Unicorn

[Unicorn @UnicornView]

@awamzzz 家里！因为他待在家里！😂

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[Unicorn @UnicornView]

@omxYjl9E3DZh2Ol @idealMisu @CoffeeVani22446 知道怎么读，键盘打出来，不就知道了，外国人甚至不知道咋读

[Unicorn @UnicornView]

@Tuxu8964 出生在印度或者尼日利亚怎么样

[Unicorn @UnicornView]

@harukaawake 我想知道前边发生了什么，无缘无故就是要撞你？骚扰你？把我们当傻子？

[Unicorn @UnicornView]

@Mi94786181 @ju_tuan24528 我只是一个新思路哈，好奇而已，如果当初国民党赢了，那新国家也是”新中国“，那没差啊，今天拍的影视剧，应该就是国民党主角了

[Unicorn @UnicornView]

@ju_tuan24528 你要说洗脑镇压，不至于，但是确实制度不完善，���会纯摆设，工人根本不敢游行示威，上一次敢明目张胆拍出来的，还是民国时期的学生示威吧，没明目张胆拍出来的应该是疫情时期的上海街头游行，因为那已经涉及生命安全了，所以没人在乎镇压。平时的话其实还好吧，没感觉多大的压迫，可能我没有感受过国外

[Unicorn @UnicornView]

@Uehara_Beilu 其实，我比较想听听看台湾同胞自己的想法，他们自己认为台湾是个国家还是省

[Unicorn @UnicornView]

@MinMin89485072 虽然我也不喜欢大陆的一些方面，限制太多，制度不完善，工会是个摆设，金融方面也限制老百姓，内政嘛一点点认同，但是经济一塌糊涂，你认真的吗？第二大经济体全球公认，��还有很多不足，但是你这话说的真的很像汉奸

[Unicorn @UnicornView]

@fengtongxiao16 @bboczeng 而且载体不止有苹果一家

[Unicorn @UnicornView]

@fengtongxiao16 @bboczeng 载不来一点，你看看WWDC的发布会，简直一坨，那AI狗都不用

[Unicorn @UnicornView]

@zerohedge 出身不好没办法

[Unicorn @UnicornView]

@sats_godzilla @Money_or_Life_X 原来如此 那挂166差不多吧

[Unicorn @UnicornView]

@LuBtc888 他们只是把人赶出了港资券商

[Unicorn @UnicornView]

@IamRamenPanda 吹Space X的也不行吗

[Unicorn @UnicornView]

@nunutimes 所以今天是撑住了吗

[Unicorn @UnicornView]

@y_xia62604 @TaoRay @Money_or_Life_X A股的还在 美股的消失了

[Unicorn @UnicornView]

@y_xia62604 @TaoRay @Money_or_Life_X 因为那个时候贵金属很火，我在A股的贵金属也赚到了，收益翻倍也还不错，再后来美���战争，封闭海峡，油价上升，开始通胀，我就买入XOM，结果一对冲，白玩

[Unicorn @UnicornView]

@huai3121877 @LucyBuilding 哎，安全垫厚的一批，撤100%都不带怕的，怎么输？