Zo

[Zo @Zoo2rh]

@lanque300825 Still long semicap only?

[Zo @Zoo2rh]

@ProblemSniper By when you think?

[Zo @Zoo2rh]

@degentradingLSD 380s or 280s for nbis?

[Zo @Zoo2rh]

@BryzonX Does the optics timeline pushout affect mxl vs the other optics names?

[Zo @Zoo2rh]

@labubu_trader So long intc then?

[Zo @Zoo2rh]

@Bee_eeezy What tickers to btd?

[Zo @Zoo2rh]

@spacanpanman Any estimates on launch date anouncement?

[Zo @Zoo2rh]

@labubu_trader @SwiftBlade87 Did you buy the overnight dip at 119? Or waiting to see 107?

[Zo @Zoo2rh]

@Reformed_Trader Target pt for next week?

[Zo @Zoo2rh]

@endless_frank When will they have to cover their shorts?

[Zo @Zoo2rh]

@fundmyfund Strong V after 21 ema bounce?

[Zo @Zoo2rh]

@labubu_trader Worth keeping $VICR still as they are partners?

[Zo @Zoo2rh]

@PegasusFund Do you think semis wont crash until nvda earnings?

[Zo @Zoo2rh]

@SunvMikey What are your current thoughts on state of semis? Seems like they will never pullback

[Zo @Zoo2rh]

@Bee_eeezy Any thoughts on state of semis vs software?

[Zo @Zoo2rh]

@frankyluan No crwv?

[Zo @Zoo2rh]

@PegasusFund How much more parabolic can this rally get?

[Zo @Zoo2rh]

@frankyluan Just day trade or a real hold?

[Zo @Zoo2rh]

They are seeing a trajectory similar to $AEHR when thy had 14M rev but were pivoting. Although power semis are not as technically hard to breakthrough like photonics/memory - even at a lower multiple compared to $LITE, if extracted a lower multiple- a reasonable 4/2027 pt 45-50$

[Zo @Zoo2rh]

Few thoughts:

800V DC Architecture is coming due to NVDA Rubin requirements. This timeline is exactly 1 year behind what we saw as photonics started picking up design awards and early traction. Although $NVTS seems expensive now due to their current revenue from legacy business