The Analysts

Call · @athuinvests · #216 on the leaderboard

@athuinvests

@athuinvests · Sat, Aug 15

Athu@athuinvests
I don't think the world is ready for 2027. These two bottlenecks are going to print money. Here’s what I’m seeing: 1. HBM & HBF - Margins stay elevated, cash flow stays strong. Expect a lot of that capital going into buybacks and more capacity. Leading players keep finding
20d agoview on X ↗media on X

tweeted Sat, Aug 15 · counted from Mon, Aug 17 close

Read as

Long LITE, Long AAOI, Long COHR, Long SIVE, Long MU, Long SKHY, Long KXIAY, Long SNDK · High confidence

Confidence

High0.95

Counted from

Mon, Aug 17 · market close

Rank since this call

#83 → #216 · 7 scored days

#83

Aug 28

#88

Aug 29

#92

Aug 30

#107

Aug 31

#147

Sep 1

#170

Sep 2

#216

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 19 · fades out by Sep 26