CC Tech Gal

Bilingual SLP 🔀, vibe-coding AI, tech loving innovator turning speechie chaos into magic 🪄, late night builder 🌉, lifelong learner 🧠, patriot/a🇺🇸🇨🇴

[CC Tech Gal @speechtechgal]

A brain or an AI? 🤓

[Kaizen D. Asiedu @thatsKAIZEN]

Turns out calling the Right “Hitler” is a tactic of the Left everywhere, not just America.

[CC Tech Gal @speechtechgal]

@thatsKAIZEN same derangement, different candidate
🔥🇨🇴🔥

[Paradis Labs @ParadisLabs]

Stock Ratings [June 7th]:

On current AI sector crash. Explanations below.

Strong Buy:
$GOOGL
$MU
$SNDK
SK Hynix

Buy:
$AMZN
$AEHR
$AAOI
$CIEN
$COHR
$CRDO
$DELL
$FN
$FORM
$GLW
$JBL
$LITE
$MDB
$MRVL
$MSFT
$NBIS
$NOW
$NVDA
$RDDT
$RKLB
$SIVE

Hold:
$ARM
$ASML
$AVGO
$AXTI
$BE
$META
$MTSI
$PLTR
$SOFI

Avoid:
$CBRS
$CRWV
$ETH
$HIMS
$IBIT / $BTC
$IREN
$MELI
$SNAP
$TSLA
$SPCX (SpaceX) IPO

---

Thoughts:

Strong Buy:

GOOGL - $85B raise is dilutive but they actually have ROI on their capex. Tbh, they'll probably always be a Strong Buy for me. Just the cleanest AI ROI among all the megacaps.

MU / SNDK / SK Hynix - If you're not bullish on memory, then idk for you.

Buy:

AMZN - Mainly for AWS reacceleration + Trainium. But some tension comparing AWS growth (+17%) vs Azure (+31%). Feel like custom silicon + distribution combo is durable even if growth rate lags a bit.

AEHR - H2 ramp in WLBI/PLBI systems coming, anchored by "significant" follow-on Sonoma order from lead hyperscale customer. Just need to wait a bit esp. for rev to inflect. But AI ASIC burb in is mandatory as device power goes up.

AAOI - Q3 capacity ramp (via facility expansion in Texas) toward 650k+ 800G/1.6T units/mth. Capacity coming online is the catalyst imo along w/ already known laser bottleneck + Made in US premiums.

CIEN - Just a high quality biz that got pounded last week (-22%). Beat + raise earnings, but stock dropping this much is an overreaction. CEO even said demand is "structural, multi year and AI-driven" shown by AI-driven DCI being their fastest growing part of the order book as new long-haul routes get built for latency and bandwidth.

COHR - upcoming CPO ramp (Nvidia spectrum-x) will speed things up, these prices will look cheap when we look back imo.

CRDO - Personally bought a ton last week post-earnings drop. Like Ciena, v. high quality compounding hold through the whole AI supercycle. Crazy high margins. Obviously compete w/ Marvell/Broadcom on SerDes, but also need to factor in the 1.6T switch replacement cycle into late 2026.

DELL - Trump effect. I've learnt my lesson and will listen to him next time.

FN - v. low drama way to ride transceiver demand + iPronics sipho line for cpo. New datacom wins also extending into next FY, although some Nvidia conc. risks. Put them in Buy just to be generous as was unsure tbh.

FORM - Important for HBM, adv packaging and CPO for higher yields. Foundry test intensity only set to increase w/ production.

GLW - Lead glass core substrates which are an advanced packaging bottleneck. LTP w/ Nvidia to expand US optical manufacturing for AI infra too.

JBL - Stock has done nothing for a month, but earnings coming up could be a nice catalyst for a push higher from their DC infra segment growing + outpacing drag from legacy mobility/ev exposure / margin mix.

LITE - CPO ramp + Nvidia qualification like Coherent.

MDB - AI is not replacing them. Imo they win vs. bolt on vector stores since their architecture is so simple.

MRVL - going to $1T according to Jensen. Underlying business is solid though esp. w/ Celestial acquisition for photonics. SPY inclusion last week too is a big positive.

MSFT - Current valuations are a joke tbh, markets probs punishing some margin compression. Rev +18%, Azure +40%, AI run rate +123%. So, v. clear enterprise monetisation path. Will be buying next week in retirement account.

NBIS - Best neocloud by far. They're a $100B biz vs. ~$57B currently. Jensen: "Nebius will take care of you."

NOW - AI is not replacing them. No enterprise CEO/CTO is dumb enough to offboard them at this point.

NVDA - Same as Microsoft. Been buying this whole time, but am now even more confused at current cheap valuations.

RDDT - AI is not replacing them. Cash printer. ARPUs improving also in legacy segments like international.

RKLB - #2 in commercial launch after SpaceX + their IPO should re-rate the entire space comp set where RKLB is the main liquid proxy. Unbelievable earnings also, just executing so well rn.

SIVE - everyone on X knows at this point?

Hold:

ARM - current valuation prices in flawless execution imo. But their IP is growing in DC CPUs e.g. Nvidia grace, AWS Graviton etc.

ASML - Elon said yesterday: "ASML should be treasured and supported. It is arguably the greatest company in Europe." - I agree. Also Terafab fireside chat next week High-NA EUV is the next leg, locking in the roadmap through the decade. Could also be a "Buy" for more risk averse people.

AVGO - CEO didn't raise >$100B FY27 target + flagged that Google will multi-source. Current AI mix is also diluting margins slightly. Just needed a pullback before the thesis starts working again.

AXTI - InP substrate bottleneck, crucial for AI buildout rn. Could also buy rn, just a slow dca since they've run up a ton already + raise completed ($632M) to 2x InP capacity.

BE - SOFC winner imo (Ceres 2nd). Don't think it's a buy just yet due to some valuation vs. profitability gaps.

META - hold based on capital allocation mainly. Market seems wary of the ROI on their AI capex hence the continuous dips. Also potential raise to fund capex like Google too - once that digests, I'll personally look to buy.

MTSI - Big fan of their investment into $IQE since it de-risks operations a lot, but just think COHR/LITE are better options for 800G/1.6T transition.

PLTR - Relatively poor Risk:Reward at current multiples.

SOFI - rate sensitivity. Loan book + credit performance carry macro risk which caps conviction rn. Some positives though w/ young + growing member base. Would need to look at credit trends + Fed path in June FOMC to re-assess.

Avoid:

CBRS - avoid at current prices. Would want it to come down closer to ~$40B mc before I look to dca. Would love to hold since they own genuinely unique tech.

CRWV / IREN - Financing for both is a mess...debt/dilution. Nebius are just a better multi yr neocloud.

HIMS - Forced out of higher margin GLP1s into lower margin braded GLPs from Novo/Lilly. Feel like their moat was to do w/ regulatory arbitrage on compounding. With that gone, it's a customer acquisition + churn biz buying branded drugs at lower margin.

IBIT / BTC - Macro setup is hostile. Higher rates for longer (10Y ~4.54%, 30Y >5%) raise opportunity cost. Pure liquidity/risk appetite instrument + both are tight rn.

ETH - same as bitcoin.

MELI - personally a little confused - either a hold/avoid. Seeing some margin compression via their credit book growing faster than revenues. Talks of margin recovery next year, at which point the stock could re-rate.

SNAP - Absolute worst social media app + CEO is a weirdo. Platform keeps losing share to Meta/Tiktok.

TSLA - Huge competition from other EV makers shown by production > deliveries volumes. Humanoids will be their next key growth driver, just a little while away.

SPCX (SpaceX) IPO: I never personally participate in IPOs + SpaceX specifically is way too overvalued for me. Will be going long eventually though. Rough ballpark would be ~$1.5T if it gets there post IPO.

---

Just for very high level notes at current stock prices (NFA).

I'm personally staying long despite the current macro backdrop, mainly in AI supercycle names e.g. memory, semis etc.

But then you also have great companies at depressed prices, mainly in SaaS which I'm DCA'ing currently.

I don't hold positions in all of these names. This is just a subset that overlaps my "Close Tracking" list + X's favourite names.

[CC Tech Gal @speechtechgal]

@Million_Sancet Excellent perspective. I joined FinX a few months and I’ve been blown away by the turbo level of democratized financial knowledge and potential.

[CC Tech Gal @speechtechgal]

@ImpeachedClint to each his own 👊🏽

[CC Tech Gal @speechtechgal]

Gustavo Petro is a ruthless, corrupt, lying, racist, drug addicted, narco-terrorist.

Petro was an M-19 urban guerrilla criminal and supported its armed insurgency in Colombia’s internal conflict through political organizing, propaganda, and stockpiling stolen weapons, while the group itself carried out kidnappings, raids, and other violent actions.

In October 1985 he was arrested and imprisoned for 18 months after being found with illegal firearms and homemade explosives (disguised as a woman at the time).

M-19’s most lethal operation—the November 1985 Palace of Justice siege killed around 100 people.

[CC Tech Gal @speechtechgal]

@Park09M @shaunmmaguire you’re right. nothing that POS clown says can be taken serious

[CC Tech Gal @speechtechgal]

@uricohenisrael @ANIABELLO_R How does anyone take this assclown serious?

[CC Tech Gal @speechtechgal]

@MOSSADil Meanwhile… Abelardo De La Espriella🫡🔥🇨🇴🫡
@ABDELAESPRIELLA

[BCN News @BCN_Plus]

¿Por qué no estamos hablado de los más de 130 millones que ha recibido Alejandra Quilcué, la hija de Aída Quilcué, en contratos?

¿Señora @aida_quilcue podría explicarnos a los colombianos porque su hija tiene contratos con el actual gobierno?

Pero no contenta tiene a Karen Quilcué otra familiar, enchufada; con contratos que suman más de 400 millones.

[CC Tech Gal @speechtechgal]

🫡🔥🇨🇴🔥🇨🇴🫡
Firmes Por La Patria

[Hugo León el Tigre @HugoLeonElRojo]

JAJAJAJAJAJAAJA el que está disfrazado de caja de Zucaritas es el más #FirmePorLaPatria 😂

#DefensoresDeLaPatria 🐯👊

[CC Tech Gal @speechtechgal]

@petrogustavo Petro y sus ratas están desesperados.

No hay comparación. 🔥🇨🇴🔥

Firmes Por La Patria! 🫡🇨🇴

[Libre Oposición @Libre_Oposicion]

🇨🇴🤯| ¡DEMOLEDOR! Esta es la contundente diferencia entre las propuestas económicas del vicepresidente de Abelardo de la Espriella e Iván Cepeda:

[CAVENDISH @TheMonChief]

@RNacional_News

[CC Tech Gal @speechtechgal]

@AbelardoPTE MCGA 🔥🇨🇴🔥

[CC Tech Gal @speechtechgal]

Our Make Colombia Great Again MCGA moment is here 🔥🇨🇴🔥

[De La Espriella Presidente @AbelardoPTE]

Señor drogadicto, usted fue quien arrodilló el país al narcotráfico:

1. Le quitaste órdenes de captura a tus amigos narcos.

2. Le quitaste órdenes de extradición a narcos y cabecillas de las disidencias.

3. Nombraste gestores de paz a los asesinos de Miguel Uribe y otros tantos delincuentes.

4. Te subiste en una tarima con toda la cúpula de la oficina de envigado.

5. Tu hijo confesó ingresos de dinero de narcotráfico a tu campaña.

6. Estás en la lista OFAC por vínculos con el narcotráfico.

¿Quieres más ejemplos?

Eres el jefe de la mafia, Petro, un bandido miserable al que nunca le importó el país, pero pronto se te acabará la maricada. Ningún delincuente, incluido tú, seguirá gozando de beneficios.

Todos esos grupos narcotraficantes y guerrilleros de los cuales te rodeas, serán objetivo militar.

Colombia dejará de arrodillarse al narcotráfico cuando el Tigre se posesione como Presidente de Colombia.

¡FIRME POR LA PATRIA! 🫡 🇨🇴
Abelardo Presidente.

[CarlosArt @CarlosArtR]

Mira @WestCOL el borracho que tenemos de presidente ahora te odia.

Así pagan los zurdos. Luego que hiciste stream con el ahora se molesta por que pones tu seguridad primero.

Pa que vaya viendo parcero. Así son.

Unos malagradecidos.