Prometheus Capital

Uncovering ideas in equities.

[Prometheus Capital @prometheus_eq]

What did I say on $VSCO - 9% YoY growth!

[Prometheus Capital @prometheus_eq]

Asymmetric opportunity in $VSCO - one of their products went viral and is sold out (this did not happen last year). The stock has not moved yet and no one on fintwit or sell side is talking about this

For a company expecting only 2-3% rev growth, can be a real catalyst

[Prometheus Capital @prometheus_eq]

@theaiportfolios Does the reasoning get better as newer models release

[Prometheus Capital @prometheus_eq]

@pequityresearch TOTO?

[Prometheus Capital @prometheus_eq]

@jukan05 Similar for optical too yes? networking & memory bandwidth bottlenecks

[Prometheus Capital @prometheus_eq]

@jukan05 I thought they could easily double capacity by running double shifts

[Prometheus Capital @prometheus_eq]

@theaiportfolios Will you buy Anthropic's IPO?

[Prometheus Capital @prometheus_eq]

@jukan05 What about CoPoS that's coming from TSMC? Seems like that's a positive for Ajinomoto but maybe a negative for Ibiden? Do you think TSMC will bring it in-house?

[Prometheus Capital @prometheus_eq]

@lisasufanclub @JeffW008 then what scenarios can SA get right that MS can't when they flip the coin less?

[Prometheus Capital @prometheus_eq]

$VSXY started here!

[Prometheus Capital @prometheus_eq]

Asymmetric opportunity in $VSCO - one of their products went viral and is sold out (this did not happen last year). The stock has not moved yet and no one on fintwit or sell side is talking about this

For a company expecting only 2-3% rev growth, can be a real catalyst

[Prometheus Capital @prometheus_eq]

has anyone done the work on whether $etn $vrt $sbgsy are net winners or losers from 800V?

[Prometheus Capital @prometheus_eq]

@jukan05 Long Hoya then?

[Prometheus Capital @prometheus_eq]

@the_zack_zhu How did you manage to get the rental price?

[Prometheus Capital @prometheus_eq]

$TMDX exposed to oil prices

[Prometheus Capital @prometheus_eq]

@CarioCapital @GrowthThesis so they were lying? lol

[Prometheus Capital @prometheus_eq]

$FOUR buybacks aren't the answer - have to delever or it's an easy short for institutions

[Prometheus Capital @prometheus_eq]

Personal anecdote but $DUOL has started showing ads for me

[Prometheus Capital @prometheus_eq]

2H26 top

[Jukan @jukan05]

** Samsung & SK Hynix abandon supply discipline strategy

* SK Hynix Yongin Fab 1 trial production expected Feb–Mar next year (equivalent to 6x M15X in scale)

* Samsung pulls P4 completion forward to Q4 this year (HBM4 production of 100K–120K wafers/month from this line alone)

[Prometheus Capital @prometheus_eq]

@Abhishe58744202 i saw you collated the locations of the dark stores, i think they have a lot more dark stores than that don't they?

[Prometheus Capital @prometheus_eq]

Was trying to find new ideas but most charts look super ugly out there? Only seeing in energy and memory unless I'm missing something

[Prometheus Capital @prometheus_eq]

@FundasyInvestor How do you know growth will accelerate significantly?

[Prometheus Capital @prometheus_eq]

Update: those $SNDK shares that $WDC hold are worth $4.8 billion now - they will be debt free when they liquidate them

[Prometheus Capital @prometheus_eq]

Update: those $SNDK shares that $WDC hold are worth 2.7 billion now, meaning they have flipped to net cash = more buybacks incoming