DUSK

Serenity is starting to look into humanoid robots. I’m buying the stock that gives eyes to the robots! $OUST is here literally staring at us 👀

注意 $nok 的远期IV在上涨。 Maybe something

To make things even spicier. $SIVE is run by UC Berkeley CEOs and $LITE executives. And the ownership cab table is now controlled by American institutions/investors. I’d expect things to speed up on NASDAQ listing as American institutions are heavy fond of executive teams + cap tables like this. US/Silicon Valley is now speedrunning a Swedish in name photonics company.

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?

$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs. Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA) - Probably $AMD here for Instinct MI300/MI400. March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph) - Very likely $INTC has been their lead customer. March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO ) - New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers (All speculative, very confidential BOM) Regardless. This timeline is just bottling up for $AEHR. Could be next earnings. Or two quarters from now. But feels like a matter of time before we see mass orders.

I initiated a position in $WOLF yesterday. I bought the stock at $36.  I discovered Wolfspeed as they are an indirect supplier of Filtronic. The space communication tech is rapidly developing. Filtronic is buidling GaN on SiC E-band and V-band amps. I predict that this market will grow rapidly in the upcoming years.  Filtronic is buying the GaN on SiC amps from $MTSI. MACOM bought this division form Wolfspeed. $WOLF sold this division in order to make sure they can be entirely focused on their SiC division.  They still have a sales agreement with MACOM and are selling their 200mm SiC wafers to MACOM. While most competitors are still refining the 150mm SiC wafers, Wolfspeed is already developing 300mm SiC wafers.  300mm SiC wafers are a game changer for datacenters and for space. 300mm SiC wafers provide 4x the surface area of 150 mm SiC wafers. This geometry yields vastly more chips per wafer and reduces edge waste, drastically lowering the manufacturing cost per device through economies of scale.  $WOLF is currently valued at ~$1.7B with an EV of ~$2.6B and ~$800m debt. The market is giving zero premium for future growth or IP. Being the main innovator in the SiC space, I think the market will soon start to give a premium again.  Their main sales market now is the EV market. Which is unreliable and often cyclical. I understand the market does not want to give a premium for this. But with the change to 200mm SiC wafers and 300mm SiC wafers, they enter the datacenter and space market.  Wolfspeed is not without risk. The company basically went bankrupt in June 2025. They needed protection from chapter 11. They have negative free cash flow with ~$800m debt. They need to invest heavily in R&D for the 300mm SiC wafers and got some competition.  They needed government funding under the chips and science act, securing a first $750m with the possibility on another $1B.  I’m willing to take this risk as I believe 300mm SiC wafers will be a real game changer. Even with the 200mm SiC wafers, they were able to grow the datacenter segment with 50%. This segment will become more and more important for them. The market is not pricing this in at all.  Please note that they report earnings tonight after the bell, which is not ideal. They are still dependent on the EV market (75% of the revenues). So, it can be that they miss earnings tonight but still confirm my thesis. If you don’t feel confident in the thesis, please wait until after the earnings tonight before possibly initiating a position. It’s possible that the stock drops 25% due to the EV market but confirming the datacenter thesis.  Please note that this is not financial advice. I just map my own financial journey. If you want to initiate a possition, make sure you do your own research.

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