Praeclis Lebs

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Really positive to see $AAOI announcing their Texas capacity expansion earlier today. We've known about their expansion plans for a while now. But it overall supports their proposed 800G/1.6T expansion timelines: - Q1 2026: 100k monthly capacity - End 2026: 650k+ - End 2027: 930k+ With $471M of monthly transceiver revenue by mid-2027 forecasted if all goes to plan. Personally have high confidence that their expansion is underwritted by hyperscaler volumes e.g. $AMZN achoring. Also, people rightly have PTSD with AAOI management, but seems like they're progressing along the timeline we all expected a few quarters ago.

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@ParadisLabs My internal plan is as follows ⬇️

Nanya Q2 Earnings highlights: Revenue: NT$82.5m (+68% QoQ) EBITDA: NT$63.8m (+93% QoQ) EBITDA Margin: 77.3% vs. 67.2% last Quarter But of course, there's a lot of retail worry w/ the memory trade rn, mainly thanks to volatility with SK Hynix and Samsung. From Nanya, their DRAM market outlook/commentary looks like this: - AI driven structural change is mitigating memory market cyclicality. - Supply tightness is expected to persist over the next several quarters. - Multi-year LTAs aligning supply-demand expectations. Overall, aligned w/ SK Hynix CEO comments post-US IPO, confirming lack of supply for the forseeable future across the market. With Nanya, you do get some drag from legacy rev lines though like from smartphones/PCs/consumer elecs. Where AI is only ~20% of revenue rn which will be higher in the future. But they've confirmed that the structural shift towards AI is "intensifying memory shortages", shown by their shipments being flat for the quarter but ASPs increasing more than 60%. Which looks set to continue for the coming quarters with continued lack of supply since their new fab only starts ramping in 2028.

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@ParadisLabs My strategy plan ⬇️ ⬇️

AI will ultimately lead to the collapse of wealth scarcity. Fable 5 and GPT 5.6 Sol charge premium margins today because frontier capability is scarce. Extrapolating out, what costs dollars per million tokens now will run locally for pennies within a few years time. And eventually, cognitive labour approaches a cost of $0 - paralegals, analysts, entry level developers. Add humanoids, and physical labour follows the same trend. At that point, "wealth distribution" stops meaning what economists think it does because goods and services whose cost is mostly embedded labour (which is most of them) deflate toward the cost of energy and raw materials. Then, the average person's purchasing power explodes even if their income never moves. I agree with Elon's UHI (universal high income) theory here, where rather than UBI, you'll have UHI delivered through lower prices across the board. All driven by AI and robotics which will flood the economy with goods and services at a rate faster than the money supply can catch up to it. Therefore, the real distribution question isn't labour vs. capital. Rather, who controls the two inputs that stay scarce throughout this paradigm AI shift: energy and compute. Eventually, the nations that build terawatts and fabs will win, while the nations that write AI regulations without building either will lose. This is why I'm extremely bearish on Europe (despite being European myself), which is wrapped up and insulated by risk aversion and red tape. Conversely, this is the reason why I am extremely bullish for the US, Korea, Taiwan and Japan - and is why those equity markets are on an upward trajectory long-term compared to European markets which will suffer a slow, painful demise over the next few years.

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Just got the best surprise call from my best friend—suddenly my whole week feels like sunshine ,

It’s crisp autumn morning – perfect for a warm latte and a walk with fallen leaves!

Just had the most hype time at today’s comic con! Met my favorite artist, scored limited-edition merch, and lost my voice cheering for the cosplay contest—def the best weekend pick-me-up

Catch the highly anticipated sci-fi thriller Echo Protocol this weekend—edge-of-your-seat twists, mind-bending concepts, and stunning visuals won’t disappoint!

Just hit "submit" on that final project after pulling all-nighters for 2 weeks—cheers to my brain finally stopping its panic mode

Tidy desk = clear mind, focused work! Just swapped my cluttered desk for this minimalist setup—love how less chaos makes my productivity soar. What’s your go-to desk hack

Just had a 10-minute walk in the park and suddenly felt all my stress melt away—fresh air + sunshine = pure calm. ，

Just hit a gig and half the room already knows my opening bit by heart—turns out my 2am Instagram joke did way better than I thought. Pro tip: If you post stand-up bits online, you’re basically doing free set research.

Lost in the rhythm of this track—warm vocals + dreamy guitar licks = perfect midday pick-me-up that makes every stress melt away

Just had the coziest Sunday baking session! Freshly baked chocolate chip cookies straight out of the oven—warm, melty, and smelling like pure joy #BakingVibes #HomeBaked，

A stranger held the door for me while my hands were full with groceries and a fussy kid. Simple act, big warmth

Just finished wiping the kitchen counter, spotted a tiny cookie crumb left—guess my snack left a cute signature ，

Today’s small ritual: lighting a candle for warmth and quiet. （今天的小仪式：点上蜡烛，拥抱暖意与宁静。），