# ![@TheFinanceHalo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1640689825589399552.png) @TheFinanceHalo The Finance Halo

The Finance Halo posts on X about ai, $lite, agi, $2802t the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1640689825589399552/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640689825589399552/c:line/m:interactions.svg)

- [--] Week [-----] -99%
- [--] Months [-------] +14,078%
- [--] Year [-------] +8,203%

### Mentions: [--] [#](/creator/twitter::1640689825589399552/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640689825589399552/c:line/m:posts_active.svg)

- [--] Week [--] -39%
- [--] Months [--] +208%
- [--] Year [--] +489%

### Followers: [---] [#](/creator/twitter::1640689825589399552/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640689825589399552/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Months [---] +56%
- [--] Year [---] +15%

### CreatorRank: undefined [#](/creator/twitter::1640689825589399552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640689825589399552/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [gaming](/list/gaming)  [exchanges](/list/exchanges)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [$lite](/topic/$lite), [agi](/topic/agi), [$2802t](/topic/$2802t) #67, [beat](/topic/beat), [company](/topic/company), [nand](/topic/nand), [tech](/topic/tech), [$orcl](/topic/$orcl), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@aleabitoreddit](/creator/undefined) [@straightcash385](/creator/undefined) [@airkatakana](/creator/undefined) [@basedbeffjezos](/creator/undefined) [@yacinemtb](/creator/undefined) [@thehumanoidhub](/creator/undefined) [@tokyoaijp](/creator/undefined) [@emostaque](/creator/undefined) [@chartingprodigy](/creator/undefined) [@unusualwhales](/creator/undefined) [@kimmonismus](/creator/undefined) [@seconds0](/creator/undefined) [@redpandakoala](/creator/undefined) [@ayzyzyz](/creator/undefined) [@wallstengine](/creator/undefined) [@zephyrz9](/creator/undefined) [@oguzerkan](/creator/undefined) [@boringbiz](/creator/undefined) [@crux_capital_](/creator/undefined)

**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Oracle Corporation (ORCL)](/topic/$orcl) [Coherent Inc (COHR)](/topic/$cohr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Mario Coin (COIN)](/topic/$coin) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [IBM (IBM)](/topic/ibm) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2 scenarios for $COIN: Here is what you need to know : //🧵"  
[X Link](https://x.com/TheFinanceHalo/status/1686319455075536896)  2023-08-01T10:14Z [--] followers, [---] engagements


"1/3 - Scenario [--] : The stocks goes below 85$ and break the support that was previously a resistance. We might revisit 50$. Potential catalyst : Bitcoin spot ETF rejection by the SEC or a large sell off in the crypto market"  
[X Link](https://x.com/TheFinanceHalo/status/1686319457239715840)  2023-08-01T10:14Z [--] followers, [--] engagements


"2/3 - Scenario [--] : The price consolidate above 85$ for a few weeks/months and break the 115$ resistance to reach the 200$ target. Potential catalyst : Bitcoin spot ETF approval by the SEC"  
[X Link](https://x.com/TheFinanceHalo/status/1686319459693363201)  2023-08-01T10:14Z [--] followers, [--] engagements


"Economic calendar of next week 📅: September [--] (Wednesday): - US CPI MoM and YoY September [--] (Thursday): - Retail sales US September [--] (Friday): - Retail sales China"  
[X Link](https://x.com/TheFinanceHalo/status/1700886596650782766)  2023-09-10T14:59Z [--] followers, [--] engagements


"The US Consumer Price Index (CPI) data drops on September [--]. 📈 What are the predictions and its impact on the market 🧵"  
[X Link](https://x.com/TheFinanceHalo/status/1700981111948779625)  2023-09-10T21:14Z [--] followers, [---] engagements


"Let's delve into the numbers : The prevailing market consensus anticipates a headline CPI of 3.6% a marginal uptick from the previous month (3.2%)"  
[X Link](https://x.com/TheFinanceHalo/status/1700981113420964061)  2023-09-10T21:14Z [--] followers, [--] engagements


"This CPI increases the probability of an imminent rate hike during forthcoming monetary policy deliberations. Presently markets are assigning a 35% likelihood of a rate hike in November. 📊🏦"  
[X Link](https://x.com/TheFinanceHalo/status/1700981114998079919)  2023-09-10T21:14Z [--] followers, [--] engagements


"Explore the differences of CPI MoM vs. CPI YoY in my latest article. Gain insights and stay updated on financial trends. Follow me for more valuable content. 👉"  
[X Link](https://x.com/TheFinanceHalo/status/1700981116772184105)  2023-09-10T21:14Z [--] followers, [--] engagements


"@airkatakana Thats sad to say but SoftBank is not an innovative company. They lack vision. They sold all their NVIDIA position [--] years ago. It would now be worth [---] billions dollars"  
[X Link](https://x.com/stefano_zang/status/1804522786314219883)  2024-06-22T14:32Z [--] followers, [---] engagements


"@BasedBeffJezos The border agent has been instantly teleported to Neo Tokyo 2050"  
[X Link](https://x.com/stefano_zang/status/1804784950300004461)  2024-06-23T07:53Z [--] followers, [---] engagements


"@yacineMTB One of my teacher in uni used to do 3D modeling using Matlab. Aura +1000"  
[X Link](https://x.com/stefano_zang/status/1815721517143257586)  2024-07-23T12:11Z [--] followers, [---] engagements


"I am surprised we havent seen any home hardware for embodied AGI yet even though it seems OpenAI is working on it. There have only been failed attempts with portable devices like Finch Rabbit AI Pin AI and AI pendants. AI humanoids will be too expensive for a long time. I am building this"  
[X Link](https://x.com/stefano_zang/status/1829838343787684311)  2024-08-31T11:07Z [---] followers, [----] engagements


"@TheHumanoidHub Amazing but it will be too expensive for the average person. We need to build home embodied AGI first like I am planning to do"  
[X Link](https://x.com/stefano_zang/status/1829839665027068320)  2024-08-31T11:12Z [---] followers, [---] engagements


"This seems kind of wrong to me. It appears that OpenAIs definition of AGI is closer to ASI. In an interview the interviewer asked Sam Altman what he would first ask the AGI and he responded: When will AI be able to achieve novel scientific breakthroughs on its own His first question would be: What is the universal field of the universe (also known as the theory of everything)"  
[X Link](https://x.com/stefano_zang/status/1830197877844689115)  2024-09-01T10:55Z [---] followers, [----] engagements


"Join us on September 20th for our first AHR(AI in Hardware and Robotics) session @tokyoaijp released the September community update: https://t.co/9yzyRkusov @tokyoaijp released the September community update: https://t.co/9yzyRkusov"  
[X Link](https://x.com/stefano_zang/status/1831255606617104590)  2024-09-04T08:58Z [---] followers, [--] engagements


"It kind of feels like those new models will be useless for the common people. They will be released to the public to maintain the hype and raise funds to eventually reach AGI. Ultimately the general public will see the benefits through the scientific breakthroughs it will be able to achieve"  
[X Link](https://x.com/stefano_zang/status/1834555048418058591)  2024-09-13T11:29Z [---] followers, [--] engagements


"@EMostaque Imagine training a huge model and it shutdown at night"  
[X Link](https://x.com/stefano_zang/status/1837402355505287605)  2024-09-21T08:03Z [---] followers, [----] engagements


"Markets finished this week feeling a bit uncertain and heading into next week I'm keeping a close eye on options data to get a sense of institutions expectations. Let's break down some key insights from the current SPY options activity :"  
[X Link](https://x.com/financehalo/status/1901575826308526334)  2025-03-17T10:06Z [--] followers, [--] engagements


"1 Implied Volatility (IV) With IV at 19.61% and an IV percentile at 95% markets are pricing in more volatility than usual. This indicates traders are anticipating potentially larger moves in the upcoming week"  
[X Link](https://x.com/financehalo/status/1901575828535967763)  2025-03-17T10:06Z [--] followers, [--] engagements


"3 Open Interest Breakdown There's a significant buildup of puts at the [---] strike pointing to strong downside protection or bearish bets. On the upside the [---] and [---] strikes are attracting call interest marking these levels as possible resistance if SPY attempts to move higher"  
[X Link](https://x.com/financehalo/status/1901575833317462033)  2025-03-17T10:06Z [--] followers, [--] engagements


"4 Gamma Exposure (GEX) Gamma exposure is notably negative around 555-560 suggesting dealer hedging could amplify volatility if prices slip below current levels (around 558.54). Be especially cautious around 555a breakdown here could accelerate selling pressure"  
[X Link](https://x.com/financehalo/status/1901575835846394270)  2025-03-17T10:06Z [--] followers, [--] engagements


"Bullish for stocks as cheap borrowing continues to support japanese markets. Bearish for JPY as rate differential remains wide. If the yen weakens excessively the Japanese authorities (MoF/BOJ) may intervene by selling US bonds from their foreign reserves to buy yen supporting its value. Which is bad for US stocks"  
[X Link](https://x.com/financehalo/status/1902191557975175420)  2025-03-19T02:53Z [--] followers, [----] engagements


"Markets caught a breather this week but what's next Let's dive into the options market to uncover clues about institutional sentiment and expectations for the week ahead. #SPX #OptionsTrading"  
[X Link](https://x.com/financehalo/status/1903702245910135237)  2025-03-23T06:55Z [--] followers, [---] engagements


"1 Implied Volatility (IV) With IV at 16.78% and an IV percentile at 89**%** markets are pricing in more volatility than usual. However we can notice that the IV is lower than last week"  
[X Link](https://x.com/financehalo/status/1903702248556781694)  2025-03-23T06:55Z [--] followers, [--] engagements


"@ChartingProdigy I think a final push downward might still occur. It would be healthier in the long run and could support a sustained upward trend. However the outcome will heavily depend on the tariff war"  
[X Link](https://x.com/financehalo/status/1903738636392436090)  2025-03-23T09:20Z [--] followers, [---] engagements


"@unusual_whales From 1.7% GDP growth to recession soon. Remember that the inflation was transitory"  
[X Link](https://x.com/financehalo/status/1903765951071588692)  2025-03-23T11:09Z [--] followers, [--] engagements


"Pre-market update (brace yourself): $NVDA -5.54% $META -4.67% $GOOG -2.74% $AMZN -5.95% $MSFT -2.57% $PLTR -5.55% $AAPL -7.46% $ORCL -5.95%"  
[X Link](https://x.com/financehalo/status/1907767622508380224)  2025-04-03T12:10Z [--] followers, [--] engagements


"BREAKING: China announces extra 34% tariffs on US goods imposed from April 10th. It will get ugly"  
[X Link](https://x.com/financehalo/status/1908102715970089334)  2025-04-04T10:21Z [--] followers, [--] engagements


"@kimmonismus Best time to be born in history. We are so lucky"  
[X Link](https://x.com/stefano_kerope/status/1941968475527987538)  2025-07-06T21:12Z [---] followers, [---] engagements


"I use on a daily basis ChatGPT and prefer it over Copilot. However we need to notice that most people use Copilot at work as it is integrated with all the company database. On top of that some companies block chat GPT access. Therefore Microsoft strategy might still be relevant as their target customers are businesses"  
[X Link](https://x.com/stefano_kerope/status/1950653810046640612)  2025-07-30T20:24Z [---] followers, [---] engagements


"@seconds_0 Zuck is also working on that. First step is the neural band then the glasses will directly read into your mind"  
[X Link](https://x.com/stefano_kerope/status/1965381092950810957)  2025-09-09T11:45Z [---] followers, [--] engagements


"The hidden winner in SanDisk NAND explosive demand. SanDisk is up 20% premarket and Lumentum is up 6% as the market begins to price in the critical dependency between high-density storage and optical transport. The massive beat and raise from SanDisk (and Western Digital) yesterday provides a roadmap for what to expect from Lumentums upcoming earnings. While many investors view storage and networking as separate silos the transition to "Open AI Factories" has linked them more tightly than ever before. In traditional data center architectures NAND storage was often direct-attached living"  
[X Link](https://x.com/anyuser/status/2017208656912134368)  2026-01-30T12:09Z [---] followers, [---] engagements


"I think that the bullish pre-market for Lumentum is more linked to the unbelievable earning result from SanDisk than the target raise by Morgan Stanley. As AI factories shift toward disaggregated open architectures the "attach rate" between storage and optics has become a structural necessity. https://twitter.com/i/web/status/2017219651718328465 https://twitter.com/i/web/status/2017219651718328465"  
[X Link](https://x.com/stefano_kerope/status/2017219651718328465)  2026-01-30T12:53Z [---] followers, [---] engagements


"Without this Japanese noodle company Nvidias AI empire would collapse tomorrow. 🍜 They dominate the grocery store. They also control 90%+ of a material used in every high-end AI chip on Earth. Welcome to the wild story of Ajinomoto. (1/11) 🧵"  
[X Link](https://x.com/anyuser/status/2017894617375711606)  2026-02-01T09:35Z [---] followers, [---] engagements


"The story starts in [----]. Tokyo Professor Kikunae Ikeda wants to know why his wifes seaweed soup is so good. He isolates a molecule: [----] he founds Ajinomoto"the essence of taste." Today they are the worlds largest producer of MSG. (2/11) http://glutamate.In http://glutamate.In"  
[X Link](https://x.com/stefano_kerope/status/2017894620110499904)  2026-02-01T09:35Z [---] followers, [--] engagements


"Fast forward to [----]. Intel is hitting a wall. Chips are getting smaller. Circuits are getting tighter. The industry used "liquid ink" to insulate layers but it was messy. It caused bubbles uneven drying and short circuits. Intel was desperate. (4/11)"  
[X Link](https://x.com/stefano_kerope/status/2017894624208314671)  2026-02-01T09:35Z [---] followers, [--] engagements


"Intel asked Ajinomoto: Can you turn your resin into a film In just [--] months Ajinomotos team developed a breakthrough: A thin heat-resistant laminated film. No bubbles. Perfect precision. In [----] it debuted in the Pentium III. They named it ABF (Ajinomoto Build-up Film). (5/11) https://twitter.com/i/web/status/2017894626364121347 https://twitter.com/i/web/status/2017894626364121347"  
[X Link](https://x.com/stefano_kerope/status/2017894626364121347)  2026-02-01T09:35Z [---] followers, [--] engagements


"The world felt this in [----]. The global chip shortage wasn't just about silicon; it was about the ABF bottleneck.Lead times for chips jumped from [--] weeks to 70+ weeks because this one company couldn't scale the film fast enough. The entire worlds compute depended on a seasoning company. (8/11)"  
[X Link](https://x.com/stefano_kerope/status/2017894633335083414)  2026-02-01T09:35Z [---] followers, [--] engagements


"Ajinomoto isn't resting. They are investing 25B+ to boost capacity by 50% by [----]. As AI models scale and chips get more complex they need more layers of ABF. From flavoring your ramen to powering the AGI. (9/11)"  
[X Link](https://x.com/anyuser/status/2017894635591663617)  2026-02-01T09:35Z [---] followers, [---] engagements


"The Investors Reality Check: The "AI Moat" is legendary but the market knows it. Ajinomoto (2802.T) is already up 213% in [--] years. It often trades at a high P/E (currently 35-45x). Remember: ABF is high-margin but it's only 20% of their profit. Youre still buying a food company that sells frozen gyoza and soup. https://twitter.com/i/web/status/2017894638854836694 https://twitter.com/i/web/status/2017894638854836694"  
[X Link](https://x.com/anyuser/status/2017894638854836694)  2026-02-01T09:35Z [---] followers, [---] engagements


"Honestly looking at the 225T projection gives me chills - At (15x P/E): A +330% return. This assumes HBM4 maintains its crazy margins and the market keeps paying a premium for AI infrastructure. - At more "Normal" memory PE ratio (10x P/E): A +187% return. Even if the hype cools and it trades like a standard chipmaker the sheer volume of profit triples the stock. - The "Worst Case" (6x P/E): A +72% return. Even if the P/E ratio gets cut in half from todays levels the earnings growth is so explosive you still significantly outperform the S&P [---]. The biggest risk is the execution here"  
[X Link](https://x.com/stefano_kerope/status/2017903702124999013)  2026-02-01T10:11Z [---] followers, [----] engagements


"@RedPandaKoala Epstein was looking for the IBM 5100"  
[X Link](https://x.com/stefano_kerope/status/2017937139439448097)  2026-02-01T12:24Z [---] followers, [----] engagements


"These Morgan Stanley projections for Samsung are face-melters. - At Current Multiples (33.1x P/E): A +635% return. This assumes the market keeps paying a massive premium as Samsung transitions from a hardware cyclical to an AI infrastructure sovereign. - At Historical Average (14.5x P/E): A +222% return. Even if the stock pulls back to its long-term "normal" valuation the projected 317T profit floor is so massive it more than triples the share price. - The "Worst Case" (8x P/E): A +78% return. Even if the P/E ratio gets absolutely gutted to "recession-level" lows the earnings growth is so"  
[X Link](https://x.com/stefano_kerope/status/2018085096872616307)  2026-02-01T22:12Z [---] followers, [---] engagements


"@aleabitoreddit SK Hynix FY25 net income $30B. Morgan Stanley FY27 estimate is $120B. 300% growth vs FY25. If Hynix prints these numbers Micron $MU wont be far behind. MU x3x4 in [----] months is very plausible. Easiest hodl"  
[X Link](https://x.com/stefano_kerope/status/2018109727549595895)  2026-02-01T23:50Z [---] followers, [----] engagements


"The shift to CPO makes Lumentums InP moat even stronger. Being the sole-source laser supplier for NVIDIAs ELS is huge. It was my top pick in [----] and probably will be one of my top pick in [----] too. We should also not forget the rise of OCS revenue and the inflection point to 1.6T transceivers and beyond. https://twitter.com/i/web/status/2018308485944164510 https://twitter.com/i/web/status/2018308485944164510"  
[X Link](https://x.com/stefano_kerope/status/2018308485944164510)  2026-02-02T13:00Z [---] followers, [----] engagements


"Blue Origin is owned by Jeff Bezos. I see stronger synergies between Amazon and Blue Origin. We may soon see Trainium chips in space. Amazon is also very strong in robotics. But Blue Origin could also partner with other chip suppliers like Google. Cant wait to see the competition for AI factories in space. https://twitter.com/i/web/status/2018454505533407496 https://twitter.com/i/web/status/2018454505533407496"  
[X Link](https://x.com/stefano_kerope/status/2018454505533407496)  2026-02-02T22:40Z [---] followers, [--] engagements


"Usually coverage stops because the bank's investment arm is conflicted on a major deal and the analysts have to go silent to stay compliant. In this case its almost certainly tied to Western Digital finally offloading that remaining 7.5M share stake; JPM is likely the one running the book for that massive exit. If this silence is actually masking a full-blown merger instead the list of buyers with enough dry powder to handle a $1000 market cap tag is incredibly short. Potentially some mega cap like NVIDIA GOOG Broadcom if they want the ultimate semi-conductor consolidation. Let see. The ride"  
[X Link](https://x.com/stefano_kerope/status/2018647545183154490)  2026-02-03T11:27Z [---] followers, [----] engagements


"@straightcash385 @ayz_yzyz Buying tools is the easy part. Mastering the 6-inch InP process without cracking wafers or tanking yields is where the battle is won. $COHR is good too but $LITE 's vertical integration and proven reliability in high-speed photonics is unmatched yet"  
[X Link](https://x.com/stefano_kerope/status/2018648378461274321)  2026-02-03T11:30Z [---] followers, [---] engagements


"Thank you for the great post I have an optical engineering background so I enjoy the technical dive. Project Shasta is essentially trying to turn an incoherent microLED array into a massively parallel Free-Space Optical (FSO) link. The physics trade-off here is brutal: youre trading the confined mode of a waveguide (fiber) for an unguided air gap. In a dense rack your Signal-to-Noise Ratio (SNR) is going to be fighting optical crosstalk from [-----] adjacent pixels and ambient thermal noise. Unless they have a proprietary micro-lens array (MLA) for insane collimation the beam divergence alone"  
[X Link](https://x.com/stefano_kerope/status/2018675438764306786)  2026-02-03T13:18Z [---] followers, [---] engagements


"The CEO remark after the earnings : Our forward guidance calls for over [--] percent year-over-year revenue growth yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO). In OCS we are scaling rapidly to meet extraordinary customer demand that has already driven our backlog well beyond $400 million. In CPO we received an incremental multi-hundred-million-dollar order deliverable in rst half calendar [----]. Our results continue to highlight the strength of our roadmaps for both optical components and systems which make"  
[X Link](https://x.com/stefano_kerope/status/2018804256644735063)  2026-02-03T21:50Z [---] followers, [--] engagements


"Lumentum $LITE just delivered a massive Q2 beat that effectively silences the bears. EPS: $1.67 vs. $1.41 estimate (18.5% surprise). Revenue: $665.5M vs. $652.1M estimate. Guidance: Q3 revenue outlook of $780M$830M completely crushing the $707M consensus. CEO comment on forward guidance : Our forward guidance calls for over [--] percent year-over-year revenue growth yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO). In OCS we are scaling rapidly to meet extraordinary customer demand that has already driven our"  
[X Link](https://x.com/anyuser/status/2018807054371258637)  2026-02-03T22:01Z [---] followers, [----] engagements


"Soon people will know what CPO and OCS means. Whether they like it or not. CEOs comment on future guidance : Our forward guidance calls for over [--] percent year-over-year revenue growth yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO). In OCS we are scaling rapidly to meet extraordinary customer demand that has already driven our backlog well beyond $400 million. In CPO we received an incremental multi-hundred-million-dollar order deliverable in roadmaps for both optical components and systems which make us"  
[X Link](https://x.com/stefano_kerope/status/2018812571516805423)  2026-02-03T22:23Z [---] followers, [---] engagements


"Lets see but I am quite bearish on Copper. While Credo fights for a spot in the Optical space Lumentum just secured a multi-hundred-million-dollar CPO order for [----] and Credos AEC market will evaporate. The problem for $CRDO is the Copper Cliff. At 1.6T and beyond copper cables have to be so thick and short to prevent signal loss that they literally choke the rack's airflow. https://twitter.com/i/web/status/2019023625094062520 https://twitter.com/i/web/status/2019023625094062520"  
[X Link](https://x.com/stefano_kerope/status/2019023625094062520)  2026-02-04T12:21Z [---] followers, [----] engagements


"$LITE already up +14% in pre-market. Huge earning beat as I expected below The hidden winner in SanDisk NAND explosive demand. SanDisk is up 20% premarket and Lumentum is up 6% as the market begins to price in the critical dependency between high-density storage and optical transport. The massive beat and raise from SanDisk (and Western Digital) The hidden winner in SanDisk NAND explosive demand. SanDisk is up 20% premarket and Lumentum is up 6% as the market begins to price in the critical dependency between high-density storage and optical transport. The massive beat and raise from SanDisk"  
[X Link](https://x.com/anyuser/status/2019042963977125906)  2026-02-04T13:38Z [---] followers, [---] engagements


"@aleabitoreddit Strongly bullish on $LITE. Per recent Mizuho analysis Lumentum captures a massive 8-12% of every dollar spent on TPU CapEx. While the NVIDIA GPU split is more competitive at 2-3%"  
[X Link](https://x.com/stefano_kerope/status/2019186960280220000)  2026-02-04T23:11Z [---] followers, [----] engagements


"@wallstengine $LITE YoY growth: 62% $COHR YoY growth: 14% Hard to ignore. $LITE looks like the cleanest play on the AI photonics buildout"  
[X Link](https://x.com/stefano_kerope/status/2019191017124319641)  2026-02-04T23:27Z [---] followers, [----] engagements


"@zephyr_z9 Amazons top management schedule today is likely focused solely on urgently revising capex spending to catch up with Google"  
[X Link](https://x.com/stefano_kerope/status/2019246733423964267)  2026-02-05T03:08Z [---] followers, [----] engagements


"Big Tech CapEx 2026: [----] vs [----] (YoY %) GOOG - $180B vs $91B (+97.8%) META - $125B vs $70B (+78.6%) MSFT - $145B vs $83B (+74.7%) ORCL - $55B vs $35B (+57.1%) AMZN - $175B vs $125B (+40.0%) tbd TOTAL: $680B vs $404B (+68.3%) This massive build-out will for sure benefits $NVDA who might surprise us during the next earnings. But I still think the play here is to bet on the AI Infrastructure Enablers especially : $LITE benefits a lot from Googles 100% CAPEX surge. While the NVIDIA GPU split is highly competitive (2-3% capture) Lumentum captures a massive 8-12% of every dollar spent on Googles"  
[X Link](https://x.com/anyuser/status/2019380335319085556)  2026-02-05T11:59Z [---] followers, [---] engagements


"@oguzerkan $LITE benefits a lot from Googles 100% CAPEX surge. While the NVIDIA GPU split is highly competitive (2-3% capture) Lumentum captures a 8-12% of every dollar spent on Googles TPU v7 Ironwood CapEx due to its critical role on OCS"  
[X Link](https://x.com/stefano_kerope/status/2019380884315726235)  2026-02-05T12:01Z [---] followers, [---] engagements


"@BoringBiz_ If we dont reach AGI within [--] years. The bubble will pop"  
[X Link](https://x.com/stefano_kerope/status/2019531042860999138)  2026-02-05T21:58Z [---] followers, 42.8K engagements


"Optimus supply chain will likely follow the same cost-reduction playbook as the automotive industry. - Tier-1 suppliers (Bosch Continental etc.) produce cameras displays (IVI) telematics etc. With manufacturing largely based in Asia to minimize costs. - Finished modules are then shipped to OEM assembly plants. Mainly in the US and Mexico for US brands. - Final assembly happens locally. $TSLA recently announced it will repurpose the Model S and Model X assembly lines to produce Optimus https://twitter.com/i/web/status/2019546313621491856 https://twitter.com/i/web/status/2019546313621491856"  
[X Link](https://x.com/stefano_kerope/status/2019546313621491856)  2026-02-05T22:58Z [---] followers, [---] engagements


"Last week was a masterclass in market volatility. From the Feds new leadership drama to a flash crash in precious metals it was heavy until the buyers stepped back in on Friday. Here is what I will be watching closely next week : Optical Tech: $LITE & $COHR The AI infrastructure trade remains the strongest corner of the market. - $LITE (Lumentum): Continued its momentum following strong earnings beat. Unbothered by last week market flash crash. - $COHR (Coherent): Despite a messier report than Lumentum (with some GAAP/non-GAAP confusion) the stock demonstrated massive relative strength. After"  
[X Link](https://x.com/anyuser/status/2020313770376196133)  2026-02-08T01:48Z [---] followers, [---] engagements


"A single Nvidia Vera Rubin rack = [----] TB of HBM4 + [--] TB of LPDDR5X. More memory than an entire data center had five years ago. The AI bottleneck is no longer compute its memory. My full analysis here https://financehalo.com/blog/dram-vs-nand-ai-memory-bottleneck-investor-guide https://financehalo.com/blog/dram-vs-nand-ai-memory-bottleneck-investor-guide"  
[X Link](https://x.com/anyuser/status/2020837346200211529)  2026-02-09T12:29Z [---] followers, [---] engagements


"A single Nvidia Vera Rubin rack = [----] TB of HBM4 + [--] TB of LPDDR5X. More memory than an entire data center had five years ago. The AI bottleneck is no longer compute its memory. My full analysis here https://financehalo.com/blog/dram-vs-nand-ai-memory-bottleneck-investor-guide https://financehalo.com/blog/dram-vs-nand-ai-memory-bottleneck-investor-guide"  
[X Link](https://x.com/anyuser/status/2020837346200211529)  2026-02-09T12:29Z [---] followers, [---] engagements


"Last week was a masterclass in market volatility. From the Feds new leadership drama to a flash crash in precious metals it was heavy until the buyers stepped back in on Friday. Here is what I will be watching closely next week : Optical Tech: $LITE & $COHR The AI infrastructure trade remains the strongest corner of the market. - $LITE (Lumentum): Continued its momentum following strong earnings beat. Unbothered by last week market flash crash. - $COHR (Coherent): Despite a messier report than Lumentum (with some GAAP/non-GAAP confusion) the stock demonstrated massive relative strength. After"  
[X Link](https://x.com/anyuser/status/2020313770376196133)  2026-02-08T01:48Z [---] followers, [---] engagements


"$AMZN AWS segment growing by 24%. The biggest growth in about [--] quarter. The growth is probably largely driven by Anthropics recent expansion. The market seems to forget that $AMZN also owns roughly 1520% of Anthropic"  
[X Link](https://x.com/anyuser/status/2019537648088736105)  2026-02-05T22:24Z [---] followers, [---] engagements


"Finally $200B projected CAPEX for $AMZN lol Even more bullish for AI infrastructures stocks Big Tech CapEx 2026: [----] vs [----] (YoY %) GOOG - $180B vs $91B (+97.8%) META - $125B vs $70B (+78.6%) MSFT - $145B vs $83B (+74.7%) ORCL - $55B vs $35B (+57.1%) AMZN - $175B vs $125B (+40.0%) tbd TOTAL: $680B vs $404B (+68.3%) This massive build-out will for sure Big Tech CapEx 2026: [----] vs [----] (YoY %) GOOG - $180B vs $91B (+97.8%) META - $125B vs $70B (+78.6%) MSFT - $145B vs $83B (+74.7%) ORCL - $55B vs $35B (+57.1%) AMZN - $175B vs $125B (+40.0%) tbd TOTAL: $680B vs $404B (+68.3%) This massive"  
[X Link](https://x.com/anyuser/status/2019530525724274987)  2026-02-05T21:56Z [---] followers, [---] engagements


"Big Tech CapEx 2026: [----] vs [----] (YoY %) GOOG - $180B vs $91B (+97.8%) META - $125B vs $70B (+78.6%) MSFT - $145B vs $83B (+74.7%) ORCL - $55B vs $35B (+57.1%) AMZN - $175B vs $125B (+40.0%) tbd TOTAL: $680B vs $404B (+68.3%) This massive build-out will for sure benefits $NVDA who might surprise us during the next earnings. But I still think the play here is to bet on the AI Infrastructure Enablers especially : $LITE benefits a lot from Googles 100% CAPEX surge. While the NVIDIA GPU split is highly competitive (2-3% capture) Lumentum captures a massive 8-12% of every dollar spent on Googles"  
[X Link](https://x.com/anyuser/status/2019380335319085556)  2026-02-05T11:59Z [---] followers, [---] engagements


"$LITE already up +14% in pre-market. Huge earning beat as I expected below The hidden winner in SanDisk NAND explosive demand. SanDisk is up 20% premarket and Lumentum is up 6% as the market begins to price in the critical dependency between high-density storage and optical transport. The massive beat and raise from SanDisk (and Western Digital) The hidden winner in SanDisk NAND explosive demand. SanDisk is up 20% premarket and Lumentum is up 6% as the market begins to price in the critical dependency between high-density storage and optical transport. The massive beat and raise from SanDisk"  
[X Link](https://x.com/anyuser/status/2019042963977125906)  2026-02-04T13:38Z [---] followers, [---] engagements


"The hidden winner in SanDisk NAND explosive demand. SanDisk is up 20% premarket and Lumentum is up 6% as the market begins to price in the critical dependency between high-density storage and optical transport. The massive beat and raise from SanDisk (and Western Digital) yesterday provides a roadmap for what to expect from Lumentums upcoming earnings. While many investors view storage and networking as separate silos the transition to "Open AI Factories" has linked them more tightly than ever before. In traditional data center architectures NAND storage was often direct-attached living"  
[X Link](https://x.com/anyuser/status/2017208656912134368)  2026-01-30T12:09Z [---] followers, [---] engagements


"Japan has officially validated the concept of Space-Based Solar Power (SBSP) through the OHISAMA project successfully transmitting energy from orbit to Earth via microwaves. This breakthrough effectively eliminates the main issue of solar energy which is intermittency by harvesting 24/7 sunlight above the clouds and atmosphere. For SpaceX this could become a huge opportunity . Historically the cost to launch the massive infrastructure required for orbital power was prohibitive. At $20000/kg SBSP was a fantasy; even at $2000/kg it was a stretch. Starships target of $100/kg transforms this into"  
[X Link](https://x.com/anyuser/status/2019033508963074153)  2026-02-04T13:01Z [---] followers, [---] engagements


"Technical details of the project (in japanese) : https://www.jspacesystems.or.jp/jss/files/2023/08/ISTS2023_SSPS.pdf https://www.jspacesystems.or.jp/jss/files/2023/08/ISTS2023_SSPS.pdf"  
[X Link](https://x.com/anyuser/status/2019033512863760854)  2026-02-04T13:01Z [---] followers, [--] engagements


"Lumentum $LITE just delivered a massive Q2 beat that effectively silences the bears. EPS: $1.67 vs. $1.41 estimate (18.5% surprise). Revenue: $665.5M vs. $652.1M estimate. Guidance: Q3 revenue outlook of $780M$830M completely crushing the $707M consensus. CEO comment on forward guidance : Our forward guidance calls for over [--] percent year-over-year revenue growth yet we are only at the starting line for two substantial opportunities: optical circuit switches (OCS) and co-packaged optics (CPO). In OCS we are scaling rapidly to meet extraordinary customer demand that has already driven our"  
[X Link](https://x.com/anyuser/status/2018807054371258637)  2026-02-03T22:01Z [---] followers, [----] engagements


"The new SpaceX-xAI entity is being valued at approximately $1.25 trillion. The question that remains is: will Elon Musk succeed in folding Tesla into this 'AI-Robotics-Space powerhouse' next Tesla being a public company will make the move harder but never underestimate Musk ITS OFFICIAL: Elon Musks SpaceX has acquired xAI heres the official press release. The biggest IPO in history just got even bigger. Absolutely incredible. https://t.co/nX16WFc1k5 ITS OFFICIAL: Elon Musks SpaceX has acquired xAI heres the official press release. The biggest IPO in history just got even bigger. Absolutely"  
[X Link](https://x.com/anyuser/status/2018446701858824646)  2026-02-02T22:09Z [---] followers, [---] engagements


"ITS OFFICIAL: Elon Musks SpaceX has acquired xAI heres the official press release. The biggest IPO in history just got even bigger. Absolutely incredible"  
[X Link](https://x.com/anyuser/status/2018443739212189815)  2026-02-02T21:57Z 1.4M followers, 503.3K engagements


"The supplydemand gap in DDR and eMMC (NAND) Im seeing at work in direct contact with suppliers keeps widening. Increasingly bullish. More insights soon"  
[X Link](https://x.com/anyuser/status/2018303472136081571)  2026-02-02T12:40Z [---] followers, [---] engagements


"Without this Japanese noodle company Nvidias AI empire would collapse tomorrow. 🍜 They dominate the grocery store. They also control 90%+ of a material used in every high-end AI chip on Earth. Welcome to the wild story of Ajinomoto. (1/11) 🧵"  
[X Link](https://x.com/anyuser/status/2017894617375711606)  2026-02-01T09:35Z [---] followers, [---] engagements


"Ajinomoto isn't resting. They are investing 25B+ to boost capacity by 50% by [----]. As AI models scale and chips get more complex they need more layers of ABF. From flavoring your ramen to powering the AGI. (9/11)"  
[X Link](https://x.com/anyuser/status/2017894635591663617)  2026-02-01T09:35Z [---] followers, [---] engagements


"The Investors Reality Check: The "AI Moat" is legendary but the market knows it. Ajinomoto (2802.T) is already up 213% in [--] years. It often trades at a high P/E (currently 35-45x). Remember: ABF is high-margin but it's only 20% of their profit. Youre still buying a food company that sells frozen gyoza and soup. https://twitter.com/i/web/status/2017894638854836694 https://twitter.com/i/web/status/2017894638854836694"  
[X Link](https://x.com/anyuser/status/2017894638854836694)  2026-02-01T09:35Z [---] followers, [---] engagements

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