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Live evidence, stored memory, and possible market implications.
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themes
HBM, LPDDR, DRAM, accelerator-memory intensity, and AI memory supply chains.
StatusactiveHBM / AI Memory is active with 3 meaningful evidence items and 6 memory connections.
Key memory: 2 active HBM/memory conditions and 1 thesis cell.Latest trigger: HBM / AI Memory involving LPTH, SPCX. matched stored memory
Open full theme pageCo-packaged optics, optical I/O, silicon photonics, packaging, and AI rack interconnect.
StatusactiveCPO / Optical I/O is active through weak related; current evidence remains distinct from verified thesis-changing production proof unless primary support appears.
Key memory: 1 condition / 1 thesis cell.CPO evidence type: weak relatedLatest trigger: weak or generic optical chatter related to CPO watchlist.
Open full theme pageAI switch ASICs, Ethernet fabrics, custom silicon, optical networking, and rack-scale network bottlenecks.
StatusquietAI Networking / Switch ASICs is active with 7 meaningful evidence items and 0 memory connections.
Key memory: 1 condition / 1 thesis cell.Latest trigger: CPO / Optical I/O involving BB. matched stored memory
Open full theme pageCoWoS, EMIB, substrates, interposers, chiplets, advanced packaging capacity, yield, and thermals.
StatusquietCoWoS / 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 INTC. matched stored memory
Open full theme pageAI compute infrastructure, accelerators, hyperscaler capex, custom silicon, and supply-chain constraints.
StatusquietAI Infrastructure is active with 1 meaningful evidence item and 0 memory connections.
Key memory: 1 condition / 1 thesis cell.Latest trigger: HBM / AI Memory involving BTC. matched stored memory
Open full theme pagePower, cooling, grid, gas, nuclear, data-center capacity, and AI infrastructure buildout.
StatusquietAI 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.
Open full theme pagePower, cooling, grid, gas, nuclear, data-center capacity, and AI infrastructure buildout.
StatusquietPower 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.
Open full theme pageEnergy infrastructure, nuclear, gas, grid availability, and power scarcity for compute.
StatusquietEnergy / 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.
Open full theme pageAgent platforms, orchestration, inference software, developer tooling, and automation infrastructure.
StatusquietAgentic 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.
Open full theme pageevidence
@idunno2203 Patience 🧘 The same thing will happen for $EOS.AX eveuntually
Shown because it matched stored memoryRT @sephsephsephs: $BB Blackberry’s shareholder structure has changed a bit. Fairfax is no longer the largest shareholder. Welcome @landg_uk group! @fifthdelta going strong as well now third in shareholdings, practically 2nd because blackrock is mainly ETF holdings.
Shown because it matched stored memoryRT @OptimusDelta: @BussinBiotech flagged something important last month; the US Space Force commander publicly listed what's running out for the US space programme. Germanium and infrared sensors made the list. Going deeper on that thread because I think the $LPTH angle is bigger than it looks. The germanium problem Germanium is what goes inside infrared lenses; the things that let satellites, drones and targeting systems see heat. China controls roughly two-thirds of global supply and has been weaponising export ...
Shown because it matched stored memoryRT @solidintel_x: INTEL: IRAN TO ALLOW FREE HORMUZ TRANSIT FOR 60 DAYS UNDER PACT: ACCORDING TO FARS
Shown because it matched stored memoryRT @OptimusDelta: Some fun facts (plus a bit of dot joining and speculation) SpaceX Starlink has 10,000+ satellites in orbit. The vast majority (all satellites launched since 2021) have laser terminals to communicate directly with other satellites. That's well over 9,000 laser links already flying, adding thousands every year. Those terminals need precision lenses to focus the laser beam. $LPTH CEO @skrubin confirmed on earnings call Feb 2026 1. "We already have a strong business in free space optical communicatio...
Shown because it matched stored memory@NicoRicci01 Nothing? Just waiting for $SIVE general meeting to happen.
Shown because it matched stored memoryUr welcome with $IQE
Shown because it matched stored memoryArchive of all previous posts: $IQE vs $SIVE: ?s=46 $IQE vs $AXTI: ?s=46 Calling the bottom: ?s=46 First $IQE post: ?s=46
Shown because it matched stored memory@OptimusDelta Thanks so much bro! I got a lot of flak for switching out my $SIVE for $IQE. But I stuck to my conviction and didn’t waver, glad to see it play out finally
Shown because it matched stored memory@SushantJos39350 I thought so too. 🙈 $IQE is going to become the next cool kid on the block!
Shown because it matched stored memory@ashishj150992 It is listed as $IQEPY and $IQEPF on OTC US markets
Shown because it matched stored memoryWow, $IQE and $TSEM sign a multi year InP epiwafer deal. Remember I told you all IQE was important to Western optical supply chains back at $12? $MTSI had to go out of their way to secure their supply with IQE. Now there’s another critical deal with Tower Semi.
Shown because it matched stored memory@0xHunter_0x50 Intel?
Shown because it matched stored memoryThank you for the micron employees who told me this article is not true. Very happy about that.
Shown because it matched stored memory@crux_capital_ Cien is a buy for me
Shown because it matched stored memoryEnjoy boys $AXTI
Shown because it matched stored memoryBig implications for @lightpathtech given credible evidence of $LPTH X $SPCX from @skrubin
Shown because it matched stored memoryRT @52kskew: $BTC 4H First flip of 4H Trend & early uptrend coloring since $80K Big week
Shown because it matched stored memory$WLD Congrats if you bought :)
Shown because it matched stored memoryRT @MilkRoadAI: Micron is going to be a $4,000 stock and the CEO just told you exactly why in one interview (Save this). Micron is no longer a chip company but rather a America's monopoly on the most strategically critical material in the AI buildout. It's the only western company manufacturing memory at advanced nodes, sitting on $200 billion in committed domestic capex, with every unit of its highest value product already sold. let's start with the supply reality, Mehrotra said Micron can currently meet only 50%...
Shown because it matched stored memory@Joseph363555684 No positions in $WOLF right now, but I’m cheering it on anyway since it’s a core part of American supply chains. Still think financials are a bit toxic, but maybe with more market support + subsidies it will go brrr
Shown because it matched stored memory@hisarchive lol I’m super bullish on my $SIVE position too. > EU macro positive > $LITE + laser group up 4-6% overnight trading from InP bottleneck easing > possible Nasdaq listing timeline announcement today We’ll see what happens.
Shown because it matched stored memoryYep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping. I've actually...
Shown because it matched stored memoryYep, very stupid to be a bear in this market. When Trump is doing everything he can to boost market prices before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude fut...
Shown because it matched stored memorymemory
ideas
No production trade ideas yet. Ideas appear when new evidence collides with stored memory.
research
The trigger suggests potential implications for LightPath due to credible evidence that could challenge Intel's exclusivity in the co-packaged optics market, hence weakening support for Intel as the only winner in this space.
If non-Korea/non-US memory suppliers enter the Vera Rubin supply chain, it may weaken the existing HBM scarcity premium.
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setups
This tells you two possible realities: 1) Rubin (Ultra) ain’t coming out anytime soon. 2) No one saw this coming this fast and didn’t properly design their DC for it. My money is on #1. Feynman makes sense for 800V architecture. Not to shit on all the companies in the space I mean I own a few too but it’s a 2 year ramp minimum, even TI has hinted this by pointing out the need for more WFE capex in order to meet demand.
$NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting . - Delta Electronics (2308), $VRT - Song Chuan Precision (7788) - Schneider Electric, Eaton, Siemens. All flagged as beneficiaries. "Market sources indicate that Nvidia’s Vera Rubin platform and Google’s next-generation AI data centers will be the first to adopt the technology" Source: Commercial Times The power semi trade should be happy to hear this.
@Joseph363555684 No positions in $WOLF right now, but I’m cheering it on anyway since it’s a core part of American supply chains. Still think financials are a bit toxic, but maybe with more market support + subsidies it will go brrr
Yep, very stupid to be a bear in this market. When Trump is doing everything he can to boost market prices before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. A