Went shopping today at Tenet Research. $SKHY (double size) $MU $AEHR $ASTS $NBIS. $CRDO went too fast. All positions green now, if CPI dumps us back have some buffer. Hopefully CPI Gods will have mercy and we get back. Big Day tmro.
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💡 Went Shopping today at Tenet Research
$SKHY(double size) $MU $AEHR $ASTS $NBIS
$CRDO went too fast
All positions green now, if CPI dumps us back have some buffer
Hopefully CPI Gods will have mercy and we get back
Big Day tmro
Reasoning: Catalyst · Short term Specific
$AEHR After 7 down days in a row and down over 30% in same period, think this one is ready for a bounce/reversal trade! 200 day MA is being tested here. Good risk to reward profile. Targets $85 to $90
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$AEHR
After 7 down days in a row and down over 30% in same period, think this one is ready for a bounce/reversal trade! 200 day MA is being tested here. Good risk to reward profile.
Targets $85 to $90
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Reasoning: Technicals · Short term Specific
@KawzInvests notes OCP Summit data confirms qualification and testing remain the central gating factor for optical transceivers at scale. Celestica numbers show testing windows compressed: 400G 36 months, 800G 24 months, 1.6T 18 months. With GPU architectures refreshing every 12 months, ramping laser fab capacity alone doesn't solve it. Mentions $VIAV $AEHR $COHU $FORM $TER.
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Recent data at the OCP Summit confirms what has been clear for a while... qualification and testing remain the central gating factor for optical transceivers at scale.
Celestica's numbers show how testing windows have continuously compressed with each generation:
> 400G: 36 months
> 800G: 24 months
> 1.6T: 18 months
With GPU architectures refreshing every 12 months and 224G per lane leaving no margin for error, the core structural thesis hasn't changed.
Ramping laser fab capacity doesn't solve the problem on its own if transceivers can't be validated and qualified fast enough to match the silicon cadence.
$VIAV $AEHR $COHU $FORM $TER
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Reasoning: Fundamentals · Medium term Specific
@michaelsikand highlights a crazy stat from $CLS VP: 70% of engineering resources dedicated to validation. As optics moves closer to expensive AI compute silicon, cost of failure rises, making testing and qualification increasingly critical. Mentions $KEYS $AEHR $VIAV $FORM.
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Wow crazy stat from $CLS VP
“70% of our engineering resources are dedicated towards doing validation."
As optics moves closer to expensive AI compute silicon, the cost of failure rises, making testing and qualification increasingly critical.
$KEYS $AEHR $VIAV $FORM
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Reasoning: Fundamentals · Medium term Specific
@KawzInvests reports Broadcom at OCP Global Summit on scaling photonics: advanced packaging, optical connectivity with 1,000+ fibers into every chip package, and volume manufacturing with automated assembly and test. Mentions $AVGO $AMKR $GLW $AEHR.
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Broadcom at OCP Global Summit on what it takes to scale photonics.
Advanced packaging
Optical connectivity, 1,000+ fibers into every chip package
Volume manufacturing, automated assembly and test
$AVGO $AMKR $GLW $AEHR
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Reasoning: Fundamentals · Medium term Specific
Really good visual from 
@LIWEI_TWCapital on $TER vs $AEHR.
I get the concern around TER expanding into burn-in. Still think the AEHR selloff has been excessive, especially when you look at where the two actually compete.
Reasoning: Valuation · Medium term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@traderstewie
@ripster47