[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
#  @TheValueist TheValueist
TheValueist posts on X about $nvda, $metc, $btu, $sndk the most. They currently have XXXXX followers and 1133 posts still getting attention that total XXXXXX engagements in the last XX hours.
### Engagements: XXXXXX [#](/creator/twitter::1838186195508969472/interactions)
- X Week XXXXXXX +42%
- X Month XXXXXXX +232%
- X Months XXXXXXXXX +282%
### Mentions: XXX [#](/creator/twitter::1838186195508969472/posts_active)
- X Week XXX +15%
- X Month XXX +46%
- X Months XXXXX +63%
### Followers: XXXXX [#](/creator/twitter::1838186195508969472/followers)
- X Week XXXXX +9.90%
- X Month XXXXX +29%
- X Months XXXXX +400%
### CreatorRank: XXXXXXX [#](/creator/twitter::1838186195508969472/influencer_rank)
### Social Influence [#](/creator/twitter::1838186195508969472/influence)
---
**Social category influence**
[stocks](/list/stocks) #5335 [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) #4389 [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [exchanges](/list/exchanges) XXXX%
**Social topic influence**
[$nvda](/topic/$nvda) #550, [$metc](/topic/$metc) #314, [$btu](/topic/$btu) #1, [$sndk](/topic/$sndk) #2, [$anet](/topic/$anet) #2, [$cnr](/topic/$cnr) #1, [summary](/topic/summary) #424, [nvda](/topic/nvda) #296, [$mu](/topic/$mu) #13, [$pstg](/topic/$pstg) #1
**Top accounts mentioned or mentioned by**
[@yieldsearcher](/creator/undefined) [@ajacksonhole](/creator/undefined) [@fundamentedge](/creator/undefined) [@shanumathew93](/creator/undefined) [@themissinglinks](/creator/undefined) [@kevinlmak](/creator/undefined) [@wsjcom](/creator/undefined) [@grok](/creator/undefined) [@macrotaster](/creator/undefined) [@hershey14221](/creator/undefined) [@zerosum41](/creator/undefined) [@ericjackson](/creator/undefined) [@barronscom](/creator/undefined) [@jaredkubin](/creator/undefined) [@youtube](/creator/undefined) [@entourage1998](/creator/undefined) [@waymo](/creator/undefined) [@macropupster](/creator/undefined) [@whitehouse](/creator/undefined) [@nikkeiasia](/creator/undefined)
**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [BTU Protocol (BTU)](/topic/$btu) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [Arista Networks Inc (ANET)](/topic/$anet) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Micron Technology, Inc. (MU)](/topic/$mu) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Ciena Corporation (CIEN)](/topic/$cien) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Coherent Inc (COHR)](/topic/$cohr) [F5 Inc (FFIV)](/topic/$ffiv) [Ethereum Name Service (ENS)](/topic/$ens) [Bloom Energy Corporation (BE)](/topic/$be) [Advanced Micro Devices (AMD)](/topic/$amd) [Rambus Inc (RMBS)](/topic/$rmbs) [Corning Incorporated (GLW)](/topic/$glw) [Artificial Intelligence (AI4)](/topic/$ai4) [Sei (SEI)](/topic/$sei) [Constellation Energy Corp (CEG)](/topic/$ceg) [Coldstack (CLS)](/topic/$cls) [IREN Limited (IREN)](/topic/$iren) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Morgan Stanley (MS)](/topic/morgan-stanley) [Power Integrations Inc (POWI)](/topic/$powi) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Auroracoin (AUR)](/topic/$aur) [Stacks (STX)](/topic/$stx) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Bitcoin (BTC)](/topic/bitcoin) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Hut X Mining Corp. (HUT)](/topic/$hut) [GE Vernova Inc. (GEV)](/topic/$gev) [Vistra, Corp. (VST)](/topic/$vst) [Dell Technologies, Inc. (DELL)](/topic/dell) [Cisco Systems Inc (CSCO)](/topic/$csco) [Extreme Networks (EXTR)](/topic/$extr) [Nokia Corporation (NOK)](/topic/$nok) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Intel Corporation (INTC)](/topic/$intc) [Oklo Inc. (OKLO)](/topic/$oklo) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Centrus Energy Corp. (LEU)](/topic/$leu)
### Top Social Posts [#](/creator/twitter::1838186195508969472/posts)
---
Top posts by engagements in the last XX hours
"$SNDK still going +10% today. Some big orders coming in"
[X Link](https://x.com/TheValueist/status/1978478468774969480) [@TheValueist](/creator/x/TheValueist) 2025-10-15T15:09Z 2769 followers, XXX engagements
"$TSM Comprehensive Summary of Taiwan Semiconductor Manufacturing Co Ltd Q3 2025 Earnings Call Company: Taiwan Semiconductor Manufacturing Co Ltd (TSMC) / 2330 TT Equity Sector/Industry: TMT - Semiconductor Foundry Earnings Period: Q3 2025 Call Date: October XX 2025 Speakers: C.C. Wei Chairman and Chief Executive Officer Wendell Huang Senior Vice President Finance and Chief Financial Officer Jeff Su Director of Investor Relations Analysts: Gokul Hariharan JPMorgan Charlie Chan Morgan Stanley Sunny Lin UBS Bruce Lu Goldman Sachs Laura Chen Citi Krish Sankar TD Cowen Arthur Lai Macquarie Core"
[X Link](https://x.com/TheValueist/status/1978771285908795533) [@TheValueist](/creator/x/TheValueist) 2025-10-16T10:33Z 2769 followers, 1612 engagements
"Sharing my notes on $PSTG again. Someone will have to manage all this new storage"
[X Link](https://x.com/TheValueist/status/1973437650213412968) [@TheValueist](/creator/x/TheValueist) 2025-10-01T17:19Z 2712 followers, 2260 engagements
"$ENS Executive summary and rating. EnerSys senior team is in the middle of a deliberate succession and operating-transformation pivot. Shawn OConnell became CEO on 5/23/2025 after XX years in progressively larger P&L roles culminating as President & COO; he inherits a balance sheet with manageable leverage an expanded defense footprint after BrenTronics and a multiyear capital return program. On incentives the company emphasizes atrisk pay a high LTI mix with premiumpriced options and cash bonuses tied primarily to adjusted operating earnings and working capital turns. Governance features are"
[X Link](https://x.com/TheValueist/status/1978161612469985754) [@TheValueist](/creator/x/TheValueist) 2025-10-14T18:10Z 2769 followers, 1056 engagements
"$EOSE is not a name I would play for quarterly earnings. This is a long-dated buildout of battery/power infrastructure. It will be very lumpy as they build out the company and strike deals. It is extremely difficult or impossible to predict what they will announce in the coming quarters unless you have some inside track on their contracting process. I would take a long-term view and invest consistent that time horizon. If you like the company simply hold and let the story play out"
[X Link](https://x.com/TheValueist/status/1978574080602153367) [@TheValueist](/creator/x/TheValueist) 2025-10-15T21:29Z 2751 followers, XXX engagements
"$POWI XXX VDC architecture refers to a highvoltage directcurrent powerdistribution scheme that uses an approximately 800volt DC bus as the primary backbone for moving power from the facility front end to the point where electronics actually consume it. In data centers the idea is to convert mediumvoltage utility AC to a highvoltage DC rail near the building entrance or room level distribute that DC at roughly XXX V across the aisle or into each rack on busbars or cables and then perform a single localized conversion on the server or sled to an intermediate 48/54 V bus followed by the usual"
[X Link](https://x.com/TheValueist/status/1977777657006653470) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:45Z 2764 followers, 1548 engagements
"This will be a great change. ESPN wasn't doing much to promote F1. (Bloomberg) -- Apple enters a five-year partnership with Formula X to give Apple TV exclusive broadcast rights for races in the US starting next year. Apple TV to deliver coverage of all practice qualifying Sprint sessions and Grands Prix to subscribers Select races and all practice sessions to be available for free throughout the season F1 TV Premium to continue to be available in the US via an Apple TV subscription and will only be free for those who subscribe"
[X Link](https://x.com/TheValueist/status/1979180079646134296) [@TheValueist](/creator/x/TheValueist) 2025-10-17T13:37Z 2769 followers, XXX engagements
"$GLW (Wall Street Journal) -- The 174-year-old Pyrex maker could become one of the biggest winners from the AI boom By Nicholas G. Miller As the AI boom fuels the meteoric rise of new startups and cutting-edge chip designers 174-year-old glass company Corning is joining in on the fun. The company known for developing Pyrex Gorilla Glass and the encasement for Thomas Edison's incandescent lamp makes glass for cellphones TVs and cars. But now its glass technology developed through decades of investment in research and manufacturing has made it the dominant supplier of fiber optics for data"
[X Link](https://x.com/TheValueist/status/1974943273253834903) [@TheValueist](/creator/x/TheValueist) 2025-10-05T21:02Z 2762 followers, 2666 engagements
"I don't believe that is correct. $AVGO is the leader in making Ethernet-based networking chips. They are the sole supplier to $ANET . Whatever solution they deliver on the GPU/XPU side will be paired with an Ethernet-based scale-up and scale-out network. $NVDA announced today that they are supplying $META and $ORCL OCI with Spectum-X Ethernet-based networking. There are definitely some still using Infiniband like $MSFT most recent GB300 announcement but the industry as a whole is moving to Ethernet. More to be revealed this week at OCP"
[X Link](https://x.com/TheValueist/status/1977900923654484174) [@TheValueist](/creator/x/TheValueist) 2025-10-14T00:55Z 2763 followers, XXX engagements
"$AMKR Amkors Oct X announcement materially upsizes the Arizona project from a single $X billion facility to a 2phase campus with total planned investment of $X billion adding a second greenfield building expanding cleanroom to over 750000 square feet and lifting projected jobs to as many as 3000. The company broke ground and guided to complete construction of the first building in mid2027 with production starting in early 2028. The release frames this as the nations first U.S.-based highvolume outsourced advanced packaging campus and explicitly names Apple and Nvidia as key customers to be"
[X Link](https://x.com/TheValueist/status/1975308789596172678) [@TheValueist](/creator/x/TheValueist) 2025-10-06T21:14Z 2709 followers, 3824 engagements
"$NVDA $MSFT Microsoft Corp & Nvidia Corp: British artificial intelligence group Nscale has signed an expanded agreement with Microsoft to deploy around 200000 Nvidia AI chips across its data centers in Europe and the United States it said. While Nscale did not disclose the financial terms of the agreement the Financial Times based on a comparable contract reported that the deal could bring in up to $XX billion in revenue for the start-up. Nscale will begin supplying Nvidia graphics processing units to Microsoft via its data centers in Texas and Portugal starting next year. The company also"
[X Link](https://x.com/TheValueist/status/1978428994010616090) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:53Z 2765 followers, XXX engagements
"$AUR Aurora is at an early commercialization inflection for autonomous trucking: the company launched fully driverless freight service on public highways between Dallas and Houston in late April validated night driving in July and expanded driverless miles from roughly 20000 by quarterend June to more than 50000 by early September while keeping ontime performance near XXX% and a clean Auroraattributed safety record. Night operations more than double potential utilization which goes straight into a better revenue and cost per mile profile for carriers and for Auroras permile model. The company"
[X Link](https://x.com/TheValueist/status/1978423190096380242) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:30Z 2769 followers, 5155 engagements
"$SNDK $MU $STX"
[X Link](https://x.com/TheValueist/status/1977767465494229071) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:04Z 2681 followers, XXX engagements
"Long-dated call verticals (LEAPS call spreads) let us pre-specify a maximum loss and a capped upside over a XX year horizon while concentrating exposure on the exact slice of the terminal price distribution we want. Structurally a LEAPS bull call spread buys a lower-strike call and sells a higher-strike call with the same expiration; max loss equals net premium and max profit equals strike width minus premium. In equity options these contracts are American-style; index variants such as SPX/NDX are European and cash-settled eliminating early exercise. The construction creates leverage without"
[X Link](https://x.com/TheValueist/status/1978568785750630656) [@TheValueist](/creator/x/TheValueist) 2025-10-15T21:08Z 2743 followers, 1256 engagements
"$SEI Amanda Brocks appointment as co-CEO at Solaris Energy Infrastructure is a strategically coherent move that increases the probability of successful execution during a scale-up phase that is capital intensive operationally complex and credibility dependent with blue-chip counterparties. The company explicitly framed the hire as adding complementary leadership bandwidth alongside founder Bill Zartler with Brock also joining the board. The timing coincides with a rapid fleet build-out and a step-change in customer mix toward data centers and gas infrastructure where her resumewater and power"
[X Link](https://x.com/TheValueist/status/1978599755761479915) [@TheValueist](/creator/x/TheValueist) 2025-10-15T23:11Z 2759 followers, XXX engagements
"$PSTG a proxy for those who missed $SNDK $MU $STX"
[X Link](https://x.com/TheValueist/status/1973435713539678612) [@TheValueist](/creator/x/TheValueist) 2025-10-01T17:11Z 2739 followers, XXX engagements
"It is all about networking going forward and in 2026. It is worth digging into the sector if you haven't already. SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems (CSCO) NVIDIA (NVDA) Hewlett Packard Enterprise incl. Juniper (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia (NOK) Ericsson (ERIC) ADTRAN Holdings (ADTN) Ubiquiti (UI) Accton Technology Edgecore Quanta Computer QCT ZTE Huawei (Private) UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON - SWITCH ASICS Broadcom (AVGO) NVIDIA (NVDA) Marvell Technology (MRVL) Intel (INTC) MERCHANT SILICON -"
[X Link](https://x.com/TheValueist/status/1963960725547717092) [@TheValueist](/creator/x/TheValueist) 2025-09-05T13:41Z 2709 followers, XXX engagements
"$CEG through $XXX for the first time and at an all-time high. Never forget that $CEG owns XX% of ALL nuclear generating capacity in the US and has stated they have the ability to uprate their existing fleet capacity by 10%. SMRs are fantastic and I hope they succeed however it will be a decade until they are commercially viable and connected to the grid. I still don't believe the market is giving CEG any credit for the Calpine acquisition - it is an absolute home run an will be massively accretive to earnings once digested"
[X Link](https://x.com/TheValueist/status/1978461841454940430) [@TheValueist](/creator/x/TheValueist) 2025-10-15T14:03Z 2769 followers, 2265 engagements
"Here's my quantum tracker. It might be time to start throwing some darts. The quantum internet stack seems pretty far off into the future. (There are real companies on this list because they have some quantum exposure) $RGTI $IONQ $QUBT"
[X Link](https://x.com/TheValueist/status/1978907383419085101) [@TheValueist](/creator/x/TheValueist) 2025-10-16T19:34Z 2769 followers, XXX engagements
"$ANET $COHR $CIEN $CLS Tape first. By 1pm the group is bid across the board with breadth concentrated in names leveraged to AI interconnect racks and test; the 1D z-scores are mostly positive signaling a factor tailwind to AI plumbing during the OCP Global Summit news cycle. OCPs 2025 theme is explicitly AI with new crossproject workstreams to standardize rack power cooling and networking building blocks for AI clusters; the foundation also rolled out a new Open Data Center for AI initiative which is catalyzing ecosystem announcements this week. Meta contributed detail on nextgen network"
[X Link](https://x.com/TheValueist/status/1978875684585115873) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:28Z 2769 followers, 5182 engagements
"$AAOI The highestprobability strategic buyers for AAOI are Coherent Lumentum and Jabil with a second tier of credible but lowerprobability buyers that includes Molex (Koch Industries) Amphenol and Foxconn Interconnect Technology. Cisco Ciena and Sumitomo Electric are opportunistic possibilities but sit further down the curve. Chinese transceiver vendors would be natural consolidators on product fit but are effectively precluded by U.S. nationalsecurity review. This ranking reflects where AAOIs U.S. laser fab 800G clientside roadmap and hyperscaler exposure provide tangible strategic synergies"
[X Link](https://x.com/TheValueist/status/1970213166694179027) [@TheValueist](/creator/x/TheValueist) 2025-09-22T19:46Z 2755 followers, XXX engagements
"$SMCI The interview is a revealing window into Super Micro Computers operating system: a founder-driven engineering culture that prizes time-to-market modularity and reliability with a willingness to commit ahead of the demand curve when it believes a technology transition is inevitable. Three themes dominate. First an enduring building block philosophy that lets the company compose bespoke systems rapidly across CPUs GPUs power thermals IO and chassiscutting design cycle time and easing inventory reuse. Second a burnin-andvalidation mindset built since the mid1990s that elevates reliability"
[X Link](https://x.com/TheValueist/status/1978955947709264041) [@TheValueist](/creator/x/TheValueist) 2025-10-16T22:47Z 2769 followers, 1564 engagements
"$FFIV Market Chatter: F5 Allegedly Hacked by China-Linked Group (MT Newswires) F5's (FFIV) systems were allegedly breached by state-backed hackers from China Bloomberg reported Thursday citing people familiar with the matter. The cybersecurity firm reported the breach Wednesday in a filing with the US Securities and Exchange Commission alleging that a nation-state threat actor had penetrated its network and stolen files including parts of the source code of the BIG-IP platform. F5 and China's embassy in Washington did not immediately reply to MT Newswires' requests for comment. (Market"
[X Link](https://x.com/TheValueist/status/1978825613696815424) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:09Z 2769 followers, XXX engagements
"I find it amusing that people are posting about coal stocks in 2025. Im along for the ride. These companies are small enough that they could turn into a meme craze. $BTU $CNR $ARLP $METC"
[X Link](https://x.com/TheValueist/status/1974227637863141665) [@TheValueist](/creator/x/TheValueist) 2025-10-03T21:38Z 2764 followers, 1081 engagements
"$CRWV $NVDA (Wall Street Journal) -- An Nvidia-backed AI startup is planning to build a massive data-center complex with CoreWeave that is capable of generating its own power on a site that is two-thirds the size of Central Park. Poolside is joining with the cloud-infrastructure provider on a plan to build a data center on more than XXX acres of land that sits on a sprawling ranch in West Texas. The site is owned by the Mitchell family which has run oil-and-gas companies for decades in the state and is located in the heart of the fracking boom. Poolside and CoreWeave aim to take advantage of"
[X Link](https://x.com/TheValueist/status/1978450117259636919) [@TheValueist](/creator/x/TheValueist) 2025-10-15T13:17Z 2768 followers, XXX engagements
"Another 52w high on $CIEN . Definitely getting meaningful attention among GAI networking build-out investors"
[X Link](https://x.com/TheValueist/status/1976020651560571141) [@TheValueist](/creator/x/TheValueist) 2025-10-08T20:23Z 2665 followers, XXX engagements
"Long clean coal. $BTU $CNR $ARLP $METC An Immense Solar Project Just Got Canceled Under Trump Known as Esmeralda X the project planned in the Nevada desert would have produced enough energy to power nearly two million homes"
[X Link](https://x.com/TheValueist/status/1976750505834520832) [@TheValueist](/creator/x/TheValueist) 2025-10-10T20:43Z 2757 followers, 3500 engagements
"I love how all the Sora X police videos have $AXON video captioning on them"
[X Link](https://x.com/TheValueist/status/1974188022645338607) [@TheValueist](/creator/x/TheValueist) 2025-10-03T19:01Z 2664 followers, XXX engagements
"$BTU Peabodys Q2 2025 print confirms a business that is absorbing a cyclical trough in seaborne pricing while leaning into a cyclical upturn in U.S. thermal and derisking its most material strategic variable: the transition toward highermargin metallurgical coal via the Centurion longwall. The reported net loss of $27.6m and adjusted EBITDA of $93.3m reflect softer seaborne realizations and transitory logistics headwinds offset by notable cost discipline with PRB margins expanding and seaborne unit costs tracking below plan. The company raised several 2025 volume and cost targets and pulled"
[X Link](https://x.com/TheValueist/status/1970892777031413979) [@TheValueist](/creator/x/TheValueist) 2025-09-24T16:47Z 2710 followers, XXX engagements
"$SMCI (Bloomberg) -- Nvidia Corp. share are up XXX% in premarket trading after HSBC upgraded the AI-focused chipmaker to buy from hold. Analyst Frank Lee sees room for significant FY27e earnings upside We expect AI GPU TAM to keep increasing beyond hyperscalers leading to continuous earnings growth referring to the total addressable market for AI-related processing chips Recent Nvidia AI deals imply potential AI GPU revenue opportunity of USD251-400bn just from Stargate and OpenAI XXXX gigawatts commitments which could double our FY27 datacenter revenue forecast of USD351bn PT to $XXX from"
[X Link](https://x.com/TheValueist/status/1978445448164569527) [@TheValueist](/creator/x/TheValueist) 2025-10-15T12:58Z 2766 followers, XXX engagements
"Rare earth pre. $METC $USAR $CRML $AREC"
[X Link](https://x.com/TheValueist/status/1976227105806647309) [@TheValueist](/creator/x/TheValueist) 2025-10-09T10:03Z 2700 followers, 1383 engagements
"$AUR $UBER Uber is involved with Aurora on X fronts: strategic owner board-level partner and commercial customer through Uber Freight. The large equity position traces back to Auroras 2021 acquisition of Ubers Advanced Technologies Group (ATG); Uber contributed ATG and received a significant minority stake and an ongoing partnership which is why it still screens as a top holder. At the governance and commercial levels Ubers CEO Dara Khosrowshahi has served on Auroras board and Uber Freight is one of the shippers using Auroras driverless service. Management has emphasized that the core"
[X Link](https://x.com/TheValueist/status/1978504577918857706) [@TheValueist](/creator/x/TheValueist) 2025-10-15T16:53Z 2751 followers, 1559 engagements
"Unusually large option volume on $ENS today. Let's see if it pushes the stock higher. All-time high as well"
[X Link](https://x.com/TheValueist/status/1978135141101822039) [@TheValueist](/creator/x/TheValueist) 2025-10-14T16:25Z 2755 followers, XXX engagements
"$IREN $CIFR $RIOT Arete rolled out coverage on the bitcoin miners with Buy ratings on IREN (IREN) Riot Platforms (RIOT) and Cipher Mining (CIFR). The firm put a $XX price target on IREN $XX target on Riot and $XX target on Cipher. Demand from artificial intelligence computing provides long-term opportunities the analyst tells investors in a research note. Arete sees IREN benefitting from self-funding its data center construction and upgrading its bitcoin mining fleet Riot reaching $2.3B of recurring EBITDA by 2031 from two high performance compete data centers on a co-location rental model"
[X Link](https://x.com/TheValueist/status/1970824249104306503) [@TheValueist](/creator/x/TheValueist) 2025-09-24T12:14Z 2710 followers, 24.4K engagements
"I am seeing significantly more chatter on X on the coal names. People are recognizing the story. Multiple +5% up today. $BTU $CNR $ARLP $METC"
[X Link](https://x.com/TheValueist/status/1975560816901669372) [@TheValueist](/creator/x/TheValueist) 2025-10-07T13:56Z 2764 followers, 1035 engagements
"Great start to the day for coal. $BTU $CNR $ARLP $METC"
[X Link](https://x.com/TheValueist/status/1974108282500620429) [@TheValueist](/creator/x/TheValueist) 2025-10-03T13:44Z 2764 followers, XXX engagements
"Coal names are moving higher again this morning. $BTU $CNR $ARLP $AMR"
[X Link](https://x.com/TheValueist/status/1971214687489622540) [@TheValueist](/creator/x/TheValueist) 2025-09-25T14:06Z 2764 followers, 1558 engagements
"$AMKR $TSM TSMC Q3 2025 Earnings Call: Comprehensive Analysis of Advanced Packaging and OSAT Partnerships Executive Summary TSMC's Q3 2025 earnings call revealed critical developments in advanced packaging strategy with packaging revenue approaching XX% of total revenue and becoming a cornerstone of the company's Foundry XXX strategy. Most notably management disclosed a strategic partnership with a major OSAT partner (strongly implied to be Amkor based on context) that is building facilities in Arizona ahead of TSMC's own advanced packaging fabs. The discussion revealed severe capacity"
[X Link](https://x.com/TheValueist/status/1978818729589801252) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:42Z 2769 followers, XXX engagements
"$TSM (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. analysts are positive on the chipmaker after it reported September sales that are seen as strong. Read more: TSMC Reports Better-Than-Expected Sales on Sustained AI Demand ANALYST COMMENTARY Wedbush (outperform PT to NT$1700 from NT$1300) TSMC appears to be firing on all cylinders with the sales showing continued AI growth better compute demand and expected gains in average selling prices Bernstein (outperform) The sales landed at guidance high end even when FX tailwind is excluded Despite concerns about a bubble in AI we expect TSMC"
[X Link](https://x.com/TheValueist/status/1976249084630466758) [@TheValueist](/creator/x/TheValueist) 2025-10-09T11:31Z 2689 followers, XXX engagements
"$ARM *OPENAI WORKING WITH ARM ON BROADCOM AI CHIP EFFORT: INFORMATION"
[X Link](https://x.com/TheValueist/status/1977864944734380499) [@TheValueist](/creator/x/TheValueist) 2025-10-13T22:32Z 2673 followers, XXX engagements
"Id love to see what this report said about coal. $BTU $CNR $ARLP $METC Fossil fuels to dominate global energy use past 2050 McKinsey says"
[X Link](https://x.com/TheValueist/status/1978936958920372471) [@TheValueist](/creator/x/TheValueist) 2025-10-16T21:31Z 2769 followers, XXX engagements
"Another impact of this new AMD deal will be an increased gravitational pull in GAI data centers towards Ethernet over InfiniBand. Great news for $ANET and a helpful counterbalance for $AVGO. $NVDA Spectrum-X will be very competitive. --------------------- For ANET the OpenAIAMD agreement is a net positive catalyst because it explicitly tilts a large portion of OpenAIs incremental capacity toward Ethernet-centric AI back-end networks where Arista is structurally advantaged. AMDs MI300/MI450 cluster blueprint calls for back-end fabrics that use primarily Ethernet-based NICs and switches with"
[X Link](https://x.com/TheValueist/status/1975227089780371734) [@TheValueist](/creator/x/TheValueist) 2025-10-06T15:50Z 2755 followers, 1297 engagements
"ELECTRIC VEHICLES & INTEGRATED ENERGY Tesla (TSLA) Builds electric vehicles and also sells energy generation and storage products (e.g. Powerwall Megapack) to accelerate the transition to sustainable energy. GRIDSCALE ENERGY STORAGE SYSTEM INTEGRATORS & SOFTWARE Fluence Energy (FLNC) Global provider of utilityscale battery storage systems and services plus cloud software (e.g. Mosaic Nispera) that optimizes renewables and storage assets. (Fluence) Energy Vault Holdings (NRGV) Develops and integrates energy storage solutions spanning short to ultralongduration including gravitybased systems"
[X Link](https://x.com/TheValueist/status/1977121267187663064) [@TheValueist](/creator/x/TheValueist) 2025-10-11T21:16Z 2708 followers, 1041 engagements
"$IREN Executive summary: IRENs senior leadership is built around founder-operators Daniel Roberts and Will Roberts who have scaled the company from an Australia-based hydro-powered bitcoin miner into a North American datacenter operator pursuing a dual engine of bitcoin mining and an accelerating AI cloud business. On operating execution capital access and strategic pivot speed the team scores strongly: FY25 revenue reached $501m with net income of $86.9m as they raised and deployed capital at pace expanded average operating hashrate from XXXX EH/s in January 2025 to 44.045.4 EH/s by"
[X Link](https://x.com/TheValueist/status/1978179318292635947) [@TheValueist](/creator/x/TheValueist) 2025-10-14T19:21Z 2730 followers, XXX engagements
"Performance details for $MSXXNSEC - Morgan Stanley National Security Index - incredible year. The constituent details are in this thread"
[X Link](https://x.com/TheValueist/status/1977751153665319108) [@TheValueist](/creator/x/TheValueist) 2025-10-13T14:59Z 2717 followers, XXX engagements
"This $BE news bodes well for $SEI $EOSE. Data centers will take any and all behind-the-meter solutions they can get their hands on. (Bloomberg) -- Shares of Bloom Energy Corp. soared as much as XX% in premarket trading as Brookfield Corp. agreed to invest up to $X billion to deploy the companys fuel cells at new data centers that operate artificial intelligence. The investment firm and the energy storage company are collaborating on AI data centers globally including a site in Europe that will be announced before the end of the year according to a release Monday. The electricity demand boom"
[X Link](https://x.com/TheValueist/status/1977724170357162323) [@TheValueist](/creator/x/TheValueist) 2025-10-13T13:12Z 2717 followers, 2333 engagements
"$AREC American Resources Corporation through its ReElement Technologies subsidiary is positioning itself as a U.S. midstream refiner of rare earths lithium and other defense elements using a chromatography-based separation platform licensed and developed with Purdue University rather than conventional solvent extraction. The immediate developments you flagged are genuine and recent: ReElements Marion IN Supersite is being built out; management disclosed Phase1 output designed for 25003500 t/yr of refined products across magnetgrade rare earth oxides antimony and battery materials with more"
[X Link](https://x.com/TheValueist/status/1977438688234926127) [@TheValueist](/creator/x/TheValueist) 2025-10-12T18:18Z 2700 followers, XXX engagements
"UBS takes px up on multiple names in the coal sector. $BTU $CNR $HCC"
[X Link](https://x.com/TheValueist/status/1975922031192342839) [@TheValueist](/creator/x/TheValueist) 2025-10-08T13:51Z 2667 followers, 1880 engagements
"I like both of these trades. $AMKR $PLAB"
[X Link](https://x.com/TheValueist/status/1974108869573161281) [@TheValueist](/creator/x/TheValueist) 2025-10-03T13:46Z 2675 followers, 5207 engagements
"Note they are using InfiniBand not Ethernet. $NVDA $ANET $MSFT"
[X Link](https://x.com/TheValueist/status/1976343542533624170) [@TheValueist](/creator/x/TheValueist) 2025-10-09T17:46Z 2763 followers, 1068 engagements
"900k wafers/month is ridiculous volume. At this point even for me it is becoming hard to believe these numbers. $MU $SNDK $STX (Bloomberg) -- Samsung Electronics Co. and SK Hynix Inc. shares rose to their highest in years after South Koreas largest companies forged initial agreements to supply chips to OpenAIs Stargate project reinforcing their lead in artificial intelligence memory. OpenAIs Sam Altman signed a letter of intent Wednesday to enlist the two firms in his data center construction effort a global undertaking that involves the sectors biggest players from Nvidia Corp. to Oracle"
[X Link](https://x.com/TheValueist/status/1973582765527285902) [@TheValueist](/creator/x/TheValueist) 2025-10-02T02:56Z 2738 followers, 1630 engagements
"$METC Well adding a larger retail base doesn't hurt either. ------ There's a New Rare-Earth Stock for Investors to Buy By Al Root October XX 2025 Rare-earth minerals' role at the center of the trade war between the U.S. and China has left investors scrambling for options on how to play the conflict. One of the latest ideas is the metallurgical coal producer Ramaco Resources. Baird analyst Ben Kallo launched coverage of the company on Wednesday with a Buy rating and a target of $XX for the price. Ramaco stock was up XXX% in premarket trading at $XXXXX while S&P XXX and Dow Jones Industrial"
[X Link](https://x.com/TheValueist/status/1978828625341247869) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:21Z 2769 followers, XXX engagements
"$CIEN one more 52w high"
[X Link](https://x.com/TheValueist/status/1977780960293728475) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:58Z 2685 followers, XXX engagements
"Great day for the coal hogs. $BTU $CNR $ARLP $METC"
[X Link](https://x.com/TheValueist/status/1977783107861237767) [@TheValueist](/creator/x/TheValueist) 2025-10-13T17:06Z 2757 followers, 1449 engagements
"Here is the way to read the BNP Paribas compilation and why the underlying studies diverge so widely. The figure aggregates additional U.S. datacenter electricity in 2030 versus a 2023/2024 base and shows a span of roughly +200 to +600 TWh. To calibrate the base the most rigorous recent benchmark is the LBNL 2024 report which estimates U.S. data centers used XXX TWh in 2023 and projects 325580 TWh by 2028 excluding crypto; that implies a 20242030 delta anywhere from roughly +150 TWh to +430 TWh if you interpolate from 2028 toward 2030. Put differently even the careful academic work already"
[X Link](https://x.com/TheValueist/status/1978259346162118976) [@TheValueist](/creator/x/TheValueist) 2025-10-15T00:39Z 2717 followers, 1106 engagements
"$EOSE Joe Mastrangelo is a career industrial operator with nearly XX years across GE Power and GE Oil & Gas who moved from board adviser to chief executive of Eos Energy in 7/2019. His tenure has been defined by three integrated bets: differentiate on chemistry with a zincbromine system designed for XXX hour durations vertically integrate and onshore a U.S. manufacturing footprint and finance an aggressive capacity build via a blend of DOE support and private structured capital while public markets fund the equity gap. Factually he took Eos public through a SPAC in 11/2020 and has since"
[X Link](https://x.com/TheValueist/status/1977772543890112756) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:24Z 2764 followers, XXX engagements
"$NVDA $TSMC $INTC $AMD Nvidia has added Samsung Foundry to its NVLink Fusion ecosystem to provide design-to-manufacturing support for custom CPUs and custom XPUs that connect directly to Nvidias GPU platforms. The move was disclosed around the OCP Global Summit and corroborated by Nvidias own communications which state that Intel and Samsung Foundry are joining the NVLink Fusion partner set so that customers can build semicustom processors that link into Nvidias rackscale AI systems. Functionally this is Nvidia expanding a program it launched in mid2025 that opened NVLink to thirdparty and"
[X Link](https://x.com/TheValueist/status/1978278810425479472) [@TheValueist](/creator/x/TheValueist) 2025-10-15T01:56Z 2728 followers, 1053 engagements
"$BWXT $LEU $OKLO The Armys Janus Program is a material policy and procurement pivot that if executed close to plan compresses the microreactor commercialization timeline creates a new defense-backed offtake class for advanced nuclear and meaningfully re-rates the addressable market for a small set of suppliers across fuel components and systems integration. The Army is designated as DoDs executive agent for installation and operational nuclear energy and is directed to operate an Armyregulated reactor on a domestic base by 9/30/2028 with parallel efforts to field commercially"
[X Link](https://x.com/TheValueist/status/1978287390255907295) [@TheValueist](/creator/x/TheValueist) 2025-10-15T02:30Z 2769 followers, 1836 engagements
"Memory strong at the open on SK Hynix capex commentary. $SNDK $PSTG all-time highs and $MU close to one"
[X Link](https://x.com/TheValueist/status/1978819332059681113) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:44Z 2769 followers, XXX engagements
"$PSTG all-time high today. Prob won't get the non-stop long flow like $SNDK but I believe it is a solid memory exposed long through 2026"
[X Link](https://x.com/TheValueist/status/1975209869700710536) [@TheValueist](/creator/x/TheValueist) 2025-10-06T14:41Z 2713 followers, 2160 engagements
"$POWI Power Integrations delivered a clean execution quarter and a pragmatic guide against a volatile macro and tariff backdrop while openly signaling a strategic pivot to higher-power systems that could structurally expand gross margin dollars and the companys addressable market. Q2 revenue was $116m +9% y/y and +10% q/q with non-GAAP gross margin of XXXX% and EPS of $XXXX. Mix skewed to industrial at XX% of revenue on broad strength across metering home/building automation and highpower gate drivers; consumer was XX% computers XX% and communications 11%. Channel inventory remained tight at"
[X Link](https://x.com/TheValueist/status/1977772220110819336) [@TheValueist](/creator/x/TheValueist) 2025-10-13T16:23Z 2764 followers, 1218 engagements
"$ENS EnerSys is a diversified industrial energystorage and power electronics supplier with three operating engines that each matter to the portfolio: Energy Systems (telecom broadband utilities data center UPS power and services) Motive Power (industrial motive batteries and chargers for materialhandling fleets) and Specialty (aerospace & defense and transportation). The business has been repositioning around highervalue maintenancefree chemistries power electronics and services while structurally reducing cost and tightening capital discipline under a new CEO and an EnerGize operating"
[X Link](https://x.com/TheValueist/status/1977860005878813140) [@TheValueist](/creator/x/TheValueist) 2025-10-13T22:12Z 2722 followers, 2054 engagements
"$HUT spiking"
[X Link](https://x.com/TheValueist/status/1978170573957026216) [@TheValueist](/creator/x/TheValueist) 2025-10-14T18:46Z 2743 followers, 2224 engagements
"I heard the CFO of $TMC present at a BBG round table XX months ago. I thought it was the dumbest idea I had ever heard. I was clearly wrong and missed a huge opportunity"
[X Link](https://x.com/TheValueist/status/1977822810602140055) [@TheValueist](/creator/x/TheValueist) 2025-10-13T19:44Z 2769 followers, XXX engagements
"$ENS all-time high today"
[X Link](https://x.com/TheValueist/status/1978851971407745303) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:54Z 2769 followers, XXX engagements
"$SEI Executive summary and investment implications. Management quality at Solaris Energy Infrastructure (SEI) is solidly above average anchored by a founderled CEO with high insider ownership a financially sophisticated President/CFO and a bench of experienced operators who collectively executed a strategic pivot into distributed power while preserving a cashgenerative legacy logistics franchise. Pay design is mostly performancecontingent with 20232024 changes adding TSRlinked PSUs that create direct alignment with shareholder outcomes. Governance is typical of an UpC with dualclass voting"
[X Link](https://x.com/TheValueist/status/1978182084973023557) [@TheValueist](/creator/x/TheValueist) 2025-10-14T19:32Z 2769 followers, XXX engagements
"$BTU $CNR $ARLP $AMR Bruce the profits are in the cash line and in the forward year not in the troughyear GAAP EPS youre looking at. The 2025 setup for several coal names is intentionally frontloaded with capex and maintenance while realizations lag the index so GAAP prints look soft even though operating cash is positive and balance sheets are net cash. Then 2026 steps up hard as new volumes come on and sustaining capex normalizes. Look at the numbers that matter. BTU 2025 consensus shows EBITDA 435M and free cash flow -143M because it is finishing a heavy capex year but 2026 consensus"
[X Link](https://x.com/TheValueist/status/1971044470016692347) [@TheValueist](/creator/x/TheValueist) 2025-09-25T02:49Z 2764 followers, 1355 engagements
"$EOSE - the IV Bullish option flow detected in Eos Energy Enterprises Inc. with 61655 calls trading 1.5x expected and implied vol increasing over X points to 149.98%. 11/14 weekly XX calls and Oct-25 XX calls are the most active options with total volume in those strikes near 17600 contracts. The Put/Call Ratio is XXXX. Earnings are expected on November 4th"
[X Link](https://x.com/TheValueist/status/1978571686367613185) [@TheValueist](/creator/x/TheValueist) 2025-10-15T21:20Z 2769 followers, XXX engagements
"$NVDA $AVGO $LITE $GLW Copackaged optics moved from a future curiosity to an actionable design choice at this years OCP. The networking track itself called out 102T switch architectures copackaged optics as a headline theme and the optical colocated workshop focused on nextgen interconnect packaging linking the CPO narrative to real facility requirements around power density reliability and serviceability. That programming shift matters: OCP is explicitly framing CPO as a mainstream option for AI factories rather than an R&D detour. NVIDIA used OCP week to reinforce a CPOfirst direction on"
[X Link](https://x.com/TheValueist/status/1978919013561278516) [@TheValueist](/creator/x/TheValueist) 2025-10-16T20:20Z 2769 followers, 1129 engagements
"@entourage_1998 $FFIV earnings this quarter will be a big reveal"
[X Link](https://x.com/TheValueist/status/1978851084987761130) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:50Z 2769 followers, XX engagements
"$FFIV entry"
[X Link](https://x.com/TheValueist/status/1978826011354526030) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:11Z 2769 followers, 1744 engagements
"$METC LEXINGTON Ky. Oct. X 2025 /PRNewswire/ -- Ramaco Resources Inc. (NASDAQ: METC METCB) ("Ramaco" or the "Company") Ramaco is proud to announce Martin van Wyk has agreed to join Ramaco as Senior Vice President of Critical Minerals Processing and to relocate from Australia to the United States. With more than XX years of global experience in mineral processing hydrometallurgy and rare earth elements (REEs) flowsheet development he will help lead the Company's critical minerals processing development of the Brook Mine Project (Wyoming U.S.) following his transition to the United States."
[X Link](https://x.com/TheValueist/status/1975219069197455725) [@TheValueist](/creator/x/TheValueist) 2025-10-06T15:18Z 2698 followers, XXX engagements
"$METC Executive management summary. Management quality assessment: above average with concentrated-control and governance-complexity caveats. Ramacos senior team blends a founder-led CEO with deep capital markets and industry access and an operational bench with extensive Central Appalachia mining experience. Incentive design has become more formulaic and explicitly tied to operating and shareholder outcomes since 2022 and insider ownership is high which strengthens alignment but also concentrates influence. The CEOs 2024 total compensation of $7.76M sits broadly in line with large met coal"
[X Link](https://x.com/TheValueist/status/1978834075726094546) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:43Z 2769 followers, XXX engagements
"$SEI all-time high today. ------------ Citi raised the firm's price target on Solaris Energy to $XX from $XX and keeps a Buy rating on the shares. The firm cites the doubling of the company's power capacity for the target increase. It sees father upside despite the stock's XX% rally in the past month"
[X Link](https://x.com/TheValueist/status/1977817646814155094) [@TheValueist](/creator/x/TheValueist) 2025-10-13T19:24Z 2681 followers, 1422 engagements
"Unfortunately I dont believe this is available to US investors. SK Hynix 2X ETF Launches in Hong Kong"
[X Link](https://x.com/TheValueist/status/1978784609081934251) [@TheValueist](/creator/x/TheValueist) 2025-10-16T11:26Z 2765 followers, XXX engagements
"$MRVL $COHR Its too simplistic to read the postearnings drawdowns in MRVL and COHR as proof of competitive weakness or poor technology; the evidence points more to expectation resets mix timing and businessmodel nuances than to structural erosion. Both companies posted solid backwardlooking prints with forward views that fell short of a market priced for uninterrupted AI upside. MRVL delivered record revenue of $2.006B (+58% y/y) and guided next quarter revenue to $2.06B X% but the stock broke because management framed datacenter revenue as flat q/q with nearterm lumpiness in custom ASIC and"
[X Link](https://x.com/TheValueist/status/1969834785833951487) [@TheValueist](/creator/x/TheValueist) 2025-09-21T18:43Z 2673 followers, XXX engagements
"$CRDO Credo closed the acquisition of Hyperlume a privately held developer of microLEDbased optical interconnects for chiptochip communication. The release frames this as a capability tuckin that broadens Credos endtoend systemlevel connectivity portfolio for AI data center scaleout but provides no financial terms. The transaction closed on 20250929 and is positioned squarely against escalating bandwidth latency and power constraints in AI clusters. The strategic message is that Credo intends to participate not only in electrical interconnect and DSPenabled optics but also in nextgen optical"
[X Link](https://x.com/TheValueist/status/1973020282945183961) [@TheValueist](/creator/x/TheValueist) 2025-09-30T13:41Z 2760 followers, XXX engagements
"$MU $SNDK $PSTG $RMBS"
[X Link](https://x.com/TheValueist/status/1978873171895079212) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:18Z 2769 followers, XXX engagements
"$TSMC CAPACITY IS VERY 'TIGHT': CEO (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth to the mid-30% range sending a strong signal of confidence in demand for components like Nvidia Corp. chips that power AI. TSMC also raised the lower end of its capital spending target for the year after reporting a better-than-anticipated XX% jump in profit to NT$452.3 billion ($14.8 billion) in the September quarter. Taiwans largest company is now earmarking at least $XX billion for capacity expansion and upgrades in 2025 up from a floor of $XX billion"
[X Link](https://x.com/TheValueist/status/1978712645596324261) [@TheValueist](/creator/x/TheValueist) 2025-10-16T06:40Z 2769 followers, XXX engagements
"$NVT nVents release is straightforward: the company leased 117000 sq ft of manufacturing space in Blaine MN to expand data center solutions production explicitly tied to accelerating liquid cooling demand; production is slated to start in early 2026; Blaine is expected to employ 175+ people; this is the second expansion of data-center-focused manufacturing in X years and together with the recently expanded Anoka MN site adds 325+ jobs. The Blaine facility will build new products for data center customers including liquid cooling solutions. This is a lease not a greenfield build which"
[X Link](https://x.com/TheValueist/status/1963370288667664740) [@TheValueist](/creator/x/TheValueist) 2025-09-03T22:35Z 2714 followers, XXX engagements
"$EOSE Eos Energy Enterprises is attempting to scale a fully domestic nonflammable aqueouszinc stationary storage platform (Z3) into the longduration segment while riding X concurrent tailwinds: a policy regime that still preserves Section 45X monetization tightened FEOC and tariff constraints that disadvantage Chinalinked supply chains and a secular stepup in U.S. and PJM load growth led by data centers. Against those tailwinds the company is executing a highwire manufacturing ramp and capital structure transition from severe negative gross margins toward positive contribution margin in Q4"
[X Link](https://x.com/TheValueist/status/1977173894294315306) [@TheValueist](/creator/x/TheValueist) 2025-10-12T00:46Z 2764 followers, 22.7K engagements
"Super impressive they are LLMs effectively in the design process of their new chips. $AVGO $NVDA $TSM $ASML"
[X Link](https://x.com/TheValueist/status/1977885055998480417) [@TheValueist](/creator/x/TheValueist) 2025-10-13T23:51Z 2686 followers, XXX engagements
"$2317 (Bloomberg) -- Hon Hai shares rise as much as XXX% after Goldman boosted its target price on the stock by XX% as it turns more bullish on growing AI server revenues and the emerging trend of foldable phones. Hon Hais product mix toward AI servers that enjoys higher prices will benefit companys operating margin analysts including Xuan Zhang write in note Introduction of foldable iPhones next year should also support stock re-rating as the models should have a higher average selling price Raises target price to NT$400 maintains buy"
[X Link](https://x.com/TheValueist/status/1978638324022821010) [@TheValueist](/creator/x/TheValueist) 2025-10-16T01:45Z 2769 followers, XXX engagements
"$CIEN Ciena is executing on a stepchange in demand tied directly to AI networking with the financial profile materially inflecting while industry structure has improved. In fiscal Q3 2025 revenue rose to $1.22B with adjusted EPS of $XXXX and gross margin of XXXX% and management guided Q4 revenue to $1.24B$1.32B and gross margin to 42%43%. They also preannounced FY26 growth of XX% gross margin of XX% X pt flat FY26 OpEx at $1.5B and an operating margin target pulled forward by X year to 15%16% in FY26. Orders again exceeded revenue and hit a quarterly record with backlog visibility now into"
[X Link](https://x.com/TheValueist/status/1971673580954952049) [@TheValueist](/creator/x/TheValueist) 2025-09-26T20:29Z 2685 followers, XXX engagements
"I am going to share this one more time given all the news around domestic battery supply and China. $TSLA battery business is on fire and Wall Street still doesn't recognize how big it has gotten and how fast it is growing. Having their own lithium refining operation is a critical asset in the future"
[X Link](https://x.com/TheValueist/status/1977745467006980331) [@TheValueist](/creator/x/TheValueist) 2025-10-13T14:37Z 2662 followers, 1386 engagements
"$WULF TeraWulfs October 8K confirms that its wholly owned indirect subsidiary WULF Compute LLC has priced $XXX billion of XXXXX% senior secured notes due 2030 at an issue price of XXX% with settlement targeted for 10232025 via a Rule 144A private offering to QIBs. Morgan Stanley is sole bookrunner. The security package is unusually robust for a corporate 144A: firstpriority liens on substantially all assets of WULF Compute and its guarantor subs (La Lupa Data LLC Akela Data Holdings LLC and Akela Data LLC) a pledge of all equity in WULF Compute held by its direct parent a perfected interest"
[X Link](https://x.com/TheValueist/status/1978959404176130310) [@TheValueist](/creator/x/TheValueist) 2025-10-16T23:01Z 2769 followers, 1862 engagements
"Grid buildout names. --------------- Transmission EPC & field services Quanta Services (PWR) MYR Group (MYRG) MasTec (MTZ) Highvoltage equipment & HVDC GE Vernova Grid Solutions/HVDC (GEV) Grid components substations & protection Hubbell (HUBB) Eaton (ETN) nVent (NVT) Powell Industries (POWL) Structures towers & poles Valmont (VMI) Arcosa (ACA) Smart grid & metering Itron (ITRI) Regulated utilities positioned for wires capex growth Duke Energy (DUK) American Electric Power (AEP) Dominion Energy (D) Southern Company (SO) Exelon (EXC)"
[X Link](https://x.com/TheValueist/status/1975574067945058744) [@TheValueist](/creator/x/TheValueist) 2025-10-07T14:48Z 2757 followers, 1839 engagements
"$BETA Beta Technologies S1 sets out a vertically integrated dualplatform strategy to commercialize electric aviation via a piloted conventional takeoff and landing aircraft first (ALIA CTOL CX300) followed by a piloted eVTOL (ALIA VTOL A250) with inhouse batteries motors flight controls and a buildout of highpower charging infrastructure. The companys core investment proposition is that nearterm certification and unit sales of the CTOL under FAA Part XX can derisk the path to eVTOL commercialization monetize a growing civil and defense backlog and seed a recurring aftermarket for batteries"
[X Link](https://x.com/TheValueist/status/1975006617591579125) [@TheValueist](/creator/x/TheValueist) 2025-10-06T01:14Z 2765 followers, XXX engagements
"Big order volume. Friends at OCP was there an announcement around $HUT"
[X Link](https://x.com/TheValueist/status/1978172316665221433) [@TheValueist](/creator/x/TheValueist) 2025-10-14T18:53Z 2755 followers, XXX engagements
"Low or zero dividends in many tech stocks materially reduce early assignment risk on the short call leg of a LEAPS call spread because the dominant catalyst for rational early exercise of American calls is the exdividend date. The call holder contemplating early exercise trades away remaining extrinsic value in exchange for receiving the dividend and starting the clock on stock ownership earlier. The canonical threshold used by market makers is simple: on the business day before an exdividend date early exercise becomes economically rational only if the cash dividend exceeds the calls"
[X Link](https://x.com/TheValueist/status/1978581848352608291) [@TheValueist](/creator/x/TheValueist) 2025-10-15T22:00Z 2741 followers, XXX engagements
"$MU $SNDK $PSTG $RMBS"
[X Link](https://x.com/TheValueist/status/1978873136864203118) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:18Z 2769 followers, 1842 engagements
"$METC Comprehensive Analysis: Ramaco Resources Rare Earth Elements & Critical Minerals Operations From Q2 2025 Earnings Call (August X 2025) Executive Summary of REE/Critical Minerals Business Ramaco Resources has activated the Brook Mine in Sheridan Wyoming - Americas first new rare earth mine in over XX years. The project represents a transformative pivot for the company creating what management describes as the only U.S. dual-platform company operating in both metallurgical coal and rare earth/critical minerals. The mine contains XXX million tons of total rare earth oxides (TREO) on"
[X Link](https://x.com/TheValueist/status/1977366468376358955) [@TheValueist](/creator/x/TheValueist) 2025-10-12T13:31Z 2751 followers, 1053 engagements
"$AMKR Amkors premarket move reflects the market assigning higher probability that U.S. endtoend logic supply chains for Apple silicon will actually run through Amkor with Tim Cook explicitly naming GlobalWafers in Texas for wafers TSMC for frontend fab and Amkor in Arizona for packaging; that explicit onair validation matters because it collapses uncertainty around which OSAT will anchor the U.S. backend and signals Apples intent to localize at least a portion of advanced assembly and test not just wafers which historically remained Asiacentric. Apple had already said in 2023 it would be the"
[X Link](https://x.com/TheValueist/status/1967948855548284959) [@TheValueist](/creator/x/TheValueist) 2025-09-16T13:49Z 2767 followers, XXX engagements
"$TSM TSMC Q3 2025 Earnings Call: Comprehensive Analysis of AI Data Centers and Related Technologies Executive Summary of AI-Related Disclosures TSMCs Q3 2025 earnings call revealed unprecedented demand dynamics in the AI semiconductor market with management characterizing the situation as insane and more stronger than we thought three months ago. The company is experiencing direct demand signals from hyperscalers (customers customers) and witnessing exponential token growth that management believes increases almost every three months. This analysis captures every AI-related disclosure from"
[X Link](https://x.com/TheValueist/status/1978771661924028717) [@TheValueist](/creator/x/TheValueist) 2025-10-16T10:35Z 2769 followers, 2049 engagements
"@MacroPupster I agree absolutely on the $BTU thermal side. Wright/DOE said they will not be retiring any additional coal-fired generation and the industry gets Trump fiscal policy support. I like $CNR as well"
[X Link](https://x.com/TheValueist/status/1976247267100336562) [@TheValueist](/creator/x/TheValueist) 2025-10-09T11:24Z 2667 followers, XXX engagements
"Memory tracker. $MU $SNDK $PSTG $RMBS"
[X Link](https://x.com/TheValueist/status/1975984574770639195) [@TheValueist](/creator/x/TheValueist) 2025-10-08T18:00Z 2668 followers, 10.5K engagements
"$VRT $NVDA Vertivs announcement is strategically important because it moves the company from marketing alignment to engineering readiness on an XXX VDC power platform that is explicitly timed to the 2027 deployment window for NVIDIAs Rubin Ultra-era AI factories with first commercial availability planned for 2H26. The shift to XXX VDC is not a cosmetic refresh of todays XX VDC rack power; it is a system-level redesign intended to support XXX kW to X MW per rack and multihundredmegawatt campuses while cutting conversion steps and conductor mass. NVIDIA has spent the past year socializing this"
[X Link](https://x.com/TheValueist/status/1977814663275454790) [@TheValueist](/creator/x/TheValueist) 2025-10-13T19:12Z 2710 followers, XXX engagements
"$META $OWL Meta and Blue Owl are finalizing a roughly $XX billion offbalance sheet financing for Metas Hyperion AI data center campus in Richland Parish Louisiana via a purposebuilt SPV that is issuing $XXXX billion of fully amortizing senior secured notes due 2049 and supported by about $XXX billion of equity. The joint venture will split project ownership with Meta retaining XX% and Blue Owl and coinvestors holding the remainder. Morgan Stanley structured and solebookran the transaction; PIMCO is anchoring the debt. The debt is being sold in a Rule 144A offering and per the rating presale"
[X Link](https://x.com/TheValueist/status/1979177867616436448) [@TheValueist](/creator/x/TheValueist) 2025-10-17T13:29Z 2769 followers, XXX engagements
"Jefferies taking px targets on the coal sector. $BTU $CNR $AMR $HCC"
[X Link](https://x.com/TheValueist/status/1974945792562749468) [@TheValueist](/creator/x/TheValueist) 2025-10-05T21:12Z 2673 followers, 4353 engagements
"$IREN Limited announced its intention to offer subject to market and other conditions $875M aggregate principal amount of convertible senior notes due 2031 in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933 as amended"
[X Link](https://x.com/TheValueist/status/1975655516773748902) [@TheValueist](/creator/x/TheValueist) 2025-10-07T20:12Z 2759 followers, 1705 engagements
"RARE EARTH / STRATEGIC METALS METC Ramaco Resources Inc: U.S. met coal producer developing rare earths at the Brook Mine in Wyoming. UAMY United States Antimony Corp: Producer of antimony/zeolite with U.S.Mexico operations serving defense and industry. USAR USA Rare Earth Inc: Developer of the Round Top heavy rare earths project and domestic magnet manufacturing. NB NioCorp Developments Ltd: Advancing the Elk Creek niobiumscandiumtitanium project in Nebraska. CRML Critical Metals Corp: Holding company for the Wolfsberg hardrock lithium project in Austria. MP MP Materials Corp: Operates the"
[X Link](https://x.com/TheValueist/status/1976691559820116233) [@TheValueist](/creator/x/TheValueist) 2025-10-10T16:49Z 2722 followers, 3002 engagements
"$ANET all-time high today +8.5%"
[X Link](https://x.com/TheValueist/status/1975980408996233493) [@TheValueist](/creator/x/TheValueist) 2025-10-08T17:43Z 2763 followers, 1107 engagements
"Nice call on $ENS"
[X Link](https://x.com/TheValueist/status/1977847053540577459) [@TheValueist](/creator/x/TheValueist) 2025-10-13T21:20Z 2764 followers, XXX engagements
"$IREN Limited announced the pricing of its private offering of $XXX million aggregate principal amount of XXXX% convertible senior notes due 2031. Key Highlights of the Offering: Offering Size: $XXX million of convertible senior notes due 2031 Coupon: XXXX% Conversion Premium: XXXX% above the reference price Capped Call Transactions: Designed to hedge potential dilution upon conversion. The capped call provides effective conversion protection up to an initial cap price of $XXXXXX per share representing a XXX% premium to the reference price. Settlement Date: The offering is expected to close"
[X Link](https://x.com/TheValueist/status/1976250398399742008) [@TheValueist](/creator/x/TheValueist) 2025-10-09T11:36Z 2759 followers, 1920 engagements
"@entourage_1998 $FFIV"
[X Link](https://x.com/TheValueist/status/1978851419646984255) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:51Z 2769 followers, XXX engagements
"One reason I like $AMKR here is that it is the only pure-play US-based OSAT. They are building a new advanced packaging and test facility next to the TSMC fab in Arizona with production scheduled to begin in H1-2028. ------------- Taiwan ASE Technology Holding Co. Ltd. (TWSE:3711; NYSE:ASX) Powertech Technology Inc. (TWSE:6239) ChipMOS Technologies Inc. (TWSE:8150; NASDAQ:IMOS) King Yuan Electronics Co. Ltd. (TWSE:2449) Chipbond Technology Corp. (TPEx:6147.TWO) Sigurd Microelectronics Corp. (TWSE:6257) Ardentec Corp. (TPEx:3260.TWO) Greatek Electronics Inc. (TWSE:6261) Lingsen Precision"
[X Link](https://x.com/TheValueist/status/1969018676738183595) [@TheValueist](/creator/x/TheValueist) 2025-09-19T12:40Z 2730 followers, 2468 engagements
"$BLK $NVDA $MSFT (Bloomberg) -- Investors led by BlackRock Inc.s Global Infrastructure Partners agreed to buy Aligned Data Centers in a deal that values the company at $XX billion including debt. MGX an AI investment company established by sovereign wealth fund Mubadala Investment Co. will invest alongside GIP according to a statement Wednesday that confirmed an earlier Bloomberg News report. The buyers are purchasing the company from Macquarie Asset Management which made its first investment in Aligned in April 2018. GIP and its partners which also include Microsoft Corp. and Nvidia Corp."
[X Link](https://x.com/TheValueist/status/1978429948583895361) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:57Z 2766 followers, 1929 engagements
"Highly recommend watching this in its entirety. If you have any doubts about what is coming for the GAI infrastructure build-out this will clear it up. It is excellent to hear Hock's new perspective as opposed to Jensen and Lisa's which we hear all the time. $AVGO $NVDA $AMD $ANET ---------------- Headline takeaways for the committee: OpenAI has formalized a multiyear partnership with Broadcom to codevelop and deploy XX GW of OpenAIdesigned accelerators and full racks underpinned by Broadcoms networking (Ethernet PCIe optics). Initial silicon and systems begin rolling out in 2H26 with the"
[X Link](https://x.com/TheValueist/status/1977804204174352721) [@TheValueist](/creator/x/TheValueist) 2025-10-13T18:30Z 2768 followers, 2058 engagements
"$POWI $NVDA Power Integrations (POWI) outlined the benefits of its PowiGaN gallium-nitride technology for XXX VDC power architectures in a new white paper published at the 2025 OCP Global Summit in San Jose where Nvidia (NVDA) provided an update on the XXX VDC architecture. Power Integrations is collaborating with Nvidia to accelerate the transition to XXX VDC power and megawatt-scale racks the company stated. "With rising AI power demands moving to an XXX VDC input simplifies rack design makes more efficient use of space and reduces copper usage. With rising rack power demands we see 1250 V"
[X Link](https://x.com/TheValueist/status/1977763343839469930) [@TheValueist](/creator/x/TheValueist) 2025-10-13T15:48Z 2766 followers, 2954 engagements
"$FFIV Market Chatter: F5 Allegedly Hacked by China-Linked Group (MT Newswires) F5's (FFIV) systems were allegedly breached by state-backed hackers from China Bloomberg reported Thursday citing people familiar with the matter. The cybersecurity firm reported the breach Wednesday in a filing with the US Securities and Exchange Commission alleging that a nation-state threat actor had penetrated its network and stolen files including parts of the source code of the BIG-IP platform. F5 and China's embassy in Washington did not immediately reply to MT Newswires' requests for comment. (Market"
[X Link](https://x.com/TheValueist/status/1978825613705109652) [@TheValueist](/creator/x/TheValueist) 2025-10-16T14:09Z 2769 followers, 1221 engagements
"Another all-time high from $GLW. Trading very well"
[X Link](https://x.com/TheValueist/status/1975963657348710487) [@TheValueist](/creator/x/TheValueist) 2025-10-08T16:37Z 2761 followers, 1372 engagements
"$METC Executive summary. Ramaco Resources (ticker: METC) is led by a capital-markets oriented founderoperator with a deep bench of coal operators and commercial talent augmented recently by policy and critical-minerals expertise. On balance I rate the senior team above average for value creation potential in a cyclical commodity business roughly 7.58.0/10. Green flags include high insider ownership with the CEO at XXX% a compensation program that mixes 3-year relative TSR PSUs with EBITDA/cost/safety/ environmental cash metrics proven cost-down execution in 20242025 and a CFO who has"
[X Link](https://x.com/TheValueist/status/1978155652997644353) [@TheValueist](/creator/x/TheValueist) 2025-10-14T17:47Z 2759 followers, 1722 engagements
"$CEG back to putting up 52w highs"
[X Link](https://x.com/TheValueist/status/1978141334645948787) [@TheValueist](/creator/x/TheValueist) 2025-10-14T16:50Z 2710 followers, XXX engagements
"$ORCL Oracles message in Las Vegas is straightforward: for very large AI infrastructure programs management believes the unit-level economics can support 3040% adjusted gross margins and it illustrated this with a stylized 6year $60B revenue example that yields XX% gross margin and $21B cumulative gross profit on $39B costs split roughly $25B for compute/network/storage and $14B for land/data center/power. The same deck implied annual runrate costs near $6.4B in steady state. That disclosure is directionally consistent with the days coverage and with the slide images you provided and it is"
[X Link](https://x.com/TheValueist/status/1978912304713347431) [@TheValueist](/creator/x/TheValueist) 2025-10-16T19:53Z 2769 followers, 6399 engagements
"$RGTI post. I suspect this thing keeps going down"
[X Link](https://x.com/TheValueist/status/1978965748329365870) [@TheValueist](/creator/x/TheValueist) 2025-10-16T23:26Z 2769 followers, 1183 engagements
"Longer = more compute $NVDA"
[X Link](https://x.com/TheValueist/status/1978657047877972248) [@TheValueist](/creator/x/TheValueist) 2025-10-16T02:59Z 2748 followers, XXX engagements
"$MU $SNDK ha"
[X Link](https://x.com/TheValueist/status/1978902330025349132) [@TheValueist](/creator/x/TheValueist) 2025-10-16T19:14Z 2769 followers, XXX engagements
"Consider the type of demand $AMKR is experiencing to justify increasing the facility capex to $X billion from $X billion in just six months. It must be off the charts"
[X Link](https://x.com/TheValueist/status/1975562477292429569) [@TheValueist](/creator/x/TheValueist) 2025-10-07T14:02Z 2675 followers, 1107 engagements
"This was not a calm after the storm day; it was another highdispersion flowdominated session with a different leader board. The hard prints he cites line up to a continued anticrowding regime even as the style mix pivoted toward value and cyclicals. GS HF Index was -XXXX% on the day and is now -XX% MTD which means the representative hedgefund long book remains the funding source. At the same time cheap names were +1.65% on the day (still roughly -XXXX% MTD) low quality was +1.55% on the day and sits at an extraordinary +11.00% MTD AI semis were -XXXX% airlines were +4.00% and the crowdedlongs"
[X Link](https://x.com/TheValueist/status/1978209682037813715) [@TheValueist](/creator/x/TheValueist) 2025-10-14T21:21Z 2709 followers, 6289 engagements
"$FFIV F5 has disclosed in an 8K that a highly sophisticated nationstate actor maintained longterm persistent access to parts of its environment with initial discovery on 8/9 and public disclosure on 10/15 following a Department of Justice authorization to delay under the SECs Item 1.05(c). The actor accessed the BIGIP development and engineering knowledge platforms and exfiltrated files including portions of BIGIP source code and information about undisclosed vulnerabilities. U.S. cyber authorities characterized the risk as an imminent threat and the press reporting indicates the intruders"
[X Link](https://x.com/TheValueist/status/1978838707278135656) [@TheValueist](/creator/x/TheValueist) 2025-10-16T15:01Z 2769 followers, XXX engagements
"Heres my rare earth tracker. I only recently started looking at these so I am probably missing some. $METC looked interesting on a first cut"
[X Link](https://x.com/TheValueist/status/1974248373281497504) [@TheValueist](/creator/x/TheValueist) 2025-10-03T23:01Z 2698 followers, 4966 engagements
"$AMD $NVDA (Wall Street Journal) -- Robbie Whelan and Berber Jin OpenAI and chip-designer Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors one of the most direct challenges yet to industry leader Nvidia. Under the terms of the deal OpenAI committed to purchasing X gigawatts worth of AMD's chips starting with the MI450 chip next year. The ChatGPT maker will buy the chips either directly or through its cloud computing partners. AMD chief Lisa Su said in an interview Sunday that the deal will result in tens of"
[X Link](https://x.com/TheValueist/status/1975153201478287400) [@TheValueist](/creator/x/TheValueist) 2025-10-06T10:56Z 2708 followers, 6282 engagements
"$QS $GLW QuantumScapes announcement with Corning matters because it targets the single most consequential manufacturing bottleneck in QuantumScapes architecture: making the thin highquality oxideceramic separator at scale with automotivegrade yield cost and throughput. The release states the parties will jointly develop ceramic separator manufacturing capabilities aimed at highvolume production for commercial applications without disclosing terms capacity geography or exclusivity. In isolation the language is high level; in context it slots into a clearly evolving capitallight partnerheavy"
[X Link](https://x.com/TheValueist/status/1972993883744199143) [@TheValueist](/creator/x/TheValueist) 2025-09-30T11:56Z 2689 followers, 1364 engagements
"Networking very strong today. I take there are some major announcements coming out of OCP. Unfortunately Im not there. $ANET $COHR $CIEN $CLS"
[X Link](https://x.com/TheValueist/status/1978868543417409812) [@TheValueist](/creator/x/TheValueist) 2025-10-16T17:00Z 2769 followers, 3690 engagements
"$UUUU Energy Fuels is no longer a uranium optionality story; it is an emerging U.S. criticalminerals platform with three monetizable pillars tied together by a unique processing hub: lowcost conventional uranium centered on Pinyon Plain commercialspec light REE separation already validated into magnets and shovelready heavy mineral sands to supply both titanium/zircon and monazite feed. The Q22025 call and the consensus you attached lay out a visible earnings inflection beginning in late2025 as Pinyon Plain ore is processed with a second leg in 20262027 as REE separation scales and"
[X Link](https://x.com/TheValueist/status/1978135883011236140) [@TheValueist](/creator/x/TheValueist) 2025-10-14T16:28Z 2769 followers, 4946 engagements
"The new Chinese battery export restrictions are another arrow in the quiver for King Coal. $BTU $CNR $ARLP $METC Second Beijing just added a policy lever to exploit that position. Starting 1108 exports of large lithiumion batteries used for grid storage cathode and anode materials and key manufacturing equipment require casebycase licenses from the Ministry of Commerce. That framework lets China dial supply up or down by counterparty and product rapidly changing availability and price outside China without any formal quota. The covered list explicitly reaches into the midstream and into"
[X Link](https://x.com/TheValueist/status/1977126931012501954) [@TheValueist](/creator/x/TheValueist) 2025-10-11T21:39Z 2764 followers, 1682 engagements
"$NVDA Two headlines are pointing to the same fundamental dynamic: advanced IC package substrates (primarily ABF buildup substrates) are a binding input for AI accelerators and CPUs in generativeAI servers and Nvidias key supplier Ibiden is adding capacity. Ibidens latest investor materials and Q&A put hard numbers behind this: its electronics segment (which houses IC package substrates) guides net sales up to 240.0b in FY2025 from 197.2b in FY2024 (+22%) driven by AIserver substrates with the new Ono plant beginning supply in FY2025 and a visible plan to more than double SAP processing load"
[X Link](https://x.com/TheValueist/status/1969863766755197248) [@TheValueist](/creator/x/TheValueist) 2025-09-21T20:38Z 2726 followers, 1053 engagements
"$EOSE Stifel raised the firm's price target on Eos Energy to $XX from $XX and keeps a Buy rating on the shares. Eos shares have trended sharply higher over the past several weeks which the firm sees as likely due to both expected progress at its Turtle Creek manufacturing facility and market enthusiasm around power generation demand and storage needs for AI/data centers. While the firm expects Q3 results "to be a nonevent" it is increasingly confident in Eos' progress the analyst tells investors"
[X Link](https://x.com/TheValueist/status/1978419291440418886) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:14Z 2755 followers, 2800 engagements
"Super impressive they are using LLMs effectively in the design process of their new chips. $AVGO $NVDA $TSM $ASML"
[X Link](https://x.com/TheValueist/status/1977889661109334331) [@TheValueist](/creator/x/TheValueist) 2025-10-14T00:10Z 2686 followers, 1243 engagements
"$VST TD launches utilities sector with Vistra PG&E top picks TD Cowen analyst Shelby Tucker initiated coverage of the U.S. power and utilities sector with Vistra (VST) and PG&E (PCG) named top picks. Accelerated demand for electricity from data centers and the need to upgrade utility assets create a "once in a generation opportunity" for electric utilities the analyst tells investors in a research note. TD expects power prices to remain elevated in deregulated markets. The firm says this level of demand for electricity in the U.S. has not been seen since the end of World War II which should"
[X Link](https://x.com/TheValueist/status/1978811437054411101) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:13Z 2769 followers, 1372 engagements
"***UPDATED*** SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems Nexus/Silicon One systems (CSCO) NVIDIA Spectrum Ethernet & Quantum InfiniBand (NVDA) Hewlett Packard Enterprise incl. Juniper Networks (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia incl. Infinera (NOK) Ciena (CIEN) ADTRAN (ADTN) Ribbon Communications (RBBN) Huawei (Private) ZTE Edgecore Networks / Accton Quanta Cloud Technology / Quanta Computer UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON SWITCH ASICs Broadcom Tomahawk / Trident / Jericho (AVGO) Marvell Teralynx (MRVL) NVIDIA"
[X Link](https://x.com/TheValueist/status/1963979547017101651) [@TheValueist](/creator/x/TheValueist) 2025-09-05T14:56Z 2709 followers, 2729 engagements
"$DGXX Digi Power X (ticker: DGXX) is the former Digihost Technology rebranding into an energybacked digital infrastructure platform that still operates legacy Bitcoin mining and power sales while pivoting hard into Tier X modular AI data centers. The company runs X operating sites totaling roughly XXX MW of developed electrical infrastructure: a combinedcycle XX MW behindthegrid plant in North Tonawanda NY an XXXX MW gridfed site in Buffalo NY and a XX MW utilityfed site in Alabama plus a North Carolina property with potential for 200+ MW. The corporate site also highlights multiple revenue"
[X Link](https://x.com/TheValueist/status/1978588204551798800) [@TheValueist](/creator/x/TheValueist) 2025-10-15T22:26Z 2769 followers, 3564 engagements
"Key networking names had a solid day. Overextended Maybe and well find out in 2026. $ANET $COHR $CIEN $CLS"
[X Link](https://x.com/TheValueist/status/1976399524068458781) [@TheValueist](/creator/x/TheValueist) 2025-10-09T21:29Z 2678 followers, XXX engagements
"Nice day for the merchant power names. $CEG $VST $TLN $NRG"
[X Link](https://x.com/TheValueist/status/1976374020426891647) [@TheValueist](/creator/x/TheValueist) 2025-10-09T19:47Z 2689 followers, XXX engagements
". @leopoldasch made an incrediblly excellent call on $INTC . I was doubtful and short at various times thankfully not recently. Hopefully he will release a paper at some point explaining his rationale outside of what is alreday in the news"
[X Link](https://x.com/TheValueist/status/1979192361050673315) [@TheValueist](/creator/x/TheValueist) 2025-10-17T14:26Z 2769 followers, 1086 engagements
"$TSM (Bloomberg) -- Global investors are ramping up bets on Taiwan Semiconductor Manufacturing Co. ahead of its earnings confident that the worlds leading chip foundry will remain one of the biggest winners from the AI spending boom. Its American depositary receipts are trading at the highest premium to its Taipei shares since 2002 on a 50-day moving average basis. Thats driven by growing awareness among investors around the world of the companys role as the main outsourced supplier of chips for Nvidia Corp. and many others. The ADRs have surged XX% this year outpacing the XX% gain in the"
[X Link](https://x.com/TheValueist/status/1978645778609397816) [@TheValueist](/creator/x/TheValueist) 2025-10-16T02:14Z 2751 followers, 1168 engagements
"$AMD $NVDA $CEG $VST"
[X Link](https://x.com/TheValueist/status/1979142633881481423) [@TheValueist](/creator/x/TheValueist) 2025-10-17T11:09Z 2769 followers, XXX engagements
"Power generation & storage technology SMNEY Siemens Energy AG (ADR): Gas/steam turbines grid equipment and wind (Siemens Gamesa); services-heavy energy OEM. GEV GE Vernova Inc: Gas/steam power on/offshore wind and grid solutions businesses spun from GE. CMI Cummins Inc: Engines and gensets plus electrolyzers and fuelcell systems for lowcarbon power. BE Bloom Energy Corp: Solidoxide fuelcell power systems and electrolyzers for distributed generation. EOSE Eos Energy Enterprises: Zincbased stationary batteries aimed at longduration grid storage. FLNC Fluence Energy Inc: Utilityscale battery"
[X Link](https://x.com/TheValueist/status/1976419863502447050) [@TheValueist](/creator/x/TheValueist) 2025-10-09T22:49Z 2759 followers, 3057 engagements
"$BE Bloom Energy is emerging as the pureplay SOFC beneficiary of the AI power supercycle but the stock now embeds aggressive utilization and capacity expansion assumptions that heighten execution risk and compress the margin of safety. The nearterm setup is defined by X linked developments: an AIdriven demand shock that is outpacing grid buildouts; Blooms differentiated ability to deliver islanded loadfollowing behindthemeter power on 90day cycles with no battery bridge; and rapidly professionalizing routes to market via utilities and hyperscalers that derisk sales cycles. The Brookfield"
[X Link](https://x.com/TheValueist/status/1977727510533054864) [@TheValueist](/creator/x/TheValueist) 2025-10-13T13:25Z 2673 followers, XXX engagements
"$AUR Executive management summary and investment implications. Aurora Innovations senior leadership is generally high quality with a distinctive mix of deep autonomous-systems pedigrees and practical capital-allocation discipline. The CEO Chris Urmson remains the intellectual and cultural anchor with substantial voting control and in 2025 the company crossed a credibility threshold by initiating paid driverless commercial trucking operations in Texas. Compensation is structurally conservative at the topparticularly for the CEOwhile second-line operators carry more of the equity incentives."
[X Link](https://x.com/TheValueist/status/1978426905469538384) [@TheValueist](/creator/x/TheValueist) 2025-10-15T11:45Z 2751 followers, XXX engagements
"*NVIDIA: META & ORACLE TO USE SPECTRUM-X ETHERNET SWITCHES $NVDA $ORCL $META $ANET ------------------------ As the racks become more complicated and computationally powerful more customers will default to NVDA Spectrum-X for networking. There is no reason to take on an integration risk when you know NVDA sells a fully compatible and performant end-to-end solution. I have shared a lot about GAI networking over these past few months - you can search my account for more information"
[X Link](https://x.com/TheValueist/status/1977760917703331873) [@TheValueist](/creator/x/TheValueist) 2025-10-13T15:38Z 2681 followers, XXX engagements
"$BWXT BWX Technologies role in the Janus program is best understood as a multitrack participation opportunity spanning reactor supply fuel manufacture and enabling domestic enrichment manufacturing with nearterm delivery credibility anchored by its execution on DoDs Project Pele and longerdated upside tied to its BANR microreactor under DOEs ARDP. Janus itself is structured to deploy commercially ownedandoperated microreactors on Army installations via milestonebased contracting run with DIU while separately directing the Army to commence operation of an Armyregulated reactor by 9/30/2028;"
[X Link](https://x.com/TheValueist/status/1978415244268486897) [@TheValueist](/creator/x/TheValueist) 2025-10-15T10:58Z 2716 followers, XXX engagements
"$MU $SNDK $PSTG $RMBS Metas OCP deck and blog make X points that matter for capital allocation. First Meta is formalizing a new middle tier built on very highcapacity QLC SSDs to sit between TLC SSD tiers and cold HDDs targeting readbandwidthdominant workloads that need roughly 1020 MB/s/TB and tolerate lower write rates. Meta says 2Tb QLC dies and 32die stacks are mainstreaming enabling rapid density scaling and meaningful $/TB and W/TB gains; the bytedensity target for its QLC servers is 6x its densest TLC server today. Second the initial platform is a 20U 24slot ORv3 48V rack server with"
[X Link](https://x.com/TheValueist/status/1978883891944358261) [@TheValueist](/creator/x/TheValueist) 2025-10-16T18:01Z 2769 followers, 2159 engagements
"$MU $SNDK $PSTG $RMBS Here is a concise but deep primer on how modern 3D NAND is manufactured followed by a comprehensive ownerbyowner map of the worlds active NAND wafer fabs suitable for enterprise and hyperscale SSD supply. Citations are embedded where facts matter most. NAND manufacturing process endtoend 3D NAND is built on XXX mm silicon wafers and uses vertical stacking to scale density rather than shrinking XY dimensions the way logic and DRAM do. Most vendors employ a chargetrap cell formed within a cylindrical string that passes through hundreds of stacked dielectric layers; the"
[X Link](https://x.com/TheValueist/status/1975996405433987559) [@TheValueist](/creator/x/TheValueist) 2025-10-08T18:47Z 2763 followers, 10.5K engagements
"Todays tape finally delivered a clean sign flip in the factor regime with flows decisively punishing the prior leaders and rewarding the representative hedgefund long book. The GS HF Index rallied +3.75% while the Most Shorted cohort fell -XXXX% the highrealizedvolatility sleeve dropped -XXXX% and Retail Jump Risk was -3.30%. Size outperformed (+1.50%) and within tech the capextied complex held up (AI semis +0.35% semicaps +0.55% tech hardware +2.21%) while the longduration cashburn segment was hit hard (unprofitable tech -7.38%). That is the mirror image of the past X weeks squeeze dynamics"
[X Link](https://x.com/TheValueist/status/1978928641049313486) [@TheValueist](/creator/x/TheValueist) 2025-10-16T20:58Z 2769 followers, 8024 engagements
"$CRDO Credo Technology Q1 FY2026: Comprehensive AI & Data Center Infrastructure Analysis Executive Summary Credo Technology's Q1 FY2026 earnings call reveals the company as a critical enabler of the AI infrastructure revolution with multiple references to AI-driven demand GPU connectivity data center expansion and hyperscaler investments. While Nvidia was mentioned directly multiple times Credo connects to "many GPUs including the big guy in the market" providing essential connectivity solutions for AI clusters ranging from 10000 to X million GPUs. AI Infrastructure - Core Growth Driver"
[X Link](https://x.com/TheValueist/status/1973439434260406510) [@TheValueist](/creator/x/TheValueist) 2025-10-01T17:26Z 2748 followers, 1037 engagements
"$GEV US Target Px increased to XXX USD (Previous Px XXX USD) by Morgan Stanley"
[X Link](https://x.com/TheValueist/status/1978813124930044406) [@TheValueist](/creator/x/TheValueist) 2025-10-16T13:19Z 2767 followers, XXX engagements
"Here's the answer $HUT"
[X Link](https://x.com/TheValueist/status/1978175054304194728) [@TheValueist](/creator/x/TheValueist) 2025-10-14T19:04Z 2755 followers, 1230 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TheValueist TheValueist
TheValueist posts on X about $nvda, $metc, $btu, $sndk the most. They currently have XXXXX followers and 1133 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +42%
- X Month XXXXXXX +232%
- X Months XXXXXXXXX +282%
Mentions: XXX #
- X Week XXX +15%
- X Month XXX +46%
- X Months XXXXX +63%
Followers: XXXXX #
- X Week XXXXX +9.90%
- X Month XXXXX +29%
- X Months XXXXX +400%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5335 finance XXXX% technology brands XXXX% cryptocurrencies #4389 countries XXXX% currencies XXXX% travel destinations XXXX% automotive brands XXXX% fashion brands XXXX% exchanges XXXX%
Social topic influence $nvda #550, $metc #314, $btu #1, $sndk #2, $anet #2, $cnr #1, summary #424, nvda #296, $mu #13, $pstg #1
Top accounts mentioned or mentioned by @yieldsearcher @ajacksonhole @fundamentedge @shanumathew93 @themissinglinks @kevinlmak @wsjcom @grok @macrotaster @hershey14221 @zerosum41 @ericjackson @barronscom @jaredkubin @youtube @entourage1998 @waymo @macropupster @whitehouse @nikkeiasia
Top assets mentioned NVIDIA Corp. (NVDA) Ramaco Resources, Inc. Common Stock (METC) BTU Protocol (BTU) Sandisk Corporation Common Stock (SNDK) Arista Networks Inc (ANET) Cornerstone Building Brands, Inc. (CNR) Micron Technology, Inc. (MU) Pure Storage, Inc. (PSTG) Ciena Corporation (CIEN) Alliance Resource Partners LP (ARLP) Taiwan Semiconductor (TSM) Eos Energy Enterprises, Inc. (EOSE) Broadcom, Inc. (AVGO) Amkor Technology Inc (AMKR) Coherent Inc (COHR) F5 Inc (FFIV) Ethereum Name Service (ENS) Bloom Energy Corporation (BE) Advanced Micro Devices (AMD) Rambus Inc (RMBS) Corning Incorporated (GLW) Artificial Intelligence (AI4) Sei (SEI) Constellation Energy Corp (CEG) Coldstack (CLS) IREN Limited (IREN) Alpha Metallurgical Resources, Inc. (AMR) Morgan Stanley (MS) Power Integrations Inc (POWI) Oracle Corporation (ORCL) Metadium (META) Microsoft Corp. (MSFT) Auroracoin (AUR) Stacks (STX) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Bitcoin (BTC) Warrior Met Coal, Inc. (HCC) Hut X Mining Corp. (HUT) GE Vernova Inc. (GEV) Vistra, Corp. (VST) Dell Technologies, Inc. (DELL) Cisco Systems Inc (CSCO) Extreme Networks (EXTR) Nokia Corporation (NOK) Rigetti Computing, Inc. Common Stock (RGTI) Super Micro Computer, Inc. Common Stock (SMCI) USA Rare Earth, Inc. Class A Common Stock (USAR) Critical Metals Corp. Ordinary Shares (CRML) Intel Corporation (INTC) Oklo Inc. (OKLO) BWX Technologies, Inc. (BWXT) Centrus Energy Corp. (LEU)
Top Social Posts #
Top posts by engagements in the last XX hours
"$SNDK still going +10% today. Some big orders coming in"
X Link @TheValueist 2025-10-15T15:09Z 2769 followers, XXX engagements
"$TSM Comprehensive Summary of Taiwan Semiconductor Manufacturing Co Ltd Q3 2025 Earnings Call Company: Taiwan Semiconductor Manufacturing Co Ltd (TSMC) / 2330 TT Equity Sector/Industry: TMT - Semiconductor Foundry Earnings Period: Q3 2025 Call Date: October XX 2025 Speakers: C.C. Wei Chairman and Chief Executive Officer Wendell Huang Senior Vice President Finance and Chief Financial Officer Jeff Su Director of Investor Relations Analysts: Gokul Hariharan JPMorgan Charlie Chan Morgan Stanley Sunny Lin UBS Bruce Lu Goldman Sachs Laura Chen Citi Krish Sankar TD Cowen Arthur Lai Macquarie Core"
X Link @TheValueist 2025-10-16T10:33Z 2769 followers, 1612 engagements
"Sharing my notes on $PSTG again. Someone will have to manage all this new storage"
X Link @TheValueist 2025-10-01T17:19Z 2712 followers, 2260 engagements
"$ENS Executive summary and rating. EnerSys senior team is in the middle of a deliberate succession and operating-transformation pivot. Shawn OConnell became CEO on 5/23/2025 after XX years in progressively larger P&L roles culminating as President & COO; he inherits a balance sheet with manageable leverage an expanded defense footprint after BrenTronics and a multiyear capital return program. On incentives the company emphasizes atrisk pay a high LTI mix with premiumpriced options and cash bonuses tied primarily to adjusted operating earnings and working capital turns. Governance features are"
X Link @TheValueist 2025-10-14T18:10Z 2769 followers, 1056 engagements
"$EOSE is not a name I would play for quarterly earnings. This is a long-dated buildout of battery/power infrastructure. It will be very lumpy as they build out the company and strike deals. It is extremely difficult or impossible to predict what they will announce in the coming quarters unless you have some inside track on their contracting process. I would take a long-term view and invest consistent that time horizon. If you like the company simply hold and let the story play out"
X Link @TheValueist 2025-10-15T21:29Z 2751 followers, XXX engagements
"$POWI XXX VDC architecture refers to a highvoltage directcurrent powerdistribution scheme that uses an approximately 800volt DC bus as the primary backbone for moving power from the facility front end to the point where electronics actually consume it. In data centers the idea is to convert mediumvoltage utility AC to a highvoltage DC rail near the building entrance or room level distribute that DC at roughly XXX V across the aisle or into each rack on busbars or cables and then perform a single localized conversion on the server or sled to an intermediate 48/54 V bus followed by the usual"
X Link @TheValueist 2025-10-13T16:45Z 2764 followers, 1548 engagements
"This will be a great change. ESPN wasn't doing much to promote F1. (Bloomberg) -- Apple enters a five-year partnership with Formula X to give Apple TV exclusive broadcast rights for races in the US starting next year. Apple TV to deliver coverage of all practice qualifying Sprint sessions and Grands Prix to subscribers Select races and all practice sessions to be available for free throughout the season F1 TV Premium to continue to be available in the US via an Apple TV subscription and will only be free for those who subscribe"
X Link @TheValueist 2025-10-17T13:37Z 2769 followers, XXX engagements
"$GLW (Wall Street Journal) -- The 174-year-old Pyrex maker could become one of the biggest winners from the AI boom By Nicholas G. Miller As the AI boom fuels the meteoric rise of new startups and cutting-edge chip designers 174-year-old glass company Corning is joining in on the fun. The company known for developing Pyrex Gorilla Glass and the encasement for Thomas Edison's incandescent lamp makes glass for cellphones TVs and cars. But now its glass technology developed through decades of investment in research and manufacturing has made it the dominant supplier of fiber optics for data"
X Link @TheValueist 2025-10-05T21:02Z 2762 followers, 2666 engagements
"I don't believe that is correct. $AVGO is the leader in making Ethernet-based networking chips. They are the sole supplier to $ANET . Whatever solution they deliver on the GPU/XPU side will be paired with an Ethernet-based scale-up and scale-out network. $NVDA announced today that they are supplying $META and $ORCL OCI with Spectum-X Ethernet-based networking. There are definitely some still using Infiniband like $MSFT most recent GB300 announcement but the industry as a whole is moving to Ethernet. More to be revealed this week at OCP"
X Link @TheValueist 2025-10-14T00:55Z 2763 followers, XXX engagements
"$AMKR Amkors Oct X announcement materially upsizes the Arizona project from a single $X billion facility to a 2phase campus with total planned investment of $X billion adding a second greenfield building expanding cleanroom to over 750000 square feet and lifting projected jobs to as many as 3000. The company broke ground and guided to complete construction of the first building in mid2027 with production starting in early 2028. The release frames this as the nations first U.S.-based highvolume outsourced advanced packaging campus and explicitly names Apple and Nvidia as key customers to be"
X Link @TheValueist 2025-10-06T21:14Z 2709 followers, 3824 engagements
"$NVDA $MSFT Microsoft Corp & Nvidia Corp: British artificial intelligence group Nscale has signed an expanded agreement with Microsoft to deploy around 200000 Nvidia AI chips across its data centers in Europe and the United States it said. While Nscale did not disclose the financial terms of the agreement the Financial Times based on a comparable contract reported that the deal could bring in up to $XX billion in revenue for the start-up. Nscale will begin supplying Nvidia graphics processing units to Microsoft via its data centers in Texas and Portugal starting next year. The company also"
X Link @TheValueist 2025-10-15T11:53Z 2765 followers, XXX engagements
"$AUR Aurora is at an early commercialization inflection for autonomous trucking: the company launched fully driverless freight service on public highways between Dallas and Houston in late April validated night driving in July and expanded driverless miles from roughly 20000 by quarterend June to more than 50000 by early September while keeping ontime performance near XXX% and a clean Auroraattributed safety record. Night operations more than double potential utilization which goes straight into a better revenue and cost per mile profile for carriers and for Auroras permile model. The company"
X Link @TheValueist 2025-10-15T11:30Z 2769 followers, 5155 engagements
"$SNDK $MU $STX"
X Link @TheValueist 2025-10-13T16:04Z 2681 followers, XXX engagements
"Long-dated call verticals (LEAPS call spreads) let us pre-specify a maximum loss and a capped upside over a XX year horizon while concentrating exposure on the exact slice of the terminal price distribution we want. Structurally a LEAPS bull call spread buys a lower-strike call and sells a higher-strike call with the same expiration; max loss equals net premium and max profit equals strike width minus premium. In equity options these contracts are American-style; index variants such as SPX/NDX are European and cash-settled eliminating early exercise. The construction creates leverage without"
X Link @TheValueist 2025-10-15T21:08Z 2743 followers, 1256 engagements
"$SEI Amanda Brocks appointment as co-CEO at Solaris Energy Infrastructure is a strategically coherent move that increases the probability of successful execution during a scale-up phase that is capital intensive operationally complex and credibility dependent with blue-chip counterparties. The company explicitly framed the hire as adding complementary leadership bandwidth alongside founder Bill Zartler with Brock also joining the board. The timing coincides with a rapid fleet build-out and a step-change in customer mix toward data centers and gas infrastructure where her resumewater and power"
X Link @TheValueist 2025-10-15T23:11Z 2759 followers, XXX engagements
"$PSTG a proxy for those who missed $SNDK $MU $STX"
X Link @TheValueist 2025-10-01T17:11Z 2739 followers, XXX engagements
"It is all about networking going forward and in 2026. It is worth digging into the sector if you haven't already. SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems (CSCO) NVIDIA (NVDA) Hewlett Packard Enterprise incl. Juniper (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia (NOK) Ericsson (ERIC) ADTRAN Holdings (ADTN) Ubiquiti (UI) Accton Technology Edgecore Quanta Computer QCT ZTE Huawei (Private) UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON - SWITCH ASICS Broadcom (AVGO) NVIDIA (NVDA) Marvell Technology (MRVL) Intel (INTC) MERCHANT SILICON -"
X Link @TheValueist 2025-09-05T13:41Z 2709 followers, XXX engagements
"$CEG through $XXX for the first time and at an all-time high. Never forget that $CEG owns XX% of ALL nuclear generating capacity in the US and has stated they have the ability to uprate their existing fleet capacity by 10%. SMRs are fantastic and I hope they succeed however it will be a decade until they are commercially viable and connected to the grid. I still don't believe the market is giving CEG any credit for the Calpine acquisition - it is an absolute home run an will be massively accretive to earnings once digested"
X Link @TheValueist 2025-10-15T14:03Z 2769 followers, 2265 engagements
"Here's my quantum tracker. It might be time to start throwing some darts. The quantum internet stack seems pretty far off into the future. (There are real companies on this list because they have some quantum exposure) $RGTI $IONQ $QUBT"
X Link @TheValueist 2025-10-16T19:34Z 2769 followers, XXX engagements
"$ANET $COHR $CIEN $CLS Tape first. By 1pm the group is bid across the board with breadth concentrated in names leveraged to AI interconnect racks and test; the 1D z-scores are mostly positive signaling a factor tailwind to AI plumbing during the OCP Global Summit news cycle. OCPs 2025 theme is explicitly AI with new crossproject workstreams to standardize rack power cooling and networking building blocks for AI clusters; the foundation also rolled out a new Open Data Center for AI initiative which is catalyzing ecosystem announcements this week. Meta contributed detail on nextgen network"
X Link @TheValueist 2025-10-16T17:28Z 2769 followers, 5182 engagements
"$AAOI The highestprobability strategic buyers for AAOI are Coherent Lumentum and Jabil with a second tier of credible but lowerprobability buyers that includes Molex (Koch Industries) Amphenol and Foxconn Interconnect Technology. Cisco Ciena and Sumitomo Electric are opportunistic possibilities but sit further down the curve. Chinese transceiver vendors would be natural consolidators on product fit but are effectively precluded by U.S. nationalsecurity review. This ranking reflects where AAOIs U.S. laser fab 800G clientside roadmap and hyperscaler exposure provide tangible strategic synergies"
X Link @TheValueist 2025-09-22T19:46Z 2755 followers, XXX engagements
"$SMCI The interview is a revealing window into Super Micro Computers operating system: a founder-driven engineering culture that prizes time-to-market modularity and reliability with a willingness to commit ahead of the demand curve when it believes a technology transition is inevitable. Three themes dominate. First an enduring building block philosophy that lets the company compose bespoke systems rapidly across CPUs GPUs power thermals IO and chassiscutting design cycle time and easing inventory reuse. Second a burnin-andvalidation mindset built since the mid1990s that elevates reliability"
X Link @TheValueist 2025-10-16T22:47Z 2769 followers, 1564 engagements
"$FFIV Market Chatter: F5 Allegedly Hacked by China-Linked Group (MT Newswires) F5's (FFIV) systems were allegedly breached by state-backed hackers from China Bloomberg reported Thursday citing people familiar with the matter. The cybersecurity firm reported the breach Wednesday in a filing with the US Securities and Exchange Commission alleging that a nation-state threat actor had penetrated its network and stolen files including parts of the source code of the BIG-IP platform. F5 and China's embassy in Washington did not immediately reply to MT Newswires' requests for comment. (Market"
X Link @TheValueist 2025-10-16T14:09Z 2769 followers, XXX engagements
"I find it amusing that people are posting about coal stocks in 2025. Im along for the ride. These companies are small enough that they could turn into a meme craze. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-03T21:38Z 2764 followers, 1081 engagements
"$CRWV $NVDA (Wall Street Journal) -- An Nvidia-backed AI startup is planning to build a massive data-center complex with CoreWeave that is capable of generating its own power on a site that is two-thirds the size of Central Park. Poolside is joining with the cloud-infrastructure provider on a plan to build a data center on more than XXX acres of land that sits on a sprawling ranch in West Texas. The site is owned by the Mitchell family which has run oil-and-gas companies for decades in the state and is located in the heart of the fracking boom. Poolside and CoreWeave aim to take advantage of"
X Link @TheValueist 2025-10-15T13:17Z 2768 followers, XXX engagements
"Another 52w high on $CIEN . Definitely getting meaningful attention among GAI networking build-out investors"
X Link @TheValueist 2025-10-08T20:23Z 2665 followers, XXX engagements
"Long clean coal. $BTU $CNR $ARLP $METC An Immense Solar Project Just Got Canceled Under Trump Known as Esmeralda X the project planned in the Nevada desert would have produced enough energy to power nearly two million homes"
X Link @TheValueist 2025-10-10T20:43Z 2757 followers, 3500 engagements
"I love how all the Sora X police videos have $AXON video captioning on them"
X Link @TheValueist 2025-10-03T19:01Z 2664 followers, XXX engagements
"$BTU Peabodys Q2 2025 print confirms a business that is absorbing a cyclical trough in seaborne pricing while leaning into a cyclical upturn in U.S. thermal and derisking its most material strategic variable: the transition toward highermargin metallurgical coal via the Centurion longwall. The reported net loss of $27.6m and adjusted EBITDA of $93.3m reflect softer seaborne realizations and transitory logistics headwinds offset by notable cost discipline with PRB margins expanding and seaborne unit costs tracking below plan. The company raised several 2025 volume and cost targets and pulled"
X Link @TheValueist 2025-09-24T16:47Z 2710 followers, XXX engagements
"$SMCI (Bloomberg) -- Nvidia Corp. share are up XXX% in premarket trading after HSBC upgraded the AI-focused chipmaker to buy from hold. Analyst Frank Lee sees room for significant FY27e earnings upside We expect AI GPU TAM to keep increasing beyond hyperscalers leading to continuous earnings growth referring to the total addressable market for AI-related processing chips Recent Nvidia AI deals imply potential AI GPU revenue opportunity of USD251-400bn just from Stargate and OpenAI XXXX gigawatts commitments which could double our FY27 datacenter revenue forecast of USD351bn PT to $XXX from"
X Link @TheValueist 2025-10-15T12:58Z 2766 followers, XXX engagements
"Rare earth pre. $METC $USAR $CRML $AREC"
X Link @TheValueist 2025-10-09T10:03Z 2700 followers, 1383 engagements
"$AUR $UBER Uber is involved with Aurora on X fronts: strategic owner board-level partner and commercial customer through Uber Freight. The large equity position traces back to Auroras 2021 acquisition of Ubers Advanced Technologies Group (ATG); Uber contributed ATG and received a significant minority stake and an ongoing partnership which is why it still screens as a top holder. At the governance and commercial levels Ubers CEO Dara Khosrowshahi has served on Auroras board and Uber Freight is one of the shippers using Auroras driverless service. Management has emphasized that the core"
X Link @TheValueist 2025-10-15T16:53Z 2751 followers, 1559 engagements
"Unusually large option volume on $ENS today. Let's see if it pushes the stock higher. All-time high as well"
X Link @TheValueist 2025-10-14T16:25Z 2755 followers, XXX engagements
"$IREN $CIFR $RIOT Arete rolled out coverage on the bitcoin miners with Buy ratings on IREN (IREN) Riot Platforms (RIOT) and Cipher Mining (CIFR). The firm put a $XX price target on IREN $XX target on Riot and $XX target on Cipher. Demand from artificial intelligence computing provides long-term opportunities the analyst tells investors in a research note. Arete sees IREN benefitting from self-funding its data center construction and upgrading its bitcoin mining fleet Riot reaching $2.3B of recurring EBITDA by 2031 from two high performance compete data centers on a co-location rental model"
X Link @TheValueist 2025-09-24T12:14Z 2710 followers, 24.4K engagements
"I am seeing significantly more chatter on X on the coal names. People are recognizing the story. Multiple +5% up today. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-07T13:56Z 2764 followers, 1035 engagements
"Great start to the day for coal. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-03T13:44Z 2764 followers, XXX engagements
"Coal names are moving higher again this morning. $BTU $CNR $ARLP $AMR"
X Link @TheValueist 2025-09-25T14:06Z 2764 followers, 1558 engagements
"$AMKR $TSM TSMC Q3 2025 Earnings Call: Comprehensive Analysis of Advanced Packaging and OSAT Partnerships Executive Summary TSMC's Q3 2025 earnings call revealed critical developments in advanced packaging strategy with packaging revenue approaching XX% of total revenue and becoming a cornerstone of the company's Foundry XXX strategy. Most notably management disclosed a strategic partnership with a major OSAT partner (strongly implied to be Amkor based on context) that is building facilities in Arizona ahead of TSMC's own advanced packaging fabs. The discussion revealed severe capacity"
X Link @TheValueist 2025-10-16T13:42Z 2769 followers, XXX engagements
"$TSM (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. analysts are positive on the chipmaker after it reported September sales that are seen as strong. Read more: TSMC Reports Better-Than-Expected Sales on Sustained AI Demand ANALYST COMMENTARY Wedbush (outperform PT to NT$1700 from NT$1300) TSMC appears to be firing on all cylinders with the sales showing continued AI growth better compute demand and expected gains in average selling prices Bernstein (outperform) The sales landed at guidance high end even when FX tailwind is excluded Despite concerns about a bubble in AI we expect TSMC"
X Link @TheValueist 2025-10-09T11:31Z 2689 followers, XXX engagements
"$ARM *OPENAI WORKING WITH ARM ON BROADCOM AI CHIP EFFORT: INFORMATION"
X Link @TheValueist 2025-10-13T22:32Z 2673 followers, XXX engagements
"Id love to see what this report said about coal. $BTU $CNR $ARLP $METC Fossil fuels to dominate global energy use past 2050 McKinsey says"
X Link @TheValueist 2025-10-16T21:31Z 2769 followers, XXX engagements
"Another impact of this new AMD deal will be an increased gravitational pull in GAI data centers towards Ethernet over InfiniBand. Great news for $ANET and a helpful counterbalance for $AVGO. $NVDA Spectrum-X will be very competitive. --------------------- For ANET the OpenAIAMD agreement is a net positive catalyst because it explicitly tilts a large portion of OpenAIs incremental capacity toward Ethernet-centric AI back-end networks where Arista is structurally advantaged. AMDs MI300/MI450 cluster blueprint calls for back-end fabrics that use primarily Ethernet-based NICs and switches with"
X Link @TheValueist 2025-10-06T15:50Z 2755 followers, 1297 engagements
"ELECTRIC VEHICLES & INTEGRATED ENERGY Tesla (TSLA) Builds electric vehicles and also sells energy generation and storage products (e.g. Powerwall Megapack) to accelerate the transition to sustainable energy. GRIDSCALE ENERGY STORAGE SYSTEM INTEGRATORS & SOFTWARE Fluence Energy (FLNC) Global provider of utilityscale battery storage systems and services plus cloud software (e.g. Mosaic Nispera) that optimizes renewables and storage assets. (Fluence) Energy Vault Holdings (NRGV) Develops and integrates energy storage solutions spanning short to ultralongduration including gravitybased systems"
X Link @TheValueist 2025-10-11T21:16Z 2708 followers, 1041 engagements
"$IREN Executive summary: IRENs senior leadership is built around founder-operators Daniel Roberts and Will Roberts who have scaled the company from an Australia-based hydro-powered bitcoin miner into a North American datacenter operator pursuing a dual engine of bitcoin mining and an accelerating AI cloud business. On operating execution capital access and strategic pivot speed the team scores strongly: FY25 revenue reached $501m with net income of $86.9m as they raised and deployed capital at pace expanded average operating hashrate from XXXX EH/s in January 2025 to 44.045.4 EH/s by"
X Link @TheValueist 2025-10-14T19:21Z 2730 followers, XXX engagements
"Performance details for $MSXXNSEC - Morgan Stanley National Security Index - incredible year. The constituent details are in this thread"
X Link @TheValueist 2025-10-13T14:59Z 2717 followers, XXX engagements
"This $BE news bodes well for $SEI $EOSE. Data centers will take any and all behind-the-meter solutions they can get their hands on. (Bloomberg) -- Shares of Bloom Energy Corp. soared as much as XX% in premarket trading as Brookfield Corp. agreed to invest up to $X billion to deploy the companys fuel cells at new data centers that operate artificial intelligence. The investment firm and the energy storage company are collaborating on AI data centers globally including a site in Europe that will be announced before the end of the year according to a release Monday. The electricity demand boom"
X Link @TheValueist 2025-10-13T13:12Z 2717 followers, 2333 engagements
"$AREC American Resources Corporation through its ReElement Technologies subsidiary is positioning itself as a U.S. midstream refiner of rare earths lithium and other defense elements using a chromatography-based separation platform licensed and developed with Purdue University rather than conventional solvent extraction. The immediate developments you flagged are genuine and recent: ReElements Marion IN Supersite is being built out; management disclosed Phase1 output designed for 25003500 t/yr of refined products across magnetgrade rare earth oxides antimony and battery materials with more"
X Link @TheValueist 2025-10-12T18:18Z 2700 followers, XXX engagements
"UBS takes px up on multiple names in the coal sector. $BTU $CNR $HCC"
X Link @TheValueist 2025-10-08T13:51Z 2667 followers, 1880 engagements
"I like both of these trades. $AMKR $PLAB"
X Link @TheValueist 2025-10-03T13:46Z 2675 followers, 5207 engagements
"Note they are using InfiniBand not Ethernet. $NVDA $ANET $MSFT"
X Link @TheValueist 2025-10-09T17:46Z 2763 followers, 1068 engagements
"900k wafers/month is ridiculous volume. At this point even for me it is becoming hard to believe these numbers. $MU $SNDK $STX (Bloomberg) -- Samsung Electronics Co. and SK Hynix Inc. shares rose to their highest in years after South Koreas largest companies forged initial agreements to supply chips to OpenAIs Stargate project reinforcing their lead in artificial intelligence memory. OpenAIs Sam Altman signed a letter of intent Wednesday to enlist the two firms in his data center construction effort a global undertaking that involves the sectors biggest players from Nvidia Corp. to Oracle"
X Link @TheValueist 2025-10-02T02:56Z 2738 followers, 1630 engagements
"$METC Well adding a larger retail base doesn't hurt either. ------ There's a New Rare-Earth Stock for Investors to Buy By Al Root October XX 2025 Rare-earth minerals' role at the center of the trade war between the U.S. and China has left investors scrambling for options on how to play the conflict. One of the latest ideas is the metallurgical coal producer Ramaco Resources. Baird analyst Ben Kallo launched coverage of the company on Wednesday with a Buy rating and a target of $XX for the price. Ramaco stock was up XXX% in premarket trading at $XXXXX while S&P XXX and Dow Jones Industrial"
X Link @TheValueist 2025-10-16T14:21Z 2769 followers, XXX engagements
"$CIEN one more 52w high"
X Link @TheValueist 2025-10-13T16:58Z 2685 followers, XXX engagements
"Great day for the coal hogs. $BTU $CNR $ARLP $METC"
X Link @TheValueist 2025-10-13T17:06Z 2757 followers, 1449 engagements
"Here is the way to read the BNP Paribas compilation and why the underlying studies diverge so widely. The figure aggregates additional U.S. datacenter electricity in 2030 versus a 2023/2024 base and shows a span of roughly +200 to +600 TWh. To calibrate the base the most rigorous recent benchmark is the LBNL 2024 report which estimates U.S. data centers used XXX TWh in 2023 and projects 325580 TWh by 2028 excluding crypto; that implies a 20242030 delta anywhere from roughly +150 TWh to +430 TWh if you interpolate from 2028 toward 2030. Put differently even the careful academic work already"
X Link @TheValueist 2025-10-15T00:39Z 2717 followers, 1106 engagements
"$EOSE Joe Mastrangelo is a career industrial operator with nearly XX years across GE Power and GE Oil & Gas who moved from board adviser to chief executive of Eos Energy in 7/2019. His tenure has been defined by three integrated bets: differentiate on chemistry with a zincbromine system designed for XXX hour durations vertically integrate and onshore a U.S. manufacturing footprint and finance an aggressive capacity build via a blend of DOE support and private structured capital while public markets fund the equity gap. Factually he took Eos public through a SPAC in 11/2020 and has since"
X Link @TheValueist 2025-10-13T16:24Z 2764 followers, XXX engagements
"$NVDA $TSMC $INTC $AMD Nvidia has added Samsung Foundry to its NVLink Fusion ecosystem to provide design-to-manufacturing support for custom CPUs and custom XPUs that connect directly to Nvidias GPU platforms. The move was disclosed around the OCP Global Summit and corroborated by Nvidias own communications which state that Intel and Samsung Foundry are joining the NVLink Fusion partner set so that customers can build semicustom processors that link into Nvidias rackscale AI systems. Functionally this is Nvidia expanding a program it launched in mid2025 that opened NVLink to thirdparty and"
X Link @TheValueist 2025-10-15T01:56Z 2728 followers, 1053 engagements
"$BWXT $LEU $OKLO The Armys Janus Program is a material policy and procurement pivot that if executed close to plan compresses the microreactor commercialization timeline creates a new defense-backed offtake class for advanced nuclear and meaningfully re-rates the addressable market for a small set of suppliers across fuel components and systems integration. The Army is designated as DoDs executive agent for installation and operational nuclear energy and is directed to operate an Armyregulated reactor on a domestic base by 9/30/2028 with parallel efforts to field commercially"
X Link @TheValueist 2025-10-15T02:30Z 2769 followers, 1836 engagements
"Memory strong at the open on SK Hynix capex commentary. $SNDK $PSTG all-time highs and $MU close to one"
X Link @TheValueist 2025-10-16T13:44Z 2769 followers, XXX engagements
"$PSTG all-time high today. Prob won't get the non-stop long flow like $SNDK but I believe it is a solid memory exposed long through 2026"
X Link @TheValueist 2025-10-06T14:41Z 2713 followers, 2160 engagements
"$POWI Power Integrations delivered a clean execution quarter and a pragmatic guide against a volatile macro and tariff backdrop while openly signaling a strategic pivot to higher-power systems that could structurally expand gross margin dollars and the companys addressable market. Q2 revenue was $116m +9% y/y and +10% q/q with non-GAAP gross margin of XXXX% and EPS of $XXXX. Mix skewed to industrial at XX% of revenue on broad strength across metering home/building automation and highpower gate drivers; consumer was XX% computers XX% and communications 11%. Channel inventory remained tight at"
X Link @TheValueist 2025-10-13T16:23Z 2764 followers, 1218 engagements
"$ENS EnerSys is a diversified industrial energystorage and power electronics supplier with three operating engines that each matter to the portfolio: Energy Systems (telecom broadband utilities data center UPS power and services) Motive Power (industrial motive batteries and chargers for materialhandling fleets) and Specialty (aerospace & defense and transportation). The business has been repositioning around highervalue maintenancefree chemistries power electronics and services while structurally reducing cost and tightening capital discipline under a new CEO and an EnerGize operating"
X Link @TheValueist 2025-10-13T22:12Z 2722 followers, 2054 engagements
"$HUT spiking"
X Link @TheValueist 2025-10-14T18:46Z 2743 followers, 2224 engagements
"I heard the CFO of $TMC present at a BBG round table XX months ago. I thought it was the dumbest idea I had ever heard. I was clearly wrong and missed a huge opportunity"
X Link @TheValueist 2025-10-13T19:44Z 2769 followers, XXX engagements
"$ENS all-time high today"
X Link @TheValueist 2025-10-16T15:54Z 2769 followers, XXX engagements
"$SEI Executive summary and investment implications. Management quality at Solaris Energy Infrastructure (SEI) is solidly above average anchored by a founderled CEO with high insider ownership a financially sophisticated President/CFO and a bench of experienced operators who collectively executed a strategic pivot into distributed power while preserving a cashgenerative legacy logistics franchise. Pay design is mostly performancecontingent with 20232024 changes adding TSRlinked PSUs that create direct alignment with shareholder outcomes. Governance is typical of an UpC with dualclass voting"
X Link @TheValueist 2025-10-14T19:32Z 2769 followers, XXX engagements
"$BTU $CNR $ARLP $AMR Bruce the profits are in the cash line and in the forward year not in the troughyear GAAP EPS youre looking at. The 2025 setup for several coal names is intentionally frontloaded with capex and maintenance while realizations lag the index so GAAP prints look soft even though operating cash is positive and balance sheets are net cash. Then 2026 steps up hard as new volumes come on and sustaining capex normalizes. Look at the numbers that matter. BTU 2025 consensus shows EBITDA 435M and free cash flow -143M because it is finishing a heavy capex year but 2026 consensus"
X Link @TheValueist 2025-09-25T02:49Z 2764 followers, 1355 engagements
"$EOSE - the IV Bullish option flow detected in Eos Energy Enterprises Inc. with 61655 calls trading 1.5x expected and implied vol increasing over X points to 149.98%. 11/14 weekly XX calls and Oct-25 XX calls are the most active options with total volume in those strikes near 17600 contracts. The Put/Call Ratio is XXXX. Earnings are expected on November 4th"
X Link @TheValueist 2025-10-15T21:20Z 2769 followers, XXX engagements
"$NVDA $AVGO $LITE $GLW Copackaged optics moved from a future curiosity to an actionable design choice at this years OCP. The networking track itself called out 102T switch architectures copackaged optics as a headline theme and the optical colocated workshop focused on nextgen interconnect packaging linking the CPO narrative to real facility requirements around power density reliability and serviceability. That programming shift matters: OCP is explicitly framing CPO as a mainstream option for AI factories rather than an R&D detour. NVIDIA used OCP week to reinforce a CPOfirst direction on"
X Link @TheValueist 2025-10-16T20:20Z 2769 followers, 1129 engagements
"@entourage_1998 $FFIV earnings this quarter will be a big reveal"
X Link @TheValueist 2025-10-16T15:50Z 2769 followers, XX engagements
"$FFIV entry"
X Link @TheValueist 2025-10-16T14:11Z 2769 followers, 1744 engagements
"$METC LEXINGTON Ky. Oct. X 2025 /PRNewswire/ -- Ramaco Resources Inc. (NASDAQ: METC METCB) ("Ramaco" or the "Company") Ramaco is proud to announce Martin van Wyk has agreed to join Ramaco as Senior Vice President of Critical Minerals Processing and to relocate from Australia to the United States. With more than XX years of global experience in mineral processing hydrometallurgy and rare earth elements (REEs) flowsheet development he will help lead the Company's critical minerals processing development of the Brook Mine Project (Wyoming U.S.) following his transition to the United States."
X Link @TheValueist 2025-10-06T15:18Z 2698 followers, XXX engagements
"$METC Executive management summary. Management quality assessment: above average with concentrated-control and governance-complexity caveats. Ramacos senior team blends a founder-led CEO with deep capital markets and industry access and an operational bench with extensive Central Appalachia mining experience. Incentive design has become more formulaic and explicitly tied to operating and shareholder outcomes since 2022 and insider ownership is high which strengthens alignment but also concentrates influence. The CEOs 2024 total compensation of $7.76M sits broadly in line with large met coal"
X Link @TheValueist 2025-10-16T14:43Z 2769 followers, XXX engagements
"$SEI all-time high today. ------------ Citi raised the firm's price target on Solaris Energy to $XX from $XX and keeps a Buy rating on the shares. The firm cites the doubling of the company's power capacity for the target increase. It sees father upside despite the stock's XX% rally in the past month"
X Link @TheValueist 2025-10-13T19:24Z 2681 followers, 1422 engagements
"Unfortunately I dont believe this is available to US investors. SK Hynix 2X ETF Launches in Hong Kong"
X Link @TheValueist 2025-10-16T11:26Z 2765 followers, XXX engagements
"$MRVL $COHR Its too simplistic to read the postearnings drawdowns in MRVL and COHR as proof of competitive weakness or poor technology; the evidence points more to expectation resets mix timing and businessmodel nuances than to structural erosion. Both companies posted solid backwardlooking prints with forward views that fell short of a market priced for uninterrupted AI upside. MRVL delivered record revenue of $2.006B (+58% y/y) and guided next quarter revenue to $2.06B X% but the stock broke because management framed datacenter revenue as flat q/q with nearterm lumpiness in custom ASIC and"
X Link @TheValueist 2025-09-21T18:43Z 2673 followers, XXX engagements
"$CRDO Credo closed the acquisition of Hyperlume a privately held developer of microLEDbased optical interconnects for chiptochip communication. The release frames this as a capability tuckin that broadens Credos endtoend systemlevel connectivity portfolio for AI data center scaleout but provides no financial terms. The transaction closed on 20250929 and is positioned squarely against escalating bandwidth latency and power constraints in AI clusters. The strategic message is that Credo intends to participate not only in electrical interconnect and DSPenabled optics but also in nextgen optical"
X Link @TheValueist 2025-09-30T13:41Z 2760 followers, XXX engagements
"$MU $SNDK $PSTG $RMBS"
X Link @TheValueist 2025-10-16T17:18Z 2769 followers, XXX engagements
"$TSMC CAPACITY IS VERY 'TIGHT': CEO (Bloomberg) -- Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth to the mid-30% range sending a strong signal of confidence in demand for components like Nvidia Corp. chips that power AI. TSMC also raised the lower end of its capital spending target for the year after reporting a better-than-anticipated XX% jump in profit to NT$452.3 billion ($14.8 billion) in the September quarter. Taiwans largest company is now earmarking at least $XX billion for capacity expansion and upgrades in 2025 up from a floor of $XX billion"
X Link @TheValueist 2025-10-16T06:40Z 2769 followers, XXX engagements
"$NVT nVents release is straightforward: the company leased 117000 sq ft of manufacturing space in Blaine MN to expand data center solutions production explicitly tied to accelerating liquid cooling demand; production is slated to start in early 2026; Blaine is expected to employ 175+ people; this is the second expansion of data-center-focused manufacturing in X years and together with the recently expanded Anoka MN site adds 325+ jobs. The Blaine facility will build new products for data center customers including liquid cooling solutions. This is a lease not a greenfield build which"
X Link @TheValueist 2025-09-03T22:35Z 2714 followers, XXX engagements
"$EOSE Eos Energy Enterprises is attempting to scale a fully domestic nonflammable aqueouszinc stationary storage platform (Z3) into the longduration segment while riding X concurrent tailwinds: a policy regime that still preserves Section 45X monetization tightened FEOC and tariff constraints that disadvantage Chinalinked supply chains and a secular stepup in U.S. and PJM load growth led by data centers. Against those tailwinds the company is executing a highwire manufacturing ramp and capital structure transition from severe negative gross margins toward positive contribution margin in Q4"
X Link @TheValueist 2025-10-12T00:46Z 2764 followers, 22.7K engagements
"Super impressive they are LLMs effectively in the design process of their new chips. $AVGO $NVDA $TSM $ASML"
X Link @TheValueist 2025-10-13T23:51Z 2686 followers, XXX engagements
"$2317 (Bloomberg) -- Hon Hai shares rise as much as XXX% after Goldman boosted its target price on the stock by XX% as it turns more bullish on growing AI server revenues and the emerging trend of foldable phones. Hon Hais product mix toward AI servers that enjoys higher prices will benefit companys operating margin analysts including Xuan Zhang write in note Introduction of foldable iPhones next year should also support stock re-rating as the models should have a higher average selling price Raises target price to NT$400 maintains buy"
X Link @TheValueist 2025-10-16T01:45Z 2769 followers, XXX engagements
"$CIEN Ciena is executing on a stepchange in demand tied directly to AI networking with the financial profile materially inflecting while industry structure has improved. In fiscal Q3 2025 revenue rose to $1.22B with adjusted EPS of $XXXX and gross margin of XXXX% and management guided Q4 revenue to $1.24B$1.32B and gross margin to 42%43%. They also preannounced FY26 growth of XX% gross margin of XX% X pt flat FY26 OpEx at $1.5B and an operating margin target pulled forward by X year to 15%16% in FY26. Orders again exceeded revenue and hit a quarterly record with backlog visibility now into"
X Link @TheValueist 2025-09-26T20:29Z 2685 followers, XXX engagements
"I am going to share this one more time given all the news around domestic battery supply and China. $TSLA battery business is on fire and Wall Street still doesn't recognize how big it has gotten and how fast it is growing. Having their own lithium refining operation is a critical asset in the future"
X Link @TheValueist 2025-10-13T14:37Z 2662 followers, 1386 engagements
"$WULF TeraWulfs October 8K confirms that its wholly owned indirect subsidiary WULF Compute LLC has priced $XXX billion of XXXXX% senior secured notes due 2030 at an issue price of XXX% with settlement targeted for 10232025 via a Rule 144A private offering to QIBs. Morgan Stanley is sole bookrunner. The security package is unusually robust for a corporate 144A: firstpriority liens on substantially all assets of WULF Compute and its guarantor subs (La Lupa Data LLC Akela Data Holdings LLC and Akela Data LLC) a pledge of all equity in WULF Compute held by its direct parent a perfected interest"
X Link @TheValueist 2025-10-16T23:01Z 2769 followers, 1862 engagements
"Grid buildout names. --------------- Transmission EPC & field services Quanta Services (PWR) MYR Group (MYRG) MasTec (MTZ) Highvoltage equipment & HVDC GE Vernova Grid Solutions/HVDC (GEV) Grid components substations & protection Hubbell (HUBB) Eaton (ETN) nVent (NVT) Powell Industries (POWL) Structures towers & poles Valmont (VMI) Arcosa (ACA) Smart grid & metering Itron (ITRI) Regulated utilities positioned for wires capex growth Duke Energy (DUK) American Electric Power (AEP) Dominion Energy (D) Southern Company (SO) Exelon (EXC)"
X Link @TheValueist 2025-10-07T14:48Z 2757 followers, 1839 engagements
"$BETA Beta Technologies S1 sets out a vertically integrated dualplatform strategy to commercialize electric aviation via a piloted conventional takeoff and landing aircraft first (ALIA CTOL CX300) followed by a piloted eVTOL (ALIA VTOL A250) with inhouse batteries motors flight controls and a buildout of highpower charging infrastructure. The companys core investment proposition is that nearterm certification and unit sales of the CTOL under FAA Part XX can derisk the path to eVTOL commercialization monetize a growing civil and defense backlog and seed a recurring aftermarket for batteries"
X Link @TheValueist 2025-10-06T01:14Z 2765 followers, XXX engagements
"Big order volume. Friends at OCP was there an announcement around $HUT"
X Link @TheValueist 2025-10-14T18:53Z 2755 followers, XXX engagements
"Low or zero dividends in many tech stocks materially reduce early assignment risk on the short call leg of a LEAPS call spread because the dominant catalyst for rational early exercise of American calls is the exdividend date. The call holder contemplating early exercise trades away remaining extrinsic value in exchange for receiving the dividend and starting the clock on stock ownership earlier. The canonical threshold used by market makers is simple: on the business day before an exdividend date early exercise becomes economically rational only if the cash dividend exceeds the calls"
X Link @TheValueist 2025-10-15T22:00Z 2741 followers, XXX engagements
"$MU $SNDK $PSTG $RMBS"
X Link @TheValueist 2025-10-16T17:18Z 2769 followers, 1842 engagements
"$METC Comprehensive Analysis: Ramaco Resources Rare Earth Elements & Critical Minerals Operations From Q2 2025 Earnings Call (August X 2025) Executive Summary of REE/Critical Minerals Business Ramaco Resources has activated the Brook Mine in Sheridan Wyoming - Americas first new rare earth mine in over XX years. The project represents a transformative pivot for the company creating what management describes as the only U.S. dual-platform company operating in both metallurgical coal and rare earth/critical minerals. The mine contains XXX million tons of total rare earth oxides (TREO) on"
X Link @TheValueist 2025-10-12T13:31Z 2751 followers, 1053 engagements
"$AMKR Amkors premarket move reflects the market assigning higher probability that U.S. endtoend logic supply chains for Apple silicon will actually run through Amkor with Tim Cook explicitly naming GlobalWafers in Texas for wafers TSMC for frontend fab and Amkor in Arizona for packaging; that explicit onair validation matters because it collapses uncertainty around which OSAT will anchor the U.S. backend and signals Apples intent to localize at least a portion of advanced assembly and test not just wafers which historically remained Asiacentric. Apple had already said in 2023 it would be the"
X Link @TheValueist 2025-09-16T13:49Z 2767 followers, XXX engagements
"$TSM TSMC Q3 2025 Earnings Call: Comprehensive Analysis of AI Data Centers and Related Technologies Executive Summary of AI-Related Disclosures TSMCs Q3 2025 earnings call revealed unprecedented demand dynamics in the AI semiconductor market with management characterizing the situation as insane and more stronger than we thought three months ago. The company is experiencing direct demand signals from hyperscalers (customers customers) and witnessing exponential token growth that management believes increases almost every three months. This analysis captures every AI-related disclosure from"
X Link @TheValueist 2025-10-16T10:35Z 2769 followers, 2049 engagements
"@MacroPupster I agree absolutely on the $BTU thermal side. Wright/DOE said they will not be retiring any additional coal-fired generation and the industry gets Trump fiscal policy support. I like $CNR as well"
X Link @TheValueist 2025-10-09T11:24Z 2667 followers, XXX engagements
"Memory tracker. $MU $SNDK $PSTG $RMBS"
X Link @TheValueist 2025-10-08T18:00Z 2668 followers, 10.5K engagements
"$VRT $NVDA Vertivs announcement is strategically important because it moves the company from marketing alignment to engineering readiness on an XXX VDC power platform that is explicitly timed to the 2027 deployment window for NVIDIAs Rubin Ultra-era AI factories with first commercial availability planned for 2H26. The shift to XXX VDC is not a cosmetic refresh of todays XX VDC rack power; it is a system-level redesign intended to support XXX kW to X MW per rack and multihundredmegawatt campuses while cutting conversion steps and conductor mass. NVIDIA has spent the past year socializing this"
X Link @TheValueist 2025-10-13T19:12Z 2710 followers, XXX engagements
"$META $OWL Meta and Blue Owl are finalizing a roughly $XX billion offbalance sheet financing for Metas Hyperion AI data center campus in Richland Parish Louisiana via a purposebuilt SPV that is issuing $XXXX billion of fully amortizing senior secured notes due 2049 and supported by about $XXX billion of equity. The joint venture will split project ownership with Meta retaining XX% and Blue Owl and coinvestors holding the remainder. Morgan Stanley structured and solebookran the transaction; PIMCO is anchoring the debt. The debt is being sold in a Rule 144A offering and per the rating presale"
X Link @TheValueist 2025-10-17T13:29Z 2769 followers, XXX engagements
"Jefferies taking px targets on the coal sector. $BTU $CNR $AMR $HCC"
X Link @TheValueist 2025-10-05T21:12Z 2673 followers, 4353 engagements
"$IREN Limited announced its intention to offer subject to market and other conditions $875M aggregate principal amount of convertible senior notes due 2031 in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933 as amended"
X Link @TheValueist 2025-10-07T20:12Z 2759 followers, 1705 engagements
"RARE EARTH / STRATEGIC METALS METC Ramaco Resources Inc: U.S. met coal producer developing rare earths at the Brook Mine in Wyoming. UAMY United States Antimony Corp: Producer of antimony/zeolite with U.S.Mexico operations serving defense and industry. USAR USA Rare Earth Inc: Developer of the Round Top heavy rare earths project and domestic magnet manufacturing. NB NioCorp Developments Ltd: Advancing the Elk Creek niobiumscandiumtitanium project in Nebraska. CRML Critical Metals Corp: Holding company for the Wolfsberg hardrock lithium project in Austria. MP MP Materials Corp: Operates the"
X Link @TheValueist 2025-10-10T16:49Z 2722 followers, 3002 engagements
"$ANET all-time high today +8.5%"
X Link @TheValueist 2025-10-08T17:43Z 2763 followers, 1107 engagements
"Nice call on $ENS"
X Link @TheValueist 2025-10-13T21:20Z 2764 followers, XXX engagements
"$IREN Limited announced the pricing of its private offering of $XXX million aggregate principal amount of XXXX% convertible senior notes due 2031. Key Highlights of the Offering: Offering Size: $XXX million of convertible senior notes due 2031 Coupon: XXXX% Conversion Premium: XXXX% above the reference price Capped Call Transactions: Designed to hedge potential dilution upon conversion. The capped call provides effective conversion protection up to an initial cap price of $XXXXXX per share representing a XXX% premium to the reference price. Settlement Date: The offering is expected to close"
X Link @TheValueist 2025-10-09T11:36Z 2759 followers, 1920 engagements
"@entourage_1998 $FFIV"
X Link @TheValueist 2025-10-16T15:51Z 2769 followers, XXX engagements
"One reason I like $AMKR here is that it is the only pure-play US-based OSAT. They are building a new advanced packaging and test facility next to the TSMC fab in Arizona with production scheduled to begin in H1-2028. ------------- Taiwan ASE Technology Holding Co. Ltd. (TWSE:3711; NYSE:ASX) Powertech Technology Inc. (TWSE:6239) ChipMOS Technologies Inc. (TWSE:8150; NASDAQ:IMOS) King Yuan Electronics Co. Ltd. (TWSE:2449) Chipbond Technology Corp. (TPEx:6147.TWO) Sigurd Microelectronics Corp. (TWSE:6257) Ardentec Corp. (TPEx:3260.TWO) Greatek Electronics Inc. (TWSE:6261) Lingsen Precision"
X Link @TheValueist 2025-09-19T12:40Z 2730 followers, 2468 engagements
"$BLK $NVDA $MSFT (Bloomberg) -- Investors led by BlackRock Inc.s Global Infrastructure Partners agreed to buy Aligned Data Centers in a deal that values the company at $XX billion including debt. MGX an AI investment company established by sovereign wealth fund Mubadala Investment Co. will invest alongside GIP according to a statement Wednesday that confirmed an earlier Bloomberg News report. The buyers are purchasing the company from Macquarie Asset Management which made its first investment in Aligned in April 2018. GIP and its partners which also include Microsoft Corp. and Nvidia Corp."
X Link @TheValueist 2025-10-15T11:57Z 2766 followers, 1929 engagements
"Highly recommend watching this in its entirety. If you have any doubts about what is coming for the GAI infrastructure build-out this will clear it up. It is excellent to hear Hock's new perspective as opposed to Jensen and Lisa's which we hear all the time. $AVGO $NVDA $AMD $ANET ---------------- Headline takeaways for the committee: OpenAI has formalized a multiyear partnership with Broadcom to codevelop and deploy XX GW of OpenAIdesigned accelerators and full racks underpinned by Broadcoms networking (Ethernet PCIe optics). Initial silicon and systems begin rolling out in 2H26 with the"
X Link @TheValueist 2025-10-13T18:30Z 2768 followers, 2058 engagements
"$POWI $NVDA Power Integrations (POWI) outlined the benefits of its PowiGaN gallium-nitride technology for XXX VDC power architectures in a new white paper published at the 2025 OCP Global Summit in San Jose where Nvidia (NVDA) provided an update on the XXX VDC architecture. Power Integrations is collaborating with Nvidia to accelerate the transition to XXX VDC power and megawatt-scale racks the company stated. "With rising AI power demands moving to an XXX VDC input simplifies rack design makes more efficient use of space and reduces copper usage. With rising rack power demands we see 1250 V"
X Link @TheValueist 2025-10-13T15:48Z 2766 followers, 2954 engagements
"$FFIV Market Chatter: F5 Allegedly Hacked by China-Linked Group (MT Newswires) F5's (FFIV) systems were allegedly breached by state-backed hackers from China Bloomberg reported Thursday citing people familiar with the matter. The cybersecurity firm reported the breach Wednesday in a filing with the US Securities and Exchange Commission alleging that a nation-state threat actor had penetrated its network and stolen files including parts of the source code of the BIG-IP platform. F5 and China's embassy in Washington did not immediately reply to MT Newswires' requests for comment. (Market"
X Link @TheValueist 2025-10-16T14:09Z 2769 followers, 1221 engagements
"Another all-time high from $GLW. Trading very well"
X Link @TheValueist 2025-10-08T16:37Z 2761 followers, 1372 engagements
"$METC Executive summary. Ramaco Resources (ticker: METC) is led by a capital-markets oriented founderoperator with a deep bench of coal operators and commercial talent augmented recently by policy and critical-minerals expertise. On balance I rate the senior team above average for value creation potential in a cyclical commodity business roughly 7.58.0/10. Green flags include high insider ownership with the CEO at XXX% a compensation program that mixes 3-year relative TSR PSUs with EBITDA/cost/safety/ environmental cash metrics proven cost-down execution in 20242025 and a CFO who has"
X Link @TheValueist 2025-10-14T17:47Z 2759 followers, 1722 engagements
"$CEG back to putting up 52w highs"
X Link @TheValueist 2025-10-14T16:50Z 2710 followers, XXX engagements
"$ORCL Oracles message in Las Vegas is straightforward: for very large AI infrastructure programs management believes the unit-level economics can support 3040% adjusted gross margins and it illustrated this with a stylized 6year $60B revenue example that yields XX% gross margin and $21B cumulative gross profit on $39B costs split roughly $25B for compute/network/storage and $14B for land/data center/power. The same deck implied annual runrate costs near $6.4B in steady state. That disclosure is directionally consistent with the days coverage and with the slide images you provided and it is"
X Link @TheValueist 2025-10-16T19:53Z 2769 followers, 6399 engagements
"$RGTI post. I suspect this thing keeps going down"
X Link @TheValueist 2025-10-16T23:26Z 2769 followers, 1183 engagements
"Longer = more compute $NVDA"
X Link @TheValueist 2025-10-16T02:59Z 2748 followers, XXX engagements
"$MU $SNDK ha"
X Link @TheValueist 2025-10-16T19:14Z 2769 followers, XXX engagements
"Consider the type of demand $AMKR is experiencing to justify increasing the facility capex to $X billion from $X billion in just six months. It must be off the charts"
X Link @TheValueist 2025-10-07T14:02Z 2675 followers, 1107 engagements
"This was not a calm after the storm day; it was another highdispersion flowdominated session with a different leader board. The hard prints he cites line up to a continued anticrowding regime even as the style mix pivoted toward value and cyclicals. GS HF Index was -XXXX% on the day and is now -XX% MTD which means the representative hedgefund long book remains the funding source. At the same time cheap names were +1.65% on the day (still roughly -XXXX% MTD) low quality was +1.55% on the day and sits at an extraordinary +11.00% MTD AI semis were -XXXX% airlines were +4.00% and the crowdedlongs"
X Link @TheValueist 2025-10-14T21:21Z 2709 followers, 6289 engagements
"$FFIV F5 has disclosed in an 8K that a highly sophisticated nationstate actor maintained longterm persistent access to parts of its environment with initial discovery on 8/9 and public disclosure on 10/15 following a Department of Justice authorization to delay under the SECs Item 1.05(c). The actor accessed the BIGIP development and engineering knowledge platforms and exfiltrated files including portions of BIGIP source code and information about undisclosed vulnerabilities. U.S. cyber authorities characterized the risk as an imminent threat and the press reporting indicates the intruders"
X Link @TheValueist 2025-10-16T15:01Z 2769 followers, XXX engagements
"Heres my rare earth tracker. I only recently started looking at these so I am probably missing some. $METC looked interesting on a first cut"
X Link @TheValueist 2025-10-03T23:01Z 2698 followers, 4966 engagements
"$AMD $NVDA (Wall Street Journal) -- Robbie Whelan and Berber Jin OpenAI and chip-designer Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors one of the most direct challenges yet to industry leader Nvidia. Under the terms of the deal OpenAI committed to purchasing X gigawatts worth of AMD's chips starting with the MI450 chip next year. The ChatGPT maker will buy the chips either directly or through its cloud computing partners. AMD chief Lisa Su said in an interview Sunday that the deal will result in tens of"
X Link @TheValueist 2025-10-06T10:56Z 2708 followers, 6282 engagements
"$QS $GLW QuantumScapes announcement with Corning matters because it targets the single most consequential manufacturing bottleneck in QuantumScapes architecture: making the thin highquality oxideceramic separator at scale with automotivegrade yield cost and throughput. The release states the parties will jointly develop ceramic separator manufacturing capabilities aimed at highvolume production for commercial applications without disclosing terms capacity geography or exclusivity. In isolation the language is high level; in context it slots into a clearly evolving capitallight partnerheavy"
X Link @TheValueist 2025-09-30T11:56Z 2689 followers, 1364 engagements
"Networking very strong today. I take there are some major announcements coming out of OCP. Unfortunately Im not there. $ANET $COHR $CIEN $CLS"
X Link @TheValueist 2025-10-16T17:00Z 2769 followers, 3690 engagements
"$UUUU Energy Fuels is no longer a uranium optionality story; it is an emerging U.S. criticalminerals platform with three monetizable pillars tied together by a unique processing hub: lowcost conventional uranium centered on Pinyon Plain commercialspec light REE separation already validated into magnets and shovelready heavy mineral sands to supply both titanium/zircon and monazite feed. The Q22025 call and the consensus you attached lay out a visible earnings inflection beginning in late2025 as Pinyon Plain ore is processed with a second leg in 20262027 as REE separation scales and"
X Link @TheValueist 2025-10-14T16:28Z 2769 followers, 4946 engagements
"The new Chinese battery export restrictions are another arrow in the quiver for King Coal. $BTU $CNR $ARLP $METC Second Beijing just added a policy lever to exploit that position. Starting 1108 exports of large lithiumion batteries used for grid storage cathode and anode materials and key manufacturing equipment require casebycase licenses from the Ministry of Commerce. That framework lets China dial supply up or down by counterparty and product rapidly changing availability and price outside China without any formal quota. The covered list explicitly reaches into the midstream and into"
X Link @TheValueist 2025-10-11T21:39Z 2764 followers, 1682 engagements
"$NVDA Two headlines are pointing to the same fundamental dynamic: advanced IC package substrates (primarily ABF buildup substrates) are a binding input for AI accelerators and CPUs in generativeAI servers and Nvidias key supplier Ibiden is adding capacity. Ibidens latest investor materials and Q&A put hard numbers behind this: its electronics segment (which houses IC package substrates) guides net sales up to 240.0b in FY2025 from 197.2b in FY2024 (+22%) driven by AIserver substrates with the new Ono plant beginning supply in FY2025 and a visible plan to more than double SAP processing load"
X Link @TheValueist 2025-09-21T20:38Z 2726 followers, 1053 engagements
"$EOSE Stifel raised the firm's price target on Eos Energy to $XX from $XX and keeps a Buy rating on the shares. Eos shares have trended sharply higher over the past several weeks which the firm sees as likely due to both expected progress at its Turtle Creek manufacturing facility and market enthusiasm around power generation demand and storage needs for AI/data centers. While the firm expects Q3 results "to be a nonevent" it is increasingly confident in Eos' progress the analyst tells investors"
X Link @TheValueist 2025-10-15T11:14Z 2755 followers, 2800 engagements
"Super impressive they are using LLMs effectively in the design process of their new chips. $AVGO $NVDA $TSM $ASML"
X Link @TheValueist 2025-10-14T00:10Z 2686 followers, 1243 engagements
"$VST TD launches utilities sector with Vistra PG&E top picks TD Cowen analyst Shelby Tucker initiated coverage of the U.S. power and utilities sector with Vistra (VST) and PG&E (PCG) named top picks. Accelerated demand for electricity from data centers and the need to upgrade utility assets create a "once in a generation opportunity" for electric utilities the analyst tells investors in a research note. TD expects power prices to remain elevated in deregulated markets. The firm says this level of demand for electricity in the U.S. has not been seen since the end of World War II which should"
X Link @TheValueist 2025-10-16T13:13Z 2769 followers, 1372 engagements
"UPDATED SWITCHES & ROUTERS (SYSTEMS OEMS) Arista Networks (ANET) Cisco Systems Nexus/Silicon One systems (CSCO) NVIDIA Spectrum Ethernet & Quantum InfiniBand (NVDA) Hewlett Packard Enterprise incl. Juniper Networks (HPE) Dell Technologies (DELL) Extreme Networks (EXTR) Nokia incl. Infinera (NOK) Ciena (CIEN) ADTRAN (ADTN) Ribbon Communications (RBBN) Huawei (Private) ZTE Edgecore Networks / Accton Quanta Cloud Technology / Quanta Computer UfiSpace (Private) Asterfusion (Private) MERCHANT SILICON SWITCH ASICs Broadcom Tomahawk / Trident / Jericho (AVGO) Marvell Teralynx (MRVL) NVIDIA"
X Link @TheValueist 2025-09-05T14:56Z 2709 followers, 2729 engagements
"$DGXX Digi Power X (ticker: DGXX) is the former Digihost Technology rebranding into an energybacked digital infrastructure platform that still operates legacy Bitcoin mining and power sales while pivoting hard into Tier X modular AI data centers. The company runs X operating sites totaling roughly XXX MW of developed electrical infrastructure: a combinedcycle XX MW behindthegrid plant in North Tonawanda NY an XXXX MW gridfed site in Buffalo NY and a XX MW utilityfed site in Alabama plus a North Carolina property with potential for 200+ MW. The corporate site also highlights multiple revenue"
X Link @TheValueist 2025-10-15T22:26Z 2769 followers, 3564 engagements
"Key networking names had a solid day. Overextended Maybe and well find out in 2026. $ANET $COHR $CIEN $CLS"
X Link @TheValueist 2025-10-09T21:29Z 2678 followers, XXX engagements
"Nice day for the merchant power names. $CEG $VST $TLN $NRG"
X Link @TheValueist 2025-10-09T19:47Z 2689 followers, XXX engagements
". @leopoldasch made an incrediblly excellent call on $INTC . I was doubtful and short at various times thankfully not recently. Hopefully he will release a paper at some point explaining his rationale outside of what is alreday in the news"
X Link @TheValueist 2025-10-17T14:26Z 2769 followers, 1086 engagements
"$TSM (Bloomberg) -- Global investors are ramping up bets on Taiwan Semiconductor Manufacturing Co. ahead of its earnings confident that the worlds leading chip foundry will remain one of the biggest winners from the AI spending boom. Its American depositary receipts are trading at the highest premium to its Taipei shares since 2002 on a 50-day moving average basis. Thats driven by growing awareness among investors around the world of the companys role as the main outsourced supplier of chips for Nvidia Corp. and many others. The ADRs have surged XX% this year outpacing the XX% gain in the"
X Link @TheValueist 2025-10-16T02:14Z 2751 followers, 1168 engagements
"$AMD $NVDA $CEG $VST"
X Link @TheValueist 2025-10-17T11:09Z 2769 followers, XXX engagements
"Power generation & storage technology SMNEY Siemens Energy AG (ADR): Gas/steam turbines grid equipment and wind (Siemens Gamesa); services-heavy energy OEM. GEV GE Vernova Inc: Gas/steam power on/offshore wind and grid solutions businesses spun from GE. CMI Cummins Inc: Engines and gensets plus electrolyzers and fuelcell systems for lowcarbon power. BE Bloom Energy Corp: Solidoxide fuelcell power systems and electrolyzers for distributed generation. EOSE Eos Energy Enterprises: Zincbased stationary batteries aimed at longduration grid storage. FLNC Fluence Energy Inc: Utilityscale battery"
X Link @TheValueist 2025-10-09T22:49Z 2759 followers, 3057 engagements
"$BE Bloom Energy is emerging as the pureplay SOFC beneficiary of the AI power supercycle but the stock now embeds aggressive utilization and capacity expansion assumptions that heighten execution risk and compress the margin of safety. The nearterm setup is defined by X linked developments: an AIdriven demand shock that is outpacing grid buildouts; Blooms differentiated ability to deliver islanded loadfollowing behindthemeter power on 90day cycles with no battery bridge; and rapidly professionalizing routes to market via utilities and hyperscalers that derisk sales cycles. The Brookfield"
X Link @TheValueist 2025-10-13T13:25Z 2673 followers, XXX engagements
"$AUR Executive management summary and investment implications. Aurora Innovations senior leadership is generally high quality with a distinctive mix of deep autonomous-systems pedigrees and practical capital-allocation discipline. The CEO Chris Urmson remains the intellectual and cultural anchor with substantial voting control and in 2025 the company crossed a credibility threshold by initiating paid driverless commercial trucking operations in Texas. Compensation is structurally conservative at the topparticularly for the CEOwhile second-line operators carry more of the equity incentives."
X Link @TheValueist 2025-10-15T11:45Z 2751 followers, XXX engagements
"*NVIDIA: META & ORACLE TO USE SPECTRUM-X ETHERNET SWITCHES $NVDA $ORCL $META $ANET ------------------------ As the racks become more complicated and computationally powerful more customers will default to NVDA Spectrum-X for networking. There is no reason to take on an integration risk when you know NVDA sells a fully compatible and performant end-to-end solution. I have shared a lot about GAI networking over these past few months - you can search my account for more information"
X Link @TheValueist 2025-10-13T15:38Z 2681 followers, XXX engagements
"$BWXT BWX Technologies role in the Janus program is best understood as a multitrack participation opportunity spanning reactor supply fuel manufacture and enabling domestic enrichment manufacturing with nearterm delivery credibility anchored by its execution on DoDs Project Pele and longerdated upside tied to its BANR microreactor under DOEs ARDP. Janus itself is structured to deploy commercially ownedandoperated microreactors on Army installations via milestonebased contracting run with DIU while separately directing the Army to commence operation of an Armyregulated reactor by 9/30/2028;"
X Link @TheValueist 2025-10-15T10:58Z 2716 followers, XXX engagements
"$MU $SNDK $PSTG $RMBS Metas OCP deck and blog make X points that matter for capital allocation. First Meta is formalizing a new middle tier built on very highcapacity QLC SSDs to sit between TLC SSD tiers and cold HDDs targeting readbandwidthdominant workloads that need roughly 1020 MB/s/TB and tolerate lower write rates. Meta says 2Tb QLC dies and 32die stacks are mainstreaming enabling rapid density scaling and meaningful $/TB and W/TB gains; the bytedensity target for its QLC servers is 6x its densest TLC server today. Second the initial platform is a 20U 24slot ORv3 48V rack server with"
X Link @TheValueist 2025-10-16T18:01Z 2769 followers, 2159 engagements
"$MU $SNDK $PSTG $RMBS Here is a concise but deep primer on how modern 3D NAND is manufactured followed by a comprehensive ownerbyowner map of the worlds active NAND wafer fabs suitable for enterprise and hyperscale SSD supply. Citations are embedded where facts matter most. NAND manufacturing process endtoend 3D NAND is built on XXX mm silicon wafers and uses vertical stacking to scale density rather than shrinking XY dimensions the way logic and DRAM do. Most vendors employ a chargetrap cell formed within a cylindrical string that passes through hundreds of stacked dielectric layers; the"
X Link @TheValueist 2025-10-08T18:47Z 2763 followers, 10.5K engagements
"Todays tape finally delivered a clean sign flip in the factor regime with flows decisively punishing the prior leaders and rewarding the representative hedgefund long book. The GS HF Index rallied +3.75% while the Most Shorted cohort fell -XXXX% the highrealizedvolatility sleeve dropped -XXXX% and Retail Jump Risk was -3.30%. Size outperformed (+1.50%) and within tech the capextied complex held up (AI semis +0.35% semicaps +0.55% tech hardware +2.21%) while the longduration cashburn segment was hit hard (unprofitable tech -7.38%). That is the mirror image of the past X weeks squeeze dynamics"
X Link @TheValueist 2025-10-16T20:58Z 2769 followers, 8024 engagements
"$CRDO Credo Technology Q1 FY2026: Comprehensive AI & Data Center Infrastructure Analysis Executive Summary Credo Technology's Q1 FY2026 earnings call reveals the company as a critical enabler of the AI infrastructure revolution with multiple references to AI-driven demand GPU connectivity data center expansion and hyperscaler investments. While Nvidia was mentioned directly multiple times Credo connects to "many GPUs including the big guy in the market" providing essential connectivity solutions for AI clusters ranging from 10000 to X million GPUs. AI Infrastructure - Core Growth Driver"
X Link @TheValueist 2025-10-01T17:26Z 2748 followers, 1037 engagements
"$GEV US Target Px increased to XXX USD (Previous Px XXX USD) by Morgan Stanley"
X Link @TheValueist 2025-10-16T13:19Z 2767 followers, XXX engagements
"Here's the answer $HUT"
X Link @TheValueist 2025-10-14T19:04Z 2755 followers, 1230 engagements