#  @joedab12 Joe Joe posts on X about $mu, $nvda, $rmbs, $vicr the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1267301382/interactions)  - [--] Week [------] -76% - [--] Month [-------] +383% - [--] Months [-------] +246% - [--] Year [-------] +398% ### Mentions: [--] [#](/creator/twitter::1267301382/posts_active)  - [--] Month [--] -66% - [--] Months [---] +3,450% - [--] Year [---] +3,808% ### Followers: [---] [#](/creator/twitter::1267301382/followers)  - [--] Week [---] +1.10% - [--] Month [---] +41% - [--] Months [---] +580% - [--] Year [---] +854% ### CreatorRank: [-------] [#](/creator/twitter::1267301382/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [currencies](/list/currencies) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) **Social topic influence** [$mu](/topic/$mu) #61, [$nvda](/topic/$nvda) #647, [$rmbs](/topic/$rmbs) #1, [$vicr](/topic/$vicr) #4, [nvda](/topic/nvda) #158, [$orcl](/topic/$orcl), [$be](/topic/$be), [ai](/topic/ai), [market](/topic/market), [bullish](/topic/bullish) **Top accounts mentioned or mentioned by** [@halaltrader](/creator/undefined) [@pbmech](/creator/undefined) [@annisen](/creator/undefined) [@chess999999](/creator/undefined) [@jukanlosreve](/creator/undefined) [@bethkindig](/creator/undefined) [@heatonsr187428](/creator/undefined) [@saynototrading](/creator/undefined) [@sandeman52](/creator/undefined) [@theaiinvestor](/creator/undefined) [@benbajarin](/creator/undefined) [@anni_sen](/creator/undefined) [@fundstrat](/creator/undefined) [@ecommerceshares](/creator/undefined) [@jukan05](/creator/undefined) [@openai](/creator/undefined) [@fundmyfund](/creator/undefined) [@benitoz](/creator/undefined) [@omillionaires](/creator/undefined) [@amitisinvesting](/creator/undefined) **Top assets mentioned** [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rambus Inc (RMBS)](/topic/$rmbs) [Vicor Corp (VICR)](/topic/$vicr) [Oracle Corporation (ORCL)](/topic/$orcl) [Bloom Energy Corporation (BE)](/topic/$be) [Advanced Micro Devices (AMD)](/topic/$amd) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Cosmos (ATOM)](/topic/$atom) [Intel Corporation (INTC)](/topic/$intc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Iris Energy Limited (IREN)](/topic/$iren) [Sandisk Corporation (SNDK)](/topic/$sndk) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Bank of America (BAC)](/topic/bank-of-america) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [EQT, Corp. (EQT)](/topic/$eqt) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Asana, Inc. (ASAN)](/topic/$asan) ### Top Social Posts Top posts by engagements in the last [--] hours "@OMillionaires now they gotta show they can make them in malaysia where the production units come from. Why place POs before sampling from actual high volume fab ENVX wouldnt build the fab without positive feedback from early samples. Im bullish but trimmed my higher cost shares yesterday" [X Link](https://x.com/joedab12/status/1791930313247191050) 2024-05-18T20:34Z [--] followers, [---] engagements "@OMillionaires no you are correct YBS is making them for enovix. Just like foxconn makes iphones for apple nothing concerning here the numbers are the numbers. Its up to them to prove they are realistic and land actual POs" [X Link](https://x.com/joedab12/status/1791951505387585802) 2024-05-18T21:58Z [--] followers, [--] engagements "@WayneRo11785584 @OMillionaires have they exercised that right The filing clearly says YBS is making the batteries. No reason to believe thats a bad thing foxcon makes iphones tsmc makes nvidia gpus who cares" [X Link](https://x.com/joedab12/status/1792074537615708578) 2024-05-19T06:07Z [--] followers, [--] engagements "@nemeer @amitisinvesting look a $dell and $vrt those matter more than smci. Amd is struggling nvidia showing the world amd is worlds behind. I wasnt surprised one bit at the reactions of smci and amd" [X Link](https://x.com/joedab12/status/1794366554710352169) 2024-05-25T13:54Z [--] followers, [--] engagements "$ENVX what happens when Apple inevitably announces a deal with OpenAI likely to integrate Chat GPT into iPhones possibly replacing Siri That could really be an eye opener for many. Apple won't be their 1st or 2nd customer but the need for what ENVX does will be magnified" [X Link](https://x.com/anyuser/status/1796547014907588793) 2024-05-31T14:19Z [---] followers, [---] engagements "@VolkVentures @rajtalluri this has nothing to do with enovix their chips are more efficient they arent saying anything about laptops with more energy dense batteries" [X Link](https://x.com/joedab12/status/1797746291801501777) 2024-06-03T21:44Z [--] followers, [---] engagements "@joceyreyes209 this has to be apple. Raj has talked about loving his vision pro at least [--] different times on recent calls/presentations" [X Link](https://x.com/anyuser/status/1805586839128187034) 2024-06-25T13:00Z [---] followers, [----] engagements "@raikk61 i cant find the link to that on reuters website. I have seen this image floating around. Not accusing you of posting fake but can you send link if you have it" [X Link](https://x.com/joedab12/status/1819787401168134586) 2024-08-03T17:28Z [--] followers, [---] engagements "@FreeLunchLover @MikeZaccardi 27% cash is not that high. If he knew a crash was coming he would have way more cash. You gotta put things in percentage perspective berkshire is a $1t asset manager and has 27.7% cash and 72.3% in equities. Thats not bearish at all" [X Link](https://x.com/joedab12/status/1831911267470282774) 2024-09-06T04:24Z [---] followers, [---] engagements "@StockSavvyShay $MU is not a monopoly at all. Theyre behind sk hynix. And you missed Synopsis $SNPS. Way more of a monopoly than TXN" [X Link](https://x.com/joedab12/status/1835447926153527481) 2024-09-15T22:37Z [---] followers, [---] engagements "@DueDoctor $SWTX" [X Link](https://x.com/joedab12/status/1858211262574026836) 2024-11-17T18:11Z [--] followers, [---] engagements "@awakenowzone Micron buddy Micron" [X Link](https://x.com/joedab12/status/1898233787693384189) 2025-03-08T04:46Z [--] followers, [---] engagements "@StealthQE4 vegas needs rate cuts as bad as any city. Funny thing is residential RE in west las vegas has been remarkably resilient. The influx of californians who dont care whether a house is 450k or 525k isnt stopping and both prices look dirt cheap to them(I was one of them; no regrets)" [X Link](https://x.com/joedab12/status/1951233733542948866) 2025-08-01T10:49Z [--] followers, [--] engagements "@MMMTwealth thats it anyone who bought almost anything in april is up similar or more. Im up over 100% on MU VRT AMD and ORCL. whoopdeedoo" [X Link](https://x.com/joedab12/status/1951236326562398477) 2025-08-01T10:59Z [--] followers, [--] engagements "@TacticzH what happens to asml if intel has to cancel all of their gate all around developlent completely(not impossible). ASML customer concentration is not great. I do think tsm and samsung along with rapidus will eventually pick up the slack but asml isnt as safe as it looks IMO" [X Link](https://x.com/joedab12/status/1953034455829926150) 2025-08-06T10:04Z [--] followers, [--] engagements "@MichaelAArouet still lots of gems within the [---]. Im happy with my return on $ORCL $MU $VRT (not in s&p yet)" [X Link](https://x.com/anyuser/status/1954161918903505317) 2025-08-09T12:44Z [---] followers, [--] engagements "@InvestingVisual @IvanaSpear $BE and $ATOM" [X Link](https://x.com/anyuser/status/1954574442207817980) 2025-08-10T16:03Z [---] followers, [----] engagements "$MU HBM is just getting started. The inference phase of AI is where MU shines the most. Theyll be to inference what NVDA was to training and by that I mean THE CLEAREST WINNER(along with $TSM and $ORCL but MU way more upside than TSM at current valuation IMO)" [X Link](https://x.com/joedab12/status/1955187356673380723) 2025-08-12T08:39Z [--] followers, [--] engagements "@Alex_Intel_ @xqybyt hey genius amd isnt fab heavy. theres a reason fabless companies deserve higher PE. Capex doesnt affect earnings but it affects cashflow" [X Link](https://x.com/joedab12/status/1955220500696744030) 2025-08-12T10:51Z [--] followers, [--] engagements "@MajorOcelot45 @PatrickMoorhead correct meanwhile $TSM is achieving great relative yields on both 3nm and 2nm WITHOUT HIGH NA. Is that bearish $ASML Probably so but possibly priced in on the recent fall" [X Link](https://x.com/joedab12/status/1955243455464022377) 2025-08-12T12:22Z [--] followers, [--] engagements "@YodaStockInvest very poor risk management. doesnt mean you wont make $$ though. Why do you think amd will outpace nvda Did they even start giving a gpu number yet when they report or is it still bundled in w cpu in the data centercategory Lol" [X Link](https://x.com/joedab12/status/1956068345234723056) 2025-08-14T19:00Z [--] followers, [---] engagements "Beth has got to be talking about $BE. Clearly this is their specialty and I am bullish AF on this company even with the market seemingly frothy or toppy but I also am up to 42% cash in my account. Time to power is the most important focal point for AI investors at the moment. For premium members we recently covered one stock that we believe is poised to help the data center industry address this bottleneck. Time to power is the most important focal point for AI investors at the moment. For premium members we recently covered one stock that we believe is poised to help the data center industry" [X Link](https://x.com/anyuser/status/1956283710543712527) 2025-08-15T09:15Z [---] followers, [----] engagements "@YodaStockInvest how many hours have you spent researching AMD and its competitive landscape in the last [--] months" [X Link](https://x.com/joedab12/status/1956284309280616811) 2025-08-15T09:18Z [--] followers, [--] engagements "@Zeff_Pena @EndicottInvests well youre wrong its a $16b company right now. Can they get to $100b Sure if youre talking 5+ years. they could also go to $10-12b in weeks or months" [X Link](https://x.com/joedab12/status/1957865460688441630) 2025-08-19T18:01Z [---] followers, [--] engagements "@Jukanlosreve they arent talking about hbm in that blurb just 1c node dram. Samsung is way behind $MU let alone SKHynix. Not saying Id be short samsung theyll figure it out sooner or later. But be clear this blurb is NOT talking about hbm yields" [X Link](https://x.com/joedab12/status/1957866230322184675) 2025-08-19T18:04Z [---] followers, [--] engagements "@TheETFTracker $REMX" [X Link](https://x.com/joedab12/status/1957870581182787926) 2025-08-19T18:21Z [---] followers, [--] engagements "$BE basically said their TAM doubled and nobody noticed. I added a couple hundred shares today. Would love a couple thousand on a real market pullback" [X Link](https://x.com/anyuser/status/1957896144685592872) 2025-08-19T20:03Z [---] followers, [---] engagements "$MU down overnight on two pieces of news. Neither bearish enough to warrant big dip [--]. trump wants equity in Micron. Whoopdeedoo anyone who doesnt is foolish. [--]. Skh qualified hbm4 with nvda. Inevitable but did happen 3mos early. Their hbm is sold out for [--] regardless. BTFD" [X Link](https://x.com/anyuser/status/1958145298296938568) 2025-08-20T12:33Z [---] followers, [---] engagements "meant samsung not skh*" [X Link](https://x.com/joedab12/status/1958145412193198553) 2025-08-20T12:33Z [---] followers, [--] engagements "@doh_in @ehhope3 @Hari81837991 Fab [--] failure I haven't followed this closely the last few months what happened there" [X Link](https://x.com/joedab12/status/1958209423790186658) 2025-08-20T16:48Z [---] followers, [---] engagements "@doh_in @ehhope3 @Hari81837991 aah thanks for clarifying didnt catch that. just holding 4k shares i got below $6 and had sold everything else around [--]. Makes me want to reload a few k more. Whats the next catalyst you are expecting and when would you guess" [X Link](https://x.com/joedab12/status/1958431404426977563) 2025-08-21T07:30Z [---] followers, [--] engagements "@Silicon_Fly this is tabloid level semiconductor spam" [X Link](https://x.com/joedab12/status/1959876393791107179) 2025-08-25T07:11Z [---] followers, [--] engagements "@StockBaron_ @markoinny ASML is being hurt badly by intels slowing capex. ASM was expensive. Also note that intel is their first high na euv customer and tsm got successful 3nm market dominance without high NA. Im no ASML bear here I think its a good window to accumulate but it was ahead of itself be4" [X Link](https://x.com/joedab12/status/1960585864079159552) 2025-08-27T06:11Z [---] followers, [---] engagements "$BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b" [X Link](https://x.com/anyuser/status/1961413823262326808) 2025-08-29T13:01Z [---] followers, [---] engagements "@JGioJr5 @danielnewmanUV except to steal nvidias ip you also have to steal tsm asml micron/skhynix and a slew of others ip. not happening anytime soon" [X Link](https://x.com/joedab12/status/1961678068336017793) 2025-08-30T06:31Z [---] followers, [--] engagements "@MartyChargin @mirsblog their fiscal q4 had OCI revenue neck and neck with SaaS revenue. OCI will be significantly larger than SaaS during current fiscal year [----]. Oracle isnt nebius their data center footprint is already massive" [X Link](https://x.com/joedab12/status/1961760346584072638) 2025-08-30T11:58Z [---] followers, [--] engagements "$SMCI great risk:reward here. Blackwell ultra ramp is going better than expected and SMCI skipped shipping any gb200s to really nail the ultra systems. They also think their infrastructure/cooling biz will grow to 20-30% of total revenue. Watch out $VRT(still long)" [X Link](https://x.com/joedab12/status/1963250005541528004) 2025-09-03T14:37Z [---] followers, [---] engagements "@StealthQE4 sell it rent a room in a house for a few hundred a month. wait for next market crash and then deploy cash. until then daytrade w 50k to sharpen your skills. then its smart IMO" [X Link](https://x.com/joedab12/status/1964587879826678247) 2025-09-07T07:13Z [---] followers, [--] engagements "@DeepIceValue $MU still has room to run" [X Link](https://x.com/anyuser/status/1964633706494312694) 2025-09-07T10:15Z [---] followers, [--] engagements "anyone thinking the $ORCL move is overdone forgot the market is forward looking. $AVGO has doubled in value since they gave a [----] revenue predicitin/guide just a couple quarters ago. Oracle is building multiple 1gw+ datacenters to meet these numbers Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years." https://t.co/CJkwoFYQMT Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud" [X Link](https://x.com/joedab12/status/1965629365439606868) 2025-09-10T04:12Z [---] followers, [---] engagements "@Dr_Contango @Beth_Kindig cmon kid. deferred revenue is money already received for services not performed. Backlog is backlog no money received yet because its too far out in the future. Could cancellations happen Sure. Are they likely If you think so buy [----] puts. The dcs are being built for this $$" [X Link](https://x.com/joedab12/status/1965630008472605006) 2025-09-10T04:14Z [---] followers, [--] engagements "$CRWV will pull and $ORCL at some point the next few mos. A $50b market cap company spending $20b in capex this year is wild. On top of that 60% of the capex comes in q4 which turns into revenue q1-2 [----]. Great spot to add or get in here around 100-105 IMO" [X Link](https://x.com/anyuser/status/1965692997087146173) 2025-09-10T08:25Z [---] followers, [----] engagements "this is bullish af for $AMKR who got chips act funding to build a large advanced packaging plant in arizona near tsm. That plant comes online [----]. I will keep accumulating that one quietly fully expect amkr to get over $50-60 by the time the plant is fully ramped up Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as https://t.co/QCY1kSfNcL Quite an important signal from" [X Link](https://x.com/anyuser/status/1965719516908077313) 2025-09-10T10:10Z [---] followers, [---] engagements "$CRWV is the other answer I missed $NBIS If you feel like the $NBIS train has departed and youre too late here are a few things Id like you to know: [--] - Do not anchor to the prior stock price The $MSFT deal massively de-risked the stock. Theres now a clear path to sustained triple-digit revenue https://t.co/5BqSs0cOBh I missed $NBIS If you feel like the $NBIS train has departed and youre too late here are a few things Id like you to know: [--] - Do not anchor to the prior stock price The $MSFT deal massively de-risked the stock. Theres now a clear path to sustained triple-digit revenue" [X Link](https://x.com/joedab12/status/1966024244438904986) 2025-09-11T06:21Z [---] followers, [---] engagements "@Sandeman52 let those shares go and roll some $$ to $CRWV who will be having their shock & awe moment soon. 60% of their capex to be spend q4 see below. big revenue and guide coming" [X Link](https://x.com/joedab12/status/1966130262649221345) 2025-09-11T13:22Z [---] followers, [---] engagements "@moninvestor where do you get the 2.9gw number from is that mentioned on their earnings call or investor presentation I own orcl nbis crwv looking to diversify into iren possibly" [X Link](https://x.com/joedab12/status/1966130947335537129) 2025-09-11T13:25Z [---] followers, [---] engagements "$CRWV being slept on in the craziness with recent massive jumps from $ORCL and $NBIS. I own all [--] very large position in oracle medium in nbis and will be similar sized in crwv next few days. CRWV is spending $11b in capex in q4 highly underrated fact most retail dont realize" [X Link](https://x.com/anyuser/status/1966437821595459599) 2025-09-12T09:44Z [---] followers, [---] engagements "coreweave already doing $5b this year while nbis only will hit 80m per month this year. market caps of 55b(crwv) and $21b(nbis). NBIS signs 17b w msft which is huge but will be backloaded as capacity comes online maybe 5-6b year from msft at peak near the end of the deal" [X Link](https://x.com/joedab12/status/1966438544206938458) 2025-09-12T09:47Z [---] followers, [---] engagements "my largest concern w coreweave is their massive debt which much of is at sofr+4-9%. Their cost of funds is coming down as the fed cuts which is a huge benefit to their future cashflow" [X Link](https://x.com/joedab12/status/1966439174073897147) 2025-09-12T09:50Z [---] followers, [---] engagements "$BE really starting to look like PLTR now a monster move and no sign of slowing down w the recent surge in long term compute demand from oracle and others $BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b. $BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b" [X Link](https://x.com/anyuser/status/1966440138906460636) 2025-09-12T09:53Z [---] followers, [---] engagements "$CRWV big move coming next week. Loaded up more today thx for the cheapies" [X Link](https://x.com/joedab12/status/1966577137638404263) 2025-09-12T18:58Z [---] followers, [---] engagements "$MU most people invest in AI and have no clue about the significance memory has moving AI to the next level. Ive been trying to tell whoever will listen for a long time. Judging by the recent move up after some nonsensical downgrades in august the market finally has it figured out. Micron is still trading at about 13x fwd earnings(fiscal year just ended lets see how they guide for fy26). $NVDA $ORCL $AMD $AVGO $NBIS $CRWV" [X Link](https://x.com/anyuser/status/1967165499264893230) 2025-09-14T09:56Z [---] followers, [---] engagements "$ASAN Agentic AI still in its infancy. Asana is already generating 800m a year in revenue from a very sticky customer base. Their largest future growth driver is about to launch and the old ceo has been buying hand over fist. This is a great risk reward as blackwell ultra is beginning to ship to bring more attention to agents. Only $3b market cap lots of upside minimal downside w established biz already growing at 9-10% cagr. Management is confident in their ability to accelerate that growth with the new products" [X Link](https://x.com/joedab12/status/1967195047301956080) 2025-09-14T11:53Z [---] followers, [---] engagements "currently its a small piece of the puzzle but as ai moves more towards the edge nand becomes more critical. Micron has a big advantage over skhynix in nand. Edge AI will become more prominent in automotive/autonomous as well as manufacturing/industrial and robotics over the next few years. Micron will continue to thrive past the end of the decade. I do not think their biz will be nearly as cyclical as history suggests(obviously some cyclicality will always remain in cell phone upgrade cycles and laptop/pc etc)" [X Link](https://x.com/joedab12/status/1967456165698084910) 2025-09-15T05:11Z [---] followers, [--] engagements "@mahaoo_ASI @Beth_Kindig the need for constant forecast updating has to be tied to capital raises. The better the forecast the easier to raise capital at higher valuations. Expect an IPO next year at $1t ish. Then the oracle deal haters will get smacked w reality" [X Link](https://x.com/joedab12/status/1967457977696469362) 2025-09-15T05:18Z [---] followers, [--] engagements "@pbmech I agree theyre about to do nearly $3 eps in q4(fiscal year end was august). If they guide for $15-16 for fy26 a simple 15x pe gets them to your number:)" [X Link](https://x.com/joedab12/status/1967459635989979594) 2025-09-15T05:25Z [---] followers, [---] engagements "Connor what do you think of coreweave keeping $11b out of their $20b in capex this year for q4 Theres going to be a surge when more people figure out what this means. How many companies spend 40% of their market cap in capex this year $CRWV Has been a "laggard" as of late but this was one of the strongest stocks from April to June. If the AI/DC stocks continue to outperform I'd imagine this stock takes a trip back to its highs. Doesn't look done. https://t.co/nK5DSYH6Vq $CRWV Has been a "laggard" as of late but this was one of the strongest stocks from April to June. If the AI/DC stocks" [X Link](https://x.com/joedab12/status/1967540713819869634) 2025-09-15T10:47Z [---] followers, [--] engagements "$ORCL Oracle may or may not get a piece of tik tok of course its bullish if they do. But heres what you CAN expect $45b+more RPO to be announced. Safra said they are going to get over half a trilly currently at $455b in RPO. Simple math. PR for the largest data center on earth coming online 800mw with others over 1gw being planned and constructed. Higher margins than competition. See below for why" [X Link](https://x.com/joedab12/status/1967639686647631935) 2025-09-15T17:20Z [---] followers, [---] engagements "@babyfolio yeah revenue is increasing fast with year ending at 80-90m per monthgoing to 5b in [----] still seems much of a stretch where did you come up with that number" [X Link](https://x.com/joedab12/status/1967805348703793157) 2025-09-16T04:18Z [---] followers, [---] engagements "msft deal wont be evenly spread out over [--] years not even close. Unless all the capacity is online on 12/31 but judging by the capital raising its not. Id be surprised if they got even 1.5-2b from microsoft the first year dont take that as a bad thing. Its gonna snowball. I am BULLISH but with all due respect i think most nbis bulls on X are a little out of touch w reality to be frank" [X Link](https://x.com/joedab12/status/1967811329277718983) 2025-09-16T04:42Z [---] followers, [---] engagements "$ASAN insider buy is RELATIVELY way larger than elons tesla buy. Bullish ASAN see previous post I made on specifically why the CEO is on his way out just adds conviction. In november calls and shares Largest CEO Insider Stock Purchases Ever: [--]. Elon Musk (TSLA) $1B [--]. Dustin Moskowitz (ASAN) $339.9M [--]. Brian Liu (CGON) $49.9M [--]. Kelcy Warren (ET) $36M Elon is on another level. https://t.co/qXFozFPJdL Largest CEO Insider Stock Purchases Ever: [--]. Elon Musk (TSLA) $1B [--]. Dustin Moskowitz (ASAN) $339.9M [--]. Brian Liu (CGON) $49.9M [--]. Kelcy Warren (ET) $36M Elon is on another level." [X Link](https://x.com/joedab12/status/1967830583972950207) 2025-09-16T05:59Z [---] followers, [---] engagements "$BE Sold 33% of bloom energy today. Unreal move in [--] mos probably getting ahead of itself here. Would love to rebuy those shares and more in low 50s" [X Link](https://x.com/joedab12/status/1968017657942385125) 2025-09-16T18:22Z [---] followers, [---] engagements "$ORCL big shakeup at Oracle today. Safra replaced w co CEOs who have been running OCI and applications. Oracle putting extreme focus on OCI and leveraging the worlds best data for customer specific AI. https://finance.yahoo.com/news/oracle-appoints-insiders-clay-magouyrk-121559145.html https://finance.yahoo.com/news/oracle-appoints-insiders-clay-magouyrk-121559145.html" [X Link](https://x.com/joedab12/status/1970113133751799912) 2025-09-22T13:09Z [---] followers, [--] engagements "$ATOM showing life possibly the most under the radar semi gem. Patent activity tying them to samsung intel skhynix micron. A deal to go to production with stmicro for 300mm smart power in Agrate already signed. Market didnt like the delay into [----] but seems to have found some whales attention today" [X Link](https://x.com/anyuser/status/1970174212594901188) 2025-09-22T17:11Z [---] followers, [---] engagements "$MU earnings today this is their fiscal year end call. After they raised guidance for q4 in mid august the stock has rallied sharply. We have heard about higher dram and nand prices recently (NAND is 23% of MU revenue) we all know HBM is sold out for all of calendar [--] and [--]. The chart looks like it has to run out of steam soon BUT if they guide for $13-14+ eps for the new fiscal year and this trades at 15x fwd PE it can get to 195-210 per share quickly. Historically Micron trades at a fwd PE between [--] and [--] due to cyclicality of the biz but AI is quickly changing the cyclicality narrative." [X Link](https://x.com/joedab12/status/1970505489491599471) 2025-09-23T15:08Z [---] followers, [---] engagements "@OmerCheeema is AI cyclical if so we are still early cycle. Do you believe hbm is a $100b tam in [----] Do you think micron made that up Do you think they will maintain the same share as they have in dram in hbm If they do they will grow hbm from $5b to $21-23b by 2030" [X Link](https://x.com/anyuser/status/1970836309481791664) 2025-09-24T13:02Z [---] followers, [--] engagements "$ET $ORCL $NVDA $MU $CRWV $NBIS I am cross posting my favorite AI names here to inform folks about Energy Transfer- ***note this is an MLP that pays a 7.5% distribution you will receive a k-1 that very slightly complicates your tax returns if you buy*** However this is a great risk to reward ratio while it's at the bottom of its trading range in low 17s just as project stargate details start to get announced. ET has a huge moat in moving natural gas in the southwest specifically they have assets all across Texas exactly where stargate data centers will be built. This is not going to run 100%" [X Link](https://x.com/anyuser/status/1970861317390254354) 2025-09-24T14:42Z [---] followers, [---] engagements "@rwang07 having questions about hbm4 is not a bad thing. Its clear they wont leapfrog skh and its also clear they will sell a lot of hbm4. If micron wasnt going to be able to get there nvidia would be tanking common sense. Skh alone cant supply enough for rubin next year" [X Link](https://x.com/joedab12/status/1970917112475791854) 2025-09-24T18:23Z [---] followers, [--] engagements "$ORCL $NVDA ellison gets tik tok for 14b. china gets access to nvidia gear. white house gets 15% from nvidia. in a year or two oracle spins off tiktok as an ipo for 1t+ to fund their data center buildout on the backs of retail investors. oracle stock gets to $2t market cap by [----]. bullish" [X Link](https://x.com/anyuser/status/1971398454913138966) 2025-09-26T02:16Z [---] followers, [---] engagements "$BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to 40%. BofA has a [----] ebitda at $250m while consensus is at $607m. The just did $41m ebitda in q2 [----] and are growing fast no way they only get to BofAs $250m number in [----] they are doubling capacity in [----]. Bullshit report. Dont be shocked if nvidia invests in bloom to increase their capacity further. It would go a" [X Link](https://x.com/joedab12/status/1971422181885452507) 2025-09-26T03:50Z [---] followers, [---] engagements "$ORCL if you're a trader looking for a gap fill I understand why ORCL is considered risky here. But if you're a long term AI investor and have zero ORCL exposure and aren't buying SOME here I think thats absolutely foolish. They just got a piece of Tik Tok at a 14b valuation think about that. They also have 45b in deals being finalized that will be announced soon and you wanna wait for a gap that might get filled This is a $400 stock next year with or without you. Pay attention to the wording in the quote below she is implying 45b new RPO to be announced soon with different customers(not just" [X Link](https://x.com/joedab12/status/1971613495893565667) 2025-09-26T16:31Z [---] followers, [---] engagements "This guy gets it exactly why I sold $OKLO and loaded $BE-you should too. See my previous writeup on BE and how BofA is trying to shake retail out with blatant lies Oklo's extraordinary 20+ billion valuation is presumable based upon the premise that it will meet its goals of deploying its 1st Aurora powerhouse by late [----] & rapidly scale its fleet to meet its 14000MW of non-binding master power agreements and letters of intent. That's [---] https://t.co/Zpo4D1KIiz Oklo's extraordinary 20+ billion valuation is presumable based upon the premise that it will meet its goals of deploying its 1st" [X Link](https://x.com/joedab12/status/1971614747637477575) 2025-09-26T16:36Z [---] followers, [---] engagements "$BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to https://t.co/i5mGSMJIOi $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at 64" [X Link](https://x.com/anyuser/status/1972663934000713868) 2025-09-29T14:05Z [---] followers, [----] engagements "@_HalalTrader_ how does EQT look to you That is another natural gas play with a lot of AI upside and amazing cashflow growth" [X Link](https://x.com/joedab12/status/1972743592222580744) 2025-09-29T19:21Z [---] followers, [--] engagements "$ATOM finally starting to move off the lows keep this one on watch for explosive moves a la [----] and end of [----] as soon as deal is signed. They are currently running wafers with [--] very large customers(started in February) and should have final test results around thanksgiving. If the actual wafer test data matches or exceeds the TCAD results they have been getting-this will be an easy 5-10 bagger in short order. (TCAD simulations being done using $SNPS sentaurus software that started implementing ATOM tech in [----] to allow customers to test quickly/efficiently). Holding decent size position" [X Link](https://x.com/anyuser/status/1973048932457746447) 2025-09-30T15:34Z [---] followers, [---] engagements "$BE have a feeling Jensen is investing in BE to speed up the buildout of data centers. BE can only make 1GW of fuel cells this year and 2GW by end of [----]. Maybe Jensen throwing 500m at it can get that number to 4GW next year and 6-8GW by [----]. I grabbed more near the lows today insane intraday move. Something big is brewing $ORCL $CRWV $NBIS $NVDA $MU $BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. $BE paying attention to details in analyst reports and earnings calls can make" [X Link](https://x.com/joedab12/status/1973098980495204576) 2025-09-30T18:53Z [---] followers, [--] engagements "they have tons of debt and arent afraid of taking on more. Their cost of funds on most recent debt is significantly lower than previous debt. Some of their debt is at 14% or soft+9% newer debt is at soft+4%. Sofr will come down as fed cuts more so they will save tons in interest. Last q they paid $267m just in interest payments" [X Link](https://x.com/joedab12/status/1973211682102190186) 2025-10-01T02:21Z [---] followers, [--] engagements "$MU so many wannabe semi gurus thinking they know more than Micron management. HBM4 will be a winner-did you really think NVDA would be at all time highs if there isn't enough HBM4 supply available at Rubin launch So short sighted now Nand prices sky rocket and MU headed towards [---] while you guys waited for [---] again" [X Link](https://x.com/joedab12/status/1973408713718505881) 2025-10-01T15:24Z [---] followers, [---] engagements "$CRWV $ORCL $NBIS sold 2/3 of CRWV still holding 1k long term. That was a nice swing trade from entry below [---] and [---] overall average. Do think CRWV gets to [---] within a few months but I have a lot of ORCL and want to be able to withstand the volatility. A lot of my ORCL is below $130 and have recently doubled down I believe they will be flexing the advantage of the most valuable database in the world at AI day in a couple weeks and this is why they will be able to command higher margins than CRWV or NBIS. Not to mention already a profitable biz with the ability to raise money at much lower" [X Link](https://x.com/joedab12/status/1973444349276070067) 2025-10-01T17:46Z [---] followers, [---] engagements "its funny to me how everyone is just ignoring oracle on this pullback after the massive move up. Their scale and data advantage will be flexed big time in a couple weeks. Theres commoditized compute and specialty compute one will be worth more than the others. I am bullish ORCL CRWV NBIS IREN CIFR for the record" [X Link](https://x.com/joedab12/status/1974583626051576317) 2025-10-04T21:13Z [---] followers, [---] engagements "@sigmazerocap Bank of America is gonna look stupid on their BE take soon" [X Link](https://x.com/joedab12/status/1975247554968494395) 2025-10-06T17:11Z [---] followers, [--] engagements "$BMNR been accumulating this one the last few weeks after selling the pop mid august. Hard to bet against ETH and Tom Lee anyone buying $SBET over $BMNR I think will look back and say "shoulda known better." Longer gov shutdown=more alpha for ETH and BMNR by proxy. A [--] week shutdown sees BMNR over $70 IMO $BMNR just breaking down the price action on the 4H chart. 👀📈 A perfectly normal 6% minor correction earlier today which saw the stock back test the breakout zone from yesterday. So far the bulls have protected the level and a close above $60 today would be a great sign" [X Link](https://x.com/joedab12/status/1975631890536407131) 2025-10-07T18:38Z [---] followers, [----] engagements "@_HalalTrader_ they're heading that direction. This slide from their investor presentation tells you how they really feel. Bullish but no position yet" [X Link](https://x.com/joedab12/status/1976466312831668300) 2025-10-10T01:54Z [---] followers, [--] engagements "$ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in customized AI solutions for enterprises using proprietary data thats already on OCI this is huge IMO. App development progress using code assist-this will really get their opex down in the coming years Huge call buying came in this week. This company has a huge advantage that still isn't being priced in. I see new highs in" [X Link](https://x.com/anyuser/status/1976469970268848607) 2025-10-10T02:08Z [---] followers, [----] engagements "$BE monster move today. I was pounding the table telling folks BofA was manipulating this stock. I bet they loaded calls on all the dips they created w their nonsensical and dishonest reports. Hope someone made money with me on this https://finance.yahoo.com/news/brookfield-bloom-energy-announce-5-113000060.html $BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. https://finance.yahoo.com/news/brookfield-bloom-energy-announce-5-113000060.html $BE paying attention to details in" [X Link](https://x.com/anyuser/status/1977712880838418904) 2025-10-13T12:27Z [---] followers, [---] engagements "$ORCL now $510 calls are being bought someone knows something. The data ORCL has is what will give them an edge over other players. Not that mid/small caps like $NBIS $CRWV $CIFR $IREN $APLD (I own ALL of them but Oracle is the largest position by far)can't have more upside of course they can they're small caps. Oracle is going to be one of the largest companies on earth and will surpass $AVGO market cap by [----] $ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline" [X Link](https://x.com/joedab12/status/1977789384100598078) 2025-10-13T17:31Z [---] followers, [----] engagements "JDA [--] was called a "major foundry." Only a handful of companies qualify candidates IMHO are: TSM GFS UMC Samsung Intel(kinda but they have zero foundry biz currently) I'd say the most likely are UMC/Samsung/GFS I'd bet $50k its one of those [--] and if you put a gun to my head to pick one I'd say samsung" [X Link](https://x.com/joedab12/status/1978166714618855655) 2025-10-14T18:31Z [---] followers, [---] engagements "$ISRG great spot for a long starter here after listening to Larry Ellison talk about how he believes surgeries will be done with robots as much as possible yesterday. Also an nvidia partner https://blogs.nvidia.com/blog/orbit-surgical-robotics-research-icra/ https://blogs.nvidia.com/blog/orbit-surgical-robotics-research-icra/" [X Link](https://x.com/joedab12/status/1978534101360509322) 2025-10-15T18:51Z [---] followers, [---] engagements "$NVDA $FXI $AMD $GDS @fundstrat china tech and nvda gonna fly soon" [X Link](https://x.com/joedab12/status/1978597504850469271) 2025-10-15T23:03Z [---] followers, [---] engagements "$ORCL bye bye sub [---] it was fun. 1k shares long and strong. THE best AI infra play. And yes I own $NBIS and $CRWV but they will be commoditized while $ORCL will be the most specialized and valuable because of their DATA MOAT $ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in https://t.co/Gptxxt4TeB $ORCL last chance to buy under $300 may very well be friday. Oracle has a" [X Link](https://x.com/anyuser/status/1978871069990883676) 2025-10-16T17:10Z [---] followers, [----] engagements "@ALLinCLEVELAND my guess would be either soitec and atomeras fabless rf licensee simultaneously OR a direct competitor of stmicro such as ON Semi Infineon or Texas Instruments $ON $IFNNY $TXN" [X Link](https://x.com/anyuser/status/1860765490710511712) 2024-11-24T19:20Z [---] followers, [---] engagements "$VRT what happens when management finally gets their wish and Vertiv gets into the S&P500 like they deserve All criteria is met and they are critical for the ai buildout. Guessing the price goes way up. Why wait and chase In at [--] after selling at [---] to buy $ORCL at $120" [X Link](https://x.com/anyuser/status/1894605470910005548) 2025-02-26T04:28Z [---] followers, [---] engagements "@zoomyzoomm @AB1001_disciple the graph is wrong" [X Link](https://x.com/joedab12/status/1964984965982237149) 2025-09-08T09:31Z [---] followers, [--] engagements "@Sandeman52 40% cagr from 100m base in [----] gets you to 537m in [----] not 1.5-2b" [X Link](https://x.com/joedab12/status/1967068178028302454) 2025-09-14T03:29Z [---] followers, [---] engagements "$MU always good to remember who posts fake news and who can be trusted 🙄 https://t.co/asKVtRsJ7a 🙄 https://t.co/asKVtRsJ7a" [X Link](https://x.com/anyuser/status/1970605223023648989) 2025-09-23T21:44Z [---] followers, [----] engagements "$EQT monster move and should continue higher in coming months. All pullbacks are buying apps-not many natural gas companies can claim to be on a path towards being DEBT FREE and increasing free cashflow at such a rapid rate. This is an amazing feat with plenty of data center upside. more to come on this one [----] shares so far and adding pullbacks would love to see below [--] but probability of that is under 25% IMO" [X Link](https://x.com/anyuser/status/1973446607233503354) 2025-10-01T17:55Z [---] followers, [---] engagements "i can dig up specific screenshots later its all from patent activity. Atomera has ndas not allowing them to name the engagements. STMicro is nearest to production and they are allowed to use their name. Soitec also had a joint PR with Atomera last year soitec makes soi wafers as well as GaN and SiC. Standby for more when I have time" [X Link](https://x.com/joedab12/status/1973492580081082530) 2025-10-01T20:57Z [---] followers, [---] engagements "$CRWV @Beth_Kindig is realizing what I've been pounding the table about for a while. While I did trim a lot of CRWV on the run from [---] to [---] she is absolutely right that this q4 capex and the fact that only 25% of contracted power is active will lead to massive growth for CRWV. From Beth's most recent writeup on CRWV.still holding 1k shares and ready to swing a lot more on a pullback $CRWV will pull and $ORCL at some point the next few mos. A $50b market cap company spending $20b in capex this year is wild. On top of that 60% of the capex comes in q4 which turns into revenue q1-2 2026." [X Link](https://x.com/anyuser/status/1973779680819085464) 2025-10-02T15:58Z [---] followers, [----] engagements "$ASAN when the founder and CEO of the company who is retiring/moving to BoD position is adding to his massive position right before a new agentic ai product launches and the stock dips on no news you buy that shit hand over fist" [X Link](https://x.com/anyuser/status/1976393889352384907) 2025-10-09T21:06Z [---] followers, [---] engagements "$NVDA $MU $ORCL $ATOM $BE damn it feels good to be 30%+ in cash after a crazy runup from April. I do not feel bad for people using 100x leverage on crypto shitcoins ore even blue chip coins like ETH or BTC which I am bullish on. 100x is degeneracy and entitlement. The world needs less entitlement in general(im not saying I wish death on them I'm saying I'm glad the ones that dont commit suicide get a reality check)" [X Link](https://x.com/anyuser/status/1977089494085255671) 2025-10-11T19:10Z [---] followers, [---] engagements "Vix9D up more than VIX yesterday. If this continues to be the case mon/tues I would expect the bottom to be put in in short order(say 2-3 more days where vix9d is up more than vix or when its down less than vix). When Vix9D outperformed VIX on April 8th we bottomed the next day. This is just one data point to consider as you mull over your strategy for the coming days. Nothing is certain" [X Link](https://x.com/joedab12/status/1977103214219804770) 2025-10-11T20:05Z [---] followers, [---] engagements "$NB gift of a dip here I am stacked with 15k shares first entry below [--] added a lot more friday and today. Offering announced below [--] pumped to [--] and sold off slightly. This thing has a lot of upside and is critical with niobium mines in Brazil. My friend sent me this tidbit" [X Link](https://x.com/anyuser/status/1977778331992064496) 2025-10-13T16:47Z [---] followers, [----] engagements "$ATOM not to mention the testing with [--] HUGE customers that started in February and should be complete by Nov/Dec.big upside if test results go well nothing guaranteed but great risk:reward ratio IMO. Medium size position for me. $ATOM back over its EMA200 https://t.co/ozthRf2F2t $ATOM back over its EMA200 https://t.co/ozthRf2F2t" [X Link](https://x.com/anyuser/status/1978158866207592823) 2025-10-14T18:00Z [---] followers, [----] engagements "if this wafer run with their fabless rf licensee goes well- good chance we hear something in the early part of [----] or sooner. This is one of the test runs that started around february. Soitec and/or the foundry licensee would likely be involved(ceo has connected foundry licensee and fabless rf previously)" [X Link](https://x.com/joedab12/status/1978169928353235268) 2025-10-14T18:43Z [---] followers, [---] engagements "$ORCL below [---] looks ugly but buyers here will be rewarded soon. Holding a lot of shares below [---] and a bunch above [---] that I am not sweating. The information rehashing the same old BS news that ORCL already squashed last week. If you own none this is a gift. Im not adding as my position is large-but not worried" [X Link](https://x.com/anyuser/status/1980303725538476208) 2025-10-20T16:02Z [---] followers, [----] engagements "$CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but dont think its going to happen so I'm selling covered calls to get my cost down from [---] to [---] before earnings. If I get called away so be it" [X Link](https://x.com/anyuser/status/1980304039847055857) 2025-10-20T16:04Z [---] followers, [----] engagements "$RMBS earnings next week with $MU making new highs I expect $RMBS to continue to climb over the next few months with a move over $200 in [----] once DDR6 is ramping. Im in with 1k at [--] and will keep nibbling up to [----] shares total after taking BIG profits on MU but still holding 1k shares there" [X Link](https://x.com/joedab12/status/1980304279664816529) 2025-10-20T16:05Z [---] followers, [---] engagements "@PeterMax80 can't go wrong taking profit. I have [---] shares below [---] and [----] more newer ones im down 20k on currently. Not sweating it.yet may hold and sell calls against the new ones" [X Link](https://x.com/joedab12/status/1980305062409928880) 2025-10-20T16:08Z [---] followers, [---] engagements "$VICR love how under the radar this one is. The founder/CEO owns over 70% of the company and they have been winning patent infringement cases against the big boys and could be getting back into the nvda ecosystem with Rubin next year. This probably has a floor of $40 and a ceiling of $150+ the next [--] years. Great risk:reward. I was in and out of it a few times but this close to Rubin I am now back in LONG and strong. Earnings tomorrow and I have some calls I'd sell on a pump but they're gonna have to pry these shares out of my hands" [X Link](https://x.com/joedab12/status/1980322544105451620) 2025-10-20T17:17Z [---] followers, [----] engagements "@ecommerceshares bullish ORCL" [X Link](https://x.com/joedab12/status/1980326994316583212) 2025-10-20T17:35Z [---] followers, [---] engagements "$NB CEO talking of upcoming big catalysts including partnership with prime defense contractor. Watch from [--] minute mark-this can easily go to [--] once these catalysts are announced. Big position at [----] average for me. https://schwabnetwork.com/video/niocorp-nb-ceo-on-beginning-rare-earth-mining-in-nebraska https://schwabnetwork.com/video/niocorp-nb-ceo-on-beginning-rare-earth-mining-in-nebraska" [X Link](https://x.com/anyuser/status/1980328226980524146) 2025-10-20T17:40Z [---] followers, [----] engagements "$BE still not done. https://x.com/Beth_Kindig/status/1980317669103661394 $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to https://t.co/i5mGSMJIOi https://x.com/Beth_Kindig/status/1980317669103661394 $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of" [X Link](https://x.com/joedab12/status/1980330462460670070) 2025-10-20T17:49Z [---] followers, [---] engagements "$VICR with earnings tomorrow and this PR today-they may have some more big things to announce on the call. Probably will add a little more if in high 50s tomorrow before the call. $VICR love how under the radar this one is. The founder/CEO owns over 70% of the company and they have been winning patent infringement cases against the big boys and could be getting back into the nvda ecosystem with Rubin next year. This probably has a floor of $40 and a $VICR love how under the radar this one is. The founder/CEO owns over 70% of the company and they have been winning patent infringement cases" [X Link](https://x.com/joedab12/status/1980425808138359178) 2025-10-21T00:08Z [---] followers, [----] engagements "$VICR big move already but this thing can go a lot higher with just a few of the right words spoken on the call tonight. $VICR with earnings tomorrow and this PR today-they may have some more big things to announce on the call. Probably will add a little more if in high 50s tomorrow before the call. https://t.co/I3lfqHMXfO $VICR with earnings tomorrow and this PR today-they may have some more big things to announce on the call. Probably will add a little more if in high 50s tomorrow before the call. https://t.co/I3lfqHMXfO" [X Link](https://x.com/joedab12/status/1980630718096220358) 2025-10-21T13:42Z [---] followers, [---] engagements "$POET huge call sweeps on this one a couple weeks ago into [----] and [----]. After pumping to 9s and pulling back I'm entering here and will build a medium size position over the next few months. These guys are near their "zero to one" moment and will be shipping close to $100m+ annually in their photonics gear in the future. I'm not pounding the table on this one but I like the risk:reward and would add a lot in the 5s-6s on a market pullback. Just putting it out there now" [X Link](https://x.com/anyuser/status/1980658186966429947) 2025-10-21T15:31Z [---] followers, [----] engagements "@ecommerceshares he missed out on even greater percentage gain(not total dollar I dont believe) flipping in and out of TSM for a quick profit" [X Link](https://x.com/anyuser/status/1980658400641114128) 2025-10-21T15:32Z [---] followers, [--] engagements "$VICR 90m in licensing/royalty annual run rate currently and line of sight to double that in next [--] years. Current market cap after this move is around 3.5b. Thats a fair valuation for JUST the royalty/licensing revenue stream without factoring in the potential to double it. The chip biz is free. I wont be selling any shares under 120" [X Link](https://x.com/anyuser/status/1980820911550001412) 2025-10-22T02:18Z [---] followers, [----] engagements "@Sandeman52 whole sector hammered. CRWV ORCL CIFR IREN all of em. Meh. It's early in AI im a big buyer at 90-93. I was bullish at [--] not so much above 110" [X Link](https://x.com/joedab12/status/1981033595667157260) 2025-10-22T16:23Z [---] followers, [---] engagements "Exactly why this $BE dip will prove to be a gift. $OKLO Cramer "If you listen to GEV GE Vernova you will find this type of tech is actually pie in the sky" $OKLO Cramer "If you listen to GEV GE Vernova you will find this type of tech is actually pie in the sky"" [X Link](https://x.com/anyuser/status/1981044198318231863) 2025-10-22T17:05Z [---] followers, [----] engagements "@SchmagoogalBZC theres [--] weeks until that expiration dont "expect" next week but I'm bullish in general thinking odds are we get a good CPI tomorrow and a rate cut next wednesday" [X Link](https://x.com/joedab12/status/1981377484827611143) 2025-10-23T15:09Z [---] followers, [--] engagements "$SMCI dip is a gift. People panic selling on headline of fiscal q1 revenue being reduced by $1b+ but the annual revenue hasn't changed. Just customer pushing back some orders to q2. I took advantage and doubled down here under [--] on the position I had just re-started at [--] after selling out at $58 a couple weeks ago. $NVDA $MU $TSM" [X Link](https://x.com/anyuser/status/1981434131205804365) 2025-10-23T18:54Z [---] followers, [----] engagements "$NVDA $MU $TSM $ORCL $RMBS $BE $VICR $SMCI Paying $200/month for premium research like @fundstrat FS Insight isnt an expense its leverage. One strong data-backed call can pay for years of membership(or decades). Quality insights save me time filters through the noise and builds conviction. Invest in information that compounds. Looking forward to this event" [X Link](https://x.com/anyuser/status/1981511544602317153) 2025-10-24T00:02Z [---] followers, 12K engagements "$RMBS dip giving longs a chance to load sub [---] yet again. They are gaining market share in DDR5 from low 40s percentage last year to likely near or above 50% meanwhile their IP will be used in HBM4 and they're stacking inventory in q4 to be able to fulfill larger than usual q1 [--] demand. This is a stock to build a position in the next few weeks. I am long over 2k shares after grabbing more in the 96s here. CXL IP also has a long ramp despite the licensing revenue being flat from q3 to q4. This will be another boost next year" [X Link](https://x.com/anyuser/status/1982954584151863743) 2025-10-27T23:36Z [---] followers, [----] engagements "@dylan522p @Jukanlosreve Jukan is the semiconductor tabloid everyone knows that" [X Link](https://x.com/anyuser/status/1983508741421982057) 2025-10-29T12:18Z [---] followers, [----] engagements "@BaysideGrowth @Jukanlosreve this lines up with what micron management said they said hbm4 will be weighted towards 2nd half of [----]. Nothing new here just being spun as if its worse than we already know by Korean media and the semiconductor tabloid page of twitter/x" [X Link](https://x.com/joedab12/status/1983633098580611159) 2025-10-29T20:32Z [---] followers, [--] engagements "all out of $CRWV yet again and into $IREN below [--]. The bitcoin miners with power ready to go are still undervalued I think the other guys are fairly valued. Wouldn't be shocked if CRWV explodes to [---] after earnings but too risky for my blood at this stage in the game. Would love to re-enter sub 126ish again $CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but dont think its going to happen so I'm selling covered calls to get my cost down from [---] to [---] before earnings. If I get called away so be it. $CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but" [X Link](https://x.com/anyuser/status/1983652211050868953) 2025-10-29T21:48Z [---] followers, [----] engagements "$NVDA $MU $RMBS $AMD $BE $ORCL $IREN $NBIS $CRWV hard to be bearish AI when you see capex trends like this. Here's what we got today: Google-last quarter they said they'd hit $85b capex by the end of [------] months later (today) they increased that number to 91-93b-that is a huge jump for the 2nd half of [----] Meta- Capex this year will now be between $70 billion and $72 billion compared to prior guidance of $66 billion to $72 billion(3 months ago).AND they said it would accelerate into 2026.it was 39.2b in [----] they're saying 70b on the low end in [----] thats 75% growth.that means you can bank" [X Link](https://x.com/anyuser/status/1983700292492492980) 2025-10-30T00:59Z [---] followers, [---] engagements "@zephyr_z9 Micron shareholders taking a huge W. Jukan is just a tabloid. Korean media LOL I'll trust Micron management yes they're behind-HBM4 will ramp towards the 2nd half of 2026- oh well dram prices through the roof" [X Link](https://x.com/joedab12/status/1983762326097686832) 2025-10-30T05:06Z [---] followers, [--] engagements "what about it this post has nothing to do with them. I still own a medium size spec position. They confirmed they're working with tsm/intel/samsung and either skhynix or micron-running wafers with all the GAA players and 2/3 memory players. It's a lotto ticket that has high payoff if they sign a deal with any. CEO said he expect test results early next year" [X Link](https://x.com/joedab12/status/1983907057108709837) 2025-10-30T14:41Z [---] followers, [--] engagements "$EOSE $4b market cap negotiating first deal with a hyperscaler back in July. Have done $25.7m revenue the first [--] quarters but re-affirmed their 150-190m range for the year.that means 125-165m remaining for the 3rd and 4th quarter. Analysts are doubting these numbers as I'm seeing estimates of 39.5m+80.6m for the remaining [--] quarters. If they get even into the middle of their 150-190m guidance this stock will run hard. Good chance they have line of sight to narrow that full year range to a tighter number like 165-195m or something-wouldn't shock me at all. I am long into earnings with room to" [X Link](https://x.com/anyuser/status/1984051000282640866) 2025-10-31T00:13Z [---] followers, [---] engagements "if you look at my BE dd youll see a big reason its gone up so much is its the best solution for time to power. Power isnt the issue we can make almost infinite its time to power that is the issue. IREN has lots of precious power already secured and coming online next year and the year after. Has 3x upside by [----] just based on todays neocloud valuations and power ramp" [X Link](https://x.com/joedab12/status/1985137183293100341) 2025-11-03T00:09Z [---] followers, [--] engagements "I think they'll get there eventually but there are others who get there first to be "next" like ORCL or JPM. I have been bullish MU for a long time the thing to be concerned with that will always give them a lower PE than someone like nvda or even AMD is they spend about 30% of REVENUE on capex. Always retooling for the next node. Same reason TSM has a lower PE than NVDA but TSM is less commoditized. Bullish nonetheless" [X Link](https://x.com/joedab12/status/1985377362511556767) 2025-11-03T16:03Z [---] followers, [--] engagements "@DividendTalks analysts were estimating 6.20-6.70 eps and 269-290b revenue for nvda for fy27 a few mos ago. Those numbers were clearly off based on what we heard recently from jensen" [X Link](https://x.com/joedab12/status/1985530576603058552) 2025-11-04T02:12Z [---] followers, [----] engagements "$NVDA $MU $TSM $CRDO $ALAB A FEW MOS AGO Analysts were estimating NVDA FY [----] eps to be 6.20-6.70 eps and revenue to be 265-290b. Even at $210 per share using the lowest of the OLD estimates it was trading at 33x fwd earnings. Those numbers will clearly get revised over 300-310b in revenue and probably close to $7 eps if not [----]. CISCO traded at 200x fwd earnings before the dot com crash. That would put NVDA somewhere between 1200-1400 I'd agree we're in a bubble if NVDA got there next year LOL" [X Link](https://x.com/joedab12/status/1985765261140771214) 2025-11-04T17:45Z [---] followers, [---] engagements "$EOSE long going into earnings which are thursday MORNING. Looking to hear about capacity expansion and more details on the timing of the remainder of the deal they just announced the first phase of yesterday(5% of the total was announced). $18b in the pipeline and guiding for 150-190m for the full year after only doing 25m the first half of the year. This is going to catch a lot of new eyes when they see the QoQ growth and hopefully management reiterate or tighten the range of the guidance to the higher end for the full year" [X Link](https://x.com/joedab12/status/1985773221095063791) 2025-11-04T18:16Z [---] followers, [---] engagements "$NVDA $AMD $MU $TSM $CRDO Did Bessent just hint at Rubin going to china next year "Scott Bessent told CNBC that the US might eventually permit sales of advanced Nvidia chips to China AS TECHNOLOGY EVOLVES." Well the evolution of blackwell is Rubin. They said no blackwell which is almost "old." Anyway. You think Jensen is spending all that time with Trump to get zero revenue in china outta Rubin I dont. US RULES OUT BLACKWELL CHIP SALES TO CHINA White House Press Secretary Karoline Leavitt said Tuesday that the US is not interested in selling Nvidias Blackwell chip to China at this time. She" [X Link](https://x.com/joedab12/status/1985810174540726775) 2025-11-04T20:43Z [---] followers, [---] engagements "$NVDA $MU $AMD $ORCL $CRDO $EOSE $BE Mark Newtons call may prove to be true tomorrow" [X Link](https://x.com/joedab12/status/1985825663149097324) 2025-11-04T21:45Z [---] followers, [---] engagements "@srvc76 low end of range is not bullish. lol I am long but I derisked a few shares in 14.80s on this report to rebuy lower. If not oh well" [X Link](https://x.com/joedab12/status/1986188102575288432) 2025-11-05T21:45Z [---] followers, [--] engagements "@Jukanlosreve Giuni Lee is my hero his bullshit report claiming hbm price would fall was amazing haha. Got me [----] more cheap shares of $MU before it exploded. Why is he not on your korean analyst list" [X Link](https://x.com/anyuser/status/1986310156884558094) 2025-11-06T05:50Z [---] followers, [---] engagements "@_HalalTrader_ @SemiAnalysis_ lots of deals will be announced in the next [--] days. $11-14b capex guide given for q4. Thats all you need to know to figure out there are big deals being ironed out. What was NBIS or IREN capex for q4 LOL. CRWV is a neocloud spending hyperscaler money in q4" [X Link](https://x.com/joedab12/status/1986543588260651478) 2025-11-06T21:17Z [---] followers, [---] engagements "$BE and $EOSE both showing strength in a bloodbath. I closed all my covered calls on BE for a few k profit and added another couple hundred shares at 125s. Selling puts on EOSE looks like a good idea here too" [X Link](https://x.com/joedab12/status/1986813588036846010) 2025-11-07T15:10Z [---] followers, [---] engagements "$VICR a great bet here as they are on a path to $180m annual run rate in royalties(confirmed by CEO to double royalties in next couple years from current $90m). Only $4b market cap which is 100% justified by JUST those royalties. And they have a leading 48v PDU technology that will likely eventually get adopted by some ASIC players and possibly even NVDA in fineman architecture once VICR proves to be successful. They already have a deal in place with Cerebras who is still small but will help prove this out for VICR. I added a lot below [--] friday and will continue to load whether we go up or" [X Link](https://x.com/anyuser/status/1987603803013861429) 2025-11-09T19:30Z [---] followers, [---] engagements "$EOSE this is really starting to look like $BE did a few months ago before they signed their first hyperscaler deal with $ORCL that setup a 500%+ move. I was long BE and still am but now with much less size. A lot of the money from BE proceeds has moved to EOSE and they are now getting their manufacturing dialed in while also negotiating with multiple hyperscalers. Both BE and EOSE are aiming for 2GWh capacity in [----]. BE market cap is now 32b while EOSE is 5.25b. Am I saying EOSE can get to 32b market cap next year Not necessarily but I like the risk:reward a lot and $10-15b should be EASILY" [X Link](https://x.com/anyuser/status/1987613910795780562) 2025-11-09T20:10Z [---] followers, 44.1K engagements "@_HalalTrader_ a cornerstone of us semiconductor manufacturing thats already profitable and got chips act funding for the advanced packaging fab that was big enough for $TSM to sign an MOU. Very bullish" [X Link](https://x.com/joedab12/status/1987636555872391271) 2025-11-09T21:40Z [---] followers, [--] engagements "$MU now trading at 15-16x fwd EPS maybe lower with price hikes. However cashflow will ALWAYS be a concern for a company spending over 30% of REVENUE on CAPEX. I have reduced A LOT of my position from the 80s today. I am still bullish MU but raising cash for other opportunities. Dips in $RMBS $VICR $EOSE $EQT will be bought. Possibly $MRVL and a few others too. This was my biggest win of the year so far [----] shares from sub [--] now down to only [---] shares. A lot of that in my IRA tax free" [X Link](https://x.com/anyuser/status/1987970049047728563) 2025-11-10T19:46Z [---] followers, [---] engagements "$CRWV dangerous stock but has $160-180 potential next few months if the q4 capex of $11-12b leads to 35-40b in new deal announcements by year end like I think it will" [X Link](https://x.com/joedab12/status/1987988417507156178) 2025-11-10T20:59Z [---] followers, [---] engagements "@Veganhippo21 this is nothing. few months delay to q1 nothing changes in long term. happens all the time. happened to $EOSE wednesday last week and the stock is up significantly since then" [X Link](https://x.com/joedab12/status/1988086331189395603) 2025-11-11T03:28Z [---] followers, [----] engagements "@MarkosAAIG are you or your followers aware of the small cap designing its material into intels 18aP process" [X Link](https://x.com/joedab12/status/1988117619489337680) 2025-11-11T05:32Z [---] followers, [---] engagements "CRWV is gonna take time but will make new highs and then some H1 [----] IMO. Im not adding but maybe I will next few weeks. Too many opportunities to make profits. Will hold these few hundred shares while CRWV gets their bare metal in order and onboards that new customer in q1. Talks of deals with government/sovereigns could send it next year" [X Link](https://x.com/joedab12/status/1988299535433744389) 2025-11-11T17:35Z [---] followers, [--] engagements "companies with no profits razor thin margins/future margins and huge capex are hard to value. none of this neocloud price action is surprising at all to me. I'm long NBIS IREN CRWV WULF CIFR APLD too. All small positions. Big money is in semis and power layer. This is a risky sector no matter what any bulls think. Theres no sure thing for any of these" [X Link](https://x.com/anyuser/status/1988717023174721558) 2025-11-12T21:14Z [---] followers, [---] engagements "This is just as likely to happen as 500% lower drug prices. GTFOH. If it does short $RKT TRUMP ADMIN EYES PORTABLE MORTGAGES LETTING AMERICANS KEEP THEIR RATE TERM & LENDER WHEN MOVING TO A NEW HOME TRUMP ADMIN EYES PORTABLE MORTGAGES LETTING AMERICANS KEEP THEIR RATE TERM & LENDER WHEN MOVING TO A NEW HOME" [X Link](https://x.com/joedab12/status/1988766010623815691) 2025-11-13T00:29Z [---] followers, [---] engagements "$VICR $AMD $NVDA $MU $RMBS $EOSE Vicor could have just landed AMD silently. Would explain the brief jump to $100 before pulling back today. We do know they are in Cerebras and we also know they USED to be in NVDA ecosystem a couple years ago. This is a sleeper stock most people have never heard of that has 200-500% upside in the next [--] years. Not even kidding. The royalty business alone is worth $5b in market cap. https://twitter.com/i/web/status/1988766497846771958 https://twitter.com/i/web/status/1988766497846771958" [X Link](https://x.com/anyuser/status/1988766497846771958) 2025-11-13T00:30Z [---] followers, [----] engagements "$RMBS $MU $NVDA $AMD $INTC $VICR $SNDK $WDC $STX $EOSE $BE $EQT I was pounding the table on Micron early this year and into the first part of the summer when the hit pieces came out. Obviously the demand for memory is now well publicized and everyone is chasing the memory names. I sold 80% of my MU shares from sub [--] at 220-240 exit in recent weeks. One of the reasons I did that was I wanted to lock in gains but I also see that Rambus may have more upside due to their potential to generate more free cashflow(relative to market cap). MU spends 35% of revenue on capex RMBS capex is minimal and" [X Link](https://x.com/joedab12/status/1989027388953632880) 2025-11-13T17:47Z [---] followers, [---] engagements "$EOSE $BE $NVDA $MU $VICR $RMBS $AMD EOSE is getting pounded today but I added some shares and sold a bunch of puts. This thing was up 500% from the April lows at the recent highs but has had so much of the risk removed. I've listened to the call [--] times now and the bull case is so strong. Most business dream of being in a position where they have $20b in demand and the manufacturing equipment/tooling supply chain to scale a new line every [--] days. This is a momentum stock and momentum stocks have been punished but once markets stabilize and find liquidity again I expect new leaders to emerge" [X Link](https://x.com/anyuser/status/1989438821407363435) 2025-11-14T21:02Z [---] followers, [----] engagements "management says they will be gross margin positive in q1 Ill take their word for it for now. I also think the hyperscalers theyre talking to will be closed and announced within a few months changing everything just like it did for $BE when they announced their first deal with oracle" [X Link](https://x.com/joedab12/status/1989708344022774201) 2025-11-15T14:53Z [---] followers, [--] engagements "SPX hit 5% correction territory to the penny and bounced. Seeing some signs of capitulation now finally may not be done yet but worth deploying some cash here IMHO. $RMBS $VICR $EOSE loaded up these [--] names on the dip today. Lots of profits from $MU $ORCL $VRT went here. Also nibbled my way into a medium size position in $AXON. Patiently waiting with plenty of long shares of $NVDA to see where the market goes. I think all the neoclouds may still be too risky just sitting on small positions of $CRWV $NBIS $IREN and NOT adding anytime soon" [X Link](https://x.com/joedab12/status/1990819157915611319) 2025-11-18T16:27Z [---] followers, [---] engagements "@The_AI_Investor $VICR or $RMBS both have enough royalty income coming to justify current valuation in a bull market. And both have a chip biz on top of that with huge growth catalysts to give them tremendous upside" [X Link](https://x.com/joedab12/status/1990832017475563810) 2025-11-18T17:18Z [---] followers, [---] engagements "$EOSE $TSLA $BE do any of you guys remember how Tesla performed from [----] to [----] when their main profit driver was selling tax credits Wonder how much EOSE will benefit from $90m per line in tax credits.please share your feedback. I'm new to EOSE and dont know it inside and out like I do most companies I invest in just yet. Seems super bullish right" [X Link](https://x.com/joedab12/status/1990837858706599998) 2025-11-18T17:41Z [---] followers, [---] engagements "all you have to do is listen to the management team to know they aren't going to be profitable the next [--] quarters. I dont see that as a "miss" I see that as analysts trying to make it look like a "miss" though. Happened plenty of times. This is an easy $15-20b market cap once they get to 8gwh production per year in a couple years. Lots of volatility till then. They will not have a demand problem and have the supply chain in line to get to their capacity goal. Thats a great setup but nobody can predict short term price action" [X Link](https://x.com/joedab12/status/1990864098150736327) 2025-11-18T19:26Z [---] followers, [--] engagements "$NVDA $BE $EOSE $RMBS $VICR $MU now is the time to double down on research and dd. Make smart buys for the inevitable next leg up whenever that may come. AI is still in early innings pullbacks are to be expected. It may feel a lot worse holding high beta stocks but indices havent even entered 10% correction territory. No excuse not to dive deep into stocks youre investing tens or hundreds of thousands of dollars into if you dont know how to do it efficiently ask for help" [X Link](https://x.com/joedab12/status/1991708022385832077) 2025-11-21T03:19Z [---] followers, [---] engagements "@joceyreyes209 $BE and $EOSE are both phenomenal solutions" [X Link](https://x.com/joedab12/status/1991863474214121974) 2025-11-21T13:37Z [---] followers, [---] engagements "@pbmech @The_AI_Investor define soon [--] years Maybe. [--] years-zero chance" [X Link](https://x.com/joedab12/status/1992634027355074712) 2025-11-23T16:39Z [---] followers, [--] engagements "$EOSE guys no injuries and battery module production has continued uninterrupted battery module production has continued uninterrupted battery module production has continued uninterrupted battery module production has continued uninterrupted battery module production has continued uninterrupted There may not even be a dip if the market starts to rally and if there is its an opportunity for well positioned investors to buy more or new investors to get a better entry and hold thru the next leg of a bull market. https://t.co/MWZZxG1tu4 https://t.co/MWZZxG1tu4" [X Link](https://x.com/joedab12/status/1992713589472579819) 2025-11-23T21:55Z [---] followers, [----] engagements "I've been adding to no brainer agnostic winners for the next phase of AI. $RMBS and $VICR have minimal downside due to their royalty stream/market cap and tons of upside with growth drivers coming the next [--] years. (RMBS growth drivers not priced in yet IMO: CXL/DDR6/MRDIMM which is 4x more $$ per intel/amd CPU starting end of 2026) (VICR upside comes from negotiating their PDU with a hyperscaler and OEM likely Google and AMD already got cerebras no way others dont follow-had nvidia in [----] will get back in that architecture by [----] IMO)" [X Link](https://x.com/joedab12/status/1992715738776482121) 2025-11-23T22:03Z [---] followers, [--] engagements "@dividendology what about the bull market of 2012-2020 How many 6%+ pullbacks were there LOL" [X Link](https://x.com/joedab12/status/1992732189193310680) 2025-11-23T23:09Z [---] followers, [---] engagements "@pbmech @The_AI_Investor newsflash: Every Gemini model has been trained exclusively on TPU. Google spend on NVDA still increases by a couple billion a quarter" [X Link](https://x.com/joedab12/status/1992812468293497255) 2025-11-24T04:28Z [---] followers, [--] engagements "if its commoditization you should see nvidia gross margin sink below 50% like commoditized semi firms. It just went from [--] to 74%. The majority of the AI world runs on cuda that prob isn't changing just because the TPU IS good. Being bullish GOOG is smart. Being bearish NVDA because of TPU is not IMHO" [X Link](https://x.com/joedab12/status/1992816084358181017) 2025-11-24T04:42Z [---] followers, [--] engagements "nvda response to earnings isn't concerning considering whats been happening for the past few weeks. Similar reaction last quarter and it made new highs between reports. There will def be more GPU options that doesn't make nvda a commodity anytime soon. Def not [--] years IMO but let's see" [X Link](https://x.com/joedab12/status/1992817780597612907) 2025-11-24T04:49Z [---] followers, [--] engagements "those will grow their accelerator revenue tremendously it does not make nvidia a commodity. Lots of upside in all if they execute. MRVL is also a photonics play FYI another reason it's up today not just trainium momentum. AMD also went down from [---] to [---] in a matter of weeks" [X Link](https://x.com/joedab12/status/1993003271615816139) 2025-11-24T17:06Z [---] followers, [--] engagements "$VICR $AMD $NVDA $MU $GOOG $TSM $LITE $VRT Vicor moving up on very little volume nobody knows about this stock and the ones who do are certainly not selling below [---]. Do AMD investors pile in here when it's likely made public that VICR is in their next gen products coming [----] I think so.better off beating them to the punch. Chart has shown good strength oh yea and guess what THE CEO/FOUNDER OWNS 47% AND HASN'T SOLD A SINGLE FUCKING SHARE" [X Link](https://x.com/joedab12/status/1993045136193077577) 2025-11-24T19:52Z [---] followers, [---] engagements "LOL we'll see dont trust the information they have given us a lot of great dips to buy over the years:-) But even if Meta is using TPU that does not mean GPU is commoditized in my eyes just means the whole market is bigger than most realize and there are many ways to capitalize. Exactly why I've been a proponent of loading the agnostic names. MU was my largest position until I trimmed recently that money has moved to VICR And RMBS. VICR may very well be working with google so you should look at that if you're bullish. They have specifically said working with a large hyperscaler on their PDU." [X Link](https://x.com/joedab12/status/1993340710716948924) 2025-11-25T15:27Z [---] followers, [--] engagements "all gemini models have been trained on TPU. TPU has been great for years. Of course it gets better as does GPU. You see emotionally attached to a narrative to me. Bullish goog not bearish nvda. Rather buy more agnostic names. Keep watching my posts for more bangers. They'll keep coming" [X Link](https://x.com/joedab12/status/1993354911871058118) 2025-11-25T16:23Z [---] followers, [--] engagements "$AAOI $GOOG $AMZN $NVDA $MU $LITE AAOI is about to qualify a hyperscaler and also in talks with that customer to invest $200m into AAOI (likely to increase capacity for massive AI demand that the bubble bears still dont believe). Just started position in AAOI today. It won't overtake LITE in market cap by any means but with 20% of LITE revenue and 7% of the market cap while close to qualifying a hyperscaler and landing an investment I think it has a good chunk of upside for a swing trade. @_HalalTrader_ what you think of this chart I know you follow LITE" [X Link](https://x.com/joedab12/status/1993371180938805629) 2025-11-25T17:28Z [---] followers, [----] engagements "$RMBS $VICR $NVDA $GOOG $MU $EOSE $BE $TSM $MU People are fighting over who they think will win when they could be researching and finding stocks that win NO MATTER WHO WINS. For the same reasons MU was my biggest position in April/May RMBS and VICR are my largest new adds. Agnostic winners with massive upside catalysts in the near and medium term horizon. RMBS - DDR6 will have 50-60% more interconnects than DDR5(2027 launch). -MRDIMM will have 4x more $$ per chip launches with next gen AMD and INTC CPUs -CXL which makes memory run way more efficient(and we all now know memory is the largest" [X Link](https://x.com/joedab12/status/1993439717573247438) 2025-11-25T22:00Z [---] followers, [---] engagements "@investingluc stupid take this is tens of billions of dollars. Everyone knows both NVDA GPU and Google TPU revenues will grow tremendously. The question that determines where the stocks head is how much/how fast" [X Link](https://x.com/joedab12/status/1993743008957923776) 2025-11-26T18:05Z [---] followers, [---] engagements "they actually decreased their margins a few quarters ago and now climbing back up to mid 70s. Sure one day it will go to 60s I think everyone knows that and thats why it's not trading at 40-50x fwd PE like AMD. Doubt it goes below [---] anytime soon personally. Also keep in mind Bessent mentioned exploring letting nvidia sell to china "as technology evolves" which could mean Rubin or Fineman. I agree it needs to consolidate somewhere between [---] and 195ish next couple months though. I'm bullish for a move to 190s shorter term" [X Link](https://x.com/joedab12/status/1994867917369078132) 2025-11-29T20:35Z [---] followers, [--] engagements "If you missed $MU dont miss $RMBS. Sleeping giant with huge growth drivers going forward. Doesn't matter if you're an $nvda bull or a $goog TPU bull or crypto degenerate looking for a safe place to park a little cash. All AI needs better/more efficient memory and lots of it. SaaS/DBaaS are shifting from AI experiments to RAG vector long context agentic in production that means huge sticky memory hungry workloads. As infra hits the host-memory bottleneck clouds are pushed to CXL + DDR5/MRDIMMwhich is exactly Rambuss lane $rmbs SaaS/DBaaS are shifting from AI experiments to RAG vector long" [X Link](https://x.com/joedab12/status/1995883892528873574) 2025-12-02T15:52Z [---] followers, [---] engagements "$RMBS $NVDA $MU the bull case for RMBS gets stronger by the week" [X Link](https://x.com/joedab12/status/1998452488463323179) 2025-12-09T17:59Z [---] followers, [----] engagements "@FundaBottom $VICR is going to steal the title of most TPU alpha. If you dont know what I'm talking about you should read up on VICR or listen to the last couple earnings calls" [X Link](https://x.com/joedab12/status/1998750340100002180) 2025-12-10T13:43Z [---] followers, [---] engagements "bingo I think theres like [--] of us talking about RMBS on X MU was similar [--] months ago now everyone is a "memory expert." They'll find this early next year. Check out VICR if you like RMBS. Similar setup with royalty biz headed towards 180m by [----] and a chip biz thats just getting off the ground. Cerebras is their launch customer and in negotiations with hypersscalers and oems (read: google/amazon/nvidia/amd)" [X Link](https://x.com/joedab12/status/1998946583656935445) 2025-12-11T02:42Z [---] followers, [---] engagements "just from reading between the lines on the last earnings call. Hyperscaler qualification and potential direct investment from 1-2 customers for capacity expansion are the potential announcements I think we may see. Nothing is certain but I like our chances for at least the qualification a lot" [X Link](https://x.com/joedab12/status/1999288377250808030) 2025-12-12T01:21Z [---] followers, [--] engagements "$AVGO $TSM $NVDA $GOOG $MU someone please explain why TF Avgo market cap is 40% higher than TSM when their largest customer can replace them so easily. Meanwhile intel and samsung have been failing miserably for [--] years trying to replicate TSMs alien like technology" [X Link](https://x.com/joedab12/status/1999307151093981592) 2025-12-12T02:35Z [---] followers, [---] engagements "@_HalalTrader_ $RDW in this space space also looks good:-) Huge call buying for jan/feb the last few days. I'll be looking to enter tomorrow" [X Link](https://x.com/joedab12/status/1999308944070836612) 2025-12-12T02:42Z [---] followers, [---] engagements "$VICR held up REALLY well but it's not an optics play at all. It's a power delivery unit play and they're about to land Google AMD and eventually NVDA. Extremely strong lately and only 4b market cap fully justified by the royalty biz thats headed for 180m ARR in the next couple years. https://twitter.com/i/web/status/1999635452874358803 https://twitter.com/i/web/status/1999635452874358803" [X Link](https://x.com/joedab12/status/1999635452874358803) 2025-12-13T00:20Z [---] followers, [---] engagements "$RMBS dip is a gift for those not in yet $MU earnings can send it much higher but of course short term anything can happen with market uncertainty. Times like this you need to double down on due dilligence. MRDIMM ramps in 2027(with $AMD and $INTC next gen cpu releases) and will have 4x the Rambus content vs todays technology. Dont even get me started on ddr6 having 50-60% more interconnects than ddr5(which grew interconnect content by 40% over ddr4). [----] not 2026- but markets are forward looking and these [--] new jedec standards tailored for AI are pushing way more money into Rambus hands." [X Link](https://x.com/joedab12/status/1999981399114416273) 2025-12-13T23:14Z [---] followers, [---] engagements "@pbmech @The_AI_Investor that 500b number wasnt for [----]. Read cfo comments the day after jensen said 500b at gtc. Its more like 320-350b next year" [X Link](https://x.com/joedab12/status/2001131004980027413) 2025-12-17T03:23Z [---] followers, [--] engagements "$VICR green in a sea of red. Are you guys paying attention yet -4b market cap -CEO/founder owns 47% stake -line of sight to 180m arr royalty revenue in next couple years -new chip fab w vertical power delivery modules being shipped to cerebras q1 -in talks with hyperscalers and oems for same kind of high end vertical power tech as cerebras(hint: they wont have much choice but to move to vicr and the ceo knows that which is why he owns so much) $NVDA $GOOG $AMD $MU $AMZN $RMBS $AVGO $META $MSFT $LITE $COHR $AAOI https://twitter.com/i/web/status/2001395792113004953" [X Link](https://x.com/joedab12/status/2001395792113004953) 2025-12-17T20:55Z [---] followers, [----] engagements "doubt it leads to demand destruction they can give that guide because the memory is already spoken for. Increased capex to bring on more supply Chinese memory makers bringing on more commodity dram supply. Prices stay elevated next [--] months and then taper off. $RMBS benefits as much as Micron from all this as the need for more efficient/faster memory comes under the spotlight" [X Link](https://x.com/joedab12/status/2001433876707864654) 2025-12-17T23:26Z [---] followers, [----] engagements "$MU $NVDA $AVGO $GOOG $AMD $RMBS $LITE $TSM $VICR Micron was previously expecting 100b HBM TAM in [----] and today they are saying 100b by [----]. If we applied 30% CAGR(its now accelerated to 40% CAGR) from the [----] number to the previous [----] target that means they were previously expecting a 60b TAM in [----]. Now [----] TAM is 100b or 66% higher than prior expectations. This is bigger than it looks at first glance its way more than just "2 year pull forward." https://twitter.com/i/web/status/2001486278068703665 https://twitter.com/i/web/status/2001486278068703665" [X Link](https://x.com/joedab12/status/2001486278068703665) 2025-12-18T02:54Z [---] followers, [---] engagements "$NVDA $MU this is all so bullish for $VICR and $BE. Vicor chart has shown amazing relative strength recently as their new chip fab ramps vertical power delivery modules for cerebras while management is in talks with google amazon nvda and amd to use the same technology. Meanwhile Bloom is down over 30% from the peak and still the best time to power solution on earth and doubling their capacity in [----]. Market cap got stretched and ahead of itself but from current levels heading into [----] its a great risk:reward with what we now know after Micron earnings and below from @jukan05" [X Link](https://x.com/joedab12/status/2001813029164658752) 2025-12-19T00:33Z [---] followers, [---] engagements "@JoshTradeOption @fryktligefrank @thejefflutz no they didnt. they said they'd exit q1 ebitda positive. That isn't cashflow positive huge difference. I am bullish on EOSE and own a lot of shares. But cashflow positive wont happen till way later" [X Link](https://x.com/joedab12/status/2001825835914027306) 2025-12-19T01:24Z [---] followers, [--] engagements "@ChristophHorze1 @The_Analyst_Lab @jukan05 💯 and the hidden beneficiary nobody is talking about(except for [--] of us on X) is $RMBS. HUGE growth drivers in [--] for them with over 40% organic growth coming in [--] before those new standards roll out" [X Link](https://x.com/joedab12/status/2002071920301519006) 2025-12-19T17:41Z [---] followers, [--] engagements "@JoshTradeOption I hope you get called on those too haha" [X Link](https://x.com/joedab12/status/2002196225601490946) 2025-12-20T01:55Z [---] followers, [---] engagements "Seeing a lot of posts like this on my feed. @fundstrat big [--] are actually all saying the same thing. Big correction H126 then new highs in q4. Could easily just be them wanting investors to take the win from having been the most right the last [--] years and hope for another April like crash to deploy capital again. I give their scenario 30% probability of playing out. Fundstrats head of digital asset strategy Sean Farrell says $BTC to $60k as base case 1H [----]. Fundstrats head Tom Lee says $BTC to ATHs even up to $200k by end of Jan [----]. Is this normal for funds to contradict each other within" [X Link](https://x.com/joedab12/status/2002584133311025359) 2025-12-21T03:37Z [---] followers, [---] engagements "$NVDA $GOOG $MU $AVGO $AMD $RMBS $VICR on an absolute tear lately. First customer Cerebras ready to IPO soon. In negotiations with major hyperscalers and oems. Its still cheap at $5b. Not selling a single share yet. $VICR green in a sea of red. Are you guys paying attention yet -4b market cap -CEO/founder owns 47% stake -line of sight to 180m arr royalty revenue in next couple years -new chip fab w vertical power delivery modules being shipped to cerebras q1 -in talks with hyperscalers $VICR green in a sea of red. Are you guys paying attention yet -4b market cap -CEO/founder owns 47% stake" [X Link](https://x.com/joedab12/status/2003259219211092367) 2025-12-23T00:19Z [---] followers, [---] engagements "$LITE $COHR $POET $AAOI the strongest photonics stock by far today. The market finally figuring out how big of an inflection point the recent news was here. Highly likely that $AMZN will make a direct investment into AAOI early next year to ramp up capacity needed to meet their aspirational trainium numbers. 1/10th the market cap of LITE. LITE is obviously a better company but Im not so sure its a better stock even after this runup on AAOI. Holding a couple thousand shares from [--] after selling the pop in mid 30s a couple weeks ago. Will likely hold most of these long" [X Link](https://x.com/joedab12/status/2003266333731876900) 2025-12-23T00:48Z [---] followers, [---] engagements "$EOSE this is gonna bore and shake retail out. I added 3k more shares at [-----] today. It might go to $10.80-11 but Im betting on a slew of PRs for the new line and new huge orders the next [--] months. Capital raise at [-----] and doe owning warrants is big validation. And one thing I dont see anyone talking about is the tax credits they will be earning. High probability of a move back to [--] in near term(1-2 mos)and above $20-21 medium term (mid next year) IMO" [X Link](https://x.com/joedab12/status/2003565509615431971) 2025-12-23T20:36Z [---] followers, [----] engagements "@BenBajarin dont sleep on $VICR and $RMBS" [X Link](https://x.com/joedab12/status/2003951622221975730) 2025-12-24T22:11Z [---] followers, [---] engagements "@HelloGo78598860 @Yuchenj_UW way too soon. HBM isnt going anywhere. You should be long $RMBS and $VICR though" [X Link](https://x.com/joedab12/status/2004182808445747367) 2025-12-25T13:29Z [---] followers, [--] engagements "@jukan05 @insane_analyst @andrawesbahou lol getting ahead of yourself here. Nvidia isnt replacing their architecture; highly likely they make some ancillary products or minor adjustments but no way theyre overhauling and going away from gpu IMO. Your dram boys will be printing money for years to come" [X Link](https://x.com/joedab12/status/2004229950946287928) 2025-12-25T16:37Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@joedab12 Joe
Joe posts on X about $mu, $nvda, $rmbs, $vicr the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -76%
- [--] Month [-------] +383%
- [--] Months [-------] +246%
- [--] Year [-------] +398%
Mentions: [--] #
- [--] Month [--] -66%
- [--] Months [---] +3,450%
- [--] Year [---] +3,808%
Followers: [---] #
- [--] Week [---] +1.10%
- [--] Month [---] +41%
- [--] Months [---] +580%
- [--] Year [---] +854%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries currencies social networks automotive brands travel destinations celebrities
Social topic influence $mu #61, $nvda #647, $rmbs #1, $vicr #4, nvda #158, $orcl, $be, ai, market, bullish
Top accounts mentioned or mentioned by @halaltrader @pbmech @annisen @chess999999 @jukanlosreve @bethkindig @heatonsr187428 @saynototrading @sandeman52 @theaiinvestor @benbajarin @anni_sen @fundstrat @ecommerceshares @jukan05 @openai @fundmyfund @benitoz @omillionaires @amitisinvesting
Top assets mentioned Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Rambus Inc (RMBS) Vicor Corp (VICR) Oracle Corporation (ORCL) Bloom Energy Corporation (BE) Advanced Micro Devices (AMD) Eos Energy Enterprises, Inc. (EOSE) CoreWeave, Inc (CRWV) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Applied Optoelectronics, Inc. (AAOI) Nebius Group N.V. Class A Ordinary Shares (NBIS) Credo Technology Group Holding Ltd (CRDO) Cosmos (ATOM) Intel Corporation (INTC) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Iris Energy Limited (IREN) Sandisk Corporation (SNDK) Lumentum Holdings Inc. Common Stock (LITE) Vertiv Holdings Co (VRT) Marvell Technology Inc (MRVL) Bank of America (BAC) Cipher Mining Inc. Common Stock (CIFR) Lam Research Corporation (LRCX) Super Micro Computer, Inc. Common Stock (SMCI) EQT, Corp. (EQT) Palantir Technologies Inc. (PLTR) Asana, Inc. (ASAN)
Top Social Posts
Top posts by engagements in the last [--] hours
"@OMillionaires now they gotta show they can make them in malaysia where the production units come from. Why place POs before sampling from actual high volume fab ENVX wouldnt build the fab without positive feedback from early samples. Im bullish but trimmed my higher cost shares yesterday"
X Link 2024-05-18T20:34Z [--] followers, [---] engagements
"@OMillionaires no you are correct YBS is making them for enovix. Just like foxconn makes iphones for apple nothing concerning here the numbers are the numbers. Its up to them to prove they are realistic and land actual POs"
X Link 2024-05-18T21:58Z [--] followers, [--] engagements
"@WayneRo11785584 @OMillionaires have they exercised that right The filing clearly says YBS is making the batteries. No reason to believe thats a bad thing foxcon makes iphones tsmc makes nvidia gpus who cares"
X Link 2024-05-19T06:07Z [--] followers, [--] engagements
"@nemeer @amitisinvesting look a $dell and $vrt those matter more than smci. Amd is struggling nvidia showing the world amd is worlds behind. I wasnt surprised one bit at the reactions of smci and amd"
X Link 2024-05-25T13:54Z [--] followers, [--] engagements
"$ENVX what happens when Apple inevitably announces a deal with OpenAI likely to integrate Chat GPT into iPhones possibly replacing Siri That could really be an eye opener for many. Apple won't be their 1st or 2nd customer but the need for what ENVX does will be magnified"
X Link 2024-05-31T14:19Z [---] followers, [---] engagements
"@VolkVentures @rajtalluri this has nothing to do with enovix their chips are more efficient they arent saying anything about laptops with more energy dense batteries"
X Link 2024-06-03T21:44Z [--] followers, [---] engagements
"@joceyreyes209 this has to be apple. Raj has talked about loving his vision pro at least [--] different times on recent calls/presentations"
X Link 2024-06-25T13:00Z [---] followers, [----] engagements
"@raikk61 i cant find the link to that on reuters website. I have seen this image floating around. Not accusing you of posting fake but can you send link if you have it"
X Link 2024-08-03T17:28Z [--] followers, [---] engagements
"@FreeLunchLover @MikeZaccardi 27% cash is not that high. If he knew a crash was coming he would have way more cash. You gotta put things in percentage perspective berkshire is a $1t asset manager and has 27.7% cash and 72.3% in equities. Thats not bearish at all"
X Link 2024-09-06T04:24Z [---] followers, [---] engagements
"@StockSavvyShay $MU is not a monopoly at all. Theyre behind sk hynix. And you missed Synopsis $SNPS. Way more of a monopoly than TXN"
X Link 2024-09-15T22:37Z [---] followers, [---] engagements
"@DueDoctor $SWTX"
X Link 2024-11-17T18:11Z [--] followers, [---] engagements
"@awakenowzone Micron buddy Micron"
X Link 2025-03-08T04:46Z [--] followers, [---] engagements
"@StealthQE4 vegas needs rate cuts as bad as any city. Funny thing is residential RE in west las vegas has been remarkably resilient. The influx of californians who dont care whether a house is 450k or 525k isnt stopping and both prices look dirt cheap to them(I was one of them; no regrets)"
X Link 2025-08-01T10:49Z [--] followers, [--] engagements
"@MMMTwealth thats it anyone who bought almost anything in april is up similar or more. Im up over 100% on MU VRT AMD and ORCL. whoopdeedoo"
X Link 2025-08-01T10:59Z [--] followers, [--] engagements
"@TacticzH what happens to asml if intel has to cancel all of their gate all around developlent completely(not impossible). ASML customer concentration is not great. I do think tsm and samsung along with rapidus will eventually pick up the slack but asml isnt as safe as it looks IMO"
X Link 2025-08-06T10:04Z [--] followers, [--] engagements
"@MichaelAArouet still lots of gems within the [---]. Im happy with my return on $ORCL $MU $VRT (not in s&p yet)"
X Link 2025-08-09T12:44Z [---] followers, [--] engagements
"@InvestingVisual @IvanaSpear $BE and $ATOM"
X Link 2025-08-10T16:03Z [---] followers, [----] engagements
"$MU HBM is just getting started. The inference phase of AI is where MU shines the most. Theyll be to inference what NVDA was to training and by that I mean THE CLEAREST WINNER(along with $TSM and $ORCL but MU way more upside than TSM at current valuation IMO)"
X Link 2025-08-12T08:39Z [--] followers, [--] engagements
"@Alex_Intel_ @xqybyt hey genius amd isnt fab heavy. theres a reason fabless companies deserve higher PE. Capex doesnt affect earnings but it affects cashflow"
X Link 2025-08-12T10:51Z [--] followers, [--] engagements
"@MajorOcelot45 @PatrickMoorhead correct meanwhile $TSM is achieving great relative yields on both 3nm and 2nm WITHOUT HIGH NA. Is that bearish $ASML Probably so but possibly priced in on the recent fall"
X Link 2025-08-12T12:22Z [--] followers, [--] engagements
"@YodaStockInvest very poor risk management. doesnt mean you wont make $$ though. Why do you think amd will outpace nvda Did they even start giving a gpu number yet when they report or is it still bundled in w cpu in the data centercategory Lol"
X Link 2025-08-14T19:00Z [--] followers, [---] engagements
"Beth has got to be talking about $BE. Clearly this is their specialty and I am bullish AF on this company even with the market seemingly frothy or toppy but I also am up to 42% cash in my account. Time to power is the most important focal point for AI investors at the moment. For premium members we recently covered one stock that we believe is poised to help the data center industry address this bottleneck. Time to power is the most important focal point for AI investors at the moment. For premium members we recently covered one stock that we believe is poised to help the data center industry"
X Link 2025-08-15T09:15Z [---] followers, [----] engagements
"@YodaStockInvest how many hours have you spent researching AMD and its competitive landscape in the last [--] months"
X Link 2025-08-15T09:18Z [--] followers, [--] engagements
"@Zeff_Pena @EndicottInvests well youre wrong its a $16b company right now. Can they get to $100b Sure if youre talking 5+ years. they could also go to $10-12b in weeks or months"
X Link 2025-08-19T18:01Z [---] followers, [--] engagements
"@Jukanlosreve they arent talking about hbm in that blurb just 1c node dram. Samsung is way behind $MU let alone SKHynix. Not saying Id be short samsung theyll figure it out sooner or later. But be clear this blurb is NOT talking about hbm yields"
X Link 2025-08-19T18:04Z [---] followers, [--] engagements
"@TheETFTracker $REMX"
X Link 2025-08-19T18:21Z [---] followers, [--] engagements
"$BE basically said their TAM doubled and nobody noticed. I added a couple hundred shares today. Would love a couple thousand on a real market pullback"
X Link 2025-08-19T20:03Z [---] followers, [---] engagements
"$MU down overnight on two pieces of news. Neither bearish enough to warrant big dip [--]. trump wants equity in Micron. Whoopdeedoo anyone who doesnt is foolish. [--]. Skh qualified hbm4 with nvda. Inevitable but did happen 3mos early. Their hbm is sold out for [--] regardless. BTFD"
X Link 2025-08-20T12:33Z [---] followers, [---] engagements
"meant samsung not skh*"
X Link 2025-08-20T12:33Z [---] followers, [--] engagements
"@doh_in @ehhope3 @Hari81837991 Fab [--] failure I haven't followed this closely the last few months what happened there"
X Link 2025-08-20T16:48Z [---] followers, [---] engagements
"@doh_in @ehhope3 @Hari81837991 aah thanks for clarifying didnt catch that. just holding 4k shares i got below $6 and had sold everything else around [--]. Makes me want to reload a few k more. Whats the next catalyst you are expecting and when would you guess"
X Link 2025-08-21T07:30Z [---] followers, [--] engagements
"@Silicon_Fly this is tabloid level semiconductor spam"
X Link 2025-08-25T07:11Z [---] followers, [--] engagements
"@StockBaron_ @markoinny ASML is being hurt badly by intels slowing capex. ASM was expensive. Also note that intel is their first high na euv customer and tsm got successful 3nm market dominance without high NA. Im no ASML bear here I think its a good window to accumulate but it was ahead of itself be4"
X Link 2025-08-27T06:11Z [---] followers, [---] engagements
"$BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b"
X Link 2025-08-29T13:01Z [---] followers, [---] engagements
"@JGioJr5 @danielnewmanUV except to steal nvidias ip you also have to steal tsm asml micron/skhynix and a slew of others ip. not happening anytime soon"
X Link 2025-08-30T06:31Z [---] followers, [--] engagements
"@MartyChargin @mirsblog their fiscal q4 had OCI revenue neck and neck with SaaS revenue. OCI will be significantly larger than SaaS during current fiscal year [----]. Oracle isnt nebius their data center footprint is already massive"
X Link 2025-08-30T11:58Z [---] followers, [--] engagements
"$SMCI great risk:reward here. Blackwell ultra ramp is going better than expected and SMCI skipped shipping any gb200s to really nail the ultra systems. They also think their infrastructure/cooling biz will grow to 20-30% of total revenue. Watch out $VRT(still long)"
X Link 2025-09-03T14:37Z [---] followers, [---] engagements
"@StealthQE4 sell it rent a room in a house for a few hundred a month. wait for next market crash and then deploy cash. until then daytrade w 50k to sharpen your skills. then its smart IMO"
X Link 2025-09-07T07:13Z [---] followers, [--] engagements
"@DeepIceValue $MU still has room to run"
X Link 2025-09-07T10:15Z [---] followers, [--] engagements
"anyone thinking the $ORCL move is overdone forgot the market is forward looking. $AVGO has doubled in value since they gave a [----] revenue predicitin/guide just a couple quarters ago. Oracle is building multiple 1gw+ datacenters to meet these numbers Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal yearand then increase to $32 billion $73 billion $114 billion and $144 billion over the subsequent four years." https://t.co/CJkwoFYQMT Oracle $ORCL CEO Safra Catz: "As a bit of a preview we expect Oracle Cloud"
X Link 2025-09-10T04:12Z [---] followers, [---] engagements
"@Dr_Contango @Beth_Kindig cmon kid. deferred revenue is money already received for services not performed. Backlog is backlog no money received yet because its too far out in the future. Could cancellations happen Sure. Are they likely If you think so buy [----] puts. The dcs are being built for this $$"
X Link 2025-09-10T04:14Z [---] followers, [--] engagements
"$CRWV will pull and $ORCL at some point the next few mos. A $50b market cap company spending $20b in capex this year is wild. On top of that 60% of the capex comes in q4 which turns into revenue q1-2 [----]. Great spot to add or get in here around 100-105 IMO"
X Link 2025-09-10T08:25Z [---] followers, [----] engagements
"this is bullish af for $AMKR who got chips act funding to build a large advanced packaging plant in arizona near tsm. That plant comes online [----]. I will keep accumulating that one quietly fully expect amkr to get over $50-60 by the time the plant is fully ramped up Quite an important signal from $TSM executive about $TSM's advanced packaging capacity vs. AI demand. $TSM Operations & Advanced Packaging Technology and Services Vice President He Jun: "Just like ASE Technology our shared customers are pushing us very hard. He noted that as https://t.co/QCY1kSfNcL Quite an important signal from"
X Link 2025-09-10T10:10Z [---] followers, [---] engagements
"$CRWV is the other answer I missed $NBIS If you feel like the $NBIS train has departed and youre too late here are a few things Id like you to know: [--] - Do not anchor to the prior stock price The $MSFT deal massively de-risked the stock. Theres now a clear path to sustained triple-digit revenue https://t.co/5BqSs0cOBh I missed $NBIS If you feel like the $NBIS train has departed and youre too late here are a few things Id like you to know: [--] - Do not anchor to the prior stock price The $MSFT deal massively de-risked the stock. Theres now a clear path to sustained triple-digit revenue"
X Link 2025-09-11T06:21Z [---] followers, [---] engagements
"@Sandeman52 let those shares go and roll some $$ to $CRWV who will be having their shock & awe moment soon. 60% of their capex to be spend q4 see below. big revenue and guide coming"
X Link 2025-09-11T13:22Z [---] followers, [---] engagements
"@moninvestor where do you get the 2.9gw number from is that mentioned on their earnings call or investor presentation I own orcl nbis crwv looking to diversify into iren possibly"
X Link 2025-09-11T13:25Z [---] followers, [---] engagements
"$CRWV being slept on in the craziness with recent massive jumps from $ORCL and $NBIS. I own all [--] very large position in oracle medium in nbis and will be similar sized in crwv next few days. CRWV is spending $11b in capex in q4 highly underrated fact most retail dont realize"
X Link 2025-09-12T09:44Z [---] followers, [---] engagements
"coreweave already doing $5b this year while nbis only will hit 80m per month this year. market caps of 55b(crwv) and $21b(nbis). NBIS signs 17b w msft which is huge but will be backloaded as capacity comes online maybe 5-6b year from msft at peak near the end of the deal"
X Link 2025-09-12T09:47Z [---] followers, [---] engagements
"my largest concern w coreweave is their massive debt which much of is at sofr+4-9%. Their cost of funds is coming down as the fed cuts which is a huge benefit to their future cashflow"
X Link 2025-09-12T09:50Z [---] followers, [---] engagements
"$BE really starting to look like PLTR now a monster move and no sign of slowing down w the recent surge in long term compute demand from oracle and others $BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b. $BE starting to look like $PLTR did the first time it got to [--]. Doubling down on next pullback. BE is DOUBLING capacity by end of [----] to GW per year. Market cap is only $12b"
X Link 2025-09-12T09:53Z [---] followers, [---] engagements
"$CRWV big move coming next week. Loaded up more today thx for the cheapies"
X Link 2025-09-12T18:58Z [---] followers, [---] engagements
"$MU most people invest in AI and have no clue about the significance memory has moving AI to the next level. Ive been trying to tell whoever will listen for a long time. Judging by the recent move up after some nonsensical downgrades in august the market finally has it figured out. Micron is still trading at about 13x fwd earnings(fiscal year just ended lets see how they guide for fy26). $NVDA $ORCL $AMD $AVGO $NBIS $CRWV"
X Link 2025-09-14T09:56Z [---] followers, [---] engagements
"$ASAN Agentic AI still in its infancy. Asana is already generating 800m a year in revenue from a very sticky customer base. Their largest future growth driver is about to launch and the old ceo has been buying hand over fist. This is a great risk reward as blackwell ultra is beginning to ship to bring more attention to agents. Only $3b market cap lots of upside minimal downside w established biz already growing at 9-10% cagr. Management is confident in their ability to accelerate that growth with the new products"
X Link 2025-09-14T11:53Z [---] followers, [---] engagements
"currently its a small piece of the puzzle but as ai moves more towards the edge nand becomes more critical. Micron has a big advantage over skhynix in nand. Edge AI will become more prominent in automotive/autonomous as well as manufacturing/industrial and robotics over the next few years. Micron will continue to thrive past the end of the decade. I do not think their biz will be nearly as cyclical as history suggests(obviously some cyclicality will always remain in cell phone upgrade cycles and laptop/pc etc)"
X Link 2025-09-15T05:11Z [---] followers, [--] engagements
"@mahaoo_ASI @Beth_Kindig the need for constant forecast updating has to be tied to capital raises. The better the forecast the easier to raise capital at higher valuations. Expect an IPO next year at $1t ish. Then the oracle deal haters will get smacked w reality"
X Link 2025-09-15T05:18Z [---] followers, [--] engagements
"@pbmech I agree theyre about to do nearly $3 eps in q4(fiscal year end was august). If they guide for $15-16 for fy26 a simple 15x pe gets them to your number:)"
X Link 2025-09-15T05:25Z [---] followers, [---] engagements
"Connor what do you think of coreweave keeping $11b out of their $20b in capex this year for q4 Theres going to be a surge when more people figure out what this means. How many companies spend 40% of their market cap in capex this year $CRWV Has been a "laggard" as of late but this was one of the strongest stocks from April to June. If the AI/DC stocks continue to outperform I'd imagine this stock takes a trip back to its highs. Doesn't look done. https://t.co/nK5DSYH6Vq $CRWV Has been a "laggard" as of late but this was one of the strongest stocks from April to June. If the AI/DC stocks"
X Link 2025-09-15T10:47Z [---] followers, [--] engagements
"$ORCL Oracle may or may not get a piece of tik tok of course its bullish if they do. But heres what you CAN expect $45b+more RPO to be announced. Safra said they are going to get over half a trilly currently at $455b in RPO. Simple math. PR for the largest data center on earth coming online 800mw with others over 1gw being planned and constructed. Higher margins than competition. See below for why"
X Link 2025-09-15T17:20Z [---] followers, [---] engagements
"@babyfolio yeah revenue is increasing fast with year ending at 80-90m per monthgoing to 5b in [----] still seems much of a stretch where did you come up with that number"
X Link 2025-09-16T04:18Z [---] followers, [---] engagements
"msft deal wont be evenly spread out over [--] years not even close. Unless all the capacity is online on 12/31 but judging by the capital raising its not. Id be surprised if they got even 1.5-2b from microsoft the first year dont take that as a bad thing. Its gonna snowball. I am BULLISH but with all due respect i think most nbis bulls on X are a little out of touch w reality to be frank"
X Link 2025-09-16T04:42Z [---] followers, [---] engagements
"$ASAN insider buy is RELATIVELY way larger than elons tesla buy. Bullish ASAN see previous post I made on specifically why the CEO is on his way out just adds conviction. In november calls and shares Largest CEO Insider Stock Purchases Ever: [--]. Elon Musk (TSLA) $1B [--]. Dustin Moskowitz (ASAN) $339.9M [--]. Brian Liu (CGON) $49.9M [--]. Kelcy Warren (ET) $36M Elon is on another level. https://t.co/qXFozFPJdL Largest CEO Insider Stock Purchases Ever: [--]. Elon Musk (TSLA) $1B [--]. Dustin Moskowitz (ASAN) $339.9M [--]. Brian Liu (CGON) $49.9M [--]. Kelcy Warren (ET) $36M Elon is on another level."
X Link 2025-09-16T05:59Z [---] followers, [---] engagements
"$BE Sold 33% of bloom energy today. Unreal move in [--] mos probably getting ahead of itself here. Would love to rebuy those shares and more in low 50s"
X Link 2025-09-16T18:22Z [---] followers, [---] engagements
"$ORCL big shakeup at Oracle today. Safra replaced w co CEOs who have been running OCI and applications. Oracle putting extreme focus on OCI and leveraging the worlds best data for customer specific AI. https://finance.yahoo.com/news/oracle-appoints-insiders-clay-magouyrk-121559145.html https://finance.yahoo.com/news/oracle-appoints-insiders-clay-magouyrk-121559145.html"
X Link 2025-09-22T13:09Z [---] followers, [--] engagements
"$ATOM showing life possibly the most under the radar semi gem. Patent activity tying them to samsung intel skhynix micron. A deal to go to production with stmicro for 300mm smart power in Agrate already signed. Market didnt like the delay into [----] but seems to have found some whales attention today"
X Link 2025-09-22T17:11Z [---] followers, [---] engagements
"$MU earnings today this is their fiscal year end call. After they raised guidance for q4 in mid august the stock has rallied sharply. We have heard about higher dram and nand prices recently (NAND is 23% of MU revenue) we all know HBM is sold out for all of calendar [--] and [--]. The chart looks like it has to run out of steam soon BUT if they guide for $13-14+ eps for the new fiscal year and this trades at 15x fwd PE it can get to 195-210 per share quickly. Historically Micron trades at a fwd PE between [--] and [--] due to cyclicality of the biz but AI is quickly changing the cyclicality narrative."
X Link 2025-09-23T15:08Z [---] followers, [---] engagements
"@OmerCheeema is AI cyclical if so we are still early cycle. Do you believe hbm is a $100b tam in [----] Do you think micron made that up Do you think they will maintain the same share as they have in dram in hbm If they do they will grow hbm from $5b to $21-23b by 2030"
X Link 2025-09-24T13:02Z [---] followers, [--] engagements
"$ET $ORCL $NVDA $MU $CRWV $NBIS I am cross posting my favorite AI names here to inform folks about Energy Transfer- note this is an MLP that pays a 7.5% distribution you will receive a k-1 that very slightly complicates your tax returns if you buy However this is a great risk to reward ratio while it's at the bottom of its trading range in low 17s just as project stargate details start to get announced. ET has a huge moat in moving natural gas in the southwest specifically they have assets all across Texas exactly where stargate data centers will be built. This is not going to run 100%"
X Link 2025-09-24T14:42Z [---] followers, [---] engagements
"@rwang07 having questions about hbm4 is not a bad thing. Its clear they wont leapfrog skh and its also clear they will sell a lot of hbm4. If micron wasnt going to be able to get there nvidia would be tanking common sense. Skh alone cant supply enough for rubin next year"
X Link 2025-09-24T18:23Z [---] followers, [--] engagements
"$ORCL $NVDA ellison gets tik tok for 14b. china gets access to nvidia gear. white house gets 15% from nvidia. in a year or two oracle spins off tiktok as an ipo for 1t+ to fund their data center buildout on the backs of retail investors. oracle stock gets to $2t market cap by [----]. bullish"
X Link 2025-09-26T02:16Z [---] followers, [---] engagements
"$BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to 40%. BofA has a [----] ebitda at $250m while consensus is at $607m. The just did $41m ebitda in q2 [----] and are growing fast no way they only get to BofAs $250m number in [----] they are doubling capacity in [----]. Bullshit report. Dont be shocked if nvidia invests in bloom to increase their capacity further. It would go a"
X Link 2025-09-26T03:50Z [---] followers, [---] engagements
"$ORCL if you're a trader looking for a gap fill I understand why ORCL is considered risky here. But if you're a long term AI investor and have zero ORCL exposure and aren't buying SOME here I think thats absolutely foolish. They just got a piece of Tik Tok at a 14b valuation think about that. They also have 45b in deals being finalized that will be announced soon and you wanna wait for a gap that might get filled This is a $400 stock next year with or without you. Pay attention to the wording in the quote below she is implying 45b new RPO to be announced soon with different customers(not just"
X Link 2025-09-26T16:31Z [---] followers, [---] engagements
"This guy gets it exactly why I sold $OKLO and loaded $BE-you should too. See my previous writeup on BE and how BofA is trying to shake retail out with blatant lies Oklo's extraordinary 20+ billion valuation is presumable based upon the premise that it will meet its goals of deploying its 1st Aurora powerhouse by late [----] & rapidly scale its fleet to meet its 14000MW of non-binding master power agreements and letters of intent. That's [---] https://t.co/Zpo4D1KIiz Oklo's extraordinary 20+ billion valuation is presumable based upon the premise that it will meet its goals of deploying its 1st"
X Link 2025-09-26T16:36Z [---] followers, [---] engagements
"$BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to https://t.co/i5mGSMJIOi $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at 64"
X Link 2025-09-29T14:05Z [---] followers, [----] engagements
"@HalalTrader how does EQT look to you That is another natural gas play with a lot of AI upside and amazing cashflow growth"
X Link 2025-09-29T19:21Z [---] followers, [--] engagements
"$ATOM finally starting to move off the lows keep this one on watch for explosive moves a la [----] and end of [----] as soon as deal is signed. They are currently running wafers with [--] very large customers(started in February) and should have final test results around thanksgiving. If the actual wafer test data matches or exceeds the TCAD results they have been getting-this will be an easy 5-10 bagger in short order. (TCAD simulations being done using $SNPS sentaurus software that started implementing ATOM tech in [----] to allow customers to test quickly/efficiently). Holding decent size position"
X Link 2025-09-30T15:34Z [---] followers, [---] engagements
"$BE have a feeling Jensen is investing in BE to speed up the buildout of data centers. BE can only make 1GW of fuel cells this year and 2GW by end of [----]. Maybe Jensen throwing 500m at it can get that number to 4GW next year and 6-8GW by [----]. I grabbed more near the lows today insane intraday move. Something big is brewing $ORCL $CRWV $NBIS $NVDA $MU $BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. $BE paying attention to details in analyst reports and earnings calls can make"
X Link 2025-09-30T18:53Z [---] followers, [--] engagements
"they have tons of debt and arent afraid of taking on more. Their cost of funds on most recent debt is significantly lower than previous debt. Some of their debt is at 14% or soft+9% newer debt is at soft+4%. Sofr will come down as fed cuts more so they will save tons in interest. Last q they paid $267m just in interest payments"
X Link 2025-10-01T02:21Z [---] followers, [--] engagements
"$MU so many wannabe semi gurus thinking they know more than Micron management. HBM4 will be a winner-did you really think NVDA would be at all time highs if there isn't enough HBM4 supply available at Rubin launch So short sighted now Nand prices sky rocket and MU headed towards [---] while you guys waited for [---] again"
X Link 2025-10-01T15:24Z [---] followers, [---] engagements
"$CRWV $ORCL $NBIS sold 2/3 of CRWV still holding 1k long term. That was a nice swing trade from entry below [---] and [---] overall average. Do think CRWV gets to [---] within a few months but I have a lot of ORCL and want to be able to withstand the volatility. A lot of my ORCL is below $130 and have recently doubled down I believe they will be flexing the advantage of the most valuable database in the world at AI day in a couple weeks and this is why they will be able to command higher margins than CRWV or NBIS. Not to mention already a profitable biz with the ability to raise money at much lower"
X Link 2025-10-01T17:46Z [---] followers, [---] engagements
"its funny to me how everyone is just ignoring oracle on this pullback after the massive move up. Their scale and data advantage will be flexed big time in a couple weeks. Theres commoditized compute and specialty compute one will be worth more than the others. I am bullish ORCL CRWV NBIS IREN CIFR for the record"
X Link 2025-10-04T21:13Z [---] followers, [---] engagements
"@sigmazerocap Bank of America is gonna look stupid on their BE take soon"
X Link 2025-10-06T17:11Z [---] followers, [--] engagements
"$BMNR been accumulating this one the last few weeks after selling the pop mid august. Hard to bet against ETH and Tom Lee anyone buying $SBET over $BMNR I think will look back and say "shoulda known better." Longer gov shutdown=more alpha for ETH and BMNR by proxy. A [--] week shutdown sees BMNR over $70 IMO $BMNR just breaking down the price action on the 4H chart. 👀📈 A perfectly normal 6% minor correction earlier today which saw the stock back test the breakout zone from yesterday. So far the bulls have protected the level and a close above $60 today would be a great sign"
X Link 2025-10-07T18:38Z [---] followers, [----] engagements
"@HalalTrader they're heading that direction. This slide from their investor presentation tells you how they really feel. Bullish but no position yet"
X Link 2025-10-10T01:54Z [---] followers, [--] engagements
"$ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in customized AI solutions for enterprises using proprietary data thats already on OCI this is huge IMO. App development progress using code assist-this will really get their opex down in the coming years Huge call buying came in this week. This company has a huge advantage that still isn't being priced in. I see new highs in"
X Link 2025-10-10T02:08Z [---] followers, [----] engagements
"$BE monster move today. I was pounding the table telling folks BofA was manipulating this stock. I bet they loaded calls on all the dips they created w their nonsensical and dishonest reports. Hope someone made money with me on this https://finance.yahoo.com/news/brookfield-bloom-energy-announce-5-113000060.html $BE paying attention to details in analyst reports and earnings calls can make you a lot of money. I dont make many trades but when I do they are high conviction. https://finance.yahoo.com/news/brookfield-bloom-energy-announce-5-113000060.html $BE paying attention to details in"
X Link 2025-10-13T12:27Z [---] followers, [---] engagements
"$ORCL now $510 calls are being bought someone knows something. The data ORCL has is what will give them an edge over other players. Not that mid/small caps like $NBIS $CRWV $CIFR $IREN $APLD (I own ALL of them but Oracle is the largest position by far)can't have more upside of course they can they're small caps. Oracle is going to be one of the largest companies on earth and will surpass $AVGO market cap by [----] $ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline"
X Link 2025-10-13T17:31Z [---] followers, [----] engagements
"JDA [--] was called a "major foundry." Only a handful of companies qualify candidates IMHO are: TSM GFS UMC Samsung Intel(kinda but they have zero foundry biz currently) I'd say the most likely are UMC/Samsung/GFS I'd bet $50k its one of those [--] and if you put a gun to my head to pick one I'd say samsung"
X Link 2025-10-14T18:31Z [---] followers, [---] engagements
"$ISRG great spot for a long starter here after listening to Larry Ellison talk about how he believes surgeries will be done with robots as much as possible yesterday. Also an nvidia partner https://blogs.nvidia.com/blog/orbit-surgical-robotics-research-icra/ https://blogs.nvidia.com/blog/orbit-surgical-robotics-research-icra/"
X Link 2025-10-15T18:51Z [---] followers, [---] engagements
"$NVDA $FXI $AMD $GDS @fundstrat china tech and nvda gonna fly soon"
X Link 2025-10-15T23:03Z [---] followers, [---] engagements
"$ORCL bye bye sub [---] it was fun. 1k shares long and strong. THE best AI infra play. And yes I own $NBIS and $CRWV but they will be commoditized while $ORCL will be the most specialized and valuable because of their DATA MOAT $ORCL last chance to buy under $300 may very well be friday. Oracle has a lot to show off next week at their AI world event. A few possibilities: Some or all of the $45b in pipeline RPO Safra mentioned on the last call was still being negotiated. The advantage they have in https://t.co/Gptxxt4TeB $ORCL last chance to buy under $300 may very well be friday. Oracle has a"
X Link 2025-10-16T17:10Z [---] followers, [----] engagements
"@ALLinCLEVELAND my guess would be either soitec and atomeras fabless rf licensee simultaneously OR a direct competitor of stmicro such as ON Semi Infineon or Texas Instruments $ON $IFNNY $TXN"
X Link 2024-11-24T19:20Z [---] followers, [---] engagements
"$VRT what happens when management finally gets their wish and Vertiv gets into the S&P500 like they deserve All criteria is met and they are critical for the ai buildout. Guessing the price goes way up. Why wait and chase In at [--] after selling at [---] to buy $ORCL at $120"
X Link 2025-02-26T04:28Z [---] followers, [---] engagements
"@zoomyzoomm @AB1001_disciple the graph is wrong"
X Link 2025-09-08T09:31Z [---] followers, [--] engagements
"@Sandeman52 40% cagr from 100m base in [----] gets you to 537m in [----] not 1.5-2b"
X Link 2025-09-14T03:29Z [---] followers, [---] engagements
"$MU always good to remember who posts fake news and who can be trusted 🙄 https://t.co/asKVtRsJ7a 🙄 https://t.co/asKVtRsJ7a"
X Link 2025-09-23T21:44Z [---] followers, [----] engagements
"$EQT monster move and should continue higher in coming months. All pullbacks are buying apps-not many natural gas companies can claim to be on a path towards being DEBT FREE and increasing free cashflow at such a rapid rate. This is an amazing feat with plenty of data center upside. more to come on this one [----] shares so far and adding pullbacks would love to see below [--] but probability of that is under 25% IMO"
X Link 2025-10-01T17:55Z [---] followers, [---] engagements
"i can dig up specific screenshots later its all from patent activity. Atomera has ndas not allowing them to name the engagements. STMicro is nearest to production and they are allowed to use their name. Soitec also had a joint PR with Atomera last year soitec makes soi wafers as well as GaN and SiC. Standby for more when I have time"
X Link 2025-10-01T20:57Z [---] followers, [---] engagements
"$CRWV @Beth_Kindig is realizing what I've been pounding the table about for a while. While I did trim a lot of CRWV on the run from [---] to [---] she is absolutely right that this q4 capex and the fact that only 25% of contracted power is active will lead to massive growth for CRWV. From Beth's most recent writeup on CRWV.still holding 1k shares and ready to swing a lot more on a pullback $CRWV will pull and $ORCL at some point the next few mos. A $50b market cap company spending $20b in capex this year is wild. On top of that 60% of the capex comes in q4 which turns into revenue q1-2 2026."
X Link 2025-10-02T15:58Z [---] followers, [----] engagements
"$ASAN when the founder and CEO of the company who is retiring/moving to BoD position is adding to his massive position right before a new agentic ai product launches and the stock dips on no news you buy that shit hand over fist"
X Link 2025-10-09T21:06Z [---] followers, [---] engagements
"$NVDA $MU $ORCL $ATOM $BE damn it feels good to be 30%+ in cash after a crazy runup from April. I do not feel bad for people using 100x leverage on crypto shitcoins ore even blue chip coins like ETH or BTC which I am bullish on. 100x is degeneracy and entitlement. The world needs less entitlement in general(im not saying I wish death on them I'm saying I'm glad the ones that dont commit suicide get a reality check)"
X Link 2025-10-11T19:10Z [---] followers, [---] engagements
"Vix9D up more than VIX yesterday. If this continues to be the case mon/tues I would expect the bottom to be put in in short order(say 2-3 more days where vix9d is up more than vix or when its down less than vix). When Vix9D outperformed VIX on April 8th we bottomed the next day. This is just one data point to consider as you mull over your strategy for the coming days. Nothing is certain"
X Link 2025-10-11T20:05Z [---] followers, [---] engagements
"$NB gift of a dip here I am stacked with 15k shares first entry below [--] added a lot more friday and today. Offering announced below [--] pumped to [--] and sold off slightly. This thing has a lot of upside and is critical with niobium mines in Brazil. My friend sent me this tidbit"
X Link 2025-10-13T16:47Z [---] followers, [----] engagements
"$ATOM not to mention the testing with [--] HUGE customers that started in February and should be complete by Nov/Dec.big upside if test results go well nothing guaranteed but great risk:reward ratio IMO. Medium size position for me. $ATOM back over its EMA200 https://t.co/ozthRf2F2t $ATOM back over its EMA200 https://t.co/ozthRf2F2t"
X Link 2025-10-14T18:00Z [---] followers, [----] engagements
"if this wafer run with their fabless rf licensee goes well- good chance we hear something in the early part of [----] or sooner. This is one of the test runs that started around february. Soitec and/or the foundry licensee would likely be involved(ceo has connected foundry licensee and fabless rf previously)"
X Link 2025-10-14T18:43Z [---] followers, [---] engagements
"$ORCL below [---] looks ugly but buyers here will be rewarded soon. Holding a lot of shares below [---] and a bunch above [---] that I am not sweating. The information rehashing the same old BS news that ORCL already squashed last week. If you own none this is a gift. Im not adding as my position is large-but not worried"
X Link 2025-10-20T16:02Z [---] followers, [----] engagements
"$CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but dont think its going to happen so I'm selling covered calls to get my cost down from [---] to [---] before earnings. If I get called away so be it"
X Link 2025-10-20T16:04Z [---] followers, [----] engagements
"$RMBS earnings next week with $MU making new highs I expect $RMBS to continue to climb over the next few months with a move over $200 in [----] once DDR6 is ramping. Im in with 1k at [--] and will keep nibbling up to [----] shares total after taking BIG profits on MU but still holding 1k shares there"
X Link 2025-10-20T16:05Z [---] followers, [---] engagements
"@PeterMax80 can't go wrong taking profit. I have [---] shares below [---] and [----] more newer ones im down 20k on currently. Not sweating it.yet may hold and sell calls against the new ones"
X Link 2025-10-20T16:08Z [---] followers, [---] engagements
"$VICR love how under the radar this one is. The founder/CEO owns over 70% of the company and they have been winning patent infringement cases against the big boys and could be getting back into the nvda ecosystem with Rubin next year. This probably has a floor of $40 and a ceiling of $150+ the next [--] years. Great risk:reward. I was in and out of it a few times but this close to Rubin I am now back in LONG and strong. Earnings tomorrow and I have some calls I'd sell on a pump but they're gonna have to pry these shares out of my hands"
X Link 2025-10-20T17:17Z [---] followers, [----] engagements
"@ecommerceshares bullish ORCL"
X Link 2025-10-20T17:35Z [---] followers, [---] engagements
"$NB CEO talking of upcoming big catalysts including partnership with prime defense contractor. Watch from [--] minute mark-this can easily go to [--] once these catalysts are announced. Big position at [----] average for me. https://schwabnetwork.com/video/niocorp-nb-ceo-on-beginning-rare-earth-mining-in-nebraska https://schwabnetwork.com/video/niocorp-nb-ceo-on-beginning-rare-earth-mining-in-nebraska"
X Link 2025-10-20T17:40Z [---] followers, [----] engagements
"$BE still not done. https://x.com/Beth_Kindig/status/1980317669103661394 $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of holes. They claim only 6% of dcs want to be off grid while Bloom management says its increased from 20% to https://t.co/i5mGSMJIOi https://x.com/Beth_Kindig/status/1980317669103661394 $BE $NVDA $ORCL $CRWV $NBIS $IREN $CIFR bank of america has a sell rating on bloom which caused the dip this week. I bought today at [--] heres why. BofA report is full of"
X Link 2025-10-20T17:49Z [---] followers, [---] engagements
"$VICR with earnings tomorrow and this PR today-they may have some more big things to announce on the call. Probably will add a little more if in high 50s tomorrow before the call. $VICR love how under the radar this one is. The founder/CEO owns over 70% of the company and they have been winning patent infringement cases against the big boys and could be getting back into the nvda ecosystem with Rubin next year. This probably has a floor of $40 and a $VICR love how under the radar this one is. The founder/CEO owns over 70% of the company and they have been winning patent infringement cases"
X Link 2025-10-21T00:08Z [---] followers, [----] engagements
"$VICR big move already but this thing can go a lot higher with just a few of the right words spoken on the call tonight. $VICR with earnings tomorrow and this PR today-they may have some more big things to announce on the call. Probably will add a little more if in high 50s tomorrow before the call. https://t.co/I3lfqHMXfO $VICR with earnings tomorrow and this PR today-they may have some more big things to announce on the call. Probably will add a little more if in high 50s tomorrow before the call. https://t.co/I3lfqHMXfO"
X Link 2025-10-21T13:42Z [---] followers, [---] engagements
"$POET huge call sweeps on this one a couple weeks ago into [----] and [----]. After pumping to 9s and pulling back I'm entering here and will build a medium size position over the next few months. These guys are near their "zero to one" moment and will be shipping close to $100m+ annually in their photonics gear in the future. I'm not pounding the table on this one but I like the risk:reward and would add a lot in the 5s-6s on a market pullback. Just putting it out there now"
X Link 2025-10-21T15:31Z [---] followers, [----] engagements
"@ecommerceshares he missed out on even greater percentage gain(not total dollar I dont believe) flipping in and out of TSM for a quick profit"
X Link 2025-10-21T15:32Z [---] followers, [--] engagements
"$VICR 90m in licensing/royalty annual run rate currently and line of sight to double that in next [--] years. Current market cap after this move is around 3.5b. Thats a fair valuation for JUST the royalty/licensing revenue stream without factoring in the potential to double it. The chip biz is free. I wont be selling any shares under 120"
X Link 2025-10-22T02:18Z [---] followers, [----] engagements
"@Sandeman52 whole sector hammered. CRWV ORCL CIFR IREN all of em. Meh. It's early in AI im a big buyer at 90-93. I was bullish at [--] not so much above 110"
X Link 2025-10-22T16:23Z [---] followers, [---] engagements
"Exactly why this $BE dip will prove to be a gift. $OKLO Cramer "If you listen to GEV GE Vernova you will find this type of tech is actually pie in the sky" $OKLO Cramer "If you listen to GEV GE Vernova you will find this type of tech is actually pie in the sky""
X Link 2025-10-22T17:05Z [---] followers, [----] engagements
"@SchmagoogalBZC theres [--] weeks until that expiration dont "expect" next week but I'm bullish in general thinking odds are we get a good CPI tomorrow and a rate cut next wednesday"
X Link 2025-10-23T15:09Z [---] followers, [--] engagements
"$SMCI dip is a gift. People panic selling on headline of fiscal q1 revenue being reduced by $1b+ but the annual revenue hasn't changed. Just customer pushing back some orders to q2. I took advantage and doubled down here under [--] on the position I had just re-started at [--] after selling out at $58 a couple weeks ago. $NVDA $MU $TSM"
X Link 2025-10-23T18:54Z [---] followers, [----] engagements
"$NVDA $MU $TSM $ORCL $RMBS $BE $VICR $SMCI Paying $200/month for premium research like @fundstrat FS Insight isnt an expense its leverage. One strong data-backed call can pay for years of membership(or decades). Quality insights save me time filters through the noise and builds conviction. Invest in information that compounds. Looking forward to this event"
X Link 2025-10-24T00:02Z [---] followers, 12K engagements
"$RMBS dip giving longs a chance to load sub [---] yet again. They are gaining market share in DDR5 from low 40s percentage last year to likely near or above 50% meanwhile their IP will be used in HBM4 and they're stacking inventory in q4 to be able to fulfill larger than usual q1 [--] demand. This is a stock to build a position in the next few weeks. I am long over 2k shares after grabbing more in the 96s here. CXL IP also has a long ramp despite the licensing revenue being flat from q3 to q4. This will be another boost next year"
X Link 2025-10-27T23:36Z [---] followers, [----] engagements
"@dylan522p @Jukanlosreve Jukan is the semiconductor tabloid everyone knows that"
X Link 2025-10-29T12:18Z [---] followers, [----] engagements
"@BaysideGrowth @Jukanlosreve this lines up with what micron management said they said hbm4 will be weighted towards 2nd half of [----]. Nothing new here just being spun as if its worse than we already know by Korean media and the semiconductor tabloid page of twitter/x"
X Link 2025-10-29T20:32Z [---] followers, [--] engagements
"all out of $CRWV yet again and into $IREN below [--]. The bitcoin miners with power ready to go are still undervalued I think the other guys are fairly valued. Wouldn't be shocked if CRWV explodes to [---] after earnings but too risky for my blood at this stage in the game. Would love to re-enter sub 126ish again $CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but dont think its going to happen so I'm selling covered calls to get my cost down from [---] to [---] before earnings. If I get called away so be it. $CRWV I swung this from [--] to [---] and just re-entered I wanted $122 but"
X Link 2025-10-29T21:48Z [---] followers, [----] engagements
"$NVDA $MU $RMBS $AMD $BE $ORCL $IREN $NBIS $CRWV hard to be bearish AI when you see capex trends like this. Here's what we got today: Google-last quarter they said they'd hit $85b capex by the end of [------] months later (today) they increased that number to 91-93b-that is a huge jump for the 2nd half of [----] Meta- Capex this year will now be between $70 billion and $72 billion compared to prior guidance of $66 billion to $72 billion(3 months ago).AND they said it would accelerate into 2026.it was 39.2b in [----] they're saying 70b on the low end in [----] thats 75% growth.that means you can bank"
X Link 2025-10-30T00:59Z [---] followers, [---] engagements
"@zephyr_z9 Micron shareholders taking a huge W. Jukan is just a tabloid. Korean media LOL I'll trust Micron management yes they're behind-HBM4 will ramp towards the 2nd half of 2026- oh well dram prices through the roof"
X Link 2025-10-30T05:06Z [---] followers, [--] engagements
"what about it this post has nothing to do with them. I still own a medium size spec position. They confirmed they're working with tsm/intel/samsung and either skhynix or micron-running wafers with all the GAA players and 2/3 memory players. It's a lotto ticket that has high payoff if they sign a deal with any. CEO said he expect test results early next year"
X Link 2025-10-30T14:41Z [---] followers, [--] engagements
"$EOSE $4b market cap negotiating first deal with a hyperscaler back in July. Have done $25.7m revenue the first [--] quarters but re-affirmed their 150-190m range for the year.that means 125-165m remaining for the 3rd and 4th quarter. Analysts are doubting these numbers as I'm seeing estimates of 39.5m+80.6m for the remaining [--] quarters. If they get even into the middle of their 150-190m guidance this stock will run hard. Good chance they have line of sight to narrow that full year range to a tighter number like 165-195m or something-wouldn't shock me at all. I am long into earnings with room to"
X Link 2025-10-31T00:13Z [---] followers, [---] engagements
"if you look at my BE dd youll see a big reason its gone up so much is its the best solution for time to power. Power isnt the issue we can make almost infinite its time to power that is the issue. IREN has lots of precious power already secured and coming online next year and the year after. Has 3x upside by [----] just based on todays neocloud valuations and power ramp"
X Link 2025-11-03T00:09Z [---] followers, [--] engagements
"I think they'll get there eventually but there are others who get there first to be "next" like ORCL or JPM. I have been bullish MU for a long time the thing to be concerned with that will always give them a lower PE than someone like nvda or even AMD is they spend about 30% of REVENUE on capex. Always retooling for the next node. Same reason TSM has a lower PE than NVDA but TSM is less commoditized. Bullish nonetheless"
X Link 2025-11-03T16:03Z [---] followers, [--] engagements
"@DividendTalks analysts were estimating 6.20-6.70 eps and 269-290b revenue for nvda for fy27 a few mos ago. Those numbers were clearly off based on what we heard recently from jensen"
X Link 2025-11-04T02:12Z [---] followers, [----] engagements
"$NVDA $MU $TSM $CRDO $ALAB A FEW MOS AGO Analysts were estimating NVDA FY [----] eps to be 6.20-6.70 eps and revenue to be 265-290b. Even at $210 per share using the lowest of the OLD estimates it was trading at 33x fwd earnings. Those numbers will clearly get revised over 300-310b in revenue and probably close to $7 eps if not [----]. CISCO traded at 200x fwd earnings before the dot com crash. That would put NVDA somewhere between 1200-1400 I'd agree we're in a bubble if NVDA got there next year LOL"
X Link 2025-11-04T17:45Z [---] followers, [---] engagements
"$EOSE long going into earnings which are thursday MORNING. Looking to hear about capacity expansion and more details on the timing of the remainder of the deal they just announced the first phase of yesterday(5% of the total was announced). $18b in the pipeline and guiding for 150-190m for the full year after only doing 25m the first half of the year. This is going to catch a lot of new eyes when they see the QoQ growth and hopefully management reiterate or tighten the range of the guidance to the higher end for the full year"
X Link 2025-11-04T18:16Z [---] followers, [---] engagements
"$NVDA $AMD $MU $TSM $CRDO Did Bessent just hint at Rubin going to china next year "Scott Bessent told CNBC that the US might eventually permit sales of advanced Nvidia chips to China AS TECHNOLOGY EVOLVES." Well the evolution of blackwell is Rubin. They said no blackwell which is almost "old." Anyway. You think Jensen is spending all that time with Trump to get zero revenue in china outta Rubin I dont. US RULES OUT BLACKWELL CHIP SALES TO CHINA White House Press Secretary Karoline Leavitt said Tuesday that the US is not interested in selling Nvidias Blackwell chip to China at this time. She"
X Link 2025-11-04T20:43Z [---] followers, [---] engagements
"$NVDA $MU $AMD $ORCL $CRDO $EOSE $BE Mark Newtons call may prove to be true tomorrow"
X Link 2025-11-04T21:45Z [---] followers, [---] engagements
"@srvc76 low end of range is not bullish. lol I am long but I derisked a few shares in 14.80s on this report to rebuy lower. If not oh well"
X Link 2025-11-05T21:45Z [---] followers, [--] engagements
"@Jukanlosreve Giuni Lee is my hero his bullshit report claiming hbm price would fall was amazing haha. Got me [----] more cheap shares of $MU before it exploded. Why is he not on your korean analyst list"
X Link 2025-11-06T05:50Z [---] followers, [---] engagements
"@HalalTrader @SemiAnalysis_ lots of deals will be announced in the next [--] days. $11-14b capex guide given for q4. Thats all you need to know to figure out there are big deals being ironed out. What was NBIS or IREN capex for q4 LOL. CRWV is a neocloud spending hyperscaler money in q4"
X Link 2025-11-06T21:17Z [---] followers, [---] engagements
"$BE and $EOSE both showing strength in a bloodbath. I closed all my covered calls on BE for a few k profit and added another couple hundred shares at 125s. Selling puts on EOSE looks like a good idea here too"
X Link 2025-11-07T15:10Z [---] followers, [---] engagements
"$VICR a great bet here as they are on a path to $180m annual run rate in royalties(confirmed by CEO to double royalties in next couple years from current $90m). Only $4b market cap which is 100% justified by JUST those royalties. And they have a leading 48v PDU technology that will likely eventually get adopted by some ASIC players and possibly even NVDA in fineman architecture once VICR proves to be successful. They already have a deal in place with Cerebras who is still small but will help prove this out for VICR. I added a lot below [--] friday and will continue to load whether we go up or"
X Link 2025-11-09T19:30Z [---] followers, [---] engagements
"$EOSE this is really starting to look like $BE did a few months ago before they signed their first hyperscaler deal with $ORCL that setup a 500%+ move. I was long BE and still am but now with much less size. A lot of the money from BE proceeds has moved to EOSE and they are now getting their manufacturing dialed in while also negotiating with multiple hyperscalers. Both BE and EOSE are aiming for 2GWh capacity in [----]. BE market cap is now 32b while EOSE is 5.25b. Am I saying EOSE can get to 32b market cap next year Not necessarily but I like the risk:reward a lot and $10-15b should be EASILY"
X Link 2025-11-09T20:10Z [---] followers, 44.1K engagements
"@HalalTrader a cornerstone of us semiconductor manufacturing thats already profitable and got chips act funding for the advanced packaging fab that was big enough for $TSM to sign an MOU. Very bullish"
X Link 2025-11-09T21:40Z [---] followers, [--] engagements
"$MU now trading at 15-16x fwd EPS maybe lower with price hikes. However cashflow will ALWAYS be a concern for a company spending over 30% of REVENUE on CAPEX. I have reduced A LOT of my position from the 80s today. I am still bullish MU but raising cash for other opportunities. Dips in $RMBS $VICR $EOSE $EQT will be bought. Possibly $MRVL and a few others too. This was my biggest win of the year so far [----] shares from sub [--] now down to only [---] shares. A lot of that in my IRA tax free"
X Link 2025-11-10T19:46Z [---] followers, [---] engagements
"$CRWV dangerous stock but has $160-180 potential next few months if the q4 capex of $11-12b leads to 35-40b in new deal announcements by year end like I think it will"
X Link 2025-11-10T20:59Z [---] followers, [---] engagements
"@Veganhippo21 this is nothing. few months delay to q1 nothing changes in long term. happens all the time. happened to $EOSE wednesday last week and the stock is up significantly since then"
X Link 2025-11-11T03:28Z [---] followers, [----] engagements
"@MarkosAAIG are you or your followers aware of the small cap designing its material into intels 18aP process"
X Link 2025-11-11T05:32Z [---] followers, [---] engagements
"CRWV is gonna take time but will make new highs and then some H1 [----] IMO. Im not adding but maybe I will next few weeks. Too many opportunities to make profits. Will hold these few hundred shares while CRWV gets their bare metal in order and onboards that new customer in q1. Talks of deals with government/sovereigns could send it next year"
X Link 2025-11-11T17:35Z [---] followers, [--] engagements
"companies with no profits razor thin margins/future margins and huge capex are hard to value. none of this neocloud price action is surprising at all to me. I'm long NBIS IREN CRWV WULF CIFR APLD too. All small positions. Big money is in semis and power layer. This is a risky sector no matter what any bulls think. Theres no sure thing for any of these"
X Link 2025-11-12T21:14Z [---] followers, [---] engagements
"This is just as likely to happen as 500% lower drug prices. GTFOH. If it does short $RKT TRUMP ADMIN EYES PORTABLE MORTGAGES LETTING AMERICANS KEEP THEIR RATE TERM & LENDER WHEN MOVING TO A NEW HOME TRUMP ADMIN EYES PORTABLE MORTGAGES LETTING AMERICANS KEEP THEIR RATE TERM & LENDER WHEN MOVING TO A NEW HOME"
X Link 2025-11-13T00:29Z [---] followers, [---] engagements
"$VICR $AMD $NVDA $MU $RMBS $EOSE Vicor could have just landed AMD silently. Would explain the brief jump to $100 before pulling back today. We do know they are in Cerebras and we also know they USED to be in NVDA ecosystem a couple years ago. This is a sleeper stock most people have never heard of that has 200-500% upside in the next [--] years. Not even kidding. The royalty business alone is worth $5b in market cap. https://twitter.com/i/web/status/1988766497846771958 https://twitter.com/i/web/status/1988766497846771958"
X Link 2025-11-13T00:30Z [---] followers, [----] engagements
"$RMBS $MU $NVDA $AMD $INTC $VICR $SNDK $WDC $STX $EOSE $BE $EQT I was pounding the table on Micron early this year and into the first part of the summer when the hit pieces came out. Obviously the demand for memory is now well publicized and everyone is chasing the memory names. I sold 80% of my MU shares from sub [--] at 220-240 exit in recent weeks. One of the reasons I did that was I wanted to lock in gains but I also see that Rambus may have more upside due to their potential to generate more free cashflow(relative to market cap). MU spends 35% of revenue on capex RMBS capex is minimal and"
X Link 2025-11-13T17:47Z [---] followers, [---] engagements
"$EOSE $BE $NVDA $MU $VICR $RMBS $AMD EOSE is getting pounded today but I added some shares and sold a bunch of puts. This thing was up 500% from the April lows at the recent highs but has had so much of the risk removed. I've listened to the call [--] times now and the bull case is so strong. Most business dream of being in a position where they have $20b in demand and the manufacturing equipment/tooling supply chain to scale a new line every [--] days. This is a momentum stock and momentum stocks have been punished but once markets stabilize and find liquidity again I expect new leaders to emerge"
X Link 2025-11-14T21:02Z [---] followers, [----] engagements
"management says they will be gross margin positive in q1 Ill take their word for it for now. I also think the hyperscalers theyre talking to will be closed and announced within a few months changing everything just like it did for $BE when they announced their first deal with oracle"
X Link 2025-11-15T14:53Z [---] followers, [--] engagements
"SPX hit 5% correction territory to the penny and bounced. Seeing some signs of capitulation now finally may not be done yet but worth deploying some cash here IMHO. $RMBS $VICR $EOSE loaded up these [--] names on the dip today. Lots of profits from $MU $ORCL $VRT went here. Also nibbled my way into a medium size position in $AXON. Patiently waiting with plenty of long shares of $NVDA to see where the market goes. I think all the neoclouds may still be too risky just sitting on small positions of $CRWV $NBIS $IREN and NOT adding anytime soon"
X Link 2025-11-18T16:27Z [---] followers, [---] engagements
"@The_AI_Investor $VICR or $RMBS both have enough royalty income coming to justify current valuation in a bull market. And both have a chip biz on top of that with huge growth catalysts to give them tremendous upside"
X Link 2025-11-18T17:18Z [---] followers, [---] engagements
"$EOSE $TSLA $BE do any of you guys remember how Tesla performed from [----] to [----] when their main profit driver was selling tax credits Wonder how much EOSE will benefit from $90m per line in tax credits.please share your feedback. I'm new to EOSE and dont know it inside and out like I do most companies I invest in just yet. Seems super bullish right"
X Link 2025-11-18T17:41Z [---] followers, [---] engagements
"all you have to do is listen to the management team to know they aren't going to be profitable the next [--] quarters. I dont see that as a "miss" I see that as analysts trying to make it look like a "miss" though. Happened plenty of times. This is an easy $15-20b market cap once they get to 8gwh production per year in a couple years. Lots of volatility till then. They will not have a demand problem and have the supply chain in line to get to their capacity goal. Thats a great setup but nobody can predict short term price action"
X Link 2025-11-18T19:26Z [---] followers, [--] engagements
"$NVDA $BE $EOSE $RMBS $VICR $MU now is the time to double down on research and dd. Make smart buys for the inevitable next leg up whenever that may come. AI is still in early innings pullbacks are to be expected. It may feel a lot worse holding high beta stocks but indices havent even entered 10% correction territory. No excuse not to dive deep into stocks youre investing tens or hundreds of thousands of dollars into if you dont know how to do it efficiently ask for help"
X Link 2025-11-21T03:19Z [---] followers, [---] engagements
"@joceyreyes209 $BE and $EOSE are both phenomenal solutions"
X Link 2025-11-21T13:37Z [---] followers, [---] engagements
"@pbmech @The_AI_Investor define soon [--] years Maybe. [--] years-zero chance"
X Link 2025-11-23T16:39Z [---] followers, [--] engagements
"$EOSE guys no injuries and battery module production has continued uninterrupted battery module production has continued uninterrupted battery module production has continued uninterrupted battery module production has continued uninterrupted battery module production has continued uninterrupted There may not even be a dip if the market starts to rally and if there is its an opportunity for well positioned investors to buy more or new investors to get a better entry and hold thru the next leg of a bull market. https://t.co/MWZZxG1tu4 https://t.co/MWZZxG1tu4"
X Link 2025-11-23T21:55Z [---] followers, [----] engagements
"I've been adding to no brainer agnostic winners for the next phase of AI. $RMBS and $VICR have minimal downside due to their royalty stream/market cap and tons of upside with growth drivers coming the next [--] years. (RMBS growth drivers not priced in yet IMO: CXL/DDR6/MRDIMM which is 4x more $$ per intel/amd CPU starting end of 2026) (VICR upside comes from negotiating their PDU with a hyperscaler and OEM likely Google and AMD already got cerebras no way others dont follow-had nvidia in [----] will get back in that architecture by [----] IMO)"
X Link 2025-11-23T22:03Z [---] followers, [--] engagements
"@dividendology what about the bull market of 2012-2020 How many 6%+ pullbacks were there LOL"
X Link 2025-11-23T23:09Z [---] followers, [---] engagements
"@pbmech @The_AI_Investor newsflash: Every Gemini model has been trained exclusively on TPU. Google spend on NVDA still increases by a couple billion a quarter"
X Link 2025-11-24T04:28Z [---] followers, [--] engagements
"if its commoditization you should see nvidia gross margin sink below 50% like commoditized semi firms. It just went from [--] to 74%. The majority of the AI world runs on cuda that prob isn't changing just because the TPU IS good. Being bullish GOOG is smart. Being bearish NVDA because of TPU is not IMHO"
X Link 2025-11-24T04:42Z [---] followers, [--] engagements
"nvda response to earnings isn't concerning considering whats been happening for the past few weeks. Similar reaction last quarter and it made new highs between reports. There will def be more GPU options that doesn't make nvda a commodity anytime soon. Def not [--] years IMO but let's see"
X Link 2025-11-24T04:49Z [---] followers, [--] engagements
"those will grow their accelerator revenue tremendously it does not make nvidia a commodity. Lots of upside in all if they execute. MRVL is also a photonics play FYI another reason it's up today not just trainium momentum. AMD also went down from [---] to [---] in a matter of weeks"
X Link 2025-11-24T17:06Z [---] followers, [--] engagements
"$VICR $AMD $NVDA $MU $GOOG $TSM $LITE $VRT Vicor moving up on very little volume nobody knows about this stock and the ones who do are certainly not selling below [---]. Do AMD investors pile in here when it's likely made public that VICR is in their next gen products coming [----] I think so.better off beating them to the punch. Chart has shown good strength oh yea and guess what THE CEO/FOUNDER OWNS 47% AND HASN'T SOLD A SINGLE FUCKING SHARE"
X Link 2025-11-24T19:52Z [---] followers, [---] engagements
"LOL we'll see dont trust the information they have given us a lot of great dips to buy over the years:-) But even if Meta is using TPU that does not mean GPU is commoditized in my eyes just means the whole market is bigger than most realize and there are many ways to capitalize. Exactly why I've been a proponent of loading the agnostic names. MU was my largest position until I trimmed recently that money has moved to VICR And RMBS. VICR may very well be working with google so you should look at that if you're bullish. They have specifically said working with a large hyperscaler on their PDU."
X Link 2025-11-25T15:27Z [---] followers, [--] engagements
"all gemini models have been trained on TPU. TPU has been great for years. Of course it gets better as does GPU. You see emotionally attached to a narrative to me. Bullish goog not bearish nvda. Rather buy more agnostic names. Keep watching my posts for more bangers. They'll keep coming"
X Link 2025-11-25T16:23Z [---] followers, [--] engagements
"$AAOI $GOOG $AMZN $NVDA $MU $LITE AAOI is about to qualify a hyperscaler and also in talks with that customer to invest $200m into AAOI (likely to increase capacity for massive AI demand that the bubble bears still dont believe). Just started position in AAOI today. It won't overtake LITE in market cap by any means but with 20% of LITE revenue and 7% of the market cap while close to qualifying a hyperscaler and landing an investment I think it has a good chunk of upside for a swing trade. @HalalTrader what you think of this chart I know you follow LITE"
X Link 2025-11-25T17:28Z [---] followers, [----] engagements
"$RMBS $VICR $NVDA $GOOG $MU $EOSE $BE $TSM $MU People are fighting over who they think will win when they could be researching and finding stocks that win NO MATTER WHO WINS. For the same reasons MU was my biggest position in April/May RMBS and VICR are my largest new adds. Agnostic winners with massive upside catalysts in the near and medium term horizon. RMBS - DDR6 will have 50-60% more interconnects than DDR5(2027 launch). -MRDIMM will have 4x more $$ per chip launches with next gen AMD and INTC CPUs -CXL which makes memory run way more efficient(and we all now know memory is the largest"
X Link 2025-11-25T22:00Z [---] followers, [---] engagements
"@investingluc stupid take this is tens of billions of dollars. Everyone knows both NVDA GPU and Google TPU revenues will grow tremendously. The question that determines where the stocks head is how much/how fast"
X Link 2025-11-26T18:05Z [---] followers, [---] engagements
"they actually decreased their margins a few quarters ago and now climbing back up to mid 70s. Sure one day it will go to 60s I think everyone knows that and thats why it's not trading at 40-50x fwd PE like AMD. Doubt it goes below [---] anytime soon personally. Also keep in mind Bessent mentioned exploring letting nvidia sell to china "as technology evolves" which could mean Rubin or Fineman. I agree it needs to consolidate somewhere between [---] and 195ish next couple months though. I'm bullish for a move to 190s shorter term"
X Link 2025-11-29T20:35Z [---] followers, [--] engagements
"If you missed $MU dont miss $RMBS. Sleeping giant with huge growth drivers going forward. Doesn't matter if you're an $nvda bull or a $goog TPU bull or crypto degenerate looking for a safe place to park a little cash. All AI needs better/more efficient memory and lots of it. SaaS/DBaaS are shifting from AI experiments to RAG vector long context agentic in production that means huge sticky memory hungry workloads. As infra hits the host-memory bottleneck clouds are pushed to CXL + DDR5/MRDIMMwhich is exactly Rambuss lane $rmbs SaaS/DBaaS are shifting from AI experiments to RAG vector long"
X Link 2025-12-02T15:52Z [---] followers, [---] engagements
"$RMBS $NVDA $MU the bull case for RMBS gets stronger by the week"
X Link 2025-12-09T17:59Z [---] followers, [----] engagements
"@FundaBottom $VICR is going to steal the title of most TPU alpha. If you dont know what I'm talking about you should read up on VICR or listen to the last couple earnings calls"
X Link 2025-12-10T13:43Z [---] followers, [---] engagements
"bingo I think theres like [--] of us talking about RMBS on X MU was similar [--] months ago now everyone is a "memory expert." They'll find this early next year. Check out VICR if you like RMBS. Similar setup with royalty biz headed towards 180m by [----] and a chip biz thats just getting off the ground. Cerebras is their launch customer and in negotiations with hypersscalers and oems (read: google/amazon/nvidia/amd)"
X Link 2025-12-11T02:42Z [---] followers, [---] engagements
"just from reading between the lines on the last earnings call. Hyperscaler qualification and potential direct investment from 1-2 customers for capacity expansion are the potential announcements I think we may see. Nothing is certain but I like our chances for at least the qualification a lot"
X Link 2025-12-12T01:21Z [---] followers, [--] engagements
"$AVGO $TSM $NVDA $GOOG $MU someone please explain why TF Avgo market cap is 40% higher than TSM when their largest customer can replace them so easily. Meanwhile intel and samsung have been failing miserably for [--] years trying to replicate TSMs alien like technology"
X Link 2025-12-12T02:35Z [---] followers, [---] engagements
"@HalalTrader $RDW in this space space also looks good:-) Huge call buying for jan/feb the last few days. I'll be looking to enter tomorrow"
X Link 2025-12-12T02:42Z [---] followers, [---] engagements
"$VICR held up REALLY well but it's not an optics play at all. It's a power delivery unit play and they're about to land Google AMD and eventually NVDA. Extremely strong lately and only 4b market cap fully justified by the royalty biz thats headed for 180m ARR in the next couple years. https://twitter.com/i/web/status/1999635452874358803 https://twitter.com/i/web/status/1999635452874358803"
X Link 2025-12-13T00:20Z [---] followers, [---] engagements
"$RMBS dip is a gift for those not in yet $MU earnings can send it much higher but of course short term anything can happen with market uncertainty. Times like this you need to double down on due dilligence. MRDIMM ramps in 2027(with $AMD and $INTC next gen cpu releases) and will have 4x the Rambus content vs todays technology. Dont even get me started on ddr6 having 50-60% more interconnects than ddr5(which grew interconnect content by 40% over ddr4). [----] not 2026- but markets are forward looking and these [--] new jedec standards tailored for AI are pushing way more money into Rambus hands."
X Link 2025-12-13T23:14Z [---] followers, [---] engagements
"@pbmech @The_AI_Investor that 500b number wasnt for [----]. Read cfo comments the day after jensen said 500b at gtc. Its more like 320-350b next year"
X Link 2025-12-17T03:23Z [---] followers, [--] engagements
"$VICR green in a sea of red. Are you guys paying attention yet -4b market cap -CEO/founder owns 47% stake -line of sight to 180m arr royalty revenue in next couple years -new chip fab w vertical power delivery modules being shipped to cerebras q1 -in talks with hyperscalers and oems for same kind of high end vertical power tech as cerebras(hint: they wont have much choice but to move to vicr and the ceo knows that which is why he owns so much) $NVDA $GOOG $AMD $MU $AMZN $RMBS $AVGO $META $MSFT $LITE $COHR $AAOI https://twitter.com/i/web/status/2001395792113004953"
X Link 2025-12-17T20:55Z [---] followers, [----] engagements
"doubt it leads to demand destruction they can give that guide because the memory is already spoken for. Increased capex to bring on more supply Chinese memory makers bringing on more commodity dram supply. Prices stay elevated next [--] months and then taper off. $RMBS benefits as much as Micron from all this as the need for more efficient/faster memory comes under the spotlight"
X Link 2025-12-17T23:26Z [---] followers, [----] engagements
"$MU $NVDA $AVGO $GOOG $AMD $RMBS $LITE $TSM $VICR Micron was previously expecting 100b HBM TAM in [----] and today they are saying 100b by [----]. If we applied 30% CAGR(its now accelerated to 40% CAGR) from the [----] number to the previous [----] target that means they were previously expecting a 60b TAM in [----]. Now [----] TAM is 100b or 66% higher than prior expectations. This is bigger than it looks at first glance its way more than just "2 year pull forward." https://twitter.com/i/web/status/2001486278068703665 https://twitter.com/i/web/status/2001486278068703665"
X Link 2025-12-18T02:54Z [---] followers, [---] engagements
"$NVDA $MU this is all so bullish for $VICR and $BE. Vicor chart has shown amazing relative strength recently as their new chip fab ramps vertical power delivery modules for cerebras while management is in talks with google amazon nvda and amd to use the same technology. Meanwhile Bloom is down over 30% from the peak and still the best time to power solution on earth and doubling their capacity in [----]. Market cap got stretched and ahead of itself but from current levels heading into [----] its a great risk:reward with what we now know after Micron earnings and below from @jukan05"
X Link 2025-12-19T00:33Z [---] followers, [---] engagements
"@JoshTradeOption @fryktligefrank @thejefflutz no they didnt. they said they'd exit q1 ebitda positive. That isn't cashflow positive huge difference. I am bullish on EOSE and own a lot of shares. But cashflow positive wont happen till way later"
X Link 2025-12-19T01:24Z [---] followers, [--] engagements
"@ChristophHorze1 @The_Analyst_Lab @jukan05 💯 and the hidden beneficiary nobody is talking about(except for [--] of us on X) is $RMBS. HUGE growth drivers in [--] for them with over 40% organic growth coming in [--] before those new standards roll out"
X Link 2025-12-19T17:41Z [---] followers, [--] engagements
"@JoshTradeOption I hope you get called on those too haha"
X Link 2025-12-20T01:55Z [---] followers, [---] engagements
"Seeing a lot of posts like this on my feed. @fundstrat big [--] are actually all saying the same thing. Big correction H126 then new highs in q4. Could easily just be them wanting investors to take the win from having been the most right the last [--] years and hope for another April like crash to deploy capital again. I give their scenario 30% probability of playing out. Fundstrats head of digital asset strategy Sean Farrell says $BTC to $60k as base case 1H [----]. Fundstrats head Tom Lee says $BTC to ATHs even up to $200k by end of Jan [----]. Is this normal for funds to contradict each other within"
X Link 2025-12-21T03:37Z [---] followers, [---] engagements
"$NVDA $GOOG $MU $AVGO $AMD $RMBS $VICR on an absolute tear lately. First customer Cerebras ready to IPO soon. In negotiations with major hyperscalers and oems. Its still cheap at $5b. Not selling a single share yet. $VICR green in a sea of red. Are you guys paying attention yet -4b market cap -CEO/founder owns 47% stake -line of sight to 180m arr royalty revenue in next couple years -new chip fab w vertical power delivery modules being shipped to cerebras q1 -in talks with hyperscalers $VICR green in a sea of red. Are you guys paying attention yet -4b market cap -CEO/founder owns 47% stake"
X Link 2025-12-23T00:19Z [---] followers, [---] engagements
"$LITE $COHR $POET $AAOI the strongest photonics stock by far today. The market finally figuring out how big of an inflection point the recent news was here. Highly likely that $AMZN will make a direct investment into AAOI early next year to ramp up capacity needed to meet their aspirational trainium numbers. 1/10th the market cap of LITE. LITE is obviously a better company but Im not so sure its a better stock even after this runup on AAOI. Holding a couple thousand shares from [--] after selling the pop in mid 30s a couple weeks ago. Will likely hold most of these long"
X Link 2025-12-23T00:48Z [---] followers, [---] engagements
"$EOSE this is gonna bore and shake retail out. I added 3k more shares at [-----] today. It might go to $10.80-11 but Im betting on a slew of PRs for the new line and new huge orders the next [--] months. Capital raise at [-----] and doe owning warrants is big validation. And one thing I dont see anyone talking about is the tax credits they will be earning. High probability of a move back to [--] in near term(1-2 mos)and above $20-21 medium term (mid next year) IMO"
X Link 2025-12-23T20:36Z [---] followers, [----] engagements
"@BenBajarin dont sleep on $VICR and $RMBS"
X Link 2025-12-24T22:11Z [---] followers, [---] engagements
"@HelloGo78598860 @Yuchenj_UW way too soon. HBM isnt going anywhere. You should be long $RMBS and $VICR though"
X Link 2025-12-25T13:29Z [---] followers, [--] engagements
"@jukan05 @insane_analyst @andrawesbahou lol getting ahead of yourself here. Nvidia isnt replacing their architecture; highly likely they make some ancillary products or minor adjustments but no way theyre overhauling and going away from gpu IMO. Your dram boys will be printing money for years to come"
X Link 2025-12-25T16:37Z [---] followers, [--] engagements
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