Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.

Just a random thought: $JBL seems highkey compelling long idea at $38B. Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet. Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough demand. They already have the massive supply chains setup… and took over $INTC pluggable lines. Seems more scalable than $AAOI capex ATMs for laser fabs, if you have $SIVE + tons of different fabs like Win Semi + others mass producing lasers and $JBL doing the rest. So you’re getting that Innolight style setup for free (with US premiums), with an already validated hyperscaler supply chain. Don’t currently have positions, just throwing out a thought for others to do research on. Prob H1 2027 is when everyone starts realizing. Maybe 40% rereating seems plausible? (dont have any open positions, just a thought)

Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking about international companies recently. https://t.co/tZGLrFEGoh

$INTC (June 8, 2026-weekly chart) Let's see if $INTC can survive the recent volatility hole on the weekly chart and spark another surge. The details were highlighted in my weekend post to the community. https://t.co/GSVLFhsFwv

I think my personal style of investing is a bit different, just some reflection: It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life experiences? If you look at $AXTI, $RPI, $SIVE, $IQE and others. Lot of it is guessing on unstructured relationships then seeing if it's right or not down the line. $RPI is the perfect example: 1. Nobody really thought of Raspberry Pis for AI growth. Mainly people bought one or two just for class + education + hobbyist. 2. After OpenClaw, just noticed all my friends and people just buying Apple Mac Minis / RPIs for AI applications. 3. Found validation of that trend online with lot of people sharing video tutorials on AI orchestration with RPI. 4. AI was their ideal perfect growth vector, did some modeling, and thought it was compelling. Earnings comes out and I was right. Everyone in media was calling it a meme stock because there's nothing online that shows revenue growth from AI (was 14% forecasted revenue growth, turned out to be 58%, my projection was around 55%). So it was a mix of guessing next industry trend (AI using lightweight hardware instead of GPU clusters), real life trends, then revenue forecasting off my guess. For stuff like $AXTI: 1. Everyone called it a joke when I bought at ~$12. LLMs would hallucinate and say "hyperscalers/govs would have known about this by now and fixed this vulnerability with InP substrates" 2. Or would conflate very nuanced parts of InP substrate stack, where there's multiple different chokepoints in upstream processing. 3. So part of this was just discretionary based on what I've seen over InP substrate breakdowns, industry trends, etc. 4. Then also guessing the major supercycle was photonics (this was before everyone caught onto $LITE, and others). Or before you saw the $141B TAM projections from GS. 5. AXT owned 40% of InP supply chain, without them the supply chain just gets cripped). 6. All the "analysts" were forecasting steady InP substrate growth, few hundred million TAM, etc. or export controls. 7. Everyone kept trying to say $AXTI was overvalued based on TAM estimates. But if it's a few hundred million TAM you just think that's a joke and go into game theory over allocations. 8. Then I just had to guess, how much would this be worth if it were a NAND style bottleneck, what MC could it reach based on control, how much would hyperscalers price it as, etc. A lot of the current research outputs from Goldman Sachs, or earnings reports from the Epiwafer companies, were confirmed after I published my piece on AXT. If you did research back then, lot of the same material /framing wouldn't have come up. With stuff like $XFAB as you're seeing now, a lot of it is just pure guessing: 1. Not really any CPO materials, how much their MTP process makes in revenue, etc. Everyone online keeps saying they're not a photonics player. 2. But if you go through ASE docs or Gov websites, they all kinda cite XFAB as a major emerging player here. 3. $NVDA also evaluating them right now (maybe it's successful who knows). 4. No clear revenue around this area because their main silicon photonics process is still precommercial, but if you guess it's trying to create a EU supply chain to compete with $TSEM, once pre-commercial shifts to commercial, maybe similar but less volume contracts? 5. Then just seeing updates over the next few months to see if anything confirms this thesis guess. _ I think a lot of information discovery still can be done with LLMs I'm seeing online. But it's also really hard to make a bunch of unstructured inferences based on unrelated material or even just trends you're seeing in real life. So probably better to just do what's standard, eg. do valuation forecasting based on current numbers Stuff like $AAOI, if they're projecting $471m/M h1 2027 and you see MC at $12B, probably undervalued might be a good idea to go long for next years. Stuff like Samsung Electronics is easier, see what people are modeling for operating profits for 2027, 2028 then just seeing if it's undervalued or not at current levels. Maybe something harder is $JBL. I haven't really seen any great volume numbers around 1.6T LRO, but you can just make a guess on how popular that might be then project how that might impact current MCs. Or picking just good names everyone kinda agrees like $TSM, $INTC, $MRVL is also solid. So a lot of things is just building up your life skills then applying that to markets. I don't think it's that can be taught with courses and stuff. Of course, much of what I'm doing is just high conviction inference based on unconnected parts. Could always be wrong.

Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers Idk about $INTC 2030 reports, we’ll see. $TSM CoPoS was 2-3Y was correct though from recent TSM chairman comments. Innolux was interesting beneficiary. $SHMD should be too off TSM but financials were pretty toxic. Same players should appear multiple times, eg innolux + SKC. Also applies to $LPK and upstream equipment seller around these ramps.

Yes, we talked about why aggressive sizing in some stocks is necessary. This is what I’ve learned from the very wealthy in Asia over the past decade through my observations and interactions with them. Without proper position sizing, meaningful wealth creation is almost impossible. Holding just 100 shares in the right stocks — even in names like $AMD, $NVDA, $AVGO, $TSLA, $MU, $MRVL, $ARM, or $INTC — won’t change your lifestyle or retire you. When we’re in the right stocks, we should size up aggressively during big discounts and continue to add when bullish signals flash across the screen. Maybe Cat @cantonmeow will share a chapter on position sizing in his new book. It really takes us 3-4 weeks to fully explain this.

Just some mobile shower thoughts around $XFAB and train of thought: 1. 800vdc $NVDA push look for GaN/SiC players / power semis. 2. $NVTS and other fabless/fab-lite beneficiaries of $NVDA push probably use foundry models 3. care more about Western supply chains over Asia, want to build up Western capabilities + Western premiums. 4 China has a lot of capacity, maybe risk into 2028, but again it’s building up Western supply chains 5. XFAB only high volume SiC foundry in America (others like $ON or Infineon are vertically integrated) 6. advanced 6in SiC, 8in GaN on Si, building out 8in GaN 7. Maybe likely they’re developing 8in SiC from CHIPS backing, just not public material 8. check SiC revenue -> 152% Y/Y growth okay. Probably something markets missed, since blended looks worse from automotive slump, that should come out recovery 9. $NVTS and others turns out to use $XFAB. $POWI cites $XFAB in filings, among others. 10. both are $NVDA power semi explicit partners, great exposure indicator to 800vdc power semi players. 11. US Dpt. of commerce cites $XFAB as only high volume SiC foundry in the US, $50M PMT 12. validation from US Gov about critical component in supply chains is amazing 13. EU CHIPS Act gives $XFAB $128M EU, for foundry (MEMS, AI, etc), okay turns out they’re critical MEMS player 14. So that’s validation from EU gov about critical component in supply chains, dual continent subsidies 15. So now we know $XFAB is a critical MEMS foundry so you get SiC capabilities, GaN development, and MEMS upside 16. they also got $47.6M EU funding for leading Silicon Photonics supply chain in EU. So that’s EU funding on multiple angles. 17. Turns out, I know all the players there from smartphotonics from $GFS deck. 18. $NVDA and $NOK are qualifying them for silicon photonics HVM. I think this is just a government backing angle for success in EU photonics so likely to succeed… kinda like how Us gov encourages everyone to use $INTC. 19. Okay chips act 2 is coming out next week… so they’ll probably get funding there or more revenue commitments 20. 1.28 p/b, now that’s probably just book cost? Likely coming out of $SOI type legacy drag cycle. 21. Did some modeling around actually replacement values, true replacement p/b cost likely ~.5/.7. 22. Getting business for free, while having upside from SiC near term into Silicon Photonics / GaN as main growth past H2 2027. Thoughts: derisked by p/b values + replacement value. maybe like 20% downside from macro. However, critical dual continent importance. So downside risk seems low, but upside is compelling. Lot of capex likely backstopped by upcoming chips act catalyst + national security concerns. Maybe 2.5-4x rerating seems possible/likely. Not a 10-20x, but recovery from depressed valuations from silicon photonics upside with SiC / GaN bridge. TLDR: likely trading lower than replacement value, dual continent subsidies likely subsidize capex. Gov grants shows importance to Western supply chains, photonics longer term upside, SiC/GaN demand likely near term upside and bridge. Don’t control any recent volatility, should shake out anyone not really confident in the thesis though. CHIPS act 2 from EU is coming up, $XFAB was listed in earlier blueprints for optical ecosystem, so should get a boost after that comes out as near term event catalysts. So now is the risk reward seems compelling, we’ll see if this is right or not

To be fair Trump did tell everyone to buy $DELL, multiple times this year. He did go out and buy $1-$5M worth of Dell stock himself after all… But should have seen this coming with Dell blowout earnings. After what happened with $INTC. If you feel like you’re late, there’s a lot of implications to Dell’s upstream suppliers that markets might not have priced in yet.

RT @dannycheng2022: Never underestimate the power of simple charts and the beautify of genuine long term investment—these parabolic stocks are likely to go even higher. $ARM $INTC $AAOI $MRVL $AEHR $SNDK $MU blockstack:native $AMD $AXTI $AVGO I've been charting these outperformers almost daily for months now, whenever I can, to keep my community informed. I’d rather not spend time on laggards — it’s not the best use of either of our time.

Do not sell multi-year breakouts — buy at the breakout! Most retail traders have it completely backward — they sell at multi-year breakouts instead of buying them. In reality, when price finally breaks out after years of consolidation, it often signals the start of a powerful, sustained uptrend with strong momentum. Selling into the breakout means exiting far too early and missing the biggest part of the move. Smart traders or investors do the opposite: they buy the breakout to ride the expansion phase. 1. $BB 2. $EWY 3. $INTC 4. $DELL @cantonmeow @sheslee @tonylee80 @starship_ride @yatchiu226 @chad_ventures @gabz_investing Disclaimer: Not financial advice.

Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via: Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics. I actually personally liked Aeva for 4D AI first. Just so happened to find out Sivers was their high confidence laser supplier for 4D FMCW lidar. So you actually get robotics exposure with photonics while the same CW lasers used for hyperscaler AI DCs. Near term revenue ramp though it's probably $SIVE supplying laser volume ramp for $NVDA self-driving car related architectures though Aeva. Humanoids are probably later in 2028? You can always get more indirect exposure like MU with memory or $INTC with edge CPUs, but of course there's more direct exposure out there. Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.

People keep asking: Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci? And not much with new US ones? It's partly because the list of US stocks I've liked from $INTC to $NBIS hasn't changed. You can always just let the ones you like grow. https://t.co/ostZWjOAAm

When I see comments like this (and there are a lot) from retail investors: I immediately think they lack the technical depth. I'll walk through each one from $SIVE to $LPK: 1. Photonics TAM goes from $14B -> $154B In just two years time, and it's likely going to keep scaling past 2030 as it's the next generation architecture of choice. It's not going away in 1 year. It's not going away in 3 years, which is why $LITE premiums keep going higher since they're backlogged into 2028. $SIVE supplies CW lasers and is highly tethered to CPO and now pluggable transcivers for 1.6T and 3.2... For expected companies like $JBL, Ayar, Lightmatter, Lightelligence, $POET, $MRVL Celestial, and $AMD. This isn't a "trade", it's the core chokepoint and IP holder for the next generation of photonics. And it's a comfortable hold for the next few years as they scale to become the next $LITE. The risk I personally see (since they're already qualified with so many players), it's mainly how much TAM they can capture of the overall optical supercycle. (And potential risks with Win Semi volume ramp, but Win is massive so I can sleep tightly there). As just supplying lasers isn't enough to justify valuation. It's TAM expansion downward into making the entire ELS or entire pluggable transceiver that makes these laser companies so valuable. Then afterward, they can vertically integrating upward for gross margin expansion upward like $COHR into doing the laser fabs or even substrate level. And that in my view is a very asymmetric risk/reward ratio as we've already seen this done with $LITE as they went from $2B to $80B. 2. $LPK - Is the purest exposure, without the messy financials of SKC Absolics, as the next advanced packaging shift for glass substrates. Almost every single major semi company from $INTC to Samsung are adopting glass substrates. $LPK is basically $ASML of this chokepoint, since they supply to ~80% of the global players currently. Yes, there's "trade cycles" for equipment suppliers like $ASML, where if there's more foundry capex, ASML scales up. But if there's downturns, these tend to perform poorly, and don't capture all the volume ramp that happens after. However, if the MC is $650m and they're making $100-200M, revenue per costumer volume ramped, the amount they make from the glass substrate cycle will likely exceed current valuations. And they'll have baseline fundamentals (as more companies adopt the packaging shift), that keeps their valuation up. It's just a waiting game for volume ramp at this point. 3. $AAOI - This is literally $INTC but for America + Photonics. It's like saying Intel is not a long term investment. Guess where all your optical transcivers are made? China. Thailand. Malaysia. If you look at Innolight, Eoptolink, $FN, and others. AOI is building the largest Made in America supply chains for both CW laser fab, as well as 800g, 1.6T assembly. Yes, there are pluggable cycle ups and downs to this as well. There's going to be a wave for 1.6T next year, then CPO cannibalizes pluggables down the road. But since they make the entire supply chain in house, they have extreme optionality for other segments. And like $NVDA older gen-GPUs, there's going to be sovereign DC requirements for older gen pluggables from names like $AAOI. It's likely going to keep rising as it hits that $400m+/month revenue target H2 2026. There's just a lot of different short term volatility along the way like the $600m dilution. 4. $IQE - ??? It's one of the most important players in the Western word for epiwafers. $MTSI went out of their way to pay off IQE's debt because they can't have them going under. $IQE is also supplying to $LITE. The world is currently bottlenecked both on the epiwafer level from Landmark comments and InP substrate levels. Their financials were track but the raw book value, and value they hold to the entire Western supply chain... completely justifies their valuation. And other optical companies will not let their core upstream supply chain go under. As these tens of millions worth of materials would screw up tens of billions worth of downstream products. Again photonics is the next generation architecture required to scale AI. It's not Quantum where it's just "In development". It's literally here and the architecture of choice by $NVDA. I would not be surprised if all of these are a lot higher in 3-4 years time. People who think it's one and done in 3 months time "only because I mentioned it" don't know what they're talking about. Institutions would have bought up the name eventually (like Point 72 on $IQE) and retail would only find out after their valuations are 600% higher. Should really do the research before adding comments like these: These are all forward growth companies that require in-depth supply chain knowledge.

Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK Do you remember all of these anon?

$INTC (May 15, 2026-daily chart) The reliable and accurate buy signals have been highlighted on the daily chart. Trend is always your friend when you are in the right stock. https://t.co/K7RJp8aj5K

$INTC (May 13, 2026-daily chart update) The bullish signals I shared have been highlighted numerous times since the $40 and $70 levels a few months ago, and the uptrend has played out exactly as anticipated. The previous volatility holes on the daily chart have been spot on — perfect reliable buy and accumulation signals every single time. Once price blew past the upper boundary, another rally fired off. A new volatility hole emerged today. Let's see if $INTC can surpass it soon if whale accumulation remains steady and strong.

JUST IN: The Unusual Whales live trading show, WhaleWatch, is Live! Join below to see how traders use our tools, currently covering $INTC pre-news flow 9am - 9:30am: Premarket Pulse 9:30am - 10:30am: Open Waters 10:30am - 11:30am: Flow in Motion https://t.co/9zfHnOoubL

Is it just me… Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently? https://t.co/CWEt5rcusn

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle? Was very popular, even last year… But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD. X feed is just AI bottlenecks now, feel like I helped start a new trend? https://t.co/tj7ykBGMyr

$INTC (May 9, 2026-daily chart update) The four volatility holes on the daily chart have been spot on — perfect reliable buy and accumulation signals every single time. Once price blew past the upper boundary, another rally fired off. Trend is always your friend — especially when you’re in the right stock — instead of trying to trade in and out to miss the long term rally. The bullish signals I shared have been highlighted numerous times since the $40 and $70 levels, and the uptrend has played out exactly as anticipated!

I’ve said this before when $AAOI was $6.49B. Now it’s $11.5B and this is the same story: Basically this is the Optical version of $INTC, where they’re scaling capacity from laser fab to assembly Made in America. Anything they make is likely to be bought out by hyperscalers. Current financials don’t really mater if you look at $1.41B quarterly revenue ramp by mid 2027 projections ($471 x 3) vs current MC. And the overarching 9x TAM curve from GS projections.

$LPK up 80% in the last two weeks. Not too shabby at ~$687M MC? It's probably one of the cleaner ways to play the next Glass Substrate supercycle. 50-100 machines per customer at scale, with "start of 2027 as mass production" across likely $INTC, $GLW, SKC, and others (since they captured ~80% of the major players). Maybe ~€2M average per machine. €400M–€1B+ across just 5 players in 2027 (could be more)? Since they basically supply to everyone as a chokepoint. Off ~67.6% blended gross margins. Seems promising for volume ramp wait time.

Never underestimate the power of simple charts and the beautify of genuine long term investment—these parabolic stocks are likely to go even higher. $ARM $INTC $AAOI $MRVL $AEHR $SNDK $MU blockstack:native $AMD $AXTI $AVGO I've been charting these outperformers almost daily for months now, whenever I can, to keep my community informed. I’d rather not spend time on laggards — it’s not the best use of either of our time.

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

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

People nonstop ask me about $LPKK / $LPK for my opinion Yes, I mentioned they're like a chokepoint for glass core substrates for LIDE (laser induced deep etching) way back when. Biggest known partner is $ONTO (LIDE with Onto metrology for glass core mass production). Then as for market share: "more than 80% of customers among major global players have selected LPKF equipment" for process validation. So that probably includes: - Samsung Electronics/Electro-Mechanics - $INTC (Receives a Major Order from a Leading Chip Manufacturer... installed a first LIDE system at the beginning of 2020... now ordered further LIDE systems to start volume production) - SKC (Absolics) - $GLW, AGC, Schott. - Nippon electric glass. Of course this is evaluation, so that 80% could be lower in actual ramp. As for some personal FWD P/E calculations: - 2027: ~11-12.5x and ~7.8x for 2028, which looks very compelling. - Total Cash: ~€10.0M, debt was around ~€3.0M. debt to equity: ~3.8% So very clean-asset light balance sheet, no dilution overhang like $SHMD. ~$362m MC, conclusion: great upside long imo, hard to see institutions not buying this name down the road. Even if the 80% of players managed to design another way, even a fraction would probably be very material to the MC. It was probably a bit early few months ago, but glass core roadmaps have been speeding up like CPO. Disclosure: I do have positions. This are just my thoughts. People on X did their homework.

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

Don't miss the bullish ticker $INTC.

$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs. Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA) - Probably $AMD here for Instinct MI300/MI400. March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph) - Very likely $INTC has been their lead customer. March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO ) - New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers (All speculative, very confidential BOM) Regardless. This timeline is just bottling up for $AEHR. Could be next earnings. Or two quarters from now. But feels like a matter of time before we see mass orders.

$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron. https://t.co/LBhbVjoKGz