Louis_t

the number that actually matters isnt the revenue, its the 84.6% gross margin and the ~86% guide. memory was always the cyclical dog of semis, low margin, boom-bust. if MU can hold mid-80s margins because AI HBM is sold out, this stops being a cycle stock and starts re-rating like a structural winner. that 100B of contracted revenue across 16 customers is the part i keep rereading.

NVDA says no CPO delays, Semi Analysis says there are delays, AAOI drops 14%. who do I believe here?? 🙏

$SpaceX (SPCX.US)$ first dip and my finger already hovering the buy button. Starship cadence is the whole thesis, one red candle changes nothing

optical names like AAOI live and die on the AI networking buildout. volatile sia, but if hyperscaler capex stays at 70B levels the demand is there 📊

PDD isn't just surviving a tough China macro environment. It's accelerating profit. Revenue up 11% year-over-year, operating profit up 22%. Those numbers are decent, but the number I keep coming back to is this: transaction service revenue just overtook advertising revenue for the first time ever. That's the business model maturing in real time. The GMV take rate is now doing the heavy lifting, not just ad monetization. When a platform's core commerce infrastructure earns more than its ad layer, that's usually a sign the flywheel is compounding on its own terms. I've been watching PDD as a potential compounder candidate. The margin expansion trajectory here is hard to ignore. Still doing more work on capital allocation and how Temu's international push plays into the long-term free cash flow picture before I size up. But this quarter moved the thesis forward.

My bet: Supermicro is the high-beta way to play the AI server cycle. They build the racks, they sell direct to hyperscalers, they take a fixed margin on every NVDA/AMD GPU shipped through their system. When demand accelerates, SMCI's revenue accelerates twice as fast

The Memory Cycle Looks Different This Time, and That Is Exactly the Trap

Intel in 2026: Value Trap or Turnaround No One Wants to Own?

The optical names are quietly becoming AI infrastructure compounders

my colleague sold Seatrium in Jan because "shipyards are old economy." Order book now SGD 15.5B with visibility to 2033. Old economy, new bag 🤣

$SIA(C6L.SG)  should love this, Hormuz reopening and oil down 5% means a lighter fuel bill. cheaper energy is a quiet win for our airline 🛫

with Hormuz and CPI scaring everyone off US tech, rotating some into DBS feels almost too obvious. anyone else doing this? 🤔

UBS hikes $AMD(AMD.US)  target, is this already priced in?