Kent

Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.

Today, we took long-overdue action to restore science, accountability, and the rule of law. In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk. Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence. • BPC-157 • Thymosin beta-4 fragment (LKKTETQ) • Epitalon • GHK-Cu (injectable) • MOTS-c • DSIP (Emideltide) • Dihexa Acetate • Ibutamoren Mesylate • Melanotan II • KPV • Semax (heptapeptide) • Cathelicidin LL-37 This action begins to restore regulated access and will immediately begin shifting demand away from the black market. We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

Honestly... I don't even know at this point? 0 to 155,000+ followers, 10,000 subscribers... in under a year. 900%+ year to date... Off 13+ individual stocks from $AAOI to $LITE hitting triple digits returns in 4 months. Call me aura farming Serenity Jin-woo (last post about this topic i swear, 10,000 just looks cool). Jokes aside, thanks everyone for this opportunity. I genuinely want to make a difference to the retail community. Getting tired of institutions shafting retail or seeing $2000+ paywalls so hope to bridge the gap in information discovery/synthesis.

I am long Win Semi (3105.TWO) at $4.1B MC. I believe markets are sleeping on of the most important foundries in the world (aside from $TSM). IMO their strategic positioning exceeds far beyond $4B MC. They sit in almost every major chokepoints: -> In the SpaceX Starlink LEO supply chain. -> As $AVGO, $LITE, $MTSI, $SIVE InP foundries for optical transceivers -> then as the body/eyes of humanoids as the GaAs foundry for TOF lasers possibly mapping to Boston Dynamic Atlas -> With legacy from MediaTek / Qualcomm / $AAPL from their previous business. But Win appears to be bottom of the legacy drag (like with $SOI), with optical as one of their largest growth vectors. Then... Win has the largest TAM expansion/revenue acceleration out of almost any foundry: With: LEO, humanoids / CW laser, 800g, 1.6t, 3.2t optical transceiver massive ramp up over the next few years. Especially with Broadcom as their anchor client ( $AVGO owns ~5% of Win). $NVDA doesn't care who makes the lasers, whether it's $LITE or $COHR. They just care if there's enough. There's not enough. -> Demand for CW lasers will likely go parabolic. (they make the lasers that companies like $SIVE designs) -> Demand for LEO satellites (SpaceX Starlink) will likely go parabolic. -> Demand for humanoids will likely go parabolic. As, Win Semi sits as a semi-monopoly chokepoint in the three most frontier and fastest growing industries for photonics/AI, robotics/humanoids, and space. Especially with Optical TAM explosion: Win fwd earnings for 2027 roughly in ~35x range, I do think this is sandbagging it and forward multiples will end up dirt cheap. Win will largely benefit from TAM expansion and accelerated revenue growth. Of course: Win will win. So I am long Win.