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Speaker record

bubble boi - AISO Trace

bubble boi

110 calls

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Score58W·L1·0Win100%

bubble boi

bubble boi

@bubbleboi/guest

Avg-2.6%Win43%

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Top tickers

INTC5 calls

NVDA3 calls

MRVL3 calls

SKHX2 calls

MU2 calls

SKHY1 calls

AEHR1 calls

ORCL1 calls

CBRS1 calls

NPO1 calls

Speaker record

SKHY/long/tweets

SK Hynix owns 58%+ of global HBM supply yet trades at a discount while Nvidia gets all the attention

Everyone wants to beat Nvidia nobody wants to beat SK Hynix?

AEHR/long/tweets

AEHR's order book is driven by advanced packaging for AI, not photonics — the market narrative is wrong, shares are mispriced.

most of the orders weren't for photonics but for advanced packaging !!!

INTC/long/tweets

Intel's foundry revival under Lip-Bu Tan is mispriced; INTC squeezes to $100+ on earnings catalyst.

Intel $100 coming after this earnings call.

ORCL/short/tweets

AI exposes bloated legacy incumbents as leaner AI-native rivals undercut their cost structures and erode their moats.

AI is really only bearish labor for bloated mismanaged incumbents not the entire economy.

Peak+0.8%

NVDA/long/tweets

AI lowers the resource bar, expanding the addressable universe of profitable projects and driving sustained GPU demand.

AI lowers the talent and resources bar substantially leading to more ideas becoming reality.

CBRS/short/tweets

Cerebras Systems faces structural threat from memory innovation that the market and even CBRS itself misunderstands

I still kind of defer to the chip nerds like @bubbleboi on these sort of takes, fwiw I think he hates $CBRS

SKHX/long/tweets

SK Hynix owns the HBM market that actually matters for AI, while commodity DRAM challengers like CXMT stay locked out

the threat to memory prices isn't necessarily increased supply, it's increased innovation lol

Intel's XBM patent validates insatiable AI memory demand, and Micron is the underpriced HBM challenger

many of you are missing the forrest for the trees

INTC/long/tweets

Intel running two parallel HBM alternatives signals a genuine memory comeback that the market hasn't priced in

an Intel patent application was published, revealing its proposed Cross-Batch Memory (XBM), an ultra high-bandwidth memory that offers some significant improvements over the current standard, which could be a direct competitor to HBM4 in the near future

MRVL/long/tweets

AI networking is the under-owned bottleneck for DNN inference scale-out, and Marvell's custom interconnect silicon is the clearest beneficiary.

lots of alpha still left in interconnects and networking

NPO/short/tweets

NPO's Kyber-CPO pump rests on a false premise; once debunked, the narrative catalyst evaporates.

Many saying this is bullish NPO (under the false premise that Kyber uses CPO) again just people pumping basket of stocks.

NVDA/short/tweets

Kyber NVL144 delayed 12+ months to 2028 and NVL72x2 cancelled, exposing Nvidia as a serial over-promiser — NVDA should reprice lower.

Nvidia's motto is over promise and under deliver.

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