Market Reader

AI switch ASICs, Ethernet fabrics, custom silicon, optical networking, and rack-scale network bottlenecks.

Statusactive

AI Networking / Switch ASICs is active with 9 meaningful evidence items and 0 memory connections.

Key memory: 1 condition / 1 thesis cell.

Latest trigger: CPO / Optical I/O involving LPTH. matched stored memory

$LPTH $MRVL $NVDA $CIEN $AAOI $ANET $AVGO $LITE

CoWoS, EMIB, substrates, interposers, chiplets, advanced packaging capacity, yield, and thermals.

Statusactive

CoWoS / Advanced Packaging is active through packaging or CPO-adjacent evidence; verify whether it is primary support or social-source only.

Key memory: 1 condition / 1 thesis cell.

Latest trigger: CPO / Optical I/O involving LPTH. matched stored memory

$LPTH $INTC $SPCX $TSM $AMZN $SNDK $SIVE $SIVE

HBM, LPDDR, DRAM, accelerator-memory intensity, and AI memory supply chains.

Statusactive

HBM / AI Memory is active with 3 meaningful evidence items and 3 memory connections.

Key memory: 2 active HBM/memory conditions and 1 thesis cell.

Latest trigger: CPO / Optical I/O involving LPTH. matched stored memory

$LPTH $MRVL $NVDA $CIEN $AAOI $ANET $AVGO $STM

AI compute infrastructure, accelerators, hyperscaler capex, custom silicon, and supply-chain constraints.

Statusquiet

AI Infrastructure is active with 2 meaningful evidence items and 0 memory connections.

Key memory: 1 condition / 1 thesis cell.

Latest trigger: AI Infrastructure involving MRVL, NVDA, CIEN, AAOI. matched stored memory

$MRVL $NVDA $CIEN $AAOI $ANET $AVGO $STM $AMZN

Power, cooling, grid, gas, nuclear, data-center capacity, and AI infrastructure buildout.

Statusquiet

AI Power / Data Centers is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

$BB $NVDA $GOOGL

Power, cooling, grid, gas, nuclear, data-center capacity, and AI infrastructure buildout.

Statusquiet

Power Semiconductors / SiC is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

Energy infrastructure, nuclear, gas, grid availability, and power scarcity for compute.

Statusquiet

Energy / Nuclear / Gas is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

Agent platforms, orchestration, inference software, developer tooling, and automation infrastructure.

Statusquiet

Agentic Software / Infrastructure is quiet in the current live window.

Key memory: no active condition or thesis attached yet.

No meaningful live trigger in this window.

evidence

Important Evidence

Important evidenceUnverified Social

@labubu_trader

@Zachary6519291 Yes, unfortunately it is the case when $SPCX is surging, but I think when the market stops chasing SPCX and its movement gets pinned. Then people would buy $SATS as it's so cheap.

Shown because it matched stored memory

Tickers$SPCX $SATS

Themes

Important evidenceUnverified Social

@labubu_trader

Talked to a few friends and agreed $SPCX’s maximum price might be $230 in the next few months. As a private market investor whose shares are all locked up, I would have to add lots of 6 months put hedges(or butterfly) above $200. Also long $SATS to bet the NAV catch up play.

Shown because it matched stored memory

Tickers$SPCX $SATS

Themesmarket volatility economic growth

Important evidenceUnverified Social

@labubu_trader

@AntonLaVay Oh I see, you meant $SPCX Yes planning to add hedge and also long $SATS to close the valuation gap. SATS should be valued at $220 now given $SPCX’s current price

Shown because it matched stored memory

Tickers$SPCX $SATS

Themesequity markets market outlook

Important evidenceUnverified Social

@crypto_condom

RT @OptimusDelta: $LPTH - A job board tells you everything you need to know about what's happening inside a company. Supply Chain Director Urgent. 10+ years manufacturing supply chain experience required. Responsibilities include "assess supplier stability, manage supply chain risks, implement contingency plans" and "negotiate long-term partnerships." Inbound demand is straining what they can currently source and deliver. G5 Infrared Director of Operations Urgent. Covering thin film production, camera production, ...

Shown because it matched stored memory

Tickers$LPTH

Themesco-packaged optics AI networking advanced packaging CPO winner map AI memory

Important evidenceUnverified Social

@ParadisLabs

$SNDK is up 237% since Citron Capital shorted it. Andrew Left (Citron Capital founder) deserves an extra 25 years on his jail sentence for that alone.

Shown because it matched stored memory

Tickers$SNDK

Themesmarket outlook US equities

Important evidenceUnverified Social

@Frenchie_

@KawzInvests I’m so deep on MRVL

Shown because it matched stored memory

Tickers$MRVL

ThemesAI networking co-packaged optics

Important evidenceUnverified Social

@KawzInvests

$MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share. Matt Murphy on the Q1 call: "We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell's revenue outlook for both fiscal 2027 and fiscal 2028." Q1 revenue came in at $2.418B, up 28% year-over-year. Q2 guided to $2.7B at the midpoint, 35% year-over-year growth. Operating cash flow hit a record $638M in a single quarter. Marvell sits at the physical laye...

Shown because it matched stored memory

Tickers$MRVL $NVDA $CIEN $AAOI $ANET $AVGO

ThemesAI accelerator Vera Rubin supply chain AI networking co-packaged optics optical networking

Important evidenceUnverified Social

@Frenchie_

RT @Frenchie_: Le stack photonique du moment est vraiment en train d’exploser Voici les actions que je possède concernant l’optique et pourquoi : > $LITE Lumentum est l’un des plays les plus directs sur les lasers optiques pour data centers IA. La demande en 800G, 1.6T puis 3.2T pousse les hyperscalers à acheter massivement des composants optiques. Si les clusters IA continuent de grossir, les lasers deviennent un bottleneck. > $CIEN Ciena est le play réseau optique longue distance/data center interconnect Plus le...

Shown because it matched stored memory

Tickers$LITE $CIEN $COHR $MRVL $AAOI $AXTI $IQE

Themesoptical components co-packaged optics AI networking optical networking

Important evidenceUnverified Social

@Frenchie_

L’action la plus intéressante sur PEA ? Pour moi il s’agit de STMielectronics Mais pourquoi le marché commence-t-il à la rerater ? Parce qu’en Europe, il existe un besoin croissant de souveraineté dans : >Les semi-conducteurs >L’IA >La robotique >Le spatial >La défense >Les véhicules électriques Et $STM se retrouve au croisement de tous ces thèmes Son exposition actuelle est délirante : >MCU et microcontrôleurs industriels >Puces automobiles >SiC pour véhicules électriques >Photonique sur silicium >Robotique et ed...

Shown because it matched stored memory

Tickers$STM $NVDA $AMZN $SPCX $QCOM

ThemesAI accelerator Vera Rubin supply chain co-packaged optics AI networking

Important evidenceUnverified Social

@Globalflows

LIVE TALKING ABOUT $SPCX

Shown because it matched stored memory

Tickers$SPCX

Themesequity markets

Important evidenceUnverified Social

@crypto_condom

Good commentary / DD on $ERII 🎯

Shown because it matched stored memory

Tickers$ERII

Themes

Important evidenceUnverified Social

@bubbleboi

RT @IntelJapan: Performance where you need it Delivering power efficiency and performance to accelerate AI at the edge, Intel Xeon 6 SoCs deliver more capacity with fewer cores and include media accelerators to streamline video and content delivery. See why next-generation communications and security can be achieved at the edge. For details, please refer to the reply ⬇️

Shown because it matched stored memory

Tickers$INTC

Themesco-packaged optics advanced packaging AI networking

Important evidenceUnverified Social

@ParadisLabs

$SPCX overtakes $TSM to become the 6th largest company globally at $2.41 trillion. Only 10% to overtake $AMZN ... What an incredibly successful IPO.

Shown because it matched stored memory

Tickers$SPCX $TSM $AMZN

Themesadvanced packaging CoWoS co-packaged optics AI networking

Important evidenceUnverified Social

@Frenchie_

@ren_stocks est il le prochain Serenity ? La première fois qu’on a parlé y’a 3 mois, il avait 250 followers et il était super concentré sur son job Maintenant ses métriques ont vraiment troué le plafond et surtout Le mec a pas été sur un narratif, il a ridé l’ensemble des narratifs et hyper early >Memory +1400% sur $SNDK >Photonics +2900% sur $SIVE >Souveraineté (Intel, Dell) Capter un narratif au bon moment, ça arrive à tout le monde une fois. Les enchaîner, c’est plus de la chance c’est une lecture hyper poussée...

Shown because it matched stored memory

Tickers$SNDK $SIVE $INTC

Themesco-packaged optics advanced packaging AI networking

Important evidenceUnverified Social

@Frenchie_

$SPCX va sur la lune mais sans fusée

Shown because it matched stored memory

Tickers$SPCX

Themesmarket volatility economic growth

Important evidenceUnverified Social

@bubbleboi

RT @intelfabs: Intel just got one of the worst smear jobs I've ever seen. $INTC Smaller M0 pitch doesnt mean better node. Intel 18A isn’t about winning a one-layer pitch screenshot It’s about RibbonFET + PowerVia. PowerVia moves power delivery to the backside, freeing front-side routing and improving cell utilization. Panther Lake is Intel’s first client SoC on that node. SMIC’s metric is interesting, but I hope people will read more than just the title. One local metal pitch doesn’t outweigh transistor architectu...

Shown because it matched stored memory

Tickers$INTC

Themesco-packaged optics advanced packaging AI networking

Important evidenceUnverified Social

@Globalflows

RT @Tentenwiins: HIGHER $PURR

Shown because it matched stored memory

Tickers$PURR

Themes

memory

Memory Connections

Memory connectionSupports

memory

New evidence: @Zachary6519291 Yes, unfortunately it is the case when $SPCX is surging, but I think when the market stops chasing SPCX and its movement gets pinned. Then people would buy $SATS as it's so cheap.
Prior memory: Tweet says: @Zachary6519291 Yes, unfortunately it is the case when $SPCX is surging, but I think when the market stops chasing SPCX and its movement gets pinned. Then people would buy $SATS as it's so cheap.; Bullish Outlook on US Equities
Why it matters: Monitor and verify

Memory connectionSupports

market volatility

New evidence: Talked to a few friends and agreed $SPCX’s maximum price might be $230 in the next few months. As a private market investor whose shares are all locked up, I would have to add lots of 6 months put hedges(or butterfly) above $200. Also long $SATS to bet the NAV catch up play.
Prior memory: Market volatility increases during periods of significant macroeconomic change.; Continued labor market strength supports economic growth.
Why it matters: Monitor and verify

$SPCX $SATS

Memory connectionContradicts

equity markets

New evidence: @AntonLaVay Oh I see, you meant $SPCX Yes planning to add hedge and also long $SATS to close the valuation gap. SATS should be valued at $220 now given $SPCX’s current price
Prior memory: If the correction lasts between 4-8 weeks, then equities could see significant declines.; Tweet says: @AntonLaVay Oh I see, you meant $SPCX Yes planning to add hedge and also long $SATS to close the valuation gap. SATS should be valued at $220 now given $SPCX’s current price
Why it matters: Monitor and verify

Memory connectionActivates

co-packaged optics

New evidence: RT @OptimusDelta: $LPTH - A job board tells you everything you need to know about what's happening inside a company. Supply Chain Director Urgent. 10+ years manufacturing supply chain experience required. Responsibilities include "assess supplier stability, manage supply chain risks, implement contingency plans" and "negotiate long-term partnerships." Inbound demand is straining what they can currently source and deliver. G5 Infrared Director of Operations Urgent. Covering thin film production,
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; CPO bottleneck is packaging, thermals, yield, and reliability at rack scale, not just waveguides.
Why it matters: Review possible trade idea

$LPTH $INTC $TSM $COHR $LITE $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Memory connectionSupports

AI memory

New evidence: RT @OptimusDelta: $LPTH - A job board tells you everything you need to know about what's happening inside a company. Supply Chain Director Urgent. 10+ years manufacturing supply chain experience required. Responsibilities include "assess supplier stability, manage supply chain risks, implement contingency plans" and "negotiate long-term partnerships." Inbound demand is straining what they can currently source and deliver. G5 Infrared Director of Operations Urgent. Covering thin film production,
Prior memory: If non-Korea/non-US memory suppliers such as Nanya enter the Vera Rubin supply chain, the incumbent HBM scarcity premium may weaken.; If TPUs or competing accelerators substitute more SRAM for HBM, expected HBM intensity per unit may fall.
Why it matters: Review possible trade idea

$LPTH $2408.TW

Memory connectionSupports

market outlook

New evidence: $SNDK is up 237% since Citron Capital shorted it. Andrew Left (Citron Capital founder) deserves an extra 25 years on his jail sentence for that alone.
Prior memory: Market volatility increases during periods of significant macroeconomic change.; Continued labor market strength supports economic growth.
Why it matters: Monitor and verify

$SNDK

Memory connectionWeakens

co-packaged optics

New evidence: @KawzInvests I’m so deep on MRVL
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Tweet says: @KawzInvests I’m so deep on MRVL
Why it matters: Monitor and verify

$MRVL $INTC

Memory connectionSupports

co-packaged optics

New evidence: $MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share. Matt Murphy on the Q1 call: "We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell's revenue outlook for both fiscal 2027 and fiscal 2028." Q1 revenue came in at $2.418B, up 28% year-over-year. Q2 guided to $2.7B at the midpoint, 35% year-over-year growth. Operating cash flow hit a record $638M in a single quarter. Marvell sits a
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Tweet says: $MRVL joins the S&P 500 on June 22. It is already up 75% in the past month before a single index fund has bought a share. Matt Murphy on the Q1 call: "We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell's revenue outlook for both fiscal 2027 and fiscal 2028." Q1 revenue came in at $2.418B, up 28% year-over-y
Why it matters: Monitor and verify

$MRVL $NVDA $CIEN

Memory connectionWeakens

co-packaged optics

New evidence: RT @Frenchie_: Le stack photonique du moment est vraiment en train d’exploser Voici les actions que je possède concernant l’optique et pourquoi : > $LITE Lumentum est l’un des plays les plus directs sur les lasers optiques pour data centers IA. La demande en 800G, 1.6T puis 3.2T pousse les hyperscalers à acheter massivement des composants optiques. Si les clusters IA continuent de grossir, les lasers deviennent un bottleneck. > $CIEN Ciena est le play réseau optique longue distance/data center i
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Tweet says: RT @Frenchie_: Le stack photonique du moment est vraiment en train d’exploser Voici les actions que je possède concernant l’optique et pourquoi : > $LITE Lumentum est l’un des plays les plus directs sur les lasers optiques pour data centers IA. La demande en 800G, 1.6T puis 3.2T pousse les hyperscalers à acheter massivement des composants optiques. Si les
Why it matters: Monitor and verify

$LITE $COHR

Memory connectionWeakens

co-packaged optics

New evidence: L’action la plus intéressante sur PEA ? Pour moi il s’agit de STMielectronics Mais pourquoi le marché commence-t-il à la rerater ? Parce qu’en Europe, il existe un besoin croissant de souveraineté dans : >Les semi-conducteurs >L’IA >La robotique >Le spatial >La défense >Les véhicules électriques Et $STM se retrouve au croisement de tous ces thèmes Son exposition actuelle est délirante : >MCU et microcontrôleurs industriels >Puces automobiles >SiC pour véhicules électriques >Photonique sur silici
Prior memory: If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.; Tweet says: L’action la plus intéressante sur PEA ? Pour moi il s’agit de STMielectronics Mais pourquoi le marché commence-t-il à la rerater ? Parce qu’en Europe, il existe un besoin croissant de souveraineté dans : >Les semi-conducteurs >L’IA >La robotique >Le spatial >La défense >Les véhicules électriques Et $STM se retrouve au croisement de tous ces thèmes So
Why it matters: Monitor and verify

$STM $INTC

Memory connectionWeakens

equity markets

New evidence: LIVE TALKING ABOUT $SPCX
Prior memory: If the correction lasts between 4-8 weeks, then equities could see significant declines.; Tweet says: LIVE TALKING ABOUT $SPCX
Why it matters: Monitor and verify

$SPCX

Memory connectionRelated Not Actionable

memory

New evidence: Good commentary / DD on $ERII 🎯
Prior memory: Tweet says: Good commentary / DD on $ERII 🎯; Bullish Outlook on US Equities
Why it matters: No execution action

$ERII

ideas

Possible Trade Ideas

Possible trade ideaNot buy/sell

Non-Intel CPO platform may challenge Intel-only CPO thesis

New trigger: Just as a recap, these were all my core European longs: 1. $SIVE 2. $LPK 3. $SOI 4. $RPI 5. $IQE 6. $ALRIB 7. $XFAB Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO. Embedded in many hyperscaler suppliers from Jabil to Ayar. Should go brrr 2027 but markets are forward looking, so ramps + qualifications should get priced in now. LPK Laser - Glass core substrate "monopoly" with LIDE. "More than 80% of major global players have selected o
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: True CPO or just NPO/pluggable optics?; Integrated near switch ASIC/XPU?; Named customer or hyperscaler?

$SIVE $LPK $SOI $RPI $IQE $XFAB $ALRIB $INTC $TSM $COHR $LITE $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Possible trade ideaNot buy/sell

Non-Intel CPO platform may challenge Intel-only CPO thesis

Prior memory framed Intel as the only credible rack-scale CPO winner. If this new evidence is true co-packaged optics around AI switches or adjacent compute integration, it may widen the winner map beyond Intel and create a memory collision worth reviewing. Clarification on 2026-06-15 says the claim may be pluggable optics rather than true co-packaged optics, which weakens the earlier idea until stronger proof appears.

New trigger: $SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: True CPO or just NPO/pluggable optics?; Integrated near switch ASIC/XPU?; Named customer or hyperscaler?

$JBL $NVDA $GFS $AMD $POET $LITE $INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $LWLG

Possible trade ideaNot buy/sell

Alternative packaging path may shift the CPO bottleneck

The new evidence is not full CPO proof yet, but it suggests the bottleneck may move from pure optical components toward packaging process innovation outside the Intel-only path. That could eventually change the winner map if paired with real customer deployment.

New trigger: RT @OptimusDelta: $LPTH - A job board tells you everything you need to know about what's happening inside a company. Supply Chain Director Urgent. 10+ years manufacturing supply chain experience required. Responsibilities include "assess supplier stability, manage supply chain risks, implement contingency plans" and "negotiate long-term partnerships." Inbound demand is straining what they can currently source and deliver. G5 Infrared Director of Operations Urgent. Covering thin film production,
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: Does the packaging path actually solve rack-scale thermal, reliability, or reticle limits?; Is the technology tied to co-packaged optics for AI switches or only a packaging process announcement?; Which switch ASIC, customer, or partner would prove this matters commercially?

$LPTH $INTC $TSM $COHR $LITE $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Possible trade ideaNot buy/sell

Earlier CPO challenge may weaken on pluggable clarification

The new evidence clarifies that the claimed product may be pluggable or linear-pluggable optics rather than true co-packaged optics. That weakens the earlier new-entrant idea and keeps the Intel-only CPO thesis alive unless stronger contrary evidence appears.

New trigger: Ayar started off multi-sourcing with $MTSI and $LITE. Then removed them from their website and likely made $SIVE primary source (likely for first gen). It's every hyperscaler supplier intention to multi-source, there's nothing material being added there. Ayar is one of the bigger CPO players, but if CPO mapping is correct more revenue should come from $MRVL Celestial, maybe Lightmatter/Lightelligence. Ayar is also just one customer of many... This is not even including $JBL + other pluggable pla
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: Is the product physically co-packaged with the switch ASIC or only pluggable optics?; Was earlier CPO language marketing shorthand rather than package-level architecture?; Is there any named customer, production, or thermal/yield proof left after the clarification?

$MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $INTC $TSM $COHR $AVGO $ANET $CIEN $NOK $POET $LWLG

Possible trade ideaNot buy/sell

Optical component supplier discussion may be relevant to CPO watchlist

The new evidence is CPO-adjacent ecosystem or component chatter. It can matter for the CPO watchlist, but it does not yet prove a non-Intel true co-packaged optics platform that challenges the stored Intel-only thesis.

New trigger: $IQE & $TSEM enter a multi-year InP epiwafer supply agreement. Do you understand how f*cking huge this is for IQE? -> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap. -> Confirms IQE as a qualified, non-Chinese InP epiwafer source. -> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors. Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents. So this Tower agreement
Prior memory: Intel (INTC) sole-winner claim for co-packaged optics / AI switches
Verify next: Is this true co-packaged optics or only optical components, pluggables, lab work, or ecosystem chatter?; Is there package-level integration near a switch ASIC or XPU?; Is there named customer, sampling, production, reliability, or thermal/yield proof?

$IQE $TSEM $LITE $MTSI $TSEM.$INTC $TSM $COHR $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Open question Add research

research

Needs Verification

Needs verificationnormal

Verify memory activation before treating it as a trading signal.

Claim indicates that if memory demand becomes structural, it could impact major incumbents, potentially activating the thesis surrounding HBM scarcity decline.

$MU

Needs verificationnormal

Verify memory connection / trade idea candidate before treating it as actionable.

co-packaged optics AI networking advanced packaging CPO winner map $MTSI $LITE $SIVE $MRVL $JBL $AAOI $AEHR $INTC $TSM $COHR $AVGO $ANET $CIEN $NOK $POET $LWLG

Open question Add research

Telegram Alerts Sent

Execution Signalsent

memory

tweet_only/unverified_social

Execution Signalsent

market volatility

tweet_only/unverified_social

$SPCX $SATS

Execution Signalsent

equity markets

tweet_only/unverified_social

Trade Idea Candidatesent

co-packaged optics

tweet_only/unverified_social

$LPTH $INTC $TSM $COHR $LITE $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Long Watchsent

AI memory

tweet_only/unverified_social

$LPTH $2408.TW

Execution Signalsent

market outlook

tweet_only/unverified_social

$SNDK

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$MRVL $INTC

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$MRVL $NVDA $CIEN

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$LITE $COHR

Long Watchsent

co-packaged optics

tweet_only/unverified_social

$STM $INTC

Execution Signalsent

equity markets

tweet_only/unverified_social

$SPCX

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$INTC

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$SPCX $TSM $AMZN $INTC

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$INTC $SNDK $SIVE

Execution Signalsent

market volatility

tweet_only/unverified_social

$SPCX

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$INTC

Execution Signalsent

memory

tweet_only/unverified_social

$PURR

Execution Signalsent

market outlook

tweet_only/unverified_social

$IQE $MTSI $TSEM

Short Watchsent

equity markets

tweet_only/unverified_social

$MRLN $IQE $BRUN

Trade Idea Candidatesent

co-packaged optics

tweet_only/unverified_social

$SIVE $LPK $SOI $RPI $IQE $XFAB $ALRIB $INTC $TSM $COHR $LITE $MRVL $AVGO $ANET $CIEN $NOK $POET $LWLG

Execution Signalsent

co-packaged optics

tweet_only/unverified_social

$INTC $TSM

Execution Signalsent

memory

tweet_only/unverified_social

$XFAB

Execution Signalsent

memory

tweet_only/unverified_social

$IQE

Execution Signalsent

memory

tweet_only/unverified_social

$RPI

Execution Signalsent

memory

tweet_only/unverified_social

$SOI

setups

Watchlist / Execution Setups

Execution setupShort

FISV, INTC

Merchant acquirers are the new comm equipment. Just don't. At any price. Save yourself the brain damage $FISV maybe they should change their ticker again

Execution setupRisk

INTC

$SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and pluggable/CPO/NPO deployments. That hyperscalers like $AMD and others use, at current valuations. Even $POET buys $SIVE lasers and Poet is about the same valuation just off having one $50m purchase agreement. Amount of hyperscaler

Execution setupLong

STM, INTC

Execution setupLong

LPTH, 2408.TW

Execution setupLong

NVIDIA

RT @hansolar21: Key events I’m watching into the end of June Mon–Wed: Sam Altman and Dario Amodei expected to join G7 AI discussions Tue–Wed: FOMC Tue–Thu: Jensen Huang speaking at GTC Paris Thu: Quad witching Fri: US Market holiday Next Mon: $MRVL joins S&P 500, $NBIS + $CRWV join Nasdaq-100 Next Wed: $Nvidia shareholder meeting Next week: Micron earnings Also watching the MSTR complex: $STRC’s last monthly dividend cycle hits this month, with semi-monthly dividends starting after June 30. Gonn

Execution setupShort

MRLN, IQE, BRUN

$MRLN Suddenly this name is not interesting anymore because of lacklustre price action. I admit, my position is bleeding now. The thesis has not changed and has in fact gotten materially better with the news that it announced 2 weeks back. I have been slowly accumulating shares around the $6.50 - $7.50 level, with more buys at $6.50 as it bounced there previously. It's only a matter of time imo. This the next one after $IQE. Many catalysts lying ahead of this company. Credits to @ShawarmaCapital

Execution setupShort

AMPG

subs ------------------------ $AMPG, if it cant hold $8, expect $7.15. I will be buying the dip there.