Serenity ✓

$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

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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

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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 Open on X →

@aleabitoreddit your aaoi is the trash 225.9K views · 20 likes · 0 reposts · 4 replies Open on X →

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

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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 Open on X →

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

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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 Open on X →

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

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I guess I need to start calling $SNDK or $LITE Super Intelligence stocks. Thanks Trump. https://t.co/x7tJcKjfsc

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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

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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

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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

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Serenity ✓@aleabitoreddit21 Sep

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

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Serenity ✓@aleabitoreddit21 Sep

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Serenity ✓@aleabitoreddit21 Sep

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

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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 Open on X →

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 Open on X →

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 Open on X →

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.

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