
Adnan Syed
1.1K posts

Adnan Syed
@Broasted_King
lift weights, eat Beef 🥩 ,HODL BTC, support where it matters.



@aleabitoreddit Are you quite literally changing my life



I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it. And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries) From my forward est: 2028 Forward P/E: ~16.8x to ~18.1x (Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit) The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet. So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections. Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain. But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations. I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.



Wow $SOI is now the 16th name... I've done a mininthesis post on that returned over 100% Year to Date. The most recent two were $ALRIB and $RPI. Why does everything around me keep doubling?

🇺🇸🇮🇷 An Iraq-bound supertanker that aborted a weekend attempt to cross the Strait of Hormuz into the Persian Gulf is now sailing through it. If successful, it would be the first crude carrier to head west through the Strait since Trump's blockade took effect. Meanwhile, sanctioned tankers Rich Starry and Alicia are literally stuck “waiting for orders,” floating symbols of how messy this power play has become. Source: Bloomberg





@aleabitoreddit They only went up those percentages because of your and other X accounts attention to those stocks combined with them being undervalued



High school student Mia Heller, 18, has reportedly invented a water filter capable of removing up to 95.5% of microplastics.

Israel’s bulldozers are wiping out civilian homes, tourist sites, and hotels in Naqoura, South Lebanon. Not military targets. South Lebanon is being erased — like Gaza before it. This is an American-backed, American-funded genocide.

















