Kiselina @Kiselina69

@AdamoMancino The call is so bullish. Hope the dip stays until market open tomorrow

@realLigerCub @AdamoMancino The customers from the call most likely McDonalds and Mondelez 👀

Bad day to be a Burry

JUST IN: BANK OF AMERICA TO DEPLOY $250B THROUGH MID-2027 ACROSS AI DATA CENTERS, SEMICONDUCTORS, ENERGY, ETC.

@LogicalThesis $WATT- over the air wireless power transmitters that keep battery-free sensors running without ever swapping a battery amazon customer Q1’26 rev $3.1M (+799% YoY), 5th straight growth qtr. GM 27%→36%. Net loss –51%. $36.6M cash, no debt. 10 retailer live in 1,500 of 4,700 sites.

@jukan05 $ats.vi is going to eat

No one is ready for the Robotics bull run.

@HeidingOut @LevelVinny Iran “no deal” with trump while hes in office. I suppose thats the “news”

WARREN BUFFETT IS BUYING STOCKS AND YOU ARE BEARISH??

The Kobeissi Letter @KobeissiLetter

4 days ago

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters. Details include: 1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases 2.

483 1K 14K 3.6M 3K

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters. Details include: 1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases 2. Berkshire now holds $364.7 billion in cash and cash equivalents 3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion 4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period Berkshire Hathaway appears to be leaning bullish again.

Most people don't realize how big of a growth wave we are currently experiencing. So far, with 88% of S&P 500 companies reporting earnings, the index has posted +50.4% growth in earnings year-over-year. To put this into perspective, the already astronomical expectation of +23.1% growth has been more than doubled. This will mark the 2nd consecutive quarter of earnings growth above +25% and the 7th consecutive quarter of double-digit earnings growth for the S&P 500. The last time growth was this strong was in Q2 2021 as the US economy emerged from the pandemic and $4+ trillion in stimulus was handed out. We are arguably in the midst of the biggest technological revolution in US history. The data is absolutely insane.

$AAOI "In Q four. I synthetic accuracy we should be able to deliver ourselves more than. $500 million revenue." 💥

$AAOI guided Q2 capacity to approach 150,000 units per month on the Q1 call. Murry said today they are approaching 200,000. "Currently, our total manufacturing capacity is approaching 200,000 units per month, up from nearly 100,000 units per month of 800G and 1.6T capacity at the end of Q1." Roughly 30% ahead of their own plan, and monthly capacity doubled off the nearly 100,000 they exited Q1 at. Lin said demand runs 20 to 40% above what they can build and that capacity is booked through Q2 2027. Haven't seen a single post about this yet... Full breakdown of the quarter below! $AAOI $LITE $COHR

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I honestly think that those positioned correctly in the next few weeks (leading up to the Anthropic IPO) can change the entire trajectory of their lives. 20 stocks I like today and why: $AAOI 800G transceivers through 2027 $AMD MI400 ramp is real $AMZN AWS neocloud demand going up $ASTS direct to phone satellite monopoly $AXTI InP substrate chokepoint owner $BTC & $IBIT halving cycle still intact $CCXI first US listed pureplay humanoid $CPSH potential space bottleneck IMO $GLD central banks keep buying $IREN cleanest HPC revenue ramp $LITE Nvidia backed photonics leader $MU HBM shortage until 2030 $NBIS lowest cost per MW operator $NUAI Wilkinson called next Picasso $QQQ structural bid keeps pushing up $RKLB small lift launch leader $SLNH behind the meter power $SNDK NAND memory shortage $WULF $19B Anthropic anchor deal $WYFI Leopold backed Nscale anchor Memory. Neoclouds. Photonics. Robotics. NFA but I'm always trying to find setups.

CMB International says InP laser shortage is estimated to be above 50% in 2026. $COHR $LITE

Nvidia's announcement of co-packaged optics entering mass production provides a boost to optical communications. "Gilad Shainer, Senior Vice President of NVIDIA, announced that Co-Package Optics (CPO) has entered mass production." "According to foreign media reports, Gilad Shainer announced at a recent technology forum that CPO has begun mass production. Switches developed by Nvidia in collaboration with its supply chain have been delivered to close customers and are also being deployed at Nvidia's own facilities. It is expected that a large number of switches with CPO technology will be introduced into AI factories around the world this year."

I heard from a trusted source that Anthropic’s ARR as of mid July was $80B At the pace they’re on there’s a chance they crack $100B ARR by the end of August

What if the really crazy part of the bubble hasn’t happened yet

$LITE CEO Michael Hurlston at the RAISE Summit warned that the supply gap for InP lasers for AI DCs: Is facing a more severe supply chain crisis than memory. And with Lumentum's 5 InP fabs, shipments would be more than 30%+ below customer demand. This is especially visible with EMLs today but is already expanding to CW, especially as CPO ramps. I've always been a fan of the laser chokepoint + bottleneck from $AAOI, $SIVE, $LITE, and $COHR. And glad this thesis is starting to see validation.

$LITE is scrambling to lock down InP supply from $AXTI meanwhile $AAOI is building the only American InP capacity on earth while trading at 3x 2028 earnings And also the $LITE ceo said InP will be a bigger bottleneck than memory. $AAOI to $1000++++ 🚀