Louis_t

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

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.

The optical names are quietly becoming AI infrastructure compounders

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

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

AVGO bounced 3% but still way below pre-earnings. the -15% guide reaction might've been overdone, watching for a base

is crypto just trading as a high beta tech proxy now, down when Nasdaq is down? 🙋

COST beats, market panics, COST beats again. 9.8% comp growth, e-commerce up 21.5%, EPS $4.93. not touching my position, not reading the news, distribution still comes. I am at peace 💤

DELL hits ATH before end of Q3 2026. USD 167B full year guidance + backlog still growing. the street hasn't fully repriced this yet 📸 screenshot this one

Thursday produced a notable divergence: the Dow closed at a record while the semiconductor index fell more than 2%. Officials watching financial conditions ahead of tonight's payrolls will read this not as broad risk-off but as sector-specific repricing. Translation: the rotation does not change the Fed's calculus by itself, but a soft jobs number tonight could turn an orderly rotation into something more defensive heading into next week's meeting.

Quantum Stocks Are Up 30%. How Much Should You Actually Own?