$clpt

Is this not concerning

$clpt is the tweet! (Everyone is long all of a sudden)

just wait when $clpt passes a billion and big money can start to buy it. i do think it needs a breather first to be healthy

citron's note on $tdoc is interesting. gonna dive in this weekend

Pat macafee sucks

$PSIX im a buyer here. increase capex, increase inventory, pay down debt, "We are continuing to ramp up production". bearish mgmt doesnt do this. They hoard cash, tighten working capital. not advice.

Spiffy pop day ? $glsi

2026 or 2027 prediction: Berkshire saves AI (if it needs to be saved).

brutal drawdowns make for decent returns $psix

weve gone from inference to memory. I think the next logical step is the edge. $AMBA has been bought up today but i took a starter.

Yes

Early but not wrong ! $enph

Well well $AAOI and $LITE

Like $psix. Acquisition helps margins. Once big enough install base, after market support helps margins

Product slaps