Would be an interesting experiment: -> What % of UK people know that $ARM is our largest company? Vs. -> What % of U.S. people know that $NVDA is their largest company? I'll guess that the U.S. is WAY ahead. The UK investing scene is so behind it's not even funny. 176 likes · 7 retweets · 29 replies · 2026-06-01T16:42:35.000Z Captured by scrape-follows from @ParadisLabs

$RKLB down 12.28% today: Other space names like $ASTS, $RDW, $FLY are down, seemingly because of the Blue Origin explosion. No negative Rocket Lab news. I've personally been waiting for a dip after their stellar earnings last month. And just a reminder on Earnings highlights: 340 likes · 21 retweets · 28 replies · 2026-06-01T18:15:52.000Z Captured by scrape-follows from @ParadisLabs

Not sure why $CRDO is down 16% after releasing positive earnings? Rev: $437M vs $433M expected (+157% YoY) EPS: $1.16 vs $1.00 expected (+231% YoY) Guidance: Raised for rev + gross margins Personally started a position at ~$192 on this negative market reaction: For more SiPho 341 likes · 23 retweets · 66 replies · 2026-06-01T20:24:19.000Z Captured by scrape-follows from @ParadisLabs

405 likes · 49 retweets · 28 replies · 2026-05-29T14:30:55.000Z Captured by scrape-follows from @ParadisLabs

SaaS is alive. $NOW +23% since my post last week. AI is not replacing these names: - $PLTR - $MSFT - $NOW - $SHOP - $DDOG - $CRM - $SNOW - $APP - $MDB - $ZETA - @amitisinvesting Basis Points pod w/ CEO convinced me of this. (No position) Many of these companies are so 134 likes · 8 retweets · 33 replies · 2026-05-29T19:00:17.000Z Captured by scrape-follows from @ParadisLabs

We're still at the beginning of the CPO supercycle. Bank of America report on Optical Interconnects & CPO: Total Optical TAM expansion of 5x: 2025 = $14B 2030 = $73B With a CPO contribution of $15B. That matches to Goldman's low-end CPO scenario - based on $NVDA Vera Rubin / 169 likes · 14 retweets · 19 replies · 2026-05-23T17:19:21.000Z Captured by scrape-follows from @ParadisLabs

CPO Supply Chain Participants (Bank of America): $NVDA: - Two CPO-based systems: Quantum-X InfiniBand Photonics + Spectrum-X Ethernet Photonics. $AVGO: - Currently on 3rd generation of CPO-enabled switch ASIC w/ the TH6 Davisson released in H2'25 $MRVL: - Competes in CPO 47 likes · 4 retweets · 8 replies · 2026-05-23T19:00:00.000Z Captured by scrape-follows from @ParadisLabs

$NOW's margins won't get compressed due to inference costs: It's correct for SaaS companies that price AI as a feature inside their existing seat license model. E.g. Copilot pricing initially was a nightmare cos of this. But ServiceNow's pricing bypasses this by making AI 85 likes · 5 retweets · 12 replies · 2026-05-22T18:28:41.000Z Captured by scrape-follows from @ParadisLabs

If it's not related to AI, the markets don't seem to care? This $NOW sell-off seems way too aggressive. They've got 600+ customers with an ACV over $5M lol (grew 22% YoY). You don't sign multi-year deals that big if the platform is getting disrupted by AI? Not sure what needs 281 likes · 13 retweets · 48 replies · 2026-05-22T18:19:17.000Z Captured by scrape-follows from @ParadisLabs

Core Themes: CPU HBM/NAND Burn-in / test Glass core substrates ABF/InP substrates 800G/1.6T transceivers CW lasers/ELS SiPh foundry InP epi FAU SiC/GaN Fuel cells Transformers 423 likes · 24 retweets · 28 replies · 2026-05-22T21:56:00.000Z Captured by scrape-follows from @ParadisLabs

Major $OUST catalyst just in: $OUST announce partnership with Fujifilm to develop the world's first colour lidar sensors. That gives $OUST a stronger value proposition in physical AI / robotics / automation. Since colour accuracy & consistency are important for perception 283 likes · 9 retweets · 21 replies · 2026-05-19T11:00:22.000Z Captured by scrape-follows from @ParadisLabs

SpaceX $SPCX Supply Chain: Some are confirmed suppliers. Most are strongly inferred from supply chain mapping + vendor marketing since SpaceX keeps its supplier list private. Critical: $STM - RF chips for antennas $LIN / $APD - LOX, helium, hydrogen for Starbase/Cape $SNPS - 253 likes · 28 retweets · 26 replies · 2026-05-19T18:05:29.000Z Captured by scrape-follows from @ParadisLabs

$IQE is playing out as expected. Just so you're aware: - $IQE raised £81M via $MTSI (£45M) + offer to existing UK shareholders (£36M). - This de-risks $IQE balance sheet + gains them strategic partnership w/ $MTSI. Which is very bullish longer-term. - Admission of new shares was 213 likes · 16 retweets · 28 replies · 2026-05-19T08:42:09.000Z Captured by scrape-follows from @ParadisLabs

96% active followers is pretty crazy?! Writing on X has become a fun passion of mine, and I'm glad that so many of you are here for the journey! The support genuinely means a lot to me. And feedback is always welcome on how I can continue to help you guys even more! 195 likes · 1 retweets · 24 replies · 2026-05-19T13:47:39.000Z Captured by scrape-follows from @ParadisLabs

Trade idea: Hana Micron (067310.KQ) at ~1.9B MC: The turnkey partner to Samsung & SK Hynix. High risk, high reward OSAT play. TLDR: - we’re in the strongest memory cycle in ~3 yrs w/ HBM having decoupled captive lines. - Hana are the memory-focused OSAT pure-play - Hana’s 292 likes · 26 retweets · 23 replies · 2026-05-04T20:29:45.000Z Captured by scrape-follows from @ParadisLabs

$LITE report Q3 earnings tomorrow: Fun fact, over the last 2 years, $LITE has: 1. beaten revenue estimates 100% of the time 2. beaten EPS estimates 100% of the time I'm expecting a 90-100% rev increase vs. $425M last yr. They recently announced $NVDA's $2B investment in $LITE 188 likes · 8 retweets · 14 replies · 2026-05-04T22:56:02.000Z Captured by scrape-follows from @ParadisLabs

Episil-Precision now up 95% since my original thesis just 4 weeks ago. I'm the only person in the 20-yr history of X that has ever talked about the company. (Just to remind you). A 100% original investment thesis. Their SiPh epi foundry business has just passed customer 180 likes · 3 retweets · 26 replies · 2026-05-04T17:44:44.000Z Captured by scrape-follows from @ParadisLabs

Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They literally did $28B revenue in 2025. And are guiding >$40B for 2026. Meaning P/S ratio = just 0.6, mainly due to overhang from smuggling $NVDA chips to China earlier this yr. Key for Earnings 198 likes · 6 retweets · 32 replies · 2026-05-04T23:37:40.000Z Captured by scrape-follows from @ParadisLabs

YTD returns crossed over 500% today. Despite significant macro sell off due to Iran war. And with no margin. Pretty sure I'm outperforming people that charge $5k+ per year for research and technical signals? Some of the big YTD drivers: > AI supply chain bottlenecks make up 1252 likes · 39 retweets · 69 replies · 2026-04-10T19:44:51.000Z Captured by scrape-follows from @ParadisLabs