InnatS

It's extremely bullish if the few coins CT believes in can just say fuck the majors and send it on their own. New paradigm moment. $ZEC $HYPE $VVV

Trimmed some risk today. I like what I own and have good entries, so I mostly just eat the volatility here. It feels a little better having even a small amount of cash to allocate in a drawdown though. If we don't get a drawdown, I just allocate to the next idea on the list.

Not a chips guy at all, but the China AIDC thesis seems to be intact after looking at Q1/26 numbers! Cambricon: $2.9b revenue, +159%. $934m net income, +238% Verisilicon: $836m, +114%. Losses increased from $233m to $335m MetaX: $562m revenue, +75%. Losses reduced from $218m to $103m

Mythos tier capability coming to Ascend in a few months!

SILEX Microsystem IPOed yesterday $SILEX Beyond the stock’s rocket performance yesterday, this IPO uncovers far more. It’s a story about re-shoring of critical MEMS foundry capacity used in various AI and Quantum apps. Who ever is interested in Silex: I used the word Silex 16 times in my article “The Glass Substrate Reality Check: Organic’s Reign, TSMC’s Bottleneck and the True AI Niche”, linked below, and outlined the Mission Apollo supply chain. There are very strong connections for Silex with Optical Circuit Switching (OCS), Lumentum, PlanOptik and many more. It’s not just another fab; it’s the biggest pure play MEMS foundry worldwide and is sitting basically on a goldmine right now.