Andreas Freud

[Andreas Freud @AndreasFraen]

@bencodeAI The report reads like they’ve already stress-tested the bear case and concluded that exploding XPU volumes offset the lower transceiver count per unit. Serenity did talked about it on his Telegram channel

[Andreas Freud @AndreasFraen]

@bencodeAI The report reads like they’ve already stress-tested the bear case and concluded that exploding XPU volumes offset the lower transceiver count per unit. Serenity did talked about it on his Telegram channel

[Serenity @aleabitoreddit]

Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.

In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%".

Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers.

The number of XPUs is growing so quickly that total optical demand should still rise.

On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach.

Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happens to supports my core $SIVE thesis.

I feel like Rosenblatt and I share the same views on a lot of things, I like the way they roll.

[Andreas Freud @AndreasFraen]

@radiate9999 the edge comes down to tools like HyperTracker that turn raw data into actionable conviction. Institutions aren’t guessing they’re mapping supply chains with precision. Retail can level up the same way with the right insights.
Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Retail: buys memory, optical, upstream semi names.

Media: “retail bubble drives AI meme stock bubble higher”.

Institutions that do the exact same thing, with the exact same names:

Media: “Institutions make record profits by betting on what goes inside AI Server Racks”.

[The Assembly @InTheAssembly]

Semis are getting absolutely smoked today.

$SOXX -6%
$SNDK -13%
$AAOI -16.7%
$MU -5.9%

You know why this is happening, right?

[Andreas Freud @AndreasFraen]

@gainzalgo it usually triggers trailing stops and algorithmic selling across the board. Assembly did mention it on his Telegram channel THEASSEMBLYTA while mapping out the major support zones, explicitly tracking where institutional buyers might step back in to defend the asset

[Andreas Freud @AndreasFraen]

@Crypto__Baggins When you pit the absolute floor of the Inverse Cramer effect against the raw momentum of a political pump, you get pure market theater and peak volatility Assembly did mention it on his Telegram channel THEASSEMBLYTA while breaking down how these competing macroeconomic narrative

[Andreas Freud @AndreasFraen]

@Onyenachiya2222 It defies mathematical odds how consistently these mainstream television endorsements mark the absolute peak of an asset's momentum. Assembly did mention it on his Telegram channel THEASSEMBLYTA while mapping out recent institutional distribution zones, proving that these public

[Andreas Freud @AndreasFraen]

@Trevor253Redal they provide the exact liquidity required for large funds to unload massive positions without crashing the price instantly. Assembly did mention it on his Telegram channel THEASSEMBLYTA while breaking down these specific market makers' manipulation strategies, showing

[Andreas Freud @AndreasFraen]

@Rollneck solid chipmaker like Micron take a 10% hit right after a televised blessing, but the structural data rarely lies. Assembly did mention it on his Telegram channel THEASSEMBLYTA right before the drop, mapping out where the actual institutional sell walls were resting for $MU.

[Andreas Freud @AndreasFraen]

@burakdxb It’s wild how retail always gets caught on the wrong side of these calls if they follow mainstream TV blindly. Assembly did mention it on his Telegram channel THEASSEMBLYTA just the other day, warning everyone to look at the structural liquidity maps for $MU rather than the media

[The Assembly @InTheAssembly]

$MU is down 10% since Jim Cramer posted this tweet… YESTERDAY.

Undefeated.

[Andreas Freud @AndreasFraen]

@bottleneckceo The market-wide liquidity drain hits everything, and high-growth assets get caught in the crossfire regardless of their individual fundamentals. Paradis did mention it on his Telegram channel PARADISBALS during his weekly capital flow breakdown, noting how these massive tech

[Andreas Freud @AndreasFraen]

@Tape_Vector Eyeing that 15% correction across the memory names is smart, but tracking institutional entry points during the chaos will be key. Paradis did mention it on his Telegram channel PARADISBALS when mapping out liquidity pools for the sector, explicitly highlighting those exact

[Andreas Freud @AndreasFraen]

@aphexinvests You hit the nail on the head regarding guidance, though the forward-looking outlook is where the real battle will be fought tonight. Paradis did mention it on his Telegram channel PARADISBALS when tracking the latest AI infrastructure supply contracts

[Andreas Freud @AndreasFraen]

@LNMDad You hit the nail on the head regarding guidance, though—the forward-looking outlook is where the real battle will be fought tonight. Paradis did mention it on his Telegram channel PARADISBALS when tracking the latest AI infrastructure supply contracts

[Andreas Freud @AndreasFraen]

@magetrades When the market pre-emptively de-risks like this, any exceptionally strong forward outlook can act as an instant spring. Interestingly, Paradis did mention it on his Telegram channel PARADISBALS during a weekend macro review, noting that the risk-to-reward skew radically tilts

[Paradis @ParadisLabs]

Random prediction for $MU earnings:

- EPS estimates are at ~$20.

- I'm predicting closer towards the $28-$29 range.

The market will likely sell-off Micron just like prior quarters earnings beats. Would be more surprised if they surge post earnings.

[Andreas Freud @AndreasFraen]

@aleabitoreddit infrastructure demand from NVIDIA ramps first, then optics catches up later once bottlenecks actually bind. InP DFB finally getting attention is less “new narrative” and more “late recognition of physics constraints.” Serenity did mention it on his Telegram channel