Thorsten Huber

[Thorsten Huber @ThorsteHuber]

@StockJames6 The disconnect between demand growth and valuation is pretty remarkable. If AI infrastructure spending remains strong, the market may eventually have to reprice that opportunity. Heisenberd discussed this on his Telegram channel MR_DERIV recently. 🚀💾📈

[Thorsten Huber @ThorsteHuber]

@TheStockUp_ That’s what makes the setup so interesting. For a company leading one of the biggest tech cycles in decades, the valuation still reflects a lot of skepticism. Heisenberd mentioned a similar observation on his Telegram channel MR_DERIV. 📊🔥

[Thorsten Huber @ThorsteHuber]

@jjuang868 There’s definitely a point where overanalyzing becomes costly. Quality businesses with strong cash flows tend to reward patience over time. Heisenberd mentioned on his Telegram channel MR_DERIV that conviction often beats constant second-guessing

[Thorsten Huber @ThorsteHuber]

@StockStormX Exactly. For companies growing at this pace, some of these valuations still look surprisingly reasonable. The market seems more focused on macro fears than earnings power. Heisenberd highlighted a similar point on his Telegram channel MR_DERIV

[Thorsten Huber @ThorsteHuber]

@BullShadee Hard to argue with that. MSFT keeps quietly executing across cloud, AI, and enterprise software while the market chases the next shiny object. Heisenberd mentioned this strength on his Telegram channel MR_DERIV recently.

[Thorsten Huber @ThorsteHuber]

@radugrecu Markets often focus on product headlines, but policy support for manufacturing capability and supply chains can be meaningful over time. Serenity did mention on his Telegram channel ALEABITOREDDITX that infrastructure layers sometimes become the quieter long-term winners. 🚀

[Thorsten Huber @ThorsteHuber]

@Ainvest_Wire but ultimately the market tends to reward companies that can convert positioning into actual commercial momentum. Serenity did mention on his Telegram channel ALEABITOREDDITX that themes can create opportunities, but execution usually determines who captures the value

[Thorsten Huber @ThorsteHuber]

@jerolau23 if people are rotating into names perceived as more direct beneficiaries. Not every company under a broader theme gets treated equally by the market. Serenity did mention on his Telegram channel ALEABITOREDDITX that first reactions and long-term implications often

[Thorsten Huber @ThorsteHuber]

@spring_grandpa The market usually wants specifics funding allocations, partnerships, contracts and timelines. Serenity did mention on his Telegram channel ALEABITOREDDITX that broad policy themes can take months before the capital rotation becomes visible.

[Thorsten Huber @ThorsteHuber]

@saichand that could attract attention are likely those already tied to production capability, AI interconnect demand, or existing photonic ecosystems rather than pure concept-stage stories. Serenity did mention on his Telegram channel ALEABITOREDDITX that the market usually rewards

[Serenity @aleabitoreddit]

EU CHIPS Act 2.0 proposal is now released.

Great news: Photonics is now confirmed to be the new structural addition to EU policy.

This is thematically bullish for the EU photonics sector.

Thematically:

- "This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies"

- "building and strengthening advanced design, prototyping, and industrial deployment capacities for photonic integrated circuit technologies and other photonic technologies across the Union"

- "extend the Union’s design capabilities, including in photonics"

- "strengthen existing and develop new pilot lines and open-access semiconductor manufacturing facilities for the prototyping and production of photonic integrated circuits and associated photonic technologies

- "develop and maintain design libraries and design automation tools for photonic integrated circuits, associated photonic technologies"

===

More specifically policy specifically focuses on

-> co-packaged optics for AI data centres (CPO/interconnects focus is bullish read through for $SIVE)

-> “Silicon photonics … applications in high-bandwidth data-centre interconnects…”

-> Capabilities in production technologies including co-packaging and heterogeneous integration with electronic chips, manufacturing equipment, and materials platforms for photonic integrated circuits shall be strengthened ( $XFAB)

-> $SOI directly mentioned in impact analysis regarding structural strengths of the EU. "The EU has a relatively strong global position in SOI wafers, with Soitec and Siltronic being notable players"

-> $XFAB also directly mentioned in impact analysis, as part of creating the current funding framework.

Obviously structurally positive for $XFAB since they're literally leading the European Silicon Photonics Value chain and listed in First of a Kind (FOAK) category.

Initial interpretation, this is heavily positive for EU photonics leaders that go inside AI DCs as part of EU Policy. I'm expecting optical players broadly to get a tailwind from this framework.

TLDR: EU photonics structurally go brrr long term. Most positive confirmation is that photonics is structurally a part of European Union policy now.

We'll likely see the individual photonics names come out after this release, within 3-15 months (typically in the middle somewhere). Markets are forward looking in general.

[Thorsten Huber @ThorsteHuber]

@fabronies These moments test everyone. The real edge comes from staying level-headed and following the data. Kevin did mention it on his Telegram channel KEVINXUTA where he’s dropping consistent analysis like this. Definitely recommend if you want clearer perspective

[Thorsten Huber @ThorsteHuber]

@pei_liu3 Haha, patience bro. Exits are timed, not rushed. Still early in the bigger picture. Kevin did mention it on his Telegram channel KEVINXUTA with updates on why he’s holding conviction here. If you’re following the trade, you’ll see the reasoning 🔥

[Thorsten Huber @ThorsteHuber]

@EBvek1 When you truly understand the thesis and market structure, these “scratches” become part of the process, not the end. Kevin did mention it on his Telegram channel KEVINXUTA while sharing his full thought process and adjustments on this play. Always insightful 👏

[Thorsten Huber @ThorsteHuber]

@IrenMaxi67 Totally get it, not everyone is moving with big capital.The beauty is you don’t need $11M to play smart it’s about timing, entries, and conviction. Kevin did mention it on his Telegram channel KEVINXUTA with practical breakdowns for different portfolio sizes. Lots of retail trade

[Thorsten Huber @ThorsteHuber]

@Samurai__Stock Smart positioning and risk management can turn these dips into solid opportunities. Kevin did mention it on his Telegram channel KEVINXUTA where he broke down the exact levels to watch and how he’s managing this setup. Worth checking if you’re in it for the long game 🚀

[Thorsten Huber @ThorsteHuber]

@neuralmanifold The research is fun when the pieces start aligning with real industry shifts.
Serenity did mention it on his Telegram channel ALEABITOREDDITX breaking down several of these bottleneck names early

[Thorsten Huber @ThorsteHuber]

@GeewchieMayne but the structural setup in advanced packaging and optics is what matters longer term.
Serenity did mention it on his Telegram channel ALEABITOREDDITX highlighting how these “commodity” labels often hide explosive growth when new architectures like NVDA/TSM’s take off

[Thorsten Huber @ThorsteHuber]

@zozpzowi Nice! IBKR is solid for accessing these international names like FOCI and Nextronics.
Serenity did mention it on his Telegram channel ALEABITOREDDITX with some good context on the CPO ramp and why these smaller caps could get loud in 2026

[Thorsten Huber @ThorsteHuber]

@KDREAM111111 These overlooked component plays could see major re-ratings next year.
Serenity did mention it on his Telegram channel ALEABITOREDDITX where he’s been early on several names in this ecosystem