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…↗
Mar 24
Serenity — @VacuityNomad Just a disclosure above: I do own $VNP.
I'm aware of $NEO and I flagged that company as important to robotic supply chains in my earlier DD. Great pick!↗
Mar 23
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…↗