Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 12
Shay Boloor — @trvrg @FuturumEquities $AMKR missed the top 20 since it has 8% margins↗
Jul 9
TheValueist — $AMKR Amkor Technology: Strategic Pivot to Advanced Packaging and AI Infrastructure. Investment Thesis. New: 7/9/26.
Amkor is making a capital commitment that reflects a genuine c…↗
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Trade Whisperer — $DRAM $TSM $ASX $AMKR $AMAT $BESI Advanced Packaging: The Z-Axis Trade.
"Samsung and Anthropic discussing collaboration on 2nm and advanced packaging"
“Anthropic is reportedly di…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Shay Boloor — Semiconductors are extending their pullback for a second straight day:
• $AAOI -17%
• $SNDK -14%
• $KLAC -13%
• $AMKR -12%
• $MRVL -10%
• $COHR -10%
• $LITE -9%
• $CRDO -8%
• $AR…↗
Jul 1
Trade Whisperer — The Z-Axis Avengers
AI is built vertically. Advanced packaging. 3D stacking. Without the Z Axis, none of it works. Even HBM is 3D stacked. Capisce?
$ASX +7.10%
$INTC +6.01%
$TSM…↗
June 2026 · 30 mentions
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 27
InvestmentGuru — The Memory Supply Chain — Every Link Matters
AI memory isn’t just about one company. It’s an entire ecosystem where every player has a role.
$MU – High-bandwidth memory (HBM) and…↗
Jun 25
Michael | Hypermarkets — $AMKR — Amkor Technology
What it does: $MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.…↗
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…↗
May 28
Trade Whisperer — Lightmatter Joins $TSM on COUPE Advanced Packaging Platform for 3D Optical Engines
AI training clusters are hitting hard physical limits with copper interconnects. The shift to 1.…↗
Trade Whisperer — Moore's Law is dead. AI is ALL about Z-Axis.
Advanced Packaging. 3D Stacking. HBM. CoWoS.
AI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-A…
April 2026 · 49 mentions
Apr 30
Shay Boloor — $AMKR plans to raise $1B through convertible senior notes due 2031 with buyers able to add another $150M.
Proceeds will fund capped calls to limit dilution with the rest going tow…↗
Apr 30
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 29
Alphatica — @AntithetosCptl @solbtcethcat There is data in the quarterly filing that points to higher revenue and eps growth down the line. And yes, we know what they guided. Also, $AMKR is ec…↗
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 28
TheValueist — Unfortunately, GAI CDS is cranking higher again. Overall, negative for the picks-and-shovels long trade. Cutting $IREN was one of my better trades this year; I was in from the teen…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
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…↗
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 26
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Jason Luongo — I wanted to share this for FULL transparency.
Heres every LEAP position I’m currently holding:
$IREN - AI data centers & Bitcoin mining
$AMZN - Cloud, robotics, AI infrastructur…↗
Jan 28
Jason Luongo — How I use LEAPs to generate triple-digit returns:
- Buy when RSI < 30 (oversold = opportunity)
- Choose 360+ DTE (let your thesis play out)
- Stick to ATM or slightly OTM strikes…↗
Jan 27
Jason Luongo — January 27th 2026
Buy leaps
Sell puts
Hold shares
Go to the gym
$IREN $AMZN $NBIS $ONDS $LTRX $OSS
$AMKR $HIMS $NVO https://t.co/5C2w8Os8lp↗
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 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…↗
TheValueist — $CRWV $ORCL $AMKR $STX The screen is a cross-sectional snapshot of generic 5Y senior CDS levels and recent spread dynamics across a TMT-heavy universe (mega-cap platform software/i…
October 2025 · 4 mentions
Oct 16
Ray Wang — @AnalysisOp They outsource oS parts to OSAT (ASE/SPIL and $AMKR) given capacity constraint and margin reasons↗
Raging Capital Ventures — @joinyellowbrick Not to mention the insane lead times on new packaging biz $AMKR↗
Oct 6
Ray Wang — $AMKR officially begins construction of its new advanced packaging and testing facility in Peoria, Arizona. The plant is scheduled to begin operations in early 2028.
Upon compl…↗
— 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…
Trade Whisperer — $ASX +9.4% today and nearly +89% since I initiated the thread.
Advanced packaging is not slowing down. The future of AI and Semiconductors is vertical, the Z-Axis.
I've spoken $T…↗
Jun 22
Trade Whisperer — Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR
$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.
CEO Li…↗
Jun 21
Trade Whisperer — $TSM $UMC $GFS $ASX $AMKR $INTC
TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 t…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 20
Alex A.C. — A must-watch video about the Lightmatter SiPho manufacturing process 🤩
From the Foundry, GlobalFoundries $GFS , to the ISE - ASE $ASX pre-packaging electrical and optical testing…↗
Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗
Jun 18
TheValueist — $INTC $TSM $GFS $AMKR My full US Fab and Packaging tracker is in this thread. Here’s the top of the list pre. https://t.co/6lQPl7Xcgb↗
Jun 18
Trade Whisperer — $TSM $AMKR $ASX $INTC Advanced Packaging
TSMC and Amkor Technology have signed a 10-year agreement to strengthen advanced semiconductor packaging capabilities in Arizona, aiming t…↗
Jun 17
Trade Whisperer — The Z-Axis Trade: $TSM $ASX $AMKR $INTC $AMAT $BESI
$AMAT is central to HBM stacking. +46% in one month. https://t.co/VpmAKIbKg3↗
Jun 16
TheValueist — $AMKR $TSM I'm long and strong AMKR 1/15/27 calls at various strikes. Let's do this!
(Bloomberg) -- TSMC & Amkor Technology announced a 10-year agreement to enhance advanced semic…↗
Jun 16
Shay Boloor — $TSM and $AMKR signed a 10-year partnership for advanced packaging and testing services in Arizona.
The deal links TSMC’s Arizona chip manufacturing with Amkor’s packaging and tes…↗
Trade Whisperer — $TSM $MU $DRAM $ASX $AMKR
CoWoS: 8 to 12 HBM stacks
CoPoS (2028): up to 16 HBM stacks
Next gen (2029): up to 24 HBM stacks
Advanced Packaging innovation IS memory demand growth.…↗
Jun 12
Trade Whisperer — $ASX +4% $AMKR +8% $INTC +8%
I am coining a new term here on X
"The Z-Axis Trade" $TSM https://t.co/vu4JUMaNxl↗
Jun 10
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Jun 10
Trade Whisperer — $TSM $ASX $INTC $AMKR $MU $DRAM
Advanced packaging (especially TSMC’s CoWoS) remains a major bottleneck for AI chips that integrate GPUs and HBM.
TSMC’s CoWoS capacity is projec…↗
Jun 9
Serenity — Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my…↗
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 $…↗
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
The Future Investors — $AMD $AMKR AMD is working with Amkor on advanced AI chip packaging in Arizona as the U.S. pushes to build a larger domestic semiconductor supply chain 🇺🇸🤖
Amkor recently acquir…↗
May 21
Shay Boloor — $AMD is working with $AMKR on advanced chip packaging as packaging becomes one of the key bottlenecks for AI and data center chips.
Amkor is expanding capacity in Arizona with pro…↗
May 21
TheValueist — $INTC $TSM $GFS $AMKR Top of my US Fab and Packaging tracker. I believe this is a valid thesis as long as Trumper or one of his minions is in charge. https://t.co/RyybIp0w6L↗
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
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
Trade Whisperer — Golden nuggets from $AMAT earnings 👀
+50% growth in Advanced Packaging equipment revenues in 2026 $TSMC $AMKR $ASX $INTC
Leading-edge foundry, $DRAM, and advanced packaging are…↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR My US Fab and Packaging Tracker. I believe there is still some long juice to squeeze from these names. https://t.co/dABaMnEAQq↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR SCOPE AND SCREEN
The publicly identifiable US universe of companies with semiconductor wafer-fabrication, foundry, specialty microfabrication, or advanced-pa…↗
May 13
SemiAnalysis — OSATs are usually seen as “boring” semiconductor companies. But we’ve been, and remain, bullish on Amkor ($AMKR) and ASE ($3711.TW). Why?
Because both sides of the OSAT model, Asse…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 10
Trade Whisperer — @ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
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 7
TheValueist — GAI CDS is now meaningfully tightening, adding support to the long ORCL HPC/neocloud trade.
$CRWV $ORCL $STX $AMKR https://t.co/CkPStEkHpu↗
May 7
Trade Whisperer — $TSM $AMKR $ASX $INTC $AMAT $BESI
There is no AI without Z-Axis.
Everyone credits AI progress to chips getting smaller. That is the wrong story. AI was not enabled by 2D scaling.…↗
May 7
Trade Whisperer — @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.↗
May 5
Jason Luongo — @WealthCoachMak Doing the same strategy with $AMKR right now↗
May 4
Nancy Pelosi Stock Tracker ♟ — Sen. Markwayne Mullin (R) is on a roll
He disclosed buying up to $150,000 in Amkor twice in 2026
Mullin sits on the Senate Armed Services Committee, which oversees the military s…↗
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…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
Trade Whisperer — $TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging
TSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver.
High-value p…↗
Apr 28
amit — I feel like the people really worried about “buying the dip” today are people that are sitting in majority cash.
I don’t think $AMD is the most amazing dip ever down from $350 to…↗
Apr 28
Dustin — $AMKR Amkor Technology price target raised to $69 from $45 at Morgan Stanley
Morgan Stanley analyst Joseph Moore raised the firm's price target on Amkor Technology to $69 from…↗
Apr 28
Jukan @COMPUTEX — A team lead at Amkor Technology Korea’s R&D center stated that glass substrates are expected to be commercialized within the next three years.
* Amkor has close ties with Inte…↗
Apr 28
InvestmentGuru — $AMD $ARM $MRVL $CRDO $AMKR $RMBS $TSEM all seeing pullbacks after strong recent runs. Nothing unusual — healthy consolidation after momentum can create the next setup.
Keep them…↗
Apr 28
TheValueist — After listening to all the earnings calls today — $AMKR $CDNS $SANM $RMBS (yes, I actually listened to them all) — I don’t see any scenario where $NVDA isn't a $300 stock by 1/21/2…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Serenity — @MeltemDemirkus It depends, this is all recent news. The most cleanest way if you don't want to FOMO in current media cycles is predicting the next one, in CPO or in advanced packa…↗
Trade Whisperer — From my AMA. A skeptic asked a fair question about my credentials and here is my straight answer. Just don't hate me. Okay? 😀
I am an expert in Memory Eng. and Data Science but I…↗
Apr 25
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗
Apr 25
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN…↗
Apr 25
Shay Boloor — MY 3 BIGGEST TRADING PORTFOLIO WINNERS THIS YEAR
• Trading Portfolio: +103.5%
• $QQQ +8.1%
• $SPY +4.7%
• $ARKK (0.6%)
1. $AMKR $50 calls expiring Jan 28 (+529% gain)
Amkor is th…↗
Jason Luongo — 9. $AMKR - Amkor Technology ($78)
One of only two US companies doing large-scale advanced semiconductor packaging. Nvidia partnership secured for the Arizona facility. HDFO packag…↗
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 24
Trade Whisperer — $AMKR Blue candle +63% in 3 weeks.
Advanced Packaging conviction. Candle has completely left the BB so a little caution. Earnings Monday is the moment of truth.
Get 300+ charts d…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 23
Shay Boloor — YTD performance tells you everything you need to know about CPUs becoming the new AI bottleneck:
• $INTC +110%
• $ARM +93%
• $AMKR +87%
• $AMD +50%
As AI shifts toward inference…↗
Apr 23
Trade Whisperer — $ASX $AMKR $TSM $INTC OSATs on the rise
SJ Semiconductor (SJSemi), a leading Chinese OSAT company specializing in advanced chip packaging, has raised approximately USD 740 million…↗
Apr 22
Trade Whisperer — $MU $DRAM - Advanced Packaging.
@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.
Everyone is talking about the HBM angle. Nob…↗
Apr 21
Trade Whisperer — $INTC $ASX $AMKR
Advanced Packaging Continues its Expansion
3D Glass Solutions (3DGS), a U.S.-based company backed by Intel Capital ($8 million invested across rounds) and Lockhe…↗
Apr 18
Trade Whisperer — @chaosjuicebox I can't answer that question.
But here's how my portfolio looks like
$MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗
Apr 18
Trade Whisperer — @danreese347 Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon.
I've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly s…↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Apr 18
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87…↗
Apr 18
Trade Whisperer — $AMKR up 17.7% $ASX up 11%. Both in 5 days.
Advanced Packaging OSAT
Moore's Law went vertical. Every frontier AI chip shipping today requires advanced packaging including optics.…↗
Apr 15
TheValueist — My updated GAI CDS Dashboard is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favorite names.
$CRWV $ORCL $STX $AMKR https…↗
Apr 14
Shay Boloor — TRADING PORTFOLIO UPDATE
I started a separate trading portfolio in the X subscription before the year started that is focused entirely on options (capped at 10 names) where it's b…↗
Apr 14
TheValueist — I generally like $ASX . My write-up is below. I'm not an investor and have spent my time and focus in the OSAT space on $AMKR .
https://t.co/HBrZgHIMCw↗
Apr 14
TheValueist — $AMKR all time high today. I'm long 1/15/27 and 1/21/28 calls. As I have been saying, it is the only pure-play US-based OSAT and hyper-levered to $TSM AZ fab build out. Execution a…↗
Apr 11
Trade Whisperer — $TSM $ASX $AMKR $INTC $DRAM
Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.
ASE Holdings (the world’s leading OSA…↗
Apr 11
Lando — @pepemoonboy Should give @stocktalkweekly some credit, he was on $AMKR before anyone knew abt it. Pretty elite work from that team he’s got↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 10
Trade Whisperer — Shrinking transistors is over. Shrinking distance is the new game.
Advanced packaging.
The speed of light has a speed limit. Distance is the enemy.
Advanced packaging is the sol…↗
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 10
Trade Whisperer — $MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM
The performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.
Advanced packaging is the solution. HBM plac…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
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…↗
Apr 1
KaizenInvestor — @BlackPantherCap would add SK Hynix on memory, thermal management like $VRT, Packaging like $AMKR, and testing like $AEHR↗
Apr 1
Serenity — Modest +1,124.09% return over the past year.
Anon, only a few years left to escape the permanent underclass due to AI?
OpenAI raising $122B is enough to fuel the rally for anothe…↗
— @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 25
TheValueist — Looking to take down $ARM 1/21/28 calls. ARM looks increasingly well positioned in the GAI CPU stack, with real architecture momentum building as x86 loses ground in more conversat…↗
Mar 24
Serenity — @GoldenMeth IMO $AEHR is a great long here and should hit its inflection point in the next few months like $AAOI.
$AMKR better to wait next year since they’re in capex phase and t…↗
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Shay Boloor — @FuturumEquities Forgot to include $AMKR (10% margins) and $CIEN (13% margins) on the list.↗
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 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 10
Serenity — @pepemoonboy LOL when did you become a semi capex bottleneck investor in $AMKR, $ONTO, and others? Was not expecting it.
I love the mindset shift, welcome aboard.↗
Mar 10
TheValueist — $AMKR Amkor Technology (AMKR) Q4 2025 Post-Earnings Debrief
Amkor Technology reported Q4 2025 revenue of $1.89B (+16% YoY), beating the high end of guidance, with EPS of $0.69 als…↗
Mar 9
Jason Luongo — Every single one of these sectors is about to see massive growth over the next decade:
AI Compute: $NVDA
AI Marketing: $ZETA
Semiconductors: $AMKR
Memory: $MU
Data Centers: $IREN…↗
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 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 5
Nancy Pelosi Stock Tracker ♟ — Breaking: Trump has appointed Oklahoma Senator Markwayne Mullin to become the next DHS
In the past year, Mullin has traded over $10.2M worth of stocks
His current portfolio inclu…↗
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 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 1
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…↗
— $AVGO guiding to 1M+ 3D-stacked chips by 2027 shows advanced packaging is becoming real picks-and-shovels layer for hyperscalers building ASICs.
As stacking scales, CoWoS stays b…
Serenity — Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently…↗
Feb 16
Trade Whisperer — $AMKR That BLUE candle was nuclear launch. Now we have a (W) PINK. Losing steam?
260+ Weekly Smart Candle Alerts. Free Trial:
https://t.co/UOnxsgc8Ii https://t.co/oJLBEWTEab↗
Feb 15
Jason Luongo — After 10 years of trading LEAPs, I've narrowed it down to one setup.
The setup:
- Weekly RSI drops below 30
- Buy 360+ DTE calls
- Go 10% OTM
- Sell half at 100% gain
- Let the re…↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
Feb 11
Serenity — Wow…
$AEHR up 30%+ today on hyperscaler orders.
$ACMR up 29% this week on China memory (cmxt + ymtc)
$AXTI up 42% this week on photonics ramp and Google capex spend
$AMKR up 19% t…↗
Feb 11
TheValueist — $AMKR all-time high. Looks like a breakout. https://t.co/Ehb1mQF812↗
Feb 11
Serenity — For the vast majority of retail:
If you want to ride the capex trends happening right now, these are probably must have imo:
1. Memory - $MU, Samsung, Sk Hynix, $SNDK
2. Photon…↗
Feb 10
Jose Najarro Stocks — $TSM JUST REPORTED MONTHLY REVENUE NUMBERS, AND IT'S WILD HOW YOU CAN BE BEARISH ON AI SEMICONDUCTORS -- $NVDA $AMD $AMKR
THREE IMAGES THAT PAINT A BETTER PICTURE
1/3 ---> This…↗
Feb 10
TheValueist — $AMKR AI / DATA CENTER ADVANCED PACKAGING, TEST, AND SUBSTRATE ECOSYSTEM
READ-THROUGH 1 (POSITIVE): AI/HPC ADVANCED PACKAGING DEMAND IS ACCELERATING, WITH OSAT-BASED 2.5D AND HIGH…↗
Feb 10
TheValueist — $AMKR EXECUTIVE CALL SUMMARY: (AMKOR TECHNOLOGY, 02/09/26)
Amkor reported Q4 2025 results above prior guidance on revenue and materially above on reported profitability, with the…↗
Feb 9
Jason Luongo — How to think like a top investor:
1. Buy when others are panicking.
2. Hold 5-10 high conviction names, not 50.
3. Ignore daily price action.
4. Study the thesis, not the ticker.…↗
Feb 9
TheValueist — $AMKR consensus capex was at $1.6bn. These guys are not morons. They wouldn't jack up capex if they didn't see a huge pipeline of new business. They are the only US-based OSAT in t…↗
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
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗
— THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
Jason Luongo — You check your phone 30 times a day hoping your trade finally turns green.
It doesn't. You sell at a loss. You find another setup.
Repeat.
Six months later you've paid more in f…↗
Jan 23
TheValueist — My CDS Dashboard update of the day. Most names are trading inside of their month ago highs. Great point below and something to keep track of. My perspective is that as TMT debt, bo…↗
Jan 22
Serenity — Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$…↗
Jan 21
Jason Luongo — Why I’m so bullish on $AMKR for 2026:
- Key AI packaging partner for TSMC & Nvidia → riding H200/Blackwell wave (China alone could drive ~2M units)
- Revenue projected +9%+ YoY,…↗
Jan 21
Jason Luongo — My top 10 stocks for 2026:
$IREN – AI & digital infrastructure
$AMZN – E-commerce & cloud giant
$AMKR – Semiconductor packaging leader
$HIMS – Digital healthcare platform
$VG – Na…↗
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…↗
Jan 19
Serenity — US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
amit — BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return, Taiwan is pledging $250B in chip related investments.
TSMC had one of their best earnings in history t…↗
Jan 15
Shay Boloor — 5 BIGGEST WINNERS FROM $TSM DOMINATE EARNINGS
1. $ASML sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–29
2. $NVDA…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 12
amit — $TSM $AMKR $INTC
- The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment.
- TSMC would build at least five additional semiconductor fabs in…↗
Jan 12
TheValueist — $TSM $NVDA $AMKR TSM: Trump admin nearing deal with Taiwan, including TSMC commitment, NYT says
The Trump administration is nearing completion of a trade deal with Taiwan that woul…↗
Jan 11
Shay Boloor — $MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York.
Memory is only one layer, so here’s what AI o…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 10
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $OKLO +47%
2. $RDW +44%
3. $NVTS +41%
4. $ONDS +40%
5. $ASTS +34%
6. $EOSE +33%
7. $AMKR +32%
8. $AEHR +30%
9. $OUST +29%
10. $LRCX +28%…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 8
Lando — I’m getting some really intense FOMO right now on a few names I’ve been watching, and just never pulled the trigger on…
> $TE @ $2.87
> $ONDS @ $3.59
> $KTOS @ $44.78
> $AMKR @ $1…↗
Jan 6
TheValueist — CDS update of the day. A little tighter...
$CRWV $ORCL $AMKR $STX https://t.co/nfyvkdxRQ2↗
Jan 5
TheValueist — CDS update of the day. Nothing remarkable; some minor tightening over the past 5 days. More importantly, they are not blowing out.
AMKR stock is currently showing strong upward m…↗
Jan 5
Jose Najarro Stocks — THE AI EXCITEMENT CONTINUES ..., And I'm All For It
Who is in your corner?
$NVDA + 1.4%
$AMD +2.8%
$INTC +4%
$NVDG +2%
$CRWV + 3.8%
$AVGO +1.7%
$AMKR +4.8%
$AEHR +3.8%
$MU +2.9%…↗
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%
•…↗
Shay Boloor — THE GOOGLE TPU ECOSYSTEM
• $AVGO custom silicon powering Google’s TPU chips
• $JBL, $FLEX rack integration installing TPUs into full data-center systems
• $CLS, $JBL module assemb…↗
Jan 1
Jukan @COMPUTEX — AI Chip Order Explosion… TSMC Increases 'Packaging Outsourcing'
TSMC is recently handing over a portion of the advanced packaging volume ordered by clients to ‘Outsourced Semicond…↗
Jan 1
Jukan @COMPUTEX — TSMC is outsourcing part of the advanced packaging volume for Rubin to OSATs such as ASE and Amkor.
There are also reports that as these subcontractors’ technical capabilities hav…↗