루 @iapp1e - Twitter Profile

iApp1e retweeted

5 months ago

Basket of 20 European stocks I like right now (and probably still will be in 2030): 1. $NBIS - everyone knows? Premier European neocloud w/ exposure to non-US sovereign AI demand. Imo, a mini US hyperscaler. 2. $RR (Rolls-Royce) - more than just sexy cars…nuclear propulsion + space tech support SMRs for AI power & orbital systems. Huge UK/European govt contracts. New management team is phenomenal. 3. $SIVE - @X’s favourite company rn? InP lasers into the SiPho qualification cycle. Their lasers are pretty crucial to companies like $MRVL, & therefore to hyperscalers downstream. 4. $BESI - hybrid bonding qualified at $TSM, Samsung & $INTC for HBM4 and 3D logic. Hyperscaler orders + optical transceiver tailwinds = outsized European semi-equipment leverage. 5. $ASML - GOATed European company of the last decade? EUV lithography monopoly - required for every advanced AI logic chip manufactured worldwide…even though $TSM aren’t buying their new machines rn. 6. $ARM - their CPU IP licensing model powers the most efficient AI inference at the edge & in data centers. 7. $NOK - I’m loving the Nokia renaissance atm. Re-rating as a cloud infra leader w/ ~3x order growth from hyperscalers for AI networking. EU industrial & defense contracts compound through the decade. 8. $AIXA - their MOCVD equipment dominates compound-semis production for 800G & 1.6T optical transceivers + photonics. 9. $SPOT - share price is kinda in the gutter rn, but wow, what a company. No-one’s able to overcome Spotify, especially as they’ll probably win on the AI-Audio front. 10. $IQE - one of my favourites. Their epitaxial wafers are the key material for photonics & VCSEL lasers. InP/GaAs leadership makes them a critical enabler in the AI supercycle. $MTSI investment solidifies them for the future. 11. $SMHN (SUSS MicroTec) - their imprint lithography & bonders enable next-gen AI packaging + photonics. Sole-source temporary bonders for CoWoS-L; capacity-constrained through 2027 against $TSM advanced packaging build-out. 12. $RPI (Raspberry Pi) - cos it tastes great. But no, they do cheap single-board computers & semis power edge-AI + robotics prototyping. AI-agent demand is/will drive them. Recent secondary offering anchored by $ARM turns them into a “legit” company for the future. 13. $IFX (Infineon) - their power management semis & analog chips are in every AI server, EV and industrial robot. Their AI power segment forecasted to grow >25% annually through 2030. 14. $M7U (Nynomic) - LayTec subsidiary sits at a crucial chokepoint in InP/GaN MOCVD via $AIXA ramp. Basically a European chokepoint in yield optimization. 15. $ABBN (ABB) - ABB’s electrification, robotics, and motion portfolio directly benefits from AI-driven factory automation and humanoid deployment. Factory automation is already here…and maybe we’ll all have a humanoid bestie at some point in the future? 16. $SOI (Soitec) - their SOI & SmartSiC substrates are the enabling material for power-efficient AI chips and photonics. AI-driven demand for 300mm SOI capacity has already made it Europe’s top-performing large-cap stock of 2026 w/ multi-year ramps locked in. 17. $SU (Schneider Electric) - cleanest direct beneficiary of $2T+ global data center capex through 2030; switchgear/UPS backlog at record. Power management and liquid-cooling infrastructure are the rack-scale backbone for European AI data centers. Grid-modernization + hyperscaler co-location deals compound multi-decade visibility. 18. $LPK - yes, despite my “bear thesis” lol. Glass substrates are a huge bottleneck due to shortages. Their laser systems allow for structuring of PCBs and advanced packaging for AI servers and optical interconnects. 19. $STM - their analog, power and microcontroller leadership powers edge-AI inference in humanoids, autos, and industrial IoT; strengthening pricing and diversified end-markets position it as Europe’s most resilient AI-chip winner. 20. $SMT (Scottish Mortgage Investment Trust) - ok, this one’s cheating a little lol. They’re a FTSE100 listed Trust (kinda like an ETF) with holdings in companies like $TSM, SpaceX, $NVDA, and $META. A lot of these are AI/tech focussed = more fun. Lots of smaller MC names I've left off just due to the uncertainty. Europe has a ton of huge names that won't see any growth over the next decade. In sectors like banking, manufacturing, automotives, pharmaceuticals.....very boring investments.

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iApp1e retweeted

Sun Liao

@sunxliao

5 months ago

Everyone was nervous when I shared: $ASTS at $28.61 - now it's $85.61 $AXTI at $19.40 - now it's $79.54 $CIFR at $3.15 - now it's $18.89 $IREN at $7.52 - now it's $47.69 $KEEL / $BITF at $1.05 - now it's $3.03 $ONDS at $0.71 - now it's $11.35 $OPEN at $0.90 - now it's $5.50 $PL at $12.94 - now it's $39.15 $SATL at $2.20 - now it's $7.50 $SIDU at $2.20 - now it's $4.26 Feels like everyone's nervous again: $SLNH at $1.31 Watch us cook again... NFA! 🫡📈

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iApp1e retweeted