DanielRomero

$LITE likes VCSELs for AI scale-up interconnects
Their main limitation is reach

Samsung’s zNAND-O looks amazing
10× DRAM bit density, with 7× higher read bandwidth and 7× better read power efficiency than conventional flash
3D NAND could offload a lot memory capacity from HBM, particularly for inference workloads where not all data needs HBM-class latency
First samples targeted for 2028

The US manufactured around 450 humanoid robots in 2025
China manufactured 20,000
If US humanoid production increases 1,000x from here,
Which stocks stand to capture the most value from that growth?

Powertech stealing all the attention at the SEMICON forum
People woke up after the $LRCX and $AMAT presentations
First automated FOPLP mass production line for HPC, using massive 515 × 510 mm panels

High-tech analogies at SEMICON by MediaTek
What happens when pizzas get too large?
You make them rectangular
Same with advanced packaging. As AI packages get larger, round wafers become too small and inefficient, and rectangular panels make a lot more sense

Physical AI is heating up
▶️ Global humanoid robot shipments exceeded 22,000 units in 1H26, up 300% YoY
▶️ Counterpoint expects more than 50,000 units in 2026, representing about 210% YoY growth
China dominates the market
AgiBot shipped about 9,700 units for a 43.1% share, while Unitree shipped more than 7,000 units for a 31.1% share
Together, they accounted for about 75% of global shipments, while the top five vendors represented 86%
By use:
· Entertainment & performance: 33.6%
· Data production & research: 27.0%
· Service & guidance: 19.0%
· Intelligent manufacturing: 12.8%
· Warehousing & l

Maybe I’m going nuts
I think $IREN is executing well and that the earnings were almost as good as $NBIS
I genuinely think the only main, clear negative lately has been the executive compensation package
Beyond that, you could argue that ARR isn’t accelerating fast enough, but that’s ultimately a timing issue with little consequence for the long-term thesis

One industry I’m becoming much more bullish on is FOPLP
I already have 2 plays, but I’m probably going to add more
I find it crazy that nobody is really talking about it on X
You have companies sold out through 2030, with revenue and orders growing at high double-digit and triple-digit rates across the industry
It’s a matter of time before it becomes a retail favourite along memory, optics and neoclouds