Hushmill

$TSLA always run up when I am in a long-a** meeting. 😮‍💨😮‍💨

@harry03994688 Check out $FROG might be one of the few Saas today could ride the tailwind of AI

Service Now $NOW 跌惨了 实际上公司里面用now的挺多 工单 it流程等等 是不是错杀了 开始想不通为什么 不过后来再想想，有了AI，都直接chat了，再也不需要找IT提工单了解决问题了 需要服务的时候可能直接面对某agent,不管是it服务还是其他采购或者福利或者hr服务等等，一个agent就够，可不用分什么管销售的CRM还是管IT的NOW还是什么workday. SAAS本来就是一个概念，现在到了该破灭的时候了。 $NOW 到如此看来，最终还是需要palantir，来解决问题，不用再分门别类的每个部门订购一个SAAS产品了。 但是 $PLTR 也在跌 到底谁被错杀了？

Bears yesterday. WHY IS IT GOING UP???

@colin_gladman New? Lol

“There’s this new stock called $MU and it’s forward P/E is only 8. It’s so underpriced bro. It’s just getting started. Literally can only go up. To the moon bro, trust me.”

@aleabitoreddit And I am an idiot for selling $VPG early. 😭 Missed out today's move

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@ParadisLabs $ACMR

How can I give back & help you guys more? Maybe if you drop some tickers under the comments to this post, I'll post some research in a few days for the most liked/commented one? Just genuinely want to help!

Today we will be overwhelmed by bear posts

@baggholding @colin_gladman Yeah he ONLY looks at chart. He doesn't understand fundamental nor market depth/macro.

@colin_gladman Thats why he miss the dip and not have any call right now🤣

Last thing then I’m out tonight. Here’s a good litmus test for you: If the market had: - Gone down for 6 weeks straight - Daily RSI was at 28 - Had gone down 28% in 28 days You’d be screaming “buy, buy, buy” right? I would. However no one will ever use that as a reason to sell anything or even take some profits. Just food for thought. “The time to buy is when you don’t want to, so is the time to sell.”

@colin_gladman Market will correct at some point. Until then let the winners ride and take profit along the way. Rather than drawing lines all day.

@aleabitoreddit Had limit order to add, missed by .10. arggggg

Today I learned $SIVE was so actively shorted... That the price going up accidentally might take down hedge funds? A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers. They now face infinite losses as CPO ramps up parabolically over the next two years. Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs. But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.

@DGretta_Author That is nutty!!! Congrats. I need to subscribe

New stock ticker I am in DEEP ITM LEAPS in with my Substack group could dwarf these returns. Just saying. And with way less risk. And barely anyone else on FinTwit in this stock👀

Market is insane.

@aleabitoreddit Dang give us time to buy lol everytime you twit least 20% pump

I've noticed that it's always like 4-6 weeks after my thesis post... That a bunch of institution start buying up names like $AXTI, $SOI, or $IQE. I'm not sure if it's just luck with timing. Or if they're reading my posts and need time for DD?

$FROG. Had this on my watch but fell off radar. This might be a hidden gem riding AI tailwind all the way up quietly in the background.

Peeps here change their sentiment about $AAOI overnight

@jaysyoon Took a starter this morning based on your feed. Happy with that!

Very Nice! $HNRG

@ParadisLabs Love it!!

Research tip: Google Patents -> To find hidden companies & for supply chain mapping -> E.g. look at this thermal module patent submitted by $TSM in 2022 (1st pic). What's interesting is the patent citations (2nd pic): - $TSM are citing a different patent from Inphi Corp filed in 2020. (Inphi were acquired by $MRVL in 2021). - So $TSM is essentially acknowledging that their thermal packaging innovations are built on top of (or need to be compatible with) $MRVL's IP. So you kinda put 2 and 2 together: TSMC and Marvell must be working together in some way? (The timing of this example is a little off cos we knew of their collaboration a yr or so before, but you get the jist). - the $TSM patent also cites Furukawa who are a Tier 2 laser chokepoint alongside companies like $AAOI. Now the "issue" with this method is usually w/ timing: - Furukawa's stock only began to go parabolic in early 2025 (vs. the 2022 patent). - But this is one of the best methods for information discovery + finding unknown companies long before the market even knows they exist, especially w/ foreign names. 99% of the time, you come to dead ends / endless loops of the same companies. But in some cases, it can lead to interesting things like finding completely unknown entities.

@pepemoonboy Gooodaham!

🚨 AI Portfolio Series Update 🚨 I launched my AI focused portfolio on March 5th. Two months later, it is up 54%. That is a $46,000 gain 🤯 The biggest recent winner has been $FLEX, which is up 25%+ overnight. Current holdings from largest to smallest position: $FLEX
$AMKR
$PLAB
$ASX
$FN
$CLS
$ONTO
$COHU This is getting absolutely insane… It feels like the world is finally waking up to the fact that this generational AI buildout is still in the early innings. I see demand for electrification, infrastructure, memory, compute, energy, data centers, and advanced chips increasing for the next decade. Think about that for a second… We are building the most advanced technology humanity has ever created and people still think this is just a bubble? Investing is about seeing the future before the rest of the world fully understands it. Take some time to really think about what is happening here.

@colin_gladman There is NO way that math make sense for the $GME shareholders.

Last opinion on RC and $GME today. Is he doing what’s in best interest of shareholders? No. Not in my opinion and certainly not in the short term. Do I think he thinks he’s doing what’s in the best interest of the company? Absolutely. Will it pay off? Time will tell.

AI CPUs Are Devouring DRAM — Memory 'Shortage' to Last Another Year The memory industry has posted record-breaking results driven by commodity DRAM prices that have surged more than 100%, and with the proliferation of AI-purposed central processing units (CPUs) now coming into play, forecasts suggest the shortage will extend for another year. Intel's recently unveiled "AI CPU" is expected to carry up to four times more commodity DRAM than previous generations. Combined with surging demand from graphics processing units (GPUs) that require high-capacity DRAM, observers expect the memory supply capacity of Samsung Electronics and SK hynix to fall short of demand. According to industry sources on the 2nd, CPU manufacturers are pursuing the integration of 300–400GB of DRAM into AI CPUs. This is up to four times the overwhelming scale compared to typical CPU products (96–256GB). CPUs Emerge as the 'AI Orchestrator' The surge in high-capacity DRAM demand for AI CPUs is tied to the AI industry's pivot toward an inference-centric structure. Whereas AI inference was once limited to simple Q&A, it now serves as the "orchestrator" coordinating various agentic AIs. The key in this process is "context memory." For a CPU to coordinate the entire workflow by referencing the outputs of each agentic AI, it must remember the content. This makes scaling up memory — the space for retention — essential. Until now, AI data centers have built computing infrastructure centered on GPUs equipped with High Bandwidth Memory (HBM). Leveraging the GPU's strength in training AI on vast amounts of data simultaneously, the focus has been on "AI training." Server configurations accordingly followed an 8-GPU-to-1-CPU pattern. However, as the industry's center of gravity shifts toward inference, server configurations with substantially expanded CPU ratios are spreading. In a recent earnings call, Intel executives explained: "In AI inference infrastructure, the computing structure has shifted to a CPU-to-GPU ratio of 1 to 4, and the trend is moving further toward 1 to 1." After GPUs, CPUs Join the Memory Battle — Demand Snowballs The competition for memory capacity has expanded from GPUs to CPUs, snowballing in scale. NVIDIA's next-generation AI chip "Vera Rubin" carries 288GB through 8 HBM stacks, while AMD's next-generation GPU MI400 boasts an even larger 432GB mammoth-class capacity. Google's recently unveiled custom chip — the 8th-generation Tensor Processing Unit (TPU 8i) — is also slated to feature 288GB of HBM. Add to this Intel's AI CPU "Xeon" and AMD's "EPYC" beginning to use up to 400GB of high-capacity DDR5, and the memory shortage is expected to persist longer. The market temperature is already being proven in spot prices. According to Kiwoom Securities, while the price of legacy DDR4 (16GB basis) plunged 16% in a single month in April, the spot price of DDR5 (16GB basis) — used in AI CPUs — rose 2.8% over the same period, maintaining its price premium. An industry source said: "The current DRAM market is understood to be roughly 10 percentage points short of demand. With commodity DRAM demand surging on top of HBM, the supercycle is highly likely to extend from the previously expected 2026 into 2027." $MU $DRAM