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12:45
Jul 19
Jul 19
LUNR
WOLF
▾
HIGH
Author increased position by 10% of current size, viewing it as a high-conviction asymmetric setup with upside protected by fundamentals.
"LUNR: Increased my position. +10% current size."
LUNR LONG
long-term
Author increased position by 10% of current size, seeing it as part of a high-conviction basket and not trading short-term volatility unless thesis changes.
"WOLF: Increased my position. +10% current size."
WOLF LONG
long-term
HIGH
10:05
Jul 19
Jul 19
22:26
Jul 18
Jul 18
00:58
Jul 18
Jul 18
19:16
Jul 17
Jul 17
MXL
▾
Author explicitly highlights MaxLinear's position in AI optical modules, calls its financial profile a 'really clean reset' and an 'under-appreciated business,' and frames the upcoming earnings as a key catalyst for three transitions. This suggests a bullish view on the company's near-term trajectory.
Risk: The company is still transitioning; if Q2 results disappoint or the broadband headwind persists, the bullish thesis could falter.
MXL WATCH
18:37
Jul 17
Jul 17
NVDA
META
▾
Article argues that open-source models like K3 expand the ecosystem and increase demand for high-end inference hardware (GB300 NVL72, B300) needed to serve them, while Jensen Huang has been a vocal advocate for open source to broaden NVIDIA's customer base. The 'Baker scenario' explicitly favors the picks-and-shovels name with lowest cost per token at scale.
Risk: If the quiet erosion scenario plays out where model training costs shrink faster than consumption grows, NVIDIA's growth premium could compress.
NVDA WATCH
Article notes that vertical integration (owning both model and infrastructure) protects Meta (Llama) from margin compression at the model layer, allowing it to charge premium elsewhere. This structural advantage over pure-play closed labs makes Meta a relative winner as AI commoditization proceeds.
Risk: Meta's AI capex commitments are substantial; if the commoditization scenario reduces the ROI of frontier models, Meta's spending could face scrutiny.
META WATCH
15:40
Jul 17
Jul 17
CLSK
WULF
CIFR
▾
The article builds a bullish case for CleanSpark based on the massive lease deal, short squeeze setup, and undervaluation relative to peers. Author explicitly calls it a 'coiled spring' and 'asymmetric opportunity' but does not disclose a personal position.
Risk: Core mining business is losing money; tenant is confidential; construction financing not yet secured; BTC price could fall further and jeopardize the bridge to 2027 revenue.
CLSK WATCH
Article identifies TeraWulf as a direct peer that is 'further along with financing and construction' and has a named tenant (Anthropic), implying lower execution risk and potentially a higher valuation multiple.
Risk: May already be more fully valued; any sector downturn could hit all neocloud/landlord names.
WULF WATCH
Cipher is also a direct peer with a named tenant (AWS) and more advanced construction, providing a de-risked exposure to the same thesis of Bitcoin miners converting to AI data center landlords.
Risk: Same sector-wide risks; Cipher may have less near-term short squeeze potential than CleanSpark.
CIFR WATCH
10:27
Jul 17
Jul 17
NVDA
▾
The article directly states that Kimi K3 is 'so large it won’t fit on a single Nvidia DGX B200 and requires higher-memory, higher-powered AI servers such as the GB300 NVL72 and B300' — implying increased demand for Nvidia's highest-end hardware as the model scales, consistent with the author's thesis that compute demand will surge.
Risk: If the FUD triggers a temporary selloff in AI stocks as with DeepSeek, NVDA may face short-term volatility before the compute-demand narrative reasserts.
NVDA WATCH
03:02
Jul 17
Jul 17
KAR 1ST
CAT 1ST
360 1ST
▾
HIGH
Author is selling position to raise cash, indicating a bearish view or need for liquidity.
"SELLING KAR, CAT AND 360 NOT GOING ON WITH IT AND RAISE CASH"
KAR AVOID
CAT AVOID
360 AVOID
not specified
HIGH
04:58
Jul 16
Jul 16
04:40
Jul 16
Jul 16
04:36
Jul 16
Jul 16
EOS.AX 1ST
▾
HIGH
The author issues an urgent warning to sell or exit EOS immediately, implying an imminent downside event.
"LAST CALL TO EXIT EOS"
EOS.AX AVOID
immediate / short-term
HIGH
19:29
Jul 15
Jul 15
NOK
ERIC
▾
The author explicitly states the setup has 'materially strengthened' and that returning to pre-earnings valuation makes Nokia's risk/reward more attractive ahead of its own earnings, despite the Ericsson overhang.
Risk: Ericsson's weak report could signal broader telecom capex headwinds that also impact Nokia's business, negating the valuation-based bull case.
NOK WATCH
The article highlights Ericsson's 13.5% drop on its earnings day as the direct catalyst dragging Nokia lower, serving as a negative read-through for Nokia's telecom equipment segment. This implies Ericsson's results disappointed the market, making it a near-term risk factor for the peer.
Risk: Ericsson's weakness may be idiosyncratic rather than sector-wide; Nokia could still deliver better results due to different product mix or geography.
ERIC WATCH
06:48
Jul 15
Jul 15
AEHR
▾
The article provides extensive positive data on AEHR's bookings, margin recovery, and rapid customer adoption, strongly validating the investment thesis that structural demand for burn-in testing is rising. The author explicitly frames AEHR as a progress indicator for the entire optical value chain, but does not disclose a personal position, so this is an implied beneficiary.
Risk: Customer concentration (three customers >10% of Q4 revenue), lumpy/cyclical demand, and execution dependency on guidance realization.
AEHR WATCH
04:03
Jul 15
Jul 15
AEHR 1ST
▾
HIGH
The author established a long position in AEHR before earnings; the stock surged 33% overnight on the earnings report, validating the thesis.
"this was a position I ended up taking in the $28 area"
AEHR LONG
short-term
HIGH
13:45
Jul 14
Jul 14
13:20
Jul 14
Jul 14
06:24
Jul 14
Jul 14
NVDA
META
MSFT
PLTR
▾
Author exited entire AI portfolio, sees multi-month topping process for AI semis and infra, and notes speculative excess that still needs to unwind. The deteriorating AI lab revenue and capex narrative directly pressures NVIDIA as the dominant semi supplier.
Risk: Potential rebound in AI demand or positive earnings surprise could reverse sentiment.
NVDA WATCH
Article highlights Meta building a cloud business to rent out compute, increasing overall compute supply and challenging scarcity narrative. Also its Muse Spark 1.1 model falls short of top five on Code Arena, indicating competitive pressure despite aggressive pricing.
Risk: Meta's cloud rental business could become a new revenue stream, mitigating downside.
META WATCH
Satya Nadella's article 'The Reverse Information Paradox' advocates enterprises bring models in-house rather than sharing data with closed frontier labs. This aligns with Microsoft's Azure and enterprise AI strategy, potentially benefiting as AI disperses across private stacks.
Risk: Microsoft's close partnership with OpenAI could be a liability if OpenAI's fundraising struggles persist.
MSFT WATCH
Alex Karp's public rant against closed frontier labs for offering questionable value and stealing corporate IP is cited as part of the vibe shift. This positions Palantir as an alternative for enterprises seeking data control and in-house AI deployment.
Risk: Karp's criticism could be self-serving; Palantir's own AI platform may face similar adoption challenges.
PLTR WATCH
04:49
Jul 14
Jul 14
04:33
Jul 14
Jul 14
04:11
Jul 14
Jul 14
02:57
Jul 14
Jul 14
TSM
NVDA
ES=F
AMD
▾
HIGH
Author explicitly calls TSMC 'the single choke point of the AI arms race' and states that any Taiwan invasion headline means shorting chip names and ES — TSMC is the most directly exposed chip name to a Taiwan geopolitical shock.
Risk: Geopolitical escalation could disrupt global semiconductor supply chains and trigger severe sell-offs.
TSM WATCH
Author recommends shorting chip names on a Taiwan invasion and specifically mentions NVIDIA as one of the tech names for which CME single-stock futures are launching July 27, to have staged for that moment — implies NVIDIA would be a primary short target in such an event.
Risk: Concentration of AI demand makes NVDA vulnerable to any disruption in TSMC manufacturing or geopolitical risk.
NVDA WATCH
A Taiwan invasion is the tail risk to pre-plan; TSMC as single choke point of AI arms race makes such an event catastrophic for markets, warranting an immediate short on S&P 500 E-mini futures.
"any invasion headline means shorting chip names and ES immediately"
ES=F SHORT
event-driven, short-term
AMD is listed alongside NVIDIA as a tech name with CME single-stock futures launching July 27, and the article advises having those instruments staged for a Taiwan invasion short trade — AMD is a major chip name that would be sold off under that scenario.
Risk: AMD's reliance on TSMC for leading-edge chips makes it directly exposed to a Taiwan shock.
AMD WATCH
HIGH
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