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# ![@TheValueist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1838186195508969472.png) @TheValueist TheValueist

TheValueist posts on X about $nvda, $sndk, infrastructure, $pstg the most. They currently have XXXXX followers and 1161 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1838186195508969472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838186195508969472/c:line/m:interactions.svg)

- X Week XXXXXXX +48%
- X Month XXXXXXX +238%
- X Months XXXXXXXXX +286%

### Mentions: XX [#](/creator/twitter::1838186195508969472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838186195508969472/c:line/m:posts_active.svg)

- X Week XXX +45%
- X Month XXX +56%
- X Months XXXXX +65%

### Followers: XXXXX [#](/creator/twitter::1838186195508969472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838186195508969472/c:line/m:followers.svg)

- X Week XXXXX +13%
- X Month XXXXX +33%
- X Months XXXXX +403%

### CreatorRank: XXXXXXX [#](/creator/twitter::1838186195508969472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1838186195508969472/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1838186195508969472/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #396, [$sndk](/topic/$sndk) #3, [infrastructure](/topic/infrastructure) #1778, [$pstg](/topic/$pstg) #1, [bloomberg](/topic/bloomberg) #52, [$anet](/topic/$anet) #11, [$mu](/topic/$mu) #25, [alltime](/topic/alltime) #503, [china](/topic/china) 0.6%, [investment](/topic/investment) XXX%

**Top accounts mentioned or mentioned by**
[@yieldsearcher](/creator/undefined) [@ajacksonhole](/creator/undefined) [@fundamentedge](/creator/undefined) [@shanumathew93](/creator/undefined) [@themissinglinks](/creator/undefined) [@wsjcom](/creator/undefined) [@kevinlmak](/creator/undefined) [@grok](/creator/undefined) [@macrotaster](/creator/undefined) [@hershey14221](/creator/undefined) [@zerosum41](/creator/undefined) [@jaredkubin](/creator/undefined) [@waymo](/creator/undefined) [@barronscom](/creator/undefined) [@ericjackson](/creator/undefined) [@youtube](/creator/undefined) [@coatuemgmt](/creator/undefined) [@whitehouse](/creator/undefined) [@psnovaes](/creator/undefined) [@nikkeiasia](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Arista Networks Inc (ANET)](/topic/$anet) [Micron Technology, Inc. (MU)](/topic/$mu) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Ciena Corporation (CIEN)](/topic/$cien) [F5 Inc (FFIV)](/topic/$ffiv) [BTU Protocol (BTU)](/topic/$btu) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Artificial Intelligence (AI4)](/topic/$ai4) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Metadium (META)](/topic/$meta) [Sei (SEI)](/topic/$sei) [Rambus Inc (RMBS)](/topic/$rmbs) [TeraWulf Inc. (WULF)](/topic/$wulf) [Ethereum Name Service (ENS)](/topic/$ens) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [Corning Incorporated (GLW)](/topic/$glw) [Power Integrations Inc (POWI)](/topic/$powi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bloom Energy Corporation (BE)](/topic/$be) [Vistra, Corp. (VST)](/topic/$vst) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Coherent Inc (COHR)](/topic/$cohr) [Coldstack (CLS)](/topic/$cls) [Auroracoin (AUR)](/topic/$aur) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Bitcoin (BTC)](/topic/bitcoin) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [GE Vernova Inc. (GEV)](/topic/$gev) [Morgan Stanley (MS)](/topic/morgan-stanley) [Dell Technologies, Inc. (DELL)](/topic/dell) [Cisco Systems Inc (CSCO)](/topic/$csco) [Extreme Networks (EXTR)](/topic/$extr) [Nokia Corporation (NOK)](/topic/$nok) [GammaSwap (GS)](/topic/$gs) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oklo Inc. (OKLO)](/topic/$oklo) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Centrus Energy Corp. (LEU)](/topic/$leu) [Constellation Energy Corp (CEG)](/topic/$ceg) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts [#](/creator/twitter::1838186195508969472/posts)
---
Top posts by engagements in the last XX hours

"$MU $SNDK ha"  
[X Link](https://x.com/TheValueist/status/1978902330025349132) [@TheValueist](/creator/x/TheValueist) 2025-10-16T19:14Z 2817 followers, XXX engagements


"$BTU $CNR $ARLP $AMR Bruce the profits are in the cash line and in the forward year not in the troughyear GAAP EPS youre looking at. The 2025 setup for several coal names is intentionally frontloaded with capex and maintenance while realizations lag the index so GAAP prints look soft even though operating cash is positive and balance sheets are net cash. Then 2026 steps up hard as new volumes come on and sustaining capex normalizes. Look at the numbers that matter. BTU 2025 consensus shows EBITDA 435M and free cash flow -143M because it is finishing a heavy capex year but 2026 consensus"  
[X Link](https://x.com/TheValueist/status/1971044470016692347) [@TheValueist](/creator/x/TheValueist) 2025-09-25T02:49Z 2764 followers, 1355 engagements


"$BETA Beta Technologies S1 sets out a vertically integrated dualplatform strategy to commercialize electric aviation via a piloted conventional takeoff and landing aircraft first (ALIA CTOL CX300) followed by a piloted eVTOL (ALIA VTOL A250) with inhouse batteries motors flight controls and a buildout of highpower charging infrastructure. The companys core investment proposition is that nearterm certification and unit sales of the CTOL under FAA Part XX can derisk the path to eVTOL commercialization monetize a growing civil and defense backlog and seed a recurring aftermarket for batteries"  
[X Link](https://x.com/TheValueist/status/1975006617591579125) [@TheValueist](/creator/x/TheValueist) 2025-10-06T01:14Z 2765 followers, XXX engagements


"I am seeing significantly more chatter on X on the coal names. People are recognizing the story. Multiple +5% up today. $BTU $CNR $ARLP $METC"  
[X Link](https://x.com/TheValueist/status/1975560816901669372) [@TheValueist](/creator/x/TheValueist) 2025-10-07T13:56Z 2764 followers, 1035 engagements


"Nice morning rip from $PSTG +6.5%"  
[X Link](https://x.com/TheValueist/status/1975951664797650991) [@TheValueist](/creator/x/TheValueist) 2025-10-08T15:49Z 2776 followers, XXX engagements


"Note they are using InfiniBand not Ethernet. $NVDA $ANET $MSFT"  
[X Link](https://x.com/TheValueist/status/1976343542533624170) [@TheValueist](/creator/x/TheValueist) 2025-10-09T17:46Z 2763 followers, 1068 engagements


"Highly recommend watching this in its entirety. If you have any doubts about what is coming for the GAI infrastructure build-out this will clear it up. It is excellent to hear Hock's new perspective as opposed to Jensen and Lisa's which we hear all the time. $AVGO $NVDA $AMD $ANET ---------------- Headline takeaways for the committee: OpenAI has formalized a multiyear partnership with Broadcom to codevelop and deploy XX GW of OpenAIdesigned accelerators and full racks underpinned by Broadcoms networking (Ethernet PCIe optics). Initial silicon and systems begin rolling out in 2H26 with the"  
[X Link](https://x.com/TheValueist/status/1977804204174352721) [@TheValueist](/creator/x/TheValueist) 2025-10-13T18:30Z 2769 followers, 2058 engagements


"I don't believe that is correct. $AVGO is the leader in making Ethernet-based networking chips. They are the sole supplier to $ANET . Whatever solution they deliver on the GPU/XPU side will be paired with an Ethernet-based scale-up and scale-out network. $NVDA announced today that they are supplying $META and $ORCL OCI with Spectum-X Ethernet-based networking. There are definitely some still using Infiniband like $MSFT most recent GB300 announcement but the industry as a whole is moving to Ethernet. More to be revealed this week at OCP"  
[X Link](https://x.com/TheValueist/status/1977900923654484174) [@TheValueist](/creator/x/TheValueist) 2025-10-14T00:55Z 2763 followers, XXX engagements


"Low or zero dividends in many tech stocks materially reduce early assignment risk on the short call leg of a LEAPS call spread because the dominant catalyst for rational early exercise of American calls is the exdividend date. The call holder contemplating early exercise trades away remaining extrinsic value in exchange for receiving the dividend and starting the clock on stock ownership earlier. The canonical threshold used by market makers is simple: on the business day before an exdividend date early exercise becomes economically rational only if the cash dividend exceeds the calls"  
[X Link](https://x.com/TheValueist/status/1978581848352608291) [@TheValueist](/creator/x/TheValueist) 2025-10-15T22:00Z 2783 followers, XXX engagements


"$NVT nVents release is straightforward: the company leased 117000 sq ft of manufacturing space in Blaine MN to expand data center solutions production explicitly tied to accelerating liquid cooling demand; production is slated to start in early 2026; Blaine is expected to employ 175+ people; this is the second expansion of data-center-focused manufacturing in X years and together with the recently expanded Anoka MN site adds 325+ jobs. The Blaine facility will build new products for data center customers including liquid cooling solutions. This is a lease not a greenfield build which"  
[X Link](https://x.com/TheValueist/status/1963370288667664740) [@TheValueist](/creator/x/TheValueist) 2025-09-03T22:35Z 2794 followers, XXX engagements


"$IREN $CIFR $RIOT Arete rolled out coverage on the bitcoin miners with Buy ratings on IREN (IREN) Riot Platforms (RIOT) and Cipher Mining (CIFR). The firm put a $XX price target on IREN $XX target on Riot and $XX target on Cipher. Demand from artificial intelligence computing provides long-term opportunities the analyst tells investors in a research note. Arete sees IREN benefitting from self-funding its data center construction and upgrading its bitcoin mining fleet Riot reaching $2.3B of recurring EBITDA by 2031 from two high performance compete data centers on a co-location rental model"  
[X Link](https://x.com/TheValueist/status/1970824249104306503) [@TheValueist](/creator/x/TheValueist) 2025-09-24T12:14Z 2777 followers, 24.4K engagements


"$GLW (Wall Street Journal) -- The 174-year-old Pyrex maker could become one of the biggest winners from the AI boom By Nicholas G. Miller As the AI boom fuels the meteoric rise of new startups and cutting-edge chip designers 174-year-old glass company Corning is joining in on the fun. The company known for developing Pyrex Gorilla Glass and the encasement for Thomas Edison's incandescent lamp makes glass for cellphones TVs and cars. But now its glass technology developed through decades of investment in research and manufacturing has made it the dominant supplier of fiber optics for data"  
[X Link](https://x.com/TheValueist/status/1974943273253834903) [@TheValueist](/creator/x/TheValueist) 2025-10-05T21:02Z 2804 followers, 2668 engagements


"ELECTRIC VEHICLES & INTEGRATED ENERGY Tesla (TSLA) Builds electric vehicles and also sells energy generation and storage products (e.g. Powerwall Megapack) to accelerate the transition to sustainable energy. GRIDSCALE ENERGY STORAGE SYSTEM INTEGRATORS & SOFTWARE Fluence Energy (FLNC) Global provider of utilityscale battery storage systems and services plus cloud software (e.g. Mosaic Nispera) that optimizes renewables and storage assets. (Fluence) Energy Vault Holdings (NRGV) Develops and integrates energy storage solutions spanning short to ultralongduration including gravitybased systems"  
[X Link](https://x.com/TheValueist/status/1977121267187663064) [@TheValueist](/creator/x/TheValueist) 2025-10-11T21:16Z 2775 followers, 1043 engagements


"$AVGO (Wall Street Journal) -- OpenAI and Broadcom are working together to develop and deploy XX gigawatts of custom AI chips and computing systems over the next four years a high-profile partnership aimed at satisfying some of the startup's immense computing needs. OpenAI plans to design its own graphics processing units or GPUs which will allow it to integrate what it has learned from developing powerful artificial-intellligence models into the hardware that underpins future systems. As part of the agreement announced Monday the chips will be co-developed by OpenAI and Broadcom and deployed"  
[X Link](https://x.com/TheValueist/status/1977721371531612175) [@TheValueist](/creator/x/TheValueist) 2025-10-13T13:01Z 2791 followers, XXX engagements


"$POWI Power Integrations delivered a clean execution quarter and a pragmatic guide against a volatile macro and tariff backdrop while openly signaling a strategic pivot to higher-power systems that could structurally expand gross margin dollars and the companys addressable market. Q2 revenue was $116m +9% y/y and +10% q/q with non-GAAP gross margin of XXXX% and EPS of $XXXX. Mix skewed to industrial at XX% of revenue on broad strength across metering home/building automation and highpower gate drivers; consumer was XX% computers XX% and communications 11%. Channel inventory remained tight at"  
[X Link](https://x.com/TheValueist/status/1977772220110819336) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:23Z 2802 followers, 1222 engagements


"$POWI XXX VDC architecture refers to a highvoltage directcurrent powerdistribution scheme that uses an approximately 800volt DC bus as the primary backbone for moving power from the facility front end to the point where electronics actually consume it. In data centers the idea is to convert mediumvoltage utility AC to a highvoltage DC rail near the building entrance or room level distribute that DC at roughly XXX V across the aisle or into each rack on busbars or cables and then perform a single localized conversion on the server or sled to an intermediate 48/54 V bus followed by the usual"  
[X Link](https://x.com/TheValueist/status/1977777657006653470) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:45Z 2776 followers, 1551 engagements


"$UUUU Energy Fuels is no longer a uranium optionality story; it is an emerging U.S. criticalminerals platform with three monetizable pillars tied together by a unique processing hub: lowcost conventional uranium centered on Pinyon Plain commercialspec light REE separation already validated into magnets and shovelready heavy mineral sands to supply both titanium/zircon and monazite feed. The Q22025 call and the consensus you attached lay out a visible earnings inflection beginning in late2025 as Pinyon Plain ore is processed with a second leg in 20262027 as REE separation scales and"  
[X Link](https://x.com/TheValueist/status/1978135883011236140) [@TheValueist](/creator/x/TheValueist) 2025-10-14T16:28Z 2790 followers, 4973 engagements


"$SEI Executive summary and investment implications. Management quality at Solaris Energy Infrastructure (SEI) is solidly above average anchored by a founderled CEO with high insider ownership a financially sophisticated President/CFO and a bench of experienced operators who collectively executed a strategic pivot into distributed power while preserving a cashgenerative legacy logistics franchise. Pay design is mostly performancecontingent with 20232024 changes adding TSRlinked PSUs that create direct alignment with shareholder outcomes. Governance is typical of an UpC with dualclass voting"  
[X Link](https://x.com/TheValueist/status/1978182084973023557) [@TheValueist](/creator/x/TheValueist) 2025-10-14T19:32Z 2783 followers, XXX engagements


"Here is the way to read the BNP Paribas compilation and why the underlying studies diverge so widely. The figure aggregates additional U.S. datacenter electricity in 2030 versus a 2023/2024 base and shows a span of roughly +200 to +600 TWh. To calibrate the base the most rigorous recent benchmark is the LBNL 2024 report which estimates U.S. data centers used XXX TWh in 2023 and projects 325580 TWh by 2028 excluding crypto; that implies a 20242030 delta anywhere from roughly +150 TWh to +430 TWh if you interpolate from 2028 toward 2030. Put differently even the careful academic work already"  
[X Link](https://x.com/TheValueist/status/1978259346162118976) [@TheValueist](/creator/x/TheValueist) 2025-10-15T00:39Z 2790 followers, 1116 engagements


"$NVDA $MSFT Microsoft Corp & Nvidia Corp: British artificial intelligence group Nscale has signed an expanded agreement with Microsoft to deploy around 200000 Nvidia AI chips across its data centers in Europe and the United States it said. While Nscale did not disclose the financial terms of the agreement the Financial Times based on a comparable contract reported that the deal could bring in up to $XX billion in revenue for the start-up. Nscale will begin supplying Nvidia graphics processing units to Microsoft via its data centers in Texas and Portugal starting next year. The company also"  
[X Link](https://x.com/TheValueist/status/1978428994010616090) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:53Z 2777 followers, XXX engagements


"$BLK $NVDA $MSFT (Bloomberg) -- Investors led by BlackRock Inc.s Global Infrastructure Partners agreed to buy Aligned Data Centers in a deal that values the company at $XX billion including debt. MGX an AI investment company established by sovereign wealth fund Mubadala Investment Co. will invest alongside GIP according to a statement Wednesday that confirmed an earlier Bloomberg News report. The buyers are purchasing the company from Macquarie Asset Management which made its first investment in Aligned in April 2018. GIP and its partners which also include Microsoft Corp. and Nvidia Corp."  
[X Link](https://x.com/TheValueist/status/1978429948583895361) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:57Z 2790 followers, 1939 engagements


"$SMCI (Bloomberg) -- Nvidia Corp. share are up XXX% in premarket trading after HSBC upgraded the AI-focused chipmaker to buy from hold. Analyst Frank Lee sees room for significant FY27e earnings upside We expect AI GPU TAM to keep increasing beyond hyperscalers leading to continuous earnings growth referring to the total addressable market for AI-related processing chips Recent Nvidia AI deals imply potential AI GPU revenue opportunity of USD251-400bn just from Stargate and OpenAI XXXX gigawatts commitments which could double our FY27 datacenter revenue forecast of USD351bn PT to $XXX from"  
[X Link](https://x.com/TheValueist/status/1978445448164569527) [@TheValueist](/creator/x/TheValueist) 2025-10-15T12:58Z 2777 followers, XXX engagements


"$CRWV $NVDA (Wall Street Journal) -- An Nvidia-backed AI startup is planning to build a massive data-center complex with CoreWeave that is capable of generating its own power on a site that is two-thirds the size of Central Park. Poolside is joining with the cloud-infrastructure provider on a plan to build a data center on more than XXX acres of land that sits on a sprawling ranch in West Texas. The site is owned by the Mitchell family which has run oil-and-gas companies for decades in the state and is located in the heart of the fracking boom. Poolside and CoreWeave aim to take advantage of"  
[X Link](https://x.com/TheValueist/status/1978450117259636919) [@TheValueist](/creator/x/TheValueist) 2025-10-15T13:17Z 2777 followers, XXX engagements


"Long-dated call verticals (LEAPS call spreads) let us pre-specify a maximum loss and a capped upside over a XX year horizon while concentrating exposure on the exact slice of the terminal price distribution we want. Structurally a LEAPS bull call spread buys a lower-strike call and sells a higher-strike call with the same expiration; max loss equals net premium and max profit equals strike width minus premium. In equity options these contracts are American-style; index variants such as SPX/NDX are European and cash-settled eliminating early exercise. The construction creates leverage without"  
[X Link](https://x.com/TheValueist/status/1978568785750630656) [@TheValueist](/creator/x/TheValueist) 2025-10-15T21:08Z 2802 followers, 1272 engagements


"$EOSE is not a name I would play for quarterly earnings. This is a long-dated buildout of battery/power infrastructure. It will be very lumpy as they build out the company and strike deals. It is extremely difficult or impossible to predict what they will announce in the coming quarters unless you have some inside track on their contracting process. I would take a long-term view and invest consistent that time horizon. If you like the company simply hold and let the story play out"  
[X Link](https://x.com/TheValueist/status/1978574080602153367) [@TheValueist](/creator/x/TheValueist) 2025-10-15T21:29Z 2811 followers, XXX engagements


"$SEI Amanda Brocks appointment as co-CEO at Solaris Energy Infrastructure is a strategically coherent move that increases the probability of successful execution during a scale-up phase that is capital intensive operationally complex and credibility dependent with blue-chip counterparties. The company explicitly framed the hire as adding complementary leadership bandwidth alongside founder Bill Zartler with Brock also joining the board. The timing coincides with a rapid fleet build-out and a step-change in customer mix toward data centers and gas infrastructure where her resumewater and power"  
[X Link](https://x.com/TheValueist/status/1978599755761479915) [@TheValueist](/creator/x/TheValueist) 2025-10-15T23:11Z 2789 followers, XXX engagements


"$2317 (Bloomberg) -- Hon Hai shares rise as much as XXX% after Goldman boosted its target price on the stock by XX% as it turns more bullish on growing AI server revenues and the emerging trend of foldable phones. Hon Hais product mix toward AI servers that enjoys higher prices will benefit companys operating margin analysts including Xuan Zhang write in note Introduction of foldable iPhones next year should also support stock re-rating as the models should have a higher average selling price Raises target price to NT$400 maintains buy"  
[X Link](https://x.com/TheValueist/status/1978638324022821010) [@TheValueist](/creator/x/TheValueist) 2025-10-16T01:45Z 2805 followers, XXX engagements


"Longer = more compute $NVDA"  
[X Link](https://x.com/TheValueist/status/1978657047877972248) [@TheValueist](/creator/x/TheValueist) 2025-10-16T02:59Z 2792 followers, XXX engagements


"$TSMC CAPACITY IS VERY 'TIGHT': CEO (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth to the mid-30% range sending a strong signal of confidence in demand for components like Nvidia Corp. chips that power AI. TSMC also raised the lower end of its capital spending target for the year after reporting a better-than-anticipated XX% jump in profit to NT$452.3 billion ($14.8 billion) in the September quarter. Taiwans largest company is now earmarking at least $XX billion for capacity expansion and upgrades in 2025 up from a floor of $XX billion"  
[X Link](https://x.com/TheValueist/status/1978712645596324261) [@TheValueist](/creator/x/TheValueist) 2025-10-16T06:40Z 2805 followers, XXX engagements


"$TSM Comprehensive Summary of Taiwan Semiconductor Manufacturing Co Ltd Q3 2025 Earnings Call Company: Taiwan Semiconductor Manufacturing Co Ltd (TSMC) / 2330 TT Equity Sector/Industry: TMT - Semiconductor Foundry Earnings Period: Q3 2025 Call Date: October XX 2025 Speakers: C.C. Wei Chairman and Chief Executive Officer Wendell Huang Senior Vice President Finance and Chief Financial Officer Jeff Su Director of Investor Relations Analysts: Gokul Hariharan JPMorgan Charlie Chan Morgan Stanley Sunny Lin UBS Bruce Lu Goldman Sachs Laura Chen Citi Krish Sankar TD Cowen Arthur Lai Macquarie Core"  
[X Link](https://x.com/TheValueist/status/1978771285908795533) [@TheValueist](/creator/x/TheValueist) 2025-10-16T10:33Z 2805 followers, 1624 engagements


"$GEV US Target Px increased to XXX USD (Previous Px XXX USD) by Morgan Stanley"  
[X Link](https://x.com/TheValueist/status/1978813124930044406) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:19Z 2790 followers, XXX engagements


"$MU $SNDK $PSTG $RMBS"  
[X Link](https://x.com/TheValueist/status/1978873171895079212) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:18Z 2812 followers, XXX engagements


"Id love to see what this report said about coal. $BTU $CNR $ARLP $METC Fossil fuels to dominate global energy use past 2050 McKinsey says"  
[X Link](https://x.com/TheValueist/status/1978936958920372471) [@TheValueist](/creator/x/TheValueist) 2025-10-16T21:31Z 2794 followers, XXX engagements


"The $WULF senior notes are decidedly more bondholderfriendly than unsecured or loosely secured corporate paper but it stops short of the full suite of PF protections. More detailed need to be revealed on the notes structure. The yield premium is doing some of the work that traditional PF covenants and tenor would otherwise do. I believe it could very much serve as a template given $GOOG involvement the size of the deal and having a real institution of scale like $MS leading it. Short answer: it is a hybrid that borrows heavily from project finance but is not a pure nonrecourse project bond."  
[X Link](https://x.com/TheValueist/status/1979132456121827731) [@TheValueist](/creator/x/TheValueist) 2025-10-17T10:28Z 2811 followers, XXX engagements


"It is all about networking going forward and in 2026. It is worth digging into the sector if you haven't already. SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems (CSCO) NVIDIA (NVDA) Hewlett Packard Enterprise incl. Juniper (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia (NOK) Ericsson (ERIC) ADTRAN Holdings (ADTN) Ubiquiti (UI) Accton Technology Edgecore Quanta Computer QCT ZTE Huawei (Private) UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON - SWITCH ASICS Broadcom (AVGO) NVIDIA (NVDA) Marvell Technology (MRVL) Intel (INTC) MERCHANT SILICON -"  
[X Link](https://x.com/TheValueist/status/1963960725547717092) [@TheValueist](/creator/x/TheValueist) 2025-09-05T13:41Z 2816 followers, XXX engagements


"***UPDATED*** SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems Nexus/Silicon One systems (CSCO) NVIDIA Spectrum Ethernet & Quantum InfiniBand (NVDA) Hewlett Packard Enterprise incl. Juniper Networks (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia incl. Infinera (NOK) Ciena (CIEN) ADTRAN (ADTN) Ribbon Communications (RBBN) Huawei (Private) ZTE Edgecore Networks / Accton Quanta Cloud Technology / Quanta Computer UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON SWITCH ASICs Broadcom Tomahawk / Trident / Jericho (AVGO) Marvell Teralynx (MRVL) NVIDIA"  
[X Link](https://x.com/TheValueist/status/1963979547017101651) [@TheValueist](/creator/x/TheValueist) 2025-09-05T14:56Z 2816 followers, 2731 engagements


"This $BE news bodes well for $SEI $EOSE. Data centers will take any and all behind-the-meter solutions they can get their hands on. (Bloomberg) -- Shares of Bloom Energy Corp. soared as much as XX% in premarket trading as Brookfield Corp. agreed to invest up to $X billion to deploy the companys fuel cells at new data centers that operate artificial intelligence. The investment firm and the energy storage company are collaborating on AI data centers globally including a site in Europe that will be announced before the end of the year according to a release Monday. The electricity demand boom"  
[X Link](https://x.com/TheValueist/status/1977724170357162323) [@TheValueist](/creator/x/TheValueist) 2025-10-13T13:12Z 2816 followers, 2354 engagements


"$POWI $NVDA Power Integrations (POWI) outlined the benefits of its PowiGaN gallium-nitride technology for XXX VDC power architectures in a new white paper published at the 2025 OCP Global Summit in San Jose where Nvidia (NVDA) provided an update on the XXX VDC architecture. Power Integrations is collaborating with Nvidia to accelerate the transition to XXX VDC power and megawatt-scale racks the company stated. "With rising AI power demands moving to an XXX VDC input simplifies rack design makes more efficient use of space and reduces copper usage. With rising rack power demands we see 1250 V"  
[X Link](https://x.com/TheValueist/status/1977763343839469930) [@TheValueist](/creator/x/TheValueist) 2025-10-13T15:48Z 2816 followers, 3027 engagements


"Unfortunately I dont believe this is available to US investors. SK Hynix 2X ETF Launches in Hong Kong"  
[X Link](https://x.com/TheValueist/status/1978784609081934251) [@TheValueist](/creator/x/TheValueist) 2025-10-16T11:26Z 2816 followers, XXX engagements


"$VST TD launches utilities sector with Vistra PG&E top picks TD Cowen analyst Shelby Tucker initiated coverage of the U.S. power and utilities sector with Vistra (VST) and PG&E (PCG) named top picks. Accelerated demand for electricity from data centers and the need to upgrade utility assets create a "once in a generation opportunity" for electric utilities the analyst tells investors in a research note. TD expects power prices to remain elevated in deregulated markets. The firm says this level of demand for electricity in the U.S. has not been seen since the end of World War II which should"  
[X Link](https://x.com/TheValueist/status/1978811437054411101) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:13Z 2816 followers, 1435 engagements


"$FFIV F5 has disclosed in an 8K that a highly sophisticated nationstate actor maintained longterm persistent access to parts of its environment with initial discovery on 8/9 and public disclosure on 10/15 following a Department of Justice authorization to delay under the SECs Item 1.05(c). The actor accessed the BIGIP development and engineering knowledge platforms and exfiltrated files including portions of BIGIP source code and information about undisclosed vulnerabilities. U.S. cyber authorities characterized the risk as an imminent threat and the press reporting indicates the intruders"  
[X Link](https://x.com/TheValueist/status/1978838707278135656) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:01Z 2816 followers, XXX engagements


"$SIMO Executive management summary. On balance Silicon Motions senior leadership is a net asset. I would rate management quality 4/5 based on a 30year founderCEO with deep domain expertise a recent upgrade in commercial bench strength conservative capital allocation and tangible equity alignment through insider ownership. Offsets include foreign private issuer disclosure that masks individual executive pay an ongoing arbitration with MaxLinear that creates event risk and ordinary founder tenure succession questions. Execution under this team has been resilient through a volatile NAND cycle:"  
[X Link](https://x.com/TheValueist/status/1979244581758640340) [@TheValueist](/creator/x/TheValueist) 2025-10-17T17:54Z 2816 followers, XXX engagements


"$NVDA $TSM $AMKR (Axios) Nvidia and TSMC will announce on Friday their first completed U.S.-made wafer that will eventually become Blackwell chips for AI purposes Nvidia first tells Axios. Why it matters: This milestone represents some of the first fruits of the Trump administration's push to build AI technology in the U.S. and stay ahead in the race to control the future of artificial intelligence. Driving the news: Nvidia founder and CEO Jensen Huang visited TSMC's semiconductor manufacturing facility in Phoenix on Friday to announce the advance. What they're saying: "Nvidia and TSMC are"  
[X Link](https://x.com/TheValueist/status/1979277425394503961) [@TheValueist](/creator/x/TheValueist) 2025-10-17T20:04Z 2816 followers, 2830 engagements


"$EOSE Eos Energy Enterprises is attempting to scale a fully domestic nonflammable aqueouszinc stationary storage platform (Z3) into the longduration segment while riding X concurrent tailwinds: a policy regime that still preserves Section 45X monetization tightened FEOC and tariff constraints that disadvantage Chinalinked supply chains and a secular stepup in U.S. and PJM load growth led by data centers. Against those tailwinds the company is executing a highwire manufacturing ramp and capital structure transition from severe negative gross margins toward positive contribution margin in Q4"  
[X Link](https://x.com/TheValueist/status/1977173894294315306) [@TheValueist](/creator/x/TheValueist) 2025-10-12T00:46Z 2816 followers, 22.8K engagements


"$EOSE Joe Mastrangelo is a career industrial operator with nearly XX years across GE Power and GE Oil & Gas who moved from board adviser to chief executive of Eos Energy in 7/2019. His tenure has been defined by three integrated bets: differentiate on chemistry with a zincbromine system designed for XXX hour durations vertically integrate and onshore a U.S. manufacturing footprint and finance an aggressive capacity build via a blend of DOE support and private structured capital while public markets fund the equity gap. Factually he took Eos public through a SPAC in 11/2020 and has since"  
[X Link](https://x.com/TheValueist/status/1977772543890112756) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:24Z 2817 followers, XXX engagements


"I heard the CFO of $TMC present at a BBG round table XX months ago. I thought it was the dumbest idea I had ever heard. I was clearly wrong and missed a huge opportunity"  
[X Link](https://x.com/TheValueist/status/1977822810602140055) [@TheValueist](/creator/x/TheValueist) 2025-10-13T19:44Z 2817 followers, XXX engagements


"$EOSE Stifel raised the firm's price target on Eos Energy to $XX from $XX and keeps a Buy rating on the shares. Eos shares have trended sharply higher over the past several weeks which the firm sees as likely due to both expected progress at its Turtle Creek manufacturing facility and market enthusiasm around power generation demand and storage needs for AI/data centers. While the firm expects Q3 results "to be a nonevent" it is increasingly confident in Eos' progress the analyst tells investors"  
[X Link](https://x.com/TheValueist/status/1978419291440418886) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:14Z 2816 followers, 2810 engagements


"$EOSE - the IV Bullish option flow detected in Eos Energy Enterprises Inc. with 61655 calls trading 1.5x expected and implied vol increasing over X points to 149.98%. 11/14 weekly XX calls and Oct-25 XX calls are the most active options with total volume in those strikes near 17600 contracts. The Put/Call Ratio is XXXX. Earnings are expected on November 4th"  
[X Link](https://x.com/TheValueist/status/1978571686367613185) [@TheValueist](/creator/x/TheValueist) 2025-10-15T21:20Z 2817 followers, XXX engagements


"MS National Security Index that has been all the rage. Selling off meaningfully. $MSXXNSEC"  
[X Link](https://x.com/TheValueist/status/1979228388348039529) [@TheValueist](/creator/x/TheValueist) 2025-10-17T16:49Z 2817 followers, XXX engagements


"GAI-focused TMT and power baskets. - AI TMT/TECH BASKETS: GSTMTAIP - TMT AI / US TMT AI / GS TMT AI Basket / Goldman Sachs U.S. TMT AI - AI thematic cohort. GSTMTAIS - AI Software / Goldman Sachs AI Software - AI thematic cohort. GSTMTAIR - AI At-Risk / Goldman Sachs AI At-Risk - AI thematic cohort. GSTMTLCX - Large-Cap Tech ex-AI - AI thematic cohort. GSTMTMEG - Mega-Cap Tech / GS TMT MegaCap Tech GSTMTQUA - GS Quality Tech GSTMTSAS - GS TMT SaaS GSTMTMED - GS Media Basket GSTMTMEM - GS TMT Memory Exposed GSTMTHRW - GS Hardware & Comm GSTMTINT - Domestic Internet Basket GSTMTGAM - GS TMT"  
[X Link](https://x.com/TheValueist/status/1979580392559526129) [@TheValueist](/creator/x/TheValueist) 2025-10-18T16:08Z 2817 followers, 1142 engagements


"This is genius. $UBER"  
[X Link](https://x.com/TheValueist/status/1979654252718080042) [@TheValueist](/creator/x/TheValueist) 2025-10-18T21:02Z 2817 followers, XXX engagements


"The interviews decade not year of agents framing and its marchofnines reliability curve point to a multiyear capex cycle in which compute memory bandwidth and eastwest fabric not application UX stay as the binding constraints. That favors owning the bottlenecksaccelerators with large fast-attached memory; advanced packaging that marries those parts; and the optical/Ethernet stack that keeps utilization highover speculative application layers. Reinforcement learnings sparsity and reward hacking issues imply more rollouts per task more retries and more evaluation and distillation passes; in"  
[X Link](https://x.com/TheValueist/status/1979678837043527840) [@TheValueist](/creator/x/TheValueist) 2025-10-18T22:39Z 2817 followers, XXX engagements


"$AMKR Amkors premarket move reflects the market assigning higher probability that U.S. endtoend logic supply chains for Apple silicon will actually run through Amkor with Tim Cook explicitly naming GlobalWafers in Texas for wafers TSMC for frontend fab and Amkor in Arizona for packaging; that explicit onair validation matters because it collapses uncertainty around which OSAT will anchor the U.S. backend and signals Apples intent to localize at least a portion of advanced assembly and test not just wafers which historically remained Asiacentric. Apple had already said in 2023 it would be the"  
[X Link](https://x.com/TheValueist/status/1967948855548284959) [@TheValueist](/creator/x/TheValueist) 2025-09-16T13:49Z 2814 followers, XXX engagements


"$VST On September XX 2025 Vistra Corp. ("Vistra" or the "Company") announced that it has entered into a 20-year power purchase agreement (with options to extend for up to an additional XX years) (the "PPA") with a large investment grade company (the "Customer") pursuant to which the Company has agreed to supply to the Customer 1200 MW of carbon-free power from the Comanche Peak Nuclear Power Plant. Vistra anticipates power delivery to begin in the fourth quarter of 2027 and ramp to full capacity by 2032. Assuming forwards as of Aug. XX 2025 an Adjusted EBITDA Midpoint Opportunity consistent"  
[X Link](https://x.com/TheValueist/status/1972640939383439376) [@TheValueist](/creator/x/TheValueist) 2025-09-29T12:33Z 2814 followers, 2313 engagements


"Nice call on $ENS"  
[X Link](https://x.com/TheValueist/status/1977847053540577459) [@TheValueist](/creator/x/TheValueist) 2025-10-13T21:20Z 2814 followers, XXX engagements


"$ENS EnerSys is a diversified industrial energystorage and power electronics supplier with three operating engines that each matter to the portfolio: Energy Systems (telecom broadband utilities data center UPS power and services) Motive Power (industrial motive batteries and chargers for materialhandling fleets) and Specialty (aerospace & defense and transportation). The business has been repositioning around highervalue maintenancefree chemistries power electronics and services while structurally reducing cost and tightening capital discipline under a new CEO and an EnerGize operating"  
[X Link](https://x.com/TheValueist/status/1977860005878813140) [@TheValueist](/creator/x/TheValueist) 2025-10-13T22:12Z 2814 followers, 2130 engagements


"$ENS Executive summary and rating. EnerSys senior team is in the middle of a deliberate succession and operating-transformation pivot. Shawn OConnell became CEO on 5/23/2025 after XX years in progressively larger P&L roles culminating as President & COO; he inherits a balance sheet with manageable leverage an expanded defense footprint after BrenTronics and a multiyear capital return program. On incentives the company emphasizes atrisk pay a high LTI mix with premiumpriced options and cash bonuses tied primarily to adjusted operating earnings and working capital turns. Governance features are"  
[X Link](https://x.com/TheValueist/status/1978161612469985754) [@TheValueist](/creator/x/TheValueist) 2025-10-14T18:10Z 2814 followers, 1110 engagements


"$BWXT $LEU $OKLO The Armys Janus Program is a material policy and procurement pivot that if executed close to plan compresses the microreactor commercialization timeline creates a new defense-backed offtake class for advanced nuclear and meaningfully re-rates the addressable market for a small set of suppliers across fuel components and systems integration. The Army is designated as DoDs executive agent for installation and operational nuclear energy and is directed to operate an Armyregulated reactor on a domestic base by 9/30/2028 with parallel efforts to field commercially"  
[X Link](https://x.com/TheValueist/status/1978287390255907295) [@TheValueist](/creator/x/TheValueist) 2025-10-15T02:30Z 2814 followers, 1852 engagements


"$BWXT BWX Technologies role in the Janus program is best understood as a multitrack participation opportunity spanning reactor supply fuel manufacture and enabling domestic enrichment manufacturing with nearterm delivery credibility anchored by its execution on DoDs Project Pele and longerdated upside tied to its BANR microreactor under DOEs ARDP. Janus itself is structured to deploy commercially ownedandoperated microreactors on Army installations via milestonebased contracting run with DIU while separately directing the Army to commence operation of an Armyregulated reactor by 9/30/2028;"  
[X Link](https://x.com/TheValueist/status/1978415244268486897) [@TheValueist](/creator/x/TheValueist) 2025-10-15T10:58Z 2814 followers, XXX engagements


"$CEG through $XXX for the first time and at an all-time high. Never forget that $CEG owns XX% of ALL nuclear generating capacity in the US and has stated they have the ability to uprate their existing fleet capacity by 10%. SMRs are fantastic and I hope they succeed however it will be a decade until they are commercially viable and connected to the grid. I still don't believe the market is giving CEG any credit for the Calpine acquisition - it is an absolute home run an will be massively accretive to earnings once digested"  
[X Link](https://x.com/TheValueist/status/1978461841454940430) [@TheValueist](/creator/x/TheValueist) 2025-10-15T14:03Z 2814 followers, 2276 engagements


"Memory strong at the open on SK Hynix capex commentary. $SNDK $PSTG all-time highs and $MU close to one"  
[X Link](https://x.com/TheValueist/status/1978819332059681113) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:44Z 2813 followers, XXX engagements


"$METC Well adding a larger retail base doesn't hurt either. ------ There's a New Rare-Earth Stock for Investors to Buy By Al Root October XX 2025 Rare-earth minerals' role at the center of the trade war between the U.S. and China has left investors scrambling for options on how to play the conflict. One of the latest ideas is the metallurgical coal producer Ramaco Resources. Baird analyst Ben Kallo launched coverage of the company on Wednesday with a Buy rating and a target of $XX for the price. Ramaco stock was up XXX% in premarket trading at $XXXXX while S&P XXX and Dow Jones Industrial"  
[X Link](https://x.com/TheValueist/status/1978828625341247869) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:21Z 2814 followers, XXX engagements


"$METC Executive management summary. Management quality assessment: above average with concentrated-control and governance-complexity caveats. Ramacos senior team blends a founder-led CEO with deep capital markets and industry access and an operational bench with extensive Central Appalachia mining experience. Incentive design has become more formulaic and explicitly tied to operating and shareholder outcomes since 2022 and insider ownership is high which strengthens alignment but also concentrates influence. The CEOs 2024 total compensation of $7.76M sits broadly in line with large met coal"  
[X Link](https://x.com/TheValueist/status/1978834075726094546) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:43Z 2814 followers, XXX engagements


"$ENS all-time high today"  
[X Link](https://x.com/TheValueist/status/1978851971407745303) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:54Z 2814 followers, XXX engagements


"$ANET $COHR $CIEN $CLS Tape first. By 1pm the group is bid across the board with breadth concentrated in names leveraged to AI interconnect racks and test; the 1D z-scores are mostly positive signaling a factor tailwind to AI plumbing during the OCP Global Summit news cycle. OCPs 2025 theme is explicitly AI with new crossproject workstreams to standardize rack power cooling and networking building blocks for AI clusters; the foundation also rolled out a new Open Data Center for AI initiative which is catalyzing ecosystem announcements this week. Meta contributed detail on nextgen network"  
[X Link](https://x.com/TheValueist/status/1978875684585115873) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:28Z 2814 followers, 5399 engagements


"Here's my quantum tracker. It might be time to start throwing some darts. The quantum internet stack seems pretty far off into the future. (There are real companies on this list because they have some quantum exposure) $RGTI $IONQ $QUBT"  
[X Link](https://x.com/TheValueist/status/1978907383419085101) [@TheValueist](/creator/x/TheValueist) 2025-10-16T19:34Z 2814 followers, XXX 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](https://x.com/TheValueist/status/1978919013561278516) [@TheValueist](/creator/x/TheValueist) 2025-10-16T20:20Z 2814 followers, 1226 engagements


"Todays tape finally delivered a clean sign flip in the factor regime with flows decisively punishing the prior leaders and rewarding the representative hedgefund long book. The GS HF Index rallied +3.75% while the Most Shorted cohort fell -XXXX% the highrealizedvolatility sleeve dropped -XXXX% and Retail Jump Risk was -3.30%. Size outperformed (+1.50%) and within tech the capextied complex held up (AI semis +0.35% semicaps +0.55% tech hardware +2.21%) while the longduration cashburn segment was hit hard (unprofitable tech -7.38%). That is the mirror image of the past X weeks squeeze dynamics"  
[X Link](https://x.com/TheValueist/status/1978928641049313486) [@TheValueist](/creator/x/TheValueist) 2025-10-16T20:58Z 2814 followers, 8422 engagements


"$AMD $NVDA $CEG $VST"  
[X Link](https://x.com/TheValueist/status/1979142633881481423) [@TheValueist](/creator/x/TheValueist) 2025-10-17T11:09Z 2814 followers, XXX engagements


"$SEI Partners Groups agreement to acquire Life Cycle Power is a clear signal that institutional capital views mobile behindthemeter generation as a durable infrastructurelike business rather than a cyclical rental niche. The buyer is emphasizing LCPs XXX MW fleet a push into data centers and longertenor availability contracts. That positioning squarely overlaps with Solaris Energy Infrastructures strategy since the 2024 acquisition of Mobile Energy Rentals and the rebrand to SEI which oriented the company toward distributed power data centers and multiyear powerasaservice deals. The immediate"  
[X Link](https://x.com/TheValueist/status/1979292065440895181) [@TheValueist](/creator/x/TheValueist) 2025-10-17T21:02Z 2814 followers, 1129 engagements


"$CIEN Ciena Q3 2025 Earnings Call: Comprehensive AI Data Center & Cloud Computing Analysis Executive Summary: AI as the Fundamental Growth Driver Ciena's Q3 2025 earnings call revealed that artificial intelligence infrastructure buildout has become the company's primary growth catalyst with management describing a fundamental shift where network connectivity has evolved from supporting infrastructure to the critical enabler of AI monetization. The company is capitalizing on an unprecedented $X trillion global investment cycle through 2030 in data centers GPU clusters and AI infrastructure"  
[X Link](https://x.com/TheValueist/status/1963604444093862041) [@TheValueist](/creator/x/TheValueist) 2025-09-04T14:05Z 2814 followers, XXX engagements


"$PSTG Pure Storage delivered a clean beat-and-raise quarter and more importantly for our positioning reinforced the core elements of the long thesis: a differentiated software-led flash platform gaining enterprise share a maturing highermix subscription model that is compounding predictability and an emerging hyperscale royalty stream that is real but not yet central to the numbers. Q2 FY26 revenue was $861M +13% y/y with nonGAAP operating profit of $130M for a XXXX% margin; management raised fullyear revenue guidance to $3.6B$3.63B (+14% at the midpoint) and Q3 to $950M$960M (+15% y/y at the"  
[X Link](https://x.com/TheValueist/status/1970527394759913494) [@TheValueist](/creator/x/TheValueist) 2025-09-23T16:35Z 2814 followers, XXX engagements


"$CIEN Ciena is executing on a stepchange in demand tied directly to AI networking with the financial profile materially inflecting while industry structure has improved. In fiscal Q3 2025 revenue rose to $1.22B with adjusted EPS of $XXXX and gross margin of XXXX% and management guided Q4 revenue to $1.24B$1.32B and gross margin to 42%43%. They also preannounced FY26 growth of XX% gross margin of XX% X pt flat FY26 OpEx at $1.5B and an operating margin target pulled forward by X year to 15%16% in FY26. Orders again exceeded revenue and hit a quarterly record with backlog visibility now into"  
[X Link](https://x.com/TheValueist/status/1971673580954952049) [@TheValueist](/creator/x/TheValueist) 2025-09-26T20:29Z 2814 followers, XXX engagements


"$PSTG a proxy for those who missed $SNDK $MU $STX"  
[X Link](https://x.com/TheValueist/status/1973435713539678612) [@TheValueist](/creator/x/TheValueist) 2025-10-01T17:11Z 2814 followers, XXX engagements


"Sharing my notes on $PSTG again. Someone will have to manage all this new storage"  
[X Link](https://x.com/TheValueist/status/1973437650213412968) [@TheValueist](/creator/x/TheValueist) 2025-10-01T17:19Z 2814 followers, 2272 engagements


"$PSTG all-time high today. Prob won't get the non-stop long flow like $SNDK but I believe it is a solid memory exposed long through 2026"  
[X Link](https://x.com/TheValueist/status/1975209869700710536) [@TheValueist](/creator/x/TheValueist) 2025-10-06T14:41Z 2814 followers, 2180 engagements


"$MU $SNDK $PSTG $RMBS Here is a concise but deep primer on how modern 3D NAND is manufactured followed by a comprehensive ownerbyowner map of the worlds active NAND wafer fabs suitable for enterprise and hyperscale SSD supply. Citations are embedded where facts matter most. NAND manufacturing process endtoend 3D NAND is built on XXX mm silicon wafers and uses vertical stacking to scale density rather than shrinking XY dimensions the way logic and DRAM do. Most vendors employ a chargetrap cell formed within a cylindrical string that passes through hundreds of stacked dielectric layers; the"  
[X Link](https://x.com/TheValueist/status/1975996405433987559) [@TheValueist](/creator/x/TheValueist) 2025-10-08T18:47Z 2814 followers, 10.5K engagements


"@MacroPupster I agree absolutely on the $BTU thermal side. Wright/DOE said they will not be retiring any additional coal-fired generation and the industry gets Trump fiscal policy support. I like $CNR as well"  
[X Link](https://x.com/TheValueist/status/1976247267100336562) [@TheValueist](/creator/x/TheValueist) 2025-10-09T11:24Z 2814 followers, XXX engagements


"Power generation & storage technology SMNEY Siemens Energy AG (ADR): Gas/steam turbines grid equipment and wind (Siemens Gamesa); services-heavy energy OEM. GEV GE Vernova Inc: Gas/steam power on/offshore wind and grid solutions businesses spun from GE. CMI Cummins Inc: Engines and gensets plus electrolyzers and fuelcell systems for lowcarbon power. BE Bloom Energy Corp: Solidoxide fuelcell power systems and electrolyzers for distributed generation. EOSE Eos Energy Enterprises: Zincbased stationary batteries aimed at longduration grid storage. FLNC Fluence Energy Inc: Utilityscale battery"  
[X Link](https://x.com/TheValueist/status/1976419863502447050) [@TheValueist](/creator/x/TheValueist) 2025-10-09T22:49Z 2814 followers, 3066 engagements


"The new Chinese battery export restrictions are another arrow in the quiver for King Coal. $BTU $CNR $ARLP $METC Second Beijing just added a policy lever to exploit that position. Starting 1108 exports of large lithiumion batteries used for grid storage cathode and anode materials and key manufacturing equipment require casebycase licenses from the Ministry of Commerce. That framework lets China dial supply up or down by counterparty and product rapidly changing availability and price outside China without any formal quota. The covered list explicitly reaches into the midstream and into"  
[X Link](https://x.com/TheValueist/status/1977126931012501954) [@TheValueist](/creator/x/TheValueist) 2025-10-11T21:39Z 2814 followers, 1701 engagements


"$VRT $NVDA Vertivs announcement is strategically important because it moves the company from marketing alignment to engineering readiness on an XXX VDC power platform that is explicitly timed to the 2027 deployment window for NVIDIAs Rubin Ultra-era AI factories with first commercial availability planned for 2H26. The shift to XXX VDC is not a cosmetic refresh of todays XX VDC rack power; it is a system-level redesign intended to support XXX kW to X MW per rack and multihundredmegawatt campuses while cutting conversion steps and conductor mass. NVIDIA has spent the past year socializing this"  
[X Link](https://x.com/TheValueist/status/1977814663275454790) [@TheValueist](/creator/x/TheValueist) 2025-10-13T19:12Z 2814 followers, XXX engagements


"$AUR Aurora is at an early commercialization inflection for autonomous trucking: the company launched fully driverless freight service on public highways between Dallas and Houston in late April validated night driving in July and expanded driverless miles from roughly 20000 by quarterend June to more than 50000 by early September while keeping ontime performance near XXX% and a clean Auroraattributed safety record. Night operations more than double potential utilization which goes straight into a better revenue and cost per mile profile for carriers and for Auroras permile model. The company"  
[X Link](https://x.com/TheValueist/status/1978423190096380242) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:30Z 2816 followers, 5297 engagements


"$AUR Executive management summary and investment implications. Aurora Innovations senior leadership is generally high quality with a distinctive mix of deep autonomous-systems pedigrees and practical capital-allocation discipline. The CEO Chris Urmson remains the intellectual and cultural anchor with substantial voting control and in 2025 the company crossed a credibility threshold by initiating paid driverless commercial trucking operations in Texas. Compensation is structurally conservative at the topparticularly for the CEOwhile second-line operators carry more of the equity incentives."  
[X Link](https://x.com/TheValueist/status/1978426905469538384) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:45Z 2815 followers, XXX engagements


"$SNDK still going +10% today. Some big orders coming in"  
[X Link](https://x.com/TheValueist/status/1978478468774969480) [@TheValueist](/creator/x/TheValueist) 2025-10-15T15:09Z 2816 followers, XXX engagements


"$AUR $UBER Uber is involved with Aurora on X fronts: strategic owner board-level partner and commercial customer through Uber Freight. The large equity position traces back to Auroras 2021 acquisition of Ubers Advanced Technologies Group (ATG); Uber contributed ATG and received a significant minority stake and an ongoing partnership which is why it still screens as a top holder. At the governance and commercial levels Ubers CEO Dara Khosrowshahi has served on Auroras board and Uber Freight is one of the shippers using Auroras driverless service. Management has emphasized that the core"  
[X Link](https://x.com/TheValueist/status/1978504577918857706) [@TheValueist](/creator/x/TheValueist) 2025-10-15T16:53Z 2815 followers, 1583 engagements


"$DGXX Digi Power X (ticker: DGXX) is the former Digihost Technology rebranding into an energybacked digital infrastructure platform that still operates legacy Bitcoin mining and power sales while pivoting hard into Tier X modular AI data centers. The company runs X operating sites totaling roughly XXX MW of developed electrical infrastructure: a combinedcycle XX MW behindthegrid plant in North Tonawanda NY an XXXX MW gridfed site in Buffalo NY and a XX MW utilityfed site in Alabama plus a North Carolina property with potential for 200+ MW. The corporate site also highlights multiple revenue"  
[X Link](https://x.com/TheValueist/status/1978588204551798800) [@TheValueist](/creator/x/TheValueist) 2025-10-15T22:26Z 2816 followers, 3706 engagements


"$ORCL Oracles message in Las Vegas is straightforward: for very large AI infrastructure programs management believes the unit-level economics can support 3040% adjusted gross margins and it illustrated this with a stylized 6year $60B revenue example that yields XX% gross margin and $21B cumulative gross profit on $39B costs split roughly $25B for compute/network/storage and $14B for land/data center/power. The same deck implied annual runrate costs near $6.4B in steady state. That disclosure is directionally consistent with the days coverage and with the slide images you provided and it is"  
[X Link](https://x.com/TheValueist/status/1978912304713347431) [@TheValueist](/creator/x/TheValueist) 2025-10-16T19:53Z 2814 followers, 7374 engagements


"$SMCI The interview is a revealing window into Super Micro Computers operating system: a founder-driven engineering culture that prizes time-to-market modularity and reliability with a willingness to commit ahead of the demand curve when it believes a technology transition is inevitable. Three themes dominate. First an enduring building block philosophy that lets the company compose bespoke systems rapidly across CPUs GPUs power thermals IO and chassiscutting design cycle time and easing inventory reuse. Second a burnin-andvalidation mindset built since the mid1990s that elevates reliability"  
[X Link](https://x.com/TheValueist/status/1978955947709264041) [@TheValueist](/creator/x/TheValueist) 2025-10-16T22:47Z 2814 followers, 1649 engagements


"$WULF TeraWulfs October 8K confirms that its wholly owned indirect subsidiary WULF Compute LLC has priced $XXX billion of XXXXX% senior secured notes due 2030 at an issue price of XXX% with settlement targeted for 10232025 via a Rule 144A private offering to QIBs. Morgan Stanley is sole bookrunner. The security package is unusually robust for a corporate 144A: firstpriority liens on substantially all assets of WULF Compute and its guarantor subs (La Lupa Data LLC Akela Data Holdings LLC and Akela Data LLC) a pledge of all equity in WULF Compute held by its direct parent a perfected interest"  
[X Link](https://x.com/TheValueist/status/1978959404176130310) [@TheValueist](/creator/x/TheValueist) 2025-10-16T23:01Z 2816 followers, 2019 engagements


"$RGTI post. I suspect this thing keeps going down"  
[X Link](https://x.com/TheValueist/status/1978965748329365870) [@TheValueist](/creator/x/TheValueist) 2025-10-16T23:26Z 2814 followers, 1243 engagements


"$META $OWL Meta and Blue Owl are finalizing a roughly $XX billion offbalance sheet financing for Metas Hyperion AI data center campus in Richland Parish Louisiana via a purposebuilt SPV that is issuing $XXXX billion of fully amortizing senior secured notes due 2049 and supported by about $XXX billion of equity. The joint venture will split project ownership with Meta retaining XX% and Blue Owl and coinvestors holding the remainder. Morgan Stanley structured and solebookran the transaction; PIMCO is anchoring the debt. The debt is being sold in a Rule 144A offering and per the rating presale"  
[X Link](https://x.com/TheValueist/status/1979177867616436448) [@TheValueist](/creator/x/TheValueist) 2025-10-17T13:29Z 2814 followers, XXX engagements


"This will be a great change. ESPN wasn't doing much to promote F1. (Bloomberg) -- Apple enters a five-year partnership with Formula X to give Apple TV exclusive broadcast rights for races in the US starting next year. Apple TV to deliver coverage of all practice qualifying Sprint sessions and Grands Prix to subscribers Select races and all practice sessions to be available for free throughout the season F1 TV Premium to continue to be available in the US via an Apple TV subscription and will only be free for those who subscribe"  
[X Link](https://x.com/TheValueist/status/1979180079646134296) [@TheValueist](/creator/x/TheValueist) 2025-10-17T13:37Z 2814 followers, XXX engagements


"$SNDK QLC NAND offers a compelling cost density and power profile for the parts of the generative AI stack that are fundamentally readheavy but it carries endurance write QoS and rebuildtime tradeoffs that require software and system codesign to be viable at scale. On the positive side hyperscalerclass QLC SSDs now ship at 61.44122.88 TB per drive with read throughput on par with TLC enabling multipetabyte flash tiers in a few rack units while drawing materially less power per TB than HDDs. Solidigms D5P5336 exemplifies this trend with XXXXX TB and nearTLC read QoS and validated endurance"  
[X Link](https://x.com/TheValueist/status/1979221482568929521) [@TheValueist](/creator/x/TheValueist) 2025-10-17T16:22Z 2815 followers, XXX engagements


"$NVDA $AMD $META $GOOGL $AMZN $CRWV $ORCL The check suggests that the current AI cycle is transitioning from a scale-first training-heavy phase into an efficiency-first productization phase in which distribution power availability and data loops determine winners more than frontier-model leadership alone. If that transition materializes near-term demand for accelerators remains robust because XX% of spend is still training and software remains tightly bound to CUDA but the mediumterm risk is a deceleration of incremental GPU demand per unit of model capability as algorithmic and systems"  
[X Link](https://x.com/TheValueist/status/1979222761361887624) [@TheValueist](/creator/x/TheValueist) 2025-10-17T16:27Z 2814 followers, 1388 engagements


"$WULF bonds are trading up"  
[X Link](https://x.com/TheValueist/status/1979231114037244284) [@TheValueist](/creator/x/TheValueist) 2025-10-17T17:00Z 2814 followers, 1936 engagements


"Yes for greenfield AI builds targeting 2001000 kW racks an XXX VDC architecture has a high probability of improving unit economics in a meaningful way but the magnitude is casedependent and backended to 2027+ when the ecosystem is productionready. The direct levers are fewer conversion stages much lower distribution current and the relocation or elimination of bulky racklevel PSUs all of which translate into higher power density per rack lower copper mass and installation labor smaller electrical rooms and lower electrical losses. NVIDIAs technical brief quantifies several of these effects:"  
[X Link](https://x.com/TheValueist/status/1979261771857736099) [@TheValueist](/creator/x/TheValueist) 2025-10-17T19:02Z 2815 followers, XXX engagements


"$WULF Initial read-through of firstday trading is constructive. The XXXX% WULF Compute LLC 10/15/30s opened and are holding a small premium around 101.7101.8 with a yieldtoworst of about XXXX% versus the 10/2030 Treasury at roughly XXXX% implying a Gspread near +365 bps Zspread about +401 bps and OAS about +356 bps. The YTW reflects a par call on 10/15/29 so the bonds decision metric is X years to the call rather than X years to stated maturity. At todays marks price is consistent with a full allocation and modest secondary demand: it is a clean break but not a blowout which is what we"  
[X Link](https://x.com/TheValueist/status/1979276764141752668) [@TheValueist](/creator/x/TheValueist) 2025-10-17T20:02Z 2816 followers, 1173 engagements


"Another all-time high from $GLW. Trading very well"  
[X Link](https://x.com/TheValueist/status/1975963657348710487) [@TheValueist](/creator/x/TheValueist) 2025-10-08T16:37Z 2816 followers, 1382 engagements


"$NVDA Nvidia Corp: The United States has approved several billion dollars worth of Nvidia chip exports to the United Arab Emirates Bloomberg News reported on Wednesday. The Commerce Department's Bureau of Industry and Security recently issued the Nvidia export licenses under the terms of a bilateral artificial intelligence agreement hashed out in May the report said citing people familiar with the matter. The deal would boost UAE's construction of data centers vital to developing AI models. The approval came after the UAE made concrete plans for a reciprocal amount of investment on American"  
[X Link](https://x.com/TheValueist/status/1976244975747694924) [@TheValueist](/creator/x/TheValueist) 2025-10-09T11:14Z 2816 followers, XXX engagements


"$METC Comprehensive Analysis: Ramaco Resources Rare Earth Elements & Critical Minerals Operations From Q2 2025 Earnings Call (August X 2025) Executive Summary of REE/Critical Minerals Business Ramaco Resources has activated the Brook Mine in Sheridan Wyoming - Americas first new rare earth mine in over XX years. The project represents a transformative pivot for the company creating what management describes as the only U.S. dual-platform company operating in both metallurgical coal and rare earth/critical minerals. The mine contains XXX million tons of total rare earth oxides (TREO) on"  
[X Link](https://x.com/TheValueist/status/1977366468376358955) [@TheValueist](/creator/x/TheValueist) 2025-10-12T13:31Z 2817 followers, 1056 engagements


"$TSM (Bloomberg) -- Global investors are ramping up bets on Taiwan Semiconductor Manufacturing Co. ahead of its earnings confident that the worlds leading chip foundry will remain one of the biggest winners from the AI spending boom. Its American depositary receipts are trading at the highest premium to its Taipei shares since 2002 on a 50-day moving average basis. Thats driven by growing awareness among investors around the world of the companys role as the main outsourced supplier of chips for Nvidia Corp. and many others. The ADRs have surged XX% this year outpacing the XX% gain in the"  
[X Link](https://x.com/TheValueist/status/1978645778609397816) [@TheValueist](/creator/x/TheValueist) 2025-10-16T02:14Z 2817 followers, 1180 engagements


"$TSM TSMC Q3 2025 Earnings Call: Comprehensive Analysis of AI Data Centers and Related Technologies Executive Summary of AI-Related Disclosures TSMCs Q3 2025 earnings call revealed unprecedented demand dynamics in the AI semiconductor market with management characterizing the situation as insane and more stronger than we thought three months ago. The company is experiencing direct demand signals from hyperscalers (customers customers) and witnessing exponential token growth that management believes increases almost every three months. This analysis captures every AI-related disclosure from"  
[X Link](https://x.com/TheValueist/status/1978771661924028717) [@TheValueist](/creator/x/TheValueist) 2025-10-16T10:35Z 2816 followers, 2081 engagements


"$AMKR $TSM TSMC Q3 2025 Earnings Call: Comprehensive Analysis of Advanced Packaging and OSAT Partnerships Executive Summary TSMC's Q3 2025 earnings call revealed critical developments in advanced packaging strategy with packaging revenue approaching XX% of total revenue and becoming a cornerstone of the company's Foundry XXX strategy. Most notably management disclosed a strategic partnership with a major OSAT partner (strongly implied to be Amkor based on context) that is building facilities in Arizona ahead of TSMC's own advanced packaging fabs. The discussion revealed severe capacity"  
[X Link](https://x.com/TheValueist/status/1978818729589801252) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:42Z 2816 followers, XXX engagements


"$FFIV Market Chatter: F5 Allegedly Hacked by China-Linked Group (MT Newswires) F5's (FFIV) systems were allegedly breached by state-backed hackers from China Bloomberg reported Thursday citing people familiar with the matter. The cybersecurity firm reported the breach Wednesday in a filing with the US Securities and Exchange Commission alleging that a nation-state threat actor had penetrated its network and stolen files including parts of the source code of the BIG-IP platform. F5 and China's embassy in Washington did not immediately reply to MT Newswires' requests for comment. (Market"  
[X Link](https://x.com/TheValueist/status/1978825613696815424) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:09Z 2817 followers, XXX engagements


"$FFIV Market Chatter: F5 Allegedly Hacked by China-Linked Group (MT Newswires) F5's (FFIV) systems were allegedly breached by state-backed hackers from China Bloomberg reported Thursday citing people familiar with the matter. The cybersecurity firm reported the breach Wednesday in a filing with the US Securities and Exchange Commission alleging that a nation-state threat actor had penetrated its network and stolen files including parts of the source code of the BIG-IP platform. F5 and China's embassy in Washington did not immediately reply to MT Newswires' requests for comment. (Market"  
[X Link](https://x.com/TheValueist/status/1978825613705109652) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:09Z 2817 followers, 1233 engagements


"$FFIV entry"  
[X Link](https://x.com/TheValueist/status/1978826011354526030) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:11Z 2817 followers, 1790 engagements


"@entourage_1998 $FFIV earnings this quarter will be a big reveal"  
[X Link](https://x.com/TheValueist/status/1978851084987761130) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:50Z 2816 followers, XX engagements


"@entourage_1998 $FFIV"  
[X Link](https://x.com/TheValueist/status/1978851419646984255) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:51Z 2817 followers, XXX engagements


"Networking very strong today. I take there are some major announcements coming out of OCP. Unfortunately Im not there. $ANET $COHR $CIEN $CLS"  
[X Link](https://x.com/TheValueist/status/1978868543417409812) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:00Z 2816 followers, 3840 engagements


"$MU $SNDK $PSTG $RMBS"  
[X Link](https://x.com/TheValueist/status/1978873136864203118) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:18Z 2816 followers, 2051 engagements


"$MU $SNDK $PSTG $RMBS Metas OCP deck and blog make X points that matter for capital allocation. First Meta is formalizing a new middle tier built on very highcapacity QLC SSDs to sit between TLC SSD tiers and cold HDDs targeting readbandwidthdominant workloads that need roughly 1020 MB/s/TB and tolerate lower write rates. Meta says 2Tb QLC dies and 32die stacks are mainstreaming enabling rapid density scaling and meaningful $/TB and W/TB gains; the bytedensity target for its QLC servers is 6x its densest TLC server today. Second the initial platform is a 20U 24slot ORv3 48V rack server with"  
[X Link](https://x.com/TheValueist/status/1978883891944358261) [@TheValueist](/creator/x/TheValueist) 2025-10-16T18:01Z 2816 followers, 4100 engagements


". @leopoldasch made an incrediblly excellent call on $INTC . I was doubtful and short at various times thankfully not recently. Hopefully he will release a paper at some point explaining his rationale outside of what is alreday in the news"  
[X Link](https://x.com/TheValueist/status/1979192361050673315) [@TheValueist](/creator/x/TheValueist) 2025-10-17T14:26Z 2817 followers, 1515 engagements


"For all the people with a Bloomberg Terminal and no $GS entitlements here is a list of equity baskets you can load into worksheets graphs etc. You won't be able to see the constituents without entitlements unfortunately. GIR PORTFOLIO STRATEGY SHAREHOLDER RETURN / CASH DISTRIBUTION Total Cash Return to Shareholders GSTHCASH Dividend Growth GSTHDIVG Buyback GSTHREPO GIR PORTFOLIO STRATEGY RATE SENSITIVITY / DURATION / LIQUIDITY Interest-Rate Sensitive GSTHUSTY Short Duration GSTHSDUR Long Duration GSTHLDUR High Liquidity GSTHHLIQ Low Liquidity GSTHLLIQ Dual Beta GSTHBETA GIR PORTFOLIO STRATEGY"  
[X Link](https://x.com/TheValueist/status/1979567793373659485) [@TheValueist](/creator/x/TheValueist) 2025-10-18T15:18Z 2817 followers, 3650 engagements


"$NVDA $AMZN What youre seeing is a deliberate architectural fork by AWS to keep EFA at the heart of its scaleout network while adopting NVIDIAs NVL72 rackscale compute. NVIDIAs GB300 NVL72 reference stack expects a tightly coupled SuperNIC per GPU that delivers XXX Gb/s of RDMA bandwidth over either InfiniBand QuantumX800 or SpectrumX Ethernet and it packages that NIC logic and the NVLink/NVSwitch fabric into a very integrated vendorcontrolled rack. AWS believes its own K2 NIC family running EFA/SRD is competitive and strategically more important than conforming to NVIDIAs networking but"  
[X Link](https://x.com/TheValueist/status/1979689986455634141) [@TheValueist](/creator/x/TheValueist) 2025-10-18T23:24Z 2817 followers, 1463 engagements