Paradis Labs @ParadisLabs

@SingularityRes Goat

@Bry_m0n They have some and it looks crap

If you see me wearing $SNDK merch, mind your business. Bullish.

keyboard_arrow_left Previous keyboard_arrow_right Next

@valerijatrades1 I want the long sleeves

@BullOfWallStr Both

@CifrOracle Oh, yeah I get you! It's not about the dips really, it's just a case that I probably see better compounders in the market rn e.g. Nebius/Marvell type names

Everything's gone quiet around $AXTI suddenly? They're still a vital InP substrate bottleneck: AI capex ↓ More GPUs ↓ Optical interconnect ↓ Optical transceivers (800G → 1.6T → 3.2T) ↓ Each transceiver needs EML/DFB/CW lasers ↓ Those are fabbed on InP substrates ↓ $AXTI (and Sumitomo) supply the substrates Near term story is 800G/1.6T pluggables. CPO inflection will be "late 2027 and beyond" (management guidance). With 2X InP capacity by end of 2026. I.e. demand > supply. And fresh capex in 6-inch InP R&D for next-gen EML/SiPho: Larger diameter = more die per wafer = lower unit cost + is required by some advanced device roadmaps. But ofc, a ton of pricing-in has happened already: Probably looking further ahead to 6-inch InP ramp for 1.6T and probably even CPO (2027+ story). Personally don't see anything wrong with trimming at these levels (I did last week to rotate some gains elsewhere) But keeping some exposure makes sense imo since a ton of capex flows direct to them. So we should see a QoQ improvement in reported earnings as backlog converts etc.

@WTXCap Just DCA'd a few existing positions e.g. mainly memory + photonics

@CifrOracle Idk, I'm in it and I think it's probably too late now to experience another parabolic move. Don't personally see the catalyst for it. Will keep going up longer term as their earnings improve though + backlog converts.

@spx0dteES Hard to disagree with that. Difficult to make a case not to trim rn if up hundreds of % tbh. Gotta bank some gains at some point.

Right guys, give me some new stocks to research: -> AI supply chain only -> High growth potential like $SNDK, $SIVE or $AAOI What's your highest conviction pick?

Good example of why you need to swallow your pride sometimes: $MXL up 13.49% today. And up ~70% since I went long post-earnings. Cheeky little swing trade. But the gains could've been so much more. Which I'll hold until end of June at least, once all the catalysts have digested: [Today] Stifel 2026 Boston Cross Sector 1x1 Conference [June 5] Computex [June 23] Northland Virtual Growth Conference

Paradis Labs @ParadisLabs

a month ago

I missed out on $MXL... I looked at them in Jan (pre Q4 earnings) and got my analysis wrong. My thoughts/analysis in Jan: - Jan Q4 = $136M rev (+48% YoY), infra segment already ~$47M (mostly optical/connectivity), but broadband still ~60% of the mix...and declining - $MXL then

25 9 222 69K 72

@7majson7 Did a ctrl + F on all the reports and no, no "SIVE" or "Sivers". There's so much info in all these packs and can't find anything r.e. new investment winners.

European Chips Act 2.0: I don't see any info on new names receiving investment. There are 4x reports all over 100 pages long lol. But from European Chips Act 1.0: Total investment of over €32B: - $STM: €5.73B - $STM x $GFS: €7.5B - ESMC: >€10B - Silicon Box: €3.2B - Infineon: €3.54B - ams OSRAM: €0.567B - Ephos: not disclosed - $ON: €1.64B - $GFS solo: not disclosed - $XFAB: not disclosed Note: these are not from Chips Act 1.0, not 2.0 from today. Need to digest it all properly. So many words lol.

@atypicinvest I'd only get rid of the Health category! Better gains elsewhere in AI

A custom ETF I'd build today if I were to start from scratch: Highly diversified for those who can't stomach daily 10% swings. But with a tilt to AI for growth to confidently outperform $SPY / $QQQ. Equal-weighted ETF: Hyperscalers + neocloud: 1. $GOOGL - Q1 capex 2x'd w/ Google Cloud backlog going haywire to $461B. Durable 20%+ growth locked in to 2028. 2. $META - on track for record ad rev (already +33% YoY) while scaling Blackwell GPUs for Llama 4. Really strong user engagement metrics despite capex ramp. 3. $NBIS - hyperscaler partnerships and $NVDA-backed capacity ramp. Eigen AI acquisition = fatter Nebius margins. Memory + semis: 4. SK hynix - HBM3E/HBM4 fully sold out through 2027+ due to Nvidia/AMD GPU demand. Clear leader. 5. $MU - US HBM exposure also w/ supply locked + capacity expansions. 6. $TSM - manufacture basically every advanced AI chip w/ CoWoS capacity ramping now. CoPoS set for ~June with ~2028 ramp ups. CHIPS Act fabs on schedule. 7. $INTC – CHIPS Act + Trump administration backing. 18A process hit commercial yields. Partnering w/ $TSLA + SpaceX to make chips for Terafab. Onshoring + process catch-up makes Intel a multi-yr recovery story. 8. $AMD - winning Meta/Google cluster deals. Agentic AI driving CPU demand fcst to $120B mkt by 2030. Only credible alternative to $NVDA in both training + edge/robotics compute. Energy: 9. $BE - fuel cell backup/complement to nuke baseload delivering 24/7 reliable AI power. New msa w/ $ORCL. 10. $GEV – nuclear services/turbines = direct beneficiaries of hyperscalers wanting clean energy. Equipment backbone of nuclear renaissance. Defence + space: 11. $RKLB - q1 rev $123M (+32% YoY) w/ $1.1B backlog. Neutron added to $5.6B NSSL program. 20+ launches targeted for 2026. Small-sat launch + Neutron = commercial scale pre-SpaceX ipo. 12. $ASTS - d2c satellite broadband launching this year. New carrier partnerships. Global connectivity via space is a multi year infrastructure buildout. Software (names irreplaceable by AI imo): 13. $NOW - huge nrr metrics. Strong crpo growth of 21% + early AI workflow wins across every business line. Every company uses their platform to automate workflows, w/ 20%+ growth locked in till 2028 & upside from platform pull-thru. 14. $APP - purest AI powered adtech compounder - their ML platform delivers better ROAS for mobile advertisers. AI advertising is the future. Health: 15. $HIMS - Q4 subscribers >2.5M. Strong non-GLP-1 momentum (weight loss headwinds already priced in). Overseas expansion too. AI personalisation = sticky subscription model with 2030 targets of $6.5B+ rev. 16. $LLY - GLP1 leader. Huge multi year runway. Recent news of new indication expansions. Fintech + banking: 17. $SOFI - Q1 members reached 14.7M (+35% YoY) and products hit 22.2M (+39%). Record $12.2B loan originations + deposit growth while maintaining guidance. They do everything; lending, banking, investing, and tech platform all on one app. 18. $JPM - i see them as a quasi-tech company now - led a $3.8B datacenter bond (Nvidia backed) that drew $14B in orders. Continues financing hyperscaler infra while expanding its own AI payments/fraud platforms. Physical AI / automation: 19: $CAT - huge AI build-out tailwinds in their power/energy + construction segments. Alliance with Microsoft/Nvidia for 2 GW of dedicated power infra in West Virginia. Grid modernization: 20. $NEE - closed $2B+ in new AI data-center renewable + storage deals. Largest U.S. renewable generator + utility w/ nuclear exposure = visible cashflow growth from the fastest/cheapest power solutions hyperscalers need.

@pepemoonboy Would be epic bro, I'd absolutely love that! Always so grateful for our interactions. Can't tell you that enough!

50K followers! Very grateful for all the love + support! It truly means a lot to me! If you have any questions, requests, or feedback: Let me know, and I'll try to get back to everyone.

@LIWEI_TWCapital No - I don't see how they map into Google. Broadcom is the most likely way Google touches CPO. And Broadcoms CPO is built on TSMC's COUPE process. Whose ELS are supplied by the likes of Lumentum/Coherent, not Sivers.

$GOOGL AI Supply Chain ETF: Since they're raising $80B to finance AI infrastructure expansion. Total 2026 AI Capex: ~$185B [2x 2025] Custom silicon / memory: - $AVGO: TPU - $TSM: TPU foundry + advanced packaging - $MRVL: apparently in talks for inference TPU + MPU. - Samsung: HBM - SK Hynix: HBM3E - $MU: third source HBM - $SNDK: NAND Networking & optical: - $LITE: R64 optical circuit switch, co-developed w/ Google + in production - $COHR: 400G/800G/1.6T transceiver - $CRDO: AECs linking TPU clusters - $FN: contract manufacturer for transceivers Google cloud compute: - $NVDA: GPUs - $AMD: GPUs, smaller exposure Server ODM & power: - $CLS: primary TPU board + rack-level integrator - $VRT: CDUs, liquid cooling + rack power architecture - $ETN: Switchgear, busways, UPS, electrification - $BE: fuel cells - $GLW: subsea fiber Real estate / colocation: - $WULF: hosts Google-backstopped AI capacity + Google holds warrants - $HUT: 245 MW lease w/ Google financial backstop - $CIFR: Fluidstack/Google HPC hosting Just for a top level overview of potential direct beneficiaries. There are ofc plenty of other names located in Taiwan/Korea like Wiwynn (6669) for server ODM flows. But given the ~$460B cloud backlog, a large chunk of the raise will probably go to more memory since it's ~60% of capex. Also TPUs since Google's thesis is replacing Nvidia with TPUs e.g. Broadcom.

@pepemoonboy Pepe!! I'll always be grateful to you!

@Ud197601 Memory - Sandisk, Micron, Hynix / Samsung Will keep going up up up