Equity Climb

Been holding this bad boy from whole last year and have only added on dips. Now all of sudden it became one of my biggest holding!!! $AAOI $LITE

$AAOI to $250 this week

Cannot stress enough how bullish this is for $NBIS

$NVDA will stop babysitting neo clouds with NVlink72, no more bargain.

The biggest market is still networking, but the fastest money is flowing into AI-specific interconnect layers, especially fabrics and scale-out networking. Data Center Networking is the biggest base (~$50B → ~$120B), steady growth Data Center Interconnect grows solidly but not explosive (~$16B → ~$40B) AI Networking / Fabrics is the one that goes vertical (~$5B → ~$100B) AI Network Infrastructure (optics, advanced interconnect) also ramps fast (~$10B → ~$40B) Look at where the money is moving. $NVDA is already showing it with networking exploding alongside GPUs. $AVGO and $MRVL are leaning into AI fabrics and switching because clusters don’t scale without it. $ANET is riding the same wave on the front-end. But the real torque is one layer deeper. Inside the rack, the plumbing is becoming the bottleneck. That’s where names like $ALAB & $CRDO are sitting. They don’t sell compute. They make sure data actually moves between it. And then you have the next wave forming. Optical. As clusters get bigger, copper breaks. Bandwidth needs jump, distances increase, and everything shifts to photonics. That’s where $LITE, $COHR, $AAOI and $CIEN start to matter more than people think.

San Francisco home sale in Presidio Heights at $3.8 MM over asking price

@wadhwa @emirates You need better comprehension skills to actually read english, may be you are too old next time let your son book it. You clearly never flown business class.

Absolutely disgusted with @Emirates. Bought a Business Class ticket on Expedia thinking I was flying a top class airline. At check-in they refused lounge access and treated me like dirt with the rudest staff imaginable. Flying through danger zones already had me worried , i now know why. Emirates is the airline from hell.

$NVDA With Vera Rubin NVL72, $NVDA isn’t a GPU vendor anymore they’re selling the entire AI factory Before: hyperscalers like $MSFT $GOOGL $AMZN bought GPUs and captured the real margin at scale Now: NVL72 = full rack system compute + networking + software bundled Instead of a $40k GPU you’re looking at $1M+ racks It’s not just more performance it’s NVIDIA moving up the stack and taking a bigger cut of the value which means someone else gives it up if $NVDA captures more economics per rack then neoclouds like $NBIS $CRWV don’t get the same leverage people expect. this isn’t just a product cycle it’s a power shift in the AI stack.

@CitronResearch You are too late to $NOK and too late for $AAOI. Never bet against america $AAOI is fully american company.

$NOK — why comps make it a $20 stock TODAY, not someday! Before we talk about Nokia, Citron owes readers an apology. We've been too negative on the AI data center trade. We missed it and called tops way too early. Here's what has been learned: the best trade isn't shorting the stocks that already tripled. It's finding the one the market hasn't figured out yet. That's Nokia. Who cares that it is a 52 week high....looks like it is going higher While telecom analysts are still valuing Nokia as a slow-growth utility. However, with the Network Infrastructure segment now targeting 18%–20% growth in Optical/IP, the narrative is shifting toward a high performance hardware play. The whole story in plain English Nokia makes the equipment that moves data between AI data centers. As AI grows, those highways need to get wider and faster. Nokia builds the highways. A year ago, Nokia bought a company called Infinera , which meant Nokia went from reselling other people's chips to owning its own chip factories. That's a huge deal. Every other company in this space that owns their own chips (Lumentum, Coherent) trades at a massive premium. Nokia doesn't yet. The market hasn't caught on. Nokia also hired a new CEO last year Justin Hotard, who came straight from running Intel's AI business. This is not a telecom guy. This is an AI guy now running Nokia. And in October, Nokia signed a $1 billion partnership with NVIDIA that came with an investment. Last $NVDA investment Citron told you about was $NBIS when it was $20 a share...yes ! Now the numbers. Nokia management has literally told investors what the company will earn in 2028. Add it up and you get roughly 50 cents per share in earnings by 2028. That's their number, not ours. Here's the thing nobody's doing the math on: every other AI infrastructure stock is already priced based on what they'll earn in 2028. Ciena trades at 49 times those earnings. Coherent at 46 times. Apply the same math to Nokia 50 cents times 49 and the stock is worth $24.50 right now. Today!! And here's gravy. On last week's earnings call, the CEO said , out of nowhere, nobody asked — "a big milestone later this year with NVIDIA." Seven Wall Street analysts were on that call. None of them followed up. None of them asked what he meant. When Lumentum got its NVIDIA moment, the stock went from $49 to $960. Nokia just told you its NVIDIA moment is coming this year. And the stock hasn't moved. That's the whole trade. Nokia is the AI infrastructure stock the market forgot to reprice. Missed the first wave of this. We're not missing the second.

$NET is a great company for long haul, I am in this name since 2023 and I think it is ready for next leg up with AI agents taking over the world in h2 2026 and h1 2027

Last year I bought 100 shares of $NOK and some long 2027 options. All of them have paid off extremely well. I this $NOK is positioning itself well for 6G integration. Interestingly enough, $AAOI is actually a supplier of laser diodes to transrecievers used by $NOK

$CLS at $400 now, it is deeply embedded in every Hyperscalers supply chain. It has still gas left in it to run.

I have been selling $NVDA, I am still extremely bullish on this name but I think for next few year there are better names who will give you better returns. Still own significant amount of $NVDA across my 5 portfolios. I am just doing annual book keeping to sell and buy more positions later.

$SMCI is sitting in one of the most awkward spots in tech right now. Management needs a serious overhaul — starting at the top. The accounting scandals, the governance mess — you can’t rebuild trust with the same people who broke it. Bring in fresh American leadership that actually wants to fix this. the underlying business is genuinely good. $SMCI is the only US-based ODM at scale. Every other major ODM builder is sitting in Taiwan with razor-thin margins. SMCI actually makes money doing this. That alone is underrated. And the AI rack game is changing fast. These aren’t just boxes with GPUs anymore. Today’s AI infrastructure is a tightly integrated system: •NVIDIA GPU platforms (HGX, GB200 NVL racks) •Custom ASICs (Google TPU, Amazon Trainium) •Liquid cooling loops •High-speed interconnects (NVLink, InfiniBand) •Rack-level power + thermal orchestration ODMs who can actually build this — not just ship servers — are quietly becoming the most important players in AI infrastructure. They’re influencing rack architecture. They’re integrating full AI clusters. They’re deciding who gets to scale fast and who doesn’t. $SMCI can be that company. But they have to make hard decisions first. Clean up leadership. Rebuild credibility. Because right now the stock is being held hostage by their own reputation damage — not by the business fundamentals. Fix the trust problem, and the re-rating writes itself.

$AAOI just keep giving!!!

$AAOI to $250 soon

@crux_capital_ I personally have sold my small position in $AXTI, I like the company but theres very high likelyhood that geopolitics will not let this name run to its true potential.

$AXTI I listened to the whole call Some Positives: > Significant backlog increase >$100m > Selling globally outside of U.S. > Can sell to U.S. customers based outside of U.S. > Capacity ramp going better/faster than expected > Sees themselves as the strongest in ramping > Locking down raw material supply > Doubling, then doubling again capacity > Direct communication with end customers > China growth is visible and real Some Negatives: > Still doesn't have U.S. permits > Permits are completely out of their control and uncertain > Even at max capacity in a few years, hard to underwrite mkt cap for me (sentiment aside) > Material cost is higher, so price increases are used to offset > Customers are working to lock in as much supply as possible with Axt competitors What are all your thoughts? Bullish, neutral, bearish?

@ToanDiep Agree they will split 10:1 and then run again.

@equityclimb1 This reminds me of SMCI, but $SNDK might split before that.

$SNDK $2000 is imminent

$GOOG earnings : $GOOGL did about $110B revenue this quarter, up ~22% YoY. That puts it right between $META and $MSFT in terms of growth. $META is growing faster at ~33%, while $MSFT is around ~17–18%. So Google is not the fastest, but it’s still putting up strong growth at massive scale. Search is still the core. Roughly $60B from search, growing 19%. Compare that to $META, which doesn’t really have search, and $AMZN ads ($14B, growing ~24%). Amazon is growing faster in ads, but Google is still 4x bigger in that category. That tells you Google still owns intent traffic in a way no one else does. YouTube ads came in around $8B, growing ~20%. That’s slower than TikTok (private but estimated ~30%+ growth), and slightly behind $META’s Reels monetization ramp. So in short-form video, Google is not winning outright, but it’s still very competitive and monetizing at scale. Cloud is where things get interesting. $GOOGL Cloud did ~$20B, up ~63%. That is faster than both $AMZN AWS (~28%) and $MSFT Azure (~35–40%). This is the first time Google is clearly outgrowing both in cloud. That matters because AI workloads are driving this, and cloud is where long-term enterprise money sits. Operating margin in Cloud is improving too, which is important because AWS and Azure are already profitable. Google used to lag here, now it’s catching up while growing faster. Now the hidden signal most people miss: search growing ~19% despite all the AI noise. Everyone expected AI to eat search. Instead, search is still compounding. Compared to competitors, $META depends on feeds, $AMZN depends on ecommerce ads, but $GOOGL still controls the highest-intent queries. Another subtle one is subscriptions. Around 350M paid subs (YouTube Premium, Google One, etc). Compare that to $AAPL with ~1B+ paid subs across services and $MSFT with Game Pass/Office. Google is behind Apple here, but it’s quietly building a recurring revenue layer outside ads.

@SpecialSitsNews I think this right here is inflection point for energy, something needs to happen or AI ambitions gets cooked

Memory has been the AI bottleneck this year but power will be an even bigger one next year… $MU $SNDK $DRAM