Kishwar Hashemee
190 posts
Kishwar Hashemee
@kishwarAI
Human with 'taste' in a world of AI. Sold my fintech to a YC startup. GTM creativity.
شامل ہوئے Mayıs 2020
394 فالونگ287 فالوورز
@aleabitoreddit @aleabitoreddit do you think Win semi will double in the next 6 months?
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Wow, my 16th 100%+ return this year alone: $TSEM ($113 -> $226).
Timeline: 40 days.
Told you all it was possible for retail to frontrun institutions.
Serenity@aleabitoreddit
I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it. And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries) From my forward est: 2028 Forward P/E: ~16.8x to ~18.1x (Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit) The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet. So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections. Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain. But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations. I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.
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$LPK, why am I excited?
You don't need to go to China to get glass mate...
> Glass core substrates are the future of semiconductor packaging. Intel, Samsung, Absolics, TSMC. They're all building glass core capability for AI packaging.
> $LPK sits right in the middle of it. Think ASML for glass, the enabling equipment layer every manufacturer needs.
> Their LIDE technology is the dominant process for Through Glass Via fabrication, and their CEO has confirmed an exclusive, paid engagement with a "well-known" US semiconductor partner for CPO-on-glass work. I think this is $INTC.
> $LPK's entire market cap today? c.€250m.
> Here's a supply chain diagram showing where glass substrates fit alongside $LITE, $COHR, and the other names you know. A couple to call out:
- InP / GaAs substrates: that's $AXTI
- SOI Wafer: that's $SOI
> Every other stage in the supply chain is already bottlenecked or bracing for demand surges....
PS. More thoughts on $LPK's solar business to follow.
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@aleabitoreddit @aleabitoreddit that is also what I thought and glad that your confirmation validated the same
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@kishwarAI Lower the marketcap, higher the growth usually if they have similar customer profiles.
$AAOI probably highest ROI vs $LITE / $COHR on transceiver side.
Then Win probably outperforms $TSEM on the foundry side.
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We're now in the photonics supercycle.
The trio from $COHR, $LITE, $AAOI in America are expected to perform well from a surge in demand.
New Report:
" Lumentum is experiencing a surge in demand from the artificial intelligence sector, with its order pipeline now fully booked through 2028 "
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@aleabitoreddit could you add some more light on $VECO?
Beyond earnings, how does the competitive landscape for laser annealing/photonics equipment makers look like? Who else is selling machines to foundries, and what's VECO's tech moat vs them?
Also, what's the risk if photonics demand plateaus after this initial build out?
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@aleabitoreddit could you add some more light on $VECO?
Beyond earnings, how does the competitive landscape for laser annealing/photonics equipment makers look like? Who else is selling machines to foundries, and what's VECO's tech moat vs them?
Also, what's the risk if photonics demand plateaus after this initial build out?
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So the easter egg:
$MSFT Quantum appears to be an undisclosed hyperscaler...
That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking.
-> Microsoft Quantum posted photos
-> Zoom in to top left and magnified
-> Prime Ribs machine checks out?
It's a duopoly in the MBE space with $VECO for quantum machines (think $AXIA for photonics but for Quantum).
They reported earnings today:
-> It's profitable. ~25 P/E ratio after ER release.
-> Very healthy balance sheet
-> Used for adjacents, like silicon photonics (eg. Fujitsu's quantum dot spinoff)
-> IntelliEPI (aside from $MSFT) well known buyer
Some followers reached out about this name (not taking any credit for DD or finding it). Disclosure: I found their ideas interesting and have positions.
-> Full Credit to @latent_value7 finding $MSFT links
-> Credit to @TheSarge_ for bringing the name to my attention early on
A reminder: Even though I share these cool ideas, I don't recommend anyone take positions based on my posts.
I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.
Serenity@aleabitoreddit
Turns out... Easter egg hunting works in stocks as well? Can't believe one of my followers found the undisclosed supplier of a T1 hyperscaler like $NVDA or $GOOGL by: -> Looking at an executive's from LinkedIn posts. -> Magnified the edges of one of their posted photo by 5x -> Found one of the machines that looked distinct enough to identify -> Traced the color scheme of a machine back to a small company -> Identified the undisclosed supplier. I'm genuinely impressed.
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Ideas that used to cost $250K to build now cost $50K... I sanity checked this with financial models.
Products that needed a $2M seed now launch for $300K.
AI compressed the startup cost structure by X% and X depends on how well the founder uses AI to build and operate.
This also changes investing math entirely, and has pushed me to think of a new approach. An approach that backs profitable AI businesses.
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Kishwar Hashemee ری ٹویٹ کیا
$SIVE 🚨
$NVDA just dropped $2B into $MRVL specifically for joint silicon photonics - this is straight validation of the Celestial AI optical fabric CPO roadmap.
And the market is still sleeping on who actually powers the critical high-power CW laser light source behind it all… $SIVE.
Same lasers that Marvell paid $5.5B to secure via Celestial. Same lasers feeding the entire next-gen AI interconnect stack.
At ~$290-300M market cap $SIVE is the most under-the-radar chokepoint in the entire NVDA-backed CPO supply chain.
Serenity@aleabitoreddit
Just in: $NVDA invests $2B in $MRVL. This deal is largely for “joint silicon photonics work” and validates Marvell and Celestial AI's optical fabric CPO roadmap. But… guess who powers the light source for $MRVL that markets might have missed? (Hint: $SIVE)
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The first time I founded a company, everything was hard. You might remember Kludio - cloud kitchens startup.
Convincing an investor to put in $10k-20k in a $300k round took 7–10 calls.
Early on, you just pay your dues.
Lately, I’ve been floating a few ideas, and friends who started companies around the same time are now showing up with the first cheque and their networks.
It would be a dream to build something backed by other operators and founders.
If you act with integrity over a long enough time horizon, things compound. Support shows up. And it gets easier.
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London builders - I’ll be joining @lukeharries from @ElevenLabs for a fireside chat on why services + software may create the next legendary AI companies. At @sequoia London HQ on 7 April.
Luke Harries@lukeharries
The next AI Tinkerers London is on the 7th of April - featuring a fireside chat with @JulienBek, Partner at @sequoia, after his recent viral article on "Services: The new software" alongside technical talks from leading startups
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Instead of calling yourself a SaaS company, call it a services business where someone writes code specifically for your business.
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The learning curve during bear markets beat the easy alpha during bull markets.
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I want to connect with people who want to invest in profitable AI ideas.
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@rdominguezibar @rdominguezibar would you do non-VC ideas? AI native services that turn profitable quickly, seedstrapped
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Angel investing in a handful of startups this month 😇
Pre-seed and seed. Ideally AI, but open to all
My value add:
▪️ 500K+ newsletter subscribers across The VC Corner and The AI Corner
▪️ 300K+ LinkedIn followers, 2–4M weekly impressions
▪️ a16z speedrun scout
▪️ Network of top VCs, operators and founders
Pitch in comments 👇
Ruben@rdominguezibar
the PITCH DECKS💰 that raised billions are now public. Study them before your next raise: 1️⃣ 26 pitch decks that raised $400M in 2026 → thevccorner.com/p/26-pitch-dec… 2️⃣ Anthropic's 2022 pitch deck just leaked: 10 slides, no product, now worth $380B → thevccorner.com/p/anthropic-20… 3️⃣ 16 unicorn pitch decks: the actual slides before the billions → thevccorner.com/p/unicorn-pitc… 4️⃣ Peter Thiel only explained once how to raise money. Here it is → thevccorner.com/p/peter-thiel-… 5️⃣ SpaceX: how to build and pitch the most ambitious company of our time → thevccorner.com/p/spacex-strat… 6️⃣ Synthesia turned down Adobe's $3B offer. Here's the 18-slide deck that raised $180M → thevccorner.com/p/inside-synth… 7️⃣ How Brex raised $57M and rebuilt startup banking → thevccorner.com/p/how-brex-rai… 8️⃣ 50 real pitch decks from startups that raised $380M+ → thevccorner.com/p/50-real-star… 9️⃣ 200+ pitch decks that raised over $50 billion → thevccorner.com/p/200-startup-… 🔟 153 startups fundraising right now with their actual decks → thevccorner.com/p/153-startups… Bookmark this. The best founders study what worked before they pitch. How much does a pitch deck actually matter vs the founder behind it?
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@ChrisJohnstonni @rdominguezibar Covve and Dex just don't cut it
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@ChrisJohnstonni @rdominguezibar If this is a AI personal CRM, then I am bullish
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I'd love to angel invest in a handful of startups this month.
Pre-seed and seed. Ideally AI or VC-adjacent, but open to all.
My value add:
▪️ 500K+ newsletter subscribers across The VC Corner and The AI Corner
▪️ 300K+ LinkedIn followers, 2–4M weekly impressions
▪️ a16z speedrun scout
▪️ Network of top VCs, operators and founders
👉 Pitch in comments
Ruben@rdominguezibar
the PITCH DECKS💰 that raised billions are now public. Study them before your next raise: 1️⃣ 26 pitch decks that raised $400M in 2026 → thevccorner.com/p/26-pitch-dec… 2️⃣ Anthropic's 2022 pitch deck just leaked: 10 slides, no product, now worth $380B → thevccorner.com/p/anthropic-20… 3️⃣ 16 unicorn pitch decks: the actual slides before the billions → thevccorner.com/p/unicorn-pitc… 4️⃣ Peter Thiel only explained once how to raise money. Here it is → thevccorner.com/p/peter-thiel-… 5️⃣ SpaceX: how to build and pitch the most ambitious company of our time → thevccorner.com/p/spacex-strat… 6️⃣ Synthesia turned down Adobe's $3B offer. Here's the 18-slide deck that raised $180M → thevccorner.com/p/inside-synth… 7️⃣ How Brex raised $57M and rebuilt startup banking → thevccorner.com/p/how-brex-rai… 8️⃣ 50 real pitch decks from startups that raised $380M+ → thevccorner.com/p/50-real-star… 9️⃣ 200+ pitch decks that raised over $50 billion → thevccorner.com/p/200-startup-… 🔟 153 startups fundraising right now with their actual decks → thevccorner.com/p/153-startups… Bookmark this. The best founders study what worked before they pitch. How much does a pitch deck actually matter vs the founder behind it?
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