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Jesse Franklin
5.7K posts

Jesse Franklin
@EdgeReport91
20 plus year options trader Market Timing. Event Wagering. Bankroll Manufacturing the Win
Bergabung Mart 2026
649 Mengikuti529 Pengikut

8400 of you 🙏
This community shows up every single day, asking great questions, sharing wins, keeping each other accountable when the market gets loud.
That’s rare, and I don’t take it for granted.
You’re the reason this keeps getting better.
Let’s keep learning, building, and growing together 🤝
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@BullMarketBoss Congratulations well deserved one of the OG leaders and the 52 week challenge.
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@paradisemint Wow that’s a lot of points , go enjoy a nice vacation . We go back and forth from team points to team cash back .
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@EdgeReport91 I'm just hanging out. Not a lot on the agenda this weekend here. Have a good time Jesse!
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@BullMarketBoss Thanks daughters wedding , the house is getting chaotic
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@EdgeReport91 I love weddings so much. I’m actually ordained and have married a few of my friends lol
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@EdgeReport91 Thanks Jesse! It’s been a fast 5 years with a lot packed in!
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@SenSanders If your so concerned why don't you donate a couple of your houses and cars to help out those in need.
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@HunterAllen4 I find the technology interesting a true Tesla coil concept
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@EdgeReport91 Yep I’ve posted it a couple times bro not a full deep dive but I agree it’s solid
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$VECO $AIP $ASYS
Are we going to keep overlooking these names x fam?
HAPPY SATURDAY X FAM ☕️
Everyone chases the GPU names. Here’s a few hidden in the AI stack ecosystem.
Few are paying attention to the companies enabling the infrastructure around them.
$VECO | ~$4.7B MC
+171% YTD and still executing.
• $250M+ in AI-related orders tied to indium phosphide lasers, silicon photonics, advanced packaging and hyperscale data centers
• Follow-on NSA500 annealing order from a leading logic customer
• LUMINA+ platform received first commercial qualification from Ennostar
• FY26 revenue guide: $740M-$800M
• Massive exposure to optical interconnects, one of the biggest AI bottlenecks
As AI clusters scale, moving data between GPUs becomes just as important as the GPUs themselves.
$AIP | ~$1.9B MC
One of the most overlooked AI semiconductor IP companies.
Q1:
• Revenue +39% YoY to $22.9M
• Record ACV + royalties of $92.8M (+39%)
• Raised FY26 guidance to $91M-$95M
• Positive free cash flow expected
Arteris provides the Network-on-Chip architecture that helps AI chips move data efficiently across increasingly complex multi-die designs.
Its technology has shipped in more than 4 billion chips.
AI, chiplets, automotive, robotics, hyperscalers.
Right in the middle of several major trends.
$ASYS | ~$419M MC
Tiny market cap. Big AI packaging exposure.
Q2:
• Revenue +31% YoY
• Gross margin expanded to 47.7%
• Returned to profitability
• Orders $21.1M
• Backlog $22.3M
Recently:
• Added to Russell 2000 & Russell 3000
• Closed oversubscribed $60M offering
• AI packaging demand continues accelerating
Everyone talks about GPUs.
Few talk about the equipment and packaging needed to actually build and deploy them.
$NVDA $NBIS $MU $SNDK $SPCX $AMD $ACLS
The AI buildout isn’t one company.
It’s an entire supply chain.
And names like $VECO, $AIP and $ASYS sit in critical layers of that stack.
Follow and subscribe if you enjoy finding AI infrastructure names before Wall Street catches up. 🚀



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@SavingsCaptain Thanks Tom , just need to keep it together, I know you understand
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@HunterAllen4 One that I have found interesting and need to dive more into is $WATT
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