Sa Viewer

I am not a bot, but it is an intriguing thought.

[Deirdre Bosa @dee_bosa]

fascinating chart
AI not longer just about intelligence benchmarks, but intelligence x cost to run

Green quadrant is the sweet spot: smart enough to matter, cheap enough to scale

[Stock Market Nerd @StockMarketNerd]

AI Infrastructure PEG Ratio Comp Sheet:

[zerohedge @zerohedge]

Chips > hyperscalers > software, most of it funded by IG, HY debt and SPVs

[Skeptik @MarkusCarter17]

SEC Dive 🤿🗃️; $CIRQ from @roundhill

Everyone is chasing the chip designers, but what about the plumbing behind the AI boom? 🚰⚡

Enter $CIRQ: Roundhill’s newly proposed MLCC & PCB ETF. It’s a pure "picks and shovels" play. Instead of buying NVIDIA, $CIRQ targets the critical infrastructure (capacitors and printed circuit boards) that every single AI server, EV, and smartphone requires to function.

Where it fits in the thematic universe:
1️⃣ $DRAM: Highest AI leverage
2️⃣ $PSEM: Power management
3️⃣ $CIRQ: Structural electronics supply chain

Filed but not live yet;
https://t.co/lcpUTqxwXn

If AI infrastructure spending holds, these highly specialized component makers stand to win regardless of who dominates the chip race. 🧠

#ETF #CIRQ #Semiconductors #Investing #yield #income #growth #portfolio #tech #chip $NVDA

[法克魷吉米 Jimmy | Real TSMC Insight | 純愛を学び中 💜 @jimmy_yoasobi]

1/8

A lot of people are talking about glass core substrates.

But if you are not from the packaging industry, you do not need to memorize every technical term first.

Start with one simple idea:

Glass core does not mean the chip itself becomes glass.

It is about making the “foundation” under a large AI chip package more stable.

[TJTheWheelDeal @TJTheWheelDeal]

This is a GOOD VIBES POST!!

My wife and I have been paired with a surrogate out of Oregon.

Baby Wheel Deal Josiah or Julianna coming atcha live if all goes well :)

No negativity will be tolerated on this post. Mute and Block button is locked and loaded on this one :)

[Sa Viewer @SaViewer13042]

@RachelDashCS 😢

[Rachel Dashiell, CFP, CMT @RachelDashCS]

I’ve had some rough days, but today was one of the toughest. I had to say goodbye to my best friend of 12 years.

12 years ago, she fell asleep in my arms when she was just 8 weeks old on the way home from the shelter. And today she fell asleep in my arms on her way to her new home in Heaven.

Chloe, thanks for the years of snuggles, frolicking in oceans, being my camping & hiking buddy, and smiling on every walk with me. I will see you someday 🫶🏼

[Sa Viewer @SaViewer13042]

@TuttleCapital Why are $CEG and $VST not doing well though.

[Skeptik @MarkusCarter17]

SEC Dive 🤿🗃️; $CRAM from @defianceinvest

Defiance just filed the China Memory & Storage ETF (CRAM) 🇨🇳💾

A pure play on China’s "memory sovereignty" & AI chip self-sufficiency. Focuses on domestic DRAM, NAND & packaging amid US export curbs.

Higher political risk & upside than global $DRAM or $SMH. Geopolitical alpha.

Filed but not live yet
https://t.co/R4SClh9hAF

#RAM #semiconductor #chip #memory #growth #income #yield #portfolio #China #dividends

[Peter Berezin @PeterBerezinBCA]

AI spending is massively skewed toward a small share of power users.

[Sa Viewer @SaViewer13042]

@ms_roundhill Got it. Are you selling SPY put spreads?

[tae kim @firstadopter]

I told you Anthropic’s doom marketing would backfire. I disagree with the U.S. government’s move, but Anthropic's management deserves some blame for the panic, hysteria and FUD they stoked.

[Sa Viewer @SaViewer13042]

$BIDU Head and Shoulders? @RachelDashCS

[Deirdre Bosa @dee_bosa]

The margin of safety is almost gone

Hyperscaler capex is approaching telecom bubble levels as a % of operating cash flow... and once the buildout starts leaning more on equity & debt the market is going to look at it differently

[Skeptik @MarkusCarter17]

SEC Dive 🤿🗃️; $YRAM from @YieldMaxETFs

The Memory & Storage ETF (YRAM) 🧠💾 Unlike traditional single-stock funds, $YRAM provides diversified exposure to an entire semiconductor sector (DRAM, NAND, SSDs, and data infrastructure) paired with an active options overlay.

🎯 **The Strategy:**
* **Primary Goal:** Generate high current income by harvesting volatility via covered call spreads.

* **Secondary Goal:** Capital appreciation from the AI and data center buildout.

⚖️ **The Trade-Off:** Spreads out single-stock risk across multiple industry players, but caps some upside during massive bull runs in exchange for cash flow.

A sector-income hybrid built for the modern infrastructure boom. 📈

Filed but not live yet;
https://t.co/uEoUTVPF9a

#Investing #ETFs #Semiconductors #YieldMax #AI #income #dividend #yield #growth #memory #RAM

[Hedge Fund Alpha @Hedgefundalpha]

/ 🧵 @citrini put out 100 pg report "State of the Themes 2026"

Key points

the AI trade is leaving the data center. Compute AI weights inside 3D NAND flash → 37.9x throughput, 28.2x lower latency, 5.6x less energy vs GPU/SSD.

[Serenity @aleabitoreddit]

Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.

1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR - $12.8B
6. $LFUS - $11.57B
7. https://t.co/1unM4FPf65 - $8.34B
8. $VSH - $7.86B
9. $ENPH - $7.36B
10. $NVTS - $5.77B
11. $POWI - $4.30B
12. $BDC - $4.18B
13. $EOSE - $3.86B
14. $SEDG - $3.82B
15. $AEHR - $3.1B
16. 6890.T - $2.66B
17. $WOLF - $2.16B
18. $CWR.L - $1.75B
19. $AMSC - $1.68B
20. https://t.co/43OXU9tx65 - $1.68B
21. $XFAB - $1.54B
22. $AOSL - $1.25B
23. $HYLN - $1.23B
24. $FCEL - $835M
25. $IQE.L - $780M
26. $ASYS - $276M
27. $RELL - $239M
28. 6844.T - $222M
29. 4973.T - $207M
30. $PAY.BR - $189M
31. 6616.T - $186M
32. 6882.T - $124M
33. $IPWR - $96m

Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho.

There's like 500 comments, but I guess X limits everything I can see.

We'll see how your highest conviction ideas do.