The Oracle

$AXTI enters long term agreement with $LITE for InP substrates. Lumentum has agreed to pay a deposit of $43.5M as a reservation for capacity.

@Melvinater23 Always 🔥

@CifrOracle Very wise words. Let those winners run baby!

Cut your losses Ride your winners Respecting the behavior of the market That’s the key to long term success

@Kalshi_Finance On track? It’s July 30th? Lmao

BREAKING: The S&P 500 is on track for its worst July since the Dot-Com Bubble

@zephyr_z9 @jukan05 Lmaooooooo is that dead ass Jukan?

BREAKING: SITUATIONAL AWARENESS LP HAS HIRED @jukan05 TO HANDLE RISK MANAGEMENT

@chillingcap @jukan05 Sybau

@jukan05 What is the point of buying such a trivial amount? Whenever the ceo buys small amounts it’s more bearish than not.

[BREAKING] SK Group Chairman Chey Tae-won Purchases 3,620 Shares of SK Hynix mobile.newsis.com/view/NISX20260…

INSIDER BUY ON $SKHY 😳

@StockSavvyShay Operating profit YoY holy fuck

SAMSUNG Q2 EARNINGS • Revenue: $118.1B vs. Est. $119.2B (+130% YoY) • Operating profit: $61.7B vs. Est. $60.8B (+1,814% YoY) Samsung expects strong H2 memory demand led by continued AI infrastructure spending and broader agentic AI adoption

@aleabitoreddit $FORM just crushed… earlier $AEHR just crushed… there is one company that hasn’t gone yet in the same sector that will crush… next week 😏

Just some interesting takeaways from $FORM earnings call on CPO: Since they attributed systems revenue nearly doubled due to: "accelerating growth in co-packaged optics or CPO". Q1 2026: "we now expect 2026 CPO revenues to come in at the high end of the $10 million to $20 million range" Q2 2026 (now): "expect to exceed that range by the end of the third quarter, and to significantly exceed the $20 million level for the year overall." Management stated "We’re seeing some significant acceleration in this [CPO] business". Q: CPO adoption outlook. Are we perhaps expecting the timeline to accelerate a little bit? A: "What I would say is there’s acceleration here in the very short term." But management stated there's not a significant pull-in on timelines. Citing production infrastructure (not just R&D) for: - The growing volumes of CPO chips planned for later this year + test insertion for scale-up and scale-out switches. - Seems like that CPO piece flows through $TSM COUPE [ likely maps to $NVDA CPO products] - "The CPO piece does flow through that 10% customer" So now, test is ramping given management cited growing volumes of CPO chips. "The rapid recent growth of our CPO business is an exciting development, which we believe represents the very early stages of widespread adoption of silicon photonics in the broader semiconductor industry" TLDR: Fundamentally, CPO as a theme is very early, and should start to go brrr soon since it's starting to show up in earnings now (equipment/test players usually appear up first before optical engines / laser volumes ramp). Personally once all the deleveraging stops, I think markets will start to care more.

@saxena_puru Because trying to predict a bottom is a bad investment strategy come on bro… I know you aren’t that dumb

Two months ago, when memory and semis were flying everyone wanted to own them. Today, when they're down 40-50% most don't want to go anywhere near them. Human nature never changes.

@Kalshi_Finance Man shut yo bitch assss up Larry it’s been that way since 2026 that’s what caused the run, bald ass

BREAKING: BlackRock CEO Larry Fink says the United States doesn’t have enough chips and memory

@Barchart Scumbags @Citadel

JUST IN 🚨: Fed will deliver surprise rate hike this week, says Citadel 🤯👀

@lzwaaron I had green ah haha I’m guessing ya didn’t?

@CifrOracle 🤡

Markets will finish closing red, after hours will be green btw

@ntcoffeee Yesssu!!!

@CifrOracle To much winning

@TicTocTick Stop posting this I’m sure it’s already hard enough for them

Korean trader had a $5 million stock portfolio ALL IN Samsung and Hynix. It ended very badly. Take a look.

Ngl they ganged up on bro man

How are Korean traders still doing this? Guy is all in $AAOI lev with remaining income…

@pepemoonboy Always brotha

We gotta celebrate the little wins 😂

Some people are chanting $500, even $400 on $MU. At that level we hit ~2x forward earnings after next quarter. Which means Micron could buy back its entire market cap in roughly 2 years. Make it make sense. Micron can go private outright, or run a buyback so aggressive it shrinks the share count and inflates EPS through the roof.