$INDI

@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 🤖 EDGE AI $QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC → AI leaves the data center. Devices. Cars. Factories. Multi-year secular trend just getting started. 🏗️ AI INFRA $SGH · $SKYT · $AVGO · $NVDA · $ARM · $CRDO · $MRVL → The “Nvidia-only” era is over. The full stack is getting priced in. ⚡ POWER $POWI · $TXN · $MPWR · $VICR · $GANX · $AEHR → AI data centers are power monsters. Unsexy. Essential. Increasingly scarce. 🔬 FUTURE-TECH $LWLG · $AXTI · $POET · $TSEM · $GFS · $IPGP → Silicon photonics foundry capacity = national strategic asset. 🛠️ EQUIPMENT $AMAT · $LRCX · $KLAC · $ASML · $ONTO · $ACMR → Without these, nothing above gets built. Map the full stack. That’s where the alpha is. Not financial advice. DYOR

@investmentguru_May 1, 2026 · 10:52 AM

In 10 months 8/10 gave big returns $AEHR +841% $ASTS +270% $RKLB +267% $OUST +200% $INDI +105% $AQST +94% $QS +79% $ABCL +66% $SOUN -19% ❌ $PCVX -16% ❌

@investmentguru_May 1, 2026 · 12:39 AM

Great day across this name $VLN $INDI $SIVEF $IQEPF $MX $GCTS

@investmentguru_Apr 30, 2026 · 11:43 AM

@topsecretstocks $INDI yes I like in semiconductor and in my watchlist

@investmentguru_Apr 25, 2026 · 9:57 PM

8 Under-$10 Semiconductor Names Worth Watching $INDI — Automotive semis play. ADAS + LiDAR + radar + humanoid robotics exposure. $7.4B strategic backlog. Converting that to revenue is the key catalyst. $VLN — 7 straight quarters of revenue growth. Q4 beat guidance top-end with $19.4M revenue & 60.5% gross margin. New MIPI A-PHY design wins in automotive. Cutting costs too — $5M annual savings plan in motion. $SQNS — IoT/4G LTE cellular semiconductor play. Small cap, niche, speculative. Watch for design wins or partnership news as catalyst. $GCTS — 5G connectivity chips. Sub-$10 speculative tier. Analyst coverage building. Low float = high volatility potential. $MX — Magnachip. EPS beat by $0.24 last quarter. Korean power semi turnaround — exited display biz, pivoting hard into automotive & industrial. Insider buys in March. $ICG — Crypto mining chips + Ethereum staking infrastructure. Q4 revenue down 51% YoY — cycle risk is real. H1 2026 recovery hinging on altcoin demand (ALEO, DOGE, XTM miners). High risk play. $SIVEF — Swedish 5G mmWave + photonics semiconductor play. Revenue up 32.9% in 2025 to 360M SEK. Named a 2026 Top Pick by Northland. OTC-listed, low liquidity — pure momentum + sentiment driven. $IQEPF — UK-based compound semiconductor wafer supplier. Wireless + Photonics + CMOS++ segments. Global play on 5G RF devices & infrared photonics. Sub-$1 OTC name with high speculative torque. Not financial advice.

@investmentguru_Apr 25, 2026 · 9:50 PM

Building a Semiconductor Watchlist: 20 Names to Watch $AMKR — Advanced packaging $GFS — Mature-node foundry $LSCC — Low-power FPGAs $AEHR — Wafer-level burn-in test equipment $AXTI — Compound semiconductor substrates (GaAs, InP) $NVTS — GaN/SiC power chips, AI data center play $POET — Optical semiconductors, photonics $INDI — Automotive/ADAS chips $VLN — Automotive connectivity $HIMX — Display drivers, IoT $VECO — Semiconductor equipment $SKYT — US-based foundry, govt contracts $PLAB — Photomasks for chipmakers $SQNS — 5G/IoT chips $GCTS — 5G connectivity $MX — Power & display chips (Korea) $ICG — ASIC crypto/AI chips $ACLS — Ion implant equipment $TTM — PCB/semiconductor packaging $VSH — Passive components, discrete semis

@investmentguru_Apr 24, 2026 · 11:25 AM

$INDI — The Brain Behind Autonomous Everything Vehicles are no longer just mechanical — they’re becoming intelligent systems. INDI provides the chips that enable ADAS, vision, and real-time decision-making. As autonomy evolves from assistive to fully autonomous, chip content per vehicle increases massively. This is a long runway story tied to EV + AI convergence.

@investmentguru_Apr 24, 2026 · 10:06 AM

$INDI and $VLN are still cheap

@investmentguru_Apr 22, 2026 · 9:57 AM

$INDI — indie Semiconductor is a sleeper in the autonomous vehicle chip space. This company makes the silicon brains behind ADAS — radar, LiDAR, ultrasonic sensors, computer vision SoCs — and is quietly stacking design wins across global OEMs. Partnerships with BYD, YF Tech, and Avatr in the Greater China market are already locked in, with high-ASP machine vision and radar programs expected to ramp up revenue contributions ahead. Multiple robotaxi and large automaker program design wins, along with a Tier-1 radar ramp moving from stagnation into sustained production, support faster commercialization. Analysts have a Strong Buy consensus with a 12-month price target of $6.25 — representing a 112%+ upside from current levels. The stock is beaten down, trades well below its potential, and sits at the intersection of EV, autonomy, and photonics trends. High-risk, early-stage — but the design win pipeline is building fast. Not financial advice.

@investmentguru_Apr 17, 2026 · 12:09 AM

Today’s move $POET +5% $NVTS +20% $VLN +5% $INDI +10% This is long term potential

@investmentguru_Apr 16, 2026 · 6:55 PM

$POET $VLN $INDI $NVTS Hopefully

@investmentguru_Apr 15, 2026 · 11:18 AM

$VLN $INDI $NVTS $POET

@investmentguru_Apr 13, 2026 · 10:27 AM

Top 4 Conviction Semiconductor Plays $POET — AI bandwidth play. Photonics solving the real bottleneck → data movement. Early + explosive upside. $NVTS — Power is the constraint. GaN tech makes AI/data centers more efficient. Pure picks & shovels. $INDI — Autonomy = more chips per vehicle. EV + AI convergence with a long runway. $VLN — Data backbone. More sensors → more data → VLN wins quietly. AI isn’t just chips — it’s power, data, and connectivity. Not financial advice

@investmentguru_Apr 10, 2026 · 1:17 AM

$POET $VLN $INDI $NVTS

@investmentguru_Apr 9, 2026 · 11:00 AM

$POET and $LWLG best risk reward in photonics $SATL and $SIDU best risk reward in Space $VLN and $INDI best risk reward in semiconductor