#  @jor0s3n Johan Johan posts on X about asml, ai, $avgo, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2786061979/interactions)  - [--] Week [-----] -56% - [--] Month [------] -25% - [--] Months [-------] +75% - [--] Year [-------] -79% ### Mentions: [--] [#](/creator/twitter::2786061979/posts_active)  - [--] Month [--] -27% - [--] Months [--] +200% - [--] Year [--] -27% ### Followers: [-----] [#](/creator/twitter::2786061979/followers)  - [--] Week [-----] +0.13% - [--] Month [-----] +0.66% - [--] Months [-----] +4.50% - [--] Year [-----] +5.60% ### CreatorRank: [---------] [#](/creator/twitter::2786061979/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) [travel destinations](/list/travel-destinations) [us election](/list/us-election) **Social topic influence** [asml](/topic/asml), [ai](/topic/ai), [$avgo](/topic/$avgo) #173, [in the](/topic/in-the), [$besi](/topic/$besi), [$asml](/topic/$asml), [dock](/topic/dock), [gpu](/topic/gpu), [$amd](/topic/$amd), [$cohr](/topic/$cohr) **Top accounts mentioned or mentioned by** [@pgwahlen](/creator/undefined) [@johaningero](/creator/undefined) [@investeraren](/creator/undefined) [@nemcapse](/creator/undefined) [@thegruvfyllo](/creator/undefined) [@skarpskytt](/creator/undefined) [@franzenfabian](/creator/undefined) [@jonssonhenrik](/creator/undefined) [@shekarabi](/creator/undefined) [@quartrapp](/creator/undefined) [@gustavo01585102](/creator/undefined) [@pokertrader1](/creator/undefined) [@olaspannar](/creator/undefined) [@mobilitysweden](/creator/undefined) [@fr3dweiser](/creator/undefined) [@snaljapen](/creator/undefined) [@spekkarn](/creator/undefined) [@skaaltamigfan](/creator/undefined) [@tomhedrup](/creator/undefined) [@mangan7](/creator/undefined) **Top assets mentioned** [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Coherent Inc (COHR)](/topic/$cohr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Metadium (META)](/topic/$meta) [Kasta (KASTA)](/topic/kasta) [MACOM Technology Solutions Holdings, Inc (MTSI)](/topic/$mtsi) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) ### Top Social Posts Top posts by engagements in the last [--] hours "@Gustavo01585102 Svenska politiker vgar inte pga alla tillmlen de lr tillskrivas i media. Det kommer handla om "utrensning" "stveltramp" hot mot "liberala demokratin" osv. Minns du hur det lt nr regeringen slog samman milj- och nringsdepartementet 😂" [X Link](https://x.com/jor0s3n/status/1726512281029370184) 2023-11-20T08:06Z [----] followers, [--] engagements "@pokertrader1 Och d r det dr trots rejl FX-medvind under perioden. Tufft med sdan exponering mot konsument.😬 Lste snabbt "hllbarhets"-kriterierna. Utesluter givetvis kategoriskt den vsterlndska frsvarsindustrin trots brinnande krig runt knuten" [X Link](https://x.com/jor0s3n/status/1734352233872097761) 2023-12-11T23:19Z [----] followers, [----] engagements "Bolaget tror de ska kunna klara en kapitalintensitet om 25% i det medellnga perspektivet. Men fr mig lter det som nsketnk givet att TSMC sannolikt kommer ligga kring 35%. Slutsatsen r att det infr kommande marknadscykel finns GODA mjligheter i utrustningsleverantrer" [X Link](https://x.com/jor0s3n/status/1736835984178708850) 2023-12-18T19:49Z [----] followers, [---] engagements "Kort terblick nu nr marknaden tagit sig genom en nedgng i efterfrgan av olika typer av halvledarutrustning. Kptes en korg av ASML och KLA i aug [----] har den idag avkastat 36% dvs 20ppt hgre n en korg av Lam Research och Applied Materials" [X Link](https://x.com/jor0s3n/status/1737157023937040534) 2023-12-19T17:04Z [----] followers, [---] engagements "P botten i okt [----] hade korgen med Lam Research och Applied Materials fallit -50% medan ASML och KLA lg p -30%. Skriver dessa inlgg fr att flja upp mina resonemang. Men s klart kul om det ven kan hjlpa andra infr kommande marknadscykel" [X Link](https://x.com/jor0s3n/status/1737157133353836949) 2023-12-19T17:05Z [----] followers, [---] engagements "Det r primrt KLA som drivit avkastningen fr korgen med ASML. ASML fick dock mjukare nedgng n bde Applied Materials och Lam Research. Orsaken att ASML laggar r nog fr att de i hgre utstrckning varit freml fr tech-"kriget mellan USA & Kina" [X Link](https://x.com/jor0s3n/status/1737160609987264847) 2023-12-19T17:18Z [----] followers, [---] engagements "@olaspannar @mobility_sweden Frfrligt att vlstllda stadsbor inte lngre fr sina elbilar pyntade av vriga skattebetalare😡" [X Link](https://x.com/jor0s3n/status/1742274518381388211) 2024-01-02T19:59Z [----] followers, [---] engagements "@PGWahlen Med tanke p dagens akuta behov av materiel och ammunition (produktionskapacitet) r det vl dock inte helt osannolikt att vsterlndsk frsvarsindustri kan st infr ett strre finansieringsbehov" [X Link](https://x.com/jor0s3n/status/1744852613202366609) 2024-01-09T22:44Z [----] followers, [--] engagements "@JohanIngero Mrkte det nere i Tyskland fr ngra r sedan. Vad som hade varit 0.65l milen i Sverige var helt pltsligt 0.55l milen p tysk diesel. En s kallad dubbelblsning utan ngon som helst nytta fr ngot mer n statskassan korrupta politiker och Preem" [X Link](https://x.com/jor0s3n/status/1746120514110673113) 2024-01-13T10:42Z [----] followers, [----] engagements "Nu nr Frostpunk [--] nrmar sig fr man flashbacks frn slppet av ettan. Spelsektorn var grovt underanalyserad. Gyllene lge efter lge dk upp (G5 CD Projekt Frontier Developments & [--] Bit). Frvaltare satt och fiskade case p fintwitt. Good ol' days 'By union the smallest states thrive. by discord the greatest are destroyed.' Wishlist #Frostpunk [--] https://t.co/FDp3KEtBAc #TheCityMustNotFall https://t.co/rR20w0302L 'By union the smallest states thrive. by discord the greatest are destroyed.' Wishlist #Frostpunk [--] https://t.co/FDp3KEtBAc #TheCityMustNotFall https://t.co/rR20w0302L" [X Link](https://x.com/jor0s3n/status/1747332518720725169) 2024-01-16T18:58Z [----] followers, [--] engagements "Fel. ASML har aldrig tagit order p EUV till Kina. I Q4 uppgick orderingngen fr EUV till EUR5.6b 61% av total orderingng. Resterande EUR 3.6b fr DUV sticker inte ut som ngon strre orderhysteri givet att snittet per kvartal sedan [----] r EUR 2.9b. The reason for explosion in ASML backlog is flood of Chinese orders to frontrun Biden sanctions on EUV orders; China has ordered several years worth of "demand" in last [--] quarters as crackdown on Chinese imports started https://t.co/JNgnbTTuVX The reason for explosion in ASML backlog is flood of Chinese orders to frontrun Biden sanctions on EUV orders;" [X Link](https://x.com/jor0s3n/status/1750243937124573454) 2024-01-24T19:47Z [----] followers, [----] engagements "Att ASML under ett enskilt kvartal tar EUV-order fr EUR 5.6b jmfrt med snittet om EUR 2.5b per kvartal sedan [----] och EUR 1.2b under Q1-Q3 [----] visar tydligt hur sentimentet i sektorn har svngt. Det tystar dessutom tminstone tillflligt alla trendiga EUV-skeptiker" [X Link](https://x.com/anyuser/status/1750245414324895875) 2024-01-24T19:53Z [--] followers, [--] engagements "Kul att se CTT som r ett av brsens finaste smbolag prestera rejlt i Q4. Nedan graf synliggr caset eftersom Boeing och Airbus kommande tv r kommer rampa produktionen av [---] och A350. Kombinerat med nya 777x lr CTTs topline utvecklas mycket fint kommande [--] ren" [X Link](https://x.com/jor0s3n/status/1754911646214951307) 2024-02-06T16:55Z [----] followers, [--] engagements "Fr att stta siffror p det s omstter CTT idag ungefr lika mycket per kvartal som strax innan pandemin. TROTS att OEM-frsljningen inte ens utgr 20% av vad den d gjorde" [X Link](https://x.com/jor0s3n/status/1754912656505409951) 2024-02-06T16:59Z [----] followers, [--] engagements "Brasklappen som skulle bidra ytterligare ovanp tillvxten fr befintlig business r ett genombrott med Bombardier och deras nya Global [----]. Ngot som marknaden hoppats p lnge rrande Global [----] men dr ledtider och annat underskattats" [X Link](https://x.com/jor0s3n/status/1754914279843606914) 2024-02-06T17:05Z [----] followers, [--] engagements "Coherent en AI/ML-underdog imo levererade en fin rapport som indikerar att de passerat marknadscykelns botten. Main takeaway r att deras frsljning av 800G tranceivers vxte 100% sekventiellt. Det r drmed en av deras snabbaste frsljnings-ramp av ny produkt ngonsin" [X Link](https://x.com/jor0s3n/status/1754927503553040613) 2024-02-06T17:58Z [----] followers, [--] engagements "Med facit i hand var ven investeringen om $1bn som Coherent erhll (frn Denso och Mitsubishi Electric) fr 25% av SiC-businessen vldigt vltajmad. Detta eftersom SiC-aktrer eftert sett vikande efterfrga frn EV-marknaden vilket straffat vrderingar" [X Link](https://x.com/jor0s3n/status/1754927505679561196) 2024-02-06T17:58Z [----] followers, [--] engagements "Jag tror det kan finnas betydligt strre bolag som just nu tittar p exponering mot photonics och teknologins framtid inom datacenter. Coherents marknadsposition r nog lockande bde fr bolag som redan har AI/ML-exponering men framfrallt de som idag saknar strre exponering" [X Link](https://x.com/jor0s3n/status/1754927507860607435) 2024-02-06T17:58Z [----] followers, [--] engagements "Aktien upp 16% idag. Och 75% sedan investeringen frn Denso och Mitsubishi Electric i brjan av oktober frra ret" [X Link](https://x.com/jor0s3n/status/1754929252024111576) 2024-02-06T18:05Z [----] followers, [--] engagements "Vilka "alla" r det vanligt att Nvidia designat chip t tidigare Broadcom och Marvell har hittills dominerat marknaden fr custom designed chips. Skulle sga det defintivt r verraskande att Ericsson str bland de frsta i k fr Nvidias nya initiativ" [X Link](https://x.com/jor0s3n/status/1756220367620731099) 2024-02-10T07:35Z [----] followers, [--] engagements "@fr3dweiser Ja lite negativt kanske relativt sett. Jag lutar dock t att den nya AI-vertikalen och allt kringliggande vxer tillrckligt mycket fr att varken Broadcom Marvell eller AMD ska frlora i absoluta tal p att Nvidia ger sig in i leken" [X Link](https://x.com/jor0s3n/status/1756249099936952617) 2024-02-10T09:29Z [----] followers, [--] engagements "Inference training. Skrev om detta i en sektor-rapport redan i Sept frra ret. Detta r det ultimata beviset fr att nuvarande investeringsvg inte drivs av hype utan av faktiskt anvndande. I framtiden kommer edge inference bli stor volym-drivare" [X Link](https://x.com/jor0s3n/status/1760436045668143329) 2024-02-21T22:47Z [----] followers, [--] engagements "Vill ven betona att det r lngt ifrn sjlvklart att just Nvidias flskiga GPU:s kommer segra betrffande kostnadseffektiv inference i framtiden. Men det terstr att se. Idag finns det dock inte mnga alternativ att vlja mellan" [X Link](https://x.com/jor0s3n/status/1760438660309094721) 2024-02-21T22:57Z [----] followers, [--] engagements "@Snaljapen @Investeraren @Spekkarn @NemCapSE Konkurrensen lr ka frn alternativ. Framfrallt rrande drift av trnade modeller. Men d talar vi sannolikt inte "commoditizing" av GPU utan om substitut. Te x ASICs & FPGAs. Nvidias GPU moat stavas CUDA och NVLink. Svrt gra commodity av kombon" [X Link](https://x.com/jor0s3n/status/1761319390128054590) 2024-02-24T09:17Z [----] followers, [--] engagements "@TheGruvfyllo Mnga hot takes i den trden 😅 Commodity eller inte jag tycker den allra viktigaste punkten r hur stor marknaden kommer vara inom [--] r. Detta r ett helt nytt stt att utfra computing p. En helt ny vertikal. Framtida ekosystemet av AI-applikationer lr avgra frgan" [X Link](https://x.com/jor0s3n/status/1761321174280138975) 2024-02-24T09:24Z [----] followers, [--] engagements "Intressant trd och komplex frgestllning. Jag tror den allra viktigaste frgan r hur stor marknaden fr AI-chip kommer vara inom [--] r. Och hur mnga AI-applikationer som d uppfunnits. Verkar innovationen inom AI redan vara avtagande Nej. 🧵👇" [X Link](https://x.com/jor0s3n/status/1761336183353721315) 2024-02-24T10:24Z [----] followers, [--] engagements "Vidare r hyperscale-aktrerna som idag kper in AI-hrdvara sannolikt inte s korkade att de kapplper fr att "skra upp" hrdvara fr mnga r framver. Detta eftersom dagens hrdvara ur en cost/performance-aspekt kommer brja bli teknologiskt obsolet inom enbart 3-4 r" [X Link](https://x.com/jor0s3n/status/1761336189842260295) 2024-02-24T10:24Z [----] followers, [--] engagements "Men precis som vriga halvledarindustrin lr ven AI-chip bli en cyklisk slutmarknad. Det kanske vi ser redan [----]. S hur kan jag vara hyfsat sker p att Nvidia kommer slja fler GPUs kommande r(en) TSMC r tydliga med att det rder kapacitetsbrist av avancerad paketering" [X Link](https://x.com/jor0s3n/status/1761336193147396449) 2024-02-24T10:24Z [----] followers, [--] engagements "Men som jag nmnt i tidigare trdar r det fullt mjligt att Nvidias GPUs inte kommer dominera framtida inference (driften av trnade modeller). Detta eftersom det finns mer energi- och drmed kostnadseffektiva alternativ beroende p applikation" [X Link](https://x.com/jor0s3n/status/1761336210222350740) 2024-02-24T10:24Z [----] followers, [--] engagements "Men d talar vi snarare om att exempelvis ASICs (te x Groq) eller FPGAs kommer in som energi/kostnadseffektiva substitut till GPUs. Inte att ngon lyckas kopiera hela Nvidias moat och pressa priserna. Fr trning av modeller r Nvidias position i min mening betydligt skrare" [X Link](https://x.com/jor0s3n/status/1761336213720478020) 2024-02-24T10:24Z [----] followers, [--] engagements "Micron Technology $MU upp 6% p nyheten att de inlett volymproduktion av HBM3E-minnen. Ska bland annat anvndas i Nvidias H200 frn och med H2 [----]. Ibland r marknaden inte speciellt effektiv eftersom ungefrlig tidpunkt "tidigt 2024" varit knt sedan tidigare" [X Link](https://x.com/jor0s3n/status/1762173486863187981) 2024-02-26T17:51Z [----] followers, [--] engagements "Brukar inte vilja kasta skit eftersom jag vet det r ltt att g snett i investeringar. MEN. jag tycker faktiskt det r bedrvligt att marknadsfra en "tech"-fond mot retail-investerare samtidigt som fonden knappt haft ngon exponering mot hrdvara (idag 2.45%). Detta under flera r d tech-vrlden nstan uteslutande pratat om halvledare. Det r faktiskt RIKTIGT dligt" [X Link](https://x.com/jor0s3n/status/1762219076766531706) 2024-02-26T20:52Z [----] followers, [--] engagements "@NemCapSE Vad pratar du om Inte skapats ngon strre avkastning Bertta grna mer" [X Link](https://x.com/jor0s3n/status/1762226633316962761) 2024-02-26T21:22Z [----] followers, [--] engagements "@skaaltamigfan Det r nog litografi-maskiner du tnker p som har brutalt hg capex. Upp mot $180 miljoner styck. I Europa finns dessa enbart i Intels fabrik p Irland i dagslget" [X Link](https://x.com/jor0s3n/status/1762539332525522992) 2024-02-27T18:04Z [----] followers, [--] engagements "@TomHedrup Nej Tom det r du som nnu en gng visar dig obildad genom att frneka politikernas verktygslda mot inflation dvs finanspolitiken. Jag frstr varfr M frlorade Stockholm om det var din kompetens som partiet lutat sig p. Utbildning allmnbildning" [X Link](https://x.com/jor0s3n/status/1765509086886392074) 2024-03-06T22:45Z [----] followers, [--] engagements "@PGWahlen Alliansfriheten har tjnat sitt syfte och r en fin tanke i grunden. Den har medfrt mycket gott fr Sverige exempelvis att vi har fina Saab och en unik teknologisk frmga fr ett s litet land. Men mycket har frndrats sedan [----] [----] och defintivt sedan 2022" [X Link](https://x.com/jor0s3n/status/1765791063069880610) 2024-03-07T17:26Z [----] followers, [--] engagements "@Skarp_skytt @PGWahlen Inget av det du nmner motsger faktumet att exempelvis svensk teknologisk frmga gynnats av det. Oavsett hur vra fiender sett p oss" [X Link](https://x.com/jor0s3n/status/1765800097890078755) 2024-03-07T18:02Z [----] followers, [--] engagements "@Skarp_skytt @PGWahlen Givet hur stort Saab r och varit i termer av antal anstllda ingenjrer har det sannolikt haft en ganska stor historisk spridningseffekt utver enbart vapenteknologi. Men visst priset fr det har givetvis varit en hgre risk och oskerhet" [X Link](https://x.com/jor0s3n/status/1765802341180084615) 2024-03-07T18:10Z [----] followers, [--] engagements "@mangan7 @PGWahlen Du fr ta och lsa mina andra svar i trden" [X Link](https://x.com/jor0s3n/status/1765815830091047303) 2024-03-07T19:04Z [----] followers, [--] engagements "ASML upp 21% sedan Q4 den [--] januari. Om utvecklingen reflekterar framtida efterfrgan av EUV/High-NA EUV skulle jag brja titta p te x Atlas Copco som i min mening laggar relevanta peers. Framfrallt om man zoomar ut utanfr [--] riga prognosperioden" [X Link](https://x.com/jor0s3n/status/1766139366794055760) 2024-03-08T16:30Z [----] followers, [--] engagements "Infr Nvidia's keynote p mndag och OFC veckan efter har jag skrivit om vilka utmaningar AI mter i datacentret. Omnmnda bolag: Nvidia SK Hynix Micron Technology Broadcom Celestial AI Lightmatter Ayar Labs Sivers Semiconductors Macom Rambus mfl" [X Link](https://x.com/anyuser/status/1768951793927573982) 2024-03-16T10:45Z [----] followers, 10.6K engagements "@StefanThelenius @Franzen_Fabian @alden_niklas Tack Stefan Hann inte svara p din frga men jag tror mitt budskap gick fram nd :)" [X Link](https://x.com/jor0s3n/status/1775979318595764511) 2024-04-04T20:10Z [----] followers, [--] engagements "@Investeraren Mste vara baserat p gammal info. Dagens leading-edge fabs kostar mellan USD 20-30bn" [X Link](https://x.com/jor0s3n/status/1777735063922237454) 2024-04-09T16:27Z [----] followers, [--] engagements "Just published my thoughts of yesterday's Q1 report by $ASML. Overall sluggish quarters are nothing new for ASML. The company clearly anticipates an increase in activity from H2 [----] and beyond. My post can be read at: https://siliconmatter.substack.com/p/asml-q1-main-takeaways https://siliconmatter.substack.com/p/asml-q1-main-takeaways" [X Link](https://x.com/jor0s3n/status/1781031551330832854) 2024-04-18T18:46Z [----] followers, [----] engagements "With $TSMC maintaining its capital expenditure target of $28-32 billion for [----] it is not unreasonable to expect H2 [----] to become quite EUV intense for ASML. I know that some expected TSMC to increase its target today but that will likely happen for [----] instead" [X Link](https://x.com/jor0s3n/status/1781050650568138969) 2024-04-18T20:02Z [----] followers, [---] engagements "Regardless ASML's DUV order book continues to look solid (see delta between ordered and sold DUV tools in the chart below). A so-so quarter will not change that. Btw I added a few more things to the post" [X Link](https://x.com/jor0s3n/status/1781195895062614112) 2024-04-19T05:39Z [----] followers, [---] engagements "Trevlig information frn bde Melexis och Texas Instruments idag. Lager-korrigeringen inom automotive-segmentet verkar vara frbi nu. Extra intressant fr halvledartillverkare med hg exponering mot automotive exempelvis X-FAB Infineon NXP och ON Semi" [X Link](https://x.com/jor0s3n/status/1783163651660148893) 2024-04-24T15:58Z [----] followers, [--] engagements "Nmnde i poddavsnittet fr ngra veckor sedan att halvledartillverkare (ej bara TMSC) kan brja bli intressanta att titta p. Just pga de svaga consumer- och automotive-segmenten. Mnga har gtt knackigt. Kul med besked om en vndning frn tv olika bolag under en period av 24h" [X Link](https://x.com/jor0s3n/status/1783163666835054832) 2024-04-24T15:58Z [----] followers, [--] engagements "@Murberget1 @JonasBackman2 Lumentum Macom Broadcom och Sivers har nog alla goda chanser att f dela p den framtida marknaden. Globala InP-kapaciteten r begrnsad. Men Sivers blir mer ett pure-play och verkar hittills vara den leverantr som kan tillverka vassast arrays fr just denna applikation" [X Link](https://x.com/jor0s3n/status/1783591700662833418) 2024-04-25T20:19Z [----] followers, [--] engagements "Nyckeln fr Intel r att komma ifatt och i bsta fall terta tech leadership. Detta krvs fr att bolaget ska vinna tillrckligt viktiga kunder (volym) fr att deras Foundry-satsning ska bli lnsam. Lyckas inte detta fram till 2028/2030 ngon gng s r det nog tack och adj" [X Link](https://x.com/jor0s3n/status/1783887715513024897) 2024-04-26T15:55Z [----] followers, [--] engagements "Bolaget satsar nu hrt p EUV och kommer sannolikt vara den frsta aktren som erbjuder tillverkning med hjlp av High-NA EUV. Det i sig r dock ingen garanti fr framgng. Men det r tminstone ett steg framt. Intel har inte varit s hr pass framtlutade p vldigt lnge" [X Link](https://x.com/jor0s3n/status/1783887719434801214) 2024-04-26T15:55Z [----] followers, [--] engagements "@Kort_sikt En frutsttning fr att f med sig ett sjlvml r vl dock att ha ngot som tminstone kan liknas vid ett anfallsspel" [X Link](https://x.com/jor0s3n/status/1784569877971247378) 2024-04-28T13:06Z [----] followers, [--] engagements "Fick fr ett tag sedan frgan hur jag investerar. Nedan chart visar nuvarande exponering. Den har frndrats kraftigt genom ren. Fr [--] r sedan stod gamingsektorn (innan medellders kostymnissar brjade kasta pengar p den) fr en liknande andel som halvledarsektorn idag gr" [X Link](https://x.com/jor0s3n/status/1785036288145375561) 2024-04-29T19:59Z [----] followers, [--] engagements "Marknadens topline-prognos fr Nvidia ser imo fortsatt hyfsat korrekt ut kommande [--] ren. TSMC har sedan tidigare avsett dubblera sin CoWoS-kapacitet frn 15k/mnad [----] till 30k [----]. Nu ska kapaciteten upp mot 50k/mnad pga Nvidia och AMD bokat all ledig kapacitet t.o.m 2025" [X Link](https://x.com/jor0s3n/status/1787350506496516302) 2024-05-06T05:15Z [----] followers, [--] engagements ""With inflation falling interest rates coming down and the peso on fire in one market Milei is already proving the global Left-wing economic establishmentaddicted to bigger government and endless deficitswrong" Milei-effekten: https://www.telegraph.co.uk/business/2024/05/04/argentina-javier-milei-proving-left-wing-economy-wrong/ https://www.telegraph.co.uk/business/2024/05/04/argentina-javier-milei-proving-left-wing-economy-wrong/" [X Link](https://x.com/jor0s3n/status/1788264552758407171) 2024-05-08T17:47Z [----] followers, [----] engagements "Tydlig markering mot antisemitism hat och :s diverse marionetter - genom en musiktvling. Vore intressant att veta procentuell frdelning i 12p-lnderna och totalt av alla rster. Misstnker den var hg. Ps. 1000p till & polis fr nrvaro och insats" [X Link](https://x.com/jor0s3n/status/1789643973188878657) 2024-05-12T13:09Z [----] followers, [--] engagements "Inom mjukvara ingen aning. Dremot blir hrdvara given vinnare. Skulle reka poddavsnittet jag deltog i fr att f bredare bild av hrdvara. Frutom the usual suspects (Nvidia Marvell Broadcom TSMC och diverse olika equipment-leverantrer) tror jag power electronics (SiC) underskattas av markanden just nu eftersom allt hgre krav p energieffektiv infrastruktur kommer stllas i framtiden" [X Link](https://x.com/jor0s3n/status/1790265387726016773) 2024-05-14T06:18Z [----] followers, [--] engagements "@stckpkr Det kommer aldrig ske en AI-boom i europeiska datacenter. Det finns en stor anledning till att Europa inte ens har 5% av dagens AI FLOPs. Europeisk energimix kraftiga importberoende r en fet rdflagg. MS-analytikern frsker i bsta fall generera ngra affrer t mklardesken" [X Link](https://x.com/jor0s3n/status/1790860604376256848) 2024-05-15T21:43Z [----] followers, [--] engagements ""HBM3e to make up 35% of advanced process wafer input by end of 2024" "Without significant investment in expanding capacity the prioritization of HBM could lead to insufficient DRAM supply due to capacity constraints" Sweet https://twitter.com/jor0s3n/status/1770550176102392031 https://www.trendforce.com/presscenter/news/20240520-12143.html Skrev i min senaste artikel om varfr minnestillverkarna kan st infr en riktigt stark cykel. Ngot som delvis redan prisats in (tminstone mer n vad som brukar prisas in i denna fas). https://t.co/ZeIyGESAuj" [X Link](https://x.com/jor0s3n/status/1792988302712152295) 2024-05-21T18:38Z [----] followers, [----] engagements "@Ygeman Vad rker du Sossarnas kompisar i den iranska regimen gratulerade honom dock. https://www.politico.eu/article/giorgia-meloni-volodymyr-zelenskyy-eu-should-hurry-up-and-let-ukraine-in/ https://www.politico.eu/article/giorgia-meloni-volodymyr-zelenskyy-eu-should-hurry-up-and-let-ukraine-in/" [X Link](https://x.com/jor0s3n/status/1798097709704040882) 2024-06-04T21:01Z [----] followers, [----] engagements "@NothingBreturn Big brother is watching you. Sknt stt att vidareutveckla sin AI dock. Genom att lsa av anvndares mejlkorrespondens😅" [X Link](https://x.com/jor0s3n/status/1800282831236767959) 2024-06-10T21:44Z [----] followers, [--] engagements "@MEDClementz @Aktiediplomaten @EkonomiGabriel gandertten glmdes bort i ivern att kasta skit p Musk 😂" [X Link](https://x.com/jor0s3n/status/1800436546694266981) 2024-06-11T07:54Z [----] followers, [--] engagements "Som jag misstnkte hade marknaden prisat in cykeln lite vl. Q3 topline och EPS-beat. Q4 outlook r dremot hyfsat i linje med frvntan. Rejlt med pisk AH. Ganska aggressiv capex-plan fr FY2025. Tyder nog p att cykeln kan bli lngre n "normalt". $MU" [X Link](https://x.com/jor0s3n/status/1806062631335371208) 2024-06-26T20:31Z [----] followers, [--] engagements "@JonahLupton It is too late to start building a position in $MU during this cycle mate. Awful risk/reward" [X Link](https://x.com/jor0s3n/status/1806432765358768201) 2024-06-27T21:01Z [----] followers, [----] engagements "Kamala Harris lyckades inte ta sig till Demokraternas frsta primrval i Iowa [----] utan hoppade av infr. Pollade omkring 3% d. Hon kommer inte bli slutlig kandidat. Och om hon blir det s sger "populariteten" infr primrvalen en del om utsikterna. https://x.com/TulsiGabbard/status/1815122213479276897 Bidens out Kamala is in. Dont be fooled: policies wont change. Just like Biden wasnt the one calling the shots Kamala Harris wont be either. She is the new figurehead for the deep state and the maidservant of Hillary Clinton queen of the cabal of warmongers. They will https://t.co/pdwLQwJzR8" [X Link](https://x.com/jor0s3n/status/1815128111152771551) 2024-07-21T20:53Z [----] followers, [----] engagements "@ObscurValuation Atlas Copco. Market leader within industrial compressors. Nicely priced vs. for example Ingersoll Rand. Particularly if also taking into consideration a large and attractive exposure to the semiconductor industry (fab infrastructure) with their vacuum pump offering" [X Link](https://x.com/jor0s3n/status/1816591785906557091) 2024-07-25T21:50Z [----] followers, [----] engagements "Micron Technology $MU nu -30% sedan 17e juni. Samtidigt som tidigare kursuppgng var driven av AI-FOMO tror jag inte det redan r dags att fullt ut prisa in en nedgng av marknadscykeln. Men terstr att se nr/om det r dags att agera p uppsidan igen" [X Link](https://x.com/jor0s3n/status/1818307206946717779) 2024-07-30T15:26Z [----] followers, [--] engagements "Onsemi $ON rapporterade Q2 igr. Detta var intressant rrande EV och silicon carbide (Aehr Test Systems & Aixtron $AEHR $AIXA). Trots en fr nrvarande lgre EV-tillvxttakt s r SiC-penetrationen lg. Samtidigt pushar alla OEMs fr infrande av SiC i framtida modeller" [X Link](https://x.com/jor0s3n/status/1818311826448490753) 2024-07-30T15:44Z [----] followers, [--] engagements "@TheGruvfyllo Yes jag sjlv hade grna sett debatt redan imorgon mellan bda. Och tror nog det blir av frr eller senare. Spekulerar mer kring vad som kan vara ren strategi fr nrvarande och varfr. Detsamma Per" [X Link](https://x.com/jor0s3n/status/1819465857724305629) 2024-08-02T20:10Z [----] followers, [--] engagements "Harris real politics: - Wants open border policy - Wants price controls - Wants to increase tax on capital gains to 45% - Wants to increase corporate tax to 28% - Wants to ban fracking - Compared ICE (border police) to KKK - Wanted to defund the police Well good luck with that" [X Link](https://x.com/jor0s3n/status/1825996237754994867) 2024-08-20T20:40Z [----] followers, [----] engagements "X-FAB is a small European semiconductor foundry with a market cap of $800m. It operates manufacturing facilities in the US Malaysia and Europe with a focus on automotive industrial and medical sectors" [X Link](https://x.com/jor0s3n/status/1830945795199160757) 2024-09-03T12:27Z [----] followers, [---] engagements "X-FAB's growth potential seems to be undervalued due to current and short-term market conditions for the EV SiC and industrial segments Major SiC players however like STMicroelectronics and Onsemi continues to invest in SiC capacity despite current market fear" [X Link](https://x.com/jor0s3n/status/1830945811112358045) 2024-09-03T12:27Z [----] followers, [---] engagements "X-FAB'S strong business partnership and LTAs with Melexis a major and significant customer supports its ambitious expansion plans. Despite a challenging current market X-FAB can be perceived as s compelling risk/reward opportunity with its NTM EV/EBITDA of 3x" [X Link](https://x.com/jor0s3n/status/1830945814576836829) 2024-09-03T12:27Z [----] followers, [---] engagements "@roversfan09 Yeah he is obviously bad at handling players. I remember when Jon Dahl Tomasson told media that 18-year old Sebastian Nanasi was not good enough for Malm FF. Now [--] years later Malm FF sold Nanasi for EUR [--] million to Strasbourg. Would not have happened under JDT" [X Link](https://x.com/jor0s3n/status/1833256438681989547) 2024-09-09T21:29Z [----] followers, [----] engagements "Exciting for Aixtron if accurate👇 It is also worth mentioning that Germany seems to evaluate introducing BEV incentives once again. One can have personal opinions about it (I do) but simultaneously play by the book. https://x.com/BeuvingJordy/status/1833433403137339728 Samsung carefully sets foundry layout by importing GaN equipment in 2Q24 $AIXA $ASM $NXP $STM $IFX https://t.co/ZVc9M6jaww https://x.com/BeuvingJordy/status/1833433403137339728 Samsung carefully sets foundry layout by importing GaN equipment in 2Q24 $AIXA $ASM $NXP $STM $IFX https://t.co/ZVc9M6jaww" [X Link](https://x.com/jor0s3n/status/1833441873022632431) 2024-09-10T09:46Z [----] followers, [----] engagements "If Swedish EpinovaTech is successful in developing their 12" NovaGaN wafers with a breakdown voltage [----] volt @OlaRollen's investment could turn out as a very good one. https://x.com/OlaRollen/status/1790284329458794983 Super excited about this project https://t.co/MKv1LxOhQm https://x.com/OlaRollen/status/1790284329458794983 Super excited about this project https://t.co/MKv1LxOhQm" [X Link](https://x.com/jor0s3n/status/1834301890869207364) 2024-09-12T18:43Z [----] followers, [----] engagements "$MU Q4 revenue of $7.75bn +1% vs expectations of $7.64bn. Non-GAAP EPS of $1.18 6% above expectations of $1.11. Guides Q125 revenue of $ 8.70bn vs consensus at $8.25bn. Non-GAAP EPS expected at $1.74 vs expected $1.56" [X Link](https://x.com/jor0s3n/status/1839035884160569577) 2024-09-25T20:14Z [----] followers, [---] engagements "Share is currently up 10% in after hours" [X Link](https://x.com/jor0s3n/status/1839036385388540247) 2024-09-25T20:16Z [----] followers, [---] engagements "Micron $MU call notes 🧵: We expect the HBM TAM to grow from approximately $4bn in calendar [----] to over $25bn in calendar [----]. As we have said before our HBM is sold out for calendar [----] and [----] with pricing already determined for this timeframe https://x.com/jor0s3n/status/1839012126624739329 I rarely speculate on earnings. But Ive initiated a small position in Micron ahead of tonights report. Market sentiment is very negative. The stock is down 35% since my post in June. Its usually not a straight drop to the bottom. But well see. https://t.co/QpHfaKakmg" [X Link](https://x.com/jor0s3n/status/1839043116285776361) 2024-09-25T20:43Z [----] followers, [----] engagements "Sell through of PCs continues at a steady pace with a seasonal increase in H2 calendar [----]. We expect healthier inventories at PC OEMs by spring [----]. We expect a significant shift towards AI driven functionalities in PCs" [X Link](https://x.com/jor0s3n/status/1839044337000136869) 2024-09-25T20:48Z [----] followers, [---] engagements "The automotive industry continues to adjust the mix of EV hybrid and traditional vehicles meet evolving customer demand. As auto customer inventories adjust to this new mix we expect a resumption in our automotive growth in the second half of fiscal 2025" [X Link](https://x.com/jor0s3n/status/1839044579678474544) 2024-09-25T20:49Z [----] followers, [---] engagements ""Due to capex & supply reduction we expect industry DRAM & NAND wafer capacity in [----] to be below [----] levels. This combined with an increasing mix of HBM wafers is reducing DRAM supply contributing to an expected healthy industry supply demand environment in calendar 2025."" [X Link](https://x.com/jor0s3n/status/1839045967422644445) 2024-09-25T20:55Z [----] followers, [---] engagements "Current and historical RCP averages for Democrat nominees in key swing states on October 11" [X Link](https://x.com/jor0s3n/status/1845136774122590660) 2024-10-12T16:17Z [----] followers, [----] engagements "Unless pollsters have overweighted Trump these poll results are so bad for Harris that I've actually placed a bet on Michelle Obama as president. Imagine the swing in odds if Democrats would pull another (panic) shenanigan and replace Harris with Obama as their candidate" [X Link](https://x.com/jor0s3n/status/1845164762289578482) 2024-10-12T18:08Z [----] followers, [---] engagements "@JohanIngero Tycker det tyder p att han gr fr popular vote eftersom han kampanjar i dessa stater. Infr [----] kampanjade han i Minnesota och New Hampshire under den absoluta slutspurten. Sannolikt pga interna polls sg bra ut" [X Link](https://x.com/jor0s3n/status/1845564227848958384) 2024-10-13T20:36Z [----] followers, [--] engagements "In Michigan R counties are currently out-pacing D counties for mail-in-ballot requests vs this time in 2020" [X Link](https://x.com/jor0s3n/status/1845907432523837878) 2024-10-14T19:20Z [----] followers, [--] engagements "In North Carolina R represents a larger share of mail-in-votes than in [----]. R currently are at 16% of their final [----] return total while D are at 7%. https://x.com/EricLDaugh/status/1845614900271370657 #NEW NORTH CAROLINA mail-in voting update 🔵 Democratic: 37.5% [-----] 🟡 Other: 35.5% +4.3 🔴 Republican: 27% +9.4 +/- from YTD [----] returns Data: TargetEarly https://x.com/EricLDaugh/status/1845614900271370657 #NEW NORTH CAROLINA mail-in voting update 🔵 Democratic: 37.5% [-----] 🟡 Other: 35.5% +4.3 🔴 Republican: 27% +9.4 +/- from YTD [----] returns Data: TargetEarly" [X Link](https://x.com/jor0s3n/status/1845907434834997362) 2024-10-14T19:20Z [----] followers, [---] engagements "Consuming a bit of copium today. However it has never been a wise thing to trade ASML on quarterly bookings. Push outs have always been a thing FY2025 is still expected to generate topline growth of 11-30%. https://x.com/DeItaone/status/1846198737338548637 ASML 3Q BOOKINGS EU2.63B EST. EU5.39B ASML CUTS [----] NET SALES GROSS MARGIN GUIDANCE ASML SHARES DROP 11% AFTER 3Q BOOKINGS MISS ESTIMATES https://x.com/DeItaone/status/1846198737338548637 ASML 3Q BOOKINGS EU2.63B EST. EU5.39B ASML CUTS [----] NET SALES GROSS MARGIN GUIDANCE ASML SHARES DROP 11% AFTER 3Q BOOKINGS MISS ESTIMATES" [X Link](https://x.com/jor0s3n/status/1846208908936781981) 2024-10-15T15:17Z [----] followers, [----] engagements "@VetTechTrader Why would you assume low backlog coverage when exiting FY2025 [--] months from here My guess would rather be that current push outs will benefit bookings in FY2025" [X Link](https://x.com/jor0s3n/status/1846215030414758021) 2024-10-15T15:42Z [----] followers, [---] engagements "Interesting Nevada data shows that D during early voting is cannibalizing their high-propensity votes at a higher rate than R. https://x.com/RyanGirdusky/status/1848048452418039978 Clark County NV mail in ballots very telling. Democrats are cannibalizing their high-propensity vote at a greater frequency than Republicans. Republicans are doing a better job at getting low propensity voters than Democrats. https://t.co/xS1KktFVoq https://x.com/RyanGirdusky/status/1848048452418039978 Clark County NV mail in ballots very telling. Democrats are cannibalizing their high-propensity vote at a greater" [X Link](https://x.com/jor0s3n/status/1848067926630584688) 2024-10-20T18:25Z [----] followers, [---] engagements "Similar pattern can be seen in several states including North Carolina. https://x.com/DataRepublican/status/1847970250664431705 https://x.com/DataRepublican/status/1847970250664431705" [X Link](https://x.com/jor0s3n/status/1848068070289359193) 2024-10-20T18:25Z [----] followers, [---] engagements "Continued solid early voting figures for R in Nevada. Thus far a 7ppt swing from [---] in [----] to +3. For those not into US politics R usually also have a huge turnout advantage on election day in-person voting. All across the US. https://x.com/RalstonReports/status/1848581575258132987t=4HqvUMWNgIfKYs1LJilv1g&s=19 https://x.com/RalstonReports/status/1848581575258132987t=4HqvUMWNgIfKYs1LJilv1g&s=19" [X Link](https://x.com/jor0s3n/status/1848595570144809055) 2024-10-22T05:21Z [----] followers, [----] engagements "It almost seems like D feel the need to defend New Hampshire. lol. This gives off [----] vibes. https://x.com/EricLDaugh/status/1848760348867764456 🚨 BREAKING: Joe Biden and Bernie Sanders are visiting New Hampshire today to tout Biden-Harris administration policies campaign for Harris (WMUR) https://x.com/EricLDaugh/status/1848760348867764456 🚨 BREAKING: Joe Biden and Bernie Sanders are visiting New Hampshire today to tout Biden-Harris administration policies campaign for Harris (WMUR)" [X Link](https://x.com/jor0s3n/status/1848763740100923392) 2024-10-22T16:29Z [----] followers, [---] engagements "North Carolina current mail and early in-person voting: D 35.0% [------] (2020: 37.3% 1716613) R 33.6% [------] (2020: 31.7% 1456501) Other 31.4% [------] (2020: 30.4% 1399468) NC [----] results: Trump: [-------] (+74483) Biden: 2684292" [X Link](https://x.com/jor0s3n/status/1848817530594300227) 2024-10-22T20:03Z [----] followers, [---] engagements "Unedited interviews like this should be a requirement for anyone running for public office. [--] million views on YouTube alone not including Spotify. Legacy media is dead. https://youtu.be/hBMoPUAeLnYsi=_Sgunrcsgty0FyQ2 https://youtu.be/hBMoPUAeLnYsi=_Sgunrcsgty0FyQ2" [X Link](https://x.com/jor0s3n/status/1850669464414474462) 2024-10-27T22:42Z [----] followers, [----] engagements "Bezos apparently isn't a fan of the idea of taxing unrealized gains. Nor of this propaganda level bias 👇 https://x.com/disclosetv/status/1850903928272986462 JUST IN - Washington Post owner Jeff Bezos has reportedly given the newspaper a mandate to add more conservative opinion writers at the paper NY Post https://x.com/disclosetv/status/1850903928272986462 JUST IN - Washington Post owner Jeff Bezos has reportedly given the newspaper a mandate to add more conservative opinion writers at the paper NY Post" [X Link](https://x.com/jor0s3n/status/1850962994089357577) 2024-10-28T18:09Z [----] followers, [----] engagements "Global hero Buzz Aldrin joins the pile of "garbage". I guess Joe Biden didn't see that one coming. https://x.com/DrEliDavid/status/1851640978471358685 Buzz Aldrin the second person to walk on the Moon endorses @realDonaldTrump 🌒 https://t.co/emMtNh7N9f https://x.com/DrEliDavid/status/1851640978471358685 Buzz Aldrin the second person to walk on the Moon endorses @realDonaldTrump 🌒 https://t.co/emMtNh7N9f" [X Link](https://x.com/jor0s3n/status/1851683401214181615) 2024-10-30T17:51Z [----] followers, [----] engagements "Duval and Miami Dade being flipped in Florida would be significant" [X Link](https://x.com/jor0s3n/status/1853962918171422875) 2024-11-06T00:49Z [----] followers, [----] engagements "Loudon county in Nova VA: Shift from +25 in [----] to +17 this year show signs of a failed Harris campaign. VA could end up as a really tight race if that is state wide" [X Link](https://x.com/jor0s3n/status/1853974599215563165) 2024-11-06T01:36Z [----] followers, [---] engagements "Popular vote within reach. Not that I'm surprised. https://x.com/jor0s3n/status/1845564227848958384 @JohanIngero Tycker det tyder p att han gr fr popular vote eftersom han kampanjar i dessa stater. Infr [----] kampanjade han i Minnesota och New Hampshire under den absoluta slutspurten. Sannolikt pga interna polls sg bra ut. https://x.com/jor0s3n/status/1845564227848958384 @JohanIngero Tycker det tyder p att han gr fr popular vote eftersom han kampanjar i dessa stater. Infr [----] kampanjade han i Minnesota och New Hampshire under den absoluta slutspurten. Sannolikt pga interna polls sg bra ut" [X Link](https://x.com/jor0s3n/status/1854000263457054961) 2024-11-06T03:18Z [----] followers, [---] engagements "Browsed through $ASML's capital markets day transcript and slides. And let's just say that those driving the "peak-litho" narrative must be VERY short-term focused lol. I have already added to my ASML holding and I might publish a short write-up later this week" [X Link](https://x.com/jor0s3n/status/1858618725793992792) 2024-11-18T21:10Z [----] followers, [--] engagements "Browsed through $ASML's capital markets day transcript and slides. And let's just say that those driving the "peak-litho" narrative must be VERY short-term focused lol. I have already added to my ASML holding and I might publish a short write-up later this week" [X Link](https://x.com/jor0s3n/status/1858619687954711016) 2024-11-18T21:13Z [----] followers, [----] engagements "ASML ( $ASML ) debunks "peak litho" narrative. I also took the liberty of quoting one of @lithos_graphein X-posts. A must-follow account for anyone interested in semiconductors and lithography. https://siliconmatter.substack.com/p/asml-debunks-peak-litho-narrative https://siliconmatter.substack.com/p/asml-debunks-peak-litho-narrative" [X Link](https://x.com/jor0s3n/status/1860298627677139105) 2024-11-23T12:25Z [----] followers, [----] engagements "Thanks to all new subscribers of Silicon Matter It's especially encouraging to see industry professionals subscribing after my piece on $ASML debunking the peak lithography narrative" [X Link](https://x.com/jor0s3n/status/1861489476909834730) 2024-11-26T19:17Z [----] followers, [----] engagements "It sure looks like the plane was hit by something. We all know which country has a track record of shooting down commercial airliners. RIP to those onboard" [X Link](https://x.com/jor0s3n/status/1871924516798210304) 2024-12-25T14:22Z [----] followers, [----] engagements "For reference this is how shrapnel from a SAM anti-air missile hit looks like on the vertical stabilizer and rudder" [X Link](https://x.com/jor0s3n/status/1871924535165170031) 2024-12-25T14:22Z [----] followers, [----] engagements "Investing and equity research isnt always about pinpoint accuracy - its more about spotting likely trends and anticipating where things are headed. Three years ago after Russias invasion of Ukraine I pitched Swedish defense firm Mildef to micro/small-cap fund managers forecasting a 100% price gain within three years driven by rising Nordic defense spending. While I underestimated revenue growth and overestimated margins the stock has still soared by roughly 200% in that time. Long-range forecasts like these often fall short but its always rewarding to look back on those that land on or above" [X Link](https://x.com/jor0s3n/status/1902455208099156430) 2025-03-19T20:20Z [----] followers, [----] engagements "Coherent $COHR has my attention again👀 The datacenter transceiver market is expected to explode in coming years and hyperscalers are increasingly making direct purchases. Additionally Coherent recently got listed as one of Nvidia's suppliers for switching co-packaged optics" [X Link](https://x.com/jor0s3n/status/1908167216287117741) 2025-04-04T14:38Z [----] followers, [---] engagements "Bckstrm has racked up [---] assists to Ovi over the years. Following this epic duo since around 2008/09ish has been a blast. Well probably never see a pair like them again. https://x.com/Capitals/status/1908997643436507398 we are in our feeeeeeeels y'all https://t.co/YvpnCg2Xr8 https://x.com/Capitals/status/1908997643436507398 we are in our feeeeeeeels y'all https://t.co/YvpnCg2Xr8" [X Link](https://x.com/jor0s3n/status/1909002464595968416) 2025-04-06T21:57Z [----] followers, [---] engagements "Map displaying US data center fiber optic and power transmission infrastructure highlighting significant data center capacity expansions and proposed expansions. Huge capex $ will be flowing into this infrastructure. It would be interesting to see a similar map for Europe" [X Link](https://x.com/jor0s3n/status/1919401662860398936) 2025-05-05T14:39Z [----] followers, [---] engagements "Sivers Semiconductor has delivered a series of positive updates recently. ✅Sub-supplier for US Army & Navy ✅OEM partner with O-NET for datacenter CPO applications ✅Foundry partnership with Win Semi ✅Finalized refinancing with a US bank & lender https://x.com/jor0s3n/status/1904619945801257148 "Sivers Semiconductors announces collaboration with WIN Semiconductor to scale high-volume DFB laser production" Great pick by Sivers. WIN Semi has a track-record of supplying for example Lumentum and Apple with various types of lasers. https://x.com/jor0s3n/status/1904619945801257148 "Sivers" [X Link](https://x.com/jor0s3n/status/1922379333475115172) 2025-05-13T19:52Z [----] followers, [----] engagements "B-2 Spirit and MOP o'clock" [X Link](https://x.com/jor0s3n/status/1935087445957296143) 2025-06-17T21:29Z [----] followers, [---] engagements "HSBC has a pretty bullish view on Broadcom's $AVGO ASIC revenue in coming years. Their estimates would imply helluva growth compared to FY24 total revenue of $51 billion" [X Link](https://x.com/jor0s3n/status/1940469084812202270) 2025-07-02T17:54Z [----] followers, [----] engagements "Wuchang: Fallen Feathers hits 100k pre-orders and 1.5M wishlists per @alineaanalytics. Looks decent ahead of release. DiB +41% YTD. StarRupture gains followers and wishlists but share price may be a bit ahead of itself. Creepy Jar +72% YTD. https://x.com/jor0s3n/status/1893016721121833111 Additionally I have been on the brink of divesting both Digital Bros and Creepy Jar following 2-3 months of strong share performance. But then I look at both Wuchang and StarRupture and just. NOPE. I want to see how the interest for each of them develops ahead of release." [X Link](https://x.com/jor0s3n/status/1942303913832767774) 2025-07-07T19:25Z [----] followers, [----] engagements "Short squeeze following today's press release $Aehr https://x.com/jor0s3n/status/1909751136313287026t=FYLIOw8Fque-WKDP2Tu1rQ&s=19 $AEHR posted a strong Q3 with solid bookings as well. Their rapid expansion into new market segments is quite impressive considering how the SiC space is struggling. "artificial intelligence processors burn-in representing over 35% of our business in just the first year" With https://x.com/jor0s3n/status/1909751136313287026t=FYLIOw8Fque-WKDP2Tu1rQ&s=19 $AEHR posted a strong Q3 with solid bookings as well. Their rapid expansion into new market segments is quite" [X Link](https://x.com/jor0s3n/status/1947731722520695149) 2025-07-22T18:53Z [----] followers, [----] engagements "Wuchang has received solid review scores with anything around [--] considered good. PC pre-orders in China alone are now estimated at [------------] and the game has climbed to 2nd place on Steam's Global top-seller list. I argue that a Day [--] Steam CCU below 150k would be disappointing. Furthermore it is reasonable to assume a peak CCU [--] days post-launch likely over the weekend. Also a very interesting note in today's news release from $DiB is that their net debt has decreased by [--] MEUR despite lower than expected topline in Q4. The lower net debt is not something the company planned for. One" [X Link](https://x.com/jor0s3n/status/1947955683241959909) 2025-07-23T09:43Z [----] followers, [----] engagements "Now #1 top selling game on Steam while on pre-order" [X Link](https://x.com/jor0s3n/status/1947998254685208637) 2025-07-23T12:32Z [----] followers, [---] engagements "More reviews in Good to see Metacritic PC also reaching [--]. A good indication but there are a lot of good games historically that have not sold well. Tomorrow and the days to come will be interesting" [X Link](https://x.com/jor0s3n/status/1948112788557045851) 2025-07-23T20:07Z [----] followers, [---] engagements "Well this could be interesting💀☠. Unfortunately poor user reception. Initial user reviews are negative due to performance issues/high system requirements. The Chinese audience is generally very picky about these things. Might reconsider my holding. https://x.com/jor0s3n/status/1947955683241959909 Wuchang has received solid review scores with anything around [--] considered good. PC pre-orders in China alone are now estimated at [------------] and the game has climbed to 2nd place on Steam's Global top-seller list. I argue that a Day [--] Steam CCU below 150k would be https://t.co/aAWAt1iLId" [X Link](https://x.com/jor0s3n/status/1948236274206203916) 2025-07-24T04:18Z [----] followers, [----] engagements "$AMD is cooking They have reportedly increased the price of their MI350 AI chip by $10000 to $25000 a roughly 65% hike. Furthermore HSBC reports that the MI350 now is capable to compete with $NVDA's Blackwell B200. AMD's AI chip sales for next year is now projected to hit $15.1bn up from previous estimate of $9.6bn. Pretty happy with my $AMD entry earlier this year" [X Link](https://x.com/jor0s3n/status/1949761929569816838) 2025-07-28T09:20Z [----] followers, [----] engagements "Finished five books by John Scalzi this year. He is known for writing easy-going Sci-Fi. No master pieces just very chill reads. Highly recommend the top three books in the Old Man's War series. If comedy is your vibe the bottom two standalone novels are very fun" [X Link](https://x.com/jor0s3n/status/1960431914847715599) 2025-08-26T19:59Z [----] followers, [---] engagements "Spending most time reading to keep up with semiconductor technology advancements as well as learning geology from scratch - also requires some ENTERTAINMENT in-between 😅" [X Link](https://x.com/jor0s3n/status/1960434604352958753) 2025-08-26T20:10Z [----] followers, [---] engagements "Broadcom $AVGO now up 80% in the past [--] months. Yesterday's report really smashed it +10% today. New customer alone adds $10 billion in order value for H2 FY2026. XPU (ASIC) growth continues to accelerate🚀 https://x.com/jor0s3n/status/1940469084812202270t=o57Xwo9eU2qoIwtcmiEwYA&s=19 HSBC has a pretty bullish view on Broadcom's $AVGO ASIC revenue in coming years. Their estimates would imply helluva growth compared to FY24 total revenue of $51 billion. https://t.co/0YPk2mFBRp https://x.com/jor0s3n/status/1940469084812202270t=o57Xwo9eU2qoIwtcmiEwYA&s=19 HSBC has a pretty bullish view on" [X Link](https://x.com/jor0s3n/status/1964020474033189183) 2025-09-05T17:39Z [----] followers, [----] engagements "Noted the different use cases for CPUs GPUs ASICs and FPGAs in a sector report two years ago. What Broadcom really leverages on today is the surging demand for application specific inference and XPUs designed for these workloads" [X Link](https://x.com/jor0s3n/status/1964026067577979164) 2025-09-05T18:01Z [----] followers, [---] engagements "Great first results from $BIG.V [----] drill program 81m intercept of 1.5% Cu and [---] g/t Ag within a larger interval of127m of1.1% Cu and [---] g/t Ag. In total 0.66% Cu (0.7% CuEq) over 346m. [--] completed holes with pending assays and [--] in progress. https://x.com/HerculesMetals/status/1968277985942769969 🚨BIG News: Hercules Metals Intersects 81m of 1.5% Copper within 346m of 0.66% in first [----] Drill Hole Completed at Leviathan🚨 Hercules has intersected high-grade mineralization and found more evidence of hypogene enrichment. Read the full news release here: https://t.co/CVg5a6huUp" [X Link](https://x.com/jor0s3n/status/1968368817735929889) 2025-09-17T17:37Z [----] followers, [----] engagements "Wall Street's conclusions in the past month: Sep [--] $AVGO announced OpenAI as a new customer: "Bad for $AMD" Sep [--] $NVDA in $100 billion deal with OpenAI: "Negative for $AVGO and $AMD" Oct [--] $AMD in strategic partnership with OpenAI: "Bad for $AVGO" Nvidia sole winner 🥲" [X Link](https://x.com/jor0s3n/status/1975258864338735476) 2025-10-06T17:56Z [----] followers, [---] engagements "Meanwhile: Intel $INTC (better not type $INT and accidentally stir up more drama)" [X Link](https://x.com/jor0s3n/status/1975262816530575842) 2025-10-06T18:12Z [----] followers, [---] engagements "Ukraine next" [X Link](https://x.com/jor0s3n/status/1977801003329327202) 2025-10-13T18:17Z [----] followers, [---] engagements "I'm guessing the growth will continue for a while. $AVGO Broadcom will build custom data center chips for OpenAI and the deal covers 10GW of compute capacity https://x.com/jor0s3n/status/1964020474033189183 Broadcom $AVGO now up 80% in the past [--] months. Yesterday's report really smashed it +10% today. New customer alone adds $10 billion in order value for H2 FY2026. XPU (ASIC) growth continues to accelerate🚀 https://t.co/Sg5ShahBSB https://x.com/jor0s3n/status/1964020474033189183 Broadcom $AVGO now up 80% in the past [--] months. Yesterday's report really smashed it +10% today. New customer" [X Link](https://x.com/jor0s3n/status/1977804212118696109) 2025-10-13T18:30Z [----] followers, [----] engagements "@bergerbell @ulrikagg This is also a classic disconnect 😂" [X Link](https://x.com/anyuser/status/1447682074664656899) 2021-10-11T21:54Z [----] followers, [--] engagements "@danvanmoll @jack Have a read about Swedish KBS-3 technology. The issue has already been solved and implemented in Finland (Onkalo). https://youtu.be/aoy_WJ3mE50 https://youtu.be/aoy_WJ3mE50" [X Link](https://x.com/jor0s3n/status/1478490955967868931) 2022-01-04T22:18Z [----] followers, [--] engagements "Welcome to Stockholm USS Kearsarge 🤝 #skpol" [X Link](https://x.com/jor0s3n/status/1532415164716400640) 2022-06-02T17:33Z [----] followers, [--] engagements "@IAPonomarenko Tbh he revealed himself already with his made up "Kherson bicycle night operation". If it was even remotely true a SOF team member would never tweet about it. By tweeting about it he probably put real civilians in danger of being accused for potentially collaborating" [X Link](https://x.com/anyuser/status/1543013978414137344) 2022-07-01T23:29Z [----] followers, [---] engagements "@Blue_Sauron Nice to see Swedish tax money (AT4) put to good use in the fight for freedom" [X Link](https://x.com/anyuser/status/1568928784627154944) 2022-09-11T11:45Z [----] followers, [--] engagements "@operativno_ZSU Had to be made" [X Link](https://x.com/jor0s3n/status/1594324354795544576) 2022-11-20T13:38Z [----] followers, [--] engagements "@PaulJawin Insane bravery and performance under peak stress. Reward him with the best medal there is. The strong determination and commitment shown by ukrainian soldiers over and over again tells us Russia will never win the war they started" [X Link](https://x.com/anyuser/status/1626728483123564544) 2023-02-17T23:41Z [----] followers, 17.7K engagements "@CcibChris Here's a few of them. At F [--] ngelholm" [X Link](https://x.com/jor0s3n/status/1632020043574784001) 2023-03-04T14:07Z [----] followers, [----] engagements "Yes it can. And not only chatbots. $COHR $LITE $SIVE $MTSI https://www.eetimes.com/can-photonics-power-next-gen-ai-chatbots/ https://www.eetimes.com/can-photonics-power-next-gen-ai-chatbots/" [X Link](https://x.com/jor0s3n/status/1671621697324085250) 2023-06-21T20:50Z [----] followers, [----] engagements "@alittamakim @jonsson_henrik The gift that keeps on giving https://x.com/hanifbali/status/1688953011203121152 Regeringen lovade bygga fler krnkraftverk och p ngra mnader har de smllt upp en p Gotland Vallfte infriat https://t.co/OuFa8jRlsX https://x.com/hanifbali/status/1688953011203121152 Regeringen lovade bygga fler krnkraftverk och p ngra mnader har de smllt upp en p Gotland Vallfte infriat https://t.co/OuFa8jRlsX" [X Link](https://x.com/anyuser/status/1689220148681469952) 2023-08-09T10:20Z [----] followers, 19K engagements "@shekarabi This you https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor. Islamismen r liksom nazism och kommunism ett hot mot hela mnskligheten. Islamismen mste besegras av oss tillsammans. https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor." [X Link](https://x.com/anyuser/status/1696968932425433223) 2023-08-30T19:31Z [----] followers, [----] engagements "@shekarabi This you https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor. Islamismen r liksom nazism och kommunism ett hot mot hela mnskligheten. Islamismen mste besegras av oss tillsammans. https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor." [X Link](https://x.com/anyuser/status/1696969100000428534) 2023-08-30T19:32Z [----] followers, [----] engagements "@oryxspioenkop PzKpfw V. Looks amazing" [X Link](https://x.com/jor0s3n/status/1702277450632229345) 2023-09-14T11:05Z [----] followers, 11.4K engagements "@politicalelle That is actually what Swedish liberal politicians gaslighted its population to believe for more than [--] years. And now the largest police operation in Swedish history due to this lovely mix of antisemitic communists and islamists" [X Link](https://x.com/anyuser/status/1788655285592064504) 2024-05-09T19:40Z [----] followers, [----] engagements "@dplus_sportSE Efter ssongen borde ni klippa ihop en "best of Botheim".😅" [X Link](https://x.com/jor0s3n/status/1794065969796571628) 2024-05-24T18:00Z [----] followers, [----] engagements "@jonsson_henrik Bidragskapitalismens ansikten. Man mr illa" [X Link](https://x.com/jor0s3n/status/1812017657421365325) 2024-07-13T06:54Z [----] followers, [----] engagements "I spent some time digesting the news that Sivers Semiconductors $SIVE intends to spin off Sivers Photonics and list it in the US. Suddenly there is a much clearer rationale behind the hiring of CEO Vickram Vathulya as he has a primary background in RF/mmWave/wireless communication. More on this further down. By listing Sivers Photonics separately in the US through a SPAC merger increases access to capital from a market that better understands the semiconductor sector. The likelihood of investments from business partners also increases. Cross-ownership among business partners is not uncommon" [X Link](https://x.com/jor0s3n/status/1821157180369703166) 2024-08-07T12:11Z [----] followers, [----] engagements "@JohanIngero Tycker Ben Shapiro sammanfattade det vl ox. Jag sls mest av hur NPC/robot-aktiga mnga av svaren var. https://x.com/benshapiro/status/1829349446146036040 Kamala was a disaster. Thats why theyve been hiding her from the camera off-script. https://t.co/AfWB1BRPyi https://x.com/benshapiro/status/1829349446146036040 Kamala was a disaster. Thats why theyve been hiding her from the camera off-script. https://t.co/AfWB1BRPyi" [X Link](https://x.com/anyuser/status/1829425698970165745) 2024-08-30T07:47Z [----] followers, [----] engagements "It is very interesting that Sivers Photonics and Ayar Labs are about to demonstrate the worlds first 16-wavelength laser array for small-form-factor Silicon Photonics applications next week at ECOC. It features [---] optical carriers (16x16) and is integrated into Ayar Labs SuperNova solution. This kind of technological leap in my opinion will likely increase the chances of Silicon Photonics broadly being integrated into Nvidias and/or Intels architectures and product designs sooner or later. It is also noteworthy that Lumentum has been removed from Ayar Labs list of suppliers. This suggests" [X Link](https://x.com/anyuser/status/1836724204151898440) 2024-09-19T11:09Z [----] followers, [----] engagements "Sivers Semiconductors is granted first-year funding of $6 million through US Chips Act. The company will lead the 5G/6G Technology Program along with partners like Ericsson Raytheon and MIT. Probably just a nothing burger🤷♂" [X Link](https://x.com/anyuser/status/1840781253789864159) 2024-09-30T15:50Z [----] followers, [----] engagements "Sivers receives 2nd US Chips Act grant. This time a first-year funding of $5.6 million for an electronic warfare program that Sivers will lead with partners such as BAE Systems. In total grants of $11.6 million. Probably also just a nothing burger. 🤷♂ https://x.com/jor0s3n/status/1840781253789864159t=gnkJ39mVORdlzFLDdB7dVA&s=19 Sivers Semiconductors is granted first-year funding of $6 million through US Chips Act. The company will lead the 5G/6G Technology Program along with partners like Ericsson Raytheon and MIT. Probably just a nothing burger🤷♂" [X Link](https://x.com/anyuser/status/1840998395218907445) 2024-10-01T06:13Z [----] followers, [----] engagements "Sivers Semiconductors' SATCOM customer secures an additional 33m in funding. SES recently certified terminals to operate on the company's Ka-band GEO satellites and its MEO O3b network. https://x.com/SkyNews/status/1841447941891911731 http://ALL.SPACE http://ALL.SPACE Advanced communications firm https://t.co/6bMMjXGblA secures 33m from blue-chip backers Read more🔗 https://t.co/r04zTqhNhe https://x.com/SkyNews/status/1841447941891911731 http://ALL.SPACE http://ALL.SPACE Advanced communications firm https://t.co/6bMMjXGblA secures 33m from blue-chip backers Read more🔗 https://t.co/r04zTqhNhe" [X Link](https://x.com/anyuser/status/1841532764027535738) 2024-10-02T17:36Z [----] followers, [----] engagements "@AronFlam @svt Sg att de inte heller nmnde att Mike Walz r vldigt uttalat pro . Istllet mlade de upp en motsatt bild. Rena hjrntvtten av tittarna. https://x.com/igorsushko/status/1856173648710906013 Incoming U.S. National Security Advisor Mike Waltz on April 5th 2022: Putin will only stop when he meets cold hard steel and military might. We must provide sophisticated weapons to Ukraine. We must support Zelensky in an effort to WIN & drive Russia completely out of Ukraine. https://t.co/JIXNtaaSVj https://x.com/igorsushko/status/1856173648710906013 Incoming U.S. National Security Advisor Mike" [X Link](https://x.com/anyuser/status/1856447001858338851) 2024-11-12T21:20Z [----] followers, [----] engagements "@DanielVavra 🤣 I will purchase an extra copy of KCD2 and gift it to a friend just because of this tweet. Keep up the good work" [X Link](https://x.com/anyuser/status/1865547211041386821) 2024-12-08T00:01Z [----] followers, [----] engagements "Eutelsat is up c500% during the past few days on speculations that it could replace Starlink in Ukraine. Meanwhile SES Satellite and Ovzon is up 20% during the same period. All of these three satellite operators could become critical for future European SATCOM capability" [X Link](https://x.com/jor0s3n/status/1897600980935385279) 2025-03-06T10:51Z [----] followers, [----] engagements "Few hours until Nvidia $NVDA GTC keynote. Time for CPO (co-packaged optics) to enter the chat Could be positive for Broadcom $AVGO and Marvell $MRVL already this year and potentially for Ayar Labs/Lightmatter/Celestial AI and Sivers Semiconductors from [----] onwards" [X Link](https://x.com/jor0s3n/status/1902019779734458594) 2025-03-18T15:30Z [----] followers, [----] engagements "Also positive for demand of TSMC $TSM CoWoS and SoIC processes and Be Semiconductor $BESI equipment" [X Link](https://x.com/jor0s3n/status/1902025460772491614) 2025-03-18T15:53Z [----] followers, [---] engagements "Initiated new positions in Onto Innovation and Coherent last week. Hopefully a good move within a 6-12 months horizon. Possibly less than that if halt/delays get announced next week for countries that have initiated negotiations. https://x.com/ElectionWiz/status/1908872007367733709 BREAKING: U.S. NATIONAL ECONOMIC COUNCIL DIRECTOR KEVIN HASSETT SAYS MORE THAN [--] COUNTRIES HAVE REACHED OUT TO WHITE HOUSE TO BEGIN TRADE NEGOTIATIONS https://x.com/ElectionWiz/status/1908872007367733709 BREAKING: U.S. NATIONAL ECONOMIC COUNCIL DIRECTOR KEVIN HASSETT SAYS MORE THAN [--] COUNTRIES HAVE REACHED OUT TO" [X Link](https://x.com/jor0s3n/status/1908993559467786594) 2025-04-06T21:21Z [----] followers, [----] engagements "I've started to trim my Coherent position after a 50% gain in one month. Instead I will increase my Onto Innovation position which has dropped 20% in the same period. https://x.com/jor0s3n/status/1908993559467786594 Initiated new positions in Onto Innovation and Coherent last week. Hopefully a good move within a 6-12 months horizon. Possibly less than that if halt/delays get announced next week for countries that have initiated negotiations. https://t.co/jvvVpPWAe1 https://x.com/jor0s3n/status/1908993559467786594 Initiated new positions in Onto Innovation and Coherent last week. Hopefully a" [X Link](https://x.com/jor0s3n/status/1922367245327503708) 2025-05-13T19:04Z [----] followers, [----] engagements "Further reduced my Coherent position after a 67% surge in just [---] months. The tariff turbulence was an ideal swing opportunity in many semi names. Still keeping my AMD and Broadcom positions and will likely add more to my Onto Innovation position. https://x.com/jor0s3n/status/1922367245327503708 I've started to trim my Coherent position after a 50% gain in one month. Instead I will increase my Onto Innovation position which has dropped 20% in the same period. https://t.co/GYik7Qb69C https://x.com/jor0s3n/status/1922367245327503708 I've started to trim my Coherent position after a 50% gain in" [X Link](https://x.com/jor0s3n/status/1938350489864642813) 2025-06-26T21:35Z [----] followers, [----] engagements "Solid day with Hercules Metals surging 21% and Sivers Semiconductors 17%. Looking ahead I expect decent earnings from Atlas Copco and Net Insight tomorrow. Particularly hoping Net Insights Q2 and H2 [----] results hit impatient family office investors hard. But let's see" [X Link](https://x.com/jor0s3n/status/1945938467558416788) 2025-07-17T20:07Z [----] followers, [----] engagements "High expectations into this assay. Stock down 45% but still up 35% in 1m. 0.32% CU already from surface to 180m (0.29% over 278m) is a good initial result. Now they need to prove scale at depth & width. Pending assay results for a hole that is 420m deep. https://x.com/IdexMetals/status/1965776842033680800t=XBpDig2Kb-ZCFnRU8f7CYA&s=19 🗞 NEWS // IDEX Metals Reports First Drill Results at the Freeze Project Idaho 🔹 [------] m @ 0.32% Cu from surface 🔹 Continuous oxide & sulfide copper mineralization across [---] m grading 0.29% Cu from surface 🔹 MT geophysics highlights a structural corridor" [X Link](https://x.com/jor0s3n/status/1965800275618492773) 2025-09-10T15:31Z [----] followers, [----] engagements "$Onto now up 30% since June. Riding on expectations of a sharp acceleration in Q4 AI logic packaging revenue combined with highly probable market share gains next year. My AMD Broadcom and Onto Innovation picks in March/April have all turned out well📈 https://x.com/jor0s3n/status/1938350489864642813t=1xYkLnfYseokWEKXrQd2xA&s=19 Further reduced my Coherent position after a 67% surge in just [---] months. The tariff turbulence was an ideal swing opportunity in many semi names. Still keeping my AMD and Broadcom positions and will likely add more to my Onto Innovation position." [X Link](https://x.com/jor0s3n/status/1970190310627254638) 2025-09-22T18:15Z [----] followers, [----] engagements "Never bet against $ASML when its forward looking EV/EBIT is in the range of 20-23x. Also good to see $BESI picking up speed on expected future HBM demand and subsequent hybrid bonding adoption" [X Link](https://x.com/jor0s3n/status/1973743256602353881) 2025-10-02T13:33Z [----] followers, [----] engagements "Whoa It's not every day companies like $AMD surge +30%. https://x.com/jor0s3n/status/1949761929569816838t=BKOFWcyICqQecH28boH_wA&s=19 $AMD is cooking They have reportedly increased the price of their MI350 AI chip by $10000 to $25000 a roughly 65% hike. Furthermore HSBC reports that the MI350 now is capable to compete with $NVDA's Blackwell B200. AMD's AI chip sales for next year is now projected to hit https://t.co/wb5mTbPMal https://x.com/jor0s3n/status/1949761929569816838t=BKOFWcyICqQecH28boH_wA&s=19 $AMD is cooking They have reportedly increased the price of their MI350 AI chip by $10000" [X Link](https://x.com/jor0s3n/status/1975194170668327081) 2025-10-06T13:39Z [----] followers, [----] engagements "$IDEX Metals intersects 101m of 1.02% Cu 160m of 0.77% Cu and 251m of 0.54% Cu within 421m of 0.37% Cu from surface. Incl. [----] g/t Ag [---] ppm Mo at their Freeze Project in Idaho. Very good Shares up 40%" [X Link](https://x.com/jor0s3n/status/1975569595995201697) 2025-10-07T14:31Z [----] followers, [----] engagements "Say that you know nothing about SATCOM without saying it. Not exactly a razor-sharp analysis by DNB Carnegie" [X Link](https://x.com/jor0s3n/status/1980718774467568056) 2025-10-21T19:32Z [----] followers, [---] engagements "For Sivers it is the exact opposite. Operators are shifting toward resilient multi-orbit solutions to counter electronic and hybrid warfare threats. Unlike legacy single-beam GEO setups Siverss products support multi-beam and multi-orbit connections. https://www.all.space/insights/all-space-announces-hydra-max https://www.all.space/insights/all-space-announces-hydra-max https://www.all.space/insights/all-space-announces-hydra-max https://www.all.space/insights/all-space-announces-hydra-max" [X Link](https://x.com/jor0s3n/status/1980722481599246518) 2025-10-21T19:46Z [----] followers, [---] engagements "This you https://x.com/lindajerneck/status/1981015911663554879t=BfHxRCBvPzBJuaZ8L9sJxA&s=19 https://x.com/lindajerneck/status/1981015911663554879t=BfHxRCBvPzBJuaZ8L9sJxA&s=19" [X Link](https://x.com/jor0s3n/status/1981059109093879870) 2025-10-22T18:04Z [----] followers, 125.5K engagements "$BESI Orders of EUR175m (vs. consensus of EUR169m) increased by 36.5% vs. Q2'25 and 15.1% vs. Q3'24 principally due to a significant increase in bookings by Asian subcontractors for 2.5D datacenter and photonics applications" [X Link](https://x.com/jor0s3n/status/1981229326558515401) 2025-10-23T05:20Z [----] followers, [----] engagements "Merval index up over 20% and ARS appreciates 10% against the dollar. Bonds taking off as well driving risk premiums down. In other words markets celebrate that socialists are kept from power" [X Link](https://x.com/jor0s3n/status/1982894772319924587) 2025-10-27T19:38Z [----] followers, [---] engagements "DRAMeXchange on server DRAM pricing $MU "- The October server DRAM fixed price negotiation was centered on 4Q contracts between the three major memory makers and U.S. CSPs. The U.S. CSPs maintained strong demand for 4Q volumes strengthening the suppliers bargaining power. The memory makers held verbal consultations with CSPs on a weekly or biweekly basis actively communicating their intention to raise prices. As a result fixed prices surged 3338% by the end of October compared to 1520% in September. - Micron with the most constrained capacity took the most aggressive pricing stance while" [X Link](https://x.com/jor0s3n/status/1985232689226551423) 2025-11-03T06:28Z [----] followers, [---] engagements "Don't forget semi equipment: $ASML $LRCX $KLAC $AMAT Mega-cap AI CapEx: Continuous Upward Revisions - Estimated total [----] CapEx for the five major AI hyperscalers (AMZN GOOGL META MSFT ORCL): raised from $314bn at the beginning of [----] to $458bn at the start of the Q3'25 earnings season to $518bn as of late October. - Up 65% in just [--] months with a +29% y/y growth outlook. - Indicating not a temporary rebound but an acceleration of the long-term investment cycle in AI data center infrastructure" [X Link](https://x.com/jor0s3n/status/1985240454598734110) 2025-11-03T06:59Z [----] followers, [----] engagements "For those investors still being afraid of Chinese competition in the cutting-edge semiconductor market: 👇👇 "Local governments have beefed up incentives to help Chinese tech giants such as ByteDance Alibaba and Tencent which have been hit with higher electricity costs following Beijing's ban on purchasing Nvidia's artificial intelligence chips according to people familiar with the matter. Several tech groups complained to regulators about the increased costs of using domestic semiconductors from companies such as Huawei and Cambricon most of which are less energy-efficient than Nvidia's." [X Link](https://x.com/jor0s3n/status/1985593288284323912) 2025-11-04T06:21Z [----] followers, [----] engagements "Imagine still being enough boomer and uninformed to believe that Trump incited violence and riots on January 6th [----]. What incentives do legacy media journalists have to spread this kind of misinformation https://x.com/Breaking911/status/1985398801977209213t=UgwtZrKvBZDRrIxEWfGkkw&s=19 NEW: The Telegraph reports that an internal whistleblower memo claims the BBC doctored Donald Trumps Jan. [--] speech making it seem as though he encouraged the Capitol riot. https://t.co/GORW82yeVS https://x.com/Breaking911/status/1985398801977209213t=UgwtZrKvBZDRrIxEWfGkkw&s=19 NEW: The Telegraph reports that" [X Link](https://x.com/jor0s3n/status/1985597318024839375) 2025-11-04T06:37Z [----] followers, [----] engagements "$AMD's CoWoS capacity allocation is by some analysts expected to explode in [----] following a sharp ramp-up next year. I have a hard time believing it will surpass Broadcom's $AVGO but let's see. If it happens = share price 🚀🚀🚀" [X Link](https://x.com/jor0s3n/status/1985599820174618951) 2025-11-04T06:47Z [----] followers, [----] engagements "My view on the recent speculation about a so-called AI bubble ROI on announced AI capex and Burrys short bet. JP Morgan recently published a report which had a section stating that annual revenues of $650 billion would be required to generate a 10% ROI on all announced AI investments from OpenAI Meta Amazon and others. This section of the report (which in general was very bullish on AI) has been taken out of context by many who call $650 billion annually an absurd amount. JP Morgan also gives the example that it would correspond to $34 per month from every iPhone user globally which is" [X Link](https://x.com/jor0s3n/status/1988696868130619729) 2025-11-12T19:54Z [----] followers, [----] engagements "👆Keeping these failure rates in mind also consider this data from a cloud instance tracker (attached chart) which reveal how previous architectures are still in use today. Hyperscalers gradually extending hardware depreciation periods as they learn more about actual failure rates is not fraudulent practices. The whole depreciation argument from Burry is flawed imo" [X Link](https://x.com/jor0s3n/status/1988752268905123982) 2025-11-12T23:34Z [----] followers, [---] engagements "Well that explains a lot. Scion Asset Management is terminated. https://x.com/michaeljburry/status/1988778952299802818t=wNfOgIQiwDFwi7ZLxF4-_w&s=19 So I bought [-----] of these things for $1.84. Each of those things is [---] doodads. So I spent $9200000 Not $912000000. @CNBC @WSJ @FT Each of those doodads let me sell $PLTR at $50 in [----]. That was done last month. On to much better things Nov 25th. https://t.co/9Voy3nwiTD https://x.com/michaeljburry/status/1988778952299802818t=wNfOgIQiwDFwi7ZLxF4-_w&s=19 So I bought [-----] of these things for $1.84. Each of those things is [---] doodads. So I spent" [X Link](https://x.com/jor0s3n/status/1988842976492073277) 2025-11-13T05:34Z [----] followers, [---] engagements "The "AI bubble" vs other bubbles Credit: Financial Times" [X Link](https://x.com/jor0s3n/status/1991221877902078086) 2025-11-19T19:07Z [----] followers, 21.9K engagements "Happy PC building🥴 Also Nvidia turning to LPDDR could potentially rip the consumer electronics market to pieces for a period of time. If you want to upgrade your smartphone at an affordable price the window is closing. Electronics consumers better hope Burry is correct🫠" [X Link](https://x.com/jor0s3n/status/1993029809057022313) 2025-11-24T18:51Z [----] followers, [---] engagements "Flashbacks to 2021-2022" [X Link](https://x.com/jor0s3n/status/1993031882163032253) 2025-11-24T19:00Z [----] followers, [----] engagements "$LITE +440% since $COHR +230% since $MTSI +180% since $SIVE -45% since 🤔 There are probably still some hidden gems in the current and future AI photonics market. https://x.com/jor0s3n/status/1671621697324085250 Yes it can. And not only chatbots. $COHR $LITE $SIVE $MTSI https://t.co/fOsqXvzbg6 https://x.com/jor0s3n/status/1671621697324085250 Yes it can. And not only chatbots. $COHR $LITE $SIVE $MTSI https://t.co/fOsqXvzbg6" [X Link](https://x.com/jor0s3n/status/1993400149255852402) 2025-11-25T19:23Z [----] followers, [----] engagements "Marvell $MRVL potentially acquiring Celestial AI could heat things up in the AI photonics sector. It might spark a wave of consolidation with big players (Broadcom $AVGO Nvidia $NVDA AMD $AMD Intel $INTC) eyeing Ayar Labs Lightmatter or similar startups. Or possibly accelerating their own in-house development of proprietary technologies. In a worst-case scenario for Ayar Labs with Marvell seeing Celestial AI as its primary entry point into next-gen co-packaged optics it could potentially undermine Ayar's market position and/or partnership opportunities. Celestial AI being acquired by Marvell" [X Link](https://x.com/jor0s3n/status/1995934415348711780) 2025-12-02T19:13Z [----] followers, [----] engagements "With the photonics sector heating up I want to highlight my piece covering "The memory wall and its implications" what is driving the adoption of optics in datacenters and a few benefitting companies. $MRVL $COHR $LITE $MTSI $POET $NVDA $AMD $AVGO $SIVE Link in post below 👇" [X Link](https://x.com/jor0s3n/status/1998111157635416108) 2025-12-08T19:23Z [----] followers, [----] engagements ""Nvidia reportedly plans 30-40% cut in GeForce GPU production in early 2026" https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/ https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/" [X Link](https://x.com/jor0s3n/status/2001403052926918748) 2025-12-17T21:24Z [----] followers, [----] engagements "Market dynamics for PC components are truly unique right now. [--] years ago I purchased my AMD 5800x3d CPU for $350. Today I can sell it in used condition for $500-800 higher than a brand new 9800x3d. Gamers are now calling for AMD to revive production of it because it's the best gaming CPU supported by AM4 motherboards which in turn supports DDR4 memory. With the current shortage of DDR5 many gamers have turned to DDR4 setups and owners of DDR4 rigs rather upgrade their AM4 CPU to the best possible instead of going for AM5 and DDR5." [X Link](https://x.com/jor0s3n/status/2001747259994571245) 2025-12-18T20:11Z [----] followers, [---] engagements "As the co-packaged optics (CPO) market emerges to support AI data centers a significant shortage of Indium Phosphide-based lasers is probable. Hint: Closely monitor InP crystal growth capacity expansions across key suppliers and potential new ones as well as InP foundries" [X Link](https://x.com/jor0s3n/status/2005274370726572133) 2025-12-28T13:47Z [----] followers, [----] engagements "DigiTimes writing about it today: https://www.digitimes.com/news/a20251229PD212/substrate-intelliepi-demand-data-growth.html https://www.digitimes.com/news/a20251229PD212/substrate-intelliepi-demand-data-growth.html" [X Link](https://x.com/jor0s3n/status/2006068908936290748) 2025-12-30T18:24Z [----] followers, [---] engagements "I do own Sivers shares and remain bullish on the company. However [----] is a make-or-break year for the photonics business as it will depend on a successful volume ramp. For that to happen meaningful CPO-related volume ramp orders need to start flowing in during H2. If they do the current valuation multiples will quickly look extremely attractive" [X Link](https://x.com/jor0s3n/status/2007057296472391720) 2026-01-02T11:52Z [----] followers, [--] engagements ""Nicols Maduros narco-state counts the worlds autocracies especially Russia among its principal allies. The Cartel of the Suns maintains a direct relationship with Moscow positioning Venezuela as its foremost enclave in Latin America."" [X Link](https://x.com/jor0s3n/status/2007391813758529685) 2026-01-03T10:01Z [----] followers, [----] engagements ""Each shipment that crosses the Atlantic and reaches Europe is an extension of the criminal threat. The Cartel of the Sunssupplies mafiasoperating in Spain Italy France Belgium the Netherlands and the United Kingdom increasing urban violence money laundering and political corruption across the continent." https://twitter.com/i/web/status/2007392407260664195 https://twitter.com/i/web/status/2007392407260664195" [X Link](https://x.com/jor0s3n/status/2007392407260664195) 2026-01-03T10:03Z [----] followers, [---] engagements "10-15% of Chinese crude oil imports are now in "US hands". With Venezuelan oil production at only 30% of historic peaks global oil price is partly also in hands. Like it or not but those claiming China and Russia will become more aggressive now have absolutely no clue" [X Link](https://x.com/jor0s3n/status/2007533724939010378) 2026-01-03T19:25Z [----] followers, [----] engagements "Unlimited SuperGrok (xAI) + full X Premium+ features for $40-50/mo (varies by location) is an ABSOLUTE steal. All big happenings show how valuable X is for almost real-time news without any gatekeeper filters if you follow credible accounts. Legacy media is struggling hard" [X Link](https://x.com/jor0s3n/status/2007766523662971128) 2026-01-04T10:50Z [----] followers, [---] engagements "TSMC to accelerate its 2nm capacity expansion to 140k wafers per month by end of [----] driven by strong AI-driven demand. Significant ramp-up from 35k wpm by end of [----] and surpassing previously planned 100k. Massive wave of orders heading straight to $ASML for low-NA EUV" [X Link](https://x.com/anyuser/status/2007982946813354416) 2026-01-05T01:10Z [----] followers, [----] engagements "Recent movements in Amkor $AMKR and Besi $BESI are two good examples of how quickly investors need to act on news and high-probability rumors in the semiconductor sector. Since my post below $AMKR is up 33% and $BESI is up 20%. https://x.com/i/status/2006826638605005079 My top [--] mainstream picks within the semiconductor industry heading into [----]. Broadcom $AVGO (NTM EV/EBIT of 27x) because: Broadcoms AI ASIC revenue is expected to ramp from $15 billion in [----] to $51 billion in [----] and $100 billion in [----] mainly driven by Google TPUs. https://t.co/vDPvsz6Lff" [X Link](https://x.com/jor0s3n/status/2008560854153965748) 2026-01-06T15:26Z [----] followers, [----] engagements "In case anyone missed it. Aeva's $AEVA FMCW 4D LiDAR has been selected for $NVDA NVIDIA DRIVE Hyperion autonomous vehicle reference platform. Who supplies the laser source for this LiDAR 👉 $100 million market cap Sivers Semiconductors" [X Link](https://x.com/jor0s3n/status/2009685274444620079) 2026-01-09T17:54Z [----] followers, [----] engagements "I'm still expecting a big TCB order from Micron Technology in Q1. https://x.com/i/status/2006826638605005079 My top [--] mainstream picks within the semiconductor industry heading into [----]. Broadcom $AVGO (NTM EV/EBIT of 27x) because: Broadcoms AI ASIC revenue is expected to ramp from $15 billion in [----] to $51 billion in [----] and $100 billion in [----] mainly driven by Google TPUs. https://t.co/vDPvsz6Lff https://x.com/i/status/2006826638605005079 My top [--] mainstream picks within the semiconductor industry heading into [----]. Broadcom $AVGO (NTM EV/EBIT of 27x) because: Broadcoms AI ASIC revenue" [X Link](https://x.com/jor0s3n/status/2010624044434133014) 2026-01-12T08:05Z [----] followers, [---] engagements "$13 billion. The current trade remains advanced packaging. https://x.com/i/status/2010874630936957026 SK Hynix plans to spend $12.9 billion building a new advanced chip packaging facility initiating a big expansion in anticipation of AI demand https://t.co/j5cjad68rA https://x.com/i/status/2010874630936957026 SK Hynix plans to spend $12.9 billion building a new advanced chip packaging facility initiating a big expansion in anticipation of AI demand https://t.co/j5cjad68rA" [X Link](https://x.com/jor0s3n/status/2010969084238729296) 2026-01-13T06:56Z [----] followers, [----] engagements "Touchdown confirmed" [X Link](https://x.com/jor0s3n/status/2011922554047410385) 2026-01-15T22:04Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jor0s3n Johan
Johan posts on X about asml, ai, $avgo, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -56%
- [--] Month [------] -25%
- [--] Months [-------] +75%
- [--] Year [-------] -79%
Mentions: [--] #
- [--] Month [--] -27%
- [--] Months [--] +200%
- [--] Year [--] -27%
Followers: [-----] #
- [--] Week [-----] +0.13%
- [--] Month [-----] +0.66%
- [--] Months [-----] +4.50%
- [--] Year [-----] +5.60%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands stocks finance countries currencies social networks cryptocurrencies fashion brands travel destinations us election
Social topic influence asml, ai, $avgo #173, in the, $besi, $asml, dock, gpu, $amd, $cohr
Top accounts mentioned or mentioned by @pgwahlen @johaningero @investeraren @nemcapse @thegruvfyllo @skarpskytt @franzenfabian @jonssonhenrik @shekarabi @quartrapp @gustavo01585102 @pokertrader1 @olaspannar @mobilitysweden @fr3dweiser @snaljapen @spekkarn @skaaltamigfan @tomhedrup @mangan7
Top assets mentioned Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Coherent Inc (COHR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Lumentum Holdings Inc. Common Stock (LITE) HSBC Holdings PLC (HSBC) Onto Innovation Inc. (ONTO) Amkor Technology Inc (AMKR) Metadium (META) Kasta (KASTA) MACOM Technology Solutions Holdings, Inc (MTSI) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) Intel Corporation (INTC) Applied Materials, Inc. (AMAT) Credo Technology Group Holding Ltd (CRDO)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Gustavo01585102 Svenska politiker vgar inte pga alla tillmlen de lr tillskrivas i media. Det kommer handla om "utrensning" "stveltramp" hot mot "liberala demokratin" osv. Minns du hur det lt nr regeringen slog samman milj- och nringsdepartementet 😂"
X Link 2023-11-20T08:06Z [----] followers, [--] engagements
"@pokertrader1 Och d r det dr trots rejl FX-medvind under perioden. Tufft med sdan exponering mot konsument.😬 Lste snabbt "hllbarhets"-kriterierna. Utesluter givetvis kategoriskt den vsterlndska frsvarsindustrin trots brinnande krig runt knuten"
X Link 2023-12-11T23:19Z [----] followers, [----] engagements
"Bolaget tror de ska kunna klara en kapitalintensitet om 25% i det medellnga perspektivet. Men fr mig lter det som nsketnk givet att TSMC sannolikt kommer ligga kring 35%. Slutsatsen r att det infr kommande marknadscykel finns GODA mjligheter i utrustningsleverantrer"
X Link 2023-12-18T19:49Z [----] followers, [---] engagements
"Kort terblick nu nr marknaden tagit sig genom en nedgng i efterfrgan av olika typer av halvledarutrustning. Kptes en korg av ASML och KLA i aug [----] har den idag avkastat 36% dvs 20ppt hgre n en korg av Lam Research och Applied Materials"
X Link 2023-12-19T17:04Z [----] followers, [---] engagements
"P botten i okt [----] hade korgen med Lam Research och Applied Materials fallit -50% medan ASML och KLA lg p -30%. Skriver dessa inlgg fr att flja upp mina resonemang. Men s klart kul om det ven kan hjlpa andra infr kommande marknadscykel"
X Link 2023-12-19T17:05Z [----] followers, [---] engagements
"Det r primrt KLA som drivit avkastningen fr korgen med ASML. ASML fick dock mjukare nedgng n bde Applied Materials och Lam Research. Orsaken att ASML laggar r nog fr att de i hgre utstrckning varit freml fr tech-"kriget mellan USA & Kina"
X Link 2023-12-19T17:18Z [----] followers, [---] engagements
"@olaspannar @mobility_sweden Frfrligt att vlstllda stadsbor inte lngre fr sina elbilar pyntade av vriga skattebetalare😡"
X Link 2024-01-02T19:59Z [----] followers, [---] engagements
"@PGWahlen Med tanke p dagens akuta behov av materiel och ammunition (produktionskapacitet) r det vl dock inte helt osannolikt att vsterlndsk frsvarsindustri kan st infr ett strre finansieringsbehov"
X Link 2024-01-09T22:44Z [----] followers, [--] engagements
"@JohanIngero Mrkte det nere i Tyskland fr ngra r sedan. Vad som hade varit 0.65l milen i Sverige var helt pltsligt 0.55l milen p tysk diesel. En s kallad dubbelblsning utan ngon som helst nytta fr ngot mer n statskassan korrupta politiker och Preem"
X Link 2024-01-13T10:42Z [----] followers, [----] engagements
"Nu nr Frostpunk [--] nrmar sig fr man flashbacks frn slppet av ettan. Spelsektorn var grovt underanalyserad. Gyllene lge efter lge dk upp (G5 CD Projekt Frontier Developments & [--] Bit). Frvaltare satt och fiskade case p fintwitt. Good ol' days 'By union the smallest states thrive. by discord the greatest are destroyed.' Wishlist #Frostpunk [--] https://t.co/FDp3KEtBAc #TheCityMustNotFall https://t.co/rR20w0302L 'By union the smallest states thrive. by discord the greatest are destroyed.' Wishlist #Frostpunk [--] https://t.co/FDp3KEtBAc #TheCityMustNotFall https://t.co/rR20w0302L"
X Link 2024-01-16T18:58Z [----] followers, [--] engagements
"Fel. ASML har aldrig tagit order p EUV till Kina. I Q4 uppgick orderingngen fr EUV till EUR5.6b 61% av total orderingng. Resterande EUR 3.6b fr DUV sticker inte ut som ngon strre orderhysteri givet att snittet per kvartal sedan [----] r EUR 2.9b. The reason for explosion in ASML backlog is flood of Chinese orders to frontrun Biden sanctions on EUV orders; China has ordered several years worth of "demand" in last [--] quarters as crackdown on Chinese imports started https://t.co/JNgnbTTuVX The reason for explosion in ASML backlog is flood of Chinese orders to frontrun Biden sanctions on EUV orders;"
X Link 2024-01-24T19:47Z [----] followers, [----] engagements
"Att ASML under ett enskilt kvartal tar EUV-order fr EUR 5.6b jmfrt med snittet om EUR 2.5b per kvartal sedan [----] och EUR 1.2b under Q1-Q3 [----] visar tydligt hur sentimentet i sektorn har svngt. Det tystar dessutom tminstone tillflligt alla trendiga EUV-skeptiker"
X Link 2024-01-24T19:53Z [--] followers, [--] engagements
"Kul att se CTT som r ett av brsens finaste smbolag prestera rejlt i Q4. Nedan graf synliggr caset eftersom Boeing och Airbus kommande tv r kommer rampa produktionen av [---] och A350. Kombinerat med nya 777x lr CTTs topline utvecklas mycket fint kommande [--] ren"
X Link 2024-02-06T16:55Z [----] followers, [--] engagements
"Fr att stta siffror p det s omstter CTT idag ungefr lika mycket per kvartal som strax innan pandemin. TROTS att OEM-frsljningen inte ens utgr 20% av vad den d gjorde"
X Link 2024-02-06T16:59Z [----] followers, [--] engagements
"Brasklappen som skulle bidra ytterligare ovanp tillvxten fr befintlig business r ett genombrott med Bombardier och deras nya Global [----]. Ngot som marknaden hoppats p lnge rrande Global [----] men dr ledtider och annat underskattats"
X Link 2024-02-06T17:05Z [----] followers, [--] engagements
"Coherent en AI/ML-underdog imo levererade en fin rapport som indikerar att de passerat marknadscykelns botten. Main takeaway r att deras frsljning av 800G tranceivers vxte 100% sekventiellt. Det r drmed en av deras snabbaste frsljnings-ramp av ny produkt ngonsin"
X Link 2024-02-06T17:58Z [----] followers, [--] engagements
"Med facit i hand var ven investeringen om $1bn som Coherent erhll (frn Denso och Mitsubishi Electric) fr 25% av SiC-businessen vldigt vltajmad. Detta eftersom SiC-aktrer eftert sett vikande efterfrga frn EV-marknaden vilket straffat vrderingar"
X Link 2024-02-06T17:58Z [----] followers, [--] engagements
"Jag tror det kan finnas betydligt strre bolag som just nu tittar p exponering mot photonics och teknologins framtid inom datacenter. Coherents marknadsposition r nog lockande bde fr bolag som redan har AI/ML-exponering men framfrallt de som idag saknar strre exponering"
X Link 2024-02-06T17:58Z [----] followers, [--] engagements
"Aktien upp 16% idag. Och 75% sedan investeringen frn Denso och Mitsubishi Electric i brjan av oktober frra ret"
X Link 2024-02-06T18:05Z [----] followers, [--] engagements
"Vilka "alla" r det vanligt att Nvidia designat chip t tidigare Broadcom och Marvell har hittills dominerat marknaden fr custom designed chips. Skulle sga det defintivt r verraskande att Ericsson str bland de frsta i k fr Nvidias nya initiativ"
X Link 2024-02-10T07:35Z [----] followers, [--] engagements
"@fr3dweiser Ja lite negativt kanske relativt sett. Jag lutar dock t att den nya AI-vertikalen och allt kringliggande vxer tillrckligt mycket fr att varken Broadcom Marvell eller AMD ska frlora i absoluta tal p att Nvidia ger sig in i leken"
X Link 2024-02-10T09:29Z [----] followers, [--] engagements
"Inference training. Skrev om detta i en sektor-rapport redan i Sept frra ret. Detta r det ultimata beviset fr att nuvarande investeringsvg inte drivs av hype utan av faktiskt anvndande. I framtiden kommer edge inference bli stor volym-drivare"
X Link 2024-02-21T22:47Z [----] followers, [--] engagements
"Vill ven betona att det r lngt ifrn sjlvklart att just Nvidias flskiga GPU:s kommer segra betrffande kostnadseffektiv inference i framtiden. Men det terstr att se. Idag finns det dock inte mnga alternativ att vlja mellan"
X Link 2024-02-21T22:57Z [----] followers, [--] engagements
"@Snaljapen @Investeraren @Spekkarn @NemCapSE Konkurrensen lr ka frn alternativ. Framfrallt rrande drift av trnade modeller. Men d talar vi sannolikt inte "commoditizing" av GPU utan om substitut. Te x ASICs & FPGAs. Nvidias GPU moat stavas CUDA och NVLink. Svrt gra commodity av kombon"
X Link 2024-02-24T09:17Z [----] followers, [--] engagements
"@TheGruvfyllo Mnga hot takes i den trden 😅 Commodity eller inte jag tycker den allra viktigaste punkten r hur stor marknaden kommer vara inom [--] r. Detta r ett helt nytt stt att utfra computing p. En helt ny vertikal. Framtida ekosystemet av AI-applikationer lr avgra frgan"
X Link 2024-02-24T09:24Z [----] followers, [--] engagements
"Intressant trd och komplex frgestllning. Jag tror den allra viktigaste frgan r hur stor marknaden fr AI-chip kommer vara inom [--] r. Och hur mnga AI-applikationer som d uppfunnits. Verkar innovationen inom AI redan vara avtagande Nej. 🧵👇"
X Link 2024-02-24T10:24Z [----] followers, [--] engagements
"Vidare r hyperscale-aktrerna som idag kper in AI-hrdvara sannolikt inte s korkade att de kapplper fr att "skra upp" hrdvara fr mnga r framver. Detta eftersom dagens hrdvara ur en cost/performance-aspekt kommer brja bli teknologiskt obsolet inom enbart 3-4 r"
X Link 2024-02-24T10:24Z [----] followers, [--] engagements
"Men precis som vriga halvledarindustrin lr ven AI-chip bli en cyklisk slutmarknad. Det kanske vi ser redan [----]. S hur kan jag vara hyfsat sker p att Nvidia kommer slja fler GPUs kommande r(en) TSMC r tydliga med att det rder kapacitetsbrist av avancerad paketering"
X Link 2024-02-24T10:24Z [----] followers, [--] engagements
"Men som jag nmnt i tidigare trdar r det fullt mjligt att Nvidias GPUs inte kommer dominera framtida inference (driften av trnade modeller). Detta eftersom det finns mer energi- och drmed kostnadseffektiva alternativ beroende p applikation"
X Link 2024-02-24T10:24Z [----] followers, [--] engagements
"Men d talar vi snarare om att exempelvis ASICs (te x Groq) eller FPGAs kommer in som energi/kostnadseffektiva substitut till GPUs. Inte att ngon lyckas kopiera hela Nvidias moat och pressa priserna. Fr trning av modeller r Nvidias position i min mening betydligt skrare"
X Link 2024-02-24T10:24Z [----] followers, [--] engagements
"Micron Technology $MU upp 6% p nyheten att de inlett volymproduktion av HBM3E-minnen. Ska bland annat anvndas i Nvidias H200 frn och med H2 [----]. Ibland r marknaden inte speciellt effektiv eftersom ungefrlig tidpunkt "tidigt 2024" varit knt sedan tidigare"
X Link 2024-02-26T17:51Z [----] followers, [--] engagements
"Brukar inte vilja kasta skit eftersom jag vet det r ltt att g snett i investeringar. MEN. jag tycker faktiskt det r bedrvligt att marknadsfra en "tech"-fond mot retail-investerare samtidigt som fonden knappt haft ngon exponering mot hrdvara (idag 2.45%). Detta under flera r d tech-vrlden nstan uteslutande pratat om halvledare. Det r faktiskt RIKTIGT dligt"
X Link 2024-02-26T20:52Z [----] followers, [--] engagements
"@NemCapSE Vad pratar du om Inte skapats ngon strre avkastning Bertta grna mer"
X Link 2024-02-26T21:22Z [----] followers, [--] engagements
"@skaaltamigfan Det r nog litografi-maskiner du tnker p som har brutalt hg capex. Upp mot $180 miljoner styck. I Europa finns dessa enbart i Intels fabrik p Irland i dagslget"
X Link 2024-02-27T18:04Z [----] followers, [--] engagements
"@TomHedrup Nej Tom det r du som nnu en gng visar dig obildad genom att frneka politikernas verktygslda mot inflation dvs finanspolitiken. Jag frstr varfr M frlorade Stockholm om det var din kompetens som partiet lutat sig p. Utbildning allmnbildning"
X Link 2024-03-06T22:45Z [----] followers, [--] engagements
"@PGWahlen Alliansfriheten har tjnat sitt syfte och r en fin tanke i grunden. Den har medfrt mycket gott fr Sverige exempelvis att vi har fina Saab och en unik teknologisk frmga fr ett s litet land. Men mycket har frndrats sedan [----] [----] och defintivt sedan 2022"
X Link 2024-03-07T17:26Z [----] followers, [--] engagements
"@Skarp_skytt @PGWahlen Inget av det du nmner motsger faktumet att exempelvis svensk teknologisk frmga gynnats av det. Oavsett hur vra fiender sett p oss"
X Link 2024-03-07T18:02Z [----] followers, [--] engagements
"@Skarp_skytt @PGWahlen Givet hur stort Saab r och varit i termer av antal anstllda ingenjrer har det sannolikt haft en ganska stor historisk spridningseffekt utver enbart vapenteknologi. Men visst priset fr det har givetvis varit en hgre risk och oskerhet"
X Link 2024-03-07T18:10Z [----] followers, [--] engagements
"@mangan7 @PGWahlen Du fr ta och lsa mina andra svar i trden"
X Link 2024-03-07T19:04Z [----] followers, [--] engagements
"ASML upp 21% sedan Q4 den [--] januari. Om utvecklingen reflekterar framtida efterfrgan av EUV/High-NA EUV skulle jag brja titta p te x Atlas Copco som i min mening laggar relevanta peers. Framfrallt om man zoomar ut utanfr [--] riga prognosperioden"
X Link 2024-03-08T16:30Z [----] followers, [--] engagements
"Infr Nvidia's keynote p mndag och OFC veckan efter har jag skrivit om vilka utmaningar AI mter i datacentret. Omnmnda bolag: Nvidia SK Hynix Micron Technology Broadcom Celestial AI Lightmatter Ayar Labs Sivers Semiconductors Macom Rambus mfl"
X Link 2024-03-16T10:45Z [----] followers, 10.6K engagements
"@StefanThelenius @Franzen_Fabian @alden_niklas Tack Stefan Hann inte svara p din frga men jag tror mitt budskap gick fram nd :)"
X Link 2024-04-04T20:10Z [----] followers, [--] engagements
"@Investeraren Mste vara baserat p gammal info. Dagens leading-edge fabs kostar mellan USD 20-30bn"
X Link 2024-04-09T16:27Z [----] followers, [--] engagements
"Just published my thoughts of yesterday's Q1 report by $ASML. Overall sluggish quarters are nothing new for ASML. The company clearly anticipates an increase in activity from H2 [----] and beyond. My post can be read at: https://siliconmatter.substack.com/p/asml-q1-main-takeaways https://siliconmatter.substack.com/p/asml-q1-main-takeaways"
X Link 2024-04-18T18:46Z [----] followers, [----] engagements
"With $TSMC maintaining its capital expenditure target of $28-32 billion for [----] it is not unreasonable to expect H2 [----] to become quite EUV intense for ASML. I know that some expected TSMC to increase its target today but that will likely happen for [----] instead"
X Link 2024-04-18T20:02Z [----] followers, [---] engagements
"Regardless ASML's DUV order book continues to look solid (see delta between ordered and sold DUV tools in the chart below). A so-so quarter will not change that. Btw I added a few more things to the post"
X Link 2024-04-19T05:39Z [----] followers, [---] engagements
"Trevlig information frn bde Melexis och Texas Instruments idag. Lager-korrigeringen inom automotive-segmentet verkar vara frbi nu. Extra intressant fr halvledartillverkare med hg exponering mot automotive exempelvis X-FAB Infineon NXP och ON Semi"
X Link 2024-04-24T15:58Z [----] followers, [--] engagements
"Nmnde i poddavsnittet fr ngra veckor sedan att halvledartillverkare (ej bara TMSC) kan brja bli intressanta att titta p. Just pga de svaga consumer- och automotive-segmenten. Mnga har gtt knackigt. Kul med besked om en vndning frn tv olika bolag under en period av 24h"
X Link 2024-04-24T15:58Z [----] followers, [--] engagements
"@Murberget1 @JonasBackman2 Lumentum Macom Broadcom och Sivers har nog alla goda chanser att f dela p den framtida marknaden. Globala InP-kapaciteten r begrnsad. Men Sivers blir mer ett pure-play och verkar hittills vara den leverantr som kan tillverka vassast arrays fr just denna applikation"
X Link 2024-04-25T20:19Z [----] followers, [--] engagements
"Nyckeln fr Intel r att komma ifatt och i bsta fall terta tech leadership. Detta krvs fr att bolaget ska vinna tillrckligt viktiga kunder (volym) fr att deras Foundry-satsning ska bli lnsam. Lyckas inte detta fram till 2028/2030 ngon gng s r det nog tack och adj"
X Link 2024-04-26T15:55Z [----] followers, [--] engagements
"Bolaget satsar nu hrt p EUV och kommer sannolikt vara den frsta aktren som erbjuder tillverkning med hjlp av High-NA EUV. Det i sig r dock ingen garanti fr framgng. Men det r tminstone ett steg framt. Intel har inte varit s hr pass framtlutade p vldigt lnge"
X Link 2024-04-26T15:55Z [----] followers, [--] engagements
"@Kort_sikt En frutsttning fr att f med sig ett sjlvml r vl dock att ha ngot som tminstone kan liknas vid ett anfallsspel"
X Link 2024-04-28T13:06Z [----] followers, [--] engagements
"Fick fr ett tag sedan frgan hur jag investerar. Nedan chart visar nuvarande exponering. Den har frndrats kraftigt genom ren. Fr [--] r sedan stod gamingsektorn (innan medellders kostymnissar brjade kasta pengar p den) fr en liknande andel som halvledarsektorn idag gr"
X Link 2024-04-29T19:59Z [----] followers, [--] engagements
"Marknadens topline-prognos fr Nvidia ser imo fortsatt hyfsat korrekt ut kommande [--] ren. TSMC har sedan tidigare avsett dubblera sin CoWoS-kapacitet frn 15k/mnad [----] till 30k [----]. Nu ska kapaciteten upp mot 50k/mnad pga Nvidia och AMD bokat all ledig kapacitet t.o.m 2025"
X Link 2024-05-06T05:15Z [----] followers, [--] engagements
""With inflation falling interest rates coming down and the peso on fire in one market Milei is already proving the global Left-wing economic establishmentaddicted to bigger government and endless deficitswrong" Milei-effekten: https://www.telegraph.co.uk/business/2024/05/04/argentina-javier-milei-proving-left-wing-economy-wrong/ https://www.telegraph.co.uk/business/2024/05/04/argentina-javier-milei-proving-left-wing-economy-wrong/"
X Link 2024-05-08T17:47Z [----] followers, [----] engagements
"Tydlig markering mot antisemitism hat och :s diverse marionetter - genom en musiktvling. Vore intressant att veta procentuell frdelning i 12p-lnderna och totalt av alla rster. Misstnker den var hg. Ps. 1000p till & polis fr nrvaro och insats"
X Link 2024-05-12T13:09Z [----] followers, [--] engagements
"Inom mjukvara ingen aning. Dremot blir hrdvara given vinnare. Skulle reka poddavsnittet jag deltog i fr att f bredare bild av hrdvara. Frutom the usual suspects (Nvidia Marvell Broadcom TSMC och diverse olika equipment-leverantrer) tror jag power electronics (SiC) underskattas av markanden just nu eftersom allt hgre krav p energieffektiv infrastruktur kommer stllas i framtiden"
X Link 2024-05-14T06:18Z [----] followers, [--] engagements
"@stckpkr Det kommer aldrig ske en AI-boom i europeiska datacenter. Det finns en stor anledning till att Europa inte ens har 5% av dagens AI FLOPs. Europeisk energimix kraftiga importberoende r en fet rdflagg. MS-analytikern frsker i bsta fall generera ngra affrer t mklardesken"
X Link 2024-05-15T21:43Z [----] followers, [--] engagements
""HBM3e to make up 35% of advanced process wafer input by end of 2024" "Without significant investment in expanding capacity the prioritization of HBM could lead to insufficient DRAM supply due to capacity constraints" Sweet https://twitter.com/jor0s3n/status/1770550176102392031 https://www.trendforce.com/presscenter/news/20240520-12143.html Skrev i min senaste artikel om varfr minnestillverkarna kan st infr en riktigt stark cykel. Ngot som delvis redan prisats in (tminstone mer n vad som brukar prisas in i denna fas). https://t.co/ZeIyGESAuj"
X Link 2024-05-21T18:38Z [----] followers, [----] engagements
"@Ygeman Vad rker du Sossarnas kompisar i den iranska regimen gratulerade honom dock. https://www.politico.eu/article/giorgia-meloni-volodymyr-zelenskyy-eu-should-hurry-up-and-let-ukraine-in/ https://www.politico.eu/article/giorgia-meloni-volodymyr-zelenskyy-eu-should-hurry-up-and-let-ukraine-in/"
X Link 2024-06-04T21:01Z [----] followers, [----] engagements
"@NothingBreturn Big brother is watching you. Sknt stt att vidareutveckla sin AI dock. Genom att lsa av anvndares mejlkorrespondens😅"
X Link 2024-06-10T21:44Z [----] followers, [--] engagements
"@MEDClementz @Aktiediplomaten @EkonomiGabriel gandertten glmdes bort i ivern att kasta skit p Musk 😂"
X Link 2024-06-11T07:54Z [----] followers, [--] engagements
"Som jag misstnkte hade marknaden prisat in cykeln lite vl. Q3 topline och EPS-beat. Q4 outlook r dremot hyfsat i linje med frvntan. Rejlt med pisk AH. Ganska aggressiv capex-plan fr FY2025. Tyder nog p att cykeln kan bli lngre n "normalt". $MU"
X Link 2024-06-26T20:31Z [----] followers, [--] engagements
"@JonahLupton It is too late to start building a position in $MU during this cycle mate. Awful risk/reward"
X Link 2024-06-27T21:01Z [----] followers, [----] engagements
"Kamala Harris lyckades inte ta sig till Demokraternas frsta primrval i Iowa [----] utan hoppade av infr. Pollade omkring 3% d. Hon kommer inte bli slutlig kandidat. Och om hon blir det s sger "populariteten" infr primrvalen en del om utsikterna. https://x.com/TulsiGabbard/status/1815122213479276897 Bidens out Kamala is in. Dont be fooled: policies wont change. Just like Biden wasnt the one calling the shots Kamala Harris wont be either. She is the new figurehead for the deep state and the maidservant of Hillary Clinton queen of the cabal of warmongers. They will https://t.co/pdwLQwJzR8"
X Link 2024-07-21T20:53Z [----] followers, [----] engagements
"@ObscurValuation Atlas Copco. Market leader within industrial compressors. Nicely priced vs. for example Ingersoll Rand. Particularly if also taking into consideration a large and attractive exposure to the semiconductor industry (fab infrastructure) with their vacuum pump offering"
X Link 2024-07-25T21:50Z [----] followers, [----] engagements
"Micron Technology $MU nu -30% sedan 17e juni. Samtidigt som tidigare kursuppgng var driven av AI-FOMO tror jag inte det redan r dags att fullt ut prisa in en nedgng av marknadscykeln. Men terstr att se nr/om det r dags att agera p uppsidan igen"
X Link 2024-07-30T15:26Z [----] followers, [--] engagements
"Onsemi $ON rapporterade Q2 igr. Detta var intressant rrande EV och silicon carbide (Aehr Test Systems & Aixtron $AEHR $AIXA). Trots en fr nrvarande lgre EV-tillvxttakt s r SiC-penetrationen lg. Samtidigt pushar alla OEMs fr infrande av SiC i framtida modeller"
X Link 2024-07-30T15:44Z [----] followers, [--] engagements
"@TheGruvfyllo Yes jag sjlv hade grna sett debatt redan imorgon mellan bda. Och tror nog det blir av frr eller senare. Spekulerar mer kring vad som kan vara ren strategi fr nrvarande och varfr. Detsamma Per"
X Link 2024-08-02T20:10Z [----] followers, [--] engagements
"Harris real politics: - Wants open border policy - Wants price controls - Wants to increase tax on capital gains to 45% - Wants to increase corporate tax to 28% - Wants to ban fracking - Compared ICE (border police) to KKK - Wanted to defund the police Well good luck with that"
X Link 2024-08-20T20:40Z [----] followers, [----] engagements
"X-FAB is a small European semiconductor foundry with a market cap of $800m. It operates manufacturing facilities in the US Malaysia and Europe with a focus on automotive industrial and medical sectors"
X Link 2024-09-03T12:27Z [----] followers, [---] engagements
"X-FAB's growth potential seems to be undervalued due to current and short-term market conditions for the EV SiC and industrial segments Major SiC players however like STMicroelectronics and Onsemi continues to invest in SiC capacity despite current market fear"
X Link 2024-09-03T12:27Z [----] followers, [---] engagements
"X-FAB'S strong business partnership and LTAs with Melexis a major and significant customer supports its ambitious expansion plans. Despite a challenging current market X-FAB can be perceived as s compelling risk/reward opportunity with its NTM EV/EBITDA of 3x"
X Link 2024-09-03T12:27Z [----] followers, [---] engagements
"@roversfan09 Yeah he is obviously bad at handling players. I remember when Jon Dahl Tomasson told media that 18-year old Sebastian Nanasi was not good enough for Malm FF. Now [--] years later Malm FF sold Nanasi for EUR [--] million to Strasbourg. Would not have happened under JDT"
X Link 2024-09-09T21:29Z [----] followers, [----] engagements
"Exciting for Aixtron if accurate👇 It is also worth mentioning that Germany seems to evaluate introducing BEV incentives once again. One can have personal opinions about it (I do) but simultaneously play by the book. https://x.com/BeuvingJordy/status/1833433403137339728 Samsung carefully sets foundry layout by importing GaN equipment in 2Q24 $AIXA $ASM $NXP $STM $IFX https://t.co/ZVc9M6jaww https://x.com/BeuvingJordy/status/1833433403137339728 Samsung carefully sets foundry layout by importing GaN equipment in 2Q24 $AIXA $ASM $NXP $STM $IFX https://t.co/ZVc9M6jaww"
X Link 2024-09-10T09:46Z [----] followers, [----] engagements
"If Swedish EpinovaTech is successful in developing their 12" NovaGaN wafers with a breakdown voltage [----] volt @OlaRollen's investment could turn out as a very good one. https://x.com/OlaRollen/status/1790284329458794983 Super excited about this project https://t.co/MKv1LxOhQm https://x.com/OlaRollen/status/1790284329458794983 Super excited about this project https://t.co/MKv1LxOhQm"
X Link 2024-09-12T18:43Z [----] followers, [----] engagements
"$MU Q4 revenue of $7.75bn +1% vs expectations of $7.64bn. Non-GAAP EPS of $1.18 6% above expectations of $1.11. Guides Q125 revenue of $ 8.70bn vs consensus at $8.25bn. Non-GAAP EPS expected at $1.74 vs expected $1.56"
X Link 2024-09-25T20:14Z [----] followers, [---] engagements
"Share is currently up 10% in after hours"
X Link 2024-09-25T20:16Z [----] followers, [---] engagements
"Micron $MU call notes 🧵: We expect the HBM TAM to grow from approximately $4bn in calendar [----] to over $25bn in calendar [----]. As we have said before our HBM is sold out for calendar [----] and [----] with pricing already determined for this timeframe https://x.com/jor0s3n/status/1839012126624739329 I rarely speculate on earnings. But Ive initiated a small position in Micron ahead of tonights report. Market sentiment is very negative. The stock is down 35% since my post in June. Its usually not a straight drop to the bottom. But well see. https://t.co/QpHfaKakmg"
X Link 2024-09-25T20:43Z [----] followers, [----] engagements
"Sell through of PCs continues at a steady pace with a seasonal increase in H2 calendar [----]. We expect healthier inventories at PC OEMs by spring [----]. We expect a significant shift towards AI driven functionalities in PCs"
X Link 2024-09-25T20:48Z [----] followers, [---] engagements
"The automotive industry continues to adjust the mix of EV hybrid and traditional vehicles meet evolving customer demand. As auto customer inventories adjust to this new mix we expect a resumption in our automotive growth in the second half of fiscal 2025"
X Link 2024-09-25T20:49Z [----] followers, [---] engagements
""Due to capex & supply reduction we expect industry DRAM & NAND wafer capacity in [----] to be below [----] levels. This combined with an increasing mix of HBM wafers is reducing DRAM supply contributing to an expected healthy industry supply demand environment in calendar 2025.""
X Link 2024-09-25T20:55Z [----] followers, [---] engagements
"Current and historical RCP averages for Democrat nominees in key swing states on October 11"
X Link 2024-10-12T16:17Z [----] followers, [----] engagements
"Unless pollsters have overweighted Trump these poll results are so bad for Harris that I've actually placed a bet on Michelle Obama as president. Imagine the swing in odds if Democrats would pull another (panic) shenanigan and replace Harris with Obama as their candidate"
X Link 2024-10-12T18:08Z [----] followers, [---] engagements
"@JohanIngero Tycker det tyder p att han gr fr popular vote eftersom han kampanjar i dessa stater. Infr [----] kampanjade han i Minnesota och New Hampshire under den absoluta slutspurten. Sannolikt pga interna polls sg bra ut"
X Link 2024-10-13T20:36Z [----] followers, [--] engagements
"In Michigan R counties are currently out-pacing D counties for mail-in-ballot requests vs this time in 2020"
X Link 2024-10-14T19:20Z [----] followers, [--] engagements
"In North Carolina R represents a larger share of mail-in-votes than in [----]. R currently are at 16% of their final [----] return total while D are at 7%. https://x.com/EricLDaugh/status/1845614900271370657 #NEW NORTH CAROLINA mail-in voting update 🔵 Democratic: 37.5% [-----] 🟡 Other: 35.5% +4.3 🔴 Republican: 27% +9.4 +/- from YTD [----] returns Data: TargetEarly https://x.com/EricLDaugh/status/1845614900271370657 #NEW NORTH CAROLINA mail-in voting update 🔵 Democratic: 37.5% [-----] 🟡 Other: 35.5% +4.3 🔴 Republican: 27% +9.4 +/- from YTD [----] returns Data: TargetEarly"
X Link 2024-10-14T19:20Z [----] followers, [---] engagements
"Consuming a bit of copium today. However it has never been a wise thing to trade ASML on quarterly bookings. Push outs have always been a thing FY2025 is still expected to generate topline growth of 11-30%. https://x.com/DeItaone/status/1846198737338548637 ASML 3Q BOOKINGS EU2.63B EST. EU5.39B ASML CUTS [----] NET SALES GROSS MARGIN GUIDANCE ASML SHARES DROP 11% AFTER 3Q BOOKINGS MISS ESTIMATES https://x.com/DeItaone/status/1846198737338548637 ASML 3Q BOOKINGS EU2.63B EST. EU5.39B ASML CUTS [----] NET SALES GROSS MARGIN GUIDANCE ASML SHARES DROP 11% AFTER 3Q BOOKINGS MISS ESTIMATES"
X Link 2024-10-15T15:17Z [----] followers, [----] engagements
"@VetTechTrader Why would you assume low backlog coverage when exiting FY2025 [--] months from here My guess would rather be that current push outs will benefit bookings in FY2025"
X Link 2024-10-15T15:42Z [----] followers, [---] engagements
"Interesting Nevada data shows that D during early voting is cannibalizing their high-propensity votes at a higher rate than R. https://x.com/RyanGirdusky/status/1848048452418039978 Clark County NV mail in ballots very telling. Democrats are cannibalizing their high-propensity vote at a greater frequency than Republicans. Republicans are doing a better job at getting low propensity voters than Democrats. https://t.co/xS1KktFVoq https://x.com/RyanGirdusky/status/1848048452418039978 Clark County NV mail in ballots very telling. Democrats are cannibalizing their high-propensity vote at a greater"
X Link 2024-10-20T18:25Z [----] followers, [---] engagements
"Similar pattern can be seen in several states including North Carolina. https://x.com/DataRepublican/status/1847970250664431705 https://x.com/DataRepublican/status/1847970250664431705"
X Link 2024-10-20T18:25Z [----] followers, [---] engagements
"Continued solid early voting figures for R in Nevada. Thus far a 7ppt swing from [---] in [----] to +3. For those not into US politics R usually also have a huge turnout advantage on election day in-person voting. All across the US. https://x.com/RalstonReports/status/1848581575258132987t=4HqvUMWNgIfKYs1LJilv1g&s=19 https://x.com/RalstonReports/status/1848581575258132987t=4HqvUMWNgIfKYs1LJilv1g&s=19"
X Link 2024-10-22T05:21Z [----] followers, [----] engagements
"It almost seems like D feel the need to defend New Hampshire. lol. This gives off [----] vibes. https://x.com/EricLDaugh/status/1848760348867764456 🚨 BREAKING: Joe Biden and Bernie Sanders are visiting New Hampshire today to tout Biden-Harris administration policies campaign for Harris (WMUR) https://x.com/EricLDaugh/status/1848760348867764456 🚨 BREAKING: Joe Biden and Bernie Sanders are visiting New Hampshire today to tout Biden-Harris administration policies campaign for Harris (WMUR)"
X Link 2024-10-22T16:29Z [----] followers, [---] engagements
"North Carolina current mail and early in-person voting: D 35.0% [------] (2020: 37.3% 1716613) R 33.6% [------] (2020: 31.7% 1456501) Other 31.4% [------] (2020: 30.4% 1399468) NC [----] results: Trump: [-------] (+74483) Biden: 2684292"
X Link 2024-10-22T20:03Z [----] followers, [---] engagements
"Unedited interviews like this should be a requirement for anyone running for public office. [--] million views on YouTube alone not including Spotify. Legacy media is dead. https://youtu.be/hBMoPUAeLnYsi=_Sgunrcsgty0FyQ2 https://youtu.be/hBMoPUAeLnYsi=_Sgunrcsgty0FyQ2"
X Link 2024-10-27T22:42Z [----] followers, [----] engagements
"Bezos apparently isn't a fan of the idea of taxing unrealized gains. Nor of this propaganda level bias 👇 https://x.com/disclosetv/status/1850903928272986462 JUST IN - Washington Post owner Jeff Bezos has reportedly given the newspaper a mandate to add more conservative opinion writers at the paper NY Post https://x.com/disclosetv/status/1850903928272986462 JUST IN - Washington Post owner Jeff Bezos has reportedly given the newspaper a mandate to add more conservative opinion writers at the paper NY Post"
X Link 2024-10-28T18:09Z [----] followers, [----] engagements
"Global hero Buzz Aldrin joins the pile of "garbage". I guess Joe Biden didn't see that one coming. https://x.com/DrEliDavid/status/1851640978471358685 Buzz Aldrin the second person to walk on the Moon endorses @realDonaldTrump 🌒 https://t.co/emMtNh7N9f https://x.com/DrEliDavid/status/1851640978471358685 Buzz Aldrin the second person to walk on the Moon endorses @realDonaldTrump 🌒 https://t.co/emMtNh7N9f"
X Link 2024-10-30T17:51Z [----] followers, [----] engagements
"Duval and Miami Dade being flipped in Florida would be significant"
X Link 2024-11-06T00:49Z [----] followers, [----] engagements
"Loudon county in Nova VA: Shift from +25 in [----] to +17 this year show signs of a failed Harris campaign. VA could end up as a really tight race if that is state wide"
X Link 2024-11-06T01:36Z [----] followers, [---] engagements
"Popular vote within reach. Not that I'm surprised. https://x.com/jor0s3n/status/1845564227848958384 @JohanIngero Tycker det tyder p att han gr fr popular vote eftersom han kampanjar i dessa stater. Infr [----] kampanjade han i Minnesota och New Hampshire under den absoluta slutspurten. Sannolikt pga interna polls sg bra ut. https://x.com/jor0s3n/status/1845564227848958384 @JohanIngero Tycker det tyder p att han gr fr popular vote eftersom han kampanjar i dessa stater. Infr [----] kampanjade han i Minnesota och New Hampshire under den absoluta slutspurten. Sannolikt pga interna polls sg bra ut"
X Link 2024-11-06T03:18Z [----] followers, [---] engagements
"Browsed through $ASML's capital markets day transcript and slides. And let's just say that those driving the "peak-litho" narrative must be VERY short-term focused lol. I have already added to my ASML holding and I might publish a short write-up later this week"
X Link 2024-11-18T21:10Z [----] followers, [--] engagements
"Browsed through $ASML's capital markets day transcript and slides. And let's just say that those driving the "peak-litho" narrative must be VERY short-term focused lol. I have already added to my ASML holding and I might publish a short write-up later this week"
X Link 2024-11-18T21:13Z [----] followers, [----] engagements
"ASML ( $ASML ) debunks "peak litho" narrative. I also took the liberty of quoting one of @lithos_graphein X-posts. A must-follow account for anyone interested in semiconductors and lithography. https://siliconmatter.substack.com/p/asml-debunks-peak-litho-narrative https://siliconmatter.substack.com/p/asml-debunks-peak-litho-narrative"
X Link 2024-11-23T12:25Z [----] followers, [----] engagements
"Thanks to all new subscribers of Silicon Matter It's especially encouraging to see industry professionals subscribing after my piece on $ASML debunking the peak lithography narrative"
X Link 2024-11-26T19:17Z [----] followers, [----] engagements
"It sure looks like the plane was hit by something. We all know which country has a track record of shooting down commercial airliners. RIP to those onboard"
X Link 2024-12-25T14:22Z [----] followers, [----] engagements
"For reference this is how shrapnel from a SAM anti-air missile hit looks like on the vertical stabilizer and rudder"
X Link 2024-12-25T14:22Z [----] followers, [----] engagements
"Investing and equity research isnt always about pinpoint accuracy - its more about spotting likely trends and anticipating where things are headed. Three years ago after Russias invasion of Ukraine I pitched Swedish defense firm Mildef to micro/small-cap fund managers forecasting a 100% price gain within three years driven by rising Nordic defense spending. While I underestimated revenue growth and overestimated margins the stock has still soared by roughly 200% in that time. Long-range forecasts like these often fall short but its always rewarding to look back on those that land on or above"
X Link 2025-03-19T20:20Z [----] followers, [----] engagements
"Coherent $COHR has my attention again👀 The datacenter transceiver market is expected to explode in coming years and hyperscalers are increasingly making direct purchases. Additionally Coherent recently got listed as one of Nvidia's suppliers for switching co-packaged optics"
X Link 2025-04-04T14:38Z [----] followers, [---] engagements
"Bckstrm has racked up [---] assists to Ovi over the years. Following this epic duo since around 2008/09ish has been a blast. Well probably never see a pair like them again. https://x.com/Capitals/status/1908997643436507398 we are in our feeeeeeeels y'all https://t.co/YvpnCg2Xr8 https://x.com/Capitals/status/1908997643436507398 we are in our feeeeeeeels y'all https://t.co/YvpnCg2Xr8"
X Link 2025-04-06T21:57Z [----] followers, [---] engagements
"Map displaying US data center fiber optic and power transmission infrastructure highlighting significant data center capacity expansions and proposed expansions. Huge capex $ will be flowing into this infrastructure. It would be interesting to see a similar map for Europe"
X Link 2025-05-05T14:39Z [----] followers, [---] engagements
"Sivers Semiconductor has delivered a series of positive updates recently. ✅Sub-supplier for US Army & Navy ✅OEM partner with O-NET for datacenter CPO applications ✅Foundry partnership with Win Semi ✅Finalized refinancing with a US bank & lender https://x.com/jor0s3n/status/1904619945801257148 "Sivers Semiconductors announces collaboration with WIN Semiconductor to scale high-volume DFB laser production" Great pick by Sivers. WIN Semi has a track-record of supplying for example Lumentum and Apple with various types of lasers. https://x.com/jor0s3n/status/1904619945801257148 "Sivers"
X Link 2025-05-13T19:52Z [----] followers, [----] engagements
"B-2 Spirit and MOP o'clock"
X Link 2025-06-17T21:29Z [----] followers, [---] engagements
"HSBC has a pretty bullish view on Broadcom's $AVGO ASIC revenue in coming years. Their estimates would imply helluva growth compared to FY24 total revenue of $51 billion"
X Link 2025-07-02T17:54Z [----] followers, [----] engagements
"Wuchang: Fallen Feathers hits 100k pre-orders and 1.5M wishlists per @alineaanalytics. Looks decent ahead of release. DiB +41% YTD. StarRupture gains followers and wishlists but share price may be a bit ahead of itself. Creepy Jar +72% YTD. https://x.com/jor0s3n/status/1893016721121833111 Additionally I have been on the brink of divesting both Digital Bros and Creepy Jar following 2-3 months of strong share performance. But then I look at both Wuchang and StarRupture and just. NOPE. I want to see how the interest for each of them develops ahead of release."
X Link 2025-07-07T19:25Z [----] followers, [----] engagements
"Short squeeze following today's press release $Aehr https://x.com/jor0s3n/status/1909751136313287026t=FYLIOw8Fque-WKDP2Tu1rQ&s=19 $AEHR posted a strong Q3 with solid bookings as well. Their rapid expansion into new market segments is quite impressive considering how the SiC space is struggling. "artificial intelligence processors burn-in representing over 35% of our business in just the first year" With https://x.com/jor0s3n/status/1909751136313287026t=FYLIOw8Fque-WKDP2Tu1rQ&s=19 $AEHR posted a strong Q3 with solid bookings as well. Their rapid expansion into new market segments is quite"
X Link 2025-07-22T18:53Z [----] followers, [----] engagements
"Wuchang has received solid review scores with anything around [--] considered good. PC pre-orders in China alone are now estimated at [------------] and the game has climbed to 2nd place on Steam's Global top-seller list. I argue that a Day [--] Steam CCU below 150k would be disappointing. Furthermore it is reasonable to assume a peak CCU [--] days post-launch likely over the weekend. Also a very interesting note in today's news release from $DiB is that their net debt has decreased by [--] MEUR despite lower than expected topline in Q4. The lower net debt is not something the company planned for. One"
X Link 2025-07-23T09:43Z [----] followers, [----] engagements
"Now #1 top selling game on Steam while on pre-order"
X Link 2025-07-23T12:32Z [----] followers, [---] engagements
"More reviews in Good to see Metacritic PC also reaching [--]. A good indication but there are a lot of good games historically that have not sold well. Tomorrow and the days to come will be interesting"
X Link 2025-07-23T20:07Z [----] followers, [---] engagements
"Well this could be interesting💀☠. Unfortunately poor user reception. Initial user reviews are negative due to performance issues/high system requirements. The Chinese audience is generally very picky about these things. Might reconsider my holding. https://x.com/jor0s3n/status/1947955683241959909 Wuchang has received solid review scores with anything around [--] considered good. PC pre-orders in China alone are now estimated at [------------] and the game has climbed to 2nd place on Steam's Global top-seller list. I argue that a Day [--] Steam CCU below 150k would be https://t.co/aAWAt1iLId"
X Link 2025-07-24T04:18Z [----] followers, [----] engagements
"$AMD is cooking They have reportedly increased the price of their MI350 AI chip by $10000 to $25000 a roughly 65% hike. Furthermore HSBC reports that the MI350 now is capable to compete with $NVDA's Blackwell B200. AMD's AI chip sales for next year is now projected to hit $15.1bn up from previous estimate of $9.6bn. Pretty happy with my $AMD entry earlier this year"
X Link 2025-07-28T09:20Z [----] followers, [----] engagements
"Finished five books by John Scalzi this year. He is known for writing easy-going Sci-Fi. No master pieces just very chill reads. Highly recommend the top three books in the Old Man's War series. If comedy is your vibe the bottom two standalone novels are very fun"
X Link 2025-08-26T19:59Z [----] followers, [---] engagements
"Spending most time reading to keep up with semiconductor technology advancements as well as learning geology from scratch - also requires some ENTERTAINMENT in-between 😅"
X Link 2025-08-26T20:10Z [----] followers, [---] engagements
"Broadcom $AVGO now up 80% in the past [--] months. Yesterday's report really smashed it +10% today. New customer alone adds $10 billion in order value for H2 FY2026. XPU (ASIC) growth continues to accelerate🚀 https://x.com/jor0s3n/status/1940469084812202270t=o57Xwo9eU2qoIwtcmiEwYA&s=19 HSBC has a pretty bullish view on Broadcom's $AVGO ASIC revenue in coming years. Their estimates would imply helluva growth compared to FY24 total revenue of $51 billion. https://t.co/0YPk2mFBRp https://x.com/jor0s3n/status/1940469084812202270t=o57Xwo9eU2qoIwtcmiEwYA&s=19 HSBC has a pretty bullish view on"
X Link 2025-09-05T17:39Z [----] followers, [----] engagements
"Noted the different use cases for CPUs GPUs ASICs and FPGAs in a sector report two years ago. What Broadcom really leverages on today is the surging demand for application specific inference and XPUs designed for these workloads"
X Link 2025-09-05T18:01Z [----] followers, [---] engagements
"Great first results from $BIG.V [----] drill program 81m intercept of 1.5% Cu and [---] g/t Ag within a larger interval of127m of1.1% Cu and [---] g/t Ag. In total 0.66% Cu (0.7% CuEq) over 346m. [--] completed holes with pending assays and [--] in progress. https://x.com/HerculesMetals/status/1968277985942769969 🚨BIG News: Hercules Metals Intersects 81m of 1.5% Copper within 346m of 0.66% in first [----] Drill Hole Completed at Leviathan🚨 Hercules has intersected high-grade mineralization and found more evidence of hypogene enrichment. Read the full news release here: https://t.co/CVg5a6huUp"
X Link 2025-09-17T17:37Z [----] followers, [----] engagements
"Wall Street's conclusions in the past month: Sep [--] $AVGO announced OpenAI as a new customer: "Bad for $AMD" Sep [--] $NVDA in $100 billion deal with OpenAI: "Negative for $AVGO and $AMD" Oct [--] $AMD in strategic partnership with OpenAI: "Bad for $AVGO" Nvidia sole winner 🥲"
X Link 2025-10-06T17:56Z [----] followers, [---] engagements
"Meanwhile: Intel $INTC (better not type $INT and accidentally stir up more drama)"
X Link 2025-10-06T18:12Z [----] followers, [---] engagements
"Ukraine next"
X Link 2025-10-13T18:17Z [----] followers, [---] engagements
"I'm guessing the growth will continue for a while. $AVGO Broadcom will build custom data center chips for OpenAI and the deal covers 10GW of compute capacity https://x.com/jor0s3n/status/1964020474033189183 Broadcom $AVGO now up 80% in the past [--] months. Yesterday's report really smashed it +10% today. New customer alone adds $10 billion in order value for H2 FY2026. XPU (ASIC) growth continues to accelerate🚀 https://t.co/Sg5ShahBSB https://x.com/jor0s3n/status/1964020474033189183 Broadcom $AVGO now up 80% in the past [--] months. Yesterday's report really smashed it +10% today. New customer"
X Link 2025-10-13T18:30Z [----] followers, [----] engagements
"@bergerbell @ulrikagg This is also a classic disconnect 😂"
X Link 2021-10-11T21:54Z [----] followers, [--] engagements
"@danvanmoll @jack Have a read about Swedish KBS-3 technology. The issue has already been solved and implemented in Finland (Onkalo). https://youtu.be/aoy_WJ3mE50 https://youtu.be/aoy_WJ3mE50"
X Link 2022-01-04T22:18Z [----] followers, [--] engagements
"Welcome to Stockholm USS Kearsarge 🤝 #skpol"
X Link 2022-06-02T17:33Z [----] followers, [--] engagements
"@IAPonomarenko Tbh he revealed himself already with his made up "Kherson bicycle night operation". If it was even remotely true a SOF team member would never tweet about it. By tweeting about it he probably put real civilians in danger of being accused for potentially collaborating"
X Link 2022-07-01T23:29Z [----] followers, [---] engagements
"@Blue_Sauron Nice to see Swedish tax money (AT4) put to good use in the fight for freedom"
X Link 2022-09-11T11:45Z [----] followers, [--] engagements
"@operativno_ZSU Had to be made"
X Link 2022-11-20T13:38Z [----] followers, [--] engagements
"@PaulJawin Insane bravery and performance under peak stress. Reward him with the best medal there is. The strong determination and commitment shown by ukrainian soldiers over and over again tells us Russia will never win the war they started"
X Link 2023-02-17T23:41Z [----] followers, 17.7K engagements
"@CcibChris Here's a few of them. At F [--] ngelholm"
X Link 2023-03-04T14:07Z [----] followers, [----] engagements
"Yes it can. And not only chatbots. $COHR $LITE $SIVE $MTSI https://www.eetimes.com/can-photonics-power-next-gen-ai-chatbots/ https://www.eetimes.com/can-photonics-power-next-gen-ai-chatbots/"
X Link 2023-06-21T20:50Z [----] followers, [----] engagements
"@alittamakim @jonsson_henrik The gift that keeps on giving https://x.com/hanifbali/status/1688953011203121152 Regeringen lovade bygga fler krnkraftverk och p ngra mnader har de smllt upp en p Gotland Vallfte infriat https://t.co/OuFa8jRlsX https://x.com/hanifbali/status/1688953011203121152 Regeringen lovade bygga fler krnkraftverk och p ngra mnader har de smllt upp en p Gotland Vallfte infriat https://t.co/OuFa8jRlsX"
X Link 2023-08-09T10:20Z [----] followers, 19K engagements
"@shekarabi This you https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor. Islamismen r liksom nazism och kommunism ett hot mot hela mnskligheten. Islamismen mste besegras av oss tillsammans. https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor."
X Link 2023-08-30T19:31Z [----] followers, [----] engagements
"@shekarabi This you https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor. Islamismen r liksom nazism och kommunism ett hot mot hela mnskligheten. Islamismen mste besegras av oss tillsammans. https://x.com/shekarabi/status/1572602445620187137t=5Kui0CTA0bK1jGY_6WG_Hg&s=19 Miljoner modiga iranier riskerar sina liv i kampen fr frihet & mot islamism nu. Lt oss oberoende av partitillhrighet ge vrt std till dessa mnniskor."
X Link 2023-08-30T19:32Z [----] followers, [----] engagements
"@oryxspioenkop PzKpfw V. Looks amazing"
X Link 2023-09-14T11:05Z [----] followers, 11.4K engagements
"@politicalelle That is actually what Swedish liberal politicians gaslighted its population to believe for more than [--] years. And now the largest police operation in Swedish history due to this lovely mix of antisemitic communists and islamists"
X Link 2024-05-09T19:40Z [----] followers, [----] engagements
"@dplus_sportSE Efter ssongen borde ni klippa ihop en "best of Botheim".😅"
X Link 2024-05-24T18:00Z [----] followers, [----] engagements
"@jonsson_henrik Bidragskapitalismens ansikten. Man mr illa"
X Link 2024-07-13T06:54Z [----] followers, [----] engagements
"I spent some time digesting the news that Sivers Semiconductors $SIVE intends to spin off Sivers Photonics and list it in the US. Suddenly there is a much clearer rationale behind the hiring of CEO Vickram Vathulya as he has a primary background in RF/mmWave/wireless communication. More on this further down. By listing Sivers Photonics separately in the US through a SPAC merger increases access to capital from a market that better understands the semiconductor sector. The likelihood of investments from business partners also increases. Cross-ownership among business partners is not uncommon"
X Link 2024-08-07T12:11Z [----] followers, [----] engagements
"@JohanIngero Tycker Ben Shapiro sammanfattade det vl ox. Jag sls mest av hur NPC/robot-aktiga mnga av svaren var. https://x.com/benshapiro/status/1829349446146036040 Kamala was a disaster. Thats why theyve been hiding her from the camera off-script. https://t.co/AfWB1BRPyi https://x.com/benshapiro/status/1829349446146036040 Kamala was a disaster. Thats why theyve been hiding her from the camera off-script. https://t.co/AfWB1BRPyi"
X Link 2024-08-30T07:47Z [----] followers, [----] engagements
"It is very interesting that Sivers Photonics and Ayar Labs are about to demonstrate the worlds first 16-wavelength laser array for small-form-factor Silicon Photonics applications next week at ECOC. It features [---] optical carriers (16x16) and is integrated into Ayar Labs SuperNova solution. This kind of technological leap in my opinion will likely increase the chances of Silicon Photonics broadly being integrated into Nvidias and/or Intels architectures and product designs sooner or later. It is also noteworthy that Lumentum has been removed from Ayar Labs list of suppliers. This suggests"
X Link 2024-09-19T11:09Z [----] followers, [----] engagements
"Sivers Semiconductors is granted first-year funding of $6 million through US Chips Act. The company will lead the 5G/6G Technology Program along with partners like Ericsson Raytheon and MIT. Probably just a nothing burger🤷♂"
X Link 2024-09-30T15:50Z [----] followers, [----] engagements
"Sivers receives 2nd US Chips Act grant. This time a first-year funding of $5.6 million for an electronic warfare program that Sivers will lead with partners such as BAE Systems. In total grants of $11.6 million. Probably also just a nothing burger. 🤷♂ https://x.com/jor0s3n/status/1840781253789864159t=gnkJ39mVORdlzFLDdB7dVA&s=19 Sivers Semiconductors is granted first-year funding of $6 million through US Chips Act. The company will lead the 5G/6G Technology Program along with partners like Ericsson Raytheon and MIT. Probably just a nothing burger🤷♂"
X Link 2024-10-01T06:13Z [----] followers, [----] engagements
"Sivers Semiconductors' SATCOM customer secures an additional 33m in funding. SES recently certified terminals to operate on the company's Ka-band GEO satellites and its MEO O3b network. https://x.com/SkyNews/status/1841447941891911731 http://ALL.SPACE http://ALL.SPACE Advanced communications firm https://t.co/6bMMjXGblA secures 33m from blue-chip backers Read more🔗 https://t.co/r04zTqhNhe https://x.com/SkyNews/status/1841447941891911731 http://ALL.SPACE http://ALL.SPACE Advanced communications firm https://t.co/6bMMjXGblA secures 33m from blue-chip backers Read more🔗 https://t.co/r04zTqhNhe"
X Link 2024-10-02T17:36Z [----] followers, [----] engagements
"@AronFlam @svt Sg att de inte heller nmnde att Mike Walz r vldigt uttalat pro . Istllet mlade de upp en motsatt bild. Rena hjrntvtten av tittarna. https://x.com/igorsushko/status/1856173648710906013 Incoming U.S. National Security Advisor Mike Waltz on April 5th 2022: Putin will only stop when he meets cold hard steel and military might. We must provide sophisticated weapons to Ukraine. We must support Zelensky in an effort to WIN & drive Russia completely out of Ukraine. https://t.co/JIXNtaaSVj https://x.com/igorsushko/status/1856173648710906013 Incoming U.S. National Security Advisor Mike"
X Link 2024-11-12T21:20Z [----] followers, [----] engagements
"@DanielVavra 🤣 I will purchase an extra copy of KCD2 and gift it to a friend just because of this tweet. Keep up the good work"
X Link 2024-12-08T00:01Z [----] followers, [----] engagements
"Eutelsat is up c500% during the past few days on speculations that it could replace Starlink in Ukraine. Meanwhile SES Satellite and Ovzon is up 20% during the same period. All of these three satellite operators could become critical for future European SATCOM capability"
X Link 2025-03-06T10:51Z [----] followers, [----] engagements
"Few hours until Nvidia $NVDA GTC keynote. Time for CPO (co-packaged optics) to enter the chat Could be positive for Broadcom $AVGO and Marvell $MRVL already this year and potentially for Ayar Labs/Lightmatter/Celestial AI and Sivers Semiconductors from [----] onwards"
X Link 2025-03-18T15:30Z [----] followers, [----] engagements
"Also positive for demand of TSMC $TSM CoWoS and SoIC processes and Be Semiconductor $BESI equipment"
X Link 2025-03-18T15:53Z [----] followers, [---] engagements
"Initiated new positions in Onto Innovation and Coherent last week. Hopefully a good move within a 6-12 months horizon. Possibly less than that if halt/delays get announced next week for countries that have initiated negotiations. https://x.com/ElectionWiz/status/1908872007367733709 BREAKING: U.S. NATIONAL ECONOMIC COUNCIL DIRECTOR KEVIN HASSETT SAYS MORE THAN [--] COUNTRIES HAVE REACHED OUT TO WHITE HOUSE TO BEGIN TRADE NEGOTIATIONS https://x.com/ElectionWiz/status/1908872007367733709 BREAKING: U.S. NATIONAL ECONOMIC COUNCIL DIRECTOR KEVIN HASSETT SAYS MORE THAN [--] COUNTRIES HAVE REACHED OUT TO"
X Link 2025-04-06T21:21Z [----] followers, [----] engagements
"I've started to trim my Coherent position after a 50% gain in one month. Instead I will increase my Onto Innovation position which has dropped 20% in the same period. https://x.com/jor0s3n/status/1908993559467786594 Initiated new positions in Onto Innovation and Coherent last week. Hopefully a good move within a 6-12 months horizon. Possibly less than that if halt/delays get announced next week for countries that have initiated negotiations. https://t.co/jvvVpPWAe1 https://x.com/jor0s3n/status/1908993559467786594 Initiated new positions in Onto Innovation and Coherent last week. Hopefully a"
X Link 2025-05-13T19:04Z [----] followers, [----] engagements
"Further reduced my Coherent position after a 67% surge in just [---] months. The tariff turbulence was an ideal swing opportunity in many semi names. Still keeping my AMD and Broadcom positions and will likely add more to my Onto Innovation position. https://x.com/jor0s3n/status/1922367245327503708 I've started to trim my Coherent position after a 50% gain in one month. Instead I will increase my Onto Innovation position which has dropped 20% in the same period. https://t.co/GYik7Qb69C https://x.com/jor0s3n/status/1922367245327503708 I've started to trim my Coherent position after a 50% gain in"
X Link 2025-06-26T21:35Z [----] followers, [----] engagements
"Solid day with Hercules Metals surging 21% and Sivers Semiconductors 17%. Looking ahead I expect decent earnings from Atlas Copco and Net Insight tomorrow. Particularly hoping Net Insights Q2 and H2 [----] results hit impatient family office investors hard. But let's see"
X Link 2025-07-17T20:07Z [----] followers, [----] engagements
"High expectations into this assay. Stock down 45% but still up 35% in 1m. 0.32% CU already from surface to 180m (0.29% over 278m) is a good initial result. Now they need to prove scale at depth & width. Pending assay results for a hole that is 420m deep. https://x.com/IdexMetals/status/1965776842033680800t=XBpDig2Kb-ZCFnRU8f7CYA&s=19 🗞 NEWS // IDEX Metals Reports First Drill Results at the Freeze Project Idaho 🔹 [------] m @ 0.32% Cu from surface 🔹 Continuous oxide & sulfide copper mineralization across [---] m grading 0.29% Cu from surface 🔹 MT geophysics highlights a structural corridor"
X Link 2025-09-10T15:31Z [----] followers, [----] engagements
"$Onto now up 30% since June. Riding on expectations of a sharp acceleration in Q4 AI logic packaging revenue combined with highly probable market share gains next year. My AMD Broadcom and Onto Innovation picks in March/April have all turned out well📈 https://x.com/jor0s3n/status/1938350489864642813t=1xYkLnfYseokWEKXrQd2xA&s=19 Further reduced my Coherent position after a 67% surge in just [---] months. The tariff turbulence was an ideal swing opportunity in many semi names. Still keeping my AMD and Broadcom positions and will likely add more to my Onto Innovation position."
X Link 2025-09-22T18:15Z [----] followers, [----] engagements
"Never bet against $ASML when its forward looking EV/EBIT is in the range of 20-23x. Also good to see $BESI picking up speed on expected future HBM demand and subsequent hybrid bonding adoption"
X Link 2025-10-02T13:33Z [----] followers, [----] engagements
"Whoa It's not every day companies like $AMD surge +30%. https://x.com/jor0s3n/status/1949761929569816838t=BKOFWcyICqQecH28boH_wA&s=19 $AMD is cooking They have reportedly increased the price of their MI350 AI chip by $10000 to $25000 a roughly 65% hike. Furthermore HSBC reports that the MI350 now is capable to compete with $NVDA's Blackwell B200. AMD's AI chip sales for next year is now projected to hit https://t.co/wb5mTbPMal https://x.com/jor0s3n/status/1949761929569816838t=BKOFWcyICqQecH28boH_wA&s=19 $AMD is cooking They have reportedly increased the price of their MI350 AI chip by $10000"
X Link 2025-10-06T13:39Z [----] followers, [----] engagements
"$IDEX Metals intersects 101m of 1.02% Cu 160m of 0.77% Cu and 251m of 0.54% Cu within 421m of 0.37% Cu from surface. Incl. [----] g/t Ag [---] ppm Mo at their Freeze Project in Idaho. Very good Shares up 40%"
X Link 2025-10-07T14:31Z [----] followers, [----] engagements
"Say that you know nothing about SATCOM without saying it. Not exactly a razor-sharp analysis by DNB Carnegie"
X Link 2025-10-21T19:32Z [----] followers, [---] engagements
"For Sivers it is the exact opposite. Operators are shifting toward resilient multi-orbit solutions to counter electronic and hybrid warfare threats. Unlike legacy single-beam GEO setups Siverss products support multi-beam and multi-orbit connections. https://www.all.space/insights/all-space-announces-hydra-max https://www.all.space/insights/all-space-announces-hydra-max https://www.all.space/insights/all-space-announces-hydra-max https://www.all.space/insights/all-space-announces-hydra-max"
X Link 2025-10-21T19:46Z [----] followers, [---] engagements
"This you https://x.com/lindajerneck/status/1981015911663554879t=BfHxRCBvPzBJuaZ8L9sJxA&s=19 https://x.com/lindajerneck/status/1981015911663554879t=BfHxRCBvPzBJuaZ8L9sJxA&s=19"
X Link 2025-10-22T18:04Z [----] followers, 125.5K engagements
"$BESI Orders of EUR175m (vs. consensus of EUR169m) increased by 36.5% vs. Q2'25 and 15.1% vs. Q3'24 principally due to a significant increase in bookings by Asian subcontractors for 2.5D datacenter and photonics applications"
X Link 2025-10-23T05:20Z [----] followers, [----] engagements
"Merval index up over 20% and ARS appreciates 10% against the dollar. Bonds taking off as well driving risk premiums down. In other words markets celebrate that socialists are kept from power"
X Link 2025-10-27T19:38Z [----] followers, [---] engagements
"DRAMeXchange on server DRAM pricing $MU "- The October server DRAM fixed price negotiation was centered on 4Q contracts between the three major memory makers and U.S. CSPs. The U.S. CSPs maintained strong demand for 4Q volumes strengthening the suppliers bargaining power. The memory makers held verbal consultations with CSPs on a weekly or biweekly basis actively communicating their intention to raise prices. As a result fixed prices surged 3338% by the end of October compared to 1520% in September. - Micron with the most constrained capacity took the most aggressive pricing stance while"
X Link 2025-11-03T06:28Z [----] followers, [---] engagements
"Don't forget semi equipment: $ASML $LRCX $KLAC $AMAT Mega-cap AI CapEx: Continuous Upward Revisions - Estimated total [----] CapEx for the five major AI hyperscalers (AMZN GOOGL META MSFT ORCL): raised from $314bn at the beginning of [----] to $458bn at the start of the Q3'25 earnings season to $518bn as of late October. - Up 65% in just [--] months with a +29% y/y growth outlook. - Indicating not a temporary rebound but an acceleration of the long-term investment cycle in AI data center infrastructure"
X Link 2025-11-03T06:59Z [----] followers, [----] engagements
"For those investors still being afraid of Chinese competition in the cutting-edge semiconductor market: 👇👇 "Local governments have beefed up incentives to help Chinese tech giants such as ByteDance Alibaba and Tencent which have been hit with higher electricity costs following Beijing's ban on purchasing Nvidia's artificial intelligence chips according to people familiar with the matter. Several tech groups complained to regulators about the increased costs of using domestic semiconductors from companies such as Huawei and Cambricon most of which are less energy-efficient than Nvidia's."
X Link 2025-11-04T06:21Z [----] followers, [----] engagements
"Imagine still being enough boomer and uninformed to believe that Trump incited violence and riots on January 6th [----]. What incentives do legacy media journalists have to spread this kind of misinformation https://x.com/Breaking911/status/1985398801977209213t=UgwtZrKvBZDRrIxEWfGkkw&s=19 NEW: The Telegraph reports that an internal whistleblower memo claims the BBC doctored Donald Trumps Jan. [--] speech making it seem as though he encouraged the Capitol riot. https://t.co/GORW82yeVS https://x.com/Breaking911/status/1985398801977209213t=UgwtZrKvBZDRrIxEWfGkkw&s=19 NEW: The Telegraph reports that"
X Link 2025-11-04T06:37Z [----] followers, [----] engagements
"$AMD's CoWoS capacity allocation is by some analysts expected to explode in [----] following a sharp ramp-up next year. I have a hard time believing it will surpass Broadcom's $AVGO but let's see. If it happens = share price 🚀🚀🚀"
X Link 2025-11-04T06:47Z [----] followers, [----] engagements
"My view on the recent speculation about a so-called AI bubble ROI on announced AI capex and Burrys short bet. JP Morgan recently published a report which had a section stating that annual revenues of $650 billion would be required to generate a 10% ROI on all announced AI investments from OpenAI Meta Amazon and others. This section of the report (which in general was very bullish on AI) has been taken out of context by many who call $650 billion annually an absurd amount. JP Morgan also gives the example that it would correspond to $34 per month from every iPhone user globally which is"
X Link 2025-11-12T19:54Z [----] followers, [----] engagements
"👆Keeping these failure rates in mind also consider this data from a cloud instance tracker (attached chart) which reveal how previous architectures are still in use today. Hyperscalers gradually extending hardware depreciation periods as they learn more about actual failure rates is not fraudulent practices. The whole depreciation argument from Burry is flawed imo"
X Link 2025-11-12T23:34Z [----] followers, [---] engagements
"Well that explains a lot. Scion Asset Management is terminated. https://x.com/michaeljburry/status/1988778952299802818t=wNfOgIQiwDFwi7ZLxF4-_w&s=19 So I bought [-----] of these things for $1.84. Each of those things is [---] doodads. So I spent $9200000 Not $912000000. @CNBC @WSJ @FT Each of those doodads let me sell $PLTR at $50 in [----]. That was done last month. On to much better things Nov 25th. https://t.co/9Voy3nwiTD https://x.com/michaeljburry/status/1988778952299802818t=wNfOgIQiwDFwi7ZLxF4-_w&s=19 So I bought [-----] of these things for $1.84. Each of those things is [---] doodads. So I spent"
X Link 2025-11-13T05:34Z [----] followers, [---] engagements
"The "AI bubble" vs other bubbles Credit: Financial Times"
X Link 2025-11-19T19:07Z [----] followers, 21.9K engagements
"Happy PC building🥴 Also Nvidia turning to LPDDR could potentially rip the consumer electronics market to pieces for a period of time. If you want to upgrade your smartphone at an affordable price the window is closing. Electronics consumers better hope Burry is correct🫠"
X Link 2025-11-24T18:51Z [----] followers, [---] engagements
"Flashbacks to 2021-2022"
X Link 2025-11-24T19:00Z [----] followers, [----] engagements
"$LITE +440% since $COHR +230% since $MTSI +180% since $SIVE -45% since 🤔 There are probably still some hidden gems in the current and future AI photonics market. https://x.com/jor0s3n/status/1671621697324085250 Yes it can. And not only chatbots. $COHR $LITE $SIVE $MTSI https://t.co/fOsqXvzbg6 https://x.com/jor0s3n/status/1671621697324085250 Yes it can. And not only chatbots. $COHR $LITE $SIVE $MTSI https://t.co/fOsqXvzbg6"
X Link 2025-11-25T19:23Z [----] followers, [----] engagements
"Marvell $MRVL potentially acquiring Celestial AI could heat things up in the AI photonics sector. It might spark a wave of consolidation with big players (Broadcom $AVGO Nvidia $NVDA AMD $AMD Intel $INTC) eyeing Ayar Labs Lightmatter or similar startups. Or possibly accelerating their own in-house development of proprietary technologies. In a worst-case scenario for Ayar Labs with Marvell seeing Celestial AI as its primary entry point into next-gen co-packaged optics it could potentially undermine Ayar's market position and/or partnership opportunities. Celestial AI being acquired by Marvell"
X Link 2025-12-02T19:13Z [----] followers, [----] engagements
"With the photonics sector heating up I want to highlight my piece covering "The memory wall and its implications" what is driving the adoption of optics in datacenters and a few benefitting companies. $MRVL $COHR $LITE $MTSI $POET $NVDA $AMD $AVGO $SIVE Link in post below 👇"
X Link 2025-12-08T19:23Z [----] followers, [----] engagements
""Nvidia reportedly plans 30-40% cut in GeForce GPU production in early 2026" https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/ https://overclock3d.net/news/gpu-displays/nvidia-plans-heavy-cuts-to-gpu-supply-in-early-2026/"
X Link 2025-12-17T21:24Z [----] followers, [----] engagements
"Market dynamics for PC components are truly unique right now. [--] years ago I purchased my AMD 5800x3d CPU for $350. Today I can sell it in used condition for $500-800 higher than a brand new 9800x3d. Gamers are now calling for AMD to revive production of it because it's the best gaming CPU supported by AM4 motherboards which in turn supports DDR4 memory. With the current shortage of DDR5 many gamers have turned to DDR4 setups and owners of DDR4 rigs rather upgrade their AM4 CPU to the best possible instead of going for AM5 and DDR5."
X Link 2025-12-18T20:11Z [----] followers, [---] engagements
"As the co-packaged optics (CPO) market emerges to support AI data centers a significant shortage of Indium Phosphide-based lasers is probable. Hint: Closely monitor InP crystal growth capacity expansions across key suppliers and potential new ones as well as InP foundries"
X Link 2025-12-28T13:47Z [----] followers, [----] engagements
"DigiTimes writing about it today: https://www.digitimes.com/news/a20251229PD212/substrate-intelliepi-demand-data-growth.html https://www.digitimes.com/news/a20251229PD212/substrate-intelliepi-demand-data-growth.html"
X Link 2025-12-30T18:24Z [----] followers, [---] engagements
"I do own Sivers shares and remain bullish on the company. However [----] is a make-or-break year for the photonics business as it will depend on a successful volume ramp. For that to happen meaningful CPO-related volume ramp orders need to start flowing in during H2. If they do the current valuation multiples will quickly look extremely attractive"
X Link 2026-01-02T11:52Z [----] followers, [--] engagements
""Nicols Maduros narco-state counts the worlds autocracies especially Russia among its principal allies. The Cartel of the Suns maintains a direct relationship with Moscow positioning Venezuela as its foremost enclave in Latin America.""
X Link 2026-01-03T10:01Z [----] followers, [----] engagements
""Each shipment that crosses the Atlantic and reaches Europe is an extension of the criminal threat. The Cartel of the Sunssupplies mafiasoperating in Spain Italy France Belgium the Netherlands and the United Kingdom increasing urban violence money laundering and political corruption across the continent." https://twitter.com/i/web/status/2007392407260664195 https://twitter.com/i/web/status/2007392407260664195"
X Link 2026-01-03T10:03Z [----] followers, [---] engagements
"10-15% of Chinese crude oil imports are now in "US hands". With Venezuelan oil production at only 30% of historic peaks global oil price is partly also in hands. Like it or not but those claiming China and Russia will become more aggressive now have absolutely no clue"
X Link 2026-01-03T19:25Z [----] followers, [----] engagements
"Unlimited SuperGrok (xAI) + full X Premium+ features for $40-50/mo (varies by location) is an ABSOLUTE steal. All big happenings show how valuable X is for almost real-time news without any gatekeeper filters if you follow credible accounts. Legacy media is struggling hard"
X Link 2026-01-04T10:50Z [----] followers, [---] engagements
"TSMC to accelerate its 2nm capacity expansion to 140k wafers per month by end of [----] driven by strong AI-driven demand. Significant ramp-up from 35k wpm by end of [----] and surpassing previously planned 100k. Massive wave of orders heading straight to $ASML for low-NA EUV"
X Link 2026-01-05T01:10Z [----] followers, [----] engagements
"Recent movements in Amkor $AMKR and Besi $BESI are two good examples of how quickly investors need to act on news and high-probability rumors in the semiconductor sector. Since my post below $AMKR is up 33% and $BESI is up 20%. https://x.com/i/status/2006826638605005079 My top [--] mainstream picks within the semiconductor industry heading into [----]. Broadcom $AVGO (NTM EV/EBIT of 27x) because: Broadcoms AI ASIC revenue is expected to ramp from $15 billion in [----] to $51 billion in [----] and $100 billion in [----] mainly driven by Google TPUs. https://t.co/vDPvsz6Lff"
X Link 2026-01-06T15:26Z [----] followers, [----] engagements
"In case anyone missed it. Aeva's $AEVA FMCW 4D LiDAR has been selected for $NVDA NVIDIA DRIVE Hyperion autonomous vehicle reference platform. Who supplies the laser source for this LiDAR 👉 $100 million market cap Sivers Semiconductors"
X Link 2026-01-09T17:54Z [----] followers, [----] engagements
"I'm still expecting a big TCB order from Micron Technology in Q1. https://x.com/i/status/2006826638605005079 My top [--] mainstream picks within the semiconductor industry heading into [----]. Broadcom $AVGO (NTM EV/EBIT of 27x) because: Broadcoms AI ASIC revenue is expected to ramp from $15 billion in [----] to $51 billion in [----] and $100 billion in [----] mainly driven by Google TPUs. https://t.co/vDPvsz6Lff https://x.com/i/status/2006826638605005079 My top [--] mainstream picks within the semiconductor industry heading into [----]. Broadcom $AVGO (NTM EV/EBIT of 27x) because: Broadcoms AI ASIC revenue"
X Link 2026-01-12T08:05Z [----] followers, [---] engagements
"$13 billion. The current trade remains advanced packaging. https://x.com/i/status/2010874630936957026 SK Hynix plans to spend $12.9 billion building a new advanced chip packaging facility initiating a big expansion in anticipation of AI demand https://t.co/j5cjad68rA https://x.com/i/status/2010874630936957026 SK Hynix plans to spend $12.9 billion building a new advanced chip packaging facility initiating a big expansion in anticipation of AI demand https://t.co/j5cjad68rA"
X Link 2026-01-13T06:56Z [----] followers, [----] engagements
"Touchdown confirmed"
X Link 2026-01-15T22:04Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing