@BobbaPaddop @Lee_Trades still adding shares or already fully consolidated your position? im thinking of adding if it pulls back to around 30 due to macro
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Schiele
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@Lee_Trades Big volume i expect it to finish up today, ii’s buying now, not finished yet
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I bought a speculative position in 2 small caps today.
Actually, micro caps.
I’m not making the usual post; I don’t want to be called a pump and dump 😂
I’m not going to share the tickers unless you guys really want to know.
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$VECO reminds me of $AEHR before its runup from $30s to $70s. Similar technicals, same sector, and not too many people talking about it yet.
nic.aqs@nicaqs
$VECO is one of my top picks at the moment. My technical deep-dive article is now available to everyone: ko-fi.com/Post/Bullish-S… Feel free to have a read. ☕️
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$SPIR Update⁉️
Overall looking very strong. Panes are curling up BIG time and could get extended here soon.
Price is far above it's EMA's, so no need to chase here. Price did turn previous high into support today.
Called the add below $18 last week with my subs. And we're thriving right now.
$SPIR is running one of the cleanest balance sheets in small cap tech right now.
They retired all debt after the maritime divestiture and are sitting on $82M in cash while building AI-powered weather prediction with NVIDIA's Earth-2 platform.
Very strong formula. 🔷🔷🔷
TheGentleTraveler@LeaderInvests
Do we call this strength - $SPIR?
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Schiele nag-retweet
You have to understand. Whether you want to hear it or not. Your life is solidifying. And premature solidification is what kills dreams. Yeah it's never too late to break the concrete but damn does it harder as time goes by. So shape it how you want while it's still liquid.
Justin Skycak@justinskycak
The longer you delay building the life you actually want, the more likely you are to normalize a weaker substitute. Drift hardens into identity faster than people realize.
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@MisterMCAP saw its your biggest position. Care to explain why this over $SIVE ? very curious
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Never got to making an official thesis thread on $SHT, here is one in swedish.
SlarkTrader@SlarkTrader
NYTT CASE 🧵 $SHT Smart High Tech 1) AI-case. Jag har följt detta bolag under 2 års tid men avvaktat med att investera tills nu. Bolaget tillverkar kylningskomponenter till högpresterande elektronik såsom GPU, CPU och AI-chipp. Otroligt relevant i vår tid med ai.
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Schiele nag-retweet
As recounted by Steve Jobs. We're almost there, Paul, almost there...
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@daniel_koss trimmed $AEHR but planning on going in when it pulls back?
thats my plan at least
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@ParadisLabs whats about $VPG and Tesla humanoids? if Elon sticks to schedule *very rare* VPG could rise sooner
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It's wayyy too early to be investing in Robotics.
Even if they can sprint as fast as Usain Bolt and wield dual MP5K's instead of hands.
ETFs like $BOTZ ($3.2B aum) or $ROBO ($280M aum) are just marketing wrappers bloated with legacy industrial firms + startups with no path to profitability.
$TER semis revenue rose to $883M on AI compute demand. But its Robotics segment contributed only $89M and cut 400 jobs last yr.
Says a lot that leaders in the space need to restructure to account for the hardware lag.
Then you've got $ABB spinning off its robotics division since its 12% margin drags down the group’s 18% average.
So you know it's serious when the world's largest automation players exit hardware to protect profitability.
Humanoid ASPs remain at $200k+, while mass utility requires a drop to $50k-$75k - a target projected for 2050...not this decade, let alone 2026.
AI infrastructure spend is crowding out the capex needed for a robotics boom.
It's pretty obvious that the alpha rn lies in the AI supply chain, not Robotics and well-marketed ETFs.
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@MisterMCAP @FinnStockinger how did you even find this company? the potential is crazy if they close a deal
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@FinnStockinger Digging and holding $SHT for the heat bottleneck. Graphene pads producer out of Gothenburg Sweden. Very close to closing a deal as a supplier to what I believe is Nvidia, thru Henkel. Management has hinted on it, but not confirmed. I see a deal being closed within 8 weeks.
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Alpha is a social sport.
Everyone asks how I caught $SIVE at 4.12 SEK (now almost 350% up) hours before Serenity or how I flagged early $IQE and many others great asymmetric pick.
The truth?
I treat my comments section like a high-level research desk.
A significant amount of my best ideas come directly from you.
While I spend my days filtering through the noise, the "pearls" are often hidden in the replies of sharp retail investors who are grinding harder than the institutions.
Here is how I see it:
By the time a major account "discovers" a ticker, this community has usually been dissecting the filings for days.
My job isn't just to find stocks; it’s to listen to the right people and verify the thesis.
To my followers:
Thank you for the due diligence you share.
There is world-class talent on this platform, and I’m proud to be part of the conversation with you.
I don’t have all the answers, but together, we’re seeing the moves before the rest of the market even wakes up.
Let’s find the next one together.
Repost this to help us reach the sharpest minds on this platform - the more eyes we have, the more "undiscovered" picks we find.
Bookmark this thread, as the comments below will likely become a goldmine of research over the next 24 hours.
➡️What are you digging into right now?
Drop a ticker and a one-sentence thesis. 👇
I’ll pick the most compelling ones and write a deep dive on them soon.
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@Blinklebloop JCU looks very very good despite the smartphone exposure. nice…
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Two adjacent players come to mind here. In the ABF Substrate 'bottleneck'.
C. Uyemura (4966.T) and JCU Corporation (4975.T)
C. Uyemura chemicals are essential for the "seed layer" in SAP. They also provide the automated plating equipment used in substrate factories.
Trading at a PE of around 25x. The revenue has been showing up, but I believe the ramp will start later- becaues the new lines need to be qualified first, and so there is a 'qualification lag' before companies (like Ibiden and Unimicron) start ordering more chemicals.
You will notice that C. Uyemura is outperforming JCU.
C. Uyemura is more "pure play" exposed.
JCU is a great company, but is heavily exposed to high-end smartphone PCBs. Smartphones are forecast to have a terrible year due to the memory shortage.
But this will bounce back when that eventually subsides.
Right now C. Uyemura is a different expose to JCU. Even though JCU chemicals (CU-Brite) is still used to make ABF substrates for high-end PCBs for Datacenters too.
I believe both companies will see a real ramp in AI/Datacenter later on.
It is possible there is a bottleneck in these chemicals too, if they don't expand capacity fast enough.
JCU Corp is also an exposure to Hybrid Bonding through their TiPhares chemical. Still negligible as a % of revenue, but Tiphares R&D plant is located in Kumamoto, near TSMCs gigafab.
Jukan@jukan05
A striking sentence I read today: We don’t think power is the constraint for TSMC’s chip demand, at least for 2027, but ABF substrate and HBM supply are major gating factors. -Morgan Stanley
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Schiele nag-retweet
@bubbleboi plan from the start was probably to use this 2 weeks ceasefire to get more assets. war in ME will happen as long as Israel exists with their idea of Greater Israel, and the US will be dragged to war with them every single time lol..
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@HyperTechInvest small question, but whats the difference between Nan Ya PCB 8046.TW and Nanya technology corp 2046.TW ?
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Taiwanese media Commercial Times reports the region’s worst semiconductor supply shortages
1. HVLP4 copper foil
Demand is rising from Rubin upgrades and higher switch specifications. Supply is constrained by process difficulty and unstable yields, which keeps effective capacity below planned capacity. Prices have already increased around 5% to 10% and can move higher.
Co-Tech Development (8358.TWO)
Unimicron (3037.TW)
Nan Ya PCB (8046.TW)
Kinsus (3189.TW)
2. T-Glass fiberglass cloth
Supply is limited by capacity and yield constraints at key producers. Demand is being driven by advanced FCBGA substrates. Expected price increase is around 30% to 40% this year.
Nitto Boseki (3110.T)
Taiwan Glass (1802.TW)
Unimicron (3037.TW)
Nan Ya PCB (8046.TW)
Kinsus (3189.TW)
3. Low DK fiberglass cloth
Demand is rising for higher-performance AI and networking boards. Supply remains tight despite process improvements. Expected price increase is around 20% to 30% this year.
Elite Material (2383.TW)
Unimicron (3037.TW)
Nan Ya PCB (8046.TW)
Kinsus (3189.TW)
4. Drill bits for high-end PCBs
Higher-end PCB materials such as M8 and M9 reduce drill life to around one-sixth of traditional materials. That sharply increases drill bit consumption. AI-specific coated drill bits are priced around 20% to 30% above standard ones, and for boards above 7.5mm thickness they can cost more than 6x as much.
Topoint Technology (8021.TW)
5. ABF substrate inputs
Larger CPU and GPU packages are increasing substrate area and layer counts. Rubin substrates are around 75% larger than the prior generation and have reached 18 layers. That tightens upstream ABF-related materials and supports further price pass-through.
Unimicron (3037.TW)
Nan Ya PCB (8046.TW)
Kinsus (3189.TW)
Nitto Boseki (3110.T)
Taiwan Glass (1802.TW)
Elite Material (2383.TW)
Co-Tech Development (8358.TWO)
6. High-end PCB and substrate manufacturing capacity
The constraint is also in qualified production capacity. Not all suppliers can meet the process requirements, certifications, and yields needed for advanced AI carrier boards and substrates. The shortage is in both materials and manufacturing capability.
Unimicron (3037.TW)
Nan Ya PCB (8046.TW)
Kinsus (3189.TW)
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@zephyr_z9 wouldnt an even essier trade be $SOI due sto substrate demand? or am I mixing concepts here
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Schiele nag-retweet
$MU $DRAM China’s humanoid robot output is projected to surge by up to 94% in 2026
"Vehicles with L4 autonomy require over 300GB. Humanoid robots powered by a compute platform that rivals a high-end L4-capable automobile" - @MicronCEO
Unitree Robotics and AgiBot are expected to dominate, together capturing nearly 80% of total shipments in China thanks to strong progress in monetization and mass production scaling.
-Unitree:Humanoid robot revenue accounted for over 51% of its total revenue in 2025.
-Combined gross margin (humanoid + quadruped robots) reached 60%.
-Planned annual production capacity: 75,000 humanoid robots and 115,000 quadruped robots.
AgiBot:
-Rolled out its 10,000th general-purpose embodied robot (Expedition A3) in late March.
-Rapidly scaled production in 2025–2026: from 1,000 → 5,000 → 10,000 units within a short period.
Trade Whisperer@TradexWhisperer
$MU Signs of structural memory transformation during earnings today. Must Read 👇 Automotive: "The average car today has less than L2 ADAS capability, containing approximately 16GB of DRAM, while vehicles with L4 autonomy require over 300GB." Robots: "Humanoid robots will be AI-enabled and powered by a compute platform that rivals a high-end L4-capable automobile, requiring significant memory and storage. We expect this exciting new category to further underpin the long-term favorable dynamics shaping our industry." PC: "PCs with on-device agentic AI have recommended memory specs of at least 32GB, twice the average PC." Workstations: "The fast-growing category of personal AI workstations, such as NVIDIA DGX Spark and AMD Ryzen AI Halo, come in 128GB configurations, ideal for running large language models on device." Mobile: "The mix of flagship smartphones shipping with 12GB or more of DRAM increased to nearly 80% in Q4, up from under 20% a year ago." Data Center LP DRAM: "We sampled the industry's first 256GB LP SOCAMM2 product, built on our 1γ node, enabling 2TB of capacity per CPU. Quadrupling content from just a year ago." Data Center Demand: "AI server demand (vs. traditional server) is driving DRAM and NAND data center bit TAM to exceed 50% of industry TAM for the first time in calendar 2026." The AI Shift is Here
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@HyperTechInvest i agree. but in the case that someone could take in more risk, wouldnt the play probably be going for $AAOI , just because of the huge difference in mketcap it has with $COHR and $LITE
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$LITE makes $COHR look cheap
I understand $LITE has the best tech and yields at the moment
However, $COHR is a very competent company, and its financials are stronger right now
I can’t imagine this gap lasting in the long term, at least not at this scale
Any thoughts?
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