Who is BULL OF BRITAIN?

BULL OF BRITAIN (@bullofbritain) is a FinTwit voice tracked on Surfaced in the Long Research category with 25.2k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @bullofbritain mention most?

Over the past 12 months, @bullofbritain's most-mentioned tickers are $LITE, $SIVE, $NVDA, $AXTI, $AAOI — $LITE leads with 28 mentions.

When did @bullofbritain first mention $LITE?

@bullofbritain's first tracked mention of $LITE was on Apr 6, 2026.

How active is @bullofbritain?

In the past 12 months, @bullofbritain posted 140 times carrying cashtag mentions, totalling 367 mentions across 107 distinct tickers.

Last 12mo stats

367

mentions

107

tickers

140

posts

BULL OF BRITAIN

@bullofbritainLong Research25.2k followers

BULL OF BRITAIN

@bullofbritainLong Research25.2k followers

Past 12mo:367mentions107tickers140posts

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$LITE· Lumentum Holdings3 calls since Apr 2026show all

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About this voice

@bullofbritain posted 138 times over the past 12 months, generating 364 cashtag mentions across 106 distinct tickers. The most frequently mentioned tickers were $LITE (28 mentions), $SIVE (25 mentions), $NVDA (22 mentions), $AXTI (21 mentions), and $AAOI (20 mentions). The account's most recent activity on June 3, 2026 included positions in semiconductor and technology-related equities.

AI-generated from tracked posts · updated Jun 4, 2026

Frequently asked

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Recent calls

3 calls

@bullofbritainMay 5, 2026 · 7:08 PM

All eyes on $LITE earnings today. They have NEVER missed a quarter since IPO. Biggest indicator we have on the Photonics narrative playing out in real time. > Good data I expect $IQE to leg up on the open following > 200G EML mix: Was 5% of laser chip units last quarter, 10% of revenue. Management said 25% by end of 2026. Watch how fast this is climbing - 200G EMLs sell for 2x the price of 100G. This is the margin expansion story. > CEO said last quarter they're undershipping demand by 30% even after adding 20% capacity. If that gap is widening, pricing power only gets stronger. > They received the largest single purchase commitment for ultra-high-power lasers in company history. First scale up CPO shipments expected late 2027. Any pull-forward in that timeline is a major catalyst. >40% capacity expansion target, delivered over half last quarter. Are they on track? Any mention of new fab locations (Southeast Asia rumoured) signals long-term demand conviction. > Anything above $900M guide and the $2B quarterly revenue target they floated at OFC starts looking credible.

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@bullofbritainMay 2, 2026 · 5:26 PM

The big 3 most stable compounders in AI-Semiconductor infastructure. $NBIS - Full-stack AI data centre infrastructure with ~$50B in contracted backlog from Microsoft and Meta, scaling from $530M revenue in 2025 to $3-3.4B in 2026. NVIDIA put $2B of their own money into it, that tells you everything. $SNDK - The AI memory bottleneck nobody's talking about. Enterprise SSD prices up 33-38% QoQ, NAND expected to jump 75% next quarter, and data centre revenue went from 1% to 15% of sales in a single year. $LITE - The only company shipping 200G-per-lane lasers at volume, backed by a $2B NVIDIA investment. No lasers, no photons, no optical interconnect, Lumentum is the chokepoint of every AI network. Also the only

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@bullofbritainApr 13, 2026 · 8:05 AM

@ryansfinance Yeah - if you have conviction on $LITE climbing - IQE will follow at a higher beta

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