Just a random thought: $JBL seems highkey compelling long idea at $38B.

Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet.

Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough demand.

They already have the massive supply chains setup… and took over $INTC pluggable lines.

…

Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy 669 likes · 44 retweets · 113 replies · 2026-06-02T01:41:08.000Z Captured by scrape-follows from @aleabitoreddit

I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. 1185 likes · 100 retweets · 147 replies · 2026-06-01T23:51:46.000Z Captured by scrape-follows from @aleabitoreddit

Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in France. This was my favorite comment: “What about the Water” 881 likes · 30 retweets · 114 replies · 2026-06-01T20:27:55.000Z Captured by scrape-follows from @aleabitoreddit

-> IP acquisition -> Just waiting for CPO to take off $SIVE is a laser chokepoint for photonics and are publicly validated by: - $GFS (1 of 2 public laser suppliers with $LITE for CPO per presentation) - $JBL (“Relatively dramatic moat” for pluggables built with Sivers) - 926 likes · 69 retweets · 10 replies · 2026-06-01T20:01:50.000Z Captured by scrape-follows from @aleabitoreddit

To be fair Trump did tell everyone to buy $DELL, multiple times this year. He did go out and buy $1-$5M worth of Dell stock himself after all… But should have seen this coming with Dell blowout earnings. After what happened with $INTC. If you feel like you’re late, there’s a 1981 likes · 144 retweets · 336 replies · 2026-05-29T13:57:15.000Z Captured by scrape-follows from @aleabitoreddit

This article does a fantastic job of detailing how my initial investment thesis on $RPI evolved step by step! Friends in the Chinese community are truly masters at storytelling—I'd be delighted to let more people see this kind of great writing. Especially since, through these 748 likes · 61 retweets · 108 replies · 2026-05-29T11:22:23.000Z Captured by scrape-follows from @aleabitoreddit

I’m pretty international! I’m in Japan right now so learning Japanese. Lived in China for a tiny bit and I travel to Taiwan pretty often. So know some Chinese. Used to play soccer in Mexico, so I know some Spanish. I used to go to Korea just to play League of Legends in KR 1771 likes · 44 retweets · 257 replies · 2026-05-23T13:56:30.000Z Captured by scrape-follows from @aleabitoreddit

I love how pointing out that ideas and market percentage validation. Matter more than net worth. Triggered all the “trust me I’m rich” grifters selling expensive paywalls or courses. It’s good retail is starting to wake up if the older models feel threatened. 640 likes · 11 retweets · 59 replies · 2026-05-23T18:45:20.000Z Captured by scrape-follows from @aleabitoreddit

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 2069 likes · 97 retweets · 251 replies · 2026-05-23T16:55:31.000Z Captured by scrape-follows from @aleabitoreddit

For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T. They basically supply lasers to the leading players in the CPO space. From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for 761 likes · 65 retweets · 50 replies · 2026-05-23T05:41:35.000Z Captured by scrape-follows from @aleabitoreddit

5 months ago. I gave a PT of $150 with $AXTI. Over 10x that current values from a $500M MC. It’s now a $9.2B MC and $140. $10 away. New $SIVE longs are starting to realize what’s it’s like to be in AXT. And that I’m pretty good at guessing intrinsic valuations of companies. 1285 likes · 45 retweets · 135 replies · 2026-05-23T01:52:03.000Z Captured by scrape-follows from @aleabitoreddit

2 Year Return: 22,561.99% Pretty decent, right anon? 1443 likes · 23 retweets · 172 replies · 2026-05-23T06:50:41.000Z Captured by scrape-follows from @aleabitoreddit

Who could have thought China was holding all the cards over humanoid mass production? Really if America sees a future in $TSLA or Figure robotics programs. Maybe it’s time to start pouring more funding sovereign rare earths supply chains. Whatever we’re doing now isnt enough. 171 likes · 23 retweets · 101 replies · 2026-05-20T00:14:37.000Z Captured by scrape-follows from @aleabitoreddit

This is just confirmation on timelines: H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340). This next part is $SIVE likely project with $AAPL: "After this, Apple's next health monitoring capabilities are 273 likes · 21 retweets · 146 replies · 2026-05-19T23:20:20.000Z Captured by scrape-follows from @aleabitoreddit

$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos 1354 likes · 109 retweets · 407 replies · 2026-05-19T14:36:19.000Z Captured by scrape-follows from @aleabitoreddit

How are so many of these large scamming/impersonator accounts allowed to exist on X? They just copy your username, block the original author so you can't find them, then manipulate the algorithm for their main accounts. Then any accidental view algorithm boosts their main 608 likes · 18 retweets · 110 replies · 2026-05-19T12:14:58.000Z Captured by scrape-follows from @aleabitoreddit

2393 likes · 306 retweets · 227 replies · 2026-05-19T10:59:03.000Z Captured by scrape-follows from @aleabitoreddit

Just some random notes: For glass substrates: "YC… 414 likes · 11 retweets · 30 replies · 2026-05-19T15:40:47.000Z Captured by scrape-follows from @aleabitoreddit

How does Trump forever immune everyone around him from getting a tax audit? Not setting a good precedent here… 237 likes · 15 retweets · 87 replies · 2026-05-19T23:33:15.000Z Captured by scrape-follows from @aleabitoreddit

$500m $AAPL supplier likely primary source for the… 306 likes · 1 retweets · 21 replies · 2026-05-19T16:30:49.000Z Captured by scrape-follows from @aleabitoreddit

Yes, markets might have missed this with $SIVE + $GFS SCALE. The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indicator for Sivers. Whenever semis like $AMD (using $GFS for CPO), builds their optical solutions 641 likes · 54 retweets · 57 replies · 2026-05-04T22:43:01.000Z Captured by scrape-follows from @aleabitoreddit

Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$87. I covered Nebius a ton late last year and at the start of this year. Focusing on sum of parts from Avride to Clickhouse to how their balance sheet help them scale up their AI Cloud. Was a 1424 likes · 81 retweets · 129 replies · 2026-05-04T17:09:55.000Z Captured by scrape-follows from @aleabitoreddit

Fun thing to note: $SIVE / $SIVEF is the likely undisclosed laser supplier for Lightelligence as well. Credit to: Plaskpojen for the OSINT find. 960 likes · 60 retweets · 90 replies · 2026-05-04T17:46:42.000Z Captured by scrape-follows from @aleabitoreddit

TL;DR

Self-victory lap on $TSEM and $AEHR doubling/tripling after he went long. More usefully, he spells out his method in four bullets and introduces a new name: $ALRIB (Riber, Paris-listed MBE equipment maker, quantum-dot laser angle, Microsoft Quantum catalyst).

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• Source: https://x.com/aleabitoreddit/status/2042701873833218352
• Author: Serenity (@aleabitoreddit)
• Date captured: 2026-04-11
• integrated_into: .brief/physical-ai-infrastructure-thesis.md

TL;DR

Track record post: Serenity claims the most triple-digit stock return calls YTD. All photonics/semiconductor names. AXTI 5x, AAOI 5x, LITE 2x, AEHR 2x, IQE 2x, CRCL 2x, OSS 2x. The thesis is clear — photonics infrastructure for AI data centers is the trade of 2026.

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This is S tier research I put out for free! Appreciate the shoutout from technical folks like @TheValueist who saw how awesome this trade idea was: -> mapped pass through structures of $EWY and SK Hynix/Samsung despite ETF rebalances -> found 2028 volatility pricing issues on 1306 likes · 102 retweets · 118 replies · 2026-02-23T15:29:35.000Z Captured by scrape-follows from @aleabitoreddit