Yaacoub Bouacha

@SemiAnalysis_ Can some one tag CNBC

Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3’s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requirements. The opposite is true, and we explain why below. 👇️ 1/8🧵

@PhotonBull But if googl dont increase capex that will mean that’s the end or what!

Today was a reminder stocks are able to end green Now here is the script for next week: Monday: gap down to make everyone think it was a dead cat bounce and sell their stocks to prevent more downside Then we go red to green and rally all day Tuesday and Wednesday choppy Then after $GOOGL increases capex we are ready to fly to new highs

@TW_trades_ 🥲🥲🥲 i’m really thinking to sell all so hard to resist

Overnight bleed is bleeding No buyers left in this market

@jtsla4 @blademapai Why you were nt short then

Yesterday $MU ripped 5% and everything in you wants to chase it. That’s the trap. @blademapai said institutions were positioned to the downside so when I saw the pump I knew it didn’t fit. No data to back the upside move is very suspicious. So what did we do, we stayed cash and waited. Today it’s back below where it started This is what Blademap actually does. Not signals to chase, a framework that keeps you out of the trades that feel right and wreck accounts. The edge isn’t catching every move. It’s not getting faked into the wrong ones. Now that we are below the 50d again, I’ll be looking to see if we do acquire that $850 target institutions are estimating we could go to, and see if institutional positioning shifts there

@raichutokenized @HiCagr Im down 10% today🥲🥲🥲

@HiCagr hell yeah

HSBC raises PT on Intel to $200 from $100. Oh yeah.

@TW_trades_ You think that a good entry from here or waiting for gifts?

$SIVE sitting strong here Wouldn't be suprised if we broke out to 120-150sek soon

@athuinvests @pepemoonboy You deserve man , you are great!

Okay, I’m a bit emotional 🥹 @pepemoonboy

@TW_trades_ Yeapp💪💪💪

$AAOI reminds me of the last time we went from $120 ATH back to $80 Guess what happened next.. we went straight up $280 soon , quote me in a few weeks.

@raichutokenized U think we can enter from this price?

you can have all the money in the world and end up miserable but it’s better to have the money in the first place don’t sleep on $INTC

@__Con_ Thanks bro🫡

@CoubBouacha Sorry, just saw this (went to spam for some reason). Yes, I do think so, over the long-term at least.

Will you look at that: Since then, $BRUN is up 10%, while $OPTX is down 9%. Perfect trades. The all in challange from 1k to 100k will come sooner then expected. Don't fade my calls next time.

@athuinvests @mehtasdeepak Hey, bruno is up 13% to day u think it’s styl buy or wait for correction?

@mehtasdeepak Try $BRUN bro. Trust me

My wife asked for jewelry last month. I bought her $DRAM instead. It’s up 65% in a month. Now she’s asking why I didn’t buy more. 💀

@DustinHuntwn What do hou suggest now?

I found the next hidden Al bottle neck stock like $SIVE at $1 and no one is talking about it. Just like I called $NBIS at $20, $ONDS at $1, $RGTI at $3, and many others. It's under $5B market cap. When I enter I’ll post it here. Many will regret not following me sooner.

@TW_trades_ U are the best much love for u💪💪

Regarding my "All In" Challenge - I am not going to promote buying a stock publicly before I am more certain about it. Currently watching the market and waiting for entries on a few picks. I am risky when it comes to my money but I need to be careful since many of you are interested in following along. We will make money , I just dont want to give you guys a bullshit call because I said I'd start today.

@__Con_ Do you think that a good price for entry (long) for optx?

Also, if you guys could spread the word to your friends (and repost this main post), that'd be greatly appreciated. Love you all 🙏

@vulturetrades Wanna join

@__Con_ Hello goat, i’m new here and i’m really convinced about this 3 stoks and BRUN also should start building positions(long) from this prices or waiting for correction

Lots of people are talking about $AAOI right now, but there are much better bets. Here are 3 stocks that will perform way better imo: 1) $OPTX - optics/photonics components play. 2) $ASYS - semiconductor equipment and advanced packaging play. 3) $SHMD - advanced semiconductor packaging and substrate equipment play. Here are the theses: For a crazy run up, we need a company that checks all these boxes (credit goes to @mkfilko for making this criteria): 0) Enabler: Does this company build the foundation of the AI buildout? 1) Leadership: Is the founder experienced within this niche? 2) Revenue Quality: Is it recurring revenue, or a onetime sum. 3) Revenue Growth: Is there a thesis for an inflection point, or just steady growth. 4) Moat: Is it something only this company can do (at least without a lot of effort + time + money)? 5) Asymmetry: What's the worst-case scenario vs the possible reward? 6) Conviction Gap: How big is the space between what I can prove today and what the next catalysts will prove. Now let's dive deep. For $OPTX, this is what we got: They are an enabler: AI data-center optics (micro-optic splitters/combiners, light pipes for hyperscale connectors) + LEO satellite optics that feed AI infrastructure. ☑️ Leadership: Founder-led. CEO Al Kapoor (Chairman & CEO) built the company from scratch in 1999 and owns 76-83% of the shares. Massive skin in the game. ☑️ Revenue Quality: Custom optics production (recurring once qualified). End-markets: defense (govt-stable), biomedical, AI data centers, space/LEO. Recent $21M+ capital raise cleaned up balance sheet (repaid revolver). Smaller absolute revenue but high-quality ramps. ☑️ Revenue Growth: 2025 revenue is $28M (flat but bottomed imo). Q1 2026 $6.5M (temporary biomedical shipment timing dip), but Q2 guidance >$7.5M (sequential rebound) and Q3 “strengthen further.” Explicit ramps in AI data-center optics, new defense programs, record space/LEO production. Design-stage programs converting to production.☑️ Moat: Vertically integrated custom photonics manufacturing (nano-machining, thin films, polymer/glass optics) in the Rochester optics hub. Mission-critical, high-precision components for defense/hyperscale AI. Hard switching costs once qualified.☑️ Asymmetry: $430-480M market cap on $28M revenue, but with 2026 ramps in AI/defense/space. Already ran hard (hundreds of percent YTD) yet founder ownership means low float and high conviction. Cash raised; debt cleaned. ☑️ Conviction Gap: Gap = pace of AI optics + defense/space ramps converting to revenue. Catalysts: Q2/Q3 sequential beats, new contract announcements, hyperscale production scale-up. Recent capital raise de-risks execution.☑️ For $ASYS we also check all the boxes: They are an enabler: Reflow ovens, diffusion furnaces, and polishing systems go into AI chip packaging/advanced substrates. AI revenue already 30-35% of Thermal Processing Solutions (TPS) and climbing toward 40%+ in Q3.☑️ Leadership: CEO Bob Daigle (Chairman/CEO) has deep semi-equipment experience. Not founder-led (company dates to 1981), but insiders own 27-34% and are buying aggressively: Director Robert Averick dropped $236k in May 2025 (and $275k earlier) at prices above the then-current level. No selling. New CFO just onboarded cleanly too.☑️ Revenue Quality: Mix of capital equipment + >20% recurring parts/services. Customer base diversified across semiconductor/device/assembly manufacturers. Geo mix includes US + Asia/Europe (some China exposure but not dominant). Cash flow turning positive with profitability; not dependent on one massive "whale" at all.☑️ Revenue Growth: Clear AI-driven inflection. Q2 FY2026 revenue $20.5M (+31% YoY, +8% QoQ), bookings $21.1M, backlog $22.3M. AI expected to drive majority of growth; Q3 guidance $20.5-22.5M. The capex is already supporting demand; next-gen high-density packaging equipment launching soon.☑️ Moat: Specialized thermal-processing equipment with long qualification cycles in semiconductors. Established brands (BTU International, Entrepix, PR Hoffman). Hyperscaler-driven AI packaging demand validates it indirectly.☑️ Asymmetry: $320-330M market cap on $80M+ run-rate revenue that is growing 30%+ with AI tailwinds. Cash is around $24M. Forward earnings/revenues look cheap vs. AI peers too imo.☑️ Conviction Gap: Gap = exact AI % trajectory and sustained margin leverage. Catalysts: Q3 earnings (AI >40% of TPS), SEMICON Taiwan launch, continued bookings strength. Evidence already leaning right (31% growth).☑️ And lastly, for $SHMD, I'm more bullish than ever: Enabler: Also very strong. $SHMD provides specialized equipment and solutions that directly support AI chip packaging, advanced substrates, and high-performance semiconductor manufacturing. Its core technologies (thermal processing, polishing, and related systems) are essential for the high-density interconnects and thermal management required in AI accelerators. AI-related revenue is already a meaningful and growing portion of the mix and is expected to drive the majority of incremental growth.☑️ Leadership: Solid and aligned. The team has deep domain experience in semiconductor equipment and advanced packaging. Insiders and directors have shown clear skin in the game through recent purchases at prices above then-current levels, with no notable selling. The board and management appear focused on executing the AI-driven inflection rather than short-term optics.☑️ Revenue Quality: High quality with good visibility. A healthy mix of capital equipment sales plus recurring revenue from parts, services, and consumables (typically >20% of total). Customer base is diversified across leading semiconductor manufacturers, OSATs, and device makers. Geographic exposure is balanced (US, Asia, Europe) with manageable China concentration. Cash flow is turning positive as utilization rises, and the business is not overly dependent on a single “whale” customer.☑️ Forward Growth / Inflection: Clear and accelerating. Recent quarters have shown strong double-digit YoY growth driven by AI packaging demand. Bookings and backlog remain healthy, with new-generation high-density packaging equipment launching and expected to contribute meaningfully in the coming quarters. Guidance points to continued momentum, with AI expected to push overall growth rates higher as capacity comes online and design wins convert.☑️ Moat: Respectable. Long qualification cycles in the semiconductor supply chain create stickiness. Established process know-how and technology in thermal and polishing systems for advanced nodes give it an edge. Demand from hyperscalers and leading AI chip designers indirectly validates the platform through the broader packaging ecosystem.☑️ Asymmetry: Attractive. Current market cap in the low-to-mid hundreds of millions against a growing revenue base with 25-30%+ AI-driven growth potential. Balance sheet is clean with solid cash and improving free cash flow. Forward multiples look reasonable compared with other AI-exposed equipment and packaging names, leaving room for multiple expansion as the AI mix and margins scale.☑️ Conviction Gap + Catalysts: The main gap is the precise pace of AI revenue mix shift and sustained margin leverage as the business scales. Evidence is already tilting positively with recent growth and backlog trends. Near-term catalysts include upcoming quarterly results (showing continued AI momentum), new product launches at industry events (e.g., SEMICON), and further design-win conversions. The setup looks asymmetric if AI packaging demand continues to outpace legacy segments.☑️ Now if we look at the TA on each of these, we also got very bullish charts. $OPTX retested its ath and is now breaking out (I'm aiming for 22 on the LTF). $ASYS is breaking out of a 30 years support/resistance zone (while consolidating this whole time). I'm aiming for upper 60s. $SHMD is also testing the previous ath as support here (after consolidating for years). Just finished its A-B-C wave, and is going into an explosive 3 wave upwards. Just my 2 cents on what happens next. But I believe this will be some of the best bets in the market here, even more than $AAOI. What are your thoughts?

@TW_trades_ We are great man keep going we love u❤️❤️

Kevin Xu vs TW Kevin Xu - $RCAX holding loss -13.5% ❌ - $RCAT loss -20% ❌ - $QS was a loss ❌ - $HIMS was a loss ❌ - $BOT was a loss❌ - $200 monthly subscription ❌ TW: - Called $AAOI at $80 ✅ - Called $SIVE at 25sek ✅ - Called $SNDK at $450 ✅ - Called $HYPE at $21 ✅ - Called $PURR at $3.6 ✅ - $0 Subscription (Free) ✅ My last post about this, but I am actually laughing. Kevin was down 20% on $RCAT and then decides to double down on $RCAX (2x leveraged version) 😂😂

@athuinvests How to build a position from the current price? Do you think that we wait for a correction or start to make a position ?

Those who call me a $SIVE bear don’t know that 40% of my portfolio is literally one company: Sivers Semiconductors. Entry: 8 SEK, average: 30 SEK. Long before many who now appear as bulls and question my PTs, I had already written posts on their supply chain, overall photonic TAM, and road to becoming the next $LITE. That requires more than excellent execution and a favorable market environment. Do I believe they can achieve this? Certainly! Otherwise, why would I be at 40%? 😂 But it doesn’t stop me from being grounded and having a responsibility not to hype it more than where it is today, because other people read my posts and their money matters. Greed and ego can make one blind to risk and responsibility. That’s not what this space is about. Honesty is #1. Three things I am looking forward to for a fair value above $10 in 2026: - confirmed POs - US listing - revenue growth This will happen. So just chill out and relax. My PTs will automatically update when the moment comes. No wonder I say it’s a long-term hold and a buy during nice entries. Otherwise I would have sold. I hope this settles the debate and clears any confusion. Everyone that still doesn’t agree: love and respect above all. Let’s keep a healthy environment. 🤍 - AI

@Mastacash Are you steel positiv on b?

Did you know that $BB is based in Canada? And also trades under the ticker BB.TO, What you maybe don’t know about Canada, is that they don’t have much to invest in as far as tech. Mostly banks and Oil companies, They also like to invest in their own economy to avoid currency exchange and TFSA regulations. So when a tech opportunity finally does arrive it gets bought by every citizen with a TFSA, Volume has been equally high on Canadian exchange. Don’t believe me? Look a SHOP, also SHOP. to, it went from $2 to $185 in 5 years. During that time P/S went to 50x….You get the idea.

@raichutokenized Keep this great job man🫡

okay let’s map this out - $GOOG raises $80B for AI infrastructure including a $10B private placement from Berkshire - short-term, Alphabet share price may see some down side - market doesn’t like capex without ROI. long-term, say what you want about Berkshire but they do know how to pick a winner. - now, let’s follow the money: 1) $AVGO is the cleanest beneficiary. Broadcom has a long-term agreement with Google to develop and supply TPUs and next-gen AI rack components through 2031 2) $NVDA Vera Rubin NVL72 powers Google Cloud (rack-scale), H2 2026 3) $TSM advanced node manufacturer, foundry backbone, builds custom AI processors for Google 4) $ETN $VRT $POWL $GEV and Schneider | this is the power/grid/cooling side as second-derivative winners, electrical backbone 5) $LITE $COHR optics and interconnect, sector read-through - power/grid/cooling theme hasn’t been as shiny as the others past weeks/months so that’s my favorite, $ETN in particular, $GEV is also down -20% from ATH I’ll share a detailed post on $ETN tomorrow