R崽

哦

[Serenity @aleabitoreddit]

Very positive. My opinion is that the optical sector underperformance recently from $AAOI to $SIVE has been absurd.

The demand visibility... is just way too stupidly high.

AOI: “Even combined AOI, Coherent program altogether, is still very tough to meet the customer demand in the next 3 years” (2029)

Elazr GM: "entire optical supply chain was facing major shortages." "The shortage will continue to the next few years"

Sivers CEO said the same thing about InP laser demand imbalances expected for the next 3-5 years.

Can go on and on about $LITE, $MTSI and other comments.

We haven't even hit the inflection point with 1.6T, NPO, CPO scale out/up, and optics with memory (as seen with SK Hynix).

Yet the industry is already bottlenecked by EML/CW and all your other upstream components from PDs/TIA/DSPs, transceivers, and soon FAU + others when CPO scales…

I'm personally extremely comfortable watching this all play out, but just a little confused that markets don't know how to math a year or two ahead.

[Serenity @aleabitoreddit]

“Memory is a bubble.”Explain this then, KOSPI bears:

Samsung has reportedly reserved ~70% of its memory production capacity through 2031 via LTAs with $NVDA, $MSFT, and $GOOGL as main counterparties.

Five years of demand visibility…

[Serenity @aleabitoreddit]

Just taking a look at Leopold's Situational Awareness Q2 13F latest holdings as of June 30th:

1. $SNDK - $5.674B
2. $MU - $5.574B
3. $BE - $1.899B
4. $TSM - $1.265B
5. $NBIS - $1.232B
6. $CRWV - $744.5M
7. $CORZ - $665.6M
8. $STM - $584.3M (new)
9. $APLD - $469.0M
10. $RIOT - $468.2M
11. $SHAZ - $456.8M
12. $IREN - $433.3M

Less material positions includeed $CLSK, $KEEL, sei-network:native, $WYFI, $BTDR, $TE, $HIVE, $VSH, and others.

Seems like Situational Awareness concentrated around memory (Sandisk, Micron), that have low forward multiples but high visibility into 2030.

As well as Anthropic/energy/power adjacent from colo/neoclouds + Bloom.

Some of the bottlenecks like the MLCC trade, he couldn't see play out (Taiyo Yuden, etc). due to July's liqudation. And some are new like $STM (eg. MCU price hikes).

With core winners of everything such as $TSM (but less high-beta).

This looked similar to my H2 2026/early 2027 portfolio with Nebius, Micron, TSM, colo players and others as core focus. (I've heavily concentrated on upstream networking/legacy memory currently, with a lot of name overlap).

But always cool to see what others are doing.

[R崽 @less_ice_]

@DucdTonnant @sunyuchentron 傻逼 我当年还真骂都美竹。你妈应该也花过你爸的钱吧？你妈是鸡。记得让你爸把你妈的奶子发网上让我们看看哦

[R崽 @less_ice_]

@JIEYANG1863083 @sunyuchentron 我当年还真骂都美竹 王力宏前妻

[R崽 @less_ice_]

@54447s @sunyuchentron 傻逼 你妈应该也花过你爸的钱吧？你妈是鸡。记得让你爸把你妈的奶子发网上让我们看看哦～

[R崽 @less_ice_]

@Another234107 @sunyuchentron 你妈应该也花过你爸的钱吧？记得让你爸把你妈的奶子发网上让我们看看哦

[R崽 @less_ice_]

@2ZEZ78RtLkX3Naz @sunyuchentron 傻逼 你妈应该也花过你爸的钱吧？你妈是鸡。记得让你爸把你妈的奶子发网上让我们看看哦

[R崽 @less_ice_]

@HuPei76473 @sunyuchentron 傻逼 我不像你整天上网刷小作文。我当年还真骂都美竹。你妈应该也花过你爸的钱吧？你妈是鸡。记得让你爸把你妈的奶子发网上让我们看看哦

[R崽 @less_ice_]

@jxwang429778 @sunyuchentron 我当年还真骂都美竹

[R崽 @less_ice_]

@Jds6qf @sunyuchentron 傻逼 我不像你整天上网刷小作文。我当年还真骂都美竹。你妈应该也花过你爸的钱吧？你妈是鸡。记得让你爸把你妈的奶子发网上让我们看看哦

[R崽 @less_ice_]

@Jackson31673998 @sunyuchentron 也骂了哦。还有王力宏前妻 也是傻逼。爆隐私就是没品 无论男女。别什么事都上升到男女对立

[R崽 @less_ice_]

@BingoMk @sunyuchentron 我当年还真骂都美竹。你妈应该也花过你爸的钱吧？你妈是鸡。记得让你爸把你妈的奶子发网上让我们看看哦

[R崽 @less_ice_]

@TomYRay0 @sunyuchentron 我还真骂都美竹了

[R崽 @less_ice_]

@smile889889 @sunyuchentron 孙割是傻逼 他没有高尚的道德情操

[R崽 @less_ice_]

@sunyuchentron 去太空没有仅退款吗？傻屌

[R崽 @less_ice_]

@Hawthorn_BTC @zengying1107 孙割不也是这么蹭景甜的嘛？

[R崽 @less_ice_]

@jt588888 @justinsuntron 你是有教养有风度的男人。会被真心喜欢 欣赏。希望你越来越好 不要理会那些屌丝。

[R崽 @less_ice_]

@jike112jike @justinsuntron sb 你切记 你女儿谈恋爱敢花男朋友一分钱就是鸡。你妈花你爸的钱了吧 你是妓女的儿子知道不

[R崽 @less_ice_]

@sunyuchentron 多少男性都来指责你了？你还妄想搞男女对立那一套呢？你做的事是畜生 我们人类看不惯哈！瞅你长得那b样。你就别生娃了 好吗？别祸害女性了 也别用你165的基因祸害自己下一代。谢谢你 畜生 你就退网吧 是对这个社会最大的贡献