Anderson Lam

Learning

[Stock PlayMaker 🌐 @stockplaymaker1]

NEW WATCHLIST AT OPEN

#1 $FLD
#2 $BQ
#3 $DSY
#4 $VSME
#5 $TE
#6 $JYD
#7 $PMAX
#8 $HKIT
#9 $CLWT
#10 $YYGH
#11 $CPOP
#12 $GLE
#13 $IPW

WE ARE LIVE ON SPACES; GOING OVER EVERY RUNNER

HIGH RISK CHINA NAMES TODAY

[Stock PlayMaker 🌐 @stockplaymaker1]

WATCHLIST INTO OPEN

#1 $VSME
#2 $CLWT
#3 $BQ
#4 $CGTL
#5 $IPW
#6 $SUNE
#7 $CLIK
#8 $HKIT
#9 $AZI
#10 $TE
#11 $DSY
#12 $FLD

ANYTHING ELSE: FEELS LIKE DAY 3 CHINA NAMES

[Anderson Lam @AndersonInv17]

@stockplaymaker1 Let’s see !

[Anderson Lam @AndersonInv17]

@stockplaymaker1 ACTIVE

[Anderson Lam @AndersonInv17]

@luckystcz @RJCcapital Yeah I gained 15k from PALU as well. It’s good enough for me

[Anderson Lam @AndersonInv17]

@kevinxu 50% loss from the PALU gained from yesterday, still amazing

[Bilaal- BD investing @bdinvestingg]

10 stocks to watch during Computex 2026. These are key data centre related stocks :

$MU — HBM4 36GB delivering 2.6x inference throughput; memory bull case just got louder. 

$MRVL — Jensen called Marvell the next trillion-dollar company; CPO chips confirmed future.

$VRT — Rack power hitting 180kW; Vertiv’s power and thermal management demand accelerating fast. 
$LITE — Named as relevant across optical modules and fiber alongside Coherent; CPO wave rising. 

$ARM — RTX Spark is Windows on Arm; Nvidia just validated Arm’s PC architecture ambitions hard. 

$AAOI — Makes optical networking components (lasers, transceivers) for data centers and telecom.

$AOSL — Designs power semiconductors (MOSFETs, gate drivers) for consumer electronics and EVs.

$POWI — Makes energy-efficient power conversion ICs for appliances, IoT, and industrial use.

$GLW — NVIDIA partnership locks Corning into AI factory fiber supply; 10x US manufacturing capacity. 

$ANET — Capturing majority of 800G and 1.6T switch upgrades as AI clusters shift to open Ethernet-over-Fiber. 

$ON — No direct Computex presence found. ON Semi is a Computex spectator, not a headliner.

[Anderson Lam @AndersonInv17]

@IrenMaxi67 @kevinxu Same, got 14k from PALU itself today. Not bad

[Anderson Lam @AndersonInv17]

@liamlamont1 @optionscjp But that dude didn’t dump.. if you see his most recent post. He still holding it lol