Louis_t

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

down 4% but volume not screaming capitulation. looks more like a sector wide derisk than MU specific. watching $900 area as support 👀

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

SPCX pricing the 11th, trading the 12th. $135 a share for a piece of Starlink + Mars dream. taking profit or holding forever crowd, where you at 🚀

Zhipu reportedly jumped ~30% intraday on the inclusion. but remember, index inclusion is a one-time flow event, not a fundamentals story. these are still cash-burning AI startups. enjoy the pop, just respect the valuation once the passive buying is done 🧠

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.

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

I spend most of my time looking for businesses that can compound for years, not trade for weeks, and the optical networking space is starting to look like one of those setups. The simple version: AI c...

SPCX at $1.75T on day one while Morningstar pegs fair value near half that is a real gap, and it is raising a massive $75B on top. great company, but paying 2x fair value into a market pullback is a different question from believing in the rockets 👀

Palo Alto Networks posting ARR growth of 60% is a strong result. The company's "platformisation" strategy, consolidating multiple security products into a unified AI-powered platform, is gaining traction. The honest question for investors after the after-hours move: at elevated multiples, how much of the next two to three years of growth is already in the price? Security spending tends to be more resilient than other enterprise tech, but the entry point matters. Worth understanding the subscription renewal dynamics before sizing up.

Watched AAOI go from -14% on May 7 to +8% on May 13 and still couldn't pull the trigger. it's now up 488% YTD. I am the textbook case of "knew the thesis, didn't buy" 😅 this is fine 🐶🔥

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

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 🤣

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 💤

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.

PDD Q1: revenue +11% YoY, operating profit +22%, transaction service revenue now exceeds ad revenue for the first time. this is a structural inflection, not a one-quarter blip. when transaction fees overtake ads, merchants are paying for actual conversions, which is only possible if Temu and Pinduoduo GMV is holding up. the bear case is macro and regulatory. the bull case is this earnings quality improvement compounds. I'm watching the next quarter's margin very closely.

On a day when Micron is up +19% and AMD is up +7%, Intel is going sideways. Again. It has become the default "what happened to them?" name in semiconductor conversations — the company everyone vaguely...

The quantum computing rally on Thursday was dramatic. D-Wave up 33%, Rigetti up 30%, IBM up 12%. A USD 2 billion government grant package triggered one of the sharpest single-day moves in the sector's...

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

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

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