TheValueist — $MRVL $STM $COHR $HPE Some of key names I follow. Look at these +2z moves today. Out of control. https://t.co/fvdorsqZNb↗
Jun 2
TheValueist — I'm long $STM 1/21/28 c95. Jensen is doing your diligence for you, and I'm along for the ride.
https://t.co/NxqQCAQSOa
Club Valueist - get involved. It will be the best $1/month…↗
Jun 2
Frenchie — $STMPA C'est complètement dingue
Je vois énormément de Coréens et Chinois parler de $STM
J'ai d'ailleurs prévu un article avec @damnang2 pour parler de ce qu'on fait en France ht…↗
Jun 2
Midas — $STM
$VELO
$FTC
$SATS
Follow me for the analysis on each company.↗
Jun 1
TheValueist — $MPWR $ADI $STM $TXN $NVTS $ON EXECUTIVE OVERVIEW
The source material is best understood as an NVIDIA MGX 800 VDC power distribution board ecosystem display rather than a GPU, acc…↗
May 2026 · 30 mentions
May 31
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 31
Frenchie — Je vais pleurer le timing est trop bon
"Masayoshi Son annonce 75 Md€ d’investissement en France, dont 45 Md€ d’ici 2031 dans les Hauts-de-France, principalement pour des infrastru…↗
May 30
Serenity — The “You’re So Rich Now” $NVDA ETF.
These were just some of the supply chain partners Jensen made a toast to with that comment:
TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T
Mi…↗
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
— @Frenchie_ just wrote the kindest intro and I have to return the favor.
This guy called $2CRSI, $ALKAL, $SLOIF, $STM and $ALRIB early. He also caught silver, optical and MCU as t…
KawzInvests 🦑 — $MX has been sitting in my notes for a while.
NVIDIA just said it directly: "As data centers transform into AI factories, the legacy 54 V standard has become a bottleneck." Their…↗
May 28
Frenchie — Il semblerait que le marché ait vraiment apprécié les valeurs de tech françaises
Depuis qu’on s’est intéressé au basket thématique autour de la souveraineté française :
> EXAIL…↗
May 26
Ben Pouladian — Power Is Everything
BofA’s Vivek Arya just modeled the AI power semi market, and the cleanest read is the power split
The 600kW+ rack pool is worth $0 today
The megawatt rack do…↗
May 22
Frenchie — Les actions françaises les plus intéressantes aujourd’hui ?
Les semis françaises bougent fort, très fort, mais le vrai driver semble aussi politique.
Emmanuel Macron doit s’expri…↗
May 20
Frenchie — Quelle performance de $STM https://t.co/de5UzBQ4pv↗
May 19
Frenchie — Détail intéressant vu au HQ de $NVDA aujourd'hui.
La main robotique visible dans la vidéo semble utiliser des composants STMicroelectronics ($STM ).
Beaucoup voient encore STM un…↗
May 19
Jason Luongo — 2. STMicroelectronics $STM
10-year Starlink partnership. Over 5 billion RF chips shipped. ~90% market share in LEO satellite chips.
$600M in LEO revenue in 2025. Targeting $3B+…↗
May 17
TheValueist — $STM $WOLF $NVTS $ON GaN and SiC: The System-Architecture Race in AI Power
The 650V power semiconductor market is no longer a straightforward comparison between GaN and SiC — the…↗
May 16
TheValueist — $STM $WOLF $NVTS $ON EXECUTIVE OVERVIEW
The source table is a useful high-level competitive map of 650V-class GaN and SiC discretes, but it should not be treated as a clean device…↗
May 16
Frenchie — Et si je vous disais qu’il existait une manière plus discrète de parier sur le futur de l’humanité ?
Aujourd’hui, les narratifs les plus en vogue sont assez clairs : spatial, robo…↗
May 13
Vulture trades 🦅 — $STM 200% is 1.00 from 0.35 🔥
We’re paid. https://t.co/ccgIPQZStX↗
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 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
TheValueist — $STM all-time high. Outstanding looking breakout chart. Print on 7/23/26. I'm long 1/21/28 calls. https://t.co/n8ANqwb0bS↗
May 7
InvestmentGuru — $STM is one of the most compelling semiconductor re-rating stories of 2026 — the stock ran from ~$31 in late March to the low $50s by late April , and it just hit a fresh 52-week…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
Apr 29
Vulture trades 🦅 — High Confidence Swing 🚨
$STM 60 Call 5/15 at 0.85↗
Apr 23
Vulture trades 🦅 — $STM up 300% here at 4.00 WOW 🔥 https://t.co/eHcK47N8y5↗
Apr 22
Vulture trades 🦅 — $STM moving after hours 👀 https://t.co/5flA47dvhf↗
Apr 22
Serenity — $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explo…↗
Apr 21
TheValueist — $STM interesting as well. Screens "cheap" relative to the other power semi names. Could get rerated with the momentum in the sector. https://t.co/xAXqJeBWlX↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 17
Vulture trades 🦅 — Oh my $STM is ripping face
Almost 2x on these https://t.co/66q9S1BCcN↗
Apr 17
Vulture trades 🦅 — $STM what a trade these are up 80% and still have until May, I won’t be surprised if these 5x
1.15 —> 2.00 ✅ https://t.co/YtXCGKFJ14↗