Samet Kumuma

The market is my office, charts are my language.

Core positions: $TSLA, $ARKF, $MSTR, $RIOT

[Samet Kumuma @kumuma_samet]

The steady momentum and strong support levels show that Datavault AI Inc is not just another stock-it's building and expanding into a major player in tokenized assets! $DVLT 📈💥

#Rashmer #BBMzansiS6 #sstvi $OLPX $NVDA $INTC

[McNallie Money @McnallieM]

We’re Green Overnight boys!!! ✅✅✅ $IREN

[Watcher.Guru @WatcherGuru]

JUST IN: $69,000 Bitcoin

$100,000,000 worth of crypto shorts liquidated in the past 90 minutes.

[Enrich Trades @enrichtrades]

$AEHR

Simple TA going to work

Next target is ATHs at $54

[Enrich Trades @enrichtrades]

$TSEM - talk about expansion

• AI + EV + industrial all need power + sensors
• Less crowded than GPUs = cleaner upside
• Capital rotates down the stack next

This is the layer under AI

Semis leading → specialty follows

Still early imo, this chart is A+++++++

[Samet Kumuma @kumuma_samet]

Datavault AI Inc gets 3 international stages in 44 days to present their real-world asset tokenization solution-this is serious momentum and market readiness. With projections up to $30T by 2034, this is just the beginning. $DVLT 🌐💡

#Rashmer #TejRan #jonita $KLAR $BFRG $ELAB.

[Paradis Labs @ParadisLabs]

$TSEM is one of my highest conviction trades.

They've built a dominant position in SiPho.

(The tech that moves data between AI chips using light instead of copper)

SiPho revenue went from $28M in 2023 to $238M in 2025, with a $380M annualized run rate in Q4 alone.

...Huge structural inflection.

$TSEM are supplying SiPho components for 1.6 terabit optical modules to $NVDA

As AI cluster complexity scales, GPU-to-GPU bandwidth becomes the hard constraint, and $TSEM sits at that exact chokepoint.

No pluggable transceiver alternative at this data rate matches the cost and efficiency of silicon photonics.

$TSEM and $NVDA know this, and 8 of the 10 largest optical transceiver manufacturers have already voted with their design wins.

But I think the market are underpricing some things.

$TSEM is the only foundry simultaneously providing silicon photonics PICs, SiGe driver electronics, and power management ICs from a single manufacturing partner.

That full-stack analog/photonic capability means customers designing 1.6T and 3.2T modules consolidate their supply chain into one foundry.

Which deepens switching costs, expands wallet share, and makes $TSEM harder to displace.

We also have huge demand validation signals.

$920M SiPho/SiGe capacity expansion, with over 70% of new capacity already reserved / being reserved through 2028 with customer prepayments.

Customers are literally pre-funding $TSEM's expansion because they cannot afford to lose allocation.

The 2028 model targets $2.84B revenue at 39% gross margins and $750M net profit. A 50%+ earnings CAGR from a company with a $1.2B cash balance and no net debt.

The power delivery angle adds another AI vector.

$TSEM's new Gen3 LDMOS BCD platform addresses a TAM growing from $2.5B today to $4.7B by 2031.

And the company has already secured 3 of the top 4 RF front-end module providers as customers with production underway.

On valuation, trailing P/E above 100x looks rich in isolation, but the 2028 forward P/E compresses to approximately 29x on the financial model.

Not unreasonable for a company with locked-in hyperscaler relationships, pre-sold capacity, and no credible full-stack competitor.

The risks are real and deserve disclosure though.

$GFS filed an 11-patent infringement suit in March 2026 at the US ITC and Western District of Texas.

$GFS holds 8,000+ patents versus $TSEM's ~500.

RF Mobile revenue is declining on Chinese domestic sourcing pressure.

The $920M capex plan is ambitious and execution-dependent. And the Fab 7 4x expansion is contingent on Japanese government subsidy approval.

The structural bull case survives all of that imo.

AI cluster scaling requires exponentially more optical bandwidth.

Silicon photonics is winning at 1.6T and beyond.

70%+ of $TSEM's new capacity is pre-sold, and no other open foundry replicates the full-stack capability.

The question, as ever, is whether $TSEM can execute the ramp and justify a valuation that prices in a near-flawless outcome.

[Bull Theory @BullTheoryio]

BREAKING: Oil hits $114 and is now up 70% since the U.S.-Iran war started.

The highest level since June 2022.

[Watcher.Guru @WatcherGuru]

JUST IN: $70,000 Bitcoin

[Crossroads @Dr_Crossroads]

$AEHR Take it with a grain of salt since it's pre-market, but Aehr just set a new 52 week high.

The ATH is within striking distance.

Earnings are tomorrow after market.

[Enrich Trades @enrichtrades]

$KODK

Wait until retail catches on about their pharmaceutical manufacturing facility

Double digits means more institutions will be loading up

Our shares from $5-$6 are now pushing 100%

Coming back to this post in 5-6 months

3x+

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices surge above $114/barrel as US market futures officially reopen after the 3-day weekend.

[Michael Sikand @michaelsikand]

Asymmetry in $AEHR explained.

Their CEO said the AI chip testing market is 3-5x larger than it was for SiC (EV chips).

The market realizes this (+100% YTD).

But you can still buy the business today for a lower MC than when it peaked on EV hype in 2023.

[Samet Kumuma @kumuma_samet]

While others are making moves, $DVLT is already executing with real products and a proven platform, making it the most compelling choice for anyone watching tokenized securities. 🔥📈

#Rashmer #BBMzansiS6 #sstvi $NOK $PLUG $TSLA

[Michael Johnson @SamiulIslamSuj1]

DID YOU SEE THIS? $DVLT pulled attention into the RWA tokenization trade through the NYIAX angle, but I think the bigger opportunity is the whole stack forming around it.
If tokenized securities keep moving into regulated rails, I’m watching $NDAQ, $ICE, and future public exposure like $SECZ on the exchange side, $HOOD and $COIN on distribution, $BEN and $WT in TradFi, and $ONDO / $POLYX in crypto-native infrastructure.
But personally I still find $DVLT more interesting because it looks like the earlier, smaller, more asymmetric name that can move hardest if this theme gets louder.

$VLO $GLW $AIFF $LRCX

[TrendSpider @TrendSpider]

Looking for drone exposure? Look no further

$ONDS pushing off the 200EMA while outperforming 99.6% of the market

[McNallie Money @McnallieM]

We are green!!! 🟢🟢🟢 $IREN

[Serenity @aleabitoreddit]

And... $AAOI +25.43% from $81 -> $101.26 off no material news.

Maybe the Edgewater comment about "optical demand growing exponentially" helped a bit too.

But few lessons to learn:

- don't live on borrowed conviction.
- Jane Street adds unnecessary volatility.
- If you can't sleep at night, you're sizing portfolio concentration wrong.

It's unfortunate when retail liquidates their positions at the bottom for no fundamental reason. Then on the way back up, they no longer have positions.

Could always keep ping ponging between $80 and $120, who knows.

But mid-long term, I have conviction $AAOI can execute, should be worth much higher than the current MC.

[Crossroads @Dr_Crossroads]

$AEHR What a strong finish for the week. Earnings are Tuesday.

By my estimates, they're around $90m in bookings through March 31st, minus whatever they shipped out this quarter.

[Leo Invests @Leo_Traydes]

While you guys bitch and moan about your $VOO & $QQQ being down YTD my $SMH is doing just fine 😎