@HiCagr / appears on tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets, tweets
No settled calls yet — credibility updates as call horizons resolve.
Intel's 18A yield has risen to 85%, and the company is reportedly securing major orders from NVIDIA, OpenAI, and several other firms.
$AAOI.
The market keeps pricing AAOI like a module assembler riding a demand wave, and that is just wrong. Orders are booked, they own the fab, lasers are in-house, and targeting $471M/month... I mean how can you not be bullish?
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Like I said, I highly doubt we see rate hikes this year. Honestly, could even see a cut.
Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short?
increasing competition from providers with larger GPU capacity could pressure pricing for AI cloud infrastructure company IREN
AI-native website builders are beginning to chip away at Wix's competitive moat by shifting users toward lower-margin AI products
So I am betting that yields are reaffirmed, packaging named, narrative flips.
MU is trading lower today as capital is likely rotating into SK. It's rotation, not a thesis breaker.
A re-rating of the HBM leader resets the comp set for the whole memory complex.
They sold 177.9M ADRs at $149 each, raising $26.5B, the largest US listing by a foreign company in history, topping $BABA. The book was reportedly 7x oversubbed and the stock opened at $170 (14% pop out of the gate).
They are lowballing Intel
PENG NASDAQ.NMS PENGUIN SOLUTIONS INC 85.51 USD x 167 +7.04 +8.97%
Change my mind but I just don't get the market for these glasses.
Well hello there $PENG
If every major buyer of accelerators ends up designing its own inference silicon, $NVDA keeps the training moat (breachable) but watches its customers carve up the inference TAM, and inference is where the volume growth is.
OpenAI unveiled their ASIC, Jalapeño with $AVGO.
CXMT is targeting HBM3 mass production by the end of 2026, reportedly still in qual with yield concerns, while SK, Samsung and Micron are already shipping HBM4 for Rubin.
If every major buyer of accelerators ends up designing its own inference silicon, $NVDA keeps the training moat (breachable) but watches its customers carve up the inference TAM, and inference is where the volume growth is.
OpenAI unveiled their ASIC, Jalapeño with $AVGO. Anthropic is evaluating its own silicon, and now DeepSeek.
serving throughput is memory bandwidth bound, not FLOPS bound.
$AAOI.
the etch not litho is the moat
Supply was cut in 2025 and cannot respond, because every layer generation raises capital intensity/wafer. The deficit is the widest in 15 years.
inference broke the demand curve. Model weights and KV cache want sustained low-latency random reads that rotating media physically cannot supply
I'm Still Long
Meta Compute, a plan to rent Meta's AI compute to outside companies — on-demand GPU clusters, hosted Llama models (and its new closed-weight Muse Spark), and agent tools — reportedly undercutting AWS and Azure by 20-30% on GPU-hours using its own MTIA silicon.
SOX: 12,626.22 — down 5.44% on Thursday and down about 11.4% over two sessions.
a new recurring feature — From the Filings — on what AAOI's fourth-fab 8-K actually says
Zuckerberg raised Meta's 2026 capex guide to $125-145B (from $115-135B), explicitly citing higher component pricing — read: memory
No reach data yet.
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