Goofy

@nevergonnaeasy @takis2910 So..is bullish for Data Center? 🤔

@takis2910 This is good data, but semiconductor production and exports tend to be weak at the beginning of a quarter and strong toward the end. It is still too early to draw any firm conclusions.

Taiwan's April 🏭 production growth slowed as 🗝️ #chips output dropped to 11% y/y (was 26%), shallowest rate in >2yrs. Note 🇨🇳 semi-conductor output accelerated by 22%, outpacing 🇹🇼, whilst 🇺🇸 is short 10%. Trend (is your friend, or foe?)

@takis2910 So..is bullish for Data Center? 🤔

Global PC shipments grew 2.5% y/y in 1Q'26 according to IDC as folks rushed to avoid higher prices from memory #chips "shortage". Double-digit 💻 declines anticipated for rest '26 with America already leading shutdown. 🥶Blue ( Screen of Death )

@PepInvestStocks Their balance sheet is poor, their free cash flow is negative, and they have billions in debt. Their short-term debt (1 year) is greater than their cash on hand. Did they make any good deals to mitigate that impact? Otherwise, their shares will be diluted.

$TSM $NXP $INTC 👉 Siltronic

@Kaizen_Investor Do you think that after the capital flight from Filtronic this stock is still advisable?

$CML.L is an interesting micro-cap and partner of Filtronic. they are an essential fabless semiconductor supplier for mission-critical communications. The commercial satellite and high-frequency 5G infrastructure tech is rapidly developing. Through its recent acquisition of Microwave Technology (MwT), CML is building Gallium Nitride (GaN) and Gallium Arsenide (GaAs) MMIC amplifiers for the aerospace and defense sectors. CML is pivoting away from just legacy two-way radio chips to high-frequency mmWave tech. While many larger competitors are fighting margin wars in consumer electronics, CML is strictly focused on high-margin, highly regulated industrial, defense, and space markets. I believe their shift to higher-frequency GaN/GaAs components and their expansion into the ITAR-regulated US defense and satellite markets will be a real game changer. Even during this severe cyclical downturn, they were able to secure a massive 12-year, $30M design and supply contract for industrial GNSS equipment. This high-frequency segment will become more and more important for them. Want to dig a bit deeper but certainly an interesting company.

@NoahKingJr anticrist

What’s coming after Artificial intelligence?

@PhotonCap Valió la pena cada 50$ dólares 😫🤑💸 gloria a Dios

$SIVEF 어느덧 포트폴리오에서 10프로가 훨씬 넘는 비중이 됨 수수료 50불 아까워서 희석시키려고 불평하며 살때마다 나름 크게 샀는데, 수수료에 감사한 상황...🤔

@strongholdpay 😫📉

Electricity prices can turn negative when supply exceeds demand. Which solution matters most for grid stability?

@KairosPraxis $Silex in US? 🤔

Lumentum - Overnight success, a decade in the making. $LITE CEO was asked about Chinese competitors catching up at a recent conference and I loved his answer. Their famed OCS technology is the result of 10 years of R&D (*cough* with $SILEX and $P4O). High powered lasers being used for undersea applications, re Got me thinking, which other company has been working on OCS for 10+years? Huber-Suhner $HUBN. They acquired Polatis (which makes the piezoelectric OCS in 2016)

@Alexsei88 $uamy

Huhhuh!! Nyt alkoi taas tapahtumaan kriittisten mineraalien ympärillä! Nyt myös Kiina alkaa vauhdittamaan varastojensa kasvattamista. Luulen, että volframibullissa saattaa olla vielä polttoainetta jäljellä!! 🍀 Next leg up!? #Tungsten $EQR.AX $GMTL

@InvestmentGuru_ Full short? 🤔

$TE short report

@cekdrew $UAMY 😫

Are we cooked chat? VERY interesting language used here. “China will address U.S. concerns” …but what does that exactly mean? It’s incredibly open-ended, which makes it odd to see phrased this way in an official fact sheet. It doesn’t say that China will relax any restrictions or plans, but simply “address U.S. concerns.”

@Stevendiaz $CML microsystem plc

@blitzdolls I will check them 👍

Esta tarde estaré analizando unas cuantas empresas y las iré publicando por aquí. Cuál os gustaría que analice?

@yieldsearcher SoH? What's.. 🤔

Game theory, too, suggests a monetary reset is a better route than reopening the SoH for the US at this stage. 5.5 months left till the midterm. Even if the SoH reopens tomorrow, will be too late to repair damages in time. Better to keep pressing the disruption and see it thru.

@Stevendiaz $UAMY 😫

⚠️NO TE ENAMORES DE LAS EMPRESAS⚠️ Uno de los errores más comunes a la hora de invertir, es soltar las empresas. A veces, tanto si van bien como si van mal. A veces puedes lle una empresa que sube +200-300-400% y de por medio tiene un “pulllback” del -20-40-50% y no sabes si venderla o mantenerla porque puede volver a subir. ¿Qué me hace a mi pensar si soltar o no una empresa así? Sigue 👇

@ContraInvest Estoy seguro que USA tendrá que subir las tasas será como un 2022 pero no sabemos ahora cuando pero Trump lo sabe estoy seguro que inyectara liquidez al sistema y dejara al próximo gobierno esto.

Tengo que decirlo. Me parece que esta es la situación de mercado más interesante que he visto desde 2008 (nada que ver con 2008, es que aquello fue insuperable). Es una mezcla explosiva de 1973 con el final de los noventa.... por donde no sabes por donde van a ir los tiros. ¡Sólo quedar observar los rastros que van dejando la economía y los mercados! P.D. Este pensamiento me viene mientras trabajo en la próximo presentación para la Masterclass del miércoles.

@RippleXity 😫 for years 📉

Follow @RippleXity to stay updated on the $XRP Ledger.

@Nashaway 😫 really?

$UAMY Gov’t money flowing. DLA deliveries started. Smelter expansion nearly live. FY26 guide unchanged: $125M.

@StellarOrg -70% 😫

Bringing financial services onchain with Stellar solves real, everyday problems for Bermudians ⬇️ 1. Bermudians lack access to mobile money apps.

@wallstengine Where is IPO? 🤔

SPACEX IPO PROSPECTUS COULD DROP AS SOON AS NEXT WEEK CNBC reports SpaceX is planning to publicly disclose its IPO prospectus as soon as next week. The company confidentially filed in April. The roadshow is expected to begin June 8. SpaceX is targeting a historic offering after merging with xAI at a combined $1.25T valuation. The reported IPO size is around $70B-$75B. That would be more than double Saudi Aramco’s record 2019 IPO.