Tristan Duarte

Tom Brady succeeding in todays game gives him more credibility to critique it, not less Proves he’s not just complaining because he couldn’t succeed in the modern game (as some older players tend to do) Smith made some good points here, but a Super Bowl helps Brady’s argument, not hurts it

the Knicks comeback highlights is just James Harden getting burned every single possession it’s honestly incredible 💀💀

"It's no secret, we were attacking James Harden" -Mike Brown

Kenny Atkinson was asked if he thought of benching James Harden on defensive possessions at the end of Game 1. He replied, “No. He’s been one of our best defenders in these playoffs. I trust him. Smart. Great hands. Didn’t think about that.”

@aleabitoreddit Checking in on that Citrini short lol

$AAOI is now up ~6-7x at $200+. Feels like nobody else was long last year aside from me and like two other people on X? Remains one of my top high conviction optical longs moving forward into 2027 due to massive revenue ramp + Made in America supply chains.

@crux_capital_ You have been all over these plays man. Thank you

Hey Everyone, I want to take a moment and just talk A lot of names in our photonics basket hit all-time highs again today. The run over the last few months has been incredible. Congrats to everyone who stayed convicted through the noise. It is NOT easy. There has been so much doubt, uncertainty, and pushback around this theme the whole way up. Holding through that is hard. For those of you who did it, well done. I’ve been covering photonics for about eight months now. It's been around 90% of my content, and a similar amount of my portfolio. I was blessed to position and present a lot of these names very early. $AAOI from the $30s. $LITE from the $100s. $COHR from the $80s. etc. But what I’m most proud of is the consistency. My goal has always been to track the company, follow the earnings, update the model, discuss the news, and keep revisiting the thesis as new information comes out. That is what I try to do. And if you feel like you missed the move, just know that people felt that way three months ago too. I’m not saying to chase anything. These names are volatile. Pullbacks happen. Earnings season creates dislocations. There are still opportunities if you know what you are looking for. I’m also spending more time on Europe, where I think there are still names with real exposure that have barely rerated. Really grateful for everyone who has followed along. This has been an incredible theme to cover. Thank you for all the support!

@dead_sh0tt @daniel_koss Yeah, seeing that 'no' definitely gave me that feeling too. I unfortunately may have been got. Didn't think Daniel would do that, but not a huge position fortunately. Holding out for June earnings in hopes that we get some positive earnings.

A short story in 4 parts, brought to none other than @daniel_koss Day 1. Pumps an OTC stock ( $CGEH ) to his paid subscribers near ATH Day 2. Promotes how good of a stock picker he is, claims the OTC stock has 10x upside Day 3. Stock starts to go down, radio silence ensues Day 4. Stock is down 40% from ATH, claims he sold out completely without informing his minions. Called out for pumping a stock and using followers as exit liquidity, immediately blocks anyone pointing this out. Do not allow yourself to be exit liquidity for these retardios

@Longviewres @daniel_koss Yes go check out his deep dive below! Best resource available on CGEH! My post is just my thoughts.

Thank you Tristan - I would however would have appreciated it if you linked the research up top so people can get the deep dive. There was a tremendous amount of work that went into this as you have read and seen and there is extensive amounts of misinformation on here where random handles bend the facts (like how some handle said that "insiders are selling now"... total BS, they cannot even touch shares or trade until they report their Q4 FY26 quarter. Here is Part One linked: x.com/Longviewres/st…

But you can’t. US data centers are growing from ~50 GW today to ~130 GW by 2030. The grid can’t meet this, and Bloom offers something like 2 GW per year. I struggle to see a world where Bloom success is anything but a tailwind for CGEH. Demand is just too high to meet 18/20

At the end of the day, to clarify - in my view Bloom Energy is the best option for on-site power. Higher efficiency, lower emissions, proven hyperscaler relationships, and a multi billion dollar backlog. If you could put a Bloom fuel cell at every data center, you would. 17/20