@potato02280 Think worth doing some research on it — it is listed in UK
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grindingmacro
1.6K posts
grindingmacro
@grindingmacro
Philosophy, literature, war.
Katılım Mart 2020
201 Takip Edilen360 Takipçiler
@AJeldi2 This is big and do not think people are aware how important/essential $VELO is for the rearmament theme
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New 3D-printed engine hits 1,000 lbf thrust for US drone fighters interestingengineering.com/innovation/bee…
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Another seven Argotec HEO satellites with $unibap onboard recently got sent up to orbit!
Batch 3 order soon?
linkedin.com/posts/aurora-b…
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@SpaceSector001 $ONDS is building an empire. I would add that one thing that most people aren’t aware of is that
$PRZO is a BIG partner of $ONDS through Airobotics, which integrates its tech into products & is the company which produces the Iron Drone Raider.
x.com/grindingmacro/…
grindingmacro@grindingmacro
1/11 $PRZO — Israeli counter-drone micro-cap that it is still quite unknown but which numbers improved notably. Forward EV/Sales (FY26E): $PRZO 1.3-2.3× ($17M) $RCAT ~20× ($1.5B) $UMAC ~30× ($700M) $DRO.AX ~10× ($2.2B) $KTOS ~10× ($17B) A short thread on this company.
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$ONDS: Sourced from Haaretz
Israel Deploys Net-launching Interceptor Against Hezbollah Fiber-optic-guided Drones
The Iron Drone Raider ( $ONDS) is an automated, AI-driven technology developed by Airobotics that combines radar with interceptor drones to detect and respond to threats
The Israeli military has begun deploying drones equipped with nets in an effort to intercept explosive-laden Hezbollah
That's all I can post from the article because I don't want to get into politics. But that part is the me tion for Ondas
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@Sofigoodboy Have any views on $ENSI? It looks like it is an unknown company even for semiconductor thematic investors
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@investingluc Worth taking a look at $PRZO which is an Israeli nano-cap counter-drone company and also an important partner of $ONDS through Aerobotics.
x.com/grindingmacro/…
grindingmacro@grindingmacro
1/11 $PRZO — Israeli counter-drone micro-cap that it is still quite unknown but which numbers improved notably. Forward EV/Sales (FY26E): $PRZO 1.3-2.3× ($17M) $RCAT ~20× ($1.5B) $UMAC ~30× ($700M) $DRO.AX ~10× ($2.2B) $KTOS ~10× ($17B) A short thread on this company.
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A thought on sentiment/narrative:
When $LITE was < $200 I was told optics were so far away from real, meaningful deployment
When $LITE was $300 I was told it was overvalued
When $LITE was $400 I was told it was overvalued
When $LITE was $500 I was told we peaked
When $LITE was $600 I was told optics is a bubble
When $LITE was $700 I was told it will drop 50%
When $LITE was $800 I was told it was overvalued
$LITE is at $900 and I am being told it's overvalued
What do we think might happen if it hits $1000?
The funny thing is, you could've made a legitimate argument and angle for everyone one of these statements at the time. But yet, the stock continued to go up.
I have made several calls on stocks that I don't think should deserve to go up, and they did anyway.
Sometimes it's just best not to fight the trend
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@Million_Sancet Any thoughts on $ENSI (EnSilica)? It seems unknown even for semiconductor thematic investors
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We are so early that the opportunity is almost absurd for all from $SIVE to $IQE and $LPKF
Goldman Sachs’ Incomplete Map:
They’ve sketched out the structure but completely overlooked the foundations and the components that actually make the whole thing work
If you want to understand where the real value lies the value this report flagrantly omitted just look at this:
- Substrates & Foundries:
They ignore $SOI (Soitec), even though every photonic chip $TSMC manufactures for NVIDIA starts on their wafers
And regarding fabrication, they mention $TSMC but forget Tower ( $TSE ), arguably the leading independent photonics foundry, which is currently tripling its capacity
- The Epi-Wafer Layer:
Goldman jumps from lasers to optical engines without recognizing who actually grows the epitaxial layers
This is where $IQE ($400M mcap) stands out as a total anomaly compared to giants like Sumitomo ($52B mcap)
The asymmetry is ridiculous; the upside potential just shot up 50x
- Equipment & Processes:
No mention of $AIXA (Aixtron), whose MOCVD reactors are used by EVERY listed laser manufacturer (Sumitomo, Lumentum, VPEC) to grow their material
You won’t find $AEHR either essential for wafer-level burn-in testing
Nor $LPKF with its LIDE technology for glass-based integration
- Next-Gen Lasers:
They left out $SIVE (Sivers), despite the fact they manufacture InP lasers specifically designed for the silicon photonics integration that will dominate this cycle
- The Supercycle Numbers:
Why is this insane?
Because Goldman projects the optical networking market will explode from $15B to $154B
That’s a 9x increase, with CPO (Co-Packaged Optics) as the absolute king, contributing $91B
Goldman has seen the forest, but they have no idea which trees actually make it up
We are standing at the edge of the next supercycle, and most people don’t even realize the party has already started
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@equitydd EnSillica, it is listed in UK. Tiny market cap 40m GBP vis-a-vis backlock ($400m), recently won $100 to design semiconductor for a space company.. See my point?
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Semiconductor Foundries🧵
$TSM (Taiwan Semi)
AI monopoly at leading edge (3nm/5nm) → pricing power + unmatched demand visibility. Extreme customer concentration + geopolitical overhang (Taiwan risk)
$UMC (United Microelectronics)
Mature-node volume leader → steady cash flows from auto/industrial chips. Limited AI upside → pricing weak in downcycles, commoditized nodes.
$GFS (GlobalFoundries)
US/EU strategic foundry + specialty nodes (RF, auto) → geopolitical premium. No leading-edge roadmap → structurally capped growth vs TSMC.
$INTC (Intel):
Foundry pivot (IFS) + advanced packaging → massive upside if execution lands. Execution risk remains high → years behind TSMC, heavy capex burden.
$TSEM (Tower Semiconductor):
Specialty analog/RF foundry → sticky customers + high-margin niches. Small scale → limited operating leverage + slower growth profile.
Samsung Electronics (KRX: 005930)
Only real alternative to TSMC at leading edge + vertical integration (memory + logic). Yield/execution lag vs TSMC → struggles to win/retain top-tier AI customers
$TXN (Texas Instruments):
Internal fabs + analog dominance → FCF compounding machine long term. Industrial/auto cyclicality → near-term growth tied to macro slowdown.
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@MyQuant_um @nvidia @infleqtion Don’t think people realize — and I am sure people doesn’t price accordingly — that $INFQ is the quantum company with the most variety of fields applications across this space. Clearly it is the one that is leading the theoretical and empirical development of quantum.
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Sometimes going back to Sam Stanwyck (Director of Quantum Products @nvidia ) post on linkedin about their partnership with @infleqtion helps reaffirm just how deep they are entangled together!!
$INFQ $NVDA
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🚀 Top 5 Stocks for the Next Decade
The AI revolution is just getting started.
Here are 5 top stocks to buy for the next decade, powered by massive tailwinds in semiconductors, cloud AI, and next-gen healthcare:
1. $NVDA – AI GPU kingpin 👑
2. $AVGO – Custom AI chips, cybersecurity, and more
3. $TSM – The foundry fueling it all
4. $MSFT – Azure + AI software powerhouse
5. $LLY – GLP-1 pharma rocket
Which one are you most bullish on for the long haul? Drop your thoughts below! 👇
#Investing #Stocks #AI #LongTermGrowth #money
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@MarcHuntpi I am no expert on this sector, but have been holding $DGXX for a while and will continue to do so — it screens as HUGELY cheap vis-a-vis competitors.
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If you're curious about Goldman's Report:
They expect "significant EPS upside" among:
1. Optical modules and engines
2. CW lasers and EMLs
3. PCB/CCL manufacturers
Here's the massive cheat sheet:
Laser / Light Sources (SiPh): Sumitomo, Furukawa (5801), Landmark (3081), YJ Semi, $LITE, $COHR $AVGO, Etern (600105.SS), Everbright Photonics (688048.SS), Shijia Photons (688313.SS), Applied Optoelectronics (AAOI), Accelink (002281.SZ), Mitsubishi (6503.T)
Laser / Light Sources (EML): Lumentum (LITE), Coherent (COHR), Broadcom (AVGO), YJ Semi (688498.SS), Etern (600105.SS), Sumitomo Electric (5802.T), Everbright Photonics (688048.SS), Shijia Photons (688313.SS), Source Photonics (Private), Mitsubishi (6503.T), Accelink (002281.SZ), Furukawa (5801.T)
Passive Optical Components - Couplers / Splitters: FOCI (3363.TWO), Senko (Private), AFR (300620.SZ), Everprox (300548.SZ), Lumentum (LITE), Coherent (COHR)
Passive Optical Components - Filters: Shijia Photons (688313.SS), Sumitomo Electric (5802.T), Lumentum (LITE), Coherent (COHR), Viavi (VIAV), FOCI (3363.TWO)
Passive Optical Components - Attenuators: Everprox (300548.SZ), Accelink (002281.SZ), FOCI (3363.TWO), Lumentum (LITE)
Passive Optical Components - WDM: AFR (300620.SZ), Everprox (300548.SZ), Accelink (002281.SZ), Ciena (CIEN), TFC Optical (300394.SZ), Lumentum (LITE), FOCI (3363.TWO)
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@Craaazy1231 I prefer $ENSI which is still unknown company and tiny market cap vis-a-vis backlog/current revenues
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$SIVE
This is insanely bullish for the next few years.
Serenity@aleabitoreddit
Goldman Sachs Projections on Optical Networking. Aggregate TAM would increase 9x: From $15B to $154B. CPO contributes $91B. What the actual? Yep... And another confirmation why I'm so incredibly bullish on CPO names like $SIVE (laser), MSSCorps (yields), or Shunsin (packaging). This is frontrunning the next supercycle. I don't think people realize how wild these projections are yet.
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@itschrisray I think it could be the start of people discovering this company. There is no sense in being bullish physical AI theme and not being UBER-bullish on $OUST, which is the central piece of all that.
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$OUST reports Q1 2026 earnings after the close on Tuesday this week - May 5th.
A big beat isn’t out of the question…👇
ppdd@usppdd
Ouster CEO Angus reaffirmed last night at the NVIDIA GTC special edition ROS By-the-Bay event that the company has shipped over 150k sensors. He last mentioned this on February 9, which implies that Q4 ’25 plus the first ~40 days of Q1 ’26 account for roughly 13k units. Since we know they shipped 8,100 sensors in Q4, that suggests about 5,000 sensors were shipped in the first 40 days of Q1. At this pace, they could ship approximately 11,250 sensors in Q1. Assuming total shipments of 11k units at a $4.8k ASP, that implies about $52.8M in Q1 revenue—well above the company’s guidance of $45M–$48M. ASP has not fallen below $5k since Q1 2023, but I wouldn’t be surprised to see some discounts on high-volume orders, such as Amazon Proteus robots. As long as gross margins remain in the 35%–40% range as guided, some pricing pressure is acceptable, especially if it reflects cost reductions from scaling. Now consider @Stereolabs3D. They generated $16M in revenue last year, with over 60% coming from the second half, per the CFO. This implies roughly $5M from the first half. Assuming 40% growth, we could expect around $7M from Stereolabs in the first half of this year, with approximately $2M attributable to the final seven weeks of Q1 and therefore contributing to consolidated Q1 results. This would suggest total Q1 revenue of around $54.8M when @ousterlidar reports in early May. Conservatively, $50M should be the floor. $OUST
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@mind1nvestor $ONDS is building an empire. I would add that one thing that most people aren’t aware of is that $PRZO is a BIG partner of $ONDS through Airobotics, which integrates its tech into products & is the company which produces the Iron Drone Raider
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These names are setting up for major upside moves:
$IREN Iris Energy
$CRWV CoreWeave
$CIFR Cipher Mining
$HOOD Robinhood
$SOFI SoFi Technologies
$ONDS Ondas Holdings
$UUUU Energy Fuels
$ASTS AST SpaceMobile
$SNOW Snowflake
$SE Sea Limited
$CELH Celsius Holdings
$LAC Lithium Americas
$CIFR chart shared below. The rest are already mapped out inside the community.
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