Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
BULL OF BRITAIN — Two threads just got published by @0xBADB01E
that changed how I think about the AI trade. Ill try my best to translate as easy as possible.
> One showed inference is a LATENCY p…↗
Jul 7
Alphatica — LARGE / MID-CAP TAPE | July 7, 2026
Large / mid-cap blocks. -$726M net sell. $ALAB -$138M. $TER -$129M zero buys. $RKLB -$124M. $NET +$79M near-zero sells. The mid-caps got hit. Q…↗
Alphatica — LARGE / MID-CAP TAPE | July 6, 2026
Large / mid-cap blocks. -$309M net sell. 2,664 prints. $TREN +$134M. $MRNA +$107M. $AXON +$106M. $ULTA -$93M. 248 names tracked.
$2.00B in buy…↗
Jul 6
TheValueist — $ARM $ALAB $AMAT $SIMO Analog Century. I'm long many of the same names. https://t.co/uWhrjVSK1S↗
Jul 6
Shay Boloor — @FuturumEquities Heres where you can see my full $ALAB commentary:
https://t.co/fhY52ogv1s↗
Jul 6
Shay Boloor — $ALAB is one of the cleanest pure plays on rack-scale AI fabric sitting in traffic-control layer that keeps data moving between chips, memory, switches and accelerators.
The near-…↗
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
June 2026 · 60 mentions
Jun 30
IvanaSPEAR — Here is a link to the full segment $ALAB $KLAC $LRCX
https://t.co/99T81RAlH6↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Serenity — I've reached 900k followers, thank you everyone!
Just some reflection, it's actually a nightmare at higher counts...
Which is new to me, since I started at almost nothing earlier…↗
Jun 29
Shay Boloor — $ALAB just became the latest 5-bagger in the Family Portfolio 🙃 https://t.co/0Ybjb8x01F
May 2026 · 52 mentions
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Tech Fund — $ALAB semi content per GPU has gone up 10x since IPO, will continue to increase
Drivers: Scorpio switch, NVLink Fusion, new CPO solution https://t.co/38IertO2Kz↗
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 29
The AI Investor — It's funny to see forward PE, or even a few more years EPS of some of the hottest stocks in AI infra like $BE $LITE $COHR $ALAB $CRDO
And even the storage stocks like $STX or CPU…↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 24
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 23
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
Serenity — @crux_capital_ My first buy was in the high 20s, low 30's so around the same! I just remember hyperscaler qualifcation and expected them to pull an $ALAB.
Yeah name of the game i…↗
Feb 28
Serenity — $AAOI feels like must-have photonics exposure to me.
Their earnings report is genuinely black magic.
$LITE ($50B MC): FY 2026 est. ~$2.91B
$AAOI ($5.6B MC) H2 2027: $4.35B ARR.…↗
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Shay Boloor — 10 STOCKS THAT SCALE WITH CLAUDE COWORK SUCCESS
1. $MU memory for long-context agents
2. $NVDA sets the price of inference itself
3. $PLTR governs what agents are allowed to do
4.…↗
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• What $TSM earnings revealed about the AI cycle: $NVDA, $ASML, $AMD
• SMID names riding TSMC’s dominance: $AMKR, $AEHR, $ALAB, $PSTG
• The spa…
December 2025 · 27 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
Shay Boloor — OPTICS WILL BE A DEFINING THEME OF 2026
AI has turned data movement into the bottleneck and at scale only photons can move information efficiently enough.
The ecosystem breaks do…↗
Dec 30
InvestmentGuru — WALL STREET’S MESSAGE IS CLEAR: DON’T FADE THE GIANTS
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $META
RBC Cap…↗
IvanaSPEAR — But don't forget about the rest of the networking value chain.
$AVGO $ALAB $CRDO $ANET $MRVL
Here is a link to the Replay + Slides from our Networking webinar from Sept.
https:/…↗
Nov 26
IvanaSPEAR — GPUs vs. TPUs?
The answer is Networking:
- Optics
- Switches
- Retimers
- Electrical Cables
Slides from our Networking Webinar 🧵👇
Loved sharing my thoughts with @cvpayne on @F…↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
IvanaSPEAR — AI investments come in waves, and we think we are on the cusp of a new investment wave.
AWS is growing at a pace we haven’t seen since 2022 — reaccelerating to 20% YoY.” — $AMZN…↗
Oct 20
Ray Wang — $AVGO leading the push for SUE as an open infrastructure standard, with support from partners such as $AMD, $ANET, $CSCO, and $CRDO — while UALink-related companies like $ALAB may…↗
Oct 19
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
IvanaSPEAR — Networking is the hottest area of AI Data Centers 🔥
$NVDA $AVGO $ANET $MRVL $ALAB $CRDO $APH $COHR $CIEN $LITE
Tune into our webinar today at 12 PM or sign up to get the replay…↗
Sep 22
Ray Wang — Reading through the statement: "OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans."
$ALAB $NVDA $AVGO https://t.…↗
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM
August 2025 · 4 mentions
Aug 28
IvanaSPEAR — Trend Alerts from this earnings season🛎️
#1. Networking is the way AI hardware is achieving performance improvements and will be key for power gen savings $ALAB $ANET $CRDO $NVDA…↗
Aug 24
SemiAnalysis — This morning at hotchips, NVIDIA presented their MGX "open" compute tray architecture, in the front of the tray, they have designed slot for hyperscalers to customize the design su…↗
Aug 21
IvanaSPEAR — 1./Here are some examples:
We sized up $ALAB and $ANET when everyone was scared.
We disproved the short thesis that they are losing share: we talked to management, competitors, a…↗
IvanaSPEAR — Some of the reasons for this:
- Large seller - we heard a few funds were blowing out their positions, putting pressure on smaller-cap stocks with light summer volume
- $ALAB pres…↗
Jul 21
IvanaSPEAR — What's been going on over the past month?
$ALAB didn't participate in this latest rally...
It's lagging its closest competitor, $CRDO, by 30% even after the move today... https:/…↗
Jul 21
IvanaSPEAR — $ALAB stock is up 15+%. What's driving it?
Here is a deep dive into our thesis, featuring thoughts from @AsteraLabs CEO, Jitendra Mohan.
Thx to @cvpayne for having me on. https:/…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
Jun 25
Kevin Maro — @Docofgothm Nah only a bit of $ALAB - currently way too heavy in $CRWV and a lot of $FCEL as well. I think $CRWV and $QCOM are most likely to do well today - but then again who kno…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Kevin Maro — Rotating my $QCOM 2x leverage into $ALAB after-hours https://t.co/zUn7fXrQQV↗
Jun 23
TheValueist — $ALAB Astera Labs: Connectivity Bottlenecks and GAI Infrastructure Valuation. Investment Thesis. New: 6/23/26.
Astera Labs has moved from niche signal-integrity component supplier…↗
Jun 23
Gaetano — I had Chat make a quick comp table
$SMTC $MTSi $ALAB $MXL $CRDO
It's a day old now so things changed
But check it out https://t.co/qJcTZkKbuw↗
Jun 23
Serenity — Best time to long CXL for memory pooling was 4 months ago.
$ALAB up 276% from $117 -> $440
$MRVL up 291% from $79 -> $309 https://t.co/7XmXHyXgb1↗
Jun 22
Black Panther Capital — $NBIS joins the Nasdaq-100 this morning.
So does $RKLB, $CIFR’s neighbors $CRWV, $ALAB and $TER, in the same rebalance.
I’m still long $NBIS, and I want to be honest about what…↗
Jun 22
Chris Ray — 🚨 $RKLB, $CRWV, $NBIS, $ALAB, and $TER all join the Nasdaq-100 this morning prior to market open.
This means ETFs that track this index, like $QQQ, will be forced to buy these na…↗
Jun 21
CK Capital — Four of the hottest names in AI and space officially join the Nasdaq 100 before the open tomorrow. Most people have no idea what that actually unlocks.
The four are $NBIS, $CRWV,…↗
Jun 21
InvestmentGuru — The Blueprint Behind Every Legendary Stock Run — And Where It’s Showing Up Right Now
$MU — Sequential revenue growth accelerated nearly 1,000 basis points to 46%, with guidance no…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Gaetano — In my latest article I unpack the following:
$SMTC $MTSI $ALAB $MXL $CRDO
It is not a deep dive.
It starts with a quick pulse check on each company:
> What they sell
> What thei…↗
Jun 20
Shay Boloor — I currently own a 5% position in $ALAB in the Family Portfolio. https://t.co/EUY6jeil6g↗
Jun 20
Shay Boloor — 4 STOCKS CONNECTING THE AI BUILDOUT
A modern AI system is thousands of chips wired together and they're only as fast as connections between them so as companies pour money into AI…↗
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Shay Boloor — $NBIS, $ALAB, $RKLB and $CRWV officially join the Nasdaq 100 on Monday. https://t.co/IKrTln1SEN↗
Jun 19
Gaetano — There is so much in my research/content funnel
Going to be a busy few days
Here's some stuff I am working through and will be posting over the next week or so:
1 - China Oversu…↗
Jun 18
mon — New stocks are joining the Nasdaq-100 on June 22, 2026.
Five companies: Astera Labs $ALAB, CoreWeave $CRWV, Nebius Group $NBIS, Rocket Lab $RKLB and Teradyne $TER are being added…↗
Jun 18
Gaetano — We are seeing a fragmentation in the connectivity sector
Stronger - $SMTC $GLW $ALAB $CRDO $MTSI $MXL $MRVL
Weaker - $LITE $AAOI $FN $NOK $CIEN $IQE $AXTI $SIVE
Obviously this…↗
Jun 18
Damnang2 — If I had to pick the two strongest stocks to watch in this market right now, I would choose $CRDO and $ALAB without hesitation.
They are both grouped under connectivity, but they…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 15
Shay Boloor — @FuturumEquities @danielnewmanUV $ALAB, $CRDO and $AAOI are my three horses in the race.↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 13
Wayne Liang — So the entire space sector had massive turbulence from $SPCX IPO... exactly what we've been preparing you for, for months!
And remember, IPO volatility does not change the fundame…↗
Shay Boloor — Last night nearly 20% of my Family Portfolio was added to the Nasdaq 100.
Its surreal seeing $RKLB, $NBIS and $ALAB reach this milestone after first buying Rocket Lab at $3B marke…↗
Jun 12
InvestmentGuru — 🚨 NASDAQ 100 JUST GOT AN AI & SPACE UPGRADE 🚨
Nasdaq announced the June 2026 quarterly rebalance — and the additions tell you exactly where the market is going.
Effective June…↗
Jun 12
The Future Investors — Nasdaq-100 Rebalance 📊
Nasdaq announced its quarterly index changes, effective June 22.
✅ Added: $ALAB, $CRWV, $NBIS, $RKLB, $TER
❌ Removed: $CHTR, $CTSH, $INSM, $VRSK, $ZS http…↗
Damnang2 — I wrote a deep dive on $CRDO about two months ago, and it's great to see the company finally getting more attention from investors.
More recently, I also published a detailed comp…↗
Jun 12
Serenity — Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $T…↗
Jun 12
Serenity — @soulbiri1 I lost conviction in $ALAB but I’m happy my three high conviction picks from 2025 turned out so well↗
Jun 12
Serenity — Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100!
Fun to see both Astera, Rocketlab and Weebius grow up from being small companies…
Into the largest ones on Nasdaq https://t…↗
Jun 12
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #45
Daniel and I will be live today at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• What the market is missing about $…↗
Jun 12
unusual_whales — BREAKING: Nasdaq will add $ALAB, $CRWV, $NBIS, $RKLB, and $TER to the Nasdaq-100 effective June 22, 2026, while removing $CHTR, $CTSH, $INSM, $VRSK, and $ZS as part of its quarterl…↗
Jun 12
TheValueist — $NBIS $ALAB $CRWV $RKLB $TER JOIN $QQQ
I’m long calendar NBIS -1/15/27 c410 || +12/15/28 c410.
Club Valueist - get involved. It will be the best $1/month you will ever spend.…↗
Jun 12
InvestmentGuru — $NBIS, $RKLB, $ALAB and $CRWV just joined the Nasdaq 100.↗
Jun 12
Chris Ray — 🚨 $RKLB ADDED TO NASDAQ-100
Along with $ALAB, $NBIS, $CRWV, and $TER.
Funds like $QQQ and others will now be forced to buy.
Huge news! 🥳🎉 https://t.co/6W9PFayJ5O↗
Jun 12
amit — NEW COMPANIES JUST ANNOUNCED TO JOIN THE NASDAQ 100 $QQQ:
$NBIS $RKLB $CRWV $TER $ALAB↗
Jun 12
Alphatica — BREAKING NEWS:
Index changes: Nasdaq-100 quarterly rebalance, effective prior to open on 22-Jun
Additions:
Astera Labs
CoreWeave
Nebius Group
Rocket Lab Corporation
Terady…↗
Jun 11
Damnang2 — This article covers $ALAB and $CRDO, with a focus on the investment implications of each company.
I provide a detailed analysis of their technologies, competitive positioning, exp…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 10
Damnang2 — The two companies I have received the most questions about while writing my articles are $ALAB and $CRDO .
At first glance, they may look similar. But in this article, I break do…↗
Jun 9
Damnang2 — Two companies are often mentioned together under the theme of AI data center connectivity: Astera Labs ($ALAB) and Credo ($CRDO). Their stocks often move in the same direction, and…↗
Jun 7
Jason's Chips — $ALAB had an LPO solution on display at Computex.
An LPO is just a transceiver without a DSP. Think of it like the transceiver is to LPOs as an AEC is to passive copper.
They don…↗
Jun 7
Jason's Chips — $ALAB makes connectivity chips, like retimers (which are chips that clean up signals and retimes it to the clock) for copper communication (CXL and PCIe).
Astera Labs is a huge Tr…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 4
Jason's Chips — $ALAB
Did you know that Astera Labs, commonly seen as a copper company, actually has an LPO solution? https://t.co/FUD1POobTD↗
Jun 4
IvanaSPEAR — $AVGO reiterating $100B guide for ‘27 while everyone is raising…
I think tried hard to lock everyone out of the value chain, but maybe didn’t work out as planned?
Customers want…↗
Jun 4
TheValueist — $MRVL $BE $FLEX $ALAB The $26 Trillion Portfolio Manager That Everyone Calls Passive
Contributing Analysts Rob Du Boff (ESG)
(Bloomberg Intelligence) -- Passive investing has a di…↗
— Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…
Alphatica — JUST IN: ALAB -3% at the open.
Northland Capital Markets downgraded Astera Labs to market perform from outperform. Analyst Gus Richard.
Same call downgraded Intel and Semtech to…↗
May 24
Ben Pouladian — “CXL is the biggest change in AI serving since NVLink””
Maybe. But that is not why $ALAB crossed $300
I called CXL in January: helps at the margins
The re-rate is Scorpio
One p…↗
May 24
Jukan @COMPUTEX — In the AI Era, the 'Retimer' Rises — The Key Component That Resuscitates Signals
The retimer is emerging as a hidden core component of the AI chip era. A retimer is a part that si…↗
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
Shay Boloor — $ALAB JUST CROSSED $300 FOR THE FIRST TIME EVER https://t.co/NPJ41e8Afs↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
Shay Boloor — $ALAB is now the latest multi-bagger in the family portfolio.
The market is finally recognizing Astera as one of the most important connectivity platforms in the AI infrastructure…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 19
SandemanStocks — @LarryAn51061316 Sure! I’m heavy in $NBIS. I also would buy $ALAB
Long term winners. NBIS especially.↗
May 19
SandemanStocks — @Nikhil_V_Sharma Yes. But if I had to sell NBIS I’d buy $ALAB↗
May 19
Shay Boloor — $ALAB is up 17% after saying its silicon, optical and software are integrated into 90% of global AI compute servers and clusters.
Management also pointed to $20B+ of TAM across Sc…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 17
InvestmentGuru — $NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide…↗
May 16
Black Panther Capital — 5/6. Three wildcard picks that fits his frameworks for the next AI bottleneck:
Wildcard 1: $CRDO
Build the cables and chips that move data between GPUs inside AI clusters.
revenu…↗
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 6
InvestmentGuru — Capital rotation is getting louder in semis and AI infrastructure. Money is flowing into names like
$MU, $SNDK, $AMD, $ARM, $CRDO, $MRVL, $INTC, $AAOI, $ALAB, and $TSEM.
The mar…↗
May 6
InvestmentGuru — AI Infrastructure Earnings Sweep
Big after-hours strength across AI infrastructure names and the theme remains the same: demand is still accelerating.
$AMD
Strong beat across t…↗
May 5
Ophir Gottlieb — $ALAB
I believe, maybe, that analyst estimates for full year 2026 revenue are still too low for ALAB, and I discuss this reasoning in the sections to follow.
Most importantly:
•…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
Ophir Gottlieb — $ALAB
Full year analyst estimates are too low. Scorpio in 2H '26 will be in full force.
I think this needs a rerating.
5/↗
May 5
Ophir Gottlieb — $ALAB this is spicy.
UALink and NVLink...
4/↗
May 5
Ophir Gottlieb — $ALAB
This "Now shipping newly announced Scorpio™ X-Series 320-lane AI Fabric switch and expanded Scorpio P-Series PCIe 6 switch family supporting 32 to 320 lanes"
Is a big dea…↗
May 5
Ophir Gottlieb — $ALAB
that revenue guidance beat is really big; feels like $AMZN
2/↗
May 5
Shay Boloor — $ALAB delivered 😏
• Revenue $308M vs Est. $292M
• EPS $0.61 vs Est. $0.55
• Operating Income $112M vs Est. $101M
• Gross Margin 76% vs. Est. 70%
Q2 Guidance
• Revenue $360M vs…↗
May 5
Ophir Gottlieb — $ALAB @AsteraLabs
Big quarter, huge guidance
$ALAB big quarter, huge guidance.
1/ https://t.co/JlM2V5iXvh↗
May 5
TheValueist — $ALAB (Bloomberg) -- Astera Labs reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $308.4 million, estimate $292.2 millio…↗
May 5
Vulture trades 🦅 — $ALAB up 45% at 1.61 from 1.16
All swings starting to pay https://t.co/eTXZl7ALaI↗
May 5
Vulture trades 🦅 — $ALAB what a move, 25% here https://t.co/cBjuYbY8oM↗
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 3
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
— The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…
Shay Boloor — @Micro2Macr0 @meetblossomapp Currently own $AEHR, $CRDO and $AAOI in the Growth Portfolio with $ALAB in the Family Portfolio.
All have already rerated from my original entries but…↗
Apr 26
Shay Boloor — 2026 IS THE YEAR OF PHOTONICS
• $GLW glass fiber & cable infrastructure for optical networks
• $MRVL optical DSPs & custom interconnect silicon for AI clusters
• $CRDO retimers, D…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 25
InvestmentGuru — 10 Stocks Built for LT Returns -
$MU — The HBM supercycle play. Entire 2026 HBM output already sold out. Forecasts 40% CAGR in HBM market to ~$100B, surpassing all of 2024 DRAM.…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Jose Najarro Stocks — $AMD $NVDA $INTC $CRDO $ALAB $MU
If only there was someone posting daily videos on semiconductor for years, even when the market hated them..... https://t.co/gNA3d4KBhf↗
Ophir Gottlieb — $ALAB is up bc of the $AMZN / Anthropic deal.
Recall last ALAB earnings ALAB granted Amazon the right to purchase up to 3.26 million shares with vesting tied to Amazon purchasing…↗
Apr 21
Shay Boloor — $CRDO is a ~5% position in my growth portfolio.
$ALAB is a ~4% position in my family portfolio.↗
Apr 21
Shay Boloor — The $AMZN & Anthropic deal is especially bullish for $ALAB & $CRDO because 5 GW of committed Trainium capacity means years of AI cluster buildout at AWS & both companies live insid…↗
Apr 21
InvestmentGuru — $ALAB is a pure-play AI infrastructure compounder. The thesis is revenue acceleration + operating leverage unlocking in H2 2026 as Scorpio X ramps. The pullback from ~$262 to curre…↗
Damnang2 — @MinervaCap In my view, the move in these names is likely tied to Amazon’s investment in Anthropic.
It looks like this capital is being funneled into the interconnect layer of Tra…↗
Jose Najarro Stocks — $AMZN $MRVL $CRDO $ALAB AI DEMAND IS INSANE AND WE ARE COMPUTE CONSTRAINT!
Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon’s Trainium chips…↗
Apr 20
Shay Boloor — Anthropic securing up to 5 GW of $AMZN Trainium capacity is exactly the kind of tailwind I have been pointing to for $ALAB and why it remains a top 10 position for me.
This deal e…↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 19
Serenity — @PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 15
Jose Najarro Stocks — $NVDA $AMD $NBIS $CRWV $TSM $CRDO $ALAB $MU
WAIT, WE ARE COMPUTE CONSTRAINT??
How did we miss this? I feel like the signs were there all along .... https://t.co/nDINCzcI4t↗
Apr 14
Jose Najarro Stocks — $CRDO Holy Smokes!! Up 17% PreMarket!!
It's been a great week for the semiconductor industry and, more importantly, for the portfolio, hitting new ATHs!!
Three things
1) When m…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Jose Najarro Stocks — HOLY CHIPS!! $NVDA $AMD $ALAB $AEHR $CRWV $MRVL $CRDO
It's been a great week for the What The Chip Happened Community!!
LAST 5 DAYS
$AEHR +55%
$ALAB +25%
$AMD +12%
$CRWV +25%
$MR…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins.
Their critical role gives them the pricing po…↗
— My portfolio is positioned across every major growth sector of the next decade:
Space: $RKLB $PL
AI Utility: $NBIS
Inference: $NET
AI Power: $VRT
Hardware: $NVDA $ALAB
Software: $…
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Mar 20
Serenity — @pepemoonboy Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive.
Now that I have 100k+ followers, there's…↗
Mar 17
Serenity — @StephanC86 I was long on $ALAB and $CRDO last year when I posted my thesis.
But I pivoted to pure play photonics this year.
I do make posts when I change my positions, but I ma…↗
Mar 16
rubicon59 — I observe that $CRDO 's blowing past $ALAB in growth with higher margins while at less than half the multiple.↗
Mar 15
The AI Investor — A free breakdown explanation of the AI data center networking stack: Scale Up, Scale Out, and Scale Across.
What’s your best pick for an AI networking stock right now, given that…↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 11
InvestmentGuru — 10 AI Infrastructure Stocks To Watch
As AI data centers scale rapidly, many smaller companies are quietly becoming critical parts of the AI supply chain.
Here are 10 small-cap /…↗
Mar 11
InvestmentGuru — The AI boom is entering the -infrastructure bottleneck phase.
The winners are not just the GPU makers — they are the companies solving the scaling problems of AI data centers: powe…↗
Mar 8
Frenchie — La mémoire est devenue l’un des goulots d’étranglement centraux de l’IA depuis fin 2025, tant en capacité qu’en bande passante, ce qui en fait un des drivers majeurs du cycle actue…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 4
Ben Pouladian — Custom ASICs use copper.
NVIDIA training clusters use optics.
Hock’s copper comments are about inference not 100K+ GPU fabrics where copper can’t reach.
Different workloads.…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Serenity — High conviction long: $AAOI.
I genuinely think this could easily be a 3x by next year.
Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T.
$LITE uses FN i…↗
Mar 4
Tradable Astronaut — 🚨Leaderboard for the day🚨
Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR
Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS
Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO…↗
Serenity — @jahintanvir_ Probably the likes of these:
Memory - $MU, Samsung, SK Hynix, Sandisk
Foundries, Packaging- $INTC, $TSM, $AMKR
Photonics - $LITE, $COHR, $AAOI
ASICs - $AVGO, $MRVL
Co…↗
— But what about copper, and specifically component suppliers $ALAB $CRDO . Should they be left for dead?
Here are some thoughts:
1. $ALAB is posting inmpressive growth ('25 57% '2…
IvanaSPEAR — The big debate: Optics vs. Copper
$COHR $LITE $GLW
vs.
$APH $ALAB $CRDO
Detailed thoughts below 👇 https://t.co/jQ2I5fTksA↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 25
Serenity — @DonkeyCapital69 Lot of my copper longs last year like $CRDO and $ALAB ended up becoming pure play photonics/cpo positions this year.
I swing trade them and think they’re still gr…↗
Feb 25
Kevin Maro — @aleabitoreddit Do you still like $ALAB as a long?↗
Feb 21
Alphatica — $ALAB 10-K JUST DROPPED
Our team ran the Alphatica Earnings Quality Signal on Astera Labs' fresh filing.
The Verdict: 5/6 BULLISH
AI semiconductor turnaround with elite margins.…↗
Feb 17
Serenity — @SVBriskmanager $ALAB selloff is a good buying opportunity. Did a little more research into earnings
- CFO leaving is immaterial (he's still there though)
- gross margin compressi…↗
Serenity — If you're bullish on DeepSeek LLMs with Engram (v4), going long on CXL seems like a idea.
- $ALAB (Leo)
- $AVGO
- $MRVL are your big three in the US.
Especially Astera.
If it…↗
Feb 17
Serenity — @Ngen704 Sure, my opinion is probably bullish for CXL like $ALAB, $AVGO, $MRVL. Astera probably a good long on the drop.
Memory fears are overblown. I'd assume media will try t…↗
Feb 17
Gaetano — 20-30 Billion $ALAB $CRDO $GFS
Astera Labs - $ALAB $21B
$ALAB sells high-speed connectivity chips and modules (retimers and smart cable modules) that keep short-reach links insid…↗
Feb 16
Gaetano — I've got something good coming for you guys today
It's a thread road map of the entire Photonics sector, including all of the players in it like $AXTI $AAOI $ALAB $POET etc.
It w…↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Feb 12
Gaetano — 🚨Let's talk about the state of AI Infrastructure
There were lot's of recent earnings + updates that give us insight into the AI trade
In this post I will specifically reference…↗
Gaetano — There is alot to cover in the AI trade today:
$VRT - up 22% after earnings
$META - 1GW data center in Indiana
$ALAB - down 20% after earnings
$ALMU - earnings after market
$GFS -…↗
Ophir Gottlieb — $ALAB @AsteraLabs
ALAB just put up another quarter where the numbers were not the issue.
Astera is still executing at a“hyper-growth + high margin” level, and the stock is trad…↗
Feb 11
TheValueist — $ALAB KEY READ-THROUGHS FROM ASTERA LABS Q4 2025 EARNINGS CALL
The Astera Labs Q4 2025 call contained several high-signal read-throughs for AI infrastructure demand, the pace and…↗
Feb 11
TheValueist — $ALAB EXECUTIVE CALL SUMMARY: Astera Labs (02/10/26)
Astera Labs reported a materially stronger-than-expected Q4 and guided to continued sequential growth in Q1, with commentary i…↗
Feb 10
KaizenInvestor — $ALAB is down 10% despite reporting a massive Q4 double beat.
Astera Labs delivered a powerhouse report with 115% annual revenue growth, proving its role as the connective tissue…↗
Feb 10
Ophir Gottlieb — $ALAB @AsteraLabs gigantic
ALAB far exceeded gudiance for all metrics that we cover, with the top line showing 92% growth versus estimates of 77% and non-GAAP operating margin exc…↗
Feb 10
Shay Boloor — $ALAB delivered 😏
• Revenue $271M vs Est. $250M
• EPS $0.58 vs Est. $0.52
• Operating Income $109M vs Est. $100M
Q1 Guidance
• Revenue $292M vs Est. $260M
• EPS $0.54 vs Est. $…↗
Feb 10
TheValueist — $ALAB (Bloomberg) -- Astera Labs reported revenue for the fourth quarter that beat the average analyst estimate.
FOURTH QUARTER RESULTS
Revenue $270.6 million, estimate $249.8 mill…↗
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 7
The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇
Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP
Thursday: $NBIS $ANET $COIN
Which ones are you…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
Shay Boloor — 15 STOCKS THAT SCALE WITH $NVDA AI ENGINE
1. $IREN builds low-cost, energy-backed compute at industrial scale
2. $ALAB removes GPU-to-memory bottlenecks so inference doesn’t stall…↗
Jan 9
The Future Investors — Unlock our Fundamental Scoring Framework 📊
See how we score companies on a scale from 0 to 100 👇
🟣 94 - $NVDA
🔵 81 - $NOW
🟢 76 - $ALAB
🟡 66 - $MCD
🟠 55 - $OSCR
Check th…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — Every layer of the AI trade is now financially linked where each dollar of AI revenue ultimately flows back into power, chips & data centers.
• Upstream are the chipmakers like $N…↗
Jan 2
Shay Boloor — 2026 OFF TO A HOT START FOR AI DATA CENTER NAMES
• $NVTS +10%
• $ASML +8%
• $MU +8%
• $AMKR +8%
• $ALAB +7%
• $WDC +7%
• $LRCX +6%
• $INTC +6%
• $NBIS +6%
• $IREN +5%
• $ARM +5%
•…↗
InvestmentGuru — Morgan Stanley’s 2026 Playbook: Bull Market Continues.
Morgan Stanley is laying out a strongly bullish outlook for 2026, with the S&P 500 projected around ~7,800 (base case) and…↗
Dec 29
amit — WALL STREET TOP STOCK PICKS FOR 2026:
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL
RBC Capital Markets → $…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently c…↗
Dec 28
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…↗
Dec 26
Shay Boloor — 5 BIGGEST WINNERS FROM $NVDA + GROQ DEAL
1. $MSFT & $AMZN benefit because AI inference stays anchored to a unified Nvidia platform making it easier to deploy & scale AI services w…↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 22
Daave “3 and 30” Tepper — Names I would Like to Like, but for price:
$cien
$lite
$sndk
$wdc
$alab
Assume those names trade up [15%] in 2026 - as a portfolio! - *IF* the bullish AI news capex cycle extends…↗
InvestmentGuru — $ALAB interesting here, nice move on Friday, we might see $180-182 on continuation↗
Dec 21
Ben Pouladian — @insane_analyst The shorts. If you know you know $qcom $crdo $anet $alab hopefully this helps lol https://t.co/BmELQxz5zP↗
Dec 21
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 21
Serenity — @TheWingman4Life For me personally: A stock is "high conviction" when they are fundamentally de-risked and are going from that point to scale.
For example, $NBIS post-MSFT deal. I…↗
Dec 21
Serenity — @itsthesquonky Thanks for the $LITE shoutout. I didn't realize how instrumental it was to $NVDA blackwell, $GOOGL TPUs, and $AMZN Trainium chips.
Insane how it's part the cor…↗
Dec 20
Serenity — @TrueWealthAngel So I’d say $RKLB is definitely the most overvalued right now.
$LITE is edging toward the overbought territory but it definitely warrants a re-rating given how cr…↗
Dec 20
Serenity — I’ve added 2 new stocks to my extreme growth high conviction basket in my personal portfolio.
I’ve never been wrong before about high conviction stocks on longer timeframes (eg.…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 15
Serenity — @pepemoonboy Agreed and I've seen it time and time again.
$AMD in 2016 when people thought it could take on Intel, then capitulation at $5.
$PLTR in 2023 when people believed in…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗
Dec 11
Ben Pouladian — My latest Substack Deep Dive on Data Center optics $alab $nvda $crdo $lite $cohr $mrvl $avgo https://t.co/0hb1Z4vUe8 https://t.co/rTvaxukGgb↗
Dec 11
Daave “3 and 30” Tepper — ai names feel stretched $cien $lite $alab etc
first couple months q1'26 will be a LLM competitive news breaking frenzy.
new grok
meta returns - closed source
anthropic preping f…↗
Dec 8
Ben Pouladian — @TheValueist @ShanuMathew93 I might to a whole write up because $lite $crdo $alab might be confusing to many in the dc topology↗
Dec 5
IvanaSPEAR — The market finally figured out that not all AI stocks are the same. But they are still missing the bigger opportunity.
From January through September, every AI stock moved togethe…↗
— $ALAB expects scale-up optics to begin contributing meaningfully to revenue around 2028–2029 — a reasonable timeline in my view.
The 800G rev impact is expected to start in 2026…
Ray Wang — Good technical explanation on UALink and Scorpio by $ALAB. https://t.co/iw6Vdxg1rX↗
Nov 5
Ray Wang — Good technical explanation on UALink and Scorpio by $ALAB. https://t.co/TT5UP6seAr↗
Nov 5
Ray Wang — 3) Too lazy to make a freakingly long post (like what I did for Hynix) on $ALAB's transcript this Q, but there are a lot of good stuff worth a read.
Recommend it. https://t.co/dm…↗
Nov 5
Ray Wang — 2) Personally, I’m not a fan of UALink, but $ALAB core businesses — switches, PCIe, and retimers — are performing well. Management also seemed to hint at a potential inflection poi…↗
Nov 5
Ray Wang — 1) Interesting that $ALAB is down AH yesterday. Went through the transcript of the call on Tuesday, which I personally think is quite positive. https://t.co/JZ3hZ0K8SF↗
Ray Wang — @KreizJordy UALink. If AMD keep doing UALink and works well in the end, it should benefit $ALAB (obviously↗
Oct 13
Ben Pouladian — @insane_analyst ESUN’s Ethernet push could change AI scale-up, but does it outpace UALink’s latency edge? $ALAB might pivot any ideaon how this shakes out for their Scorpio switche…↗
Oct 9
IvanaSPEAR — The market still hasn’t caught up to what the $AMD +
@OpenAI partnership really means for networking — time to dive deeper 👇
$ANET $ALAB $CRDO $AVGO $MRVL $APH $INTC
The new AM…↗
Oct 6
Ray Wang — Switches are the real key here. $ALAB should take a W here. If $AMD ultimately uses $AVGO scale-up solutions will be FUNNY.↗
Raging Capital Ventures — These were great trades re: $CRDO, and I thought I was so smart, but of course the stock is now at $160. Should have just bought it!
Of course, now I am short again… ($ALAB too)↗
— Networking stocks are on 🔥. Here is what everyone missed $ALAB $ANET :
People have been focusing on how $NVDA is gaining market share inside the rack. Short interest ahead of the…