AEIS

Calls · 30d

1

1 long · 0 exits

Calls per day · last 30 daysThis week +1

Latest call Sep 13 · @yianisz

Ranked backers

10% of the board

Long share

100%

Best rank

#220

Avg basket weight

1%

Backing now

1

Backing it now

1. #220@yianisz1% of basketLong · day 4unranked when counted

Latest call on AEIS

@yianisz

Read as: Long POWL, Long AEIS, Long VRT, Long COHR, Long LITE, Long AAOI · Medium confidence

Yiannis Zourmpanos@yianisz

$MU / $SNDK taught me to follow customer orders downstream. Memory is already being locked up years ahead. The next opportunity is what those customers still need to actually turn AI clusters on. That points me toward power first, then optics: $POWL $AEIS $VRT for power, $COHR

tweeted Sun, Sep 13 · counted from Mon, Sep 14 close