Athu

Athu@athuinvests

This is insane! $AVGO is targeting $30+ EPS in FY2028 Current price: ~$350 Stock can easily triple from here in two years

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Athu@athuinvests

They called $FCEL the next $BE 😂 Send me the $100 Substack articles please! Don't say you weren't warned

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Athu@athuinvests

Just a TL;DR on why $SIVE is doing the right things: > US listing in 2027. 99% confirmed, they just can't say it yet for legal reasons. > 7 pluggables customers, with $JBL ramps coming soon. > New SAM opening up for their SOAs in optical circuit switches. > Opportunity

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Athu@athuinvests

$CRDO earnings call: Lot of technical details so will simplify and keep it short. > AEC business continues to grow and show opportunity while the company expands its photonics division. > Customer engagements with Neoclouds and ties with five hyperscalers already, meaning

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Athu@athuinvests

This is why I'm holding $NBIS and $BRUN for the long term. It's also why demand across memory, photonics, and the rest of the semiconductor stack will keep surging, at minimum until 2030. Here's what I think is really happening: the winners retail found early are slowly

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Athu@athuinvests

You won’t believe me: I’m going to keep buying some of the world's greatest businesses ever built during every single AI sell-off. Here’s why I'm bullish: 1. Token demand keeps growing. Training was just the beginning. 2. Semis are still supply-constrained across HBM, advanced

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Athu@athuinvests

$SOFI is forming strong base here since March. Anyone a fan of this company? - PEG ratio: 0.53 - Forward PE: 21.10 Undervalued! Good time for a long-term position. Revenue growth looks solid for the next few years.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Athu@athuinvests

IT IS CERTAIN: $AEVA IS A $SIVE CUSTOMER “We are also strengthening our partnership at the top executive levels with our LiDAR customer as we identify future areas for continued strategic collaboration.” - CEO, Vikram $AEVA just recently launched their optical connectivity

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close