@citrini

$VSXY +50% premarket. At the end of last year, we introduced the “Girlfriend Index”. It’s a simple concept - a lot of money is spent by women 18-24 who set trends, but the majority of money in the market is being managed by…well, not women aged 18-24. Our consumer analyst, however, is. And she’s been updating our institutional clients as to the trends emerging in this demographic from firsthand experience. Victoria’s Secret has been her highest conviction holding since we launched GFI in December. And don’t worry if you’re not an institutional client - the girlfriend index is available real-time to all subscribers on https://t.co/H7gJwm1S0t

I’ve sold a lot of AI winners too early, I’m intent on selling very slowly with the agentic utility winners like $BAND $ATEN $SAIL… If the cycle has taught me anything, it’s that a name being up 700% from your entry is absolutely not a reason to sell.

An amazing breakthrough by $RVMD that should see the name rally not just on pancreatic cancer TAM but on the “copy paste” potential for them to use RAS being a druggable target for further things beyond pancreatic cancer. We detailed this dynamic in our 26 Trades for 2026. https://t.co/UVL3uVmc0G

Close to a 4x on $BAND now since we highlighted it in our agentic utilities primer I have been trying to stick with bigger companies but sometimes the small ones are just too compelling. $HLIT looking pretty interesting now too on cOS platform (as AI usage moves from occasional chatbot queries to persistent agents, multimodal streaming, home/work inference traffic, edge devices, automated enterprise workflows, etc etc…broadband networks need more upstream capacity, lower latency, better quality-of-service and cheaper network operations).

Leopold released his 13F and uhh... WHAT IS THIS? Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML Bro turned into Michael Burry However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him. What is happening to Leopold (or what does he think is happening to us)?

Pre-IPO market on @tradexyz has SpaceX at > $2T - considering how accurate this was for $CBRS, @elonmusk is set to be the world’s first trillionaire by a comfortable margin.

RT @OmerCheeema: Further price hikes from Texas Intruments. $TXN Second round of price increase from analog and power companies is happening. https://t.co/YKgLEQVnkX

Further price hikes from Texas Intruments. $TXN Second round of price increase from analog and power companies is happening. https://t.co/YKgLEQVnkX

$SITM after hours now a double from when we removed the paywall on our dual MTSI/SITM thesis (intentional, not dyslexia) and just about a triple from when we published it originally.

In August 2024, our analyst @rennyzucker wrote this section of our optics piece “Can You Hear Me Now?” on RAN with Nokia at $4. In early 2025, Nokia completed its acquisition of Infinera which strengthened its data center optical footprint and is now resulting in favored vendor status for Nvidia’s AI-RAN push. One must be pretty locked in to talk about this while telecom is in a brutal drawdown, hated by nearly everyone and Nokia has traded sideways for more than a decade. We still think $NOK has more than 100% upside from here.

Some really strong results from a pair of our “Agentic Utility” names today ($BAND & $TWLO) - playing the infrastructure angle on AI has been great, but it’s pretty nice to see some mentions of AI driving earnings beats outside of the semis complex. https://t.co/bWl8biW5sq

RT @Anoldoldwooden: Gonna need a bigger boat $INTC https://t.co/rY2itQPmsc

Gonna need a bigger boat $INTC https://t.co/rY2itQPmsc

$NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore? > Optical Networks running on the 800G ZR coherent pluggables from the Infinera deal, sitting directly in the hyperscaler capex cycle. > AI-RAN turning every cell tower into a distributed inference node, what Jensen calls "Robotic AI Radio." > Nvidia took 2.9% at $6.01 in October. Stock has doubled from there. Still only $67B market cap on a business guiding ~50% operating profit growth into 2028. $NOK $NVDA $CIEN

NEW from Hunterbrook Media x @Citrini7: the sleepy Taiwanese semiconductor company Himax appears to be manufacturing critical photonics components for NVIDIA's next-gen co-packaged optics platform. Also: Apple? Full article — and video game! — on $HIMX: https://t.co/dtmViOKIcM