Austin Wang

Needham Upgrades $COHU to Buy from Hold, PT $30 Analyst comments: "We are seeing HBM growth and, more importantly, the increased innovation in HBM will likely drive upside for semiconductor capital equipment, especially back-end semiconductor capital equipment. We are upgrading BESI to Buy and naming BESI as our Top Pick, as we predict hybrid bonding will get adopted in HBM. We also think the Groq/SRAM story could help hybrid bonding and BESI in a surprising way. We are also upgrading COHU to Buy and see COHU as an underappreciated HBM play. We are raising price targets for KLIC and ONTO as well. Overall, we believe in 2026, back-end semicap will outperform front-end semicap, and encourage investors to look for names in this space that has been forgotten for a while." Analyst: N. Quinn Bolton

you know those old fujianese men on eldridge were wondering where he got that hat from

not this rat learning to drive before i do

@MinhTran____ just got that something special

i could've told you a year ago that tung tung tung sahur was gonna be the one to make it out the mud and separate himself from the pack

@tankots @WisprFlow Wispr flow

We offered 5 people a Porsche 911 GT3 RS if they could get @WisprFlow to make a mistake It's the fastest and most accurate AI voice dictation app that's 3x more accurate than ChatGPT, Claude, or Siri. Today, we’re finally launching on Android. Download now: play.google.com/store/apps/det… As a part of the launch, we’re giving away 6 months of Wispr Flow Pro for free. Like, retweet and comment ‘Wispr Flow’ to get it. Enjoy. — Written with Wispr Flow

@MinhTran____ its so bad

hate seeing people who look like rotten milk call this movie “mid”, makes me almost wanna defend it even though there are more misses than hits

@grahamfergs @SkyEcosystem @compoundfinance @Uniswap @aave @CurveFinance @synthetix real ones remember @BaoFinance

too many people in crypto today don’t know the history of DeFi and it shows. study @SkyEcosystem (Maker) @compoundfinance @Uniswap @aave @CurveFinance and @synthetix and how they are all intertwined. their work paved the way for all of us today.

@grahamfergs @Securitize bet on yourself.

4 years ago I was in an entry-level tech sales role making 150 cold calls per day. today I'm Head of Ecosystem at @Securitize bringing all of traditional finance onchain. only in crypto. bet on yourself.

@punter_punts 🚀🚀🚀🚀

thoughts on lqr house?

@grahamfergs 🥳

11/ As most of you probably know, I'm based in NYC. If you're in the area and want to catch up, share ideas and brainstorm - or just chat about anything that inspires you, hit my line. DMs open. Looking forward to the next chapter...stay tuned.

1/ As some of you may know by now, I recently made the difficult decision to move on from @OmniFDN. Decisions like these are never easy, but I am excited for what's next and believe Omni's best days are ahead. A bit on my story and what's on the horizon: 👇🧵

@elliot_garreffa lfggg

what you can achieve when you dedicate all your effort and focus is incredible i've been quieter this week on X as we've seen some huge growth across other platforms and closed a number of new clients progress update coming soon 👀

@grahamfergs they aren't new yorkers they're larping and/or have no friends

kinda wild the # of new yorkers threatening to "leave the city" in the wake of Zohran's (primary) win. much comes down to misunderstanding of how city gov actually works. 2 key points: 1) tax law is up to state legislature - mayor cannot unilaterally change anything. 2) most of Zohran's policies such as rent freezes, unrealistically high min wage, free buses, etc won't be enacted (study tenures of Johnson in Chicago, Breed in SF, DeBlasio here in NY....) Zohran won the viral marketing game with unrealistic promises and clickbaity celebrity content. this works when you are catering to a very homogenous base of voters in a city like NY, but not at a nat'l level (one of many reasons Kamala lost in '24). this is a phase and it will pass. anyway, I'm not never leaving NY and neither would you if you understood how policy is enacted. good reminder to read up and understand how governing works before you threaten to leave the greatest city in the world.

@grahamfergs @NTBro @JohnNahas84 @luigidemeo @HeslinKim @mirza @jayendra_jog @voteforpedrito fire

a few friends / mentors I've caught up with this week who have taught me a lot: - @NTBro - @JohnNahas84 - @luigidemeo - @HeslinKim - @mirza - @jayendra_jog - @voteforpedrito

@elliot_garreffa @clippit_app @ghostteam_ai need this!!

SEO at Clippit is now 80% automated with AI aim with @clippit_app is to see how automated we can make the growth growth engines i'm building with @ghostteam_ai for us and our clients, are being put to use at Clippit will launch full guide on how to build this soon 🚢🚢

@alexlandings GHOST METHOD

i've generated over 100m+ views for my friend's consumer app through mass short form content and we only spent $12k ($0.20 cost per install) we utilized the "ghost creator" method It involves having hundreds of people posting for your app, and i set it all up for him comment "GHOST METHOD" and i'll send you how i did this (must be following)

@MinhTran____ @thefader Good work

Ahead of Game 4 tonight, I wrote a bit about the wave of Knicks fandom in New York (good), amidst a cultural decline of New York basketball in the areas that make it "the Hoops Mecca" (not so good) for @thefader thefader.com/2025/05/27/kni…

@Strike_Commerce AGENT

@levikwelch list

Weekly reminder to never buy an Apollo plan, Love Apollo but their pricing is 👎👎👎 I get the exact same Apollo lists for 1/10th the price. Like + Comment list - I'll dm you how I do it. (must be following)

@sofiakzahra Interested

I cracked how to sell AI agents to home services companies. Built a playbook on my strategy, and actual emails and call scripts that closed >8 customers per month. Like + comment and I will send the link to you.