagements

"@SHYTRECE @S_Mikhailovich I disagree. I think the top is likely forming now"
X Link @NotesontheNoise 2025-10-12T19:05Z 1531 followers, XX engagements

"The OCP summit spooked investors in $ANET and $ALAB after $META and $ORCL selected $NVDA 's Spectrum-X ethernet platform. I asked Gemini to do a deep dive and used @NotebookLM to turn the report into a podcast"
X Link @NotesontheNoise 2025-10-14T14:48Z 1558 followers, XXX engagements

"Solar + batteries is viable now. SMR have years before commercialisation. Battery companies $FLNC and $EOSE have started moving. Solar looks set to follow imminently. Heres $FSLR"
X Link @NotesontheNoise 2025-10-08T06:51Z 1549 followers, XXX engagements

"@TrendSpider The real move occurred in networking stocks $ALAB $ANET $CRDO"
X Link @NotesontheNoise 2025-10-14T23:04Z 1558 followers, XXX engagements

"$GEV 👀 Strong theme with AI power generation. Back to being a leader"
X Link @NotesontheNoise 2025-10-13T20:41Z 1548 followers, XXX engagements

"THE VERDICT: The battle is likely over. #UALink had a vision but #ESUN had a smarter strategy. By leveraging the power of Ethernet and the industry's biggest players ESUN is on a clear path to becoming the default choice for open AI networking"
X Link @NotesontheNoise 2025-10-15T08:33Z 1558 followers, XXX engagements