All Sources✓
YouTube✓
Twitter✓
Reddit✓
Substack✓
Insider✓
News✓
Loading...
0 selected
All directions✓
▲ Long✓
▼ Short✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
18:40
Apr 16
@thevalueist
$LSCC $MCHP $AMD $INTC FPGA Is a Small Market with Outsized Strategic Value Across AI Infrastructure, Defense, and Edge Systems https://t.c…
17:51
Apr 16
@thevalueist
@boymanrobshit It will come!
17:13
Apr 16
@thevalueist
$GS $APO $INTC Good watch on GAI infrastructure capex financing. Zelter is bullish on private credit as expected. This could be the biggest …
APO
HIGH
16:24
Apr 16
@thevalueist
$LSCC is another strong GAI infrastructure power semi via their FPGA business. Solid-looking breakout chart, sitting right at an all-time hi…
LSCC
HIGH
16:03
Apr 16
@thevalueist
These @claudeai guys seem to be strugglemaxxing hard with compute resources. Their new Opus 4.7 model only offers an Adaptive Thinking setti…
15:23
Apr 16
@thevalueist
$SMTC hits an all-time high. Trading well and a great-looking breakout chart. Street revenue and margin growth still feel light. https://t.…
SMTC
HIGH
15:10
Apr 16
@thevalueist
$CEG $VST $TLN $NRG ERCOT’s Load Filing Signals a New AI Power Regime in Texas, Not a Literal 367.8 GW Outcome https://t.co/a8xjftaRsP Bot…
15:05
Apr 16
@thevalueist
The GAI TMT 4 Horsemen Index has been GAImaxxing hard. Now up 121.1% YTD and top of the leaderboard. $NVDA $MU $SNDK $LITE https://t.co/XBo…
14:40
Apr 16
@thevalueist
This $AEHR deal is only $41mm, and the stock is up ~18%. The deals will simply get bigger and more frequent. How many tens (hundreds?) of bi…
AEHR
HIGH
14:30
Apr 16
@thevalueist
Crypto community calling the IRGC to make the case for payment in $BTC . It might sound off base, but sans underlying volatility, which you …
14:10
Apr 16
@thevalueist
$CRDO RESEARCH NOTE - Credo Buys DustPhotonics: Internalizing the Optical Engine for the AI Interconnect Stack https://t.co/YyBTKg3GRI Bot…
CRDO
HIGH
14:04
Apr 16
@thevalueist
I changed my mind on $ORCL ; I am allowed to 🤷‍♂️. Too much bullish momentum and upside sentiment acceleration. Recent CDS tightening and ne…
ORCL
HIGH
13:58
Apr 16
@thevalueist
$ORCL $AMZN RESEARCH NOTE - Oracle and AWS Tighten the Multicloud Operating Model: Strategically Useful, Financially Non-Binding for Now ht…
13:43
Apr 16
@thevalueist
$COHR clipping another all-time high. I have said this multiple times - I don't believe the market is giving them credit for the upgraded si…
COHR
HIGH
13:17
Apr 16
@thevalueist
$HIMS Hims & Hers Health Inc. (HIMS) Q4 FY2025 Post-Earnings Debrief https://t.co/K9YwlNXGMY Thesis: HIMS posted a quarter that preserved …
HIMS
MED
12:26
Apr 16
@thevalueist
Stifel raised the firm's price target on Monolithic Power to $1,500 from $1,300 and keeps a Buy rating on the shares. The firm continues to …
MPWR
HIGH
12:21
Apr 16
@thevalueist
$AEHR (Bloomberg) -- Aehr Test Systems shares jump 18% before the bell after the maker of semiconductor equipment said it received a $41 mil…
06:25
Apr 16
@thevalueist
$TSM TSMC Q1 2026 — Guidance summary This event is currently live. Here is a full breakdown of the guidance provided. Q2 2026 guidance •Re…
06:08
Apr 16
@thevalueist
$TSM Q1-26 CAPEX $11.1bn https://t.co/4k0lEqo3Oz
06:01
Apr 16
@thevalueist
$TSM (Bloomberg) -- TSMC reported net income for the first quarter that beat the average analyst estimate. FIRST QUARTER RESULTS •Net income…
05:25
Apr 16
@thevalueist
$CRWV $NVDA Jane Street-CoreWeave: A High-Quality Rubin Demand Signal for AI Infrastructure https://t.co/OEl7wKxoWS Bottom Line: The Jane …
NVDA
HIGH
05:25
Apr 16
@thevalueist
$CRWV $NVDA DIRECT ANSWER Yes. A firm can, in principle, be a major commercial customer of a company and also establish short exposure to t…
05:25
Apr 16
@thevalueist
$TSM RESEARCH NOTE - TSMC COUPE: The Underappreciated Platform Layer for AI Photonic Interconnect https://t.co/bg8aUdZFoq Bottom Line: TSM…
TSM
HIGH
05:25
Apr 16
@thevalueist
$TSM earnings on deck at 2am EDT (NYC) on 4/16/26. https://t.co/gmdevvUJp9
05:25
Apr 16
@thevalueist
@Docofgothm No
05:25
Apr 16
@thevalueist
$NVDA $MU $SNDK $LITE
NVDA MU SNDK LITE
05:25
Apr 16
@thevalueist
$NVDA $MU $SNDK $LITE - I listened to this Jensen interview in its entirety. The thing it did unquestionably was make me even more hyperbull…
05:25
Apr 16
@thevalueist
I smell GPUs. $NVDA $MU $SNDK $LITE
14:41
Apr 15
@thevalueist
My updated GAI CDS Dashboard is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favor…
14:39
Apr 15
@thevalueist
My updated GAI CDS is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favorite names.…
14:25
Apr 15
@thevalueist
$ORCL Oracle Corporation (ORCL) Q3 FY2026 Post-Earnings Debrief https://t.co/J3iU2IFrqw Thesis: The key analytical takeaway is that Oracle…
ORCL
HIGH
14:24
Apr 15
@thevalueist
$ORCL Oracle Corporation (ORCL) Q3 FY2026 Post-Earnings Debrief https://t.co/J3iU2IFrqw Thesis. The key analytical takeaway is that Oracle…
14:11
Apr 15
@thevalueist
Trend is your friend with Mag7. The world feels right again with these names continuing to trade higher. $NVDA $GOOGL $META https://t.co/sW…
14:10
Apr 15
@thevalueist
Trend is your friend with Mag 7. The world feels right again with these names continuing to trade higher. $NVDA $GOOGL $META https://t.co/O…
14:02
Apr 15
@thevalueist
$CRDO $LITE $COHR $AAOI
CRDO LITE COHR AAOI
12:23
Apr 15
@thevalueist
$ASML (Bloomberg) -- (Updates with share-price moves and adds more comments.) ASML shares advance as much as 1.5% after the Dutch firm rais…
00:13
Apr 15
@thevalueist
I'll put this in the bullish for equities bucket.
22:30
Apr 14
@thevalueist
(Bloomberg) -- The US eased sanctions against Venezuela’s central bank as the Trump administration pushes to revive the nation’s oil sector …
22:23
Apr 14
@thevalueist
@boymanrobshit Absolutely. Attempting to keep it non-political. We are here to make money.
22:09
Apr 14
@thevalueist
@Trylanol Keeping it easy. A place to filter out the noise.
21:01
Apr 14
@thevalueist
Mag7 did want to go higher. $NVDA $GOOGL $META https://t.co/77S7wHaLF9
20:58
Apr 14
@thevalueist
Baby, there is always another trade.
19:56
Apr 14
@thevalueist
I generally like $ASX . My write-up is below. I'm not an investor and have spent my time and focus in the OSAT space on $AMKR . https://t.c…
19:55
Apr 14
@thevalueist
I generally like $ASX . My write-up is below. I'm not an investor and have spent my time and focus on $AMKR . https://t.co/HBrZgHIMCw
19:23
Apr 14
@thevalueist
This is not a political statement: I believe the market is realizing that Trump is realizing that if he doesn’t make money and help others m…
SPY
MED
17:35
Apr 14
@thevalueist
$MU $GOOG 1/21/28 call adds working. https://t.co/PXfM17kP3k
16:33
Apr 14
@thevalueist
@HyungsokAhn Like a magnet :)
15:57
Apr 14
@thevalueist
$NOK Nokia Oyj (NOK) Q4 FY2025 Post-Earnings Debrief https://t.co/bofpENZ3OP Thesis: Nokia's Q4 FY2025 print did not break the optical and…
15:49
Apr 14
@thevalueist
Winner, winner, chicken dinner... $GEV crosses the $1000 psychological barrier. https://t.co/IRSWfKzM2C
13:38
Apr 14
@thevalueist
Mag7 feels like it wants to go higher. $NVDA $GOOGL $META https://t.co/oYJoewCaRW