John Street

S&T Grad Analyst @ BB based in HK 🇭🇰

[John Street @JohnnyAxelrod]

@Moshaikh Damn Shitadel

[John Street @JohnnyAxelrod]

@burrytracker Well played

[Jason's Chips @jasonschips]

In investing, a lot of information you can acquire via the internet and Claude tokenmaxxing.

But there is an entirely different world which you can only tap into through conferences and in-person conversations.

This post is the result of spending a full week in Taipei staring at racks and talking to people! We cover

1. Immersion Cooling
2. Fuel Cells
3. Hiwin (Robotics Supplier)
4. DRAM
5. Kyber Racks
6. Astera Labs
7. Nvidia RTX Spark (Laptops)
8. MediaTek MicroLED
9. Scale-Out CPO
10. Scale-Up CPO

And some implications for CPO players like $LITE.

[John Street @JohnnyAxelrod]

@citrini 😭😭😭

[John Street @JohnnyAxelrod]

@zerohedge Wow

[John Street @JohnnyAxelrod]

@NingiResearch I’m a huge SIVE bull but I’m gonna save this post for later. Good to hear opposing views 🤝

[John Street @JohnnyAxelrod]

@hamptonism Bro you be pulling 10s

[John Street @JohnnyAxelrod]

What a second order effect lol - but a good thought

[Jukan @jukan05]

JPM: Another beneficiary of the AI cycle is European luxury stocks

The report argues that the AI supercycle has driven a surge in HBM and memory demand, sharply improving earnings expectations for Samsung Electronics and SK hynix. This, in turn, has supported equity-market strength, with the KOSPI up 91% year-to-date, bolstering consumer sentiment and high-end consumption.

While Korean households’ allocation to equities, bonds, and funds is only around 4%, lower than in the U.S. or Western Europe, the magnitude of the market rally means the wealth effect is still meaningful. JPM also estimates that the after-tax bonus pools at Samsung Electronics and SK hynix alone could reach roughly $25 billion in 2026 and more than $35 billion in 2027.

JPM expects this wealth effect to be particularly concentrated among younger male consumers. Given that roughly two-thirds of Samsung Electronics and SK hynix employees are male, the categories most likely to benefit first are luxury cars, watches, high-end ready-to-wear, and outerwear. Leather goods and jewelry, which are more female-oriented categories, could also benefit, but more through gifting demand than direct consumption.

[John Street @JohnnyAxelrod]

@zephyr_z9 😹😹😹

[John Street @JohnnyAxelrod]

@PepInvestStocks @aleabitoreddit

[Pep Invest @PepInvestStocks]

Did you listen? $ACCON $BEAMMW

[Jukan @jukan05]

I wasn’t planning to share this, but it’s such a high-quality explanation of CPO that I have to.

Just watch it. You’ll regret it if you don’t.

https://t.co/Z5M3TvHH2B

[John Street @JohnnyAxelrod]

@jasonschips Interesting

[Paradis Labs @ParadisLabs]

Core Themes:

CPU
HBM/NAND
Burn-in / test
Glass core substrates
ABF/InP substrates
800G/1.6T transceivers
CW lasers/ELS
SiPh foundry
InP epi
FAU
SiC/GaN
Fuel cells
Transformers

[John Street @JohnnyAxelrod]

@kevinxu Then how are you supposedly anti Serenity…lol bro be larping

[Jason's Chips @jasonschips]

https://t.co/OfYdTHQqyP

[John Street @JohnnyAxelrod]

@IamRamenPanda 什麼是檀香园lol 為啥不直接用英文名呢

[John Street @JohnnyAxelrod]

@aleabitoreddit I did 🫡

[JUNK BOND ANALYST @junkbondanalyst]

“Wow, literally every single investment bank is involved in the SpaceX IPO”

Jefferies:

[John Street @JohnnyAxelrod]

@IamRamenPanda Same here