Athu Invests

@EndicottInvests Claude for writing, Grok for finance & search, Perplexity for ideas & search, Gemini for documents. Claude is a bit slower than ChatGPT. But its answers are way better!

Everyone I know has switched from ChatGPT to Claude Whether it’s work or personal Definitely anecdotal but feels like Claude is in #1 rn How is everyone else’s experience?

@jrouldz I am not touching that. 😶

$SNAP Safe to say the support line was lost 😅 anyone catching the falling knife here? 🫣

@retail_mourinho The price we pay for being in stocks that are more volatile but are high-growth ones. Great numbers RM!

My portfolio went from yesterday intraday +97% YTD to +73% YTD today. Insane market.

@moninvestor Good luck 👍🏻 I am 25% up YTD. $IREN isn’t bad. Just don’t see much light for them beyond 3-4 years. $NBIS will end up becoming the 4th hyperscaler.

For transparency, my portfolio hasn’t made any progress this year. My portfolio is down 0.3% YTD, while the $SPY index is down nearly 5% YTD. $IREN is my biggest holding. It’s down 50% from its ATH and 11% YTD. We’re only three months into the year, and I’m confident my portfolio will finish in the green by year-end.

@Gubloinvestor I really like $NU more than $SOFI.

$SOFI below $16 who is buying?

@bdinvestingg Meta is a BUY for me at these levels! ✨✨✨ stars out of 3.

$META now down -30% from ATH , or you buying or selling ?

@aleabitoreddit $META > $RDDT > $PINS > $SNAP

Are we not using social media anymore? $SNAP down -50.6% YTD $RDDT down -44.6% YTD $PINS down -32.2% YTD $META down -26.35% 6M Companies like Snapchat with excessive SBC makes sense… Yeah there’s bear cases around Meta capex but it’s growing forward revs 30-33% Y/Y round ~17 fwd p/e so that spend is definitely delivering ROI. But at this point the selloff looks way overblown especially with Reddit with fwd ev/fcf: ~24x; 91% gross margins, 52% growth? Everyone’s hyper focusing around “AI” disruption but if anything, it makes these social media companies more lean/profitable. I’m a buyer here. But a confused one.

chatgpt deleted ❌ claude is for writing ✍️ grok is for finance & images 💵 gemini is for documents 📄 perplexity is for search 🔍

@InvestingVisual Great point on risk factor. I got what you meant. That is why it is not more than 5% of my portfolio. Considering 10x revenue in 2 years, if execution is perfect, then we have so much upside potential in $AAOI.

I see a lot of bullish post about $AAOI but barely anyone talking about associated risks. One of them being extreme customer concentration. According to SEC filings, Digicomm, $MSFT and $ORCL account for ~91% of revenue. Know what you own, and don't blindly follow pumps.

@Gubloinvestor Meta is a 3 out of 3 stars for me. ⭐️

Glad sold $META on earning in TFSA haha.

@DividendRob Keep going brother ✨ cheering for you!

I’ve never had a payout of $100 or more. I’m hoping these numbers will get me there 🙏

Save this! Will be pretty useful people. Would love to come back to this in a few months. 🙏🏻

🚨 MAG 7 DIP ALERT: These are the ones I’m looking 👀 at right now! $AAPL: $252.89 (ATH $285.92 - down ~11.6%) ⭐️ P/S 8.5 | Fwd PE ~30 | Latest qtr rev +16% | Proj next yr rev ~8-10% $MSFT: $365.97 (ATH ~$540 - down ~32%) ⭐️ P/S ~9.3 | Fwd PE ~25 | Latest qtr rev +16.7% | Proj next yr rev ~13-15% $NVDA: $171.24 (ATH $207.02 - down ~17.3%) ⭐️⭐️ P/S ~19-20 | Fwd PE ~25-30 | Latest qtr rev +73% | Proj next yr rev ~40-50%+ $AMZN: $207.54 (ATH $254 - down ~18.3%) ⭐️⭐️⭐️ P/S ~3.2 | Fwd PE ~29 | Latest qtr rev ~13% | Proj next yr rev ~12-15% $META: $547.54 (ATH ~$788 - down ~30.5%) ⭐️⭐️⭐️ P/S ~7.6 | Fwd PE ~20 | Latest qtr rev +24% | Proj next yr rev ~18-20% $GOOGL: $280.92 (ATH $343.45 - down ~18.2%) ⭐️⭐️ P/S ~9.1 | Fwd PE ~26 | Latest qtr rev ~16% | Proj next yr rev ~13-16% $TSLA: $372.11 (ATH ~$490 - down ~24%) ⭐️⭐️ P/S ~14.4 | Fwd PE ~185 | Latest qtr rev -3% | Proj next yr rev ~15-25% Long-term AI/cloud/ad growth and monopoly still intact. What are you buying folks? And how would you rate each?

$RKLB - An opportunity has been presented again anon. Will you take it?

@Sam_Badawi Discretion is so important in the stock market.

$VCX down almost 50% now! It's better to be out of a trade wishing you were in than in a trade wishing you were out.

@amitisinvesting We get an opportunity to buy more! $MU 😆

well Mr. President, you are now getting a lower stock market and higher oil prices today 😂

@StockSavvyShay Micron-Google is in its NVIDIA-DeepSeek moment. Love this dip! Do red lights make you happier than green lights sometimes? I feel like a child going to the shop buying candy.

$MU now trading below 4x earnings 😳

@anni_sen AI is cancelled, savage! 😂

Software was hosed, now semi is hosed and AI is cancelled. $MU down 20% since last Friday.

Photonic stocks just got slammed today. Here are 3 stocks in my portfolio and why they stand out for me: - Soitec ( $SOI / $SLOIY ): They own the silicon-on-insulator (SOI) wafer market - the foundational substrate for next-gen silicon photonics. Western SiPh monopoly at ~2.4x P/S. When CPO moves from pilot to production inside AI racks, these wafers go from niche to must-have. Pricing power is real here. If the inflection hits as expected, this valuation looks absurdly cheap in hindsight. - Sivers Semiconductors ( $SIVE ): Pure-play laser supplier for the CPO wave. They make the critical CW DFB lasers that light up high-speed optical I/O. Direct exposure via partnerships with Ayar Labs (Amazon Trainium pipeline) and POET (Marvell/Microsoft Maia ties), plus Jabil already shipping their tech in 1.6T transceivers to Amazon, Meta, etc. Market cap just dipped to ~$330-340M after a 22% drop. Still early, still underfollowed, massive asymmetry if CPO adoption accelerates. This is the kind of name that can rerate violently once the orders flow. - Applied Optoelectronics ( $AAOI ): Already past the “story” stage - they have real revenue and manufacturing scale today. The bull case is a multi-year optical component ramp tied directly to AI infrastructure buildout. If their 2027 revenue trajectory even partially materializes (8-10x growth potential), today’s valuation will look comically compressed. AI scaling is no longer bottlenecked by energy, compute or memory alone. The interconnect layer is the new chokepoint. Photonics solves it. The hyperscalers are already voting with their wallets. The market hasn’t fully repriced this foundational shift yet. Today’s blood-red tape in photonics? It’s not a warning - it’s a handover. Volatility is the feature, not the bug. The names with real technology, real customers, and real scale will be the ones left standing when the next leg of the AI buildout kicks in. Position accordingly. NFA. DYOR. But if you’ve been waiting for a clean entry into the CPO/SiPh supply chain… the dip just served it up.

Arkady Volozh explicitly stated, "Think about Nebius as a fourth hyperscaler". He argues that Nebius earns this title not just by its massive scale, but through its "full-stack" approach, which distinguishes it from companies that simply lease data center space or resell hardware. So bullish! $NBIS