Serenity ✓
@aleabitoreddit · Not Financial Advice · joined 02 Jul 2025
Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
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219Following
7 706Posts total
37.9MViews on collected posts
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$AKAM signs $11.6B compute deal with Anthropic for accelerated CPU workloads demands over 7 years.
$AMD to $MU should be happy to hear this…
Akamai ests. ~$5.5B of capex to service the $11.6B commitment. Including +$1.7B of 2026 capex specifically to pre-purchase supply chain
96.8K views · 409 likes
· 16 reposts · 43 replies
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If you're curious about the random $SPY / $QQQ candle:
Just now, “US and Iran discuss phased deal to reopen Hormuz and end US blockade" - Reuters
- "A deal before the midterms could benefit Trump, as reopening Hormuz could ease tensions in the Gulf, contain oil prices and htt
124.9K views · 458 likes
· 19 reposts · 42 replies
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$AAOI has finished a $500m ATM In April.. $600m ATM in June. Then filed another $600m in August.
It's out of my control if management wants to abuse this trash repeated ATM structure. Instead following $AXTI like LTA prepayments and using that to fund buildout.
Or taking
307K views · 1.1K likes
· 39 reposts · 88 replies
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Wow $NBIS relative outperformance is wild.
Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolidate it all into Nebius...
Despite the the hate from FinX back then.
Very interesting to see Nebius up 6% even during sector ht
261.8K views · 860 likes
· 35 reposts · 84 replies
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I’ve actually entered positions in many tiny Korean companies recently…
That actively supply memory, test, machines, etc. to $MU, $SKHY, Samsung, and others like $SMTC + US companies.
It’s pretty interesting what you find in the $30-$250m range for optical components, CPUs,
404K views · 1K likes
· 47 reposts · 88 replies
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So update from $LITE + Win Semi ( $SIVE ) foundry:
Lumentum in a meeting with Stifel at ECOC 2026 stated:
- $NVDA Spectrum-6 CPO UHP demands increased materially.
- NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length ht
162.9K views · 714 likes
· 48 reposts · 63 replies
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All the smart investors I know are now spending time on Korean small-caps. Not an easy market, but plenty of opportunities? Yes
357.7K views · 89 likes
· 2 reposts · 9 replies
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Elon Musk: "AI will beat [humans] in all fields by the end of next year or maybe 2028, at the latest."
Kind of maps to Anthropic's economic implications paper where 2026-2028 was the buildout.
Then 2028-2030 was unprecedented economic growth.
So we're still early H2 2026. http
241.1K views · 1.4K likes
· 85 reposts · 98 replies
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I guess I need to start calling $SNDK or $LITE Super Intelligence stocks.
Thanks Trump. https://t.co/x7tJcKjfsc
268.1K views · 966 likes
· 38 reposts · 94 replies
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I feel like traditional "value investing" went into hibernation.
Before it was finding a 10x -12x P/E company like $UPWK or $PYPL, Dominoes, Pepsi. Or even a cheap Japanese company below book value.
Then just enjoying slow growth but buyback/dividend appreciation from their htt
162.6K views · 622 likes
· 24 reposts · 59 replies
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Wow Bitcoin + Ethereum pulled pretty extreme recoveries.
Looks like $HOOD / $COIN / Crypto is back?
On-chain equities trading + regulator exemptions probably put a lot of fuel into the fire for the sector.
That aside... crypto is usually a great indicator for high-beta AI
239.1K views · 1K likes
· 46 reposts · 85 replies
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All right $META Muse is cooking.
I can hear all the $AMD, $INTC, and $ARM CPUs vrrrring in the background.
Along with the memory + components (NICs, SSDs, DRAM) needed for all the browsers/VMs
When I ask it to do a bunch of long form tasks…
Intel CEO also said recently http
249.7K views · 1.3K likes
· 55 reposts · 81 replies
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We’re in the modern agricultural revolution.
In terms of civilization-level impact of AI.
So… not sure how anyone can be bearish so early on into the singularity and before mass deployment of physical AI. https://t.co/uJAXpZm4MP
111.7K views · 416 likes
· 19 reposts · 34 replies
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I'm not having a fun day since I got sick today. But the bottlenecks are having a good time:
$AMD +9.13% | $INTC +14.16% | $ARM +14.33%
CPUs go brrr
$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%
Lasers go brrr
$EWY +4.08% | $DRAM +2.83% | $MU +2.23%
Memory go brrr https
308.3K views · 1.2K likes
· 54 reposts · 135 replies
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The main duo $SKHY and Samsung are having a fun day.
I'm still long memory (eg. $EWY / $DRAM ) since if capacity agreements extend 3-5 years... and your analysts model 2.8-3.3x 2027E. Risk/reward is attractive over time.
But I think legacy memory a very interesting trade http
506.8K views · 980 likes
· 31 reposts · 91 replies
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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
213.2K views · 849 likes
· 28 reposts · 100 replies
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Jev potential implications + applications are actually insane to think about
Does anyone have experience using open source decision model variants yet?
269.2K views · 572 likes
· 19 reposts · 44 replies
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While everyone is focused on Bessent/He Lifeng talks today. Or $LITE / $MRVL / $SIVE at ECOC optical conference...
I'm just curious why my followers can leave 2K+ comments if I post in Chinese...
But if I share something in English: I only get 50 comments.
Feels bad anon
147.8K views · 536 likes
· 10 reposts · 150 replies
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Jev + Astra beats the Ender Dragon in Minecraft in 8 minutes 43 seconds! ⏱️
Cost less than $1 ($0.01 Jev, $0.96 Astra)
I open sourced the code and explain the harness setup below. This type of movement is only possible with Jev's near instant decisionmaking, and some https://t.
1.9M views · 7.9K likes
· 530 reposts · 242 replies
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0:39
我有点想在中国的社交平台上开个账号玩玩
就玩一小段时间，跟用不了 X 的粉丝们互动一下
大家推荐去哪个平台发帖？
873.3K views · 2.1K likes
· 34 reposts · 2.4K replies
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Just floating out an idea to $AVGO:
If you lock up $SIVE laser supply for next few years since you need “more laser capacity”.
You could unintentionally cause bottlenecks across your main ASIC competitors:
Like $MRVL (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen
297.4K views · 1.1K likes
· 55 reposts · 69 replies
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Apparently, we just took over Greenland?
Exciting news on a Friday…
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· 30 reposts · 122 replies
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So on optical vs. photonics... Memory like $MU / $SKHY is in it's current supercycle.
-> RBC channel checks for example projects 80-100% HBM ASP hikes for 2027.
-> Per $NVDA ER, Hyperscaler capex goes up in 2027. Then you have 68% of hyperscaler capex per Trendforce going to
480.2K views · 1.1K likes
· 100 reposts · 74 replies
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TLDRs of things I found interesting this week:
- $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027.
$SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara)
- $GFS + $MRVL sign extended
328.1K views · 1.4K likes
· 100 reposts · 89 replies
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@aleabitoreddit Do u still think that optics bottleneck will be much higher than memory bottleneck?
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· 0 reposts · 0 replies
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Just in case you're wondering why I'm so bullish on legacy memory...
Their hikes seem a lot extreme than $NBIS reported +17-21% GPU rentals today or Taiyo-Murata type MLCC hikes.
Price hikes projections expected for H2:
- SLC NAND: +120-170% in H2 vs H1
- High-capacity NOR: h
315.8K views · 1.3K likes
· 71 reposts · 72 replies
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Reminiscent of $NVDA w/ $LITE + $COHR:
Foxconn is now considering joint investments to avoid upstream material shortages.
Foxconn Interconnect Chairman identifies CW lasers and fiber as the biggest bottleneck in photonics.
Very interesting to see these two themes reiterated ht
395.2K views · 731 likes
· 34 reposts · 72 replies
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@aleabitoreddit Let’s goooooooo @aleabitoreddit preeesh!
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· 1 reposts · 4 replies
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@aleabitoreddit You were the one who pointed out this company. So cool man
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· 0 reposts · 4 replies
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Face aux comptes de taille comparable
83 posts des 90 derniers jours, à côté de la tranche de 1M–10M abonnés. diffusé largement, mais peu de ces spectateurs réagissent.
Vues médianes225 884ce compte14 648médiane pour 1M–10M
Portée, %21.74%ce compte0.74%médiane pour 1M–10M
Engagement, %0.42%ce compte0.70%médiane pour 1M–10M
| Indicateur | Ce compte | Médiane pour 1M–10M | Rapport |
|---|---|---|---|
| Vues médianes par post | 225 884 | 14 648 | 15.4× |
| Portée (vues ÷ abonnés) | 21.74% | 0.74% | 29.4× |
| Taux d'engagement | 0.42% | 0.70% | 0.60× |
Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
111.7K21 Sep
249.7K22 Sep
239.1K
162.6K
268.1K
241.1K23 Sep
357.7K
162.9K
404K
261.8K24 Sep
225.9K
307K
124.9K
96.8K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.42%21 Sep
0.60%22 Sep
0.49%
0.43%
0.41%
0.65%23 Sep
0.03%
0.51%
0.29%
0.38%24 Sep
0.01%
0.40%
0.42%
0.49%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 1M–10M accounts is 0.70%.
What the audience does
Likes67.1%31 931 in total
Reposts3.3%1 570 in total
Replies9.4%4 494 in total
Quotes1.1%538 in total
Bookmarks19.0%9 038 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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