SarautiyPrecise Market Analysis

54 posts

SarautiyPrecise Market Analysis

SarautiyPrecise Market Analysis

@EviliciousBtch

参加日 Mart 2009
39 フォロー中46 フォロワー
Serenity
Serenity@aleabitoreddit·
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day? You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gaining 41%… Large part of it is just going long on the right sector/players...
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Serenity
Serenity@aleabitoreddit·
Happy to see my followers are escaping the permanent underclass with names like $SIVE, $AAOI, or others. Stocks really are positive sum. Everyone benefits if information synthesis / discovery is correct and helps people from their own conviction. I appreciate the $1 the most!
Moments of Life@Moments974

@aleabitoreddit Weekly thank you post 💙🙏🏻 we go brrrrrr , Serenity please make me a multi-millionaire, help me to get out of the hamster wheel 🙏🏻💙 Hopefully by year end this position will be 2,000,000+ M

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Serenity
Serenity@aleabitoreddit·
I've monitored the situation for you. TLDR on hyperscaler capex spend (signal aside from $TSM). From $MSFT, $AMZN, $META earnings: Upstream semi supply chains go brrr. $META: 2026 FY capex $115-$135B Revised Q1 ER: $125B-$145B capex raised. -> Higher component prices (price hikes) -> Aggressive AI infra spending -> Custom Model Training $MSFT: was actually $31.9B vs ($35.29B) but due to supply chain bottlenecks, rather than lack of resources. Still waiting for confirmation around $AMZN but their original capex projection was ~$200B from Jassy's note earlier this year. So you can sleep easy, all the semi supply chain names still likely to keep going brr next quarter, since there's so much capex funneled into them. Then you get the new fed chair who is gung-ho all in on AI + rate cuts, with Jerome keeping stuff chill in the back (which markets probably like)
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Serenity
Serenity@aleabitoreddit·
Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does this mean? Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp. Names like Msscorps / $KEYS should go brrr. Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production. For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, indicating acceleration. For $FORM: -> $226M, 32% Y/Y, $.56 EPS vs. $.45 -> margins increased a TON to 49% (which indicates pricing power). -> Guidance was $.61 EPS, midpoint ~$240m revenue. "Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications" Basically the smaller yields/test ecosystem in general. BRRR.
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Serenity
Serenity@aleabitoreddit·
Just a PSA: (I normally try to stay on topic) But I get like 50-100 new message requests a day... I try my best to respond to all your direct messages, but it's really hard to keep up. So sending follow ups does push it to the top if there's something urgent or I missed a reply. I do try and read all the comments though (esp. since I need to remove a lot of the fake account replies nowadays)
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martijn buis
martijn buis@BuisEnzyme·
Woke up, slayed a goblin, planted 5 crops, and now it’s time for a in-game snack break. #GameDaily #CozyGaming
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blgtest
blgtest@blgtest401·
"Teamwork makes the dream work! Share your latest group win or collaboration hack below—let’s celebrate together! #GroupCollab #TeamSuccess"
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hamadaeloffy
hamadaeloffy@hamadaeloffy·
Spent the weekend sorting books for kids at the community library—met amazing volunteers, and helped build a brighter reading corner! #VolunteerJoy #CommunityLove
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Nurmalasari
Nurmalasari@mala_chan·
Day 2 at Comic Con! Cosplayed my favorite anime character, met fellow fans, grabbed limited merch—pure geek joy! #ComicCon #Cosplay #AnimeLove
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SarautiyPrecise Market Analysis
SarautiyPrecise Market Analysis@EviliciousBtch·
"Another late night at the desk—coffee’s my sidekick, deadlines my compass. Here’s to wrapping up strong, then crashing hard later "
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Amber roberts
Amber roberts@Bamber24·
When your boss says "quick 5-minute meeting" and it turns into a 30-minute deep dive on office plant care Who’s bringing the snacks next time
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