Eternal_UncleCat

Wandering soul with a camera | Chasing sunsets, faces, and fleeting moments | Landscapes & portraits as my love letters to the world

[Eternal_UncleCat @EternalMeteor]

@LZRationalnvest 闷声发大财，赶紧删帖子

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[zynqorw @zynqorw]

https://t.co/VfHJSrJix7

[Eternal_UncleCat @EternalMeteor]

@vic7777 这个审核一般要几天呢？

[Eternal_UncleCat @EternalMeteor]

一块nVidia Vera Rubin芯片，显存（288GB HBM4）就占了成本的50%以上，这还是不计算溢价的情况，因为黄仁勋早就通过提前锁单的方式锁定了价格。 同时因为存储的缺货，也极大地限制了英伟达竞争对手（谷歌博通亚马逊等）的产能，所以黄仁勋曾经公开表示过内存缺货&涨价对英伟达是好事
#NVDA #MU

[Eternal_UncleCat @EternalMeteor]

@Sean62355548 @shrine791 @caiziboshi 太空是一个巨大的真空保温杯

[Eternal_UncleCat @EternalMeteor]

✨ Witnessing tonight’s lunar magic — the full moon eclipse reminds us how small we are, yet how connected to the universe. 🌕🌌

#LunarEclipse #BloodMoon #CelestialEvent #SkyGazing #MoonMagic #AstroPhotography #FullMoonVibes #NightSky #CosmicBeauty #InstaSky

[Eternal_UncleCat @EternalMeteor]

“Lost in the ocean, found in the fairytale 🌊🧜‍♀️
Becoming Ariel for a day 💖✨”

#MermaidPrincess #Ariel #DisneyPrincess #DisneyMagic #FairytaleVibes #OceanDreams #CosplayPhotography #SeaPrincess #UnderTheSea #MagicalMoments

[Eternal_UncleCat @EternalMeteor]

Into the ocean’s embrace 🌊✨ Becoming the mermaid princess of my own fairytale 🧜‍♀️💙

By: SONY A7M4 FE 55 1.8/FE 85 1.8/SIGMA 35 ART F1.4

#MermaidPrincess #Ariel #DisneyPrincess #DisneyMagic #FairytaleVibes #OceanDreams #CosplayPhotography #SeaPrincess #UnderTheSea

[Eternal_UncleCat @EternalMeteor]

Moraine. Peyto. Emerald.
Three lakes, one journey.
Infinite shades of blue.

Photo By： SONY A7M4 & 24-70 GM ii
#Banff #BanffNationalPark #ExploreCanada #CanadianRockies #NaturePhotography #LandscapePhotography #TravelPhotography #Wanderlust #LakeViews #NatureLovers #TravelCanada

[Eternal_UncleCat @EternalMeteor]

Bilibili World 2025
P1-P2 Brown Fust 2 @Yasal_170
P3-P4 Overwatch

#BilibiliWorld2025 #BW2025

[Eternal_UncleCat @EternalMeteor]

@KCarter48828 @Ricardo01878754 @songmeng0402 @realistic_bell 因为加州这块地本来是墨西哥的啊，割让给美国的

[Eternal_UncleCat @EternalMeteor]

Captured the bluesy side of Lofoten. These dramatic landscapes have such a unique, serene vibe. 💙🏔️ #LofotenIslands #MoodyGrams * #LandscapePhotography
* #TravelPhotography
* #NorwayTravel
* #VisitNorway
* #Arctic
* #NorthernNorway
* #Photography
* #Scenery

[Eternal_UncleCat @EternalMeteor]

Moody blues from the incredible Lofoten Islands, Norway. The atmosphere here is something else. 🇳🇴✨

#Lofoten #Norway #MoodyGrams #LandscapePhotography
#LofotenIslands #BluesyVibes #VisitNorway #Arctic

[Eternal_UncleCat @EternalMeteor]

Tokyo memory

akihabara

#japantravel #japan #japan

[Eternal_UncleCat @EternalMeteor]

今年の河津桜が伊豆半島で満開！ピンクの春が到来。
#河津桜 #伊豆半島 #桜満開 #春 #日本旅行 #自然

[Eternal_UncleCat @EternalMeteor]

@wshngknshji1 你的逻辑和历史还不到中国大陆初中学生水平

读读《过秦论》吧，“以地事秦，犹抱薪救火，薪不尽，火不灭”

[Eternal_UncleCat @EternalMeteor]

2“Through the arch of time, into the heart of the wild. Oparara Arch, a gateway to nature’s masterpiece. 🏕️🌿

Oparara Arch, New Zealand
#NewZealand
#AdventureAwaits
#PureNewZealand #NZMustDo #ScenicViews #NaturalArch #ExploreNZ #IntoTheWild #NewZealandAdventures #HikingNZ

[Eternal_UncleCat @EternalMeteor]

“Through the arch of time, into the heart of the wild. Oparara Arch, a gateway to nature’s masterpiece. 🏕️🌿

Oparara Arch, New Zealand
#NewZealand
#AdventureAwaits
#PureNewZealand #NZMustDo #ScenicViews #NaturalArch #ExploreNZ #IntoTheWild #NewZealandAdventures #HikingNZ