authorName: Serenity

handle: aleabitoreddit

profileHandle: aleabitoreddit

text:
Serenity
@aleabitoreddit
·
7h
$NVDA
 Jensen Huang:

“
$MRVL
 the next $1T company ladies and gentlemen “.

Marvell is currently trading at $191B.

I have positions in Marvell… but how much faith do we have in Jensen for the 5x?
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authorName: tae kim

handle: firstadopter

profileHandle: firstadopter

text:
tae kim
@firstadopter
·
7h
My favorite power supplies!
1
7
2.7K


text:
tae kim
@firstadopter
·
7h
The case on my latest gaming PC!
10
2.7K


text:
tae kim
@firstadopter
·
7h
FIFTEEN MINUTES
2
22
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authorName: 川沐｜Trumoo

handle: xiaomustock

profileHandle: xiaomustock

text:
川沐｜Trumoo
@xiaomustock
·
7h
英雄所见略同呐
黄仁勋也来吹
$MRVL
 会是下一家万亿美金公司，非常值得2万亿美金，在光通信普及的时候。
Quote
川沐｜Trumoo
@xiaomustock
·
Apr 21
$MRVL 有大帝之姿，
如果未来AI混战是谷歌AI胜出，
$MRVL 估计在三年内轻松达到2万亿美金，20倍。ASIC芯片设计领域规模体量远不如博通，在去英伟达的前景下各大厂纷纷搞自研芯片 $MRVL 芯片设计业务也算入局了，同时本身又在光电转换方面有极高技术储备，都处在未来热点上。  x.com/xiaomustock/st…
16
20
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text:
川沐｜Trumoo
@xiaomustock
·
7h
兄弟们牛逼不牛逼
$MRVL
 本身足够优秀，所以才会有特别多的人也都看好，甚至老黄也公开喊单
$MRVL
 非常值得万亿美金市值。

#港美互联网 也捏住吃美股红利，都是好公司里面，躺着啥不干一年50%+一点问题没有，根本不用研究分析一堆个股。
19
9
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authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

handle: IanCutress

profileHandle: IanCutress

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
7h
It's the
@intel
 Computex keynote!

@LipBuTan1
 to the stage
5
14
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text:
tae kim
@firstadopter
·
6h
"At our heart Intel is an engineering company .. the opportunity ahead is enormous" - Lip-Bu Tan
$INTC
Intel Corp
INTC
$109.33
-4.67%
4
4
79
25K


text:
川沐｜Trumoo
@xiaomustock
·
7h
这俩月说过好几次
$MRVL
 值万亿美金
兄弟们捏住他娘的，
这次又来自全球最顶级的AI话事人的首肯，
$mrvl
 还有十倍空间。
老黄说的光通信是未来，
其实只需要买俩个股票就够了，
一个
$MRVL
 一个
$NOK
 诺基亚。

$MRVL
 负责芯片内部光通信互连，

$NOK
 诺基亚负责芯片外部远距离光通信互连。
Quote
川沐｜Trumoo
@xiaomustock
·
Apr 22
$MRVL 收购瑞士光学公司Polariton，为下一代3.2T光模块提前作技术储备。
$MRVL 绝对的大帝之姿，未来20倍机会，市值还没中际旭创大。
它还是仅次于博通的ASIC芯片设计公司。
俩个赛道都是天花板万亿美金。
现在这个市值太便宜了。  x.com/PhotonCap/stat…
54
70
551
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text:
tae kim
@firstadopter
·
6h
Perplexity CEO
@AravSrinivas
 on stage talking hybrid agentic inference
1
12
2.1K


Damnang2
@damnang2
·
6h
This shit is honestly pathetic. Korean journalism is cooked...
Quote
김티거
@tiggerkim86
·
9h
엔비디아 발표회가서

삼전 노조 질문을 하는 기자수준 보소..
4
33
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authorName: Pushkar Ranade

handle: magicsilicon

profileHandle: magicsilicon

text:
Pushkar Ranade
@magicsilicon
·
6h
Intel CEO
@LipBuTan1
 with
@perplexity_ai
 CEO
@AravSrinivas
 at #Computex2026
8
122
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text:
川沐｜Trumoo
@xiaomustock
·
6h
$NOK
 诺基亚也珍惜吧，没几刀就买不到20以下的了。
芯片外的光通信业务，英伟达只会跟
$NOK
 合作，不信拭目以待，目前的几个传统通信运营商，在英伟达的技术路线里的只有
$NOK
 ，国内这些不可能合作，国外就剩下 #爱立信 和 #诺基亚 ，只有诺基亚是基于GPU做基站，而爱立信则选
Show more
Quote
川沐｜Trumoo
@xiaomustock
·
18h
$MRVL 专为AI而设计的102.4Tbps 的交换机芯片T100将在本季度交付，最低功耗最低延迟。
如果本季度指的是财报季度，那么会极大提高下个财报季度预期。
未来等着 $MRVL 的利好太多了。它还有谷歌的利好。
能买到300刀以下的 $MRVL 的日子不多了。  x.com/xiaomustock/st…
45
45
383
118K


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
The most advanced x86 cores. Committed to building the best CPU cores in the world. Ensure the world's most important workloads run on 8086. No wait, x86.
2
2
11
868


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
Kevork to the stage.
1
1
3
795


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
Xeon 6+ will enable datacenter leadership with performance and density.
1
3
750


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
6 and 6+
P and E
All x86
All Xeon
No Compromise
1
5
745


text:
tae kim
@firstadopter
·
6h
Agentic workloads are CPU heavy
3
1.6K


text:
tae kim
@firstadopter
·
6h
Very very interesting. Foxconn going to partner with Intel to make rackscale CPU racks (Intel Xeon)
Quote
tae kim
@firstadopter
·
6h
"At our heart Intel is an engineering company .. the opportunity ahead is enormous" - Lip-Bu Tan $INTC
22
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text:
tae kim
@firstadopter
·
6h
"We see token usage exploding (1000X)" - LBT
Quote
tae kim
@firstadopter
·
6h
"At our heart Intel is an engineering company .. the opportunity ahead is enormous" - Lip-Bu Tan $INTC
2
4
35
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authorName: Anshel Sag

handle: anshelsag

profileHandle: anshelsag

text:
Anshel Sag
@anshelsag
·
6h
Another one.
Quote
Anshel Sag
@anshelsag
·
8h
Gotta catch em all? #Computex
243


text:
Anshel Sag
@anshelsag
·
6h
.
@SambaNovaAI
 is now on stage at the
@Intel
 keynote detailing the partnership the two companies have together on AI infrastructure including the SambaRack.
1
214


text:
川沐｜Trumoo
@xiaomustock
·
6h
我不玩小股票，追求大道至简，
Show more
Quote
DYWANYBZ
@DYWANYBZ
·
6h
Replying to @xiaomustock
川总，我把这里面的每个都截图给ai分析，除了nok mrvl，还给出了aaoi应用光电， 还有poet光学中介层，这两个市值很小，一个150一个20，都有点太妖，不知道有没有机会
35
26
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authorName: Gaetano

text:
Gaetano
@crux_capital_
·
6h
If this can push
$LITE
 to break out tomorrow

I'd assume the whole sector catches a bid

Hopefully the market can appreciate what is being said here for all Infra stocks
Quote
Gaetano
@crux_capital_
·
11h
This is a really big deal

Who do you see as the primary beneficiaries? x.com/amitisinvestin…
4
1
50
19K


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
The IPU
1
7
733


text:
Anshel Sag
@anshelsag
·
6h
.
@Intel
 talks about silicon flexibility and demonstrating its success in building custom silicon for customers like
@Google
 and
@ericsson
 #Computex2026
10
677


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
'Intel is now officially in this market'

With custom silicon? Or as an asic partner? Weren't they already in both?
3
9
948


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
Intel has been the foundation of modern day computing. But we don't rest on our laurels. We are building a new Intel.
1
1
8
1.4K


authorName: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠

text:
𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠
@IanCutress
·
6h
Executing at every level is a core part of Intel
8
1.3K


text:
tae kim
@firstadopter
·
5h
"Tremendous progress in 14A" - LBT
2
5
86
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authorName: Photon Capital

handle: PhotonCap

profileHandle: PhotonCap

text:
Photon Capital
@PhotonCap
·
5h
"Sivers & GlobalFoundries Advance AI Data Center Optical Solutions"

As I wrote.... in my prev article,

Sivers' laser arrays will be integrated into GF's silicon photonics platform and SCALE optical engine solutions, targeting CPO and LPO architectures in a projected $25B
Show more
12
28
156
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text:
Photon Capital
@PhotonCap
·
5h
AI data center optical links target $25B market by 2030
From stocktitan.net
1
7
2.6K


authorName: Jukan @COMPUTEX

text:
Jukan @COMPUTEX
@jukan05
·
5h
SK Group Chairman Chey Tae-won: SK hynix will double its memory production capacity within the next five years.
32
76
680
79K


Damnang2
@damnang2
·
5h
One of the most rewarding moments of running a Substack.
1
16
2.1K


text:
Serenity
@aleabitoreddit
·
5h
The most consequential event of an entire company’s history.

Got released today with a photonics player.

Making them the functional standard laser for CPO, Pluggables, and SiPH.

For companies like
$NVDA
,
$AVGO
,
$AMD
, to
$MRVL
 using the foundry.

Does anyone know the name?
239
88
1.7K
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text:
tae kim
@firstadopter
·
5h
"multiple customers" considering Intel for foundry. Won't name them but if Intel raises capex it means they won customers - LBT
1
2
34
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text:
Jukan @COMPUTEX
@jukan05
·
5h
MediaTek at Goldman Sachs Taiwan Day:

“The next-generation program is adopting only EMIB-T, with tape-out targeted for 4Q26 and mass production by 4Q27.”

This is significantly different from what Taiwanese media had reported — that the next-generation program would use both
Show more
Intel Corp
INTC
$109.33
-4.67%
15
45
261
64K


Damnang2
@damnang2
·
5h
That is a very good perspective. I strongly agree with it.
Quote
Midnight Capital
@Midnight_Captl
·
16h
$META is probably getting to that “load the boat” territory

Instagram as addictive as ever. I absolutely trust Zuckerberg to navigate the ship here. Maybe Meta Cloud will be the play for them… if they put out a cloud business the stock is up 20% that day
23
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text:
tae kim
@firstadopter
·
5h
"agentic AI .. CPU becomes more highly demanded. We get really excited. We are constrained by supply. Last four weeks, CEOs are calling me for more CPU." - LBT
$INTC
Intel Corp
INTC
$109.33
-4.67%
2
28
3.9K


text:
tae kim
@firstadopter
·
4h
Doubling in five years is definitely no where near enough. Yikes! They need to do WAY WAY more.
Quote
Bloomberg
@business
·
5h
SK Hynix plans to double its memory chip wafer capacity over the coming five years
https://
bloomberg.com/news/articles/
2026-06-02/sk-hynix-to-double-wafer-capacity-to-ease-memory-chip-crunch?taid=6a1e867aabb4210001d08cea&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
…
8
6
93
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text:
Serenity
@aleabitoreddit
·
4h
DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally
Show more
Quote
Serenity
@aleabitoreddit
·
5h
The most consequential event of an entire company’s history.

Got released today with a photonics player.

Making them the functional standard laser for CPO, Pluggables, and SiPH.

For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry.

Does anyone know the name?
389
275
2.6K
398K


text:
Photon Capital
@PhotonCap
·
4h
great starting.

Hope to see recovering on $SIVEF as well!

To the Moon
Quote
Photon Capital
@PhotonCap
·
5h
"Sivers & GlobalFoundries Advance AI Data Center Optical Solutions"

As I wrote.... in my prev article,

Sivers' laser arrays will be integrated into GF's silicon photonics platform and SCALE optical engine solutions, targeting CPO and LPO architectures in a projected $25B
2
4
74
25K


authorName: XinGPT

handle: xingpt

profileHandle: xingpt

text:
XinGPT
@xingpt
·
4h
楼下酸奶的希腊酸奶质量从惊艳到普通，现在下降到了难吃的级别，成熟品牌在打响知名度后降质似乎是全天下商家的必然选择，比如太二的酸菜鱼，银流咖啡的黑松露蛋黄贝果，Anthropic的 Opus
9
2
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text:
川沐｜Trumoo
@xiaomustock
·
4h
我的持仓很稳定，今天还是这几个，没有变化。捏的越久涨的越猛，
好股票不需要天天瞎折腾。
#富国全球科技互联网 这个限额了，从500到一天50万，今天继续加了点。
Quote
川沐｜Trumoo
@xiaomustock
·
19h
仓位最近调整成了这样
美区： $DRAM   $MRVL $NOK  $IBM
（主仓位dram 60%，1/20仓ibm，其他没变）
港区：#2x做多海力士
a区：#港美互联网 （  #中韩半导体 已经清仓换了港美）
支付宝基金：#富国全球科技 #建信新兴市场
全方位无死角的存储持仓，光通信，附加一点 $IBM 作为未来量子仓。 x.com/xiaomustock/st…
20
3
134
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text:
川沐｜Trumoo
@xiaomustock
·
4h
能买到300刀以下
$MRVL
 的日子真没几天了这他娘的老黄威力太大，已经271美金。
Quote
川沐｜Trumoo
@xiaomustock
·
18h
$MRVL 专为AI而设计的102.4Tbps 的交换机芯片T100将在本季度交付，最低功耗最低延迟。
如果本季度指的是财报季度，那么会极大提高下个财报季度预期。
未来等着 $MRVL 的利好太多了。它还有谷歌的利好。
能买到300刀以下的 $MRVL 的日子不多了。  x.com/xiaomustock/st…
20
3
146
54K


text:
tae kim
@firstadopter
·
4h
I’m frankly a bit ticked off about this.
Quote
tae kim
@firstadopter
·
4h
Doubling in five years is definitely no where near enough. Yikes! They need to do WAY WAY more. x.com/business/statu…
4
1
22
14K


text:
Photon Capital
@PhotonCap
·
4h
United SFO-ICN 비행 경로에, Starlink wifi 는 없고, 광고만 있네요

@Starlink

@united
4
3K


text:
Jukan @COMPUTEX
@jukan05
·
4h
 Marvell CEO says copper wall is moving inside the rack, and copackaged optics is the only way through

• Marvell CEO Matt Murphy emphasized at Computex 2026 that the next bottleneck in AI infrastructure is not compute or memory but connectivity.

• The shift from copper to
Show more
Marvell Technology Inc
MRVL
$219.43
+7.04%
23
126
780
116K


text:
Jukan @COMPUTEX
@jukan05
·
4h
digitimes.com
Marvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way...
On the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure is not...
3
36
13K


text:
Jukan @COMPUTEX
@jukan05
·
3h
Just in: Kioxia is seeking to sign long-term NAND supply agreements with hyperscale data centers covering 2029 and beyond.
10
97
565
183K


text:
XinGPT
@xingpt
·
4h
黄仁勋的站台Marvell盘前涨了 20% +，所以Marvell今天ComputeX上究竟做了什么让老黄如此激动：

Marvell 在本次大会上亮出了专为 AI 云数据中心彻头彻尾重新设计的 Teralynx T100 交换芯片。
在高端数据中心单机架功耗逼近 120kW 的今天，网络和交换组件的能耗占比高达 15% 到 25%，其功耗被控制在
Show more
5
6
19
5.1K


text:
tae kim
@firstadopter
·
3h
Wat
4
59
4.6K


text:
Photon Capital
@PhotonCap
·
3h
Cheers

to the $SIVE holders
Quote
Photon Capital
@PhotonCap
·
4h
great starting.

Hope to see recovering on $SIVEF as well!

To the Moon  x.com/PhotonCap/stat…
19
9
287
34K


text:
tae kim
@firstadopter
·
3h
Wat
2
14
3.5K


text:
川沐｜Trumoo
@xiaomustock
·
3h
很多人好奇为啥都能买美股为啥还在大a之前买 #中韩半导体 ，
现在又在大a买 #港美互联网
有几个好处，
1.在大a买etf或者lof
我不仅可以吃到美股韩股涨幅，
我还能吃到在大a几十个点的溢价。
一鱼俩吃。
2.大a买境外qdii 的etf和lof 零税费，全球难找。
3.资金分区管理，防范单一集中风险。
22
13
306
49K


Damnang2
@damnang2
·
3h
$IBM
 for you
Quote
Damnang2
@damnang2
·
14h
 Article
Why Is IBM Rising Again: Question of an AI-Era Re-Rating
In late May, a video of Trump saying IBM stock would go much higher made the rounds. A lot of people took it as a buy recommendation. But it was not something he said recently. The remark came from a...
3
16
3.5K


text:
tae kim
@firstadopter
·
3h
Score!
1
2
2.6K


text:
tae kim
@firstadopter
·
3h
MI350!
4
6
2.1K


text:
Jukan @COMPUTEX
@jukan05
·
3h
Kioxia seems to believe that although the supply-demand curve will gradually recover, NAND will still remain in shortage even in Q4 2027.
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text:
Photon Capital
@PhotonCap
·
2h
$SIVE +63.43%

CPO, Photonics는 크게 보면

1. 발광(레이저)
2. 수광(디텍터)
3. 변조(모듈레이터)
의 능동소자와

4. 도파로(웨이브가이드, 기타 광 component 들)
의 패시브 소자가 있는데,

10년 간의 Photonics 경험을 돌이켜 보면,
물론 다 힘들지만,

무엇보다, 1. 발광(레이저) 가 만들기
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Quote
Photon Capital
@PhotonCap
·
3h
Cheers

to the $SIVE holders   x.com/PhotonCap/stat…
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text:
Photon Capital
@PhotonCap
·
2h
축하드립니다
Quote
수문남(상태 : 혐권 혐오)
@BeardedxScholar
·
2h
100sek소음 ㅅㅅ
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authorName: Paradis Labs

handle: ParadisLabs

profileHandle: ParadisLabs

text:
Paradis Labs
@ParadisLabs
·
2h
Yeah, transformational news for $SIVE:

$GFS
 add Sivers' InP lasers to menu of qualified light sources in its SiPh reference designs, incl. their new CPO platform.

Mapping to
$GFS
 value chain like:

$AVGO
,
$MRVL
,
$NVDA
.

Which widens out $SIVE's funnel massively & gives them a
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text:
Gaetano
@crux_capital_
·
2h
It has been posted!

My Physical AI portfolio I am building from scratch.

With weightings, entry levels, theses, financial modeling etc.

I wish that when I was building my optics port at the end of last Summer, I could have built it real time with my audience.

This is another
Show more
Quote
Gaetano
@crux_capital_
·
May 30
Exciting update!

I am really pumped about this...

I am building out my Physical AI portfolio from scratch.

I am going to be showing this live, with all the specific companies, weightings, theses, price targets, entry levels etc.

I wish I could have done this with the Optics x.com/crux_capital_/…
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text:
tae kim
@firstadopter
·
2h
Max
@chernandburn
 confirmed to me this is definitely real. My goodness. Korea needs to step up and make more chips or we are going to have issues
Quote
tae kim
@firstadopter
·
4h
I’m frankly a bit ticked off about this. x.com/firstadopter/s…
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text:
tae kim
@firstadopter
·
2h
The best
$AMD
 chips?
Advanced Micro Devices Inc
AMD
$510.13
-1.16%
19
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text:
XinGPT
@xingpt
·
1h
英伟达今天宣布推出光电一体化的网络交换机：NVIDIA Spectrum-X™ 和 NVIDIA Quantum-X。

从光模块路线看，NVIDIA 的硅光 / CPO 交换机代表的是一条很清晰的升级路径：

传统可插拔光模块 → LPO 线性可插拔光模块→ 硅光模块 → CPO 光电共封装。
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text:
XinGPT
@xingpt
·
1h
长期招研究员，覆盖美股和AI前沿的研究并且撰写相关报告，善于运用AI工具，最好人在江浙沪能够接受线下办公。
待遇从优，提供各种AI token订阅额度和前沿投行/半导体媒体付费报告。
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authorName: Johan

handle: semicap

profileHandle: semicap

text:
Johan
@semicap
·
29m
$ASML
 has joined the meeting
Quote
First Squawk
@FirstSquawk
·
5h
SK HYNIX TO DOUBLE MEMORY CHIP WAFER CAPACITY OVER FIVE YEARS
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