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Everything we have picked from this writer, newest first.
Steadily down, then suddenly. H/T @forgebitz Semrush showed signficant decline for $RDDT citations last year, and now a sudden further plummet. Perhaps human shitposting and SEO AI slop fest isn’t indispensable data… https://t.co/aSIBSTBUfE https://t.co/z0EEAvAm7E
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
The $ENVX chart looks like a battery losing its charging capacity over time… https://t.co/kOK3rpZR17
$CENX is a non-AI bottleneck https://t.co/L0PvNNH4HK
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
@ShitFund Fills me with $GLE https://t.co/zsPt26H9HM
JPM taking $ACMR PT from $70 to $110 >105% order growth (memory likely more than half) > international markets expanding > ECP lead (#3 globally) > “Platform in the making” https://t.co/caRVrfHgSm
China’s wafer-fab-equipment market reaches $101 billion by 2028 as local vendors gain share, while logic and memory capacity ramps lift 2027-28 estimates for ACMR.
Super Micro Computer forecasts FY2027 sales of $65 billion to $72 billion and first-quarter sales of $14.5 billion to $15.5 billion, with non-GAAP EPS of $1.01 to $1.10.
UBS initiates $CENX conservatively: $60 at 4x EV/EBITDA > Oklahoma & shareholder return catalysts > best leverage to US MWP > Oklahoma and datacenter not priced in > 4x below normalized mid cycle https://t.co/MiKQD9rlFV
@Borlaug_ @SouthernValue95 Thanks. How do you think this dynamic sets up for Halozyme $HALO?
Timna on $CENX “early innings of broader FCF rebound.” “Hugely undervalued” at 1.5x their ‘27 EBITDA. $83 PT at 4x! Direction of numbers up, delta to street up, and lots of multiple rerate room imho https://t.co/8wkrmh5S83
GS on $ACMR beat and 2026 raise. PT $164 2027 numbers and memory contribution (CXMT matter more) imho https://t.co/XXKNyhL8Gg
Century Aluminum, $CENX, expects all assets to operate at full capacity in Q3 and Q4, demonstrating earnings power after more than a decade of constraints.
Kurian laid out the GCP margin expansion playbook a few years ago $GOOGL https://t.co/bsk7XfK4Ym
$ACMR https://t.co/iEnipv5cD6
SharkNinja reported 22% year-over-year Q2 net sales growth, its fastest rate since Q4 2024 and 13th straight quarter of double-digit growth.
Semrush found that Reddit citations collapsed in ChatGPT through 2025. And in AI responses in general. Different reasons have been proffered, but I for one am glad SEO spam and human-generated nonsense is being weighted less $RDDT https://t.co/J1qIjVsvlO
Timna Tanners: We see limited impact from the aluminum tariff tweak $CENX https://t.co/B4tCNvsy5Z
Hmmm so what happens to China WFE and local semicap? $ACMR https://t.co/zCLlueeF3O
“Huawei’s report on its progress gave Ding leeway to be more aggressive. He delivered a blunt warning to China’s largest AI users, according to people familiar with the message: Anyone who resisted employing domestic chips was a traitor.” $ACMR https://t.co/2DDOgMTQEW
$THC smoked the hospital narrative and HCA, with a beat, raise and $2 Bn additional buyback. Bears might not be ambulatory for long… https://t.co/Jqp3snqr1l
As usual with Hemingway, the last three sentences here are key $ACMR https://t.co/GhNV2Ci8IM
$ORLA might have miner issues? https://t.co/fyc91D3J81
