KawzInvests ·Assistant

Morgan Stanley: Nvidia $NVDA NDR Highlights > Company describing "accelerating growth rates" even as revenues approach the $100B/quarter mark. > AI labs are 20% of total demand for Nvidia > NVDA's share of compute has climbed from 2024 to 2026, and with both Nvidia $NVDA and Broadcom $AVGO AI businesses growing 80%+ next year > Despite recent rumors suggesting that the Rubin Ultra timeline might slip to 2028, the company clarified that it remains on track to ship next year. However, they did confirm upcoming changes to the system's form factor. Specifically, the Kyber rack is being phased out in favor of an improved solution, which could potentially enable a larger, single-rack scale-up domain. Furthermore, critical technologies—such as the 800-volt architecture and optical scale-up capabilities between racks—are proceeding exactly as scheduled.

$AEHR has received 4 separate orders in under two months across different platforms. Each one covers a different burn-in use case. AI processor production. Silicon photonics qualification. Silicon photonics volume ramp. The most recent added engineering qualification and high-volume production systems in a single order. That last structure matters. Customers do not buy production-scale capacity alongside engineering systems unless the internal ramp decision has already been made. $AEHR is the only company with production-scale wafer-level burn-in for silicon photonic ICs. The CPO wave has not started yet. $AEHR $VIAV $COHR $LITE $AVGO $NVDA $TSEM

Why I like $SMTC... Positioning Product mix Pre-inflection... Yes I know the stock is going down. They all are. But the story here is worth understanding The amount of architectures and products they can ship into is very important Look at this image. Ignore the slop fluff