LennyDoodle

Passive twitterati

[Esther & Michael @SuperLuckeee]

10 years ago, AMD was trading at $2 and up 21500% now.

AMD was losing money, but their technology was powerful.

20 stocks with same set-up as AMD (price target 1 year from now):

1. $SMCI (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70

2. $APLD (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120

3. $VIAV (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200

4. $SOUN (~$9) Conversational AI agents handling drive-thrus, healthcare, and enterprises at scale. PT: $30

5. $DOCN (~$161) Inference cloud for AI startups saving 15% vs AWS — 254% ARR growth. PT: $600

6. $FORM (~$150) Advanced probe cards that test every AI chip before it ships from the fab. PT: $400

7. $AEHR (~$96) Burns-in and stress-tests silicon carbide and AI chips before deployment. PT: $225

8. $ACMR (~$55) Wet cleaning tools that remove nanoscale contaminants from every AI wafer. PT: $160

9. $POWI (~$78) Power conversion chips cutting energy waste inside every AI server. PT: $210

10. $WOLF (~$43) Silicon carbide wafers enabling more efficient power delivery for AI data centers. PT: $100

11. $AMBA (~$75) Edge AI inference chips for surveillance, autonomous vehicles, and robotics. PT: $120

12. $SLAB (~$220) Mixed-signal chips connecting the sensors and IoT devices in every AI edge system. PT: $600

13. $MKSI (~$300) Gas and power delivery systems used inside every AI semiconductor fab. PT: $600

14. $OSIS (~$240) AI-powered inspection systems securing airports, ports, and critical infrastructure. PT: $400

15. $KOPN (~$5) Microdisplay chips for AR/VR headsets running AI at the edge. PT: $12

16. $MAPS (~$1) Maps and spatial data powering AI navigation and autonomous vehicle systems. PT: $2

17. $IONQ (~$54) Quantum computing hardware that will run AI workloads beyond classical chip limits. PT: $200

18. $AUR (~$7) Autonomous trucking AI hitting commercial launch across U.S. freight lanes. PT: $22

19. $SERV (~$10) Sidewalk delivery robots bringing AI physical autonomy to last-mile logistics. PT: $25

20. $BBAI (~$4) AI decisioning software for defense and intelligence agencies at classified scale. PT: $12

My favorite 4 are AUR, APLD, IONQ, SERV. Especially if the world becomes more automated with robots and self-driving.

[Priyank Ahuja @ahuja_priyank]

𝟕𝟎 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬

Mandatory Bookmark

► Thread [1/20]

[LennyDoodle @oldmanchimpy]

@scottiebateman Try some ‘Huel’, Scott. Worked brilliantly for me. Keeps you full for longer, all good ingredients, great for managing diet on unusual time routines.

[LennyDoodle @oldmanchimpy]

@SAS Merry Christmas @SAS and thank you for losing our bags and spending four days in tromso without them.

[LennyDoodle @oldmanchimpy]

@Rozrunsabit I can through last night. Shortest and most efficient passport queues I’ve ever experienced at Heathrow!

[LennyDoodle @oldmanchimpy]

Hi @AirCanada I’ve found lots of missing bags in @heathrow T2. Some 5 days old. Nothing happening to reunite with owners.

[LennyDoodle @oldmanchimpy]

@Fazal20271453 @SAS In same situation. Did yours catch up? Arrived tromso last night. Missing bags. But 50+ delayed bags on the same flight. All sat in tromso unclaimed.

[LennyDoodle @oldmanchimpy]

Hey @SAS huge queues in @heathrow terminal 2. 2 baggage drops for all your flights this morning. Can you fix?

[LennyDoodle @oldmanchimpy]

@heathrow terminal 2. @SAS only one baggage drop working for 2 flights. Chaos already. No staff. No prioritisation. @HeathrowAirport excelling itself once again.

[LennyDoodle @oldmanchimpy]

@HeathrowAirport T5. 10 mins from bag drop to get through security. Very smooth. Busy but organised.

[LennyDoodle @oldmanchimpy]

@Shadow_Eag https://t.co/Uv5G69sstk

[LennyDoodle @oldmanchimpy]

@IbilayeSimeon Try Fanpass. Hundreds….

[Julie @julieadaniels]

@British_Airways - you have cancelled our flights to NYC and not provided us with any alternative. This was part of a holiday package - tried to call, just goes in a loop and then goes dead, no options to rebook flight via “manage my booking” please advise what is next step

[Stuart James @StuartJ05749997]

Hey @British_Airways

You’ve cancelled my return flight in July .

They still exist on your website…

I’ve been on hold for an hour now.

This is entirely unacceptable.

[Peter @peterjrr27]

@British_Airways you have just cancelled my return flight from San Diego. You say to go online to rebook but then when I get there I am told to call, and when I call you say you are too busy to put me through to a representative.
It’s pretty poor , can you help please

[[email protected] @mercury20002]

@British_Airways I call to reschedule a flight because you cancelled it, and it directs me to the website to do it myself. The website directs me to the same number, so I call again and then I get cut off!!!
How am I supposed to reschedule a flight?

[LennyDoodle @oldmanchimpy]

@SimonCalder you’re our only hope. @britishairways missing in action. Cancelled flights. Impossible to speak to anyone.

[LennyDoodle @oldmanchimpy]

@British_Airways your customer service is woeful. Imaginary telephone operators. Online options lead to dead-ends. You’ve cancelled my flight and deserted me.