Opened a new position in Tower Semiconductor $TSEM few days back, Why? As my community know, I have been interested and talking about Photonics lately (will drop a deep dive on hiddne monopolies in photonics soon) So TSEM is one of the best AI Fiber Play, a specialty foundry

Why I like and am invested in SiTime ($SITM)?: Its The The Timing Monopoly Powering AI Infrastructure Silicon MEMS is eating 70-year-old quartz and SiTime owns the category. 340+ patents plus a Bosch co-manufacturing lock create near-impossible switching costs once designed

Materion (MTRN): A near monopoly in materials for Semis … and ‘critical’ materials are hard to disrupt I first highlighted Materion $MTRN a while back during my deep dive into the AAOI supply chain. It stood out then as a critical, under-the-radar provider of the high-end

Micron $MU, SK Hynix, and Samsung Are Having a DeepSeek Moment Google’s TurboQuant Lately Google Research dropped TurboQuant a training-free algorithm that compresses the KV cache in LLMs down to ~3 bits per value. Result: at least 6x less memory for the KV cache (the

This would change everything about crypto I mostly write about tech stocks and materials, or sometimes economy, but hardly on crypto or tokens. But this one news, that would be a game changer happened lately, and hence am sharing. The Tokenization Tipping Point: Franklin

Micron (MU) Forward P/E & PEG: The AI Value Trap or a Generational Steal? So if you look at Micron, it seems to be dirt-cheap for a company with explosive growth. Infact on paper, it looks like one of the cheapest mega-cap tech stocks in existence, yet the price action remains

Micron’s $MU huuuuge advantage over Asian rivals I wrote about $MU few days back that how it is massively undervalued and how ‘Turbo Quant’ impact was not thought through and that bears were over reacting ( without even having 2nd order thinking). Stock’s up today, finally some

Most Critical Questions on Gold - only few are asking I am heavily invested in gold + gold mines, so in this post below, I have asked myself and answered some key questions about Gold, that any curious mind would ask: 🐊 Historically, whenever gold had a parabolic run, what were

64% gain in less than one month on $TSEM from the day I posted below on 13 March, not too bad, I would say. 🎉🎊🥳 And I shared it with my community as well ( that too for free, most of my posts are where I have skin in the game), on 13 march that am opening a position in

Anthropic Mythos… how to invest? Two hidden gem stocks in particular that might benefit from all the hype about Claude, as they are invested in Anthropic. Look we all know Anthropic is not a listed company and we all want to benefit from this huge financial success, but how do

Well this would be big.

$CRDO is on tear today My Credo $CRDO position is on a tear right now, up 10.5% for the day in the last few hours. I have talked about it earlier as well and have always felt how underrated it is; my thesis was confirmed today by Jefferies, who have initiated coverage with a

Talk about packing alpha into a single post! The conviction behind these picks has been rewarded with massive outperformance in just over a month. We’re seeing significant double-digit gains across the board as the market realizes the true value of these infrastructure and

ASML Q1 2026: Memory Took the Wheel Am invested in $ASML, and their earning release today was important for me not only to understand the company’s future but also memory stocks ( am invested in $MU and $DRAM) future and overall AI cycle. Headline numbers were clean: 🐊 net

GAN is the way forward … lets discuss some alpha in the Photonics Supercycle: Signals in AIXA earnings call $AIXA had earnings call and popped up another +11%, bringing YTD upside to +130% and 1 yr upside to +288%. You guys know that am already invested in Aixtron ($AIXA) and

I’ve spent the last few weeks heads-down in the optics and laser space, and the result is finally ready. I’m sharing what I believe is the most comprehensive guide to photonics stocks currently available. Inside, I break down: • Hidden Monopolies: The "under-the-radar"

Thanks TheUndefinedMystic, for the shoutout. True $AOSL is a great find. 18% 😳 up today and 45% up in five days. Thanks again 🙏.

I have been invested in Apple for almost half a decade or maybe more, start of a new chapter with Tim Cook stepping down.