@ren_stocks's calls have beaten their sector by 5.2% per month, winning 55% of the time.

@Sofigoodboy 팔았어요? 저는 안 팔았어요. 저한테는 기술이 너무 좋아서 포기할 수가 없어요. MRVL은 단 하나의 고객사일 뿐이고, 제품이 정말 그들이 말하는 것만큼 좋다면 앞으로 더 많은 고객사가 생길 수밖에 없을 거예요.

@babyfolio My port is 30% memory $SNDK since October $MU since November $SK Hynix since January One has been better than the others --- @babyfolio I just follow the money, SK Square is too good. I’ll try to lock in some other SK Stock. So many to choose from.

$NBIS JPMorgan’s observability expert flagged OpenAI moving logs to ClickHouse (28% owned by $NBIS) as a notable defection from Datadog at hyperscale. OpenAI defects from Datadog to ClickHouse because log ingestion + retention at scale is too expensive on third-party platforms. Nebius rips the Bullish for $NBIS

$P4O is finally getting the recognition it deserves, and it’s trading at ATH, after an unsustained peak back in March. It only gets better from here. Management own guidance says: series ramps ups from 2027 onwards are expected to result in a further significant increase in group revenue. Long $P4O

Win Semi (3105.TWO) is one of the easiest trades you can do this year. Embedded in the CPO buildout alongside $SIVE. Sits on the foundry side of the III-V/InP bottleneck, supplying high-power InP laser arrays for CPO, LiDAR, and sensing. Then the earnings hit. EPS up 30x YoY. That’s 3000% growth. Not something you see every quarter. Revenue +28% YoY. Q2 guidance up 14-16% QoQ. The market hasn’t fully priced it in yet. ‘Only up 200% YTD.’ Classic sleeper build. Set it, sleep well, let it compound. I’m long Win Semi --- Win Semi is available in IBKR as 3105 on TPEX https://t.co/5kVFUnpFJV

$MXL is up 415% in one month and 20% today. The market is re-pricing the scale-up play. Every optical transceiver in every AI datacenter – every 800G module connecting GPU to GPU, rack to rack, building to building – needs a DSP. A Digital Signal Processor. It’s the chip that takes the raw optical signal and makes it usable. Without it, the transceiver doesn’t work. MaxLinear has shipped millions of units of their Keystone DSP platform, now in production at multiple major hyperscalers across the US and Asia supporting 400G and 800G deployments. Today, about 30% of the optical transceiver TAM is scale-up and 70% is scale-out. MaxLinear was mostly a scale-out play. Now they’re both. Annapurna – the 1.6T AEC and 3.2T onboard electrical retimer platform for scale-up applications. Foundational to the next wave of data center optical architectures including LPO, LRO, AECs, XPO, and co-packaged optics. Only 3 companies make DSPs for 1.6T optical interconnects: $MRVL, $AVGO, and $MXL. The first two are $50B+ giants. MXL just crossed $2B market cap. When $AAOI announced they’re ramping 800G to 550K units per month and 1.6T to 380K units per month by end of 2027 – every one of those modules needs a DSP. MaxLinear is one of three companies that can supply it. The market is paying a premium for scale-up exposure. MXL just proved it has it. The re-rate is real. Bullish.