Bruce

ai | fx | crypto 💎

[Bruce @13cxe]

🏎️ Another quiet Monday!! Sitting here with my coffee, eggs, and some dream breakfast thoughts…

What if, back on Ferrari’s IPO day in October 2015, you had the conviction to go big on one of the greatest consumer brands on Earth?

Imagine putting ~$38.235 million into $RACE at $52/share → 735,294 shares.
Then you simply held. And let the magic of a truly exceptional company do its thing.

• Every single year, the dividend arrived and bought you whole Ferraris (at a fixed ~$375k dream price with options).
• Leftover cash bought more shares.

Here’s exactly how it played out:
2016 (first dividend €0.46/share ≈ $0.51): ~$375k → 1 Ferrari
2017 (€0.635): ~$529k → 1 more (total 2)
2018 (€0.71): ~$620k → 1 more (total 3)
2019 (€1.03): ~$858k → 2 (total 5)
2020 (€1.13): ~$912k → 2 (total 7)
2021 (€0.867): ~$771k → 2 (total 9)
2022 (€1.362): ~$1.09M → 2 (total 11) + surplus
2023 (€1.81): ~$1.48M → 3 (total 14)
2024 (€2.443): ~$1.94M → 5 (total 19)
2025 (€2.986): ~$2.52M → 6 (total 25)
2026 (€3.615, just paid): ~$3.18M → 8 (total 33 Ferraris)

By today (May 2026 close at $348.24):
• You own ~746,200 shares
• Share portfolio worth ≈ $260 million
• Plus 33 Ferraris acquired purely with dividends (total original car cost ~$12.4M, but we all know they’re worth way more now)
• From $38M initial → ~$272M+ in combined value. All while enjoying the ride of a lifetime.
• Dividends grew at roughly 20-30%+ CAGR in many years.
• The stock itself delivered ~6.7x on price alone. And the real product? Still the most desirable cars on the planet.

This isn’t just a math exercise. It’s a reminder of how powerful it is to own great companies for the long term.

🏎️❤️💛 #Ferrari

[Bruce @13cxe]

$SPCX So basically we’re fully locked till august 🤔

https://t.co/RmElzcK5HJ

[Kris Kay | 🎲 444 Capital @thekriskay]

if you have a $1 net worth,

you are closer to the 2nd richest person on earth, than he is to Elon.

read that again.

[FinancialJuice @financialjuice]

Nvidia CEO Jensen Huang: Memory shortage to continue for several years

[Bruce @13cxe]

https://t.co/eesmLhEADq

[Bruce @13cxe]

Yesterday $MU reached $1T market cap . Next is $AMD we need $614

[Sancet @Million_Sancet]

The CEO is bullish on $SIVE for three different supercycles

And they see themselves as capable of capturing market share in all of them

Mega bullish for $SIVE

“There is enough demand that several innovative companies can generate enough to make these supercycles happen”

[Bruce @13cxe]

$NBIS coming to take the $CRWV crown down!!

[Bruce @13cxe]

@aleabitoreddit @aleabitoreddit What’s your updated take on $LITE and $COHR price targets or where their market caps head longer-term?

Seeing them as the big brothers’ blueprint — if they keep running, how much does that lift smaller CPO/photonics plays like $SIVE?

[Bruce @13cxe]

$FCEL went %100 since the article

[Bruce @13cxe]

$FCEL Is FuelCell Energy (FCEL) the Next Bloom Energy? https://t.co/oD4tJYA57O

[Bruce @13cxe]

Yesterday $MU reached $1T market cap . Next is $AMD we need $614

[Bruce @13cxe]

"Yapay zekanın yönlendirdiği pazar fırsatlarından yararlanarak Micron'un gelecekteki büyüme için güçlü konumunu garanti altına alıyoruz. Yenilikçiliğe ve operasyonel mükemmelliğe olan bağlılığımız bu çeyrekteki başarımızın anahtarı oldu." $MU CEO⬆️

[Bruce @13cxe]

$ERIC vs $NOK: Nordic Telecom Giants Wins in the AI Era? ⚔️

Two major players dominating 5G/6G RAN outside China. Similar roots, but very different bets right now.

What they share:
•Core business = mobile networks, base stations & telco gear
•Facing flat traditional RAN spending after 5G rollouts
•Big AI + automation upside ahead

Where they diverge:
•$ERIC (Ericsson): The steady, profitable operator. Heavy focus on custom ASICs for power-efficient RAN. Stronger margins (~17% operating), tight cost control, and consistent cash returns via buybacks + dividends. More defensive play.
•$NOK (Nokia): The aggressive AI growth story. Deep Nvidia partnership for GPU-powered AI-RAN (turning cell towers into edge AI compute), plus strong momentum in optical networking, IP routing, and hyperscaler deals. Broader diversification beyond pure mobile.

Mid-2026 Snapshot:
•Market Cap: ERIC ~$44-46B vs NOK ~$86-92B
•YTD Stock: ERIC +~40-60% vs NOK +110-160% 🔥
•Valuation: ERIC ~17x P/E (value) vs NOK ~95-100x (growth premium)
•Margins: ERIC clearly ahead | NOK investing for future upside
•Insider vibe: NOK seeing notable exec buying

$ERIC = reliable cash flow machine in a tough telco capex environment.
$NOK = higher-beta bet on AI infrastructure if the Nvidia + optical thesis delivers.

Both ride eventual 6G tailwinds, but Nokia has pulled ahead on hype and momentum lately while Ericsson holds the profitability edge. #5G #AI

[Lulu Cheng Meservey @lulumeservey]

Proud to unveil the Luce Migliore

A Ferrari electric vehicle designed by me and ChatGPT in 8 seconds at a cost of $0.10

[La Gazzetta Ferrari @GazzettaFerrari]

🚨 | BREAKING!

Ferrari has just revealed its first fully electric car, the Luce.

[Bruce @13cxe]

Poorer version :) let’s say you started more modestly: $520,000 at Ferrari IPO ($52/share → exactly 10,000 shares).

Every year dividends came in. You reinvested everything until this year — when they finally bought your first full Ferrari (~$375k dream price).

Here’s the more grounded journey:
2016 (€0.46/share ≈ $0.51): ~$5.1k → reinvested
2017 (€0.635 ≈ $0.72): ~$7.3k → reinvested
2018 (€0.71 ≈ $0.84): ~$8.6k → reinvested
2019 (€1.03 ≈ $1.16): ~$11.9k → reinvested
2020 (€1.13 ≈ $1.23): ~$12.8k → reinvested
2021 (€0.867 ≈ $1.04): ~$10.9k → reinvested
2022 (€1.362 ≈ $1.47): ~$15.4k → reinvested
2023 (€1.81 ≈ $1.99): ~$21k → reinvested
2024 (€2.443 ≈ $2.61): ~$27k → reinvested
2025 (€2.986 ≈ $3.38–$3.43): ~$36k → reinvested
2026 (€3.615 ≈ $4.26): ~$42,600+ → still building, but with ~88k total shares today you cross the line for your first Ferrari this year!

By mid-2026 (price ~$348):
• You now own ~10,700–10,800 shares (thanks to years of dividend reinvestment)
• Share portfolio worth ≈ $3.73 million (from $520k initial)
• Plus your first Ferrari bought with 2026 dividends 🎉
Total dream value: ~$4.1M+ (shares + car). Not billionaire status, but life-changing wealth from one great decision and patience.

Dream breakfast takeaway: Even the “poorer” version of this story beats most other paths. Start smaller, stay patient, own quality.

The ride is the reward. $RACE

[Bruce @13cxe]

🏎️ Another quiet Monday!! Sitting here with my coffee, eggs, and some dream breakfast thoughts…

What if, back on Ferrari’s IPO day in October 2015, you had the conviction to go big on one of the greatest consumer brands on Earth?

Imagine putting ~$38.235 million into $RACE at $52/share → 735,294 shares.
Then you simply held. And let the magic of a truly exceptional company do its thing.

• Every single year, the dividend arrived and bought you whole Ferraris (at a fixed ~$375k dream price with options).
• Leftover cash bought more shares.

Here’s exactly how it played out:
2016 (first dividend €0.46/share ≈ $0.51): ~$375k → 1 Ferrari
2017 (€0.635): ~$529k → 1 more (total 2)
2018 (€0.71): ~$620k → 1 more (total 3)
2019 (€1.03): ~$858k → 2 (total 5)
2020 (€1.13): ~$912k → 2 (total 7)
2021 (€0.867): ~$771k → 2 (total 9)
2022 (€1.362): ~$1.09M → 2 (total 11) + surplus
2023 (€1.81): ~$1.48M → 3 (total 14)
2024 (€2.443): ~$1.94M → 5 (total 19)
2025 (€2.986): ~$2.52M → 6 (total 25)
2026 (€3.615, just paid): ~$3.18M → 8 (total 33 Ferraris)

By today (May 2026 close at $348.24):
• You own ~746,200 shares
• Share portfolio worth ≈ $260 million
• Plus 33 Ferraris acquired purely with dividends (total original car cost ~$12.4M, but we all know they’re worth way more now)
• From $38M initial → ~$272M+ in combined value. All while enjoying the ride of a lifetime.
• Dividends grew at roughly 20-30%+ CAGR in many years.
• The stock itself delivered ~6.7x on price alone. And the real product? Still the most desirable cars on the planet.

This isn’t just a math exercise. It’s a reminder of how powerful it is to own great companies for the long term.

🏎️❤️💛 #Ferrari

[Ren @ren_stocks]

If Jensen, Nvidia’s CEO, the closest thing we have to a president of AI, is telling you that AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030, maybe follow his lead. It might be scary because we are living in unprecedented times, but build your own conviction.

This is highly bullish for absolutely everything AI related. Here is the supply chain, layer by layer.

CPU
x86: $AMD $INTC
Arm IP: $ARM
Arm silicon: $NVDA $QCOM (re-entering), Fujitsu (6702.T)

Memory
HBM: $MU, SK Hynix (000660.KS), Samsung (005930.KS)
NAND: $SNDK, Kioxia (285A.T)
Bonding / Packaging: Hanmi Semi (042700.KS), $BESI, ASMPT (https://t.co/ImU5ZUVzBr), Disco (6146.T)
Test / Metrology: Advantest (6857.T), $TER, $FORM, $TPRO, $CAMT, $ONTO, $KLAC

Photonics
Transceiver modules: $AAOI, $FN, Zhongji Innolight (https://t.co/fJfUyEPKLM), Eoptolink (https://t.co/u0qPsFRsgi), Accelink (https://t.co/Ff41xZNYWR), Shunsin (https://t.co/YrGDyMo3qE)
EML / CW lasers / ELS: $LITE (200G/lane leader), $COHR, $SIVE, Mitsubishi (6503.T), Sumitomo (6720.T)
Optical connectivity DSP/silicon: $MRVL, $MTSI, $MXL, $CRDO
SiPh foundry: $TSEM, TSMC (COUPE), GlobalFoundries
SiPh substrate / materials: $SOI (Soitec, Photonics-SOI wafers)
InP substrates: $AXTI, Sumitomo (6720.T)
InP epi: $IQE
InP MOCVD tools: AIXTRON (https://t.co/xQbGE51jpE)
Metrology: $M7U
FAU / fiber attach: $FOCI, $TTMI
Burn-in / test: $AEHR, $TRT

Power Semis
SiC / GaN pure-plays: $NVTS, $AOSL, EPC, Innoscience (https://t.co/0d56klPbHo)
Broadline (NVIDIA 800VDC ecosystem): $IFX, $ON, $STM, $TXN, $ADI, $MPWR, $POWI, Renesas (6723.T), ROHM (6963.T), Richtek (https://t.co/93aUqhh5fi)

NeoClouds
Pure-plays: $NBIS, $CRWV
Crypto-miner pivots: $DGXX, $IREN, $APLD, $CORZ, $WULF, $CIFR

Find the theme you believe in and build your own conviction.

Bullish AF ⚡️

[Wall St Engine @wallstengine]

MICRON STARTS ADVANCED DRAM PRODUCTION IN VIRGINIA

$MU says it has started manufacturing 1-alpha DRAM at its Manassas, Virginia fab.

The company says this is the most advanced memory technology ever produced in the U.S.

The 1-alpha node will quadruple Micron’s DDR4 wafer supply at the Manassas site.

Products will support long-lifecycle markets including automotive, defense, aerospace, industrial, networking and medical devices.

Micron expects qualified 1-alpha DRAM production from Virginia by the end of 2026.

The Manassas expansion represents more than $2B of investment and supports 3,100+ manufacturing and community jobs.

It is part of Micron’s roughly $200B U.S. investment plan across Virginia, Idaho and New York.

Micron says it remains the only U.S. manufacturer of memory chips.

[Xiaomi @Xiaomi]

7 minutes, 22.755 seconds.

Xiaomi YU7 GT with Track Package has redefined what an SUV can do on the Nürburgring Nordschleife. It sets a new SUV lap record, running 14 seconds faster than ever before.

The undisputed SUV King of the Nürburgring.

[Wall St Engine @wallstengine]

GOOGLE JUST SHOWED HOW INSANE AI DEMAND HAS GOTTEN

Monthly tokens processed across Google surfaces:

May 2024: 9.7T
May 2025: ~480T
May 2026: 3.2Q+

That is 7x Y/Y growth.

[Bruce @13cxe]

@ParadisLabs One key question everyone should ask is: Will the Big Four keep aggressively ramping capex, or was 2026 the peak?

I don’t think so.