Masterbot

@futurist_lens Your forgot one thing that vital for humanoids to run or autonomous vehicles can drive and that’s memory….

Elon Musk: 10 billion humanoid robots by 2040 at $20K-$25K each Bookmark this. Robots don’t scale without this stack: • Bearings / Actuators → $RBC $AME $RRX • Sensors → $CGNX $ALGM $STM $OUST $VPG • Edge AI → $AMBA $CEVA • Humanoid Semis → $NVDA $AMD $QCOM $TXN $ON • Motion Control → $ROK $PH $ALNT • Power Semis → $NVTS $VSH $MPWR • Connectivity → $CSCO $IRDM $SLAB • Rare Earths (Motors) → $MP $UUUU $USAR • Key Suppliers → 002050.SZ (Sanhua), 688017.SS (Leader Drive) Own the bottleneck. Follow the right people on X.

@aleabitoreddit When is this guy gonna run for president ?

I’m convinced that the people who charge $200 or $2000 just to see their stock picks. Do so just because their ideas aren’t good enough. Otherwise they would just go long on them with their own capital and retire. This is why they get mad when they see others sharing better ideas for free.

@QuiverQuant That is bat shit crazy

Viasat stock has now risen 828% since we posted this report in November of 2024. Congressional stock trading is still legal.

@JoshTradeOption High capex and high debt … interesting

Possible 5-10x Alert 🚨 A buddy told me about it and I like it! $AMTX (Aemetis, Inc) Bull Thesis: 9-12 Month High-Reward Renewable Fuels + possible AI Data Center Play! - Analysts: Strong Buy, avg targets $12–13, high $21 (4–7x from ~$3.00). Aemetis is a small-cap renewable fuels company producing low-carbon ethanol in California, RNG from dairy manure, and biodiesel in India. Developing carbon capture, renewable diesel & SAF projects. Highlights: - Dairy RNG scaled to 12 digesters producing ~405k MMBtu annualized; Q4 output +61% YoY with $12.2M segment net income. - Signed deals for 15 more digesters, high-margin LCFS + RINs + D3 credits driving recurring cash flow. - Federal 45Z credits unlocking ~$400M through 2029 for massive margin expansion. - MVR upgrade at Keyes ethanol plant on track for 2026 completion ->> +$32M annual cash flow from efficiency + lower CI. - California E15 approval + refinery closures = big ethanol demand surge. Revenue targeting ~$457M in 2026 with profitability in 2027. RNG is pipeline-quality low/negative-carbon gas, ideally positioned as reliable baseload power for AI data centers amid the exploding energy demand. Decarbonization tailwinds + execution = potential re-rating rocket over the next 6-12 months. With energy so short and all sources needed, I believe this is a hidden gem that would be an AI play - creating power naturally! DYOR — Not financial advice. #AMTX #RenewableFuels #RNG #AI #DataCenters

@jeffgrimes9 @AravSrinivas Research analysts at the big firms are kinda dumb…

The best hedge fund PMs compare views from different research analysts. Now you can do that in 2 minutes with Equity Research Council in Perplexity Computer. This workflow pulls in research from brokers like GS, JPM, MS, and Evercore - and shows you where they agree vs. disagree.

Full list of photonics stocks by sector with strong growth potential for 2026 and beyond - Photonic Materials and Substrates 1. $GLW 2. $LWLG 3. $AXTI 4. $ALMU Packaging and Assembly 1. $FN 2. $AMKR 3. $TSM 4. $GFS Lasers and Light Sources 1. $LITE 2. $COHR 3. $IPGP 4. $LPTH 5. $LASR 6. $LASE Optical Components and Transceivers 1. $AAOI 2. $OPTX Photonic Integrated Circuits 1. $MTSI 2. $POET 3. $AVGO 4. $MRVL 5. $CRDO Test, Sensing, Broader Photonics 1. $CIEN 2. $CSCO 3. $MKSI 4. $VIAV 5. $AEHR Bookmark this post for your research! Also check out earnings growths below-

@aleabitoreddit That’s interesting , that you don’t like this play!

$SLNH is a shtco like $BKKT, $ASST, and $IREN. That is actively diluting everyone with a $500M ATM. Not sure why anyone even listens to a guy who has consistently crashed retail portfolios over and over. I’m going to watch them raise $500M off retail bagholders that get diluted to $0. Then say “we have $500m on our balance sheets, MC should be higher” and award themselves SBC off the ATM. They’re all absolutely terrible longs.

@l_schlick @DailyLoud lol are you referring to our president @realDonaldTrump or Muslims ?

@DailyLoud I hope the Texas Government will have them investigated. They rape children. Torture for pleasure. Marry 6-year-old little girls. Everything about them is evil. Nope, they can't make their own laws. Get em Gregg.

JUST IN: Plans for a Muslim-focused community in Texas are moving forward after a legal win, with a judge ordering the state to comply with the developers’ proposal.

@StockSavvyShay By the rumor sell the news

$SNDK CRUSHED THEIR Q3 EARNINGS • Revenue $5.95B vs Est. $4.73B • EPS $23.41 vs Est. $14.66 • Operating Income $4.2B vs Est. $2.7B Q4 Guidance • Revenue $8.1B vs Est. $6.6B • EPS $31.50 vs Est. $23.44

Not really a bottleneck in the classic AI memory supply-chain sense. The big AI data center bottlenecks are high-bandwidth memory (HBM), advanced packaging (e.g., CoWoS from TSMC), and overall DRAM/NAND wafer capacity—areas dominated by the big three memory makers and driving hundreds of billions in hyperscaler capex. MRAM is tiny in comparison and does not substitute for HBM/DRAM in core training/inference workloads.

Memory is a pretty under-appreciated part of that chain right now... $SNDK has earnings today, with large projected revenue growth (again, might catalyze a rally for the entire sector)... $MU is up there as well. Then there's $MRAM, mentioned to our Discord Community a couple days ago at $12.57 (link in bio to join) - still largely undiscovered relative to others. Beautiful price action after earnings yesterday. Currently sitting at $17.38 pre-market... All will benefit directly from the ~$725B in confirmed AI infrastructure spend. Every data center built needs to be powered, computed, and stored.

@QuiverQuant Wait aren’t those two statements counterintuitive?

JUST IN: President Trump just said that Iran wants the US to open the Strait of Hormuz as soon as possible. Markets just opened, oil is back above $100 per barrel.

@CeoOndas @Zenomercer Mm why is he talking about ETFs if he’s the index provider?? Is that illegal

Nice to see @Zenomercer highlight Ondas yday... ETFs such as $ROBO will be important conduits for growth capital to be deployed behind the Drone Economy and Defense Technology investment cycle. cnbc.com/video/2026/03/…

@AIGuruKidd Pumping!

Holy smokes $XE up big at $36 in after trading !! $AMZN holds a 20% stake in the SMR startup and is partnering with X-Energy to deploy carbon-free nuclear power for its AWS data centers. This comes at a time when hyperscalers are racing to secure 24/7 baseload energy to fuel the massive power requirements of the AI revolution. $GOOGL $META $MSFT

@StockSavvyShay No one should follow her trades… her track record is soo bad!

Cathie Wood bought ~$73M of $AMZN today

@aleabitoreddit What names other than SIVE do you believe we are early on ?

It's highly nuanced, and I'll explain why it's not late, but late to some: Photonics is the newest supercycle (maybe H1 into H2 2025 was the start). Then there's many different architectural changes in each supercycle: -> $LITE, $COHR, Innolight, $AXTI and these names led the first I did a thesis post on mentioning all four of them as the largest beneficiaries (all are up 500-1000% 1Y) -> $AAOI, $JBL and others types of names are benefit immensely as the transitional bridge (eg. 1.6T pluggable) -> $SIVE, Celestial, Ayar, $POET are others future gens eg. CPO (what I'm focusing on now) -> VisEra, QD Laser, $ALMU and others are likely going to be future gens (quantum dot, different packaging types, etc) if you fast forward 4 years. Of course, $LITE does everything. $AXTI will be used for everything. But the amount of pure play exposure for each architectural shift in each mini supercycle is different. For example, inp usage with quantum dot is still there, but less used. Or DFB laser arrays for CPO instead of EML. There's probably still 50%+ with $LITE and $COHR. And you're a little on the "late" side of things. But you're extremely early to new architecture generations. What I'm trying to do is point regular retail investors into the direction of new gold mines for free. Before institutions figure out sooner or later by paying $20k for equity research reports.

@SterlingPerry8 @PokemonDealsTCG And still was put 350k in line

@PokemonDealsTCG 🥲

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@SterlingPerry8 @PokemonDealsTCG Yeah sucks cause I clicked on the link 10 min before it actually dropped

@PokemonRestocks I have like 270k in front of me and I clicked on it before the queue even started …

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@aleabitoreddit I love this man keep it up!

Appreciate the X revenue sharing program! I actually end up passing it along to local charities I like, but don't normally share. I'm especially a big fan of local pet shelters, since my dog passed away last year and I'm still not completely over it. And addressing homelessness too, since I did make a lot of homeless friends back at UC Berkeley. At a certain point, you don't need more money. But it does help maximize the positive impact you can have, which is why I'm still on X (and not retiring, which I can do). It just feels fulfilling to live an honest life, be true to yourself, and see how much of a positive change you can make in this world before you go? My goal on X has always been how to help the retail investor the most... compared to traditional models of selling every single piece of alpha to institutions first. Actions speak louder than words, hence why subscriptions are $1 and I publish all my ideas/thought process for free to everyone here (even though I could charge $50). So people can do what I do themselves when I leave one day! In terms of next steps, I thought it would be fun if retail had the exact same edge as Citadel and the other hedge funds? So I was planning on releasing custom LLMs for free (I was a research scientist in the past you know) and using the extra subscription revenue to subsidize compute/data costs. Think it will be fun!

@ftr_investors God call but I would say one thing.. in 2021 in 2022 when Nvidia was having its boom, the forward price to earnings ratio was around 45x + .. if the market is correct and it does play out the AMD has this massive growth that plays out it may be worth it.

The forward P/E of the 3 chip designers (pre-market stock prices) 👀👇 𝗡𝗼𝗻-𝗚𝗔𝗔𝗣 $NVDA | 24.0x $AMD | 50.7x $INTC | 153.7x 𝗚𝗔𝗔𝗣 $NVDA | 24.5x $AMD | 75.4x $INTC | at loss Don’t know the difference between GAAP and Non-GAAP? 🔍 Check the article in comments 👇