Thematic Investment Research on the AI Buildout
Not Financial Advice
Joined December 2024
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Athu retweeted
I’m all in on the AI buildout - the biggest wealth opportunity of our generation.
Opening subscriptions today.
What you can expect:
→ AI stock trade ideas (raw)
→ Exclusive higher quality posts
→ Portfolio updates
→ Direct DMs with me
Join now:
teapaw.org/athuinvests/creator-su…
Athu retweeted
CPI tomorrow (reports pre-market) could send us into an aggressive rally. Position accordingly.
Athu retweeted
$AAOI: 5X upside to $750 by 2028 (breakdown)
Mid-2027 (projected run rate): $471M/month
- 800G: ~$217M/month
- 1.6T: ~$71M-$164M/month
- 100G & 400G: ~$90M/month
FY28 Valuation Metrics:
- Estimated Revenue: $6B
- Market Cap: $60B (10x P/S)
- Upside: 5x
- Price Target: $150 → $750
Observation: This is the bull case. 50% of execution in revenue by 2028 still gives 2-3x upside. 👊
Athu retweeted
Are you stupid?
1. $JBL mass producing 1.6T LRO is revenue.
2 O-Net mass producing ELS is revenue.
3. $GFS using $SIVE as reference laser for the hyperscalers is revenue.
4. Ayar joining $NVDA NVLink for CPO and using $SIVE for mass production is revenue.
5. Other pluggable players, potentially Eoptolink/Innolight mass producing pluggables with $SIVE as lasers is revenue.
6. $POET entering volume production is revenue.
Athu retweeted
$META headlines actually indicate even more capex - they are just planning what to do if they overbuilt.
Athu retweeted
Athu's Portfolio (end-June'26):
1. $SIVE (Sivers Semiconductors) - 30.5%
2. $NBIS (Nebius) - 28%
3. $KXIAY (Kioxia) - 20%
4. $025560.KS (Mirae Corp) - 6.5%
5. $AAOI (Applied Optoelectronics) - 6.25%
6. $2337.TPE (Macronix) - 6%
7. $TRT (Trio-Tech) - 2.75%
YTD: +110%
Themes: Photonics, Neocloud, Memory
Athu retweeted
X needs to do something about @kevinxu
Baiting people to “go all in” to a stock that you just found out about last week is predatory.
On top of that he promotes buying his $200 X subscription to get early access to his new calls.
The whole situation is fucked up. @nikitabier
Regardless of if he is up or down (he is down) what he is doing should be looked down upon. I truly feel sorry for anybody who has lost money with him.
He continues to post his 11M account saying “I did it once and can do it again” to bait unknowing followers into thinking he really can or ever did.
You either put your money where your mouth is or you shut up.
Athu retweeted
The same people who say "be greedy when others are fearful" are, at this very moment, fearful.
The quote is easy. The behavior is the whole job.
Athu retweeted
𝕏 is the group chat of humanity
There are many good X articles lately, some superb, intellectual, and honest.
They are 1000x better than opinion columns in newspapers. I noticed my chat group has more X article links than links from MSM.
In the era of agentic AI, speed in reacting to truthful information is everything, or gradient descent can quickly go in another direction.
A rare sign of enlightenment.