Hunter

[作家崔成浩 @cuichenghao]

摄影师摆起pose来，模特都得怀疑到底谁才是主角。🤣

[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.

[华尔街没有名字 @WallStreet0Name]

https://t.co/ChvdwkSoMk

[Hunter @Hunter_Teng]

@ReclaimD1 Whenever I see women talking with their fingers I think of a noisy chihuahua.

[Dep @0xDepressionn]

https://t.co/EKKW7dS4zk

[Hunter @Hunter_Teng]

@elonmusk FSD can be made to be a perfect driving coach, Elon. Can you make a driving coach mode?

[Serenity @aleabitoreddit]

When I see comments like this (and there are a lot) from retail investors:

I immediately think they lack the technical depth.

I'll walk through each one from $SIVE to $LPK:

1. Photonics TAM goes from $14B -> $154B In just two years time, and it's likely going to keep scaling past 2030 as it's the next generation architecture of choice.

It's not going away in 1 year. It's not going away in 3 years, which is why $LITE premiums keep going higher since they're backlogged into 2028.

$SIVE supplies CW lasers and is highly tethered to CPO and now pluggable transcivers for 1.6T and 3.2...

For expected companies like $JBL, Ayar, Lightmatter, Lightelligence, $POET, $MRVL Celestial, and $AMD.

This isn't a "trade", it's the core chokepoint and IP holder for the next generation of photonics.

And it's a comfortable hold for the next few years as they scale to become the next $LITE.

The risk I personally see (since they're already qualified with so many players), it's mainly how much TAM they can capture of the overall optical supercycle. (And potential risks with Win Semi volume ramp, but Win is massive so I can sleep tightly there).

As just supplying lasers isn't enough to justify valuation.

It's TAM expansion downward into making the entire ELS or entire pluggable transceiver that makes these laser companies so valuable.

Then afterward, they can vertically integrating upward for gross margin expansion upward like $COHR into doing the laser fabs or even substrate level.

And that in my view is a very asymmetric risk/reward ratio as we've already seen this done with $LITE as they went from $2B to $80B.

2. $LPK - Is the purest exposure, without the messy financials of SKC Absolics, as the next advanced packaging shift for glass substrates.

Almost every single major semi company from $INTC to Samsung are adopting glass substrates.

$LPK is basically $ASML of this chokepoint, since they supply to ~80% of the global players currently.

Yes, there's "trade cycles" for equipment suppliers like $ASML, where if there's more foundry capex, ASML scales up. But if there's downturns, these tend to perform poorly, and don't capture all the volume ramp that happens after.

However, if the MC is $650m and they're making $100-200M, revenue per costumer volume ramped, the amount they make from the glass substrate cycle will likely exceed current valuations.

And they'll have baseline fundamentals (as more companies adopt the packaging shift), that keeps their valuation up.

It's just a waiting game for volume ramp at this point.

3. $AAOI - This is literally $INTC but for America + Photonics. It's like saying Intel is not a long term investment.

Guess where all your optical transcivers are made?

China. Thailand. Malaysia. If you look at Innolight, Eoptolink, $FN, and others.

AOI is building the largest Made in America supply chains for both CW laser fab, as well as 800g, 1.6T assembly.

Yes, there are pluggable cycle ups and downs to this as well. There's going to be a wave for 1.6T next year, then CPO cannibalizes pluggables down the road.

But since they make the entire supply chain in house, they have extreme optionality for other segments. And like $NVDA older gen-GPUs, there's going to be sovereign DC requirements for older gen pluggables from names like $AAOI.

It's likely going to keep rising as it hits that $400m+/month revenue target H2 2026.

There's just a lot of different short term volatility along the way like the $600m dilution.

4. $IQE - ??? It's one of the most important players in the Western word for epiwafers.

$MTSI went out of their way to pay off IQE's debt because they can't have them going under. $IQE is also supplying to $LITE.

The world is currently bottlenecked both on the epiwafer level from Landmark comments and InP substrate levels.

Their financials were track but the raw book value, and value they hold to the entire Western supply chain... completely justifies their valuation. And other optical companies will not let their core upstream supply chain go under.

As these tens of millions worth of materials would screw up tens of billions worth of downstream products.

Again photonics is the next generation architecture required to scale AI. It's not Quantum where it's just "In development".

It's literally here and the architecture of choice by $NVDA.

I would not be surprised if all of these are a lot higher in 3-4 years time.

People who think it's one and done in 3 months time "only because I mentioned it" don't know what they're talking about.

Institutions would have bought up the name eventually (like Point 72 on $IQE) and retail would only find out after their valuations are 600% higher.

Should really do the research before adding comments like these:

These are all forward growth companies that require in-depth supply chain knowledge.

[自己造船的路飞 @CaptainLufei999]

推荐一位我非常喜欢的医生博主 #人选天选论

[Hunter @Hunter_Teng]

@inari_oji Keep denying, let the whole world see.

[Hunter @Hunter_Teng]

@zack20186 @finfact251234 @MyLordBebo China is on Iran side you dumbass. You hate China because you are brainwashed by the same Jewish media stupid goyim.

[Noah’s Ark 🚢 @NoahsArk1000]

“Even if we don’t love the Christians, we should let the them help us.”

—Jewish guy

That’s not all listen to the Jewish rabbi who’s talking about the Great War.

[NeedMoreAmalek @more_amalek]

Apparently, this Thursday there will be an announcement in Israel that the Mashiach has arrived and he will come to remove the head of Amalek 😭

[后沙月光 @houshayueguang]

以色列从去年6月开始就禁止中国工人进入防空洞。这位在以色列务工的小哥说：“我几乎不可能对以色列人产生同情心。”
上海当年救了这么多犹太人，还给它们捐钱捐物，现在，它们来报恩了。 ​​😑

[Hunter @Hunter_Teng]

@rutasosabu You find one case the japs did not kill wontonly and claim they were not monsters. Care to come to southern China and ask any old people? Whole villages were pushed off bridges in freezing winter at my hometown.

[ₕₐₘₚₜₒₙ @hamptonism]

Peter Thiel literally walks you step by step on how to succeed in 2026:

[Elon Musk @elonmusk]

Powerful words

[Wholesome Side of 𝕏 @itsme_urstruly]

Man is playing an entire orchestra with one instrument. Respect!

[Xi Van Fleet @XVanFleet]

I came across a rare 1971 footage showing an Italian journalist interviewing a group of young female Red Guards working in the fields, undergoing “re-education” from the peasants. These girls were middle-school graduates from Beijing who had already spent more than two years in the countryside. They gave all the expected answers—expressing their devotion to the Communist cause and insisting they would gladly remain peasants for life. But the last girl… she tried to smile, and yet the tears still slipped out.

When I graduated from high school in 1975, I too was sent to the countryside. I worked there for three years, just like these girls. Watching them felt like looking into a mirror of my own past. It brought back so many painful memories.

Communism is slavery！

[The People's Therapist 👏Expert👏 @Careerflex]

This is the story of how I nearly lost everything to activist Swedish Social Services.

In 2017, my family and I were living in Sweden.

I had lived there before as a single man. We thought it was the safe, stable, open society everyone in the West keeps praising.

What happened instead nearly destroyed us.

I am a former Marine with a couple combat deployments to Afghanistan (this detail matters) and was part of Marine Corps Forces European Command in Germany. I worked for Amazon Web Services with a Nordic focus, staged in Stockholm

I managed teams across Sweden, Denmark, Norway, and Finland.

We lived in the countryside, paid taxes, followed every rule. We even insisted on speaking the local language.

We tried to be the ideal expat family.

[SkriptkeeperElect @Skriptkeeper17]

I give you
NEVER FORGET