45thCap

@akramsrazor @zephyr_z9 Eh - Followed some of the WOLF stuff at the time through COHR ownership (SiC was massive headwind for COHR until the Japanese stepped in). WOLF was definitely a bit of a shitco as far as execution went. No dog in the fight here though.

Every time that thought has occured to me for a thematic over past 25 years its been wrong. You just better off not bothering w the theme. And what's exactly is dangerous about wolfspeed? People got to get over the bk stigma for a hard asset biz after everything changed. Like everyone in sic got rocked by china/ev dynamic...for wolf it just so happened to coincide with max mohawk capex ...bad timing...not like ur buying some shitco. Balance sheet is solid. US govt now is ur strategic friend. The entire thematic picture has turned in ur favor in past couple q's w dc spend and 800v pull in. And their product portfolio actually stands out for datacenter based on customer checks. Ok, it may need to chill for a bit, but it can double from here and still make nvts and co look retarded. And you definitely don't get the float dynamic buying renesas also there really isn't much for renesas to do but sit back as they likely can't acquire the rest anyway. EV gap also huge so really no levg.

Renesas is a much safer way to play Wolfspeed

What does this mean? From $AMZN call. I understand the datacenter shells being built now and filled later. But "Installed in future years"?

@compound248 You jumped on this awfully quick to spread false claims against her. Pretty shitty behavior for clicks.

NY Post running with the "this is BS" headline and the plaintiff in the suit: x.com/nypost/status/…

JPM calls bullsh!t 👀

The numbers from the Megas are hard to digest/fathom. I understand the math here, I get it, but GCP growing ~100% at this scale? If you assume the TPU is bigger than ~$52B of the backlog you get to an even larger growth rate in 2027.

$SSNC renaming their main revenue line from "Software Enabled Services" to "Technology Enabled Services"

@insane_analyst Any thoughts on $MPWR or $VCR? Different part of the stack

Power Semis, 800V DC, and GaN Mini-Note open.substack.com/pub/irrational…

@JaredKubin @FundyAnalysis Vuori t shirts and the kore shorts are where it's at

@FundyAnalysis Good shirts?

I literally own ZERO on this list. What’s a realistic list? What are your favorite go tos? 1. Faherty stretch khakis and jeans 2. Ralph Lauren shirts 3. Lulu lemon t shirts 4. ATOMS or Nike Dunks 5. Peter Millar quarter zip sweaters

@viggy_krishnan @pekwat It is! Just tough if your customer base shrinks every year!

@pekwat Only so much a brand can do when the customer base (new babies born) is declining every year

COHR talked this up at OCS. Revenue starts in FY27 and is a SAM of $2 billion.

Does anyone have any scuttlebutt on Thermadite cold plates for AI accelerators? Seems too obvious for $COHR to announce the product 3 days after the $NVDA deal and then go out of their way to bring it up at MS TMT. coherent.com/materials/rare…

@insane_analyst Unless management is just lying - that's about as blatant of a confirmation as it gets. We shall seeeeeeeeeeee

@insane_analyst - $COHR on 6" InP - seems to be more than photodiodes?

@austinlyons @CoherentCorp They confirmed it's more than PD's - and that yields are better?

Latest press release from @CoherentCorp says they are "significantly ramping" 6-inch InP production. That's good, but what devices are on those 6" wafers? Is it just photodiodes right now? That's simpler and fine, but we all want to know if they are building EMLs on 6" wafers too, and how *that* is going. $COHR coherent.com/news/press-rel…

So CPX is dead, long live Groq?

@dylan522p I know when he bought!

I just witnessed someone in front of me market buy Nvidia stock as Jensen is talking and then post screenshots on WeChat alongside his view from the crowd

@buccocapital @WaterworldCapi1 ADBE accelerated...

@WaterworldCapi1 Software to zero

If Iran doesn't turn into something crazy, which I don't think the market obsessed President will allow, the AI stocks are going to absolutely rip the minute the war has been ring fenced. This is my only real conviction right now.

$ADBE revenue growth...dare I say it...accelerated? #AccelerateOrDie

@PythiaR Lol - analyst ran the same thing through Gemini.

@45thCap From Claude

Is a waste pod blowing up or did Anthropic vibe code a garbage truck? $WCN $WM $GFL