ทวีตที่ปักหมุด
@PhotonCap $IQE some links I thought were helpful below aside from their investor relations section on their website (which is pretty solid):
Valelelelele@valeagentt
English
Lawn Chair Capital
1.6K posts
Lawn Chair Capital
@LawnChairCap
Current PE Operator | ex-LMM PE | ex-IB | washed-Ivy League Athlete | Asymmetric Investor | Currently $IQE $OSS Focused | Path to $1M
Tribeca เข้าร่วม Haziran 2020
789 กำลังติดตาม449 ผู้ติดตาม
Lawn Chair Capital รีทวีตแล้ว
VICE PRESIDENT VANCE:
- WE ARE CONTINUING TO NEGOTIATE WITH IRAN
- THE CEASEFIRE IS HOLDING
CNN is also reporting that Trump asked Vance, Witkoff, and Kushner to continue seeking diplomatic ways to end the war.
It looks like a second round of talks are happening.
English
$IQE Ended up selling half yesterday, definitely misjudged the depth of moat, China risk is real.
Win semi 3105.TT should buy them.
III-V on Si still sexy & SiPh is real, but margins are not what people think they are. MBE too small to matter.
Go $SOI.
English
Largest holding: $IQE going from mostly smartphone & base stations (GaAs RF & VCSELs) --> upgraded smartphone (BOLED VCSEL, GaN), upgraded base station (GaN RF & SiPh), EV (GaN power & PV & LiDAR), space (PV & RF), wearable (SiPh), VR/AR (MicroLED), and energy (PV & TPV).
English
@LawnChairCap @jukan05 I’m already up 20% even after averaging up
English
@LawnChairCap Well I’m blocked by him, so that probably tells you everything you need to know 🤣
English
1.5M followers.
Has spent the entire month of April bearish while indices have effectively melted up off the lows and 5-star setups are printing everywhere you look.
You can go on a run of good calls, but when the tape shifts and your bias doesn’t, the inexperience shows.
NoLimit@NoLimitGains
Something isn’t right, and you know it.
English
@FintwitPeaked What names you thinking of and what themes?
English
@amitisinvesting Remember all the bears yesterday freaking out about black Monday? That’s the issue with this app, constant hyperbole from both sides to engagement farm $SPY $QQQ
English
NEW YORK TIMES:
- Iran offered to suspend their nuclear enrichment program for 5 years. JD Vance asked for 20.
- Trump rejected the 5 year offer.
- A second round of talks are likely, potentially in Pakistan again, by the end of this week.
Um…how is this not bullish?
The fact that Iran even offered a 5-year suspension means they are WILLING to talk.
The US obviously wants more years, but all the market cares about is that a deal is reached. Maybe we settle at 10 years, maybe 20. The point is…this might now become a question of WHEN a deal is reached vs. IF it is reached.
Seems like that’s what the market priced in today as well as we went up 1% and continued the best stretch of momentum since October 2025.
English
Lawn Chair Capital รีทวีตแล้ว
$crdo acquisition of DustPhotonics incredibly bullish for the sector $IQE $SIVE $AAOI $POET $SLOIF $P4O.DE
x.com/wallstengine/s…
Wall St Engine@wallstengine
Credo $CRDO is acquiring silicon photonics company DustPhotonics for $750M in cash plus about 0.92M shares, with additional earnout shares tied to milestones. The deal should help lift its combined optical revenue to more than $500M in fiscal 2027.
English
my $Iren valuation & ATM update
FYI the only way to know if $IREN has been tapping the ATM is in their next SEC Filing, you will see a line with share count if that has not changed then they did not tap it.
I would presume this as bullish and would gain more trust in management.
But moving forward from here, I would cautiously evaluate $iren as if they fully tapped out the ATM below $40.
I like to be extra conservative with my valuation model, so fair value gap at 8x EBIDTA for their 2026 $3.7B Exit ARR Guidance + ATM fully tapped out below $40 will value $iren at $54.
On the plus side my model gives them $6B in cash to fund future ARR, so iren price is perfectly positioned for upsides growth imo.
I would update my model as I see more data going forward, because that is what iren leaves me with.
Bullish from here
English
so…
the debate is over right?
$NBIS is the best neocloud out there?
is it still even a question or has Nebius officially won?
stellar mgmt, multiple equity stakes in diverse businesses, scooping up deal after deal…
i trimmed some at $105 to derisk and buy more $NVDA, letting the rest of my position ride although the CCs on this even for $200 are very attractive
it does feel overbought here (i would not buy at $150) but it is now in price discovery so anything goes
i still don’t love the biz model of the neoclouds with unlimited dilution + no profitability but $NBIS does seem to be differentiating themselves with ambitions to be a hyperscaler cloud vs just a neocloud
debate is done? are they the single best one out of the entire batch of neoclouds?
+8%
English
@amitisinvesting @Agrippa_Inv how do we feel about this read?
English
Not expecting a correction on #SP500
Expecting a large crash similar to 2008
Its going to happen within 1-2 months!
Preparing big, placing big orders.
English
In reality though, institutions must be frontrunning a potential takeover or sale of the Taiwan segment. If that didn’t happen for some reason, that’s the real downside risk here. We’d probably slide quite a bit. That shouldn’t happen though, that would be a total misstep by management and by Lazard given their fiduciary duty. I have peers at Lazard in other groups and not UK based, but they are a great org and I trust them to give sound advice and run a clean process here. My two cents..
English
@NAkathiotis @LawnChairCap I said earlier it would go past 50p today and auction again. Also called 50-60 pre May when in 20s last week ;)
English
@BobbaPaddop @NAkathiotis Imagine we get a sale of the Taiwan segment release?
English
Photonics Part II.. the layer almost nobody is looking at.
$CRDO, $ALAB were the “undervalued” trades.. that catch-up happened fast. still more upside..
This next layer? Different game.
$SIVE is the one that jumps out. No lasers > no silicon photonics. Simple. If CPO ramps, external light sources become mandatory.
$IQE is even deeper. No wafers > no lasers. That’s the base layer. Stock’s still treated like a struggling materials name while sitting in a critical AI supply chain. Either it rerates… or someone just buys it.
$SOI (Soitec) is the quiet monopoly people ignore. Photonics-SOI isn’t optional for SiPh. If volumes scale, they win by default.
Then $VECO.. different angle, same story. You don’t scale compound semis or advanced photonics without the equipment. Capex wave = tailwind.
Everyone’s focused on what gets shipped.
The real leverage is what everything depends on.
Yiannis Zourmpanos@yianisz
Photonics is real but the easy trade is gone. $LITE, $AAOI, $COHR already priced the obvious bottleneck (lasers, transceivers). Great businesses… but crowded and expectations are stretched. I’m looking one layer deeper.. for example $MTSI, $MRVL quietly taking a cut of every bandwidth upgrade without the same crowding. Then it gets more interesting. $AEHR is the picks-and-shovels angle most people still underestimate. If SiPh ramps, testing demand isn’t optional. Everyone talks chips, nobody talks where photonics is actually built $TSEM.. $POET, $ALMU.. high upside, but still early. Execution risk is real, timelines slip, and the market won’t be patient forever. $CIEN, $FN, $GLW.. boring, but they win if this scales. No story needed. And if CPO actually hits? The real upside probably isn’t even public yet. Everyone’s chasing what worked… I think the next move is one layer deeper.
English
@yianisz There we go! $IQE on a heater. People are noticing now
English
