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Memory, Storage, Photonics, CPUs, Quantum Security are the places to bet in 2026!

[Thorin @Thorin93]

@Kaizen_Investor @moninvestor Yeah can relate to that. In a similar boat. Quite a bloodbath yesterday.

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@Venu_7_ It’s obvious what he does with his subscribers yet people fall for that :/

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@RJCcapital Related to Kioxia’s Investor Day 2026?

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@grib01605511 @RJCcapital Yup, definitely them if not already there

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@babyfolio Shorting is always a dangerous game. People should be willing to risk a lot to make money by shorting. Happy for $SIVE

[Thorin @Thorin93]

@EhrmantrautCap_ Nvidia made that pretty clear in GTC earlier this year. Agentic AI will drive up demand for storage. $SNDK is the primary beneficiary along with other NAND manufacturers

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@big_Drew19 You’re *
But I do agree on being long on photonics!

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@BlackPantherCap @moninvestor Why so? Any particular reason or reasons?

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@theragingbullX Anyone caught it?

[Thorin @Thorin93]

@theragingbullX Buy the dip! I am planning to with whatever spare cash I have. So many catalysts that’s coming up so would be foolish to not buy the dip. My 2 cents.

[Thorin @Thorin93]

@hoarderresearch Good summary $SIVE

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@doc_zee7 So they pay back people who have had accidents and people who haven’t had accidents. Do they get to keep any money?

If you mean they should refund some % of money to people with a clean record, we can buy that model. Would love some extra refunds apart from tax refunds.

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@michaelsikand We will give you that. You explained the company and the opportunity well before many. I just didn’t pull the trigger and buy it. Damn it!

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@bennybigbull $CRDO Exposure to both Copper & Photonics.
Three catalysts lined up. Earnings and then conferences next week. Rated a BUY by many analysts.

[Thorin @Thorin93]

@JaguarAnalytics Might be the case. Would complement to this by saying there are some underlying assumptions: Extra capacity or production comes online as expected, and the modeled demand/supply dynamics is correct.

[Thorin @Thorin93]

@jukan05 If anyone apart from @jukan05 can extract info meaninfully I bet it's @aleabitoreddit and @crux_capital_ . Rooting for you guys to share this later either in X or substack.

[Thorin @Thorin93]

@babyfolio 13%
The worst time to hold cash probably🤦‍♂️

[Thorin @Thorin93]

@Ren_aramb Nice compilation. I would just add $KEEL as they pivoted from bitcoin mining to HPC and AI data centers. Formerly known as Bitfarms $BITF

[Thorin @Thorin93]

@yianisz True it will be meaningful impact!

As I understand, it hasn’t made the preliminary list yet. We can check the next 4 weeks to see if the list updates and $AAOI made the Russel 1000 🤞🏼