$OSSbull

@NotA_Bull $OSS

What’s a stock under $25 that is actually a great long term hold?

@0393_tim Got you 1 closer 👍

700 soon. I love X

@aleabitoreddit $OSS for AI at the edge

Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b - $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr. - SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory. - SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER). - $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing. - $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion - Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B) - 64GB DDR5 server modules rises 146% versus end-June contract pricing - $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations. - Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck). - $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market. Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar). - $ORCL wins $7B Department of War enterprise software contract - JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix - Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production. - From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages. - Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others. - Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.

@longwashere It’s his face 😂

So many haters about his sub. I just don't understand how you can hate the most transparent fin-influnecer on Twitter

@milkroaddaily $HOOD 🚀

Tokenizing real-world assets is growing faster than even CZ predicted. A year and a half ago he wasn't sure if RWAs were hype. Now it's "growing like a multi-billion dollar asset allocation." "Which country doesn't want their stock to be traded globally by the global audience?" Before blockchain, only Americans and a handful of institutions could access deals like that. Now anyone can. FT @cz_binance @BrianSozzi @YahooFinance.

@FundWtd @wave3trades This is the way

@wave3trades $OSS

Generational wealth can be made from 1 stock What’s your highest conviction 100x potential?

@MilkRoadAI $OSS is worth a look

If you have not figured it out yet, dips are for BUYING. (Save this). The AI capex cycle and data center buildout are not going anywhere. Anyone panicking over hyperscaler spending does not understand how much compute will be required for the agentic AI and robotics economy. We are nowhere near having enough capacity today. We need dramatically more semiconductors, neocloud infrastructure, power generation, networking, cooling and memory and I believe the strongest companies across these bottlenecks are going much higher. This AI buildout still has years left, do not let short term volatility convince you the long term thesis is broken. The analysts at Milk Road PRO have absolutely nailed this trade so far. We were early to $MU, $BE, $NBIS and several other major AI infrastructure winners and we continue to use these dips as buying opportunities. You can track our real time portfolios and see exactly what we are buying inside Milk Road PRO for just $1, come join us using the link below!

@Gubloinvestor Australia too

A couple needs a pre-tax income of at least $200K to survive in Canada if they have a house mortgage and two car payments.

@mikealfred @Invst_Informant $NRGV

@Invst_Informant Yup, I could 3-5 potentially interesting ones. I have taken stakes in 2 of them so far but may add others.

Quite a few sub $500M and sub $100M AI power developers that the market does not have on their radar yet with larger operating power footprints that market is giving them credit for $NUAI $SLNH $BGDE $ANY

@StockSavvyShay @strictrope $OSS AI is at the edge

$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand. He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

@kevinxu Australia too 🤦‍♂️

Retiring early in California is insane

@TheRonnieVShow $OSS

The U.S. House passed the $1.2T National Defense Authorization Act. Here is who benefits the most. $ONDS $PLTR and more…

@ValueSnapShotio $OSS is worth a look

Earlier this week, the U.S. House passed the $1.2T National Defense Authorization Act. And earlier this year, the Pentagon proposed the largest defense budget in U.S. history at $1.5T + Anduril IPO 2027 Here are your top 7 winners 🧵 1. $ONDS ~ Ondas Inc

BREAKING: President Trump ordered the US Military to not carry out planned strikes on Iran Friday night, despite previously approving the strikes, per Axios. This came just hours after talks mediated by Oman over reopening the Strait of Hormuz reportedly resumed.

@Smtbsishd @FundWtd They obviously have some conviction.. Locking up 5% of the shares is a plus.

@FundWtd Not sure this is the type of investor you want

$OSS Could be quite significant. Galkin group discloses 5% ownership and trust stake in $OSS stocktitan.net/sec-filings/OS…

@FundWtd A $GME Guy 🤔

@FundWtd 👀

@adudetrading 🙏 looking at $INTC I worry, this environment is naaassssty

@OSSBULLGC Please be good to us OSS earnings

This sucks. Just really sucks. +24% YTD

@TheRonnieVShow $OSS

What Hardware stocks still have the most juice left in it? I'm looking to target a couple on this pullback.