Ma¥z€ 💦

Follow me you savages for crypto plays that will change your life

[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

As i promised:

$4 to $80,000 Challenge starts tomorrow

Missing $4? I’ll cover it

Adding 800 participants
Accepted so far: 38/800

Wanna join? Here’s how:

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[Ma¥z€ 💦 @LordCrypto53]

@GuoShenCN7 🏆

[Ma¥z€ 💦 @LordCrypto53]

@aleabitoreddit I will accumulate as much as I can at these prices and hold for the next few years. $Sive will reward the patient investors.

[Ma¥z€ 💦 @LordCrypto53]

@ddfg22331 @rosemag_3 It’s a missed call. End of story. Happens in every game. You can’t go back 10 minutes to review a minor foul. Unheard of

[Ma¥z€ 💦 @LordCrypto53]

@NoLimitGains I agree 💯 $CEVA looks to be the $ARM of physical AI and robotics

[Ma¥z€ 💦 @LordCrypto53]

$CEVA is very interesting and being overlooked by retail with 90% institutional ownership. They will be showcasing its next-generation designs directly to Asian hardware developers at the TSMC Japan Ecosystem Forum tomorrow. $CEVA will be securing more global clients IMO

[Ma¥z€ 💦 @LordCrypto53]

@PepInvestStocks @aleabitoreddit What about $xfab. Is it a dud or a stud

[Ma¥z€ 💦 @LordCrypto53]

@aleabitoreddit $PLAB holding the institutional level.

[Ma¥z€ 💦 @LordCrypto53]

@TheValueist $PLAB future looks good. Thank you $MU

[Ma¥z€ 💦 @LordCrypto53]

Market has given us a 2nd chance on $PLAB buying at Dec 2025 price. $MU guidance will show us how $plab future looks.

[Serenity @aleabitoreddit]

Memory Supercycle Supply Chain TLDR:

US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:

$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Packaging metrology
$AMKR ($13.1B) -Advanced packaging
$RMBS ($13.55B) - Memory IP
$MKSI ($14.9B) - Laser subsystems

Didn't include big players like $TER and $KLAC since just wanted to focus on lesser known ones.

There's some indirect beneficiaries too like $SMTC and $MTSI. Markets definitely haven't priced some of these in yet.

Let me know if I missed any.

Just wanted to publish these in case you find any of them interesting.

[Ma¥z€ 💦 @LordCrypto53]

$PLAB functions as the primary vendor for $MU’s lithography and mask requirements.

To handle the surge in demand from $MU, Photronics is ramping up a new advanced packaging facility in Allen Texas. 2027 will be an incredible year 🚀 💦

[Ma¥z€ 💦 @LordCrypto53]

Am I missing something. Photomask is is a critical bottleneck that will greatly increase in demand when glass substrate packaging becomes an industry norm.

#photronics $PLAB & #tekscend have cornered this market.
$PLAB 🤝 $MU. looks interesting 🧐

[Ma¥z€ 💦 @LordCrypto53]

@aleabitoreddit I see $XFAB as a good accusation target. Texas plant alone is the only open-access, high-volume SIC foundry located in the US.

[Ma¥z€ 💦 @LordCrypto53]

$XFAB $XFABF
If July 30 earnings show order intake bounce above $170 million, which IMO is the baseline requirement to spark a genuine structural re-rating.

[Ma¥z€ 💦 @LordCrypto53]

Adding to my conviction for $TRT is them moving into a 100,000+ sq ft facility beside major players. Short term price doesn’t bother me. I am accumulating as re-rating is inevitable

[Ma¥z€ 💦 @LordCrypto53]

What’s not to like about this 100m company $TRT. Backlog of $5.3 million order secured earlier in the year for a AI GPU platform. On June 4th,an additional $2.6 million in orders for its burn-in boards.
The boards are designed to support a next-gen AI GPU computing platform. 🔥