I am out. Not long in photonic materials companies anymore. They are just too volatile and not worth the risk. Upward in the supply chain, we have more quality. The ride was fun. $GLW $AXTI $SOI $IQE

Athu @athuinvests ·
I am out. Not long in photonic materials companies anymore. They are just too volatile and not wort…

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  1. #1

    $NBIS doesn't carry the characteristics of a future $1T company YET. But it does have the potential to get there. The ride is going to be extremely rewarding and fun! Plenty of wo…

    Athu @athuinvests ·
  2. #2

    $SIVE sits right in the middle of the InP laser theme of the AI trade. Here’s how the industry is shaping up: - GS sees the TAM growing 10x by 2028 - Supply is very tight and pric…

    Athu @athuinvests ·
    $SIVE sits right in the middle of the InP laser theme of the AI trade. Here’s h…
  3. #3

    I think the easy version of the AI trade is over. Everyone knows AI infrastructure is where the money's going to be made and that's exactly what makes it a problem now. The hard g…

    Athu @athuinvests ·
  4. #4

    $CRDO moved 20% in the past week. Subscribers made good money on this. Next trade is already out.

    Athu @athuinvests ·
    $CRDO moved 20% in the past week. Subscribers made good money on this. Next tra… $CRDO moved 20% in the past week. Subscribers made good money on this. Next tra…
  5. #5

    Plenty of noise going around $ORCL. Will speak once: Don't see a future in the new AI world where this won't be a $1T company. 🫡

    Athu @athuinvests ·
  6. #6

    OMG. THIS CHART IS LOOKING SUPER BULLISH. KIOXIA COULD GO BRRR... $DRAM $MU $SNDK

    Athu @athuinvests ·
    OMG. THIS CHART IS LOOKING SUPER BULLISH. KIOXIA COULD GO BRRR... $DRAM $MU $SN…

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