2026-06-03T00:14:19Z https://nostr.ae Serenity (X Mirror) https://nostr.ae/npub1staljvyq5z8adadxl39qcwq6gaw64ux3ghy5gjtg553nzax44kmqxqn7sy https://pbs.twimg.com/profile_images/1996176688414367744/LXfA_lIx_400x400.jpg https://pbs.twimg.com/profile_images/1996176688414367744/LXfA_lIx_400x400.jpg https://nostr.ae/nevent1qqsrvpd64sw0pvtevkdvdxzv4dl736z4zjxnaxkzfaln6nwrjcv3dpczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv04zgay Trump announced that US has cancelled its attack on Iran.<br/><br/>And that they’ve agreed to the perimeters of a deal to open the Strait and end the nuclear program.<br/><br/>Anyone else feel like they’ve aged a few years in the past 6 months?<br/> <img src="https://pbs.twimg.com/media/HOsA9z4aYAAN7pf.jpg"> <br/> <img src="https://pbs.twimg.com/media/HOsA9z5akAAK3z_.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083760320062083406">https://x.com/aleabitoreddit/status/2083760320062083406</a>] 2026-08-02T03:42:29Z https://nostr.ae/nevent1qqsr9np4y7ptwky9nkup4hlyn2aj0fc733l4cmdk0jjsrq6ej8qf8wczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvryu30e The media framing and X reactions around Leopold are egregious.<br/><br/>Framing his successful multi-year thesis from $SNDK to $BE as a &#34;collapse&#34; or &#34;failure&#34;.<br/><br/>After July&#39;s surprising crash, then personally attacking him on top is just pathetic to witness. <br/><br/>It&#39;s almost like everyone<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083324920214536208">https://x.com/aleabitoreddit/status/2083324920214536208</a>] 2026-07-31T22:52:21Z https://nostr.ae/nevent1qqs88wstf0pg8qrjx724t0wnmcl09rzvxu5m7kwhqdvt0ptm72xtvlgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvkdd3du $RDDT ER in a nutshell:<br/><br/>Revenue: $804.9M vs. $730.4M (expected).<br/>EPS: $1.25 vs. ~$0.95.<br/>Net income: $252.8M vs. $196.5M<br/><br/>Q3 guidance:<br/>Revenue: $860–870M vs. 829.1M<br/>Adjusted EBITDA: $385-395M vs. $369M<br/><br/>Blowout financials, market always like to explain the drop 22.6% off some new<br/> <img src="https://pbs.twimg.com/media/HOkV0nBa4AAZLoI.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083225872207937687">https://x.com/aleabitoreddit/status/2083225872207937687</a>] 2026-07-31T16:18:47Z https://nostr.ae/nevent1qqsvqayr89qhu7j7vxfnsu78y2sxkcuayqtef44wtvqpfxjp38m48dqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvclsu6n Just a TLDR of this week:<br/><br/>Media: Hyperscalers overbuilt and are selling excess compute.<br/>-&amp;gt; $GOOGL, $MSFT, $META, and $AMZN: Demand for compute far exceeds capacity. Capex go brrr.<br/><br/>Institutions: Emergency rate hike or 3x rate hikes, it&#39;s all over.<br/>-&amp;gt; Kevin Warsh: No rate Hike.<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083133191112843575">https://x.com/aleabitoreddit/status/2083133191112843575</a>] 2026-07-31T10:10:30Z https://nostr.ae/nevent1qqsqw2t494ydjlfz6dgpqfmcgrzn2gmdxs67sh2z43ghsurkgjglkdqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvdv999l Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE. <br/><br/>Originally the wording was &#34;readiness&#34; for EOY 2026. <br/><br/>But $POET upgraded that wording, by stating &#34;production&#34; with Sivers lasers projected EOY 2026. <br/><br/>So<br/> <img src="https://pbs.twimg.com/media/HOizCP3bsAAdN_3.jpg"> <br/> <img src="https://pbs.twimg.com/media/HOizCzMbYAA16xf.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083114743729107236">https://x.com/aleabitoreddit/status/2083114743729107236</a>] 2026-07-31T08:57:11Z https://nostr.ae/nevent1qqsfhyawzfgy2uv35t0r4wtky5hgf5sh0fd58juk0df6upjgr3l08sgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvn35ur3 For $XFAB ER transcript: <br/><br/>Just to recap, my idea on $XFAB foundry growth opportunities stemmed from SiC for 800v and photonixfab/MTP for CPO applicability. <br/><br/>- $XFAB: &#34;We are making progress in co-packaged optics&#34;. <br/><br/>- &#34;The transition to 800v... is expected to support demand<br/> <img src="https://pbs.twimg.com/media/HOiuT8GaMAA0AKM.jpg"> <br/> <img src="https://pbs.twimg.com/media/HOiuT8Aa8AAWpz1.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083106805949878330">https://x.com/aleabitoreddit/status/2083106805949878330</a>] 2026-07-31T08:25:39Z https://nostr.ae/nevent1qqsgaz72kgsvqsjdg6q4lqjng3l09g66q08sc4p68hy5jx8v93l494qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv472n7k Few earnings TLDRs with my favorite $AXTI and $AMZN:<br/><br/>Amazon:<br/>- Raised 2026 capex to $220B vs. prior $200B (partly due to higher memory costs, which is bullish on $MU to Samsung) <br/>- Even at $220B, Amazon will not have enough capacity to meet all 2026 demand; Jassy expects the<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2083088870942642391">https://x.com/aleabitoreddit/status/2083088870942642391</a>] 2026-07-31T07:14:23Z https://nostr.ae/nevent1qqst3gvxl8z0x5ej25aee3fm2rxjkm4r7neq4dw65dhkmlv0fzr4fzgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvn7jjc5 Nvidia in talks to backstop $250B worth of OpenAI DC financing.<br/><br/>- Softbank’s SB energy develops 10 GW Ohio campus <br/><br/>- OpenAI signs long term lease<br/><br/>- $NVDA guarantees $250B in financing<br/><br/>- OpenAI discussing separate agreement to buy up to $350B in Nvidia chips.<br/><br/>Not quite sure<br/> <img src="https://pbs.twimg.com/media/HOMlM-Ka0AAp_5c.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2081548360818004299">https://x.com/aleabitoreddit/status/2081548360818004299</a>] 2026-07-27T01:12:57Z https://nostr.ae/nevent1qqsdwz8hngm7vtems7ufgw4vqg0v6ar0s8mdcpn8u6ym65cpvx9yk7czyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvw8t8qw There you have it, $GOOGL Waymo to explore split with $UBER per FT.<br/><br/>My view last year was that Uber partnering with Waymo was a bad choice… since Uber would just serve as a distribution funnel that Google needed as they scale up.<br/><br/>And that $NBIS Avride, other neutral players,<br/> <img src="https://pbs.twimg.com/media/HOBPijHbkAAMCnR.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2080750537121874206">https://x.com/aleabitoreddit/status/2080750537121874206</a>] 2026-07-24T20:22:41Z https://nostr.ae/nevent1qqsvgags6jgu4eu0gd0zdv5ls6t7cqdmjpdtlnzmzj0mrjfknu2lnxgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv2fvm4y I have this feeling that Lisa from $AMD likes AI.<br/><br/>It’s cool getting to meet some of you at the event!<br/> <img src="https://pbs.twimg.com/media/HN7UljHboAAPYlE.jpg"> <br/> <img src="https://pbs.twimg.com/media/HN7VTasbkAAKYXI.jpg"> <br/> <img src="https://pbs.twimg.com/media/HN7VTbhbMAA-HZ2.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2080334612807758136">https://x.com/aleabitoreddit/status/2080334612807758136</a>] 2026-07-23T16:49:57Z https://nostr.ae/nevent1qqsdumqahls8mx9wwn9nkl0pux3h58cs9ump2l4zr5zz2394adreygczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvh5f4wu Just some notes from $TSLA transcripts:<br/><br/>Elon Musk: &#34;I think Optimus will be the biggest product ever&#34; from Q2 earnings transcripts.<br/><br/>Even from Q1, Elon Stated: &#34;I think Optimus will be our biggest product. Not just Tesla&#39;s biggest product ever, but probably the biggest product<br/> <img src="https://pbs.twimg.com/media/HN4pcAHa4AA1USk.jpg"> <br/> <img src="https://pbs.twimg.com/media/HN4pc-zakAAmwdD.jpg"> <br/> <img src="https://pbs.twimg.com/media/HN4peEyakAEOvtC.jpg"> <br/> <img src="https://pbs.twimg.com/media/HN4rB8oaQAAOxvS.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2080149813065396454">https://x.com/aleabitoreddit/status/2080149813065396454</a>] 2026-07-23T04:35:37Z https://nostr.ae/nevent1qqszp9ad5y6tmqmqeemrgatfmzhzvrtv23psd3ctv9jed457h3u8lsqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvkzv8ug Elon Musk from $TSLA ER transcript:<br/><br/>&#34;I think Optimus will be our biggest product. Not just Tesla&#39;s biggest product ever, but probably the biggest product ever. <br/><br/>And I remain convinced of that conclusion.&#34;<br/><br/>It&#39;s rare to get such a high conviction statement on the humanoid<br/> <img src="https://pbs.twimg.com/media/HN3iLoba4AAgsPz.jpg"> <br/> <img src="https://pbs.twimg.com/media/HN3kfl8aEAASchm.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2080070081766408376">https://x.com/aleabitoreddit/status/2080070081766408376</a>] 2026-07-22T23:18:47Z https://nostr.ae/nevent1qqsplhpj80rjwwdwq826g3fwaam3cft7ed5rs6ktrtluunpkqu5xa8qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv62l49u $AMD to invest $5B in Anthropic.<br/><br/>Anthropic in turn will sign a 2 GW deal to buy AMD’s latest chips, worth tens of billions of dollars.<br/><br/>Looks like they’re copying the $NVDA playbook with Anthropic last year.<br/> <img src="https://pbs.twimg.com/media/HN10_lba0AA6oI0.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2079947242455335379">https://x.com/aleabitoreddit/status/2079947242455335379</a>] 2026-07-22T15:10:40Z https://nostr.ae/nevent1qqsgelez3ke999r9lyj7gn3v59f0a8m40asrkf75g4hnnkhcafagp0qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvcwthy4 Wow, a historic single day recovery.<br/><br/>$SIVEF +30.89%<br/>$IQEF +28.6%<br/>$AEHR +26.53%<br/>$CIFR +17.82%<br/>$NBIS +17.3%<br/>$AAOI +15.6%<br/>$LPK +14.48%<br/>$AXTI +14.12%<br/>$MU +12.54%<br/>$SNDK +12.8%<br/>$SOI +11.1%<br/>$TSEM +10.39%<br/>$LITE +9.25%<br/>$INTC +8.22%<br/>$AMD +8.11%<br/>$MRVL +7.27%<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2079622706572804368">https://x.com/aleabitoreddit/status/2079622706572804368</a>] 2026-07-21T17:41:05Z https://nostr.ae/nevent1qqs9dy7qddnrfsh7z9rhvl3vy3qugszj674wuc0fm2vc20v6dfcdfugzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvc53nxn Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%. <br/><br/>Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+. <br/><br/>Neoclouds from $NBIS to $IREN all up 4%+ premarket. <br/><br/>$INTC to $AMD to $MRVL all up 4%+. <br/><br/>Does the Cramer<br/> <img src="https://pbs.twimg.com/media/HNvL0MvaQAAthkJ.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2079479755481776221">https://x.com/aleabitoreddit/status/2079479755481776221</a>] 2026-07-21T08:13:03Z https://nostr.ae/nevent1qqsvrq9ja3krlq2al02hzgwkl8hjeqthp0694uv89w937menxdveuaqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvt0q22p If you’re curious why $NBIS is up after hours.<br/><br/>$NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.<br/><br/>Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.<br/><br/>But great for<br/> <img src="https://pbs.twimg.com/media/HNs6hJKa0AAqBaA.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2079319999915925938">https://x.com/aleabitoreddit/status/2079319999915925938</a>] 2026-07-20T21:38:14Z https://nostr.ae/nevent1qqsy0q5g72athrzcfwqz4tvck6cw2nsqt8udrr6c07zq3lej7yqw0wqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvnx70dz There’s nothing quite like the scent of more AI capex on a Sunday.<br/><br/>Probably some ways to go if leading frontier models are out of capacity from too much demand.<br/> <img src="https://pbs.twimg.com/media/HNnJq73bkAAUKd6.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078914447180263438">https://x.com/aleabitoreddit/status/2078914447180263438</a>] 2026-07-19T18:46:43Z https://nostr.ae/nevent1qqsps2sluh8u0jsm7yxfw3f2dhmwzvgxqhkknvm5qm68zgty8kjmc3qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvvh6cjr For anyone watching the 25%+ premium in $SKHY versus SK Hynix&#39;s Korean shares:<br/><br/>The ADRs and local shares become convertible on July 29.<br/><br/>Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares. <br/><br/>2.5% currently<br/> <img src="https://pbs.twimg.com/media/HNe9Y99aEAAZg2-.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078338950150959558">https://x.com/aleabitoreddit/status/2078338950150959558</a>] 2026-07-18T04:39:54Z https://nostr.ae/nevent1qqs2vq0m5uhaz44as0a5js0u5npjr9nupy3h660hhukkk3xm03ghzhqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvty89lj Thanks! I’ve always shared personal research and core thoughts for free. Not trying to sell anything or tell others what to do.<br/><br/>And above all, just being transparent about my own returns (win or loss)<br/><br/>Maybe this information democratization upsets some business models…<br/><br/>When<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078283847612186739">https://x.com/aleabitoreddit/status/2078283847612186739</a>] 2026-07-18T01:00:56Z https://nostr.ae/nevent1qqspy0xrvck4aqgsxxv8xc9udg8yqqmftyn5zjm0e8n0ewgrygwf8wqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvczdklc The nice thing about X is seeing cultural differences:<br/><br/>I get a bunch of sidelined European accounts up 2% YTD off bank saving interest.<br/><br/>Coming out of hibernation, and saying all along that investing in $AAOI for photonics or Samsung for memory is considered gambling.<br/><br/>And<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078269277115727900">https://x.com/aleabitoreddit/status/2078269277115727900</a>] 2026-07-18T00:03:02Z https://nostr.ae/nevent1qqs0cgccxnqdkyr5vqk599xjl7255avy8kyvlut4nc3zp2r687py0eczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmva7f7f7 Wow, apparently there’s claims ~3.4% of the adult population in Korea faces liquidation risk?<br/><br/>“As of July 13, over 1.2 million leveraged retail traders&#39; accounts hit margin call lines, with 320,000 to 360,000 accounts force-liquidated by brokers.”<br/><br/>(There were other sources<br/> <img src="https://pbs.twimg.com/media/HNcctXCbcAA5E9i.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078161322769068533">https://x.com/aleabitoreddit/status/2078161322769068533</a>] 2026-07-17T16:54:04Z https://nostr.ae/nevent1qqsyqgxgxm2jd2tgsj6hhdyxy7akfhpv66ej4fxs2gtgf8f90pyk6qgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv09fznw Feels bad, -49.4% drawdown this month after the recent crash.<br/><br/>My portfolio is mainly AI chokepoints and bottlenecks. <br/><br/>In the memory, photonics, robotics, and upstream semis, (on margin) which all tend to be higher beta than others. But reduced leverage recently from the crash.<br/> <img src="https://pbs.twimg.com/media/HNcS5ija8AEhfg7.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078150537074373117">https://x.com/aleabitoreddit/status/2078150537074373117</a>] 2026-07-17T16:11:12Z https://nostr.ae/nevent1qqsfjtn7gx59d9sru9yn94g8p367s0nlzs6mfy28xhnc6jmgvgdx75qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvmthwhx Agreed! It’s nice to remember your thesis during a market crash.<br/><br/>From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC. <br/><br/>Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078130772121399553">https://x.com/aleabitoreddit/status/2078130772121399553</a>] 2026-07-17T14:52:40Z https://nostr.ae/nevent1qqspcy2rv0hrhr9pusfcna27l9vn748y358fzkmuvr705nann2pwmzgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv3uu9qt Agreed! It’s nice to remember your thesis during a market crash.<br/><br/>From my own personal thesis, if $AAOI hits $1.4B quarterly revenue end of H1 2027. Which is annualized $5.6B off a $8B MC. <br/><br/>Is it “over” for the company if that revenue ramp hasn’t even shown up in the quarterly<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2078130620006281636">https://x.com/aleabitoreddit/status/2078130620006281636</a>] 2026-07-17T14:52:04Z https://nostr.ae/nevent1qqsvtc3x3vfq8en20wkuqghr407zlktc4ngpdmkfavz030r6hsd0yfczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvsvpmww My guess is we’re close to market bottom on semis from $INTC to $LITE.<br/><br/>A good indicator is if everyone on $RDDT blew up their portfolios to $0.<br/> <img src="https://pbs.twimg.com/media/HNXGEp8bkAAcdBb.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNXGEp6bQAAeRWq.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNXGEqAbQAAfu12.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNXGEqBbAAAqeQZ.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077784594959725056">https://x.com/aleabitoreddit/status/2077784594959725056</a>] 2026-07-16T15:57:05Z https://nostr.ae/nevent1qqs9a6fz4ek80nn94kn46n704y8yaek0k3n6hypa5lwm5cy62z044zqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvmqn93e Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others):<br/><br/>Using 10% of Win&#39;s wafer capacity as a low-end allocation (65% yield assumption, $50-$75 ASP):<br/><br/>Sivers would support $341-$512M worth of annual array revenue. Given upper<br/> <img src="https://pbs.twimg.com/media/HNWnC6zasAAeC8R.png"> <br/> <img src="https://pbs.twimg.com/media/HNWnH1Ya8AAVTJ4.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077768896061563339">https://x.com/aleabitoreddit/status/2077768896061563339</a>] 2026-07-16T14:54:42Z https://nostr.ae/nevent1qqszg52gwwvpcs3tkrl9wmr3wxj93xcaunzvd45kygrquu72fu2da5qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvxue7f7 Today, $MU announced it signed memory LTAs with $QCOM.<br/><br/>Interesting reaction to see Micron proceeded to drop 5.37% right after.<br/><br/>Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed?<br/><br/>More like the tail<br/> <img src="https://pbs.twimg.com/media/HNWp14pbsAAmMza.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNWp14taoAA94Hi.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077753660592033828">https://x.com/aleabitoreddit/status/2077753660592033828</a>] 2026-07-16T13:54:10Z https://nostr.ae/nevent1qqsry2r29jcz93pyv5cyn5uphypnmxqjjxlmmfv25rgpdcfdd3u0lxczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvdernpz I hope there&#39;s someone at X can fix this subscription bug. <br/><br/>Many people are reporting that subscriptions don&#39;t renew anymore.<br/> <img src="https://pbs.twimg.com/media/HNWe_vEbMAAnCp3.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077741631135191234">https://x.com/aleabitoreddit/status/2077741631135191234</a>] 2026-07-16T13:06:22Z https://nostr.ae/nevent1qqsdjxjernfsd30kzl3n43rphayvyujtmseruaf992eeven8tcdvfjqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvs30fml Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. <br/><br/>There&#39;s $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be:<br/><br/>1. Winbond (2344): ~15% of the SLC NAND market<br/>2. Macronix (2337): ~11% market share<br/>3. SkyHigh<br/> <img src="https://pbs.twimg.com/media/HNPLfNva4AAstTR.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNPMGNHaMAAoVzH.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077228758491386121">https://x.com/aleabitoreddit/status/2077228758491386121</a>] 2026-07-15T03:08:23Z https://nostr.ae/nevent1qqsqktrqlwnvdcjtee0z79v4dwgf7cndd46vwnn7ua223ymujcc6kzczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvd6wys8 $AEHR back up +36.4% today off earnings!<br/><br/>2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer).<br/><br/>Q4 bookings: $60.7M, effective backlog is $100.6M.<br/><br/>- Lead AI<br/> <img src="https://pbs.twimg.com/media/HNO6MxwacAAy0Tv.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNO6MxtbsAAe_-Y.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNO6MyIa0AAdVmc.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077208587005542464">https://x.com/aleabitoreddit/status/2077208587005542464</a>] 2026-07-15T01:48:14Z https://nostr.ae/nevent1qqsruny303knlatzh26zcu4ktwm9pdc9a8mj647y0s9zrpcxpdceggqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvutmxjx $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029.<br/><br/>Reflection also signed a multi-billion dollar agreement with $SPCX earlier. <br/><br/>Interesting to say the least, seeing Nebius drop -5% off the news today. <br/><br/>Also... counterparty to get this done<br/> <img src="https://pbs.twimg.com/media/HNMlOQubcAApEhI.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNMlOP2awAA6Tq7.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077044786402660829">https://x.com/aleabitoreddit/status/2077044786402660829</a>] 2026-07-14T14:57:21Z https://nostr.ae/nevent1qqsykz3ycrdrduth6090hky5x767zget0ax3khvwkdkk9dzq5ch2s5qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvq6397k Two different capacity expansion announcements today across $TSEM and $AAOI.<br/><br/>Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. <br/><br/>Targeting $1.2B net profit,<br/> <img src="https://pbs.twimg.com/media/HNMfVUWaQAIwZkT.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNMfZLEa4AA5VW8.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2077039373711970804">https://x.com/aleabitoreddit/status/2077039373711970804</a>] 2026-07-14T14:35:50Z https://nostr.ae/nevent1qqs9tfmgqel5dj0v794j4kjpa8epa5rp2hughuccsey3z95erks7ptqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvew5fr8 So Jensen himself went out to do damage control with $NVDA delays reports apparently:<br/><br/>1. Jensen Huang said no delays: <br/><br/>- 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay. <br/><br/>- Debunked the rumor that the<br/> <img src="https://pbs.twimg.com/media/HNJwpofaoAAfYqR.png"> <br/> <img src="https://pbs.twimg.com/media/HNJxDQcbsAAQscO.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2076846994614792663">https://x.com/aleabitoreddit/status/2076846994614792663</a>] 2026-07-14T01:51:24Z https://nostr.ae/nevent1qqsgq45ul76xgscnct8pa8vja3u8e0her6pas0hphncnszjx3xf444qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvvsr249 TLDR of Innolight investor relations takeaways:<br/><br/>1. &#34;Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations&#34;<br/><br/>Prob most important takeaway as a whole was 800G demand revision (also longer tail demand).<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2076808331453415674">https://x.com/aleabitoreddit/status/2076808331453415674</a>] 2026-07-13T23:17:46Z https://nostr.ae/nevent1qqstsup0eeu2ph9lv0nvrk83x37tm5vxyczlgnaxngcx7kglr0uxf9qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv6v6l3r Morgan Stanley note on CPO today. Key participants include:<br/><br/>- $SIVE, $COHR, and $LITE in laser supply<br/>- Broadcom and Nvidia in switch platforms<br/>- Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, <br/>- $TSM, $GFS, and $TSEM in silicon photonics<br/> <img src="https://pbs.twimg.com/media/HNIX67ba0AAXstD.jpg"> <br/> <img src="https://pbs.twimg.com/media/HNIX67abgAAk2Qp.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2076748688559587338">https://x.com/aleabitoreddit/status/2076748688559587338</a>] 2026-07-13T19:20:46Z https://nostr.ae/nevent1qqspf7qvx8k0nkqcljww0ce9eytfgx8c4vx3ykfvcd0qptk37fz7wsszyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvrjnx5e Just a semi recap TLDR:<br/><br/>- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term<br/><br/>- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.<br/><br/>- PCB<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2076467953995071881">https://x.com/aleabitoreddit/status/2076467953995071881</a>] 2026-07-13T00:45:13Z https://nostr.ae/nevent1qqsr6cn0u4waj2tvx7ty9ckj6c59l5zz956p4md327lcataumzvxqeqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvxnzck5 Apparently there’s a new popular trend to bearpost trillion dollar companies.<br/><br/>Like $NVDA or $TSM.<br/><br/>By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed.<br/><br/>-&amp;gt; if the company doesn’t respond, stock prices/sentiment<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2076266613675069628">https://x.com/aleabitoreddit/status/2076266613675069628</a>] 2026-07-12T11:25:10Z https://nostr.ae/nevent1qqsyh5mw8w4gn2vjycmn87m47zrceqzcld3cza3d2f6z2k3anqc787gzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv83ajvn Apparently, Korean Beauty was where all the alpha is.<br/><br/>APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC.<br/><br/>Every female I know talks about their &#34;Medicube&#34; stick, then buying products... where you put a whole salmon&#39;s family tree on your face<br/> <img src="https://pbs.twimg.com/media/HM-HoOyagAA04I8.jpg"> <br/> <img src="https://pbs.twimg.com/media/HM-H80DbMAA3wdp.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2076030743655109063">https://x.com/aleabitoreddit/status/2076030743655109063</a>] 2026-07-11T19:47:54Z https://nostr.ae/nevent1qqsvdne6g2jphaha8ujt00jccv8xgx0lsc6s45vn9qymkcrfff7rutqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv3rs3uw Contrarian take, but Sam Altman / OpenAI is doing something right if he&#39;s pissing off every Mag7 like $AAPL. <br/><br/>By building their own ecosystem instead of being sucked into another. <br/><br/>It&#39;s been awhile since $GOOGL, Apple, Microsoft, and others had some genuine disruptors.<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075894311741440041">https://x.com/aleabitoreddit/status/2075894311741440041</a>] 2026-07-11T10:45:46Z https://nostr.ae/nevent1qqsttq9ukhxyxxlsy3ktdddpm2d5ffpwfdd5sshkdte7nu0ey4vpg5qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv2v9965 Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. <br/><br/>In what appears to be an indirect response on B. Riley&#39;s $AAOI sell report regarding optimizations that &#34;flattens networks and cuts transceiver TAM 40-50%&#34;.<br/><br/>Rosenblatt TLDR: They&#39;ve already modeled for this, even though each XPU<br/> <img src="https://pbs.twimg.com/media/HM4os9Jb0AECclK.png"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075645547978084371">https://x.com/aleabitoreddit/status/2075645547978084371</a>] 2026-07-10T18:17:16Z https://nostr.ae/nevent1qqsww8y0r36zcz6mlsn9e2354c9avle02kwc2x54wcq3slk5vluwrwqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvdr7kj9 Rosenblatt on recent optical sector weakness from $AAOI to $LITE:<br/><br/>&#34;Stocks in the Optical sector have traded poorly for the last 1-2 months&#34; due to CPO delay reports and China capacity scares.<br/><br/>&#34;We think short sellers... do not actually strongly believe in the thesis.&#34;<br/><br/>Multiple<br/> <img src="https://pbs.twimg.com/media/HM4heWhbwAEOjmt.png"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075634064518955297">https://x.com/aleabitoreddit/status/2075634064518955297</a>] 2026-07-10T17:31:39Z https://nostr.ae/nevent1qqsfmmhgt37593xjwdurldt4ezfxrqmcrjx80hf9cadm62xq7yaragqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvhv2rd4 Sk Hynix is now trading under $SKHYV!<br/><br/>It&#39;s now up an insane 16%.<br/><br/>I wonder how Sk Hynix over in Korea is going to react on Monday.<br/> <img src="https://pbs.twimg.com/media/HM4MNSFbYAES8t1.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075611260771852590">https://x.com/aleabitoreddit/status/2075611260771852590</a>] 2026-07-10T16:01:02Z https://nostr.ae/nevent1qqs0dtsmly3xlf6cr6kf4km27muz2p3nzqdypckgep654fzpf0p8ryczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv3e96x4 Why do I have this weird feeling the main reason retail is excited SK Hynix NASDAQ listing.<br/><br/>Is because they can do degen option calls instead of individual stock purchases.<br/> <img src="https://pbs.twimg.com/media/HM35pHvbQAAP1XZ.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075590371531493729">https://x.com/aleabitoreddit/status/2075590371531493729</a>] 2026-07-10T14:38:01Z https://nostr.ae/nevent1qqsxdmzs5rwqzy7suhs9xk9wg7kgu9e60p3cjvk5ykp2zzxtcutf6fqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvn9qgq6 Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. <br/><br/>Pairing with Highlanders, a Japanese robotics company.<br/><br/>- Agility $CCXI x Foxconn, Toyota<br/>- Apptronik x $JBL, Mercedes<br/>- Highlanders x Mitsubishi<br/>- Figure × BMW<br/>- Boston Dynamics x Hyundai (subsidiaries)<br/> <img src="https://pbs.twimg.com/media/HM3Wq4laAAIq15z.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075557588159058076">https://x.com/aleabitoreddit/status/2075557588159058076</a>] 2026-07-10T12:27:45Z https://nostr.ae/nevent1qqsfg2w9rjeldqp4fmpk4ac5tv66aw2gmg8wsjm5yj3supk37dvkumgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvlzssf5 The &#34;Mythical Golden Egg Dragon Candle&#34; predicted the $SIVE rally today. <br/><br/>If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later. <br/><br/>Do you guys think it&#39;s time I should sell courses on TA?<br/> <img src="https://pbs.twimg.com/media/HM3MdqGbwAA1N21.jpg"> <br/> <img src="https://pbs.twimg.com/media/HM3MdrPbsAAZZeg.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075539824589860866">https://x.com/aleabitoreddit/status/2075539824589860866</a>] 2026-07-10T11:17:10Z https://nostr.ae/nevent1qqsx4d0vzzsuzcczqnv3x8hqrj2xanwmsyp29s2rcgz22nzwv5aalqczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvnv47sc Yep, it’s interesting to witness retail capitulation.<br/><br/>After we got Bloomberg Meta compute article cleared up by their internal memo. <br/><br/>And the 2 reports on delays were denied by Nvidia. <br/><br/>Both of which caused the selloff in the first place...<br/><br/>So Photonics / Nvidia’s roadmap<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075496116481884524">https://x.com/aleabitoreddit/status/2075496116481884524</a>] 2026-07-10T08:23:29Z https://nostr.ae/nevent1qqsyrflhqyt8zjmdxtpxs7f3gaazswc7unw95t54a8wqjrhcq5mtzpczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv0c8mxw &#34;China is shipping ~90% of the world&#39;s humanoid robots. We cannot keep taking them lightly.&#34;<br/><br/>Elon&#39;s comment: &#34;For now&#34;<br/><br/>Meanwhile, 1X today posts a video of the most advanced humanoid hand.<br/><br/>Looks like the inflection point for American humanoid programs is here?<br/><br/>Both<br/><video controls width="100%" class="max-h-[90vh] bg-neutral-300 dark:bg-zinc-700"><source src="https://video.twimg.com/amplify_video/2075302057356234752/vid/avc1/1280x960/L73Aw27-yvVWGr_D.mp4?tag=28"></video><br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075302956581449892">https://x.com/aleabitoreddit/status/2075302956581449892</a>] 2026-07-09T19:35:56Z https://nostr.ae/nevent1qqsv8xpfevuj0q5mtlcnrqae9w57gytd8p2uusgus0mlf9h6y2udduczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvnn0sn5 Three new $SIVE insider purchases today. <br/><br/>Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today. <br/><br/>This is following the massive drop on Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2075289915697553697">https://x.com/aleabitoreddit/status/2075289915697553697</a>] 2026-07-09T18:44:07Z https://nostr.ae/nevent1qqs9xfnk6xqg04s7rdnew7ul0w7rfdhe6vuqdudmvp7s5gntcunr46czyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvyfp4cs Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5.<br/><br/>That’s much more cost efficient as well… <br/><br/>Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth<br/> <img src="https://pbs.twimg.com/media/HMvOc30aYAARSbY.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMvOc37bwAAKHa8.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMvOc30a4AAYk6c.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074979055410266452">https://x.com/aleabitoreddit/status/2074979055410266452</a>] 2026-07-08T22:08:52Z https://nostr.ae/nevent1qqsf056rfy88dns00nuljazx0cp32ycf5cjra7tnrf3ramn4przq3zczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvjhu9e2 $META to build a new $10B DC in Canada to expand AI capacity.<br/><br/>So much for the media framing of “Meta Compute”as overbuilding and cutting capex.<br/> <img src="https://pbs.twimg.com/media/HMvCXHqaEAAxPzv.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074965761345642660">https://x.com/aleabitoreddit/status/2074965761345642660</a>] 2026-07-08T21:16:03Z https://nostr.ae/nevent1qqspkcgej25ga0lt4vpn9g6d7492p8mnk58qtjwa4reypeavknx3g9gzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv6gftr3 Let’s put it this way:<br/><br/>Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover. <br/><br/>And they end up panic selling after seeing swiggly line TAs and people comparing valuable chokepoints to memes.<br/><br/>I see it as long term ownership over:<br/><br/>- the next<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074951295027568736">https://x.com/aleabitoreddit/status/2074951295027568736</a>] 2026-07-08T20:18:34Z https://nostr.ae/nevent1qqswcgauht6ztptwc7j0c9p6wl0safhscm3d0vvdev66whwnu9dwp8czyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvnpkuv6 Blue Origin reportedly raising $10B at a $130B valuation per NYT.<br/><br/>Seems pretty positive for $RKLB, $ASTS, and other space names in terms of relative valuation anchoring. <br/><br/>If SpaceX and Blue Origin is able to set such high valuations.<br/> <img src="https://pbs.twimg.com/media/HMtNvCIaIAATsrG.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074838397341065516">https://x.com/aleabitoreddit/status/2074838397341065516</a>] 2026-07-08T12:49:57Z https://nostr.ae/nevent1qqsdd252cnccld3xufz0wlcp3c3yrquksrvrqgmc86avsmjguzjezvqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv4jfgqf Trump: “Spain is a terrible partner in NATO. <br/><br/>They don&#39;t participate. They don&#39;t pay. <br/><br/>Cut off all trade with Spain”<br/><br/>Tbh no clue what’s going on anymore…<br/> <img src="https://pbs.twimg.com/media/HMsrADEboAAXTJD.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074799339680202869">https://x.com/aleabitoreddit/status/2074799339680202869</a>] 2026-07-08T10:14:45Z https://nostr.ae/nevent1qqs8dk6efhknrnrufgxec4g69khtwy53008m40e852xgx95sqdzsfnqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvm3qnxw Trump: Memorandum of Understanding with Iran “is over”<br/><br/>“It’s a waste of time dealing with them,” Trump said at the NATO summit.<br/><br/>Always an exciting time with markets.<br/> <img src="https://pbs.twimg.com/media/HMsV34DbcAAUqKI.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074776109074583565">https://x.com/aleabitoreddit/status/2074776109074583565</a>] 2026-07-08T08:42:26Z https://nostr.ae/nevent1qqstq0z4zaz9ec4xrcz0rck2xnpwttk3af3l35yr8ljv32zc6wz9s5szyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv80rhhf Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. <br/><br/>For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out.<br/><br/>Since there were warnings that: <br/><br/>Sensors could<br/> <img src="https://pbs.twimg.com/media/HMpkRPUbUAAbdEx.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074581698604593367">https://x.com/aleabitoreddit/status/2074581698604593367</a>] 2026-07-07T19:49:55Z https://nostr.ae/nevent1qqsyvjntxvt033fvggguxazgv47yh5hg33ss074pf5ppzqtrwwszefczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvf56el3 Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing:<br/><br/>Spokesperson: &#34;Meta is still hungry for even more computing power. <br/><br/>It is still moving forward with plans for expensive new data centers and recently inked major computing deals<br/> <img src="https://pbs.twimg.com/media/HMpXeHybgAAN8N3.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074568161299771394">https://x.com/aleabitoreddit/status/2074568161299771394</a>] 2026-07-07T18:56:07Z https://nostr.ae/nevent1qqsxjfdk2fghtn5vd348k2j2hu30l5vj770vrhlcapf6pl7f73np95czyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvsvafqt This is the average visual TA bro, takes a 50% 50% coinflip: <br/><br/>If it goes the other way, they say &#34;ABC Pattern Invalidated&#34;, should have known... <br/><br/>If they get the coinflip right, they promote their $40/month chart. <br/><br/>-&amp;gt; People drawing swiggly lines over KOSPI mean nothing where<br/> <img src="https://pbs.twimg.com/media/HMo4Ep2boAA5Tda.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074533565505876218">https://x.com/aleabitoreddit/status/2074533565505876218</a>] 2026-07-07T16:38:39Z https://nostr.ae/nevent1qqsr9w9mvj4dcc65wkpw59fxln88ry23uappqlmq27ax5z776nm2qjczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvcr0zqp Just putting it out there:<br/><br/>If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others... <br/><br/>Which are all down -4% to -10%+ today so far. <br/><br/>Probably doesn&#39;t have anything to do with individual fundamentals. <br/><br/>Indiscriminate selloffs from<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074494514061017508">https://x.com/aleabitoreddit/status/2074494514061017508</a>] 2026-07-07T14:03:29Z https://nostr.ae/nevent1qqs2rlg6q4su6hh02ef3cpmqgt29jzfunuh38ysschka8y7ksn3sy3gzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvvsaymp Raymond James initiated coverage of $SPCX with “Strong Buy”.<br/><br/>Giving it a $800 PT, valuing SpaceX at a ~$10T valuation.<br/><br/>No words. Jokes about “institutional” notes for retail write themselves.<br/> <img src="https://pbs.twimg.com/media/HMn8RlnbMAA6q_l.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074466925263061100">https://x.com/aleabitoreddit/status/2074466925263061100</a>] 2026-07-07T12:13:51Z https://nostr.ae/nevent1qqs0qqzpch3p4tdmvtpnn03qpjngzv35c3pg3exzcdxngqz5w0tr0yczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvvddk4u Be Samsung at $1.24T:<br/><br/>&amp;gt; market: we don’t think you can keep hiking memory prices<br/>&amp;gt; proceeds to hikes dram by 20%<br/>&amp;gt; releases earnings<br/>&amp;gt; most profitable company in the world beating $NVDA and $AAPL<br/>&amp;gt; operating profits growing 1803% Y/Y <br/><br/>market: sells off Samsung -7%<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074416685843612031">https://x.com/aleabitoreddit/status/2074416685843612031</a>] 2026-07-07T08:54:13Z https://nostr.ae/nevent1qqsryd8yr7n4mtz60ws5xs2dwt7dtsgwavfs4y2uf8tax0glamaatvczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvw9hc2u One of the dumbest thematic selloffs I’ve seen to to date off:<br/><br/>- $META compute news that’s not new<br/>- CPO delay report 1, that got refuted by $NVDA<br/>- CPO delay report 2, that got refuted by $NVDA<br/><br/>High confidence, institutions will end up going long on the same names they’re<br/> <img src="https://pbs.twimg.com/media/HMnFAjjaIAA5UWL.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMnFAjjbUAAk4hM.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074405723816304743">https://x.com/aleabitoreddit/status/2074405723816304743</a>] 2026-07-07T08:10:39Z https://nostr.ae/nevent1qqsznprtzaxfd79yx3wr20eq8tpx3qjjvaapardyzvdxqtqzzgxrdmczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvxs6dr8 Was a sad few months for $RDDT. But glad it&#39;s finally back above $200. <br/><br/>Reddit was doing:<br/>- $663M revenue w/ 91.5% gross margins<br/>- $204M GAAP net income<br/>- 45%+ fwd Y/Y growth after 69%+ growth.<br/>- Net profit is ~30.7% of revenue<br/><br/>Felt very weird to see a profitable company get<br/> <img src="https://pbs.twimg.com/media/HMkrWFjbUAA2QsW.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074240512593481955">https://x.com/aleabitoreddit/status/2074240512593481955</a>] 2026-07-06T21:14:10Z https://nostr.ae/nevent1qqs2695u4u8zhcds6rwhrh90vxwxejwjy3qu3f5gpuvjp6d7m9240xczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvwt8wh5 It’s interesting to witness psychology around valuation anchoring + scarcity.<br/><br/>Retail, for example, are buying Figure, last valued at ~$39B through CEFs…<br/><br/>At $158B, since it’s private, round 4x valuations. <br/><br/>Then Agility Robotics $CCXI, which has broader commercialization. <br/><br/>Is<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074214669808717906">https://x.com/aleabitoreddit/status/2074214669808717906</a>] 2026-07-06T19:31:28Z https://nostr.ae/nevent1qqs896y2qtjwjczmnsc705zgynkl96dwtg07mcksr4tlmlk5c7va0tqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvp8clrd $NVDA refuting recent Kyber delay claims:<br/><br/>“Our roadmap is intact”.<br/><br/>lol, damage has already been done with stocks in many markets (esp. in Taiwan/Japan/Soutj Korea) crashing after the “report”<br/> <img src="https://pbs.twimg.com/media/HMjuzKxaMAAcC0u.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074170197486039524">https://x.com/aleabitoreddit/status/2074170197486039524</a>] 2026-07-06T16:34:45Z https://nostr.ae/nevent1qqsyye8z6qkxtzzam6mesp4hu5l63d90kuxcredeczkzan9x8v3s0nqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvy78k5t I’d like to give a special thank you to Bloomberg’s piece on $META compute.<br/><br/>As well as the 2 back to back bear posts on CPO delays.<br/><br/>But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run.<br/> <img src="https://pbs.twimg.com/media/HMjWfabbgAE_u8O.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074143469015281953">https://x.com/aleabitoreddit/status/2074143469015281953</a>] 2026-07-06T14:48:33Z https://nostr.ae/nevent1qqs8epw8sjfg4hy2mm6kznvcvnnd8pk75v2kj9xe5n7jhc327ymrwwczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvlfkaxg Wow, $WULF signs a $19B DC lease with Anthropic today. <br/><br/>Probably a very positive tailwind for the Neocloud/Colo sector.<br/> <img src="https://pbs.twimg.com/media/HMi4DFFb0AEdAIz.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074109998544846954">https://x.com/aleabitoreddit/status/2074109998544846954</a>] 2026-07-06T12:35:33Z https://nostr.ae/nevent1qqsp8dufvddtx27ameef2kg3hm7djp4c50evvmfqmh55kmx92pn8x3gzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv6vvzxm Retail: buys memory, optical, upstream semi names.<br/><br/>Media: “retail bubble drives AI meme stock bubble higher”.<br/><br/>Institutions that do the exact same thing, with the exact same names:<br/><br/>Media: “Institutions make record profits by betting on what goes inside AI Server Racks”.<br/> <img src="https://pbs.twimg.com/media/HMiwzqOboAAmOgs.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074102035675570457">https://x.com/aleabitoreddit/status/2074102035675570457</a>] 2026-07-06T12:03:54Z https://nostr.ae/nevent1qqsyve5mqcur3gvzjlgk7u9p60rplc4xwvycs69j676w463kt2j02jqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv97gam5 I find it hard for any bears to defend against this humanoid bull case.<br/> <img src="https://pbs.twimg.com/media/HMiYy4RaYAA58bV.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMiYy4RaQAAwNGs.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074075634851340779">https://x.com/aleabitoreddit/status/2074075634851340779</a>] 2026-07-06T10:19:00Z https://nostr.ae/nevent1qqspmaa056kyv98qtdrxkxg538n7weuve8axshkw5se3xgsygmzucsgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvjmpsjh Kelper upgrades $XFAB to &#34;Buy&#34; citing:<br/><br/>- Melexis demand strengthening “week-after-week, day-after-day” (their lead customer). <br/>- AI giving XFAB a structural growth leg with SiC, GaN, and photonics offsetting auto cyclicality. <br/>- Scarce Western speciality foundries like $SILEX<br/> <img src="https://pbs.twimg.com/media/HMiMDiPaUAAFi2Y.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074063175293809150">https://x.com/aleabitoreddit/status/2074063175293809150</a>] 2026-07-06T09:29:29Z https://nostr.ae/nevent1qqsgjrm0aajej5f052r5zn6fdqwftxmpxuaa35yqzd32jtp0zehcjjgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvh4fppg I personally think $SIVE can be the next $LITE. <br/><br/>In the past few months alone, we&#39;ve seen:<br/><br/>1. Partnerships with O-Net pushing ELS into mass production<br/>2. $JBL 1.6T LRO mass production signals with &#34;relatively dramatic moats&#34; for pluggables using Sivers.<br/>3. $GFS SCALE reference<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074046947434860971">https://x.com/aleabitoreddit/status/2074046947434860971</a>] 2026-07-06T08:25:00Z https://nostr.ae/nevent1qqsqzvm2z5q9jh0j9cq0gnthrzxkqgumpj9te4kk6l5xlduqxug9ljqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv02s5y0 Nomura’s report cites $AXTI and $IQE as the leading players. <br/><br/>Then regarding ASP updates:<br/><br/>- 2in InP substrate price hike 42-76%<br/>- 3in InP substrates price hike 78%<br/>- 2in EML Epiwafer price hike 50-75%<br/>- 3in CW Epiwafer price hike ~40%+<br/>- Prices lower domestically in China as<br/> <img src="https://pbs.twimg.com/media/HMha7xZbAAAbx4J.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMha7xeakAEhUAk.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2074007618046345249">https://x.com/aleabitoreddit/status/2074007618046345249</a>] 2026-07-06T05:48:43Z https://nostr.ae/nevent1qqs2j4uh0g0vryhmj25z3lpecngzlgvv3mzvqw0gu3fw7jdlww2r5cczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv0u6yk2 Came across an interesting report from SVRC Research called &#34;State of Robotics 2026&#34;, published in April. <br/><br/>Which listed:<br/><br/>1. Figure AI <br/>2. Agility Robotics $CCXI<br/>3. Apptronik <br/>4. $TSLA <br/>5. Boston Dynamics<br/>6. Physical Intelligence <br/>7. 1X Technologies<br/>8. $AMZN Robotics<br/>9.<br/> <img src="https://pbs.twimg.com/media/HMfUKWmbgAA1z-j.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMfUKwPboAAARvn.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMfVAZ_a0AA7NwP.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMfZJUgacAAJmfC.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2073867745243127973">https://x.com/aleabitoreddit/status/2073867745243127973</a>] 2026-07-05T20:32:55Z https://nostr.ae/nevent1qqsr9sez7du8k93ktwjcaqy4a2sltf6qxymadgqsm5tf50ttr6c38uqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvmw9dff Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.<br/><br/>Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia.<br/><br/>Guess like a lot of things are stating to make more sense connection wise?<br/><br/>(disclosure: no<br/> <img src="https://pbs.twimg.com/media/HMdHgeqbAAARA1T.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMdHgeqbEAAzBF-.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2073704784398528599">https://x.com/aleabitoreddit/status/2073704784398528599</a>] 2026-07-05T09:45:22Z https://nostr.ae/nevent1qqsxqe9lzzga73k4nya3zjyg8n65wsz0p8qlgqqg000jqnkdf8uecxgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv9h3gct Nikkei - $JD E-Commerce Giant CEO warns &#34;Robots Will Replace 700,000 Delivery Workers&#34;. <br/><br/>Per FT&#39;s earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China&#39;s<br/> <img src="https://pbs.twimg.com/media/HMagGxfaUAAfgHo.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMagnY7bwAAR6au.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2073523410643366242">https://x.com/aleabitoreddit/status/2073523410643366242</a>] 2026-07-04T21:44:39Z https://nostr.ae/nevent1qqsw6f2xcqvxxdwkgr903al8elttsefwhmc3kmw9lj03ww9sjvmxwhqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvlunelu an apple a day keeps the bottleneck away<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2073486870315745406">https://x.com/aleabitoreddit/status/2073486870315745406</a>] 2026-07-04T19:19:28Z https://nostr.ae/nevent1qqsdj9afl8e3kjvqc9uq7hhhh5w3tryw4x0myrn9xcxfkn9a0e9ad0czyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvn8329v UDN Money report &#34;殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手&#34;:<br/><br/>- SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. <br/><br/>- The agency then<br/> <img src="https://pbs.twimg.com/media/HMZtiGFbEAEOPKi.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMZu82IbsAA50r5.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2073467493998555192">https://x.com/aleabitoreddit/status/2073467493998555192</a>] 2026-07-04T18:02:28Z https://nostr.ae/nevent1qqszkqj7pg63w2mwhqn65npt5ewws5pzhrl9psrde7prfqlzd9szmlqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvpc9lw2 Just some public market read through from Chinese private VC markets:<br/><br/>Institutions are pouring funds into physical AI and world models. <br/><br/>1. Large models / LLMs: ~$23.56B<br/>2. AI infrastructure + technical layer: ~$15.74B<br/>3. Embodied intelligence / physical AI: ~$13.36B<br/>4. AIGC<br/> <img src="https://pbs.twimg.com/media/HMTue3zbcAAkdx5.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMTue33awAA0ZW-.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2073044119287722024">https://x.com/aleabitoreddit/status/2073044119287722024</a>] 2026-07-03T14:00:07Z https://nostr.ae/nevent1qqsvq5ldmwt50xpw3v5upew3esqgkvtk5scn42l4r27udwz8zay0gvqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvl3588w Be SemiAnalysis:<br/><br/>- Post a scathing piece on CPO delays + optical company valuations, causing a crash.<br/><br/>Which $NVDA, analyst desks, and major optical companies refuted<br/><br/>- Launch an institutional photonics ETF after optical names dropped 40-60%.<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072936659369517341">https://x.com/aleabitoreddit/status/2072936659369517341</a>] 2026-07-03T06:53:07Z https://nostr.ae/nevent1qqsdh40ggp46mjlh94mx69cxttqeuxp6e77u56dgkvz0tqse6ttz4nczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvl5ff2f SemiAnalysis on $META “overcapacity” and market reactions with $NBIS and others:<br/><br/>“We believe Meta’s datacenter and compute will accelerate”.<br/><br/>“Capex in 2027 will be shockingly high”.<br/><br/>Recent global crash, especially in the photonics sector was stupid… Off misleading narratives<br/> <img src="https://pbs.twimg.com/media/HMSAdMKb0AA6ggb.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072922974345445511">https://x.com/aleabitoreddit/status/2072922974345445511</a>] 2026-07-03T05:58:44Z https://nostr.ae/nevent1qqsxjpqcxn5se6wwavzs855qq5wl7277ynatqzzjlngc0e7tu9jwx5gzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvzg0uzf LeaderDrive (688017) is now at all time highs after hitting a 20% limit up today. <br/><br/>Looks like robotics sector excitement is palpable…<br/><br/>Largely driven by US and China’s frontier humanoid companies with $CCXI / Agility Robotics<br/><br/>As well as Unitree (STAR listing approved today)<br/> <img src="https://pbs.twimg.com/media/HMR4LChaEAAX7rb.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072913865458004014">https://x.com/aleabitoreddit/status/2072913865458004014</a>] 2026-07-03T05:22:33Z https://nostr.ae/nevent1qqsz5hlfuumtemwkxem8nrfkrxd5qfxuchhv50ygwx3eqsyvyesak6czyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvxkjjk2 Lot of misinformation recently about $META.<br/><br/>Recently major journals have been stating <br/><br/>“AI AGENT DEVELOPMENT OVER THE LAST FOUR MONTHS HASN&#39;T &#39;ACCELERATED IN THE WAY WE EXPECTED”<br/><br/>To push some narrative about Meta dropping out of the race or lowered capex:<br/><br/>As Wang clarified:<br/> <img src="https://pbs.twimg.com/media/HMRxrlqbgAAtGY5.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072906728853881251">https://x.com/aleabitoreddit/status/2072906728853881251</a>] 2026-07-03T04:54:11Z https://nostr.ae/nevent1qqsvr8y9jtguwu2gqkmdk9ymvu4pwp8g75f8j5700xx87402x9czgpgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv6ryfh0 $META: upcoming AI model “Watermelon” has caught up to OpenAI’s GPT 5.5.<br/><br/>Wang noted it uses an &#34;order of magnitude&#34; more compute than its predecessor “Avocado”.<br/><br/>Who said they were out of the AI race again?<br/> <img src="https://pbs.twimg.com/media/HMRuL6kboAAXiCw.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMRuL5bbwAApzJ9.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072902886712094919">https://x.com/aleabitoreddit/status/2072902886712094919</a>] 2026-07-03T04:38:55Z https://nostr.ae/nevent1qqsg2jyemygjdm30xlxmzqm9y6azcvnqhxphwhhkrfnjywygaeymkyszyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvsn4eds $AXTI signs 3-year wafer deal with $COHR.<br/><br/>&#34;Coherent will make a prepayment of $22,288,500 to AXT-Tongmei in exchange for a committed supply capacity.&#34;<br/> <img src="https://pbs.twimg.com/media/HMQMOjQacAAQVT5.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072795186263187831">https://x.com/aleabitoreddit/status/2072795186263187831</a>] 2026-07-02T21:30:57Z https://nostr.ae/nevent1qqsxgefj8nddaqh8m5gkxspmdhzgfc2y036cvesxr8q2cg5vqqjv2lqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvv09lkk Does anyone else have this annoying seed planted in their mind too?<br/><br/>Whenever I see $MRVL drop, I get reminded of Jensen’s comment “The next $1T company”.<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072781715916169660">https://x.com/aleabitoreddit/status/2072781715916169660</a>] 2026-07-02T20:37:26Z https://nostr.ae/nevent1qqsyqecxks0mwcqf4ux5zk6flk3r09zlvz70lf0x3t4r5q6n99te9qszyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvwswyy3 Just this hour:<br/><br/>BlueCrest Capital Management and its Billionaire Michael Platt crossed the threshold and disclosed a 5.6% stake in $CCXI.<br/><br/>I knew Agility Robotics would be popular…<br/> <img src="https://pbs.twimg.com/media/HMPxNe9awAAzeVh.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMPxNfBaMAAgv56.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072765527764971642">https://x.com/aleabitoreddit/status/2072765527764971642</a>] 2026-07-02T19:33:06Z https://nostr.ae/nevent1qqsxsufm0a5c995hs3578akawqj0qudpaz4tkpnv55huk36gyjp8s4szyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvlh6w7d Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo. <br/><br/>Personal Rankings:<br/><br/>1. Agility Robotics via $CCXI <br/>2. $TSLA Optimus ($1T+ company)<br/>3. Figure at $39B from 2025, likely higher now.<br/><br/>With Tesla likely taking the lead a year<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072741541404406008">https://x.com/aleabitoreddit/status/2072741541404406008</a>] 2026-07-02T17:57:47Z https://nostr.ae/nevent1qqspf4rtejxgj6lvl4pcfym0wt424yvzz2f4wvnkkwn0e5erzyf6z7qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvav86t8 I just realized Boston Dynamics CEO shared the same sentiment:<br/><br/>“Robotics is next. America’s next 250 years will be built by robots”.<br/><br/>However, currently China accounts for 54%+ of all global robotics deployments.<br/><br/>- calls for Internet scaleable database of physical world (kinda<br/> <img src="https://pbs.twimg.com/media/HMN2BxGb0AA3m1L.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMN2BxIb0AA_jsY.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMN2BxLaYAA3hkI.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072630036600103340">https://x.com/aleabitoreddit/status/2072630036600103340</a>] 2026-07-02T10:34:42Z https://nostr.ae/nevent1qqsdmd4d4s79hl8qxemvkmtja3qm8ysgcta3tf2h6jt7nr66mm6t7tszyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvj0m0cq $IREN founders award themselves $1.14B+ of stock based compensation.<br/><br/>Vesting over 4 years timeframe. This is amid their active $6,000,000,000 ATM.<br/><br/>I’m not going to say anything but I think it speaks for itself.<br/> <img src="https://pbs.twimg.com/media/HMNkKbaakAA-_30.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072610437817078056">https://x.com/aleabitoreddit/status/2072610437817078056</a>] 2026-07-02T09:16:50Z https://nostr.ae/nevent1qqs0me6s5y3ezw0ptyafnx8zmrzpp8rh7cwsg2h4jgjj7wt0gs9umtqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvz0f6a5 Wells Fargo: $META intent to sell excess compute is a positive signal around underlying demand and unit economics of AI.<br/><br/>“Despite this shift, we don’t expect a pullback in Meta’s capex or that overall compute needs are lower”<br/><br/>Regarding Neoclouds: WF thinks it validated the<br/> <img src="https://pbs.twimg.com/media/HMNDfW5aoAAMa3G.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMNDfW-bIAA0cMs.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072574465763111166">https://x.com/aleabitoreddit/status/2072574465763111166</a>] 2026-07-02T06:53:53Z https://nostr.ae/nevent1qqsf7s5nk0xpgrww2vmj37gj6pks3ydhlssapg6qjt4lqs4rm336qhczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvqx7k6q There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”.<br/><br/>This is an “if” they have excess capacity.<br/><br/>And it looks like the opposite right now:<br/><br/>Hyperscalers like $GOOGL are so compute constrained that they had to cut allocations to Meta<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072314906729455876">https://x.com/aleabitoreddit/status/2072314906729455876</a>] 2026-07-01T13:42:30Z https://nostr.ae/nevent1qqsp9dkgva2ngrd4f2w2jmzymg7lnm5fy8w6gz9p32xj9rrq0z4fpuszyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvpmswy8 Basically pre-market right now with the Neoclouds like $NBIS in simpler terms.<br/><br/>Costco: sells $5 chickens.<br/><br/>Walmart: mass buys those rotisserie chickens and sells excess as “Walmart Chickens”.<br/><br/>Stock Market: sells off Costco.<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072307910223532245">https://x.com/aleabitoreddit/status/2072307910223532245</a>] 2026-07-01T13:14:42Z https://nostr.ae/nevent1qqspq7409l5we2e7xpn2r38xagwnnj4kc6pw6wvpj3czef4g89d5y9gzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvkrf7kh Finally, $META to build a Cloud Business to sell excess AI compute per Bloomberg.<br/><br/>Thought Meta should go up against GCP, Azure, and AWS eventually to increase revenue streams. <br/><br/>Meta up 6.65% premarket.<br/> <img src="https://pbs.twimg.com/media/HMJLY9xawAABQkj.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072301677211009426">https://x.com/aleabitoreddit/status/2072301677211009426</a>] 2026-07-01T12:49:56Z https://nostr.ae/nevent1qqsvr0zhar336qs4gqzlwfaq7nrzkn5xgtcdj57rux07md69hmrlg6qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmv9rnw5p This market feels like an ADHD goldfish with a 5 second attention span, trading popular themes. <br/><br/>It&#39;s like markets only care about physical AI and energy right now?<br/><br/>And sold off memory and photonics that are bottlenecked past 2028?<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072242322688057579">https://x.com/aleabitoreddit/status/2072242322688057579</a>] 2026-07-01T08:54:04Z https://nostr.ae/nevent1qqsvck6ts7k93nc7z60c4ujhd3zkq309rw2w0pgtdvy2fq6gz3gkm6qzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvtkne4y $SIVE: &#34;Intent to complete the [NASDAQ] listing process over the next few quarters&#34;<br/><br/>This statement was largely missed by many screeners.<br/><br/>Very material improvement from evaluation, to formal confirmation of timelines.<br/> <img src="https://pbs.twimg.com/media/HMIAe65aYAEpRyA.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072219315760488615">https://x.com/aleabitoreddit/status/2072219315760488615</a>] 2026-07-01T07:22:39Z https://nostr.ae/nevent1qqsxhmwz5qmk2gghdx20mumr3zfsqxkrxm9fhylzfjjz026tk0lu3dczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvqta3hs Just some of the more interesting news I came across recently:<br/><br/>1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.<br/><br/>2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072178393878290789">https://x.com/aleabitoreddit/status/2072178393878290789</a>] 2026-07-01T04:40:02Z https://nostr.ae/nevent1qqspm8se5jqpgcpuxpr4xujz6naeythdntky03hny4rd04y0n9av3wqzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvv58xg3 I told you making the robots look hot might be a bottleneck:<br/><br/>Today, UBTech has now announced its first full-size hyper realistic humanoid robot girlfriend.<br/><br/>For adults only to purchase for only ~$145,717.90.<br/><br/>-&#34;The U1 series emphasizes attractive appearance and is only available<br/> <img src="https://pbs.twimg.com/media/HMHMIlubcAAC55H.jpg"> <br/> <img src="https://pbs.twimg.com/media/HMHMInLaIAANHz-.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072161782005936487">https://x.com/aleabitoreddit/status/2072161782005936487</a>] 2026-07-01T03:34:02Z https://nostr.ae/nevent1qqsfwzdtw5ahtur6scdk4flxs3tx3v7hhyxjse5uw03m0z9ls4wv9fczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvnlyrtu Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors.<br/><br/>The round was “Multiple Times Oversubscribed” and slightly upsided.<br/><br/>Validating immense institutional demand around current market prices.<br/><br/>This raise was specifically for<br/> <img src="https://pbs.twimg.com/media/HMHDdy_acAAYl8h.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2072152226169331776">https://x.com/aleabitoreddit/status/2072152226169331776</a>] 2026-07-01T02:56:04Z https://nostr.ae/nevent1qqsdkkccufnfnpwq9yy2k4hdry2ggv6ejmzm89857yjxzszgd39lqkgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvxujhl8 Yep! Agility Robotics is currently my favorite humanoid/robotics position.<br/><br/>They&#39;re set to be listed on NASDAQ via $CCXI as early as September (per Digitimes).<br/><br/>Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated<br/> <img src="https://pbs.twimg.com/media/HME0psNaUAEjAS2.jpg"> <br/> <img src="https://pbs.twimg.com/media/HME0psOaUAMPef7.jpg"> <br/> <img src="https://pbs.twimg.com/media/HME0psPaUAAXdbQ.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2071995924172394695">https://x.com/aleabitoreddit/status/2071995924172394695</a>] 2026-06-30T16:34:58Z https://nostr.ae/nevent1qqsz5a88qzme6z26c92qfhuhvudg6h5tz2f72syyzjghumxdtr4y7zgzyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvhcr9an I wonder if humanoids is going to spark a new bottleneck/industry for robot cosmetics.<br/><br/>Like a skin bottleneck. Or Aespa KPOP robot makeover as a service.<br/><br/>So if $TSLA Optimus makes tens of millions of humanoids:<br/><br/>Who’s going to make them all look hot?<br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2071977219002613768">https://x.com/aleabitoreddit/status/2071977219002613768</a>] 2026-06-30T15:20:39Z https://nostr.ae/nevent1qqsxqg3h6ku89zn4fxr9yjj7v2tphpgfzjf33xz3f4m8w3rskpy50jczyzp0h7fsszsgl4h45m7y5rpcrfr4m2hs69zuj3zfdzjjxvt56kkmvk9ww8l There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit.<br/><br/>On $CBRS + OpenAI:<br/><br/>- Needs 1-2K tokens/sec so tries to use Cerebras.<br/><br/>- Claims OpenAI reserved all capacity, making waitlist infinite for everyone else not a hyperscaler.<br/><br/>- Stated<br/> <img src="https://pbs.twimg.com/media/HMEVyqRWsAAdtrA.jpg"> <br/><br/>[Source: <a href="https://x.com/aleabitoreddit/status/2071961279380791729">https://x.com/aleabitoreddit/status/2071961279380791729</a>] 2026-06-30T14:17:18Z