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[@EricJhonsa](/creator/twitter/EricJhonsa)
"The setup for $AMZN is starting to remind me some of $GOOG's a few months ago. Not long ago Alphabets shares were depressed due to worries about query share loss to third-party LLMs. But fixating on query share loss (though it was very much going on) made investors lose sight of a bunch of AI tailwinds: AI boosting total query volumes and improving ad ROIs GCP taking share with the help of TPUs and the infra cost advantage they help enable and TPUs getting sold externally (to Anthropic xAI etc.) for the first time. Much the same way Amazon has been pressured by worries about AWS (hampered"  
[X Link](https://x.com/EricJhonsa/status/1980387294973678074) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-20T21:34Z 22.9K followers, 27.2K engagements


"Defense/space tech is a field where I think a bunch of stocks still have compelling risk/rewards. The elevator pitch: - Defense budgets are rising the world over. The U.S. Europe Canada Japan India Taiwan South Korea Australia Israel and Saudi Arabia are all spending more. - Defense spend is increasingly shifting towards hardware with high semi/electronics content (drones missiles and missile defense satellites avionics etc.). - The U.S. accounts for XX% of global defense spend and a bunch of U.S. semi and hardware suppliers should benefit from the push to rely more on domestic defense"  
[X Link](https://x.com/EricJhonsa/status/1968801545274945997) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-18T22:17Z 22.9K followers, 7853 engagements


"Current defense/space tech longs (please do your own research): $CODA $FEIM $MPTI $ESP $FTC (UK-listed) $SKYT $OPXS $ISSC $TTMI (also an AI infra/TPU play)"  
[X Link](https://x.com/EricJhonsa/status/1968802080014893295) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-18T22:19Z 22.9K followers, 4128 engagements


"Main takeaway from $TSM's call: Their forecast for a mid-40s AI revenue CAGR from 2024-2029 will be taken higher in January and they're still not sure by how much due to how quickly customer demand and token consumption are growing (transcript via Quartr)"  
[X Link](https://x.com/EricJhonsa/status/1978814162093449500) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-16T13:23Z 22.9K followers, 19.8K engagements


"Some stats from a G2 survey on enterprise agent deployments. Looks like adoption is starting to inflect even if the tech very much remains a work-in-progress (h/t @SaaSletter)"  
[X Link](https://x.com/EricJhonsa/status/1979553550389686758) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-18T14:21Z 22.9K followers, 4428 engagements


"These results from Morgan Stanley's Q3 CIO survey are also notable. A large increase since Q1 in CIOs directing net new budget dollars to AI projects.with more of them saying they'll rely on incumbent software vendors to help deploy"  
[X Link](https://x.com/EricJhonsa/status/1979555704835838292) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-18T14:30Z 22.9K followers, 2566 engagements


"One thing I don't think markets have really priced in yet (though we've gotten datapoints from $MSFT $MU etc.) is how much agents look poised to boost traditional server compute demand. Implications for IaaS providers server OEMs/ODMs CPU and memory suppliers etc"  
[X Link](https://x.com/EricJhonsa/status/1979557502942372231) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-18T14:37Z 22.9K followers, 2648 engagements


"@longwalkcapital You do realize that AMZN would probably have a sub-20 forward PE if they were as focused on short-term profits as AAPL and MSFT right"  
[X Link](https://x.com/EricJhonsa/status/1980430162815774974) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-21T00:25Z 22.9K followers, XXX engagements


"@long_equity In hyperscale networking you also have Juniper (HPE) and ODMs such as Celestica and Accton. In hyperscale custom ASICs you also have Asian players such as MediaTek Alchip and Socionext"  
[X Link](https://x.com/EricJhonsa/status/1964722821889953838) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-07T16:09Z 22.8K followers, XXX engagements


"Morgan Stanley: "We recently saw a surge in high density NAND orders for 2026 from US hyperscalers.We no longer see DRAM pricing correcting into year-end but instead blended ASP tracking up X% in 4Q25 (vs. flat previously) on the back of rush cloud server orders.""  
[X Link](https://x.com/EricJhonsa/status/1969823277989474755) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-21T17:57Z 22.9K followers, 21.5K engagements


"Kicking myself for not loading up on memory and semicaps in July/August (I own Hynix and bought $CAMT in early September but should've bet more aggressively). Classic case of sell-side and pods missing the forest (AI demand go boom) for the trees (China Samsung Intel)"  
[X Link](https://x.com/EricJhonsa/status/1969824302859256154) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-21T18:01Z 22.9K followers, 2950 engagements


"@danielapilcoj15 I'm bullish on optics as well (long FN AAOI and TSEM). But that doesn't make LWLG any less of a ponzi shitco"  
[X Link](https://x.com/EricJhonsa/status/1970213392205127943) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-22T19:47Z 22.9K followers, XXX engagements


"Notable that (in addition to upbeat AI server commentary as expected) $MU raised its full-year forecasts for PC and traditional server sales (latter said to be getting a boost from AI agents) and said auto/industrial demand is strengthening"  
[X Link](https://x.com/EricJhonsa/status/1970644155388059696) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-24T00:19Z 22.8K followers, 13.2K engagements


"$HPE (has focused its AI server biz on enterprise and sovereign clients rather than hyperscalers) probably benefits from agentic workloads boosting traditional server sales. So might $RMBS but their stock has had a big run"  
[X Link](https://x.com/EricJhonsa/status/1970644779370492144) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-24T00:21Z 22.8K followers, 2923 engagements


"Some trades I made over the last week (As always please do your own research before taking any positions. And constructive disagreement is welcome I dont expect anyone to agree with all of these moves): Bought $ON (Friday) - I went back and forth on this one. But ultimately decided that at the current valuation (12.5x 2024 EPS which is still well below what they earned in 2022/2023) the positives (Chinese EV ramps plug-in hybrid SiC design wins ADAS/machine vision image sensors data center power semis the Treo platforms ramp aerospace/defense utility solar a large U.S. manufacturing footprint"  
[X Link](https://x.com/EricJhonsa/status/1972349166488793532) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-28T17:14Z 22.8K followers, 21.9K engagements


"I made a watchlist of defense tech plays (excluding prime contractors). I'm sure I'm missing a few names feel free to mention anything that you think should be in here in the replies"  
[X Link](https://x.com/EricJhonsa/status/1973100330612121925) [@EricJhonsa](/creator/x/EricJhonsa) 2025-09-30T18:59Z 22.9K followers, 7550 engagements


"Updated the watchlist to include $ALMU $DRS $KRMN and $VOYG. Thanks to everyone who made suggestions"  
[X Link](https://x.com/EricJhonsa/status/1973252080078037136) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-01T05:02Z 22.9K followers, 3619 engagements


"@perseus_85 Yeah something like HPE didn't deserve that kind of drop. Think semis and hardware got hammered across the board because a lot of them had outperformed and they were seen as China-sensitive sectors"  
[X Link](https://x.com/EricJhonsa/status/1976799430608359782) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-10T23:58Z 22.9K followers, 2547 engagements


"Fidelity's order data drives home how much retail has been relentlessly bidding speculative stocks. Both in terms of how many orders these stocks are seeing and how buy orders now tend to outpace sell orders for these stocks whether they're up or down"  
[X Link](https://x.com/EricJhonsa/status/1978593439114514562) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-15T22:46Z 22.9K followers, 5662 engagements


"Today's biggest tech decliners. The tide turned in a big way against the shitcos today (note the P/E columns). Think there could be more of this come considering how crazy things got over the last month"  
[X Link](https://x.com/EricJhonsa/status/1978918111546847439) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-16T20:16Z 22.9K followers, 20.7K engagements


"Saving these charts for posterity's sake. While there have been larger bubbles in scope what we've seen in some stocks this year feels one-of-a-kind in terms of nihilism and ponzi insanity"  
[X Link](https://x.com/EricJhonsa/status/1978511605651398659) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-15T17:21Z 22.9K followers, 77.4K engagements


"My mood as I see all the gamma-squeezed ponzi stocks that I shorted and which recently went nuts sell off again and again"  
[X Link](https://x.com/EricJhonsa/status/1980746206952480838) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-21T21:21Z 22.9K followers, 2738 engagements


"A slew of full-year guidance hikes from defense contractors today. Valuations for many SMIDs with strong defense/space tech exposure still look reasonable"  
[X Link](https://x.com/EricJhonsa/status/1980755841344237819) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-21T21:59Z 22.9K followers, 1499 engagements


"@gekkoadvisors Whether or not that happens is irrelevant to the point I was making about worries about query share loss weighing on GOOG earlier this year (and leading investors to ignore various AI tailwinds)"  
[X Link](https://x.com/EricJhonsa/status/1980791239864975723) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-22T00:20Z 22.9K followers, XX engagements


"This is worth a read in light of today's Anthropic/Google TPU report. I'm long $TTMI (currently trades for 22x a 2026 EPS consensus that's really starting to look too low)"  
[X Link](https://x.com/EricJhonsa/status/1980800765217370547) [@EricJhonsa](/creator/x/EricJhonsa) 2025-10-22T00:57Z 22.9K followers, 16.8K engagements