So google capex nearly doubling this year. Obviously a ton of that will go to $NVDA $MU and other obvious choices. There will be crazy amounts of next gen tpus using arm cpus deployed as well. I think a lot of people are failing to realize what that means for x86 workloads.

$EOSE I've added significantly here under the capital raise level of 12.78. With earnings not till March, I thought patience would pay off building this position so I had cut a lot of shares above 18 to get my average even lower. It can still go to 10s in a hurry though but I

$CDNS $LASR $LPTH all catching my attentions today showing strength in the middle of chaos. Days like today, these are the kinds of things I look for. I was in LASR and LPTH, added small amounts to both of those and started CDNS today.

$AAOI can make big moves on commentary from $AMZN regarding capex and specifically trainium numbers. Holding a decent size position and ready to add more depnding on reaction and what amazon says

$BE numbers are astonishing and only going to get better. Even this shitty market is rewarding BE, should grow into a 40x PE next year. Looks expensive AF now. Sitting tight with all my shares from under 70 and unloaded the rest over 160 to prepare for this market volatility I've

$AAOI $AMZN trainium chip deployments at massive scale can only bode well for $AAOI. The ceo/founder mentioned customers in discussions to invest $200-300m into their new texas fab so they can lock in transceiver supply. With amazon capex coming in way higher than expectations,

$BE getting tempting on this pullback after a break thru earnings call and even a new application/solution they offer that was not priced in before. Going to nibble my way into another swing trade position very slowly. Still think 115-120 can happen but I'll grab 20% of max size

Never heard of Kathmandu Capital but they def know what theyre talking about out when it comes to $VICR. see what they say and what the ceo/founder who owns damn near half the company was saying on their last call regarding talks with $NVDA $GOOG $AMD $AMZN

$RMBS odds of this going back to low 80s near term are slim. Odds of this going to 250+ in a couple years are high. Accumulating more.

$MU going out on a limb here and saying MU is is either over $400 or under $350 by the end of the week. Either is ok with me. Ready to top off my position sub 350 and hold through earnings if thats what happens. $TSM January revenue beat expectations SIGNIFICANTLY so demand for

$MU that shakeout gave some good opportunities to get in before the inevitable run to $500. Management squashed HBM4 rumors, and emphasized supply remaining tight while only "incremental Greenfield capacity" is coming online this year. Protecting margins and preventing

$MU "we guided 68% margins, we indicated today that our financial outlook has IMPROVED since our earnings call"(on December 17th just 8 weeks ago)

$AAOI just getting started, potential for $120-150 next year

$LPTH I cut 80% of LPTH, this thing went up on "legacy revenue" increase, screw that. Ill be ready with open arms in the 8s

Powered by $VICR You guys still sleeping on this giant. Dont be surprised when $GOOG $AMZN $AMD and $NVDA are all using Vicor vertical power delivery. Cerebras is just the test customer for Vicors new fab. The CEO owns 47% of the company at 78 years old for a reason. $500 a

Very interesting. $2.40 risk for $20+upside. Small position is smart here. $NVDA $MU $VICR $RMBS $AMD $GOOG $TSM $AAOI $LITE $COHR $CRDO

Make that $3.45 risk for $20+upside. Still early

I dont know if this is true, but if it is, makes me want even more $RMBS. For those that dont know, Rambus products connect dram to x86 cpus and not arm cpus as most of those have on package lpddr. $NVDA $MU $AMD $INTC

He's indirectly telling everyone to buy more $AAOI as the purest play on Amazon capex and Anthropic upside. Look at the chart for $AAOI and look at the hype buildup for anthropic. Once grandma is using Opus 4.6 AAOI will be over $70. $LITE $NVDA $AMZN $MU $GOOG $RMBS $VICR

Beth forgot to tag $VICR who is powering Cerebras wafer scale engine with their vertical power delivery units. Vicor is in discussions with $NVDA $AMD $GOOG $AMZN to do the same for future generations of their chips/systems. Vicor vertical power delivery is the ONLY solution