easy beat and raise from Santec (6777 JP) to kick start the earning season

yes you can call me gambler

Jensen’s recent trip to Taiwan was actually a power move direct to every customer and potential competitor with a very clear message: I have the entire supply chain in Taiwan; you will never be able to compete with me here; If you want to secure your market share over the next

what makes people suddenly hate $CRDO this much lol

open.substack.com/pub/asymmetric… Thanks Ray Wang for inspiring me with your post months ago. Here I explain why market underestimates 3110 competitive position and we are still early. Please rip my thesis apart, I’ll add the details after #s tmrw. Also any other semi-heads in Tokyo rn?

lmao

And people think CUDA can be vibe coded so they need to sell NVDA asap

oh shitttt $IREN..

Wow I'm used to this with the small caps I invest in but Amazon?!

I follow Irrational Analysis for these memes more than his tech deep dive

easy

$PGY market is overreacting on the revenue miss "In December, we also repurchased 7 million of our corporate notes at an approximate 12.5% discount to par. Consistent with our stated objective of opportunistic capital deployment, last week, we repurchased an additional 7 million

ありがとうございます!

this is why $CRDO up after market apart from guidance revision "In Q4, we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month, Credo's latest optical

sorry i was looking at wrong call transcript.. it was their 2025q4 FY script not CY.

Big news

$UPST right now I have no idea why market hate this earning result so much after they kinda addressed the balance sheet concern lol

Although they remain undervalued, earnings for 2025Q4 should only slightly beat estimates. The company is now in full production, but order deliveries are being delayed by approximately three months. We should focus on their order backlog to gauge true demand; and of course, we

Amazing! Seikoh Giken: Sales of optical connector polishing machines and measurement devices increased significantly as a result of shortened lead times, which were achieved through workforce restructuring and the strengthening of supply chain relationships

???? LOL