authorName: Serenity

handle: aleabitoreddit

profileHandle: aleabitoreddit

text:
Serenity
@aleabitoreddit
·
23小时
Guess we finally found why
$META
 signed massive agreements with Neoclouds like
$NBIS
 back in March...

And why Gemini got super nerfed.

$GOOGL
 reportedly restricted Meta's capacity in March 2026 because of compute restraints.

Google's CEO said from last earnings computing
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160
178
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authorName: Owl Prints

handle: ItsOwlPrints

profileHandle: ItsOwlPrints

text:
Owl Prints
@ItsOwlPrints
·
21小时
What’s the hottest low-cap meme coin I should throw $500 at for a fast flip?
18
7
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4,550


authorName: Johan

handle: semicap

profileHandle: semicap

text:
Johan
@semicap
·
21小时
"Google has put limits on Meta's use of Gemini"

Sounds as Meta could increase their capex intensity even further. Perhaps also through equity raise ?
引用
Johan
@semicap
·
6月26日
This is a great tell about demand for compute.. and it's not a good one for AI bears
https://
x.com/SouthernValue9
5/status/2070277266794279338
…
2
5
3,152


text:
Owl Prints
@ItsOwlPrints
·
21小时
 LONG
$CELO
 USDT  18x

  Enter : 0.06945
Stop: 0.06482

If this post gets 100 likes i’ll drop tp
26
7
82
5,846


text:
Serenity
@aleabitoreddit
·
21小时
Yup, Schaeffler $SHA0 is the ideal example for automotive players.

~ €7.47B MC auto player.
- but also working with 45 humanoid players (extremely insane number, they do have €5.14b debt, EV is higher)
- covers bearings, gearboxes, sensors/ECUs, actuators, power electronics.
显示更多
引用
IEatBarrel
@shuangqiu96
·
6月27日
回复 @aleabitoreddit
Do you guys think auto supply chain and robotics supply chain will merge?
172
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authorName: 川沐｜Trumoo

handle: xiaomustock

profileHandle: xiaomustock

text:
川沐｜Trumoo
@xiaomustock
·
20小时
群联ceo在年初就预言下半年因为涨价或拿不到存储的消费电子公司会倒闭，比如那个运动相机鼻祖gopro已经因此倒闭了。
一切都在逐步印证他的想法。
引用
川沐｜Trumoo
@xiaomustock
·
20小时
谷歌限制了meta对gemini模型的使用需求。
这还不能证明AI基建还非常早期吗，
供不应求，AI的发展速度远超基建速度。
这些大公司是看到了产品狂暴的需求端可能才大举借债融资搞AI基建。
并非是没有转化成收入，
对谷歌来说都开始因为需求暴限制客户使用了，
咋可能没转化收入。  x.com/xiaomustock/st…
19
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authorName: AgAu Element

handle: AgAuElements

profileHandle: AgAuElements

text:
AgAu Element
@AgAuElements
·
19小时
My prediction on
$AAOI
 / The AI Networking Bottleneck and the future of Optical Infrastructure.

Everyone's panicking about
$AAOI
  missing the Q1 2026 earnings line, short-term margin compression, and customer concentration fears.I want to show you how the hardware cycle actually
显示更多
5
992


authorName: Gaetano

text:
Gaetano
@crux_capital_
·
19小时
What I am doing with Physical AI...

$OUST

$AMBA

$CGNX

$VPG

$SYNA

$AEVA

Photonics has been my main coverage universe for ~10 months

I am now adding Physical AI coverage to my Substack

Practically that means:

1 - An 11 layer investment framework, researching & presenting each
显示更多
引用
Gaetano
@crux_capital_
·
5月27日
I believe Physical AI Is the Next Supercycle

It is much much more than humanoids

There are companies making money NOW

And there are companies that will make a lot of money in several years

There are so many layers to this investment landscape

And I am just now covering it in x.com/crux_capital_/…
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authorName: Jukan @ICML

text:
Jukan @ICML
@jukan05
·
19小时
Listen to what
@GavinSBaker
 said on All-In at 1:04:06:

“DRAM is the most important bottleneck, and Elon is focusing the Terafab on memory because he believes memory is the most important bottleneck. Not lasers, not capacitors, not power semis, not NAND, not HDDs. DRAM.”

Even
显示更多
引用
Jukan @ICML
@jukan05
·
22小时
Yes, MU is not Nvidia.

But going forward, it may become even more important than Nvidia.

Think about it. Inference is now directly tied to money. But inference does not get better simply by adding more Nvidia GPUs. In fact, GPUs are often underutilized in inference, sitting x.com/tictoctick/sta…
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alvin617.eth
@Alvin0617
·
18小时
這麼巧才剛看完一篇有關英飛凌的文章，就是 fiona 這篇推文一直提到的 Infineon

我也來稍微分享幾個列表中的關鍵資訊以及相關台廠

投資重點： 賣鏟子給這波電力建設的「功率半導體廠」，會是當前還沒被炒高的潛在受益者

1. 電力是 AI 最大瓶頸 , 完美符合先前做過分析的 SALP 選股邏輯， Leopold
显示更多
引用
Fiona &
@nft_hu
·
20小时
功率半导体相关股票：
Si MOSFET
Infineon $IFX.DE, $ON, $MPS, Renesas $6723.T

Si IGBT
 $IFX.DE, STMicroelectronics $STM, Mitsubishi Electric $6503.T

SiC MOSFET
$IFX.DE,  $STM,  $ON, $WOLF, $6963.T

GaN HEMT
$IFX.D,  $NVTS,  $ON, Innoscience $2577.HK

Gate Driver x.com/nft_hu/status/…
9
3
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authorName: Paradis Labs

handle: ParadisLabs

profileHandle: ParadisLabs

text:
Paradis Labs
@ParadisLabs
·
18小时
South Korean humanoid supply chains will be crucial.

For the upcoming humanoid production ramp.

GS forecasts that 30% of humanoid components will come from South Korea by 2035.

Due to their automotive industry expertise translating over into producing humanoid parts like
显示更多
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text:
Owl Prints
@ItsOwlPrints
·
17小时
$HYPE
 Consolidation & Resistance Target

The Play: Prioritizing price stability over immediate expansion to build a sustainable foundation.
Current Auction: $63.14 (Chop and accumulation just underneath overhead supply).
The Main Line: $64.60 (The structural level that must be
显示更多
引用
Owl Prints
@ItsOwlPrints
·
6月27日
$HYPE Weekend Recovery Mode

Current Price Level: $63.35 (Absorbing the recent downside pressure cleanly).
The Upside Focus: $64.60 (The exact horizontal overhead ceiling we need to shatter next).
The Market Condition: The pathway to this target is wide open, heavily relying on
14
7
30
5,388


authorName: Pep Invest

handle: PepInvestStocks

profileHandle: PepInvestStocks

text:
Pep Invest
@PepInvestStocks
·
17小时
$SILC
 - Great article!
引用
leki
@mkfilko
·
6月25日
 文章
$SILC - The Networking Name Hiding an AI Inflection
Intro
Most people scrolling past Silicom ($SILC) see a sleepy networking-hardware company that fell off a cliff in 2024 and never recovered. That snapshot misses what's actually happening underneath:...
2
13
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authorName: Yiannis Zourmpanos

handle: yianisz

profileHandle: yianisz

text:
Yiannis Zourmpanos
@yianisz
·
16小时
$RKLB
  logged its 10th consecutive Synspective launch at 100% mission success.

Market usually prices small launch like a lottery ticket, but repeatability is the real asset here.

Every clean flight lowers perceived execution risk and makes the space-systems backlog worth more,
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authorName: Photon Capital

handle: PhotonCap

profileHandle: PhotonCap

text:
Photon Capital
@PhotonCap
·
16小时
So fun.
I watched this talk today lol
Personally, I love
$GLW
引用
SemiVision
@semivision_tw
·
6月27日
GlobalFoundries and Corning jointly demonstrated an optical interconnect solution that combines a silicon photonics (SiPh) chip with a detachable GLASSBRIDGE™ connector. For the first time, they achieved a fully detachable GLASSBRIDGE™ connector capable of handling up to 280 mW
7
16
170
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text:
Photon Capital
@PhotonCap
·
15小时
https://
m.seoul.co.kr/news/sport/wor
ldcup2026/2026/06/29/20260629500003?wlog_tag3=naver
…
2
3
27
7,674


authorName: 郭明錤｜Ming-Chi Kuo

handle: mingchikuo

profileHandle: mingchikuo

text:
郭明錤｜Ming-Chi Kuo
@mingchikuo
·
13小时
2027 年記憶體供需缺口將持續擴大，這才是 Apple 遊說白宮「避免長鑫存儲未來被列入實體清單」的真相

▌先講我最新的產業調查：Apple 面對的壓力，已從記憶體成本大增，升級到供需缺口持續擴大。

1.  2026 年用於消費電子的記憶體產能中，預計 15–20% 將於 2027
显示更多
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text:
郭明錤｜Ming-Chi Kuo
@mingchikuo
·
13小时
The memory supply-demand gap will keep widening through 2027. That is the real reason Apple is lobbying the White House to keep CXMT off the Entity List.

▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.
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161
822
23万


text:
Pep Invest
@PepInvestStocks
·
12小时
$SIVE
$AEVA

$OUST

$VPG
引用
Paradis Labs
@ParadisLabs
·
5月29日
 文章
Robotics: The Next AI Frontier
AI's next frontier will be Robotics and Humanoids.
The past decade has seen rapid AI adoption in the structured digital world.
Those LLM breakthroughs now enable more general-purpose learning and more...
6
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authorName: Papsytwinz

handle: Papsytwinz

profileHandle: Papsytwinz

text:
Papsytwinz
@Papsytwinz
·
11小时
$POET
 is the biggest opportunity within the CPO-sector currently

interesting week ahead
164


text:
Pep Invest
@PepInvestStocks
·
10小时
$HIVE

$NVDA
12
2,445


text:
Paradis Labs
@ParadisLabs
·
10小时
Personally went long on Airlines mid-June.

Specifically a basket of:
1.
$DAL
 (Delta)
2.
$UAL
 (United)
3.
$ALK
 (Alaska)

It's a very simple thesis, and based around my Paradis Macro Reports:

- On June 14th Shehbaz Sharif (Pakistan PM) announced that the US + Iran had finalized
显示更多
引用
Paradis Labs
@ParadisLabs
·
6月27日
Three random themes & analysis:

1. Offshore drilling
2. Salmon
3. Airlines

These aren't multi-year stories like AI, humanoids or space. But are instead catalyst driven, short term trades.

High level notes:

1. Offshore drilling

Offshore drilling equities trade like
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authorName: tae kim

handle: firstadopter

profileHandle: firstadopter

text:
tae kim
@firstadopter
·
9小时
Vibes
1
2
25
6,372


text:
tae kim
@firstadopter
·
8小时
Fun fact. Console makers used to take large losses on initial hardware sales and made up for it through software platform royalties later in the cycle.
3
1
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authorName: Dylan Patel

text:
Dylan Patel
@dylan522p
·
7小时
people in SF be like what's ur superpower
"i won the imo"
"i got 3900 on codeforces"
"I can beat all the leetcoding"
Mine is that I can communicate with autistic people.
39
17
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5.7万


text:
Jukan @ICML
@jukan05
·
7小时
>>TSMC Teams Up with Winbond to Build a Homegrown DRAM Supply Chain for AI

• Amid deepening global memory shortages, TSMC has brought Winbond into its AI chip supply chain. The two companies will collaborate on next generation WoW (Wafer on Wafer) 3D stacking technology, with
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52
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5.9万


text:
Jukan @ICML
@jukan05
·
7小时
1
1
21
1.5万


text:
Gaetano
@crux_capital_
·
7小时
$GLW
 was the best performing 'optics' stock last week

It is one of my largest holdings

If you want to learn more about it, read this article!
引用
Gaetano
@crux_capital_
·
5月24日
 文章
$GLW - Is this A Durable Long-Term Investment?
I have been thinking a lot about what the most durable, long term companies are in the optical supercycle.
There are a lot of exciting AI companies. Some are early. Some are speculative. Some can go...
8
2
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text:
Jukan @ICML
@jukan05
·
7小时
Chinese and Japanese Aluminum Capacitor Leaders Join the Price Hike

As the second half of the year begins, aluminum capacitors have entered a new round of price increases. Rubycon, Japan's third largest aluminum capacitor maker, has issued a price increase notice, raising prices
中国和日本铝电容器领军企业也加入提价行列。

下半年伊始，铝电容器价格再次上涨。日本第三大铝电容器制造商红宝石公司（Rubycon）已发布涨价通知，提高了产品价格。
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text:
Jukan @ICML
@jukan05
·
7小时
1
1
13
1.4万


text:
tae kim
@firstadopter
·
6小时
This is how dumb our government is.

1. China already has advanced models that can find exploits.
2. By banning Mythos and GPT-5.6, the government denies the general public and companies the ability to DEFEND themselves in cybersecurity.
3. Haphazard policy, which casts doubt on
显示更多
引用
tae kim
@firstadopter
·
14小时
Is our government dumb enough to kneecap our most important tech leadership in frontier AI (potentially starving needed investment) with heavy-handed, technically clueless, haphazard, blind regulatory policy moves worse than Biden?

Scott Bessent should go back into his lane. x.com/davidsacks/sta…
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2.6万


text:
tae kim
@firstadopter
·
6小时
If our AI policy is going to be driven by what Jamie Dimon fearmongers to Scott Bessent, then god help us.

JPMorgan's incentives may differ from the U.S.
引用
tae kim
@firstadopter
·
6小时
This is how dumb our government is.

1. China already has advanced models that can find exploits.
2. By banning Mythos and GPT-5.6, the government denies the general public and companies the ability to DEFEND themselves in cybersecurity.
3. Haphazard policy, which casts doubt on x.com/firstadopter/s…
4
1
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text:
川沐｜Trumoo
@xiaomustock
·
3小时
这人非常符合想象中韩国投资者的精神状态
35
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authorName: 勃勃的美股投资日报吹水群

handle: bboczeng

profileHandle: bboczeng

text:
勃勃的美股投资日报吹水群
勃勃OC
@bboczeng
·
3小时
欧洲近期持续受到高温天气影响，多地气温刷新历史纪录，带动空调需求快速释放。

由于欧洲不少老式公寓存在无法打孔、外立面改造受限等安装难题，美的、格力、海尔等中国家电企业推出免安装、可移动的分体式空调，切中当地市场需求。
显示更多
5
1
10
7,775


authorName: Anshel Sag

handle: anshelsag

profileHandle: anshelsag

text:
Anshel Sag
@anshelsag
·
2小时
I know this is a very unique achievement, but for anyone who regularly eats hummus its a great one when it happens. I had EXACTLY enough pita bread for the amount of hummus I had to eat. Not any more, not any less. perfect.
1
108


alvin617.eth
@Alvin0617
·
2小时
謝謝
@168X_Fortune
 的邀請 , 上週見面聊了天  , 算了一下才發現和
@vcmktasa
 甚至認識了都有 10 年了, 驚人

老話一句, 台灣做內容的真的好少 , 看似 threads 和 ig 有很多知識創作者但很多真的是 ai 文字拼湊來的

台灣股票市場大家看的好像也就是曼報、股癌這些 KOL
显示更多
引用
168X
@168X_Fortune
·
18小时
 @Alvin0617 對話 168X：Crypto 還有希望嗎？下一輪 Alpha 藏在 AI、美股還是鏈上？

Alvin 是台灣最具代表性的 Crypto 投研內容創作者之一，2017 年進入幣圈、2021 年創立每日幣研 @CryptoWesearch 。這幾年他持續追蹤 DeFi、穩定幣、RWA、預測市場，也把研究視角一路延伸到 AI
3
3
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text:
AgAu Element
@AgAuElements
·
1小时
Everyone's passing around the standard retail hype paragraphs about the rumored
$AMD
 and
$AAOI
 partnership.

Let's look past the surface level "5x upside" chatter and break down the structural mechanics of why this architecture is a massive inflection point for next-gen AI
显示更多
引用
investing
@DollarCostAvg
·
6小时
: JUST IN :

Rumors: $AMD x $AAOI Partnership is the works.  Can lead $AAOI to 5x really quickly. NFA

Highly Possible AMD ( $AMD ) chooses Applied Optoelectronics ( $AAOI ), it makes strategic sense.

$AAOI has one of the most vertically integrated optical manufacturing
2
3
891


text:
Gaetano
@crux_capital_
·
1小时
Does anyone have any connections with
$OUST
 mgmt?

Would love to get connected!

@ousterlidar
引用
Gaetano
@crux_capital_
·
6月27日
 文章
$OUST Deep Dive - One of My Favorite Physical AI Plays
This is the most in depth report I have ever written, on a very exciting company.
If you read this article you will have a much deeper understanding of what Ouster does, how it plays into Physical AI,...
12
1
37
9,889


Damnang2
@damnang2
·
1小时
For those who are short on time, I’m also sharing a summary table
引用
Damnang2
@damnang2
·
6月18日
 文章
How the Memory Tax Gets Solved
Memory got expensive and supply is short.
Everyone knows that much. But if you read this as an ordinary supply-demand problem of rising prices and tight volumes, you miss what is actually happening....
5
24
4,996


text:
Serenity
@aleabitoreddit
·
1小时
Honestly this decade from 2020-2030 might be the most goated in human history.

- Scaling massive reusable rockets for orbital compute with
$RKLB
 to
$SPCX
.

- on the cusp of ASI and recursive learning with Anthropic and OpenAI

- Backflipping Boston Dynamics and Unitree
显示更多
210
76
855
11万


Damnang2
@damnang2
·
1小时
引用
Jukan @ICML
@jukan05
·
6小时
回复 @citrini
I cashed out my insurance and bought 2x leveraged SK Hynix.
11
4,247


text:
Yiannis Zourmpanos
@yianisz
·
47分钟
The selloff in Japan and South Korea tech says investors are pricing AI like demand broke.

That is 2 key supplier markets, not the end market.

Oil tells the cleaner story: even after advancing, it sits near pre-Iran-war levels from late February.

That matters for
$NVDA

Lower
显示更多
1
4
2,513


authorName: XinGPT

handle: xingpt

profileHandle: xingpt

text:
XinGPT
@xingpt
·
39分钟
最新一期视频我们做了太空数据中心的深入研究，SpaceX的故事从IPO开始只是起点，后续能不能支撑这个估值，产业链机会又如何布局。请看最新一期视频：
2.4万亿SpaceX押注的太空数据中心：究竟是AI的未来，还是马斯克吹的叙事泡沫？
youtube.com
2.4万亿SpaceX押注的太空数据中心：究竟是AI的未来，还是马斯克吹的叙事泡沫？
SpaceX 的上市引发了对太空数据中心到底能否成功的疑虑，也是投资SpaceX的关键。在这个视频我将探讨什么是太空数据中心，造价如...
4
8
1,644


text:
XinGPT
@xingpt
·
38分钟
B站也同步更新，欢迎关注：
bilibili.com
2.4万亿SpaceX押注的太空数据中心：究竟是AI的未来，还是马斯克吹的叙事泡沫？_哔哩哔哩_bilibili
606


authorName: 比特傻

text:
比特傻
@bitfool1
·
6分钟
《PDD的“废票折扣”》

我今天灵光一闪，思考pdd为啥估值这么低
不仅仅是中概的地缘问题
而是这家公司在没啥capex的情况下，不搞啥新业务+现金牛极度充裕时，依旧对股东0分红
做实了，pdd只是单向在二级融资，"永不分红"的股票
显示更多
2
478


authorName: 问月wmoon | StableStock

text:
问月wmoon | StableStock
@_wmoon
·
1分钟
韩国的盛大梭哈
>> 为什么三星、海力士会押注湖南地区（全罗南道和光州）

韩国政府将于今天公布的“大跨越三大超级项目”
包括三星电子和海力士
在湖南地区建设“半导体集群”等内容
总规模约达2000万亿韩元，接近25年韩国全年GDP
三星拟在光州先进技术区3区新建半导体工厂
显示更多
1
39


text:
问月wmoon | StableStock
@_wmoon
·
1分钟
kedglobal.com
Samsung, SK Hynix to announce massive facility investments as Korea maps out 2nd chip cluster - KED...
South Korea's semiconductor industry is preparing for its biggest geographical reshuffle in decades, with Samsung Electronics Co. and SK Hynix Inc. planning to
4