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12:46
Apr 16
@minnvestor
Another day, another order for $AEHR
04:06
Apr 16
@minnvestor
@DividendRay @grok Looking great! Happy retirement
20:08
Apr 15
@minnvestor
@CheyCab We already are on the data center side: $FPS $NVT The Dayton / Anoka area is having a moment
NVT FPS
MED
19:11
Apr 15
@minnvestor
@aleabitoreddit The Germans are too conservative, the French are too focused on signaling (analyst ratings, technicals, etc), and the smalle…
18:58
Apr 15
@minnvestor
Sabre doesn't necessarily want to replace corporate travel agents, their bread and butter, with AI agents. But they want to be positioned if…
18:37
Apr 15
@minnvestor
$SABR ripped the software band-aid off right away Already under pressure from industry fragmentation, Sabre shed their legacy identity to f…
SABR
HIGH
02:30
Apr 15
@minnvestor
@genZinvest0r If shares rip well past $1000, I'd just close the spread. No need to wait until 2028
00:34
Apr 14
@minnvestor
@buccocapital 10. You have a kid / kids. Balancing time for a Substack foray + fam and job takes military grade communication An article I …
17:08
Apr 12
@minnvestor
@firstadopter Likely demand outstripping ability to supply, but no one wants to say it out loud IMO, ChatGPT is dealing with the same probl…
02:20
Apr 11
@minnvestor
@Kgformvp211 @MinnesotaMunn Get some sleep already
02:18
Apr 11
@minnvestor
@illyquid "PC & smartphone..." 😴
01:02
Apr 11
@minnvestor
@itsmarkmoran Bring back the City Beautiful movement! https://t.co/sCSltQpdrf
19:46
Apr 10
@minnvestor
An anomalous force is determined to keep $INTC under $63, confirming my suspicion Intel has no rizz https://t.co/QDdMWuxqVV
INTC
MED
18:54
Apr 10
@minnvestor
@TimmerFidelity Pretty remarkable that gold and bitcoin have zero correlation
14:17
Apr 10
@minnvestor
Cramer's not too pleased the optics trade keeps working $LITE https://t.co/QfEcjtQhB8
02:08
Apr 10
@minnvestor
Corning def exhumed since I wrote this one. New ATHs $GLW https://t.co/EJg9fLm36J
01:46
Apr 10
@minnvestor
I bought all these less than two weeks ago. Unrealized P&L shown Fishing where the fish are works, I guess $AEHR $LITE $ACMR $NOK http…
14:37
Apr 09
@minnvestor
Glad I did. Up +35% already which is insane
05:07
Apr 09
@minnvestor
Two quick clarifications on the Pulsar article: I wrote once a helium deposit's total volume is understood, purity doesn’t matter (for esti…
20:21
Apr 07
@minnvestor
$AEHR https://t.co/Pqh8AXLWyT
AEHR
20:11
Apr 07
@minnvestor
Damnit, do I need to buy $AEHR at $50 after selling last year at $15? https://t.co/8kWVU54DxX
18:57
Apr 07
@minnvestor
My full article on Pulsar Helium is now available. Makes a nice half-hour podcast with Substack's AI voice Link: https://t.co/O5llu9LHbf $P…
14:19
Apr 07
@minnvestor
I found one more wrinkle to the story this morning. Wrapping it up now, should go live within the hour
20:50
Apr 06
@minnvestor
Outline: https://t.co/eI98SMZwnE
20:33
Apr 06
@minnvestor
This one has it all: The Rockefellers, Artemis II, helium-3, and more My deep dive on Pulsar Helium goes live tomorrow pre-market. First pa…
01:47
Apr 02
@minnvestor
Portfolio update 21 stocks 60% US, 40% international I don't mean to trade or post this often. But buy-and-hold is hard when tech is so tr…
HIMX
20:17
Mar 31
@minnvestor
@Redpoint Once I had a sociology professor tell us how good he was at command line in the 80s and how his career path was devastated when th…
20:05
Mar 31
@minnvestor
Saw those Frankfurt shares of SK Hynix at 460 today and spent all day planning a reallocation strategy only to come back and see they're now…
19:53
Mar 31
@minnvestor
I saw this and couldn't unsee it. Comments from an industrial company executive on $NOW via @Redpoint Likely nail in the coffin for my leg…
NOW
13:12
Mar 31
@minnvestor
This is extremely bullish for Alchip. I don’t understand why the stock has sold off this much They locked in 60,000 CoWoS wafers per month …
AMZN MSFT INTC
13:53
Mar 30
@minnvestor
Multi-model is the future $MSFT announces new tool that uses GPT for drafting and Claude for critique. It's said to outperform Opus 4.6 alo…
MSFT
13:18
Mar 28
@minnvestor
Stocks of profitable tech companies with the lowest RSI, via finviz: 22.3 $MSFT Microsoft 22.4 $GEN Gen Digital 22.4 $DBX Dropbox 22.6 $MET…
MSFT META SAP SSNC BR
04:00
Mar 28
@minnvestor
This is exactly how 2022 started. Geopolitical shock on already shaky macro sends commodities higher If this is a rerun, risk-on story stoc…
14:11
Mar 27
@minnvestor
European Central Bank president warns that helium supply disruptions through the Strait of Hormuz could have lasting consequences for microc…
APD
13:23
Mar 26
@minnvestor
Looking at $SIVE remembering the last time I traded a Swedish small cap https://t.co/VgxWZZsoxe
15:50
Mar 24
@minnvestor
Jensen Huang describes three underappreciated qualities of $TSM, via @lexfridman: 1. "Their ability to orchestrate the dynamic demands of 1…
TSM
16:44
Mar 21
@minnvestor
Portfolio update: 16 stocks, 1 option 54% US, 46% international Notes: - I'm reposting this because I did a lousy job explaining my thinkin…
16:40
Mar 20
@minnvestor
Alchip market cap is $8 billion. 83% of revenue came from AI/HPC ASIC sales last year. 78% came from North America. Small company + dependen…
16:03
Mar 20
@minnvestor
Remember ASICs? Alchip shares are trying to gain momentum after chopping sideways for months. Volume surged yesterday on supplier optimism …
AMZN
15:32
Mar 19
@minnvestor
AI bottleneck names by short float: 2% $VRT Vertiv 2% $TSEM Tower Semiconductor 3% $COHR Coherent 4% $SITM SiTime 5% $SMTC Semtech 12% $AX…
SITM SMTC TSEM COHR VRT
19:51
Mar 18
@minnvestor
Guy says $SITM is fairly valued at 68x 2027 earnings. Thats 20x sales, two years from now https://t.co/nYUy7exLcf
SITM
16:37
Mar 18
@minnvestor
$AAOI insiders have done a remarkable job swing trading their own company. Insider selling doesn't reliably indicate anything. But the cont…
AAOI
21:31
Mar 17
@minnvestor
[3/3] Bearish takes on Himax suggest absence of evidence = evidence of absence. Baloney. Himax sits way upstream. You'd never hear about a …
HIMX
21:31
Mar 17
@minnvestor
[2/3] Himax evolved from its display roots through several acquisitions, investments, and one key carve-out: 2010: acquired Spatial Photoni…
HIMX
21:31
Mar 17
@minnvestor
People who call $HIMX a legacy business aren't paying attention. Like AWS to Amazon, Himax's emerging segments are the real story: WiseEye:…
HIMX
05:44
Mar 17
@minnvestor
It'll take a lot to cool these SOBs. I bought more AVC to hold long term unless I find an even stronger liquid cooling play https://t.co/8kp…
15:23
Mar 14
@minnvestor
Looks like Wells Fargo agrees with me on Air Products $APD upgraded to overweight yesterday, PT $325. Analyst cites global supply disruptio…
APD
20:05
Mar 13
@minnvestor
I still am* https://t.co/XqmBXGpvuQ
19:56
Mar 13
@minnvestor
I struggle with the idea that $HIMX has: - likely collaboration with $TSM - likely in AR at $AAPL - potentially in Rubin $NVDA $MSFT - yet t…
HIMX TSM AAPL NVDA MSFT
17:02
Mar 13
@minnvestor
Anons are explaining co-packaged optics better than most analysts. Here's what they got right (and wrong) about Himax: https://t.co/L4wbRzd4…
HIMX TSM NVDA