Stock pickers market. Pick right or sit it out. $PENG $AAOI $BB $NOK 263 likes · 9 retweets · 14 replies · 2026-06-01T16:30:42.000Z Captured by scrape-follows from @kawzinvests

RT @SaiseiInvesting: What’s so impressive to me about @joinautopilot’s “Photonics is Next” basket is that @michaelsikand + @KawzInvests & t… 0 likes · 2 retweets · 0 replies · 2026-06-01T19:19:51.000Z Captured by scrape-follows from @kawzinvests

$NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic, SpaceXAI Cloud: $NBIS $ORCL $CRWV Manufacturing: $DELL $HPE $SMCI $SNX Taiwan ODMs: Foxconn, Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Compal, Pegatron, Inventec, MSI 184 likes · 29 retweets · 13 replies · 2026-06-01T04:17:41.000Z Captured by scrape-follows from @kawzinvests

$AAOI is guiding to 930,000 units per month of 800G and 1.6T capacity by end of 2027. That's 9x the Q1-26 exit rate of 100,000 per month. Semis are already trading at 44x 2026 earnings. Price is running 2 years ahead of fundamentals across the entire complex. The setup isn't 433 likes · 41 retweets · 16 replies · 2026-06-01T14:02:53.000Z Captured by scrape-follows from @kawzinvests

Looking for a junior analyst. DM me if interested. 74 likes · 2 retweets · 11 replies · 2026-05-29T15:07:11.000Z Captured by scrape-follows from @kawzinvests

Getting a ton of DMs on this, thank you all. Please be patient, I will do my best to get back to everyone. 15 likes · 0 retweets · 1 replies · 2026-05-29T15:26:33.000Z Captured by scrape-follows from @kawzinvests

$DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI orders and a $51.3B backlog. FY27 AI server guidance raised to roughly $60B. Demand still ramping... $PENG (~$2.8B) already runs a live infrastructure deal with $DELL and Deepgram. Its integrated 138 likes · 11 retweets · 13 replies · 2026-05-29T12:20:14.000Z Captured by scrape-follows from @kawzinvests

$MX has been sitting in my notes for a while. NVIDIA just said it directly: "As data centers transform into AI factories, the legacy 54 V standard has become a bottleneck." Their 800 VDC partner list includes $ON, $STM, $TXN, Infineon, Rohm. All multi-billion cap. All 168 likes · 17 retweets · 21 replies · 2026-05-28T15:11:07.000Z Captured by scrape-follows from @kawzinvests

Most stocks that go viral have nothing underneath them. $HLIT has a 95% software monopoly, a $582M backlog, 43% revenue growth, and a mandatory upgrade cycle that runs through 2027. @_TJRTrades full porting $HLIT. 527 likes · 26 retweets · 20 replies · 2026-05-27T21:01:14.000Z Captured by scrape-follows from @kawzinvests

@kevinxu @michaelsikand 15 likes · 0 retweets · 0 replies · 2026-05-27T21:03:02.000Z Captured by scrape-follows from @kawzinvests

I remember knowing @KawzInvests back when he only had a few hundred followers. Watching the growth to nearly 100k has been insane. Huge congrats to one of the best informational accounts on X, well deserved 84 likes · 3 retweets · 9 replies · 2026-05-26T22:42:18.000Z Captured by scrape-follows from @kawzinvests

Your picks are crushing it. Best follow I’ve made on X. Your research and info is top notch 26 likes · 1 retweets · 4 replies · 2026-05-22T16:51:41.000Z Captured by scrape-follows from @kawzinvests

$BB and $NOK both ripping today. Pretty sure I was the first to connect that neither of these is the phone company anyone remembers. $NVDA paid $1B for 3% of Nokia in October. Nokia is the networking partner for OpenAI's European Stargate buildout through Nscale, with optical 320 likes · 26 retweets · 34 replies · 2026-05-22T15:00:54.000Z Captured by scrape-follows from @kawzinvests

Also wanted to add a point I don't see highlighted enough on $NOK. Nokia is Nscale's preferred networking partner for their entire global data center buildout. Every site on the map Norway, Iceland, UK, Portugal, Texas, North Carolina, West Virginia falls under one agreement 285 likes · 27 retweets · 6 replies · 2026-05-22T21:05:18.000Z Captured by scrape-follows from @kawzinvests

Wanted to expand on why David Heard joining the $PENG board matters. Heard was CEO of Infinera when $NOK acquired them for $2.3B. That deal turned Nokia from a photonic component assembler into a vertically integrated optical manufacturer. AI and Cloud orders nearly doubled year 180 likes · 14 retweets · 13 replies · 2026-05-21T21:17:19.000Z Captured by scrape-follows from @kawzinvests

The president of $NOK Network Infrastructure division just joined the board of $PENG. INSANE Now look at the rest of that board. > Penny Herscher, who also chairs on $LITE > Mark Papermaster, the sitting CTO of $AMD > Ian Colle, who ran Advanced Computing at $AMZN > And now 613 likes · 76 retweets · 27 replies · 2026-05-18T21:28:24.000Z Captured by scrape-follows from @kawzinvests

I added to my $NOK position on this dip. $BB is up nicely today too. $NOK $BB 227 likes · 4 retweets · 15 replies · 2026-05-18T14:14:36.000Z Captured by scrape-follows from @kawzinvests

Full Penguin deep dive. https://asymmetricalbets.substack.com/p/penguin-own-the-ai-factory-platform?r=7mqn0f… 8 likes · 0 retweets · 1 replies · 2026-05-18T21:31:09.000Z Captured by scrape-follows from @kawzinvests

Full $NOK deep dive. $4 to $15, why Jensen bought 3%, and our three scenarios. https://open.substack.com/pub/asymmetricalbets/p/nokia-critical-ai-infrastructure?r=7mqn0f&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true… 21 likes · 0 retweets · 1 replies · 2026-05-18T21:30:33.000Z Captured by scrape-follows from @kawzinvests

Trump's second best performing position of 2026 is $PENG at +145%. Did the orange man build a better AI infrastructure portfolio than most funds? 131 likes · 9 retweets · 1 replies · 2026-05-17T23:08:39.000Z Captured by scrape-follows from @kawzinvests

Full $PENG breakdown in my Substack if you want to understand why it's up 145% and where it goes from here.https://asymmetricalbets.substack.com/p/penguin-own-the-ai-factory-platform?r=7mqn0f… 14 likes · 0 retweets · 1 replies · 2026-05-17T23:27:43.000Z Captured by scrape-follows from @kawzinvests

Leopold’s Q1 13F missed today’s 5:30 PM ET deadline. No filling as of now. EDGAR froze at 5:31 PM. Anything filed between 5:30 and 10:00 PM tonight won’t appear publicly until Monday 6:00 AM ET. Looks like we will find out Monday. I could be reading this wrong so don’t take my 281 likes · 14 retweets · 23 replies · 2026-05-15T22:56:08.000Z Captured by scrape-follows from @kawzinvests

https://wsj.com/tech/blackberry-qnx-software-cars-bf2a2280?mod=e2tw… 11 likes · 1 retweets · 0 replies · 2026-05-02T23:44:45.000Z Captured by scrape-follows from @kawzinvests

$BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK? > $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matters in physical compute is partnered with BlackBerry. > Just named foundational software partner for 341 likes · 47 retweets · 25 replies · 2026-05-02T23:42:43.000Z Captured by scrape-follows from @kawzinvests

This is one of the most insane runs of the entire cycle. $AAOI up 382% YTD. From $11 to $190 in 12 months. I started buying in the low 30s when fewer than 5 accounts on this app were covering the name. The 1.6T supercycle is here. 883 likes · 51 retweets · 54 replies · 2026-05-01T16:09:43.000Z Captured by scrape-follows from @kawzinvests

$NOK is now inside Anduril's Sentry stack. A year ago this was a dying telecom equipment name trading sub-$5. Today Nokia is in Nvidia's AI-RAN stack, in hyperscaler optical backbones, and now in Anduril's Sentry. > Hyperscaler optical from the Infinera deal. €2.4B in AI and 1332 likes · 184 retweets · 37 replies · 2026-05-01T01:39:49.000Z Captured by scrape-follows from @kawzinvests

New phone who dis? $NOK 108 likes · 2 retweets · 2 replies · 2026-05-01T16:36:04.000Z Captured by scrape-follows from @kawzinvests

$AAOI's 1.6T pluggable optics line at OFC 26 is running on $VIAV ONE-1600 test equipment. This is the unsexy chokepoint of the optical transition. Nobody ships a 1.6T module without validating 224G SERDES, and $AAOI runs the largest US-based 1.6T transceiver production. “The 289 likes · 24 retweets · 13 replies · 2026-04-28T02:34:14.000Z Captured by scrape-follows from @kawzinvests

The CPU is the bottleneck in agentic AI, not the GPU. Up to 90.6% of an AI agent's runtime, the GPU is idle. Georgia Tech and $INTC hooked five production-style agents to real hardware and stopwatched every step. Where the latency actually goes. > RAG retrieval. CPU document 218 likes · 33 retweets · 18 replies · 2026-04-27T18:37:59.000Z Captured by scrape-follows from @kawzinvests

Check out the full research paper here. "Towards Understanding, Analyzing, and Optimizing Agentic AI Execution: A CPU-Centric Perspective." Georgia Tech and Intel, November 2025. https://arxiv.org/pdf/2511.00739 12 likes · 0 retweets · 1 replies · 2026-04-27T18:40:28.000Z Captured by scrape-follows from @kawzinvests

$SOI is up over 300% YTD. Soitec is the foundation wafer under every silicon photonics chip in the world. TSMC, GlobalFoundries, and Tower Semi all run on their Photonics-SOI. Management says it is in every new AI data center. Revenue from it compounds at 25% per year through 148 likes · 12 retweets · 11 replies · 2026-04-24T15:25:49.000Z Captured by scrape-follows from @kawzinvests

her: what are you doing tonight me: researching japanese specialty chemicals her: ... me: there's three of them her: ... me: one of them has been making hydrofluoric acid since 1916... 228 likes · 7 retweets · 7 replies · 2026-04-22T05:33:55.000Z Captured by scrape-follows from @kawzinvests

The US just announced a blockade of the Strait of Hormuz starting Monday 10am ET. Peace talks failed.

Trump went on air within hours and said this: "A laser melts the drone. It's a beautiful thing to see." The US is spending $2,000,000 per Patriot interceptor to kill $2,000 Iranian drones. A laser costs $10 per shot.

$LASR is the only US publicly traded pure-play directed energy weapons stock. Supplier to Iron Beam. Holds a $171M contract to demonstrate a 1MW laser for Golden Dome this year.

…

$OPTX (~$350M) is North America's largest polymer optics manufacturer. Every step under one roof. Raw polymer in, finished electro-optic assembly out, without touching a foreign subcontractor.

China controls the majority of global polymer optics production. Anduril has an internal policy against sourcing from China. NDAA Section 834 bans adversary-nation optics by 2030. Those constraints together eliminate most of the field. Syntec is one of the only domestic companies that qualifies.

…

"The US just announced a blockade of the Strait of Hormuz starting Monday 10am ET. Peace talks failed.

Trump went on air within hours and said this: 'A laser melts the drone. It's a beautiful thing to see.'

The US is spending $2,000,000 per Patriot interceptor to kill $2,000 Iranian drones. A laser costs $10 per shot.

$LASR is the only US publicly traded pure-play directed energy weapons stock. Supplier to Iron Beam. Holds a $171M contract to demonstrate a 1MW laser for Golden Dome this year.

…

• Source: https://x.com/kawzinvests/status/2042608287447707909
• Author: KawzInvests (@KawzInvests)
• Date captured: 2026-04-10
• integrated_into: .brief/physical-ai-infrastructure-thesis.md

TL;DR

LITE (Lumentum) extended its sold-out window from end of 2027 to ALL of 2028. They make the EML lasers that power every 800G and 1.6T optical transceiver going into AI data centers — 50%+ global market share with no alternative supply chain. NVDA already put $2B into LITE with non-cancelable…

315 likes · 43 retweets · 14 replies · 2026-02-26T20:19:29.000Z Captured by scrape-follows from @kawzinvests