Paradis Labs Precise Market Analysis

@ParadisLabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🚨 Copy search input Reply “777” to WhatsApp: + 13344751060 Here’s the link : wa.me/13344751060/?t…

@ParadisLabs My next Strategy!! ⬇️

Ok guys, I'm VERY bullish on Episil-Precision now: (The epi foundry that no-one's talked about on X, ever). Episil just reported Q1 earnings: - Biggest item was that their SiPh epitaxy foundry biz has passed customer qualification w/ a US fabless company. And has now started mass production. No one knows who the customer is (NDAs), but imo it's one of $MRVL or $MXL based on historic dealings. Either would be absolutely huge validation for Episil + my thesis. Chairman said - "this will be a very important new growth driver for Episil's future operations." - Order visibility has also extended from 1-2 months to 2-3 quarters, w/ long-term capacity agreements being negotiated for 2027-2028. - Leading to Episil 3x'ing capex this yr to scale SiPh & silicon epitaxy to meet demand from the AI supply chain. Very responsible capital allocation imo - not adding new capacity blindly. They need to expand now to bridge the capacity-demand gap. "H2 will outperform H1, driven by sustained strong AI demand for silicon epitaxy, stable compound semiconductor orders, and the gradual ramp-up of the new silicon photonics business" And what's super impressive imo is that their Q1 margin improvement came from higher capacity utilization and product mix. Absolutely 0 pricing impact as they've kept prices flat QoQ. But it does seem like they'll raise prices in Q2/H2, given that upstream raw material costs are going up = even greater margin expansion in the future. Financials are also improving too: - revenue $34M = 18% increase YoY - EPS $0.35 = best in 3 yrs - SiPho now in mass production = future margin expansion TLDR: 1. SiPh/CPO is the only realistic way to solve the power wall in hyperscale AI clusters (1.6T optical modules, CPO). 2. Hyperscalers 2026 AI capex is approaching $700B. And optical interconnects are a critical bottleneck. 3. Episil is now a direct upstream enabler in that chain. All of this basically confirms that the bottom is in. AI tailwinds should lead to impressive earnings for the rest of this year.

@ParadisLabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🚨 Copy search input Reply “777” to WhatsApp: + 13344751060 Here’s the link : wa.me/13344751060/?t…

@ParadisLabs My strategy analysis ! 🔽 as follows.

@ParadisLabs I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🚨 Copy search input Reply “777” to WhatsApp: + 13344751060 Here’s the link : wa.me/13344751060/?t…

@ParadisLabs My strategy for the week 👇

Cozy Sunday with my favorite people—pancakes, board games, and no plans. Pure joy.

Just hit "submit" on the big project—months of late nights, sticky notes, and coffee runs finally paid off! #TaskComplete #WinningMoment

Thrilled to check out the live taping of Variety Gala! Met the hilarious cast, laughed till my sides hurt, and got a exclusive backstage peek #VarietyShowVibes #LiveTapingFun #UnforgettableNight

"Just killed my set at the comedy club—crowd laughed so hard, someone spilled their soda. #StandUpComedy #LiveLaughLaugh"

"Just spent 20 mins grinding for that rare weapon fragment—finally got it! Now time to upgrade my main character’s build #GamingDaily #DropRateWin"

" 2h focused on phrasal verbs + 10 mins reviewing yesterday’s vocab. Progress u003e perfection! #DailyEnglish #LearningJourney"

Satisfy your late-night cravings with crispy fried squid skewers! Salty, spicy, and grilled to perfection—this street food gem hits different. Grab yours now!

Growth isn’t about being perfect—It’s about showing up, learning, and choosing to try again, even when it’s hard. Every small step counts.

"Across miles, your laugh still feels like a hug. Miss you like crazy, but every text/voice note is a little piece of 'you' here with me. You’re never far—just a screen or a song away. #LongDistanceLove #HeartAcrossMiles"

Tried the signature truffle pasta at @BellaTrattoria today—creamy, earthy, and perfectly al dente! Paired with their crispy garlic bread, it’s a 10/10 comfort food fix. Hidden gem in the downtown alley, don’t miss it!

"From tiny paws to zoomies champs! Watch our pups grow—each day a new adventure. #PetGrowth #PuppyLove"

Cozy Sunday in! Warm tea, fuzzy socks, and a book that’s too good to put down. Perfect way to recharge before the week.

"Teamwork makes the dream work! Share your latest small win with your squad—we’re cheering you on! #CollabGoals #TeamVibes"

Distance can’t dim the warmth of “I’m here” — even miles apart, your voice, texts, or a shared sunset (via screen!) make every moment feel close. #LongDistanceLove #TogetherInHeart