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in postLONG
“I've been gradually buying up the discounted stocks.”
@damnang2
Sivers Semiconductors is an AI photonics chokepoint being bought on a pullback, with a GlobalFoundries CPO partnership and Nasdaq dual listing as pending re-rating catalysts
SIVEFLONG@ $6.64
$3.33-49.87%
since call Jun 26
in postLONG
“I've been gradually buying up the discounted stocks.”
@damnang2
SanDisk is a flash memory chokepoint with 2026 capacity fully sold out and NAND contract prices up 70-75%, being tranche-bought on dips
SNDKLONG@ $2,046.81
$1,234.09-39.71%
since call Jun 26
in postLONG
“I've been gradually buying up the discounted stocks.”
@damnang2
AAOI is an AI optical chokepoint being tranche-bought on a 40% pullback from highs, with a 1.6T shipment catalyst days away
AAOILONG@ $138.76
$92.53-33.32%
since call Jun 26
“I've been gradually buying up the discounted stocks.”
@damnang2
Nebius is a pure-play AI cloud chokepoint with 841% revenue growth and all GPU capacity through mid-2026 already booked, being tranche-bought on dips
NBISLONG@ $244.05
$188.10-22.93%
since call Jun 26
TIMESTAMPS
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