Looks like one of you posted on $RDDT WSB… with a $1M $AAOI position. I’m laughing at the comments, even more amusing when my name pops up Might still be early if people think there’s “no moat” in lasers and that AOI makes no money. (wait and see Q2 2027) https://t.co/vG6Zl4LZHf

The internet is now cooked soon? With $RDDT to other social media like X more at risk due to AI. You can have new decision models like Jev making autonomous computer interaction at near $0 cost. (With actions becoming more human-like/adapative) Then LLMs outputs influencing behavior or leading conversations. So at scale, a malicious actor can spawn 50,000,000 bots just roaming the internet, with LLM prompts convincing people + manufacturing public opinion. The main bottleneck would be phone number, IP, account age, maybe hardware for compute + device identifiers (which is extremely cheap still)… rather than LLM cost. I’ve already anecdotally seen short sellers use AI bots to spread negative misinformation about companies like $SIVE. Or bots market ____ account as the best one to follow in the comments. Or as seen with X uncovering 200+ bots manipulating debate about datacenter public opinion. But the scale might be exponentially worse soon. Scary to think about.

$MU: goes from $133B -> $1T+ in a year. $RDDT after a 2-month correction: "Garbage stock" https://t.co/HlIXwJ7ZdB

Apparently, $RDDT thinks $MRVL had two major catalysts recently: The $12.2B Google TPU ecosystem agreement. And… Spider-Man: “Brand New Day” https://t.co/qmUvJqjcpo

$RDDT ER in a nutshell: Revenue: $804.9M vs. $730.4M (expected). EPS: $1.25 vs. ~$0.95. Net income: $252.8M vs. $196.5M Q3 guidance: Revenue: $860–870M vs. 829.1M Adjusted EBITDA: $385-395M vs. $369M Blowout financials, market always like to explain the drop 22.6% off some new BS narrative. Last quarter: "AI will disrupt Reddit causing revenue loss!" This quarter: "See, DAU fell .6%!" (proceeds to ignore any revenue/profitability growth)

My guess is we’re close to market bottom on semis from $INTC to $LITE. A good indicator is if everyone on $RDDT blew up their portfolios to $0. https://t.co/X1m9Yv1JuX

Was a sad few months for $RDDT. But glad it's finally back above $200. Reddit was doing: - $663M revenue w/ 91.5% gross margins - $204M GAAP net income - 45%+ fwd Y/Y growth after 69%+ growth. - Net profit is ~30.7% of revenue Felt very weird to see a profitable company get dragged down after earnings. But in hindsight, given the increase hyperscaler capex, the drop felt more like it's more relative opportunity cost more than fundamentals? Since a lot of inflow poured into $MU / Sk Hynix that are bottlenecked into 2029. Or with laser bottlenecks like $LITE that last into 2029 as well. Same thing happens in reverse after selloffs ig, even if fundamentals didn't change. Been seeing a lot of noise with memory optimization or Chinese players... but don't quite think you sign 16T+ LTAs if memory was getting flooded or not used anytime soon. Same with optical players... if in earnings, they state anything they make gets bought, I don't quite think a lot of the noise has material effect on their fundamentals. Regardless, nice to see some recovery with familiar faces like $HOOD, $HIMS, and $RDDT though.

There was a pretty funny anecdotal complaint from the Machine Learning $RDDT subreddit. On $CBRS + OpenAI: - Needs 1-2K tokens/sec so tries to use Cerebras. - Claims OpenAI reserved all capacity, making waitlist infinite for everyone else not a hyperscaler. - Stated alternatives with Groq’s API not accessible to them Feels bad. But it does show how few players / limited capacity there is for fast inference.

I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious foreign accounts, sending coercive messages the moment I mention a foreign ticker If I hold an opinion about a stock, I'd prefer not to have anyone show up on the street with a knife at night since it's safety risk at this point... Never felt like I'd have to take that into consideration for holding an opinion. 2. Egregious media narratives - Lot of outlets try to dismiss my ideas like $RPI or $SIVE as "meme stocks" or me as "meme trader" when I talk about supply chain chokepoints or fundamental catalysts to revenue due to AI. Without ever covering the core ideas or hyperscaler mapping I've done. I let success validate my ideas, but it's annoying when they can just pretend their claims like "___ will imminently crash as a fact" which ends up not happening. Or that "___" is just a retail meme stock without mentioning $JBL, Ayar, $GFS or others for CPO scale up or pluggables. I'm grateful to some outlets, like in Belgium for $XFAB coverage, but many others try and paint their own narrative rather than covering a very nuanced thesis objectively. - When I mention a ticker in a foreign market, some try to frame me as some "adversarial account"! I'm just sharing ideas, and I'll always disclose positions/financial interest if I have them. If I say I have none, they just make up some narrative that I'm some foreign institution or random group inside their country that does. Some have even tried hilariously forging screenshots of me to harm my reputation, which was annoying to deal with. Since it's easier to textedit a photo and spread it around than it is to dispel disinformation. Lot of institutions know me personally by now. I just don't go broadcasting my identity to random people in the media/public, since personal security gets expensive and I just want to live about my day. 3. Endless X bot spam - I have endless hundreds of comments a day trying to link external communities pretending they're me. I manually delete, and block thousands of these accounts, sometimes hit regular people by accident. And it's extremely exhausting to the point my fingers cramp certain days. Even if I give the most blatant warnings in bio, people still get scammed and think it's me. Then I get blamed for it too. I actually had a conversation where someone asked if a scammer was me. I said no verbatim, then they double checked like 2-3 more times because they didn't believe I said no because someone had the same username on another scam platform. In another world, maybe we'll get automod type tools. But until then, it's mentally exhausting dealing with all of this. But I do so anyways since I don't want my followers to get scammed. 4. Endless engagement baiting - I have tons of people making up fake stuff about me, tagging me in posts, randomly bashing my ideas while missing any technical nuance in order to get me to comment or farm views. It's a catch 22 since the moment I reply, they get a lot of views, which was their goal. And if I don't reply it just looks like I'm avoiding something (which is not true). I'm very transparent, I always try and entertain people who disagree first. But when it gets into personal attacks or leading questions/disinformation rather than substance then I don't engage. It's a little sad though when people I've interacted with end up caring more about engagement over relationships down the road. 5. People missing the nuance - I share ideas pretty often and I always maintain I don't want people to copytrade or blindly follow, which is why I haven't set up any copytrading apps. Before it was just posting with a few $RDDT friends on ideas like $AXTI, $NBIS, or $ALAB, and people were more knowledgeable traders. Then seeing if markets validate my guesses like with InP substrate bottlenecks. But because many turned out directionally right, to the point it became a central talking point between China/US trade relations, lot of random folks started to follow my account last few months. But many of them miss nuances with float dilution, or material updates along the way such as rate hikes, and I get blamed if a thesis changes. Now since there's so many random people, even if I share an idea about $CBRS last Friday. At market open I had people panicking over a 2% drop, asking me if I did something to a $44B+ company, even if it went up 20%+ today. Now I have compliance review for posts, which delays things a lot but makes sure people don't get the wrong idea. And I have to be careful about my timing, so I post new ideas when markets close. Before, it was just sharing ideas the moment I had them during lunch or in the shower, so this is becoming a headache. 6. I post my core ideas for free. And I've always said this from the start. I actually made my subscribers chat literally by accident, and set the bare minimum amount on purpose since I didn't want to take people's money. But kept it so I could avoid the bots and not spam the main timeline with random thoughts/scrapped research. I think me becoming the #1 most subscribed to person on X was literally by accident. But lot of weird narratives out there when media or others don't believe that I just genuinely want to share my ideas for free. And that people shouldn't need to pay $300 in a paywalled community to see them. _ Not sure if people want to read it all, but just some things I've gone through. It's not as much fun at higher numbers and it would be nice to go back to when I was smaller. Regardless, I'd rather not turn this into a job, or make it feel like one. Will probably take a break when I hit 1M as a milestone and do something else that will help out the community like sharing my research pipelines and such. Think a lot of my friends at 10-50K follower counts, seem to experience some of these issues too. But problems get magnified a lot at this level. I never needed the X creator fees or anything, just wanted to share ideas for fun if people wanted to listen. And didn't expect any popularity, but it's nice to see that people find my ideas compelling.

The $WEN meme traders made it to Global Media from Japan to US! The burger fast food chain is now up ~50%, which is pretty impressive. Feels bad to be sidelined and see my AI memory/optical portfolio perform worse than a $RDDT memestock tho. Did anyone take positions? https://t.co/hM0RhWh21c

I find it interesting that the degens on $RDDT are starting a viral campaign to save Wendy’s ( $WEN ). The US fast food burger chain. And the stock price is now up 20% overnight. Just for background: Wendy’s is a popular community meme, where people work behind the dumpsters after their portfolios go to 0 from 0DTE options. (No positions, just found it amusing) I wonder if it’s going to work?

I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later. $RPI - everyone called it some meme stock. Literally Bloomberg, Financial Times, and others went out and called it a meme stock with no fundamentals. Analysts went and said the idea was stupid and said it was going to crash “as a fact”. Earnings came out? Blew away any projection with 58% fwd revenue growth. But they seem to have forgot all the backlash they threw out at me, while they’re citing it as a high growth ai hardware company no. $SIVE? Everyone called it a “meme stock”. I get bunch of hate from Swedish media all the way up. Bunch of people didn’t understand the technical nuances, and they keep throwing personal attacks for some strange reason. But as you know it’s probably my most successful idea and it’s validated so far by institutional buying from Fidelity Research, JP Morgan as well as formally announced partnerships from $JBL to $GFS. Same hate with: - $AAOI at $30, when everyone called management a “scam” or “shady” - $LITE at $300 when everyone called photonics a “bubble” - $RKLB at $20 when everyone thought it was a low revenue launch company that was a bubble. I actually got temp banned from WSB from posting about Rocketlab since moderators didn’t like the stock. - $HOOD at $20 when everyone recalled them freezing GME buys/sells - $IQE at $12 when people thought it was just some random crap $100m company over in the UK with “no actual photonics partnerships” - $SOI at $44 when European bank analysts thought it was “overvalued”and my thesis wasn’t anything new - $NBIS at $75 when everyone in the $IREN camp said I was spreading Russian propaganda and that they had no moat - $INTC at $115 when everyone thought they couldn’t compete with $TSM - $MRVL at $85 when everyone thought they were losing ASIC share to Broadcom. - $AEHR at $35 when everyone misread their earnings and thought they had no revenue - $EWY at $115 when everyone was crying KOSPI was a bubble and LNG/helium/oil would disrupt the memory trade Can go on and on… I do read a lot of the comments, which is why I remember a lot of the hate (probably either jealously, impression farming, or lacking the technical depth is my guess). But I think at this point, people can just see each thesis validated over and over again. And the success in markets drown out the old noise. Good thing is markets are the final arbiter of what’s right or wrong, not the angry comments or posts on X.

I’m just posting this since people seem really curious about X’s revenue sharing program. Genuinely didn’t expect to get seen 100M+ times every 2 weeks! Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with. https://t.co/UikUTLarwV

I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted: That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though. Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility. As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action). Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown. I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time. But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap. Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well. With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too. The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD. But I've definitely missed a few. Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad. But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.

There was interesting research published called "Democratization of Retail Trading". That did a study on 1.6 Million $RDDT WSB comments. and found: 1. "WSB outperformed almost all investment banks at detecting top-performing stocks." 2. "Their average returns compete with the best investment banks and outperform them in certain cases." Their conclusion? "We conclude that WSB may indeed constitute a freely accessible, valuable source of investment advice." I do find WSB is really early to names like $RKLB, $HOOD, and others, but often get timing extremely wrong (with options). I think X is where all the alpha is at nowadays.

Nah, Jim Cramer is like the 4th Newton’s Law. Inverse Cramer just written into the laws of the universe. I’ve been bullish on $RDDT since $140. But Cramer was telling everyone to buy Reddit the entire time since Feb. So it’s been flat. https://t.co/gRHq6gRKTi

How are all you regards on $RDDT down -99% after 2 red days? Is it that hard just to hold indiviudal stocks like $AAOI or $MRVL that are already high-beta? You can be right directionally, but wrong on short-term timing. One extra week or month makes a huge difference. https://t.co/UrbqiRIIta

$RDDT was driving me insane. > massive earnings beat > just printing FCF since they’re too profitable > 69% Y/Y revenue growth. > biggest moat against AI vibe coding from network effect > 91.5% gross margin. Was just flat for months. Glad to see it getting more attention. https://t.co/umUxYdXkz7

Everyone is out there making life changing returns on $RDDT. Fully leveraged on the wrong $SPCE (Virgin Galactic) ticker. Instead of $SPCX, which is yet to launch. I guess this just goes to show how much retail demand there is for SpaceX’s IPO. https://t.co/AzcpV5fZ3P

This timeline of getting banned on $RDDT WSB for posting about $AXTI. That stock going up thousands of percent. Then becoming the #1 most subscribed to person on X feels kinda like a Naruto redemption arc to become hokage. Only 12k more to go. https://t.co/J8DNEbYXpl

??? $RDDT is literally lower IQ than $IREN investors? I didn't do all this research on $AXTI ... Just for you all to make 380% on it, call it a $MU memory competitor and then a scam? The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM

There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care? https://t.co/uWJ55OuZMO

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

I still think $RDDT is one of the few non-AI names that is extremely compelling. Just by how fast they’re growing + true profitability post-earnings. Honestly still not sure why they’re underperforming the market… https://t.co/C9T3qbc8vZ