@citrini

$QNT is up 158.3% this week after The Clearing House selected Quant to power its tokenized deposit network, backed by 25 of the largest US banks. https://t.co/FYext6J2WP

$NET $FSLY $META all green on a red day

Interesting $FSLY finding from testing Meta Muse. Through a series of hundreds of tests, it appears that the $FSLY role with Meta Muse is greater than analysts have noted Over the past week, I created several test websites and ran 738 controlled tests to send traffic from Muse agents to my websites I set up analytics on my website, and I was able to track things like IP address, user agent, operating system, etc From the IP addresses, across the 738 tests, Muse sent traffic from: -Cloudflare: 37.0% -Fastly: 29.3% -Meta: 19.4% -AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests Then in other situations, for example when an API is involved or a curl request required, Cloudflare was used in 100% of tests Lastly, when requesting Muse to search the web, Muse split traffic through Fastly, Cloudflare, Meta directly, and AWS

RT @hntrbrkmedia: BREAKING: Google is the unnamed hyperscaler behind Modine’s new $4 billion agreement.  $MOD also has billions in demand across Amazon, Crusoe, and others. Crazy scoop from a codebase that, somehow, ended up on the internet. https://t.co/Al5vHgXJ34

BREAKING: Google is the unnamed hyperscaler behind Modine’s new $4 billion agreement.  $MOD also has billions in demand across Amazon, Crusoe, and others. Crazy scoop from a codebase that, somehow, ended up on the internet. https://t.co/Al5vHgXJ34

$TWST 👀

1) This weekend, we found something weird: $QCOM had hidden HMTL on its website describing a partnership with Anthropic. The problem: It's not real. https://t.co/Qbyfc3iPux

Long $GDDY / Short $WIX ?

NEW: The CEO of an AI giant said again and again: "There is no China supply chain for us." Trade records, satellites, Chinese filings and even its own suppliers in China say otherwise. The truth raises an existential threat to Bloom Energy’s story. Our $BE investigation: https://t.co/rmtbSVWZXh

We’ve done less “In Conversation” articles recently as our audience expressed a preference for more thematic and analytical work. However, I really think there’s a lack of content that involves CEOs simply explaining what it is their company does, how they make money and what their long term vision is. Going back to read this conversation we had with the CEO of $OUST, it’s a really excellent resource for anyone who wants to get the story in their own words (as the stock has had a wildly volatile climb and quadrupled since we originally looked into it). Should we do some more of these sit downs with management?

RT @mzuhair123: Here's my deep dive on the $INTC 18A-P process, and I call it America's 'Crown Jewel'. There's a lot that I talked about, but here are the main sections of the report: - When exactly did 18A-P become a thing? - What’s behind the extra “-P” and why derivatives matter - 18A-P under the hood: PowerVia, Power Boost, and dual-contact architecture - Apple, customer TAM, WPM figures, and CapEx implications - Why Intel is operating one step at a time under Lip-Bu Tan The 18A-P is the process to watch; it's none other. And as always, there's a visualizer as well, showing you how big an improvement the process brings over the base 18A process. Link: https://t.co/GCJd0IjDTh

Here's my deep dive on the $INTC 18A-P process, and I call it America's 'Crown Jewel'. There's a lot that I talked about, but here are the main sections of the report: - When exactly did 18A-P become a thing? - What’s behind the extra “-P” and why derivatives matter - 18A-P under the hood: PowerVia, Power Boost, and dual-contact architecture - Apple, customer TAM, WPM figures, and CapEx implications - Why Intel is operating one step at a time under Lip-Bu Tan The 18A-P is the process to watch; it's none other. And as always, there's a visualizer as well, showing you how big an improvement the process brings over the base 18A process. Link: https://t.co/GCJd0IjDTh

Getty Images signed a multi-year display agreement with OpenAI to bring Getty’s licensed content libraries into ChatGPT search and discovery experiences. $GETY content will appear in visual responses inside ChatGPT. Financial terms were not disclosed. https://t.co/2RfHA7QYOh

$AMD is acquiring MEXT, an AI-driven memory optimization company for data center infrastructure. MEXT’s tech helps make flash storage behave more like DRAM, expanding usable memory capacity while maintaining performance.

$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