@labubu_trader posted an unverified tracked-account tweet: @gooniciding @AntonLaVay cautious, today's close is too weak below 21d ema

@Kaizen_Investor posted an unverified tracked-account tweet: @red1wj Need to look into this company, will do it tomorrow! I’ll find some time. Thanks for keep recommending it to me.

@Kaizen_Investor posted an unverified tracked-account tweet: Hi Bob, a little time away on X probably won’t hurt. You won’t be able to have fomo to a certain stock. The little thing going on with your family is probably why you daytraded ...

@Frenchie_ posted an unverified tracked-account tweet: Je vais pas te la donner. Ça serait te voler le meilleur qui est la recherche Un seul indice : les actionneurs Trouve ce qui coûte le plus cher à bouger sur un robot, remonte la...

@Frenchie_ posted an unverified tracked-account tweet: 🇰🇷 Jensen Huang a dit que la robotique serait la prochaine grande industrie de Corée du Sud Je pense que ces boites peuvent bénéficier de ce catalyseur

@labubu_trader posted an unverified tracked-account tweet: @AntonLaVay insitituion reads two decimals actually.

@labubu_trader posted an unverified tracked-account tweet: @AntonLaVay inline is good enough, from the bond market, they are already over priced in hot cpi print.

@Frenchie_ posted an unverified tracked-account tweet: @ParadisLabs Its almost self fulfilling prophecies right now It’s pretty much retarded 🤣

@labubu_trader posted an unverified tracked-account tweet: @AntonLaVay actually I think CPI is very likely to be inline with street consensus. But given the negative experience of the last month, bulls are more cautious and hesitate to ...

@ContrarianCurse posted an unverified tracked-account tweet: I think Karpathy bringing AutoResearch to Ant ends up being one of the biggest moments in AI

@ParadisLabs posted an unverified tracked-account tweet mentioning QCOM, NVDA: $QCOM up 6.84% after hours: $NVDA CEO Jensen Huang: "Qualcomm is doing a great job...Buy their stock." How many of you paid attention to my bull thesis?

@ContrarianCurse posted an unverified tracked-account tweet: Ideally you want capex to be linear and operating profits to be an exponential Meta setting up nice to do the opposite! That sucker ain’t 18x. Prob much higher true multiple

@labubu_trader posted an unverified tracked-account tweet: @Z04_A1 Let's wait for two more days

@labubu_trader posted an unverified tracked-account tweet: @diyas_1989 They can't fight Isarel from the very beginning, it's impossible for their ballistic missile to accurately hit the targets in Israel

@labubu_trader posted an unverified tracked-account tweet: RT @diyas_1989: why iran stop retaliate after israel bombs its remaining oil refinery? my 2 cents 1. Iran is a veeeeeery droooooought country, they use underground water to irri...

@labubu_trader posted an unverified tracked-account tweet: @laoliushaokao @AntonLaVay Only the price with enough trading volume is considered as the market consensus. Pre/after or night market is not traded with enough liquidity

@labubu_trader posted an unverified tracked-account tweet: @AntonLaVay Sorry 7395

@labubu_trader posted an unverified tracked-account tweet: @laoliushaokao @AntonLaVay No not night /after market, and also have to check the price at closing.

@labubu_trader posted an unverified tracked-account tweet: RT @labubu_trader: @AntonLaVay You have to be patient to wait until Wednesday . Look at 05/19 how spx fought 10d EMA and failed but recovered in the following session. But after...

@labubu_trader posted an unverified tracked-account tweet: @AntonLaVay One day’s bearish signal could be fake.

@pennycheck posted an unverified tracked-account tweet: @willydotnet lmao tbh i know nothing about hockey just going off what the broadcast and some ppl on the feed are saying about it

@labubu_trader posted an unverified tracked-account tweet: @AntonLaVay You have to be patient to wait until Wednesday . Look at 05/19 how spx fought 10d EMA and failed but recovered in the following session. But after today lost 7400 on...

@ContrarianCurse posted an unverified tracked-account tweet: Cannot knock the success here. Not one bit. But like I said - this is where lack of priors would most definitely help

@revival_trades posted an unverified tracked-account tweet: No investment experience is crazy Leopold literally says he shorted the market during covid in Dwarkesh’s podcast

@crypto_condom posted an unverified tracked-account tweet mentioning LPTH: RT @BussinBiotech: Well this seem highly applicable to $LPTH. Literally reads like it was written for Lightpath specifically.

@pennycheck posted an unverified tracked-account tweet: @fundmyfund please only inform me of such things when its booooooooooooolish my names ty

@pennycheck posted an unverified tracked-account tweet: @demian_ai @CaesarCapitalz 👀

@pennycheck posted an unverified tracked-account tweet: add to that we are having the highest rated NBA playoffs in 30 years + by all accounts the most epic NHL finals in history + all leading into the World Cup + as force function f...

@pennycheck posted an unverified tracked-account tweet: Moved the penguin into my profile pic if you look closely! When I put on the emoji somewhere in the 30s i had a mental target of 60 - and now they we've held that level with imp...

@Frenchie_ posted an unverified tracked-account tweet: @Prenchie_ @HexagoneMarkets T'es mort

@pennycheck posted an unverified tracked-account tweet: @peonyKingOF

@pennycheck posted an unverified tracked-account tweet: @galaxyhq @NicolasFlamelX

@ContrarianCurse posted an unverified tracked-account tweet: The most cost effective scaling vector going forward is through component DENSITY The entire reason to produce a 1MW rack is because the act of bringing everything closer togeth...

@pennycheck posted an unverified tracked-account tweet: interesting note from bofa today...

@jasonschips posted an unverified tracked-account tweet: UHP CW lasers = pricing powahhh

@Kaizen_Investor posted an unverified tracked-account tweet: @hectoribarez76 It’s primary listing is in the UK. I have the British version as well. Via Nasdaq you can access it via an OTC.

@Kaizen_Investor posted an unverified tracked-account tweet: @Frenchie_ @Prenchie_ He looks cooler though

@The_Airmass posted an unverified tracked-account tweet: Show me a single human being who got rich following Bank of America market calls.

@The_Airmass posted an unverified tracked-account tweet: Fuck Bank of America and their bearish bullshit. Max long. 🚀

@Frenchie_ posted an unverified tracked-account tweet: @TheBigBerbowski @Prenchie_ 😂

@jasonschips posted an unverified tracked-account tweet mentioning LITE, COHR, NOK, MRVL, AXTI, AIXA: Besides the obvious $LITE $COHR $NOK $MRVL, InP substrates and MOCVD ($AIXA $AXTI) are actually very underrated beneficiaries here. InP PIC could possibly take up more wafer are...

@pennycheck posted an unverified tracked-account tweet: https://x.com/i/spaces/1NGarrRVEdrJj

@The_Airmass posted an unverified tracked-account tweet: @richardxlin There is no bear case

@The_Airmass posted an unverified tracked-account tweet: @LittGs @PogueThePatriot Yes. Because we will have correction and then other better opportunities from there.

@The_Airmass posted an unverified tracked-account tweet: @PogueThePatriot Yes

@The_Airmass posted an unverified tracked-account tweet: @cbum_sol You are showing symptoms of Low-T

@The_Airmass posted an unverified tracked-account tweet: If you are long AF on Micron like me, just relax and enjoy the ride until end of month. Micron wave 3 is a powerhouse. 🚀🚀🚀

@Kaizen_Investor posted an unverified tracked-account tweet: Filtronic back up 44% after some doomsellers called the stock overvalued. If I have another 10-bagger in portfolio, it is Filtronic. In the center of the whole space communicati...

@pennycheck posted an unverified tracked-account tweet: @UncleSt0nks much appreciate the kind words thank you

@Kaizen_Investor posted an unverified tracked-account tweet: @TheBigBerbowski Congrats man! Only the beginning

@pennycheck posted an unverified tracked-account tweet mentioning SRAD, 25, 23: $SRAD Hallum new PT $25 Needham PT $23 They both correctly highlight the implications of the NBA being absent in this current release Adam Silvers comments at the All-Star Game ...

@ParadisLabs posted an unverified tracked-account tweet: @batman_live2024 I was actually already long a few of these names already! Infineon, Intel, and Corning mainly

@pennycheck posted an unverified tracked-account tweet: @hntrbrkmedia @livermore1923 👀

@ParadisLabs posted an unverified tracked-account tweet: @x062981604645 Ahhh I'm sorry! Just glad I get to share this stuff with you guys to hopefully inspire people!

@Kaizen_Investor posted an unverified tracked-account tweet: @SamRuss60265097 @contrariandesk Need to dig deeper but this is the article

@ParadisLabs posted an unverified tracked-account tweet: @BlackPantherCap Appreciate you BP!

@ParadisLabs posted an unverified tracked-account tweet mentioning 1: @Kaizen_Investor Thanks so much Kaizen! I truly believe anyone can do the same. Even if it's just $1, it all helps in the end!

@Kaizen_Investor posted an unverified tracked-account tweet: @contrariandesk I looked over it, thanks for bringing me up to date. Interesting partnership.

@Globalflows posted an unverified tracked-account tweet: RT @jaymesrosenthal: @elclementine I am with @Globalflows rn irl working on the next phase of the stream… you will be happy

@labubu_trader posted an unverified tracked-account tweet: @168MrZ @168X_Fortune Let me recover from the diarrea first 😂

@jasonschips posted an unverified tracked-account tweet: Starting to see a pattern here.

@labubu_trader posted an unverified tracked-account tweet: @rickawsb indeed!

@Kaizen_Investor posted an unverified tracked-account tweet: @ParadisLabs Man, what an amazing human being are you? Huge respect, thanks for taking care of the ones who are less fortunate.

@Frenchie_ posted an unverified tracked-account tweet: @MatthieuCeronne @petrolanzo Well done

@Globalflows posted an unverified tracked-account tweet: RT @JacobRobinsonJD: America had long been home to the world's best builders. Regulation by enforcement changed that. As @jchervinsky explains in this clip, @HyperliquidX's foun...

@pennycheck posted an unverified tracked-account tweet: one big sweep just hit

@labubu_trader posted an unverified tracked-account tweet: @Zoo2rh I have both amd and INTC

@Frenchie_ posted an unverified tracked-account tweet: @Prenchie_ @KenshiiWCWC Et donc c’est pour ça que tu m’as fait chauve ?

@Frenchie_ posted an unverified tracked-account tweet: @ren_stocks It was a 200iq move 😂

@ParadisLabs posted an unverified tracked-account tweet: Tbh it's more of a redevelopment project instead of a fresh build, lucked out on location vs cost trade off in London. Running costs will be fairly high initially, but have luck...

A tweet claims the Nanya/Rubin rumor is wrong and says checks frame the exposure as client/mobile LPDDR only, not Nvidia Rubin.

A tweet claims Nanya checks around Rubin LPDDR are getting stronger and frames non-Korean supply entering the chain as important.

A tweet claims Nanya checks around Rubin LPDDR are getting stronger and frames non-Korean supply entering the chain as important.

@pennycheck posted an unverified tracked-account tweet mentioning 1B: @elwir101 nothing more fun that watching a complete and total re-rate at the same time the company has a $1B buyback and ceo + insiders buying up shares

@Frenchie_ posted an unverified tracked-account tweet: @KenshiiWCWC C’est une blague j’espère

@ParadisLabs posted an unverified tracked-account tweet: @FundaAI Really appreciate it! Always a pleasure reading your guys' work!

@ParadisLabs posted an unverified tracked-account tweet: @Miru100x Really appreciate all your support, thank you! So glad that I can help and you find my stuff somewhat useful!

@ParadisLabs posted an unverified tracked-account tweet: @halldj00 What's the point in it all if we don't share our successes with others?! So fulfilling being able to help, very grateful that I'm able to, especially with everyone's s...

@ParadisLabs posted an unverified tracked-account tweet: @imzainvest Oh I donate to GOSH a fair bit currently - have a look through my profile and you'll see! They're amazing

@ParadisLabs posted an unverified tracked-account tweet: @michaelsikand Appreciate it sir! P.s. I need you to drop a new YT vid soon!

If a credible non-Intel CPO platform or customer win emerges for AI switches, it challenges the Intel-only CPO winner thesis.

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.

Intel-only CPO winner map depends on packaging bottleneck exclusivity

The Intel CPO bull case in this memory cell depends on CPO being constrained by packaging, thermals, yield, and reliability where EMIB and internal silicon photonics create a differentiated path. Credible non-Intel CPO evidence would challenge the winner map.

HBM scarcity may be challenged by new supply entrants and memory-architecture optimization

The AI memory bull thesis depends partly on sustained HBM scarcity and rising HBM intensity. New supply entrants such as Nanya in Vera Rubin LPDDR, or accelerator designs using more SRAM, could weaken the scarcity premium if confirmed.

Intel / co-packaged optics / AI switches

EMIB may avoid reticle, yield, thermal, and reliability issues tied to large CoWoS-style interposers.; Intel has internal silicon photonics and optical I/O work.; The fixture frames rack-scale CPO as packaging/system integration rather than only waveguides.

provider_test

Created from public unauthenticated tweet webhook ingestion.

verify_public_webhook

Created from public unauthenticated tweet webhook ingestion.

Public CPO Webhook Smoke

Created from public unauthenticated tweet webhook ingestion.

Public Webhook Smoke

Created from public unauthenticated tweet webhook ingestion.

ops_restore

Created from live tweet stream ingestion.

Alias Stream Smoke

Created from live tweet stream ingestion.

Intel CPO stream smoke

Created from live tweet stream ingestion.

smoke_low

Created from manual memory tweet ingestion.

@bubbleboi

No source note.

checks

Created from manual memory tweet ingestion.

@MoneyPrinter0x

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@Saint_Pump

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@based16z

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@jukan05

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@zephyr_z9

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@_10delta_

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@insomniacxbt

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@aleabitoreddit

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@CL207

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@Evan_ss6

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@tetra_gamma

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@slipsliderr

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@lBattleRhino

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@DegenSpartan

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@darran0x

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@alphawifhat

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@JoshuaDeuk

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@hedgedhog7

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@CryptoZer0_

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@labubu_trader

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@pennycheck

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@mkfilko

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@Frenchie_

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@crypto_condom

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@KawzInvests

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@0xMentalIllness

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@revival_trades

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@Globalflows

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@The_Airmass

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@ContrarianCurse

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@jasonschips

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@Kaizen_Investor

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@regardingsemi

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@ParadisLabs

Created from manual memory tweet ingestion.