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@aleabitoreddit You didnt even mention the fact they will be testing memory soon. Management said they are qualifying 1 major player and in talks with others... there are only like 3 are they gunna get them all?

$AEHR earnings: - Current Backlog: $38.7 million as of the end of the quarter, with an "effective backlog" of $50.9 million -H2 FY26 Guidance: Reiterated expectations for $25 million to $30 million in revenue for the second half of the year Thoughts on earnings: Can just ignore current earnings, main indicators are around hyperscaler volume ramp H2. Volume ramp indication confirmations: 1. "We are seeing significant forecasts from our lead hyperscale customer for our Sonoma systems for high-volume production burn-in of their custom AI processor ASICs" 2. "We expect a significant near-term follow-on production order from this customer for a large number of systems to be shipped during Aehr's fiscal year 2027" This is what is expected with $AEHR transitioning from qualification to mass volume like $AAOI and we got that confirmation. H2 is probably more confirmation around siph customer volume ramp into 2027.

@TjMoore64231 @aleabitoreddit Pedestrian growth though, probably why the PE is low and they are buying back shares instead of investing the cash. Do you see this changing?

$plab Every Nvidia GPU, Apple chip, Micron memory module. All need a photomask to be manufactured. 4 companies in the world that do this at high-end scale. PLAB is the only US-listed pure play. 58M float, actively buying back shares Forward PE ~15x EV/EBITDA ~4x $637M cash zero debt

Okay chat. I'm curious what your thoughts are on the next 1350%+ 1Y return $SNDK or 2918% 1Y return $AXTI. If you have to choose 1 very high conviction, hyperbolic growth stock... What would it be and why?

@explosivo412 @amitisinvesting @michaelm272 The 33% sales growth guidance in the last META earnings call

@AlexBuys_ @amitisinvesting @michaelm272 What growth rates?

SPACEX HAS OFFICIALLY FILED FOR AN IPO. SpaceX Revenue — $15B, targeting a $1.75T valuation $META Revenue — $200B, currently at a $1.45T valuation Are you buying the SpaceX IPO?

@StocHoliday84 @jordanpuchinger @amitisinvesting You're right its not crazy, its absolutely insane.

@jordanpuchinger @amitisinvesting SpaceX has 4x the revenue and 10x the ebitda meta had at ipo. This is where the multiple comes from. Not saying its right or wrong but its not as crazy as people are saying.

@AuruxXuruo @amitisinvesting @michaelm272 I can appreciate SpaceX technology but how long will the life changing innovations take to hit the same $200B in revenue as Meta? Think SpaceX can 10x revenue in 3 years? 5 years? Its a steep story to sell at that valuation. Everything must be flawlessly executed to achieve it.

@amitisinvesting @michaelm272 Meta doesn't bring life changing innovations.

@explosivo412 @amitisinvesting @michaelm272 See the difference is meta doesnt need to do anything significant to substantiate the valuation; their current growth rates and guidance justifies it. SpaceX has a much more uncertain path to the same revenue as meta and any potential deliverable delays could be catastrophic

@amitisinvesting @michaelm272 What progression will meta accomplish versus the obvious in spacex

@fejau_inc How are you managing context? Can have it only read necessary portions of the code for a change vs the whole code.

I swear you do like 5 things with claude right now and hit a usage limit wtf

@joecarlsonshow There are already quantum resistant networks that require no updates to stay safe. Bitcoin needs to innovate or die

@jeremybooth This one is awesome 👌

So fire. This is a mock-up.

If you want to raise taxes, fine I guess But a wealth tax is clinically insane and destructive

@tomszczypka @aleabitoreddit The perception is worse than the reality on this settlement. Peanuts to META.

@aleabitoreddit M8 I think you missed this: RDDT selling off on this as well

Are we not using social media anymore? $SNAP down -50.6% YTD $RDDT down -44.6% YTD $PINS down -32.2% YTD $META down -26.35% 6M Companies like Snapchat with excessive SBC makes sense… Yeah there’s bear cases around Meta capex but it’s growing forward revs 30-33% Y/Y round ~17 fwd p/e so that spend is definitely delivering ROI. But at this point the selloff looks way overblown especially with Reddit with fwd ev/fcf: ~24x; 91% gross margins, 52% growth? Everyone’s hyper focusing around “AI” disruption but if anything, it makes these social media companies more lean/profitable. I’m a buyer here. But a confused one.

@bennybigbull What strikes do you like the most for leaps Benny? Thinking CSPs are also good here.

$AMZN next stop $195-$198 at the golden pocket, with potential to flush down to 2021 ATHs at $188. I'm looking to buy Jan 2028 leaps, but personally I'm waiting for lower.

@osf_rekt Can confirm. I work at a large med device company I am building pilot tools on CoPilot until they can validate Claude. Miles apart unfortunately...

been speaking to a lot of friends who say they cannot use claude because companies they work for restrict usage or can't install it on company devices the bigger the company the less likely it is you can use it presumably all the big companies are spending tonnes of money on "researching how to use AI" rather than actually using it i think it gives startups like @rektdrinks a massive edge in this race by the time most big cos have concluded their research and implemented systems, we'll be millions of miles ahead

Been buying $TAO for years Glad people are finally seeing the value prop

Anyone surprised the AI slop app did not pan out? I for one am SHOCKED

@RomanPuglise @unusual_whales Eventually it will

@unusual_whales Affordability is still the real story. More sellers doesn’t automatically mean cheaper homes.

Home sellers now exceed buyers by over 600,000, marking the widest gap on record, per Redfin.

@Rob00320939 @Zeneca Yes, a custom skill

@AlexBuys_ @Zeneca is /done command a skill?

The more I use AI, the more I realize how important context windows are, and how much worse the AI gets when you let your context window(s) balloon There's a noticeable difference after 100k tokens and a VERY noticeable difference / worsening as you get to 150k+ tokens

@Zeneca use /done often, so helpful. When the status md file gets past like 2000 lines you can have it summarize that and archive it one layer deeper

@AlexBuys_ brilliant, stealing this!

@chumbawamba22 It will be over in a weekend It will be over in 2 weeks It will be over in september ???