TDLabz

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TDLabz

TDLabz

@TDxLabz

✭ TD Labz | Cowboys Film | Masters in AI - Stats KING ♕

Katılım Ekim 2025
333 Takip Edilen34 Takipçiler
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TDLabz
TDLabz@TDxLabz·
A bit about TD Labz: I have a Master's in AI. I'm applying it to NFL film analysis. Most football "data" is post-hoc box scores. Real film analytics — quantifying processing speed, route recognition, leverage decisions — is a different game. That's what I'm building. Welcome.
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TDLabz
TDLabz@TDxLabz·
@SleeperCowboys He sucked, lots of guys on this team don’t start elsewhere.
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SleeperCowboys
SleeperCowboys@SleeperCowboys·
Our starting safety for the past six years is still a free agent…
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TDLabz
TDLabz@TDxLabz·
@aleabitoreddit Need something good to buy this week. Only have access to capital now.
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Serenity
Serenity@aleabitoreddit·
$AEHR is up close to 3x in 1 month by the way. I tend to get timing extremely well??
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Serenity@aleabitoreddit

$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs. Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA) - Probably $AMD here for Instinct MI300/MI400. March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph) - Very likely $INTC has been their lead customer. March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO ) - New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers (All speculative, very confidential BOM) Regardless. This timeline is just bottling up for $AEHR. Could be next earnings. Or two quarters from now. But feels like a matter of time before we see mass orders.

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Serenity
Serenity@aleabitoreddit·
If you're curious about Goldman's Report: They expect "significant EPS upside" among: 1. Optical modules and engines 2. CW lasers and EMLs 3. PCB/CCL manufacturers Here's the massive cheat sheet: Laser / Light Sources (SiPh): Sumitomo, Furukawa (5801), Landmark (3081), YJ Semi, $LITE, $COHR $AVGO, Etern (600105.SS), Everbright Photonics (688048.SS), Shijia Photons (688313.SS), Applied Optoelectronics (AAOI), Accelink (002281.SZ), Mitsubishi (6503.T) Laser / Light Sources (EML): Lumentum (LITE), Coherent (COHR), Broadcom (AVGO), YJ Semi (688498.SS), Etern (600105.SS), Sumitomo Electric (5802.T), Everbright Photonics (688048.SS), Shijia Photons (688313.SS), Source Photonics (Private), Mitsubishi (6503.T), Accelink (002281.SZ), Furukawa (5801.T) Passive Optical Components - Couplers / Splitters: FOCI (3363.TWO), Senko (Private), AFR (300620.SZ), Everprox (300548.SZ), Lumentum (LITE), Coherent (COHR) Passive Optical Components - Filters: Shijia Photons (688313.SS), Sumitomo Electric (5802.T), Lumentum (LITE), Coherent (COHR), Viavi (VIAV), FOCI (3363.TWO) Passive Optical Components - Attenuators: Everprox (300548.SZ), Accelink (002281.SZ), FOCI (3363.TWO), Lumentum (LITE) Passive Optical Components - WDM: AFR (300620.SZ), Everprox (300548.SZ), Accelink (002281.SZ), Ciena (CIEN), TFC Optical (300394.SZ), Lumentum (LITE), FOCI (3363.TWO)
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Serenity
Serenity@aleabitoreddit·
As for 3x brrrs these levels: 1. $SIVE 2. MSSCORP (6830) 3. Auros (322310) Are my best guesses. Here's my thought process: 1. $SIVE: I genuinely do see them being $10B+ next year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.
TheNewAL 🌾@Mellokhai

@aleabitoreddit Stay with us and Give us some more x3 brrrrrr

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TDLabz retweetledi
NFL Drop
NFL Drop@TheNFLDrop·
BREAKING: Mike Vrabel has informed the Patriots he plans to retire as head coach and join JP Morgan’s leveraged finance team.
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✭ A-A-Ron 561 ✭
✭ A-A-Ron 561 ✭@hitstickmaster2·
Caleb downs in the All Navy Alt uniform I’ve always wanted. No stripe
✭ A-A-Ron 561 ✭ tweet media
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TDLabz
TDLabz@TDxLabz·
@clarencehilljr Stay in your lane asking silly shit and leave the film to us. Please.
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TDLabz
TDLabz@TDxLabz·
@LawsNation Buccs want him for 2 one’s, my guy got to go. If he play at the same clip as ‘25. GP will get his bag, even if it’s FT that’s 60 MM’s in 2 years.
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Law Nation Media
Law Nation Media@LawsNation·
👀 My decoders and conspiracy theorists, help me decipher this… I want to say a traded is about to happen??? Inevitably… y’all already know what time it is 👀 so he posted this and deleted it????
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TDLabz
TDLabz@TDxLabz·
I’ll put my foot in the ground to say DAL made the right move trading Micah Parsons. Imagine having Parsons on a $200M GTD deal with a torn ACL into a wasted season. The fanbase would hate him even more and call the FO idiots for caving. #DallasCowboys
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TDLabz
TDLabz@TDxLabz·
@NickHarrisFWST @KevinGraySports @NickHarrisFWST if he does not report by June 18th does the team typically start to formally fine the players in general? Then rescind these fines once a deal is agreed to or the player returns back to the club?
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Nick Harris
Nick Harris@NickHarrisFWST·
What does it mean? 1. He’s locked in under Cowboys’ control for $27,298,000 for 2026. 2. The team has until July 15 to work out a long-term deal, although they came out last week and said they won’t be negotiating a long-term contract with him this offseason. After July 15, they can only agree to a re-worked one-year deal. 3. With voluntary workouts beginning this week, Pickens hasn’t participated yet. He is not required to show up until June 16-18 for mandatory minicamp, meaning he could hold out from voluntary workouts and OTAs without being fined. 4. Signing the tag allows the Cowboys to trade him if they wish at any point. Dallas has stated its intentions to not do that, but it’s a consideration everyone has to consider if this drags on all summer.
Nick Harris@NickHarrisFWST

The franchise tag has officially been signed by WR George Pickens, according to a source.

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TDLabz
TDLabz@TDxLabz·
GP making 8M. Taken from the worst situation for a WR. QB carousel and coach out the door. GP gets traded for and featured in an offense, reputation changes in one year. GP then gets $23M raise, likely would have gotten a tier 2 contract or worse staying with Pitt. GP good.
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(Foots The King)
(Foots The King)@FootsDaKing·
George Pickens is and will be a cowboy for a long time.
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TDLabz
TDLabz@TDxLabz·
@AkoyeMedia need to be recognized for this type of research. Look at the backers on here. This is changing my mind even more on the Barham pick. Jaishawn Barham and Overshown are going to eat and if he recommended trading for Dee Winters for his style of coaching we good.
Akoye Media@AkoyeMedia

These Young LB's Will All Eat Behind Dixon Fronts Hands Down! Do The Research! Marcus Dixon Fronts Vs Allpro's Fred Warner 2022 (AP) 130TKL Roquan Smith 2022 (AP) 169TKL 4.5SKS 11TFL 3 INT Matt Milano 2022 (AP) 99TKL 1.5SKS 12TFL 3INT Alex Singleton 2022 (Dixon Front) 163TKL 6TFL 3PD (NO Pro Bowls Ever) Josey Jewell 2022 (Dixon) 128TKL 2.5 SKS 7TFL 2INT (Missed 4 Games lol) Roquan Smith 2023 (AP) 158TKL 1.5SKS 5TFL 1 INT Fred Warner 2023 (AP) 132TKL 2.5SKS 6TFL 4INT Quincy Williams 2023 (AP) 139 2SKS 15TFL 1INT Alex Singleton 2023 (Dixon's Wallet Says Bad MFER On It) 177TKL 2SKS 6TFL 2FF Erick Wilson 2025 (DIXON) 115TKL 6.5SKS 17TFL 10QBHits Blake Cashman 2025 (DIXON & Missed 4 Games Was on Pace For 188 TKLS) 144 TKL 2SKS 4TFL 3QBHits Jordyn Brooks 2025 (AP) 183TKL 3.5SKS 13TFL 4QBHits Jack Campbell 2025 (AP) 176TKL 5SKS 9TFL 5QBHITS

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TDLabz
TDLabz@TDxLabz·
@AkoyeMedia Info is always insane and on point. This is a crazy good angle.
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Akoye Media
Akoye Media@AkoyeMedia·
These Young LB's Will All Eat Behind Dixon Fronts Hands Down! Do The Research! Marcus Dixon Fronts Vs Allpro's Fred Warner 2022 (AP) 130TKL Roquan Smith 2022 (AP) 169TKL 4.5SKS 11TFL 3 INT Matt Milano 2022 (AP) 99TKL 1.5SKS 12TFL 3INT Alex Singleton 2022 (Dixon Front) 163TKL 6TFL 3PD (NO Pro Bowls Ever) Josey Jewell 2022 (Dixon) 128TKL 2.5 SKS 7TFL 2INT (Missed 4 Games lol) Roquan Smith 2023 (AP) 158TKL 1.5SKS 5TFL 1 INT Fred Warner 2023 (AP) 132TKL 2.5SKS 6TFL 4INT Quincy Williams 2023 (AP) 139 2SKS 15TFL 1INT Alex Singleton 2023 (Dixon's Wallet Says Bad MFER On It) 177TKL 2SKS 6TFL 2FF Erick Wilson 2025 (DIXON) 115TKL 6.5SKS 17TFL 10QBHits Blake Cashman 2025 (DIXON & Missed 4 Games Was on Pace For 188 TKLS) 144 TKL 2SKS 4TFL 3QBHits Jordyn Brooks 2025 (AP) 183TKL 3.5SKS 13TFL 4QBHits Jack Campbell 2025 (AP) 176TKL 5SKS 9TFL 5QBHITS
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Keşfet

@SleeperCowboys @aleabitoreddit @ZachWolchuk @TriggSZN_ @hitstickmaster2 @clarencehilljr @elonmusk @BarackObama