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The 11 investing and finance mantras I live by.
A thread, organized from conceptual to specific...
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Nicholas Rossolillo
8.5K posts
Nicholas Rossolillo
@nrossolillo
Biz, tech, history, music nerd. https://t.co/2K87x6XzDt, Concinnus Fin invstmnt port mngr, olive farmer. Nothing here's personal advice.
Free weekly newsletter below Katılım Şubat 2014
1.2K Takip Edilen5.9K Takipçiler
Who had HDDs as top semi stocks on their 2026 bingo card? $STX
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Remember when low-code and no-code software features were the future, and were billed as a positive for company's that could offer such features?
2026 is the year it's a reality.
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Nicholas Rossolillo retweetledi
Being a price taker means you’re always reacting late.
Being a price maker means you understand what drives demand, margins, and long-term growth. @nrossolillo
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@DWessel35 Probably a good move, accelerated their dev in data center design.
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@nrossolillo What do you think of alphawave semi tech with $QCOM
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Oh hey I guess my $QCOM investment isn't dead money after all! Possible OpenAI smartphone supplier within the next couple of years.
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When share float is kept very small, moves like $ARM's today are quite normal. No thanks.
youtu.be/wt0p1KqNAMI?si…
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So $POET just lost Celestial AI, now part of $MRVL after the recent acquisition, as an anchor customer.
Due to breaches in confidentiality regarding order details.
Something always seemed fishy about this one...
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Taiwan Semi Manufacturing $TSM announced its roadmap through 2029 this week. No $ASML high-NA EUV. Advanced packaging is totally in right now. CSI blog of the week. 👇🏽
chipstockinvestor.com/tsmc-announces…
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We had a two-for day yesterday. First one, yes I know old news, $AMZN buying $GSAT. Why? It's more than just "competing with Starlink."
And second, Lam Research $LRCX lives up to the hype once again. Incredible run. Didn't think this one would grow into largest of our "Fab 5" positions over two years ago.
youtu.be/a_eJHZQwuxI?si…
youtu.be/FxMHbAaluJU?si…
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It takes time to change the collective investor mindset. But it will happen.
Nikesh Arora@nikesharora
I would have expected the market to start discerning between SaaS that is impacted by AI, SaaS that needs to evolve, and SaaS that benefits from AI. Analytical SaaS, Creative SaaS is in category 1, System or Record, Human workflow and Engagement and Productivity are in category 2 and Infrastructure SaaS and Cybersecurity are in 3. This constant paranoid reaction of the market will continue to create buying opportunities for the discerning.
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Nicholas Rossolillo retweetledi
$LRCX posted another fantastic quarter. This company has grown to be our largest position of wafer fab equipment providers. There is still a lot of room for growth: youtu.be/FxMHbAaluJU
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Nicholas Rossolillo retweetledi
Really happy to see $AEHR doing so well. It's one of my (Kasey's) fave small caps. But with a run up like this, when do you think about taking profits?
youtu.be/fhckTWrhp2Q
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Nicholas Rossolillo retweetledi
One of the lowest interest company earnings this week, Texas Instruments $TXN, just hit it out of the park. Who remembers this video from a few months ago? youtu.be/BmxFBkWtwn0
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$AEHR wow what a banger of a run. Clearly this one is running because of the AI accelerator potential for fiscal 2027. But at what point do the traders start taking the profit? youtu.be/fhckTWrhp2Q
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Nicholas Rossolillo retweetledi
Things are changing fast. We did an extended presentation on $ASML on CSI live last week. Here's an excerpt about where we're at in this cycle. youtu.be/LsXNgs8eaLs
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