EquityEdge

equity research analyst

[EquityEdge @byerlys43]

Samsung custom HBM is very promising. Btw since when did hot chips conf be this popular 🔥

[EquityEdge @byerlys43]

@ChipsandWafers Topoint / Taliang seems to be the key beneficiary?

[EquityEdge @byerlys43]

@ClarkSquareCap Thnx. seems interesting. Why hasn't this worked so far? have seen this float around since forever.

[EquityEdge @byerlys43]

@jukan05 @antibearthesis Please explain how does that work! ? Why would it have gone down that bad in the first place

[EquityEdge @byerlys43]

@fabknowledge My friend and I got into discussion around $CBRS serving 1T model . My pushback was from your comment around context length. Have they resolved that as more systems come online? Would appreciate your input here to settle our debate🤣

[EquityEdge @byerlys43]

@illyquid I thought Gavin Baker said this. Not $MU

[EquityEdge @byerlys43]

@Crussian17 I usually worry about any company that reports on a Friday. Like you had the entire week and still choose a Friday?

[EquityEdge @byerlys43]

$TTWO is reporting on Friday morning. I am generally sus on companies that report on Friday. Is there another delay in GTA waiting to be announced ??-

[EquityEdge @byerlys43]

@ParadisLabs probably saving the deets for the analyst day

[EquityEdge @byerlys43]

@insane_analyst We a need port snapshot buddy

[EquityEdge @byerlys43]

@ResearchQf Helpful. Ty for posting

[EquityEdge @byerlys43]

@dylan522p Yo!! Leave this . Help us make sense of the market and memory names 🙏🏼😅

[EquityEdge @byerlys43]

@GavinSBaker One major implicit assumption is demand continues to grow at current rate. In Nov 2025 we had Claude code shake up the inference demand and sent their ARR on an exponential run but that’s starting to slow down. What’s the next big product to drive further exponential demand

[EquityEdge @byerlys43]

@Chaimeisenberg Gotcha. I thought you were bullish OSATS in general . Thanks

[EquityEdge @byerlys43]

For something that’s growing top line around 80% and eps nearing a 100% growth. TPU ecosystem is the place to be.

[EquityEdge @byerlys43]

Haven’t looked at $AMKR yet. But Celestica earnings is very solid . They are trading 15x FY 27 numbers. $CLS

[EquityEdge @byerlys43]

@sohanjosh @soicfinance Which company was this

[EquityEdge @byerlys43]

@mzuhair123 Thanks and congratulations