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@fedex774 $TSSI

Everyone is talking about how this $DELL print is positive for $PENG. But there is a hidden stock, no one is talking about, that will probably benefit WAY MORE than Penguin from strong Dell results...can you guess it?

@GWillus @BryzonX Maybe they are trying to protect existing long as price have fallen

@BryzonX little poor retailers selling $HLIT because of Kevin Furu meanwhile Citrini added today 🤣 they’ll never learn

I'm seeing this go viral and surely everyone is thinking to theirselves "HOW CAN I INVEST IN THIS?" What if I told you, there was a stock that is currently building the infrastructure to provide a product like this? These residential backyard data centers will not be able to run on old, choppy copper lines To process these local AI workloads without choking the power grid, thousands of these home nodes will have to plug directly into Charter or Comcast’s distributed neighborhood networks And who runs those networks in the background? You guess it... $HLIT Here's how it will work: $NVDA / Span node processes the compute -> $HLIT 's cOS will orchestrate the massive data load from the DC's to the local node -> Comcasts physical fiber will deliver the data to the core internet Broadband already has the fiber cables in residential areas physically reliable enough to guarantee this works Although this start up product seems like a pipe dream as of today, this is a great indication that $NVDA is already thinking how they can capitalize on residential areas where broadband infra is built for

I believe $HIVE will announce a partnership with Canadian govt on next weeks earnings call

@SuperDuperInvst Just simple dell earnings reaction , they will never get a second client

$TSSI - I have a feeling either they secured a new large customer/contract or short squeeze happening imo 👀 🚀

The the best move $AMZN can do is separate out $AWS as a business This will be the next $SNDK movement

@CKCapitalxx @ThematicTrader Lol bro atleast wait for $HLIT to first become the $HLIT of X , otherwise you might turn into a X pumper only

Opened a long position in $ADTN today. Got the trade idea from @ThematicTrader and the thesis is genuinely compelling. Now let me tell you why I think $ADTN could become the next $HLIT of X. $HLIT was a misunderstood software company sitting inside a boring industry that nobody was paying attention to. Once people understood the moat and the mandatory upgrade cycle the stock re-rated hard and fast. $ADTN feels identical right now. Here is the business. $ADTN is a 40 year optical networking veteran. They have been physically building the infrastructure of the internet since before most people in this industry were born. The customer relationships. The engineering depth. The manufacturing expertise. All already in place for decades. Now they sit at the intersection of three tailwinds that are all in early innings simultaneously. The US BEAD program. Billions in federal broadband funding flowing to operators across the country with the substantial revenue contribution expected from late 2026 onward. Every dollar of BEAD funding that reaches a broadband operator is a potential $ADTN equipment order. Europe mandating Huawei removal. The EU Cybersecurity Act 2.0 would require the removal of high risk vendors from critical network infrastructure across the continent. $ADTN is one of the primary Western alternatives. Every European carrier ripping out Huawei needs a trusted replacement. $ADTN has spent 40 years building exactly those relationships. AI data center optical networking. Goldman Sachs published a landmark report calling optical networking the next mega trend in AI infrastructure. $154 billion TAM by 2028. A 9x expansion from today. As AI clusters scale the dollar content of optical networking per compute unit increases dramatically. $ADTN just launched LiteWave800 which delivers breakthrough power efficiency for AI data center connectivity. The CTO described it as the first clear example of their new strategy in action. Now look at the fundamentals confirming the momentum. Q1 2026 revenue $286.1 million. Up 15.5% year over year. US revenue up 42%. EPS of $0.14 beat estimates of $0.09 by 56%. Operating margins nearly doubled year over year from 3.9% to 6.9%. Q2 guidance of $283 to $303 million. The business is accelerating on all three fronts simultaneously. $HLIT was the cable infrastructure software story nobody understood until they did. $ADTN is the optical networking story nobody fully understands yet.

@stockplaymaker1 $ENOR in the mud bro

🚨Breaking: Iran has stopped two vessels passing through Hormuz , forced two others to turn back $EONR $USO $INDO

Fiscal 2026: record growth in Bitcoin mining and AI compute. A global clean power pipeline now exceeding 850 MW. Join us June 2 at 8:00 AM ET for our Q4 and Full Year Earnings Call. Register: us06web.zoom.us/webinar/regist…

@aleabitoreddit $MPW

There’s one very compelling name someone called out. That I ended up taking positions in for power semi exposure. Heavily tied to $NVDA but not directly mentioned like $NVTS. Can anyone guess?

@aleabitoreddit $HIVE

💠 C$3.5 billion. 💠 320 megawatts. 💠 100,000+ GPUs. 💠 800+ construction jobs. 💠 Hundreds of permanent high-skill roles. Toronto-Waterloo built the minds behind modern AI. Now it's building the machine. cryptobriefing.com/hive-digital-a…

@BryzonX Holding since $34

Alright who caught that $INOD move?

@Gubloinvestor 5mil UsD

How much money is enough to retire?

@Gubloinvestor $TSSI $HIVE

What will you buy when market opens on Tuesday?

@aleabitoreddit $HIVE is my pick you mentioned it multiple times before but now they are ready to support the AI power trade and fully ready as compute provider

All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade. Especially given $NVDA pushing shift to 800 VDC. Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world. What's your pick?

@aleabitoreddit If you had to pick one of $TSSI or $HLIT ? Which one would you pick ?

I love how pointing out that ideas and market percentage validation. Matter more than net worth. Triggered all the “trust me I’m rich” grifters selling expensive paywalls or courses. It’s good retail is starting to wake up if the older models feel threatened.

If you had to pick one of $TSSI or $HLIT ? Which one would you pick ?

@frentism @FundProphet But yes the concern is all the top managment is exDell they are going their to make it Dell arm, no incentive for getting any other customer, they never tried before

@coiningmaxi @FundProphet Once the shift in revenue mix is successful, that is likely when new customers will enter the picture.

Can someone tell me if i'm missing something $TSSI revenues are tied directly to $DELL AI server buildout. Recent transfer of dell CTO is a signal the relationship is still strong. Won't that translate into much higher revenue in the next earnings.

@P_Remarks $INOD only

Name a compelling non AI long that’s <$10B mkt cap but has 100%+ upside (aka shitco)