Delta Io

@wealthmatica It's shaking out weak hands before we rip to the moon!

What the heck. Really, $16.50? I bought more $ZETA shares today.

@aleabitoreddit @m1iles Forever grateful 🙏

@m1iles Yay glad to hear that! My goal is to help out the everyday retail investor with new ideas rather than institutions.

And now $LPK is #19 on the list of my individual stocks that returned 100-1000%+ YTD. After going up +4.57% today. Usually 1 or 2 is good, but I’ve written about and went long on 19 different stocks this year that went up triple digits. I’m kinda impressed with myself ngl?

@EndicottInvests I feel like this is why SaaS is being neglected as everyone is chasing where the hyperscaler capex dollars are going. And they are going to the power/speed/energy bottleneck

It’s Saturday at 12am and I’m really trying to learn photonics. I understand it’s run a bunch and I’m “late to the party” But I’m mega bullish this AI buildout and want to understand this industry a bit more Looking into $LITE, $COHR, $CRSO, $PLAB, $PENG & $AAOI

@Mmmg3147 @joedab12 I hope theres a big pullback first so I can load the boat 🚢 💰

@joedab12 Bought $viav at $50.50 last friday. Can't wait for it to get above $60. Are you heavier on $viav than $form?

$VIAV have you guys read about how much more complex testing at 1.6t and 3.2t becomes? Worth spending 30 mins with your favorite AI about it. Kinda like this pullback too, already in with decent size from 30s and 40s but considering adding on this pullback

@athuinvests This is flawed thinking, when we get to the end of year 2027, we expect bottom line profit and also expect further growth going into 2028 and 2029. Forward PE is going to be more critical in my opinion

Opportunity Alert 🚨 $AAOI is $12B today. FY2027 revenue is expected to be ~$4.5B. 10x P/S - $45B 20x P/S - $90B 30x P/S - $125B There goes your 10x. Half of that revenue at 20x P/S is $45B, which is an easy 3-4x by EOY’27. I told you that just now, anon. You now know it. The call is yours. NFA. DYOR.

@aleabitoreddit Hey do you have any view on the UK company called Ensilica, it's a micro cap, designs customs ASICs for space, it's had a large uptick in volume in the last few days and looks like it's re rating

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

@miguellasala15 @ariaradnia It'll be an ego thing now. Hard to admit when you're wrong, especially in the public domain

@ariaradnia Aria, I watched your deep dive on yb. Great numbers still but imo the risk-reward here is not worth it. Why adding $ADBE and see if the disruption narrative is wrong, when you have businesses like $META and $NVIDIA in the low 20s forward P/E?

$ADBE trades below 10x FCF btw...

@0xTorii Just a question mate, I'm new to this all but why would the past history of a stock or where it was when it IPO'd have anything to do with today?

@SikhCapital With zoom out I mean, have a look at the chart going back to inception. Looks bullish as hell if u ask me! That Chart looks as explosive as a western guy after eating at an indian restaurant! $ENSI

55% in 5 days is not bad, but its only the beginning, if you zoom out you can see how this could potentially turn into an easy 10x or even 100x. $ENSI

@bubbleboi Lol how can we be used as exit liquidity, do you realise he has timestamps from when he first mentioned a stock, for example his earliest mention of aaoi was in Jan or Feb, anyone that entered then would be significantly up.

The virgin Serenity follower: >”yoooo look at this ai bottleneck” > *gets used as exit liquidity* > “photonics is the next big thing” > *can’t explain what a mach zehnder interferometer is* The chad bubble boi follower: > “Intel is a a great American company” > *invests in companies with strong value proposition & technology moats* > “Sandisk is creating innovative memory technology it is not a commodity” > *looks at the roadmap not the bottleneck*

@MoodyWriter13 @KadunaBull Yo leave the stock alone and let it pump

Your math has a fundamental flaw. 70% gross margin is not net profit. At a realistic net margin of 12 to 15%, 1 billion $ in revenue yields roughly 120 to 150 million $ in profit, not 400 million. At 24.5 million shares outstanding, that’s 5 to 6 $ EPS, not 16.3. Even at 30x P/E, you and at 150 to 180 USD, not 489. And that assumes LPKF actually reaches 1 billion $ in revenue, which is unlikely given realistic unit volumes, ASPs and market share. More plausible is 200 to 300 million USD in annual LIDE revenue at plateau.​​​​​​​​​​​​​​​ for 2-3 years. A P/E ratio of 20–30 is also not realistic. If everyone is calculating like that, I’m not surprised by the current stock price.

$LPK CEO confirmed 50-100 machines per customer at scale. Each machine = $2M revenue. At $1B revenue (70% gross margin), that’s ~$400M conservative net income. 24.5M shares outstanding = $16.3 EPS • 30x P/E = $489/share • 20x P/E = $326/share Let’s see how the management executes this in the upcoming years.

@joecarlsonshow Great company, easy to disrupt, doesn't deserve a premium valuation anymore though

I held Netflix when they literally lost over a million subscribers and people are asking me if I’m going to sell DUOL when they just added on 4 million user last quarter.

@fedex774 Wow I really like it! Good find 😃

Most people have never heard of $ALESE. It's a €116M French microcap building the backbone of Europe's energy grid. Battery storage. Solar. Intelligent grid management. And a backlog that just 4x'd in 12 months. Here's why I think ENTECH is a great opportunity 🧵

@2147mill $SIVE Sivers Semiconductors

Ok everyone so I am thinking of making a pie of single stocks companies. No ETF’s. Shill me a stock you’re incredibly bullish on over the next few years and hasn’t already taken off.

@daniel_koss Ceres Power

Added a new 30% position today! Been obsessed with this company the entire weekend. Listened to earnings calls and industry reports. Think it can 10x easily. Haven't been this excited about the risk reward of a stock since I found $NBIS at $40. Dropped the ticker for Subs, but will share the full thesis for free tomorrow. I think it's another name that you'll soon see EVERYONE on X talking about. Just like nobody owned $OUST and now everyone loves it (rightfully so!).

@stockprofitclub @RJCcapital Did it?

@gobills5657 @RJCcapital $AXTI it will decrease at 13$, but interesting to keep it for the long term

Can you find a better portfolio than this ???

@MoodyWriter13 @torcap1989 @memely @aleabitoreddit @valeagentt @FinnStockinger @YieldCurveball Maybe you couldn't handle the mental game of letting your winners run, I'm assuming you've probably done that with your other investments

I’ve made a lot of mistakes in my life, this wasn’t one of them. Since I said that I sold, the number of comments asking me about my price target or what I think about it has dropped by basically 100%. That’s a good thing. I’ve always said I don’t want to be the trader who pretends to show others how it’s done. I just want to be someone who shares interesting ideas. Just think of me as the worst trader out there, I’d be perfectly fine with that.

Memely Thematic Ranking (YTD 2026/05/02) First Call X KOL Top Contributor Performance 1 $IQEPF @aleabitoreddit @valeagentt +612.50% 2 $SIVEF @FinnStockinger @aleabitoreddit +515.00% 3 $AXTI @YieldCurveBall @aleabitoreddit +472.79% 4 $SLOIF @MoodyWriter13 @aleabitoreddit +377.20% 5 $ATOM @Analytica_X @Thebullwhisper +369.92% 6 $AAOI @Venu_7_ @crux_capital_ +363.23% 7 $AEHR @SunvMikey @SunvMikey +319.99% 8 SATL @loco_dela_bolsa @sunxliao +266.33% 9 $IBRX @alc2022 @SJCapitalInvest +251.98% 10 $EQRLF @METhompson72 @METhompson72 +216.67% Send your stock pick to @memely to be tracked

@MMatters22596 Forward non gaap PE**

zetachain:native barely up after massive double beat on ER. The fact that zetachain:native is being valued like a company that's being disrupted by AI, while Zeta itself is the disruptor is simply stupid. Take a look a the data. This is an incredible company. Revenue growth is accalerating. Margins are improving. The AI Flywheel is spinning. zetachain:native will be $40 before EOY. Mark my words.

@wealthmatica What time is that in UK time? See you there 🫡

Good FREAKING morning, folks. We will be live at 3PM today - full panel, the entire gang. Come hangout. $ZETA

@UncleAlpha007 That Google adjusted EPS is not clean my guy

$msft $goog $amzn $meta please tell me where the bubble is?