Feed - Buzzberg

19:09
Apr 16

@kawzinvests

@PhotonCap I sadly was out too early at $10 after the 2x on the $TSEM order. Didn't see it running this far this fast...

TSEM

19:03
Apr 16

@kawzinvests

@michaelsikand 🤣🤣🤣🤣

19:03
Apr 16

@kawzinvests

@vz921 I was surprised how much hate it got from $RKLB longs. Both are good companies, one is just a lot more expensive than the other.

18:49
Apr 16

@kawzinvests

Caught a ton of hate from $RKLB bulls after posting this. $FLY is up 16% today. Thesis playing out. https://t.co/RYeoOcYuP3

FLY

MED

18:46
Apr 16

@kawzinvests

@crux_capital_ Glad your starting to cover this one. Looking forward to their ER on the 29th

17:56
Apr 15

@kawzinvests

@AlmaCap114204 https://t.co/ibejHkaxme

16:39
Apr 15

@kawzinvests

@retail_mourinho What the actual fuck

13:58
Apr 15

@kawzinvests

@skowihx 👀👀

22:10
Apr 14

@kawzinvests

@michaelsikand The restaurant doesn't know it's about to be fully booked through 2030. 👀

22:08
Apr 14

@kawzinvests

@xalexaan IBKR is the cleanest way in, if you want to avoid fees

22:06
Apr 14

@kawzinvests

@eyesigh558 Mobile is 52% of revenue and was down 36% year over year last quarter. That is exactly why the stock is down 75% from its highs …

22:05
Apr 14

@kawzinvests

@ardninja Sampling happened in December. Volume is what's coming...

22:04
Apr 14

@kawzinvests

@Flowing_Nature Interactive Brokers has the lowest foreign equity fees I have seen for US retail, worth looking into.

22:04
Apr 14

@kawzinvests

@richsmith1985 No price target, I size to the thesis not a number

20:05
Apr 14

@kawzinvests

@acceler8future Love this image.

19:57
Apr 14

@kawzinvests

Here is the Soitec deep dive: https://t.co/poRtb4u8Bd

19:56
Apr 14

@kawzinvests

The rotation into CPO names is inevitable. From what I am reading, it may be coming faster than most expect. Soitec $SLOIF up 10% today. It…

SLOIF

MED

01:26
Apr 14

@kawzinvests

@OptimusDelta My top source for Direct Energy Weapons

23:17
Apr 13

@kawzinvests

Your own numbers actually make the case against you. $RKLB did $602M in 2025 revenue. $200M of that was launches. The other $400M was Space…

22:50
Apr 13

@kawzinvests

@dpinsen Yeah space is hard lol. Two attempts, tipped over both times. At least they're consistent. 😂

22:49
Apr 13

@kawzinvests

@EhrmantrautCap_ Yeah, but some are better positioned than others.

22:48
Apr 13

@kawzinvests

@retail_mourinho Yeah SpaceX filing is doing exactly what everyone hoped. Whole sector waking up.

22:42
Apr 13

@kawzinvests

Full $FLY deep dive on Asymmetrical Bets. https://t.co/ipc1b4wcHB

22:39
Apr 13

@kawzinvests

$FLY is down 37% from its peak. It is also the only private company in history to successfully land on the Moon. Most people following thi…

FLY

MED

21:59
Apr 13

@kawzinvests

@CKCapitalxx Appreciate the kind words, genuinely. Though I am one account among many doing this work

21:09
Apr 13

@kawzinvests

Credo $CRDO is acquiring DustPhotonics for $750 million cash plus equity. This is the biggest move they've made. My concern with CRDO was a…

CRDO

MED

19:02
Apr 13

@kawzinvests

@BULLOFBRITAIN https://t.co/ELvSt3PXD0

17:52
Apr 13

@kawzinvests

@retail_mourinho https://t.co/2U9m7K1OCK

17:25
Apr 13

@kawzinvests

@AlmaCap114204 Nice photonics cheat sheet

17:22
Apr 13

@kawzinvests

@michaelsikand THE BIG LONG

16:17
Apr 13

@kawzinvests

@SaiseiInvesting @Semicon_player @PhotonCap @aleabitoreddit @chipstrat @lithos_graphein @Xterbase @yianisz @vikramskr Thanks!

15:11
Apr 13

@kawzinvests

@FinnStockinger @SaiseiInvesting @Semicon_player @PhotonCap @aleabitoreddit @chipstrat @lithos_graphein @Xterbase @yianisz @vikramskr Thanks…

13:52
Apr 13

@kawzinvests

$NOK Optical Networks grew 17% in Q4 2025 with €2.4B in hyperscaler orders for the full year. That growth is being powered by the same forc…

NOK

HIGH

13:33
Apr 13

@kawzinvests

$ALMU just landed $4M+ in U.S. government contracts for quantum dot lasers and AlGaAs nonlinear photonics. Stock is up 30% premarket. Tower…

ALMU

MED

00:11
Apr 13

@kawzinvests

@southbaytrucker https://t.co/okjqTdZfZc

00:11
Apr 13

@kawzinvests

https://t.co/nxZIx6Nkuz TimeStamp: 7:28

22:33
Apr 12

@kawzinvests

The US just announced a blockade of the Strait of Hormuz starting Monday 10am ET. Peace talks failed. Trump went on air within hours and sa…

LASR

MED

21:37
Apr 12

@kawzinvests

@PhotonBull Valuation has run hard since January and you're paying a premium for programs that haven't shown up in revenue yet, so the margi…

21:11
Apr 12

@kawzinvests

@ParadisLabs We are finished https://t.co/m7W7HMFp6v

19:40
Apr 12

@kawzinvests

$OPTX (~$350M) is North America's largest polymer optics manufacturer. Every step under one roof. Raw polymer in, finished electro-optic ass…

OPTX

HIGH

00:49
Apr 11

@kawzinvests

@michaelsikand Appreciate it, more to come on $OPTX

21:58
Apr 10

@kawzinvests

@PhotonBull Yeah, I agree. But who knows the hype building around SpaceX could be big enough to send the smaller names too.

21:52
Apr 10

@kawzinvests

@PhotonBull Space Summer

18:24
Apr 10

@kawzinvests

@OptimusDelta Great long should be a multi bagger when orders hit

14:33
Apr 10

@kawzinvests

@CitronResearch THE @CitronResearch SHORT SQUEEZE https://t.co/HUBoY57cjO

14:31
Apr 10

@kawzinvests

@MorchInvesting Not sure what they are thinking...

14:31
Apr 10

@kawzinvests

@CitronResearch @CitronResearch Great Short https://t.co/VB3JuLATiX

14:29
Apr 10

@kawzinvests

@CitronResearch is short $AAOI on three claims. Here is what the capacity ramp plan actually shows why he is wrong. Claim one: Oracle is th…

AAOI

MED

14:23
Apr 10

@kawzinvests

Citron is short $AAOI on three claims. Here is what the capacity ramp plan actually shows why he is wrong. Claim one: Oracle is the anchor …

AAOI

HIGH

14:19
Apr 10

@kawzinvests

@BULLOFBRITAIN @CitronResearch Useless