Nirfu
580 posts
@ElNirfu
'99. Programador. Interesado en inversiones y finanzas. Aprendiendo.
Bro why are all the institutions copy trading some random on X with an anime PFP? Obviously all my followers frontran institutions with $IQE. But now it’s just going parabolic after Point72 and others started buying up the float at ATHs.
$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs. Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA) - Probably $AMD here for Instinct MI300/MI400. March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph) - Very likely $INTC has been their lead customer. March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO ) - New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers (All speculative, very confidential BOM) Regardless. This timeline is just bottling up for $AEHR. Could be next earnings. Or two quarters from now. But feels like a matter of time before we see mass orders.
@Vicky82122221 Efectivamente y llegado el momento nada ni nadie podrá impedirlo. Automatización + robotización + IA + gripe aviar + gran anuncio OVNI. La gente anda dando palos de ciego.
🇨🇳 China entrará en guerra en breve.
4- El conflicto entre 🇮🇱 Israel y 🇵🇸 Palestina adquirirá otra dimensión en la que 🇺🇸 Estados Unidos e 🇮🇷 Irán se verán involucrados. 5- 🇷🇺 Rusia desafiará a 🇪🇺 Europa; ampliará su frontera anexando parte de 🇺🇦 Ucrania ante la pasividad de la UE, debilitando así su posición.
