Home / BXHub

TacticzHazel @TacticzH · May 15

RT Investing visuals
The AI data center bottlenecks map & key players:

Demand:
• $MSFT
• $GOOGL
• $META
• $AMZN
• Leading LLM providers

Layer 1 - Systems & colocation:
• $DELL
• $HPQ
• $SMCI
• $EQIX
• $DLR

Layer 2A - Memory:
• $MU
• $HYNSE
• $SMSD

Layer 2B - Networking & optics:
• $AVGO
• $COHR
• $MRVL

Layer 2C - Power & cooling:
• $VRT
• $ETN
• $BE

Layer 3 - In-rack connectivity:
• $AVGO
• $ALAB
• $CRDO

Layer 4 - Foundry & packaging:
• $INTC
• $ASX
• $TSM
• $AMCR

Layer 5 - Semiconductor equipment:
• $ASML
• $AMAT
• $LRCX
• $KLAC

Note that this isn't an exhaustive list, but rather an overview of the most important businesses per segment.

I hope you found this breakdown insightful!

I've covered the supply chain in more detail in the article linked below.

Investing visuals: I just published my latest research article: The AI data center bottlenecks map, covering:

• The AI supply chain
• The key players at critical bottlenecks
• Where to look as constraints move down the supply chain

I loved diving into this over the past few weeks with the goal

$ALAB $AMAT $AMCR $AMZN $ASML $ASX $AVGO $BE $COHR $CRDO $DELL $DLR $EQIX $ETN $GOOGL $HPQ $HYNSE $INTC $KLAC $LRCX $META $MRVL $MSFT $MU $SMCI $SMSD $TSM $VRT

TacticzHazel @TacticzH · May 12

RT Investing visuals
A breakdown of the photonics value chain and best positioned business:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

Investing visuals: Photonics stocks are going parabolic:

• $LITE +1621%
• $AAOI +1434%
• $COHR +529%
• $CRDO +377%
• $VIAV +353%
• $FN +281%
• $MTSI +189%
• $MRVL +186%
• $IPGP +136%
• $POET +127%

$AAOI $AEHR $AIXA $AMS $ASM $ASML $AXTI $BESI $CAMT $COHR $CRDO $FN $FORM $GLW $IPGP $IQE $LASR $LITE $LPKF $LPTH $MKS $MRVL $MTSI $ONTO $POET $SIVE $VIAV

Balder @Balder13946731 · May 11

$LITE 加入纳斯达克100以后，今天强势拉涨17%。

相关光学板块股票包括： $COHR $AAOI $CIEN $CRDO $SMTC $AXTI $GLW

$AAOI $AXTI $CIEN $COHR $CRDO $GLW $LITE $SMTC

RonnieV @TheRonnieVShow · May 7

Not 150% like last time but we take 85%.

$CRDO - See you next time ✌🏻

RonnieV: $CRDO

Road this "Bull Trigger" last year for 150%+

Consolidating and ready for expansion.

Watching for next "Bull Trigger" to attack.

$CRDO

Patient Investor @patientinvestor · May 2

Stocks expected to more than 3X their Free Cash Flow in the next 5 years:

Credo $CRDO: +231%
Tesla $TSLA: +266%
Nvidia $NVDA: +334%
Eli Lilly $LLY: +411%
Palantir $PLTR: +490%
HIMS $HIMS: +645%
Axon $AXON: +1476%
Amazon $AMZN: +1700%
Arm Holdings $ARM: +4142%

$AMZN $ARM $AXON $CRDO $HIMS $LLY $NVDA $PLTR $TSLA

Patient Investor @patientinvestor · May 2

RT Patient Investor
Stocks expected to more than 3X their Free Cash Flow in the next 5 years:

Credo $CRDO: +231%
Tesla $TSLA: +266%
Nvidia $NVDA: +334%
Eli Lilly $LLY: +411%
Palantir $PLTR: +490%
HIMS $HIMS: +645%
Axon $AXON: +1476%
Amazon $AMZN: +1700%
Arm Holdings $ARM: +4142%

$AMZN $ARM $AXON $CRDO $HIMS $LLY $NVDA $PLTR $TSLA

Ben Pouladian @benitoz · Apr 26

For six months the market has asked the wrong question about $CRDO.

When does CPO kill copper. How fast does the AEC market shrink.

Wrong frame.

I caught Gilad Shainer at GTC in front of NVIDIA's Spectrum-X CPO demo he runs networking at NVIDIA, decides what ships inside Vera Rubin and Kyber Ultra. Held the on-camera footage for weeks. Released it Sunday inside the paid post. Same day Jefferies initiated $CRDO BUY at $175.

Unlocking the framework today.

Shainer to BEP, on camera:

"Everywhere you can use copper, you use copper. Copper consumes zero power. If you can use copper, we use. Period."

On the timeline that breaks the bear case:

"More of a 2028 story." Tied specifically to Feynman NVL1152, when scale-up domains hit 1,152 GPUs and distances physically break copper.

Not 2026. Not 2027. 2028.

The bear case assumed CPO was imminent. The NVIDIA roadmap says otherwise — Vera Rubin NVL72, Kyber Ultra NVL144, even NVL576 all stay copper inside the rack. Feynman in late 2028 is the first platform where copper-to-switch is even in question, and SemiAnalysis base case still has copper as plan of record.

The market was modeling the wrong variable.

Full piece + Shainer video now public:
https://bepresearch.substack.com/p/credo-was-the-wrong-question

$CRDO $NVDA $LITE

$CRDO $LITE $NVDA

RonnieV @TheRonnieVShow · Apr 20

We’ve been cooking the last month inside the Collective…

especially the last 7 days 🔥

Wins across commons & options:
$HIMS 30%+
$MSFT 140%+
$CRWV 20%+
$MSTR 100%+
$CRDO 30%+

Bull Triggers continue to show up.
Consistency compounds.

$CRDO $CRWV $HIMS $MSFT $MSTR

TraderGoku @tradergokux · Apr 16

When random stocks start moving too, you know the market is hot.
$AMC $GME $SNAP $CAR $KODK

TraderGoku: 停止交易那些随机的股票，去坚持交易那些momentum leaders，你的交易结果就会改善。
$CRDO $CLS $CRWV $NBIS $SNDK $MU $BE

$AMC $BE $CAR $CLS $CRDO $CRWV $GME $KODK $MU $NBIS $SNAP $SNDK

TraderGoku @tradergokux · Apr 15

停止交易那些随机的股票，去坚持交易那些momentum leaders，你的交易结果就会改善。
$CRDO $CLS $CRWV $NBIS $SNDK $MU $BE

Kristjan Kullamägi 🇺🇦: I see people trade a lot of random stocks. Stick to the momentum leaders and your results will improve. Scan for the top 1% or 2% strongest stocks on any timeframe (1, 3, 6, 12 months etc) and look for the ones that obey the rising 10-, 20-, and 50-day moving averages.

$BE $CLS $CRDO $CRWV $MU $NBIS $SNDK

RonnieV @TheRonnieVShow · Apr 14

22% in 2 days.

Yea we're out in the collective.

Onto the next!

$CRDO

RonnieV: $CRDO

Road this "Bull Trigger" last year for 150%+

Consolidating and ready for expansion.

Watching for next "Bull Trigger" to attack.

$CRDO

RonnieV @TheRonnieVShow · Apr 13

Chef Ronnie is BACK! 🧑‍🍳

Road the chop and correction.
Now it's time to make our bag for 2026.

We are on FIRE to start the week.

Another Monster setup found over the weekend now printing for us after entering this morning.

$CRDO is FLYING.

$CRDO

TraderGoku @tradergokux · Apr 13

$CRDO Shared with the chat yesterday.

$CRDO

Ben Pouladian @benitoz · Apr 13

Follow-up to last night's Credo piece.

Three hours later, Credo announced the acquisition of DustPhotonics.

Press release: "vertically integrated stack spanning SerDes, DSP, Silicon Photonics"

Same-day flash note, free ↓

https://bepresearch.substack.com/p/credo-just-confirmed-the-framework

$CRDO

$CRDO

Ben Pouladian @benitoz · Apr 13

three hours after publishing the credo piece last night, credo just announced the acquisition of dustphotonics — a silicon photonics PIC company

the press release language matches the framework almost word-for-word:
"vertically integrated stack spanning SerDes, DSP, Silicon Photonics"

same-day update coming

$CRDO

$CRDO

Ben Pouladian @benitoz · Apr 13

The Credo bear case is built on the wrong question

everyone arguing "when does cpo kill copper"

meanwhile Credo shipped zeroflap optics at 800g three weeks ago and quietly walked into the transceiver tam that $cohr and $lite have owned for years

https://open.substack.com/pub/bepresearch/p/credo-was-the-wrong-question

$CRDO

$CRDO

Ben Pouladian @benitoz · Apr 13

Nvidia's SVP of networking told me this on camera at GTC:

"if you can use copper, use copper. period"

the Credo bear case has been asking the wrong question for six months

full piece + exclusive footage ↓

https://bepresearch.substack.com/p/credo-was-the-wrong-question

$CRDO $LITE $NVDA

$CRDO $LITE $NVDA

RonnieV @TheRonnieVShow · Apr 12

$CRDO

Road this "Bull Trigger" last year for 150%+

Consolidating and ready for expansion.

Watching for next "Bull Trigger" to attack.

SP: @TheRonnieVShow $CRDO

$CRDO

Ben Pouladian @benitoz · Mar 7

In 2021 Lumentum and II-VI fought a bidding war over Coherent

II-VI won, renamed itself Coherent

Five years later Jensen put $2B in each of them

This week both join the S&P 500 together

The AI photonics boom turned rivals into co-beneficiaries
$LITE $COHR $NVDA

Ben Pouladian: Wow what a week in AI optics!

$4B from Jensen into photonics. Hock Tan says stay on copper. Credo triples revenue. Marvell jumps 18%. LITE and COHR join the S&P 500.

I connected all of it. My last free piece:

https://bepresearch.substack.com/p/the-quiet-architect

$MRVL $AVGO $NVDA $CRDO $LITE $COHR

$AVGO $COHR $CRDO $LITE $MRVL $NVDA

Ben Pouladian @benitoz · Mar 4

Custom ASICs use copper.

NVIDIA training clusters use optics.

Hock’s copper comments are about inference not 100K+ GPU fabrics where copper can’t reach.

Different workloads. Different physics. Don’t confuse the two anon

$lite $crdo $cohr $alab