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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

Balder @Balder13946731 · May 5

$SMCI 资产状况根本性改善，大涨16%

Wall St Engine: $SMCI Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $10.2B (Est. $12.39B) 🔴; +123% YoY
🔹 Adj. EPS: $0.84 (Est. $0.62) 🟢
🔹 Gross Margin: 9.9%; vs 6.3% QoQ and 9.6% YoY
🔹 Net Income: $483M; +344% YoY
🔹 Cash Flow Used In Operations: $6.6B

Q4 Guide:
🔹 Revenue: $11.0B-$12.5B (Est.

$SMCI

TraderGoku @tradergokux · Apr 22

$NBIS
- NeoCloud板块整体强势
- 技术面突破长达 8 个月的整理平台，并在历史高点形成 HTF
- 日均成交额接近 20 亿美元，流动性极强

I'm bullish

TraderGoku: $NBIS 2026 对比 $SMCI 2023

$NBIS $SMCI

TraderGoku @tradergokux · Apr 13

$NBIS Blue sky breakout，前方无阻力。

TraderGoku: $NBIS 2026 对比 $SMCI 2023

$NBIS $SMCI

TraderGoku @tradergokux · Apr 10

$NBIS On the ATH breakout

TraderGoku: $NBIS 2026 对比 $SMCI 2023

$NBIS $SMCI

TraderGoku @tradergokux · Apr 10

$NBIS 2026 对比 $SMCI 2023

$NBIS $SMCI

TraderGoku @tradergokux · Mar 24

$DELL 突破历史新高，正在吸收 $SMCI 的资金。

财报跳空后始终不回补缺口，往往是强势股的典型特征，值得重点关注。

$DELL $SMCI

TacticzHazel @TacticzH · Mar 4

RT KaizenInvestor
I have written a full article on the AI chip supply chain.

The supply chain is structured into 4 different phases with 13 layers:

1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF

The article covers it all.

KaizenInvestor: http://x.com/i/article/2029218092270628864

$ALAB $AMAT $AMD $AMKR $AMZN $ANET $ARM $ASM $ASML $AVGO $AXTI $CDNS $CIFR $COHR $CRDO $CSCO $DELL $GOOGL $HPE $INTC $IQE $IREN $KLAC $KXSCF $LITE $LRCX $META $MOD $MRVL $MSFT $MU $NVDA $NVT $PLTR $QCOM $RMBS $SHECY $SHWDF $SMCI $SMIC $SNPS $SU $SUOPY $TSM $VRT $WAF

Black Panther Capital @BlackPantherCap · Feb 16

RT Black Panther Capital
👀The ONLY watchlist you need for 2026.

EVERY sector the government and hyperscalers are pouring money into.

49 stocks across AI, hardware, defense, energy, and space.

→ Save this now, come back later.

Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining

SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks

AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk

Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies

Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium

Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire

Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy

Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra

Save this for later.

Note: This is NOT financial advice.

$AAPL $AMD $AMZN $ANET $APLD $ARRY $ASML $ASTS $AVAV $AVGO $CIFR $CRDO $CRWD $CSCO $ENPH $EQIX $FLNC $FSLR $GOOG $IREN $KRKNF $KTOS $LAC $LITE $LMT $LPTH $META $MP $MRVL $MSFT $MU $NBIS $NEO $NVDA $NXT $ONDS $OSS $PANW $PL $PLL $PLTR $RDW $RKLB $SLI $SMCI $SNDK $TE $VRT $VST

Black Panther Capital @BlackPantherCap · Feb 16

👀The ONLY watchlist you need for 2026.

EVERY sector the government and hyperscalers are pouring money into.

49 stocks across AI, hardware, defense, energy, and space.

→ Save this now, come back later.

Datacenter / Digital Infrastructure
$ANET - Arista Networks
$VRT - Vertiv
$EQIX - Equinix
$LITE - Lumentum
$CRDO - Credo Technology
$NBIS - Nebius Group
$CSCO - Cisco Systems
$APLD - Applied Digital
$IREN - IREN Limited
$CIFR - Cipher Mining

SaaS
$PLTR - Palantir Technologies
$CRWD - CrowdStrike
$PANW - Palo Alto Networks

AI / Compute
$NVDA - NVIDIA
$MSFT - Microsoft
$GOOG - Alphabet
$AMZN - Amazon
$META - Meta Platforms
$AVGO - Broadcom
$AMD - Advanced Micro Devices
$MU - Micron Technology
$SMCI - Super Micro Computer
$SNDK - SanDisk

Semiconductors / Hardware
$AAPL - Apple
$MRVL - Marvell Technology
$ASML - ASML
$OSS - One Stop Systems
$LPTH - LightPath Technologies

Critical Minerals
$MP - MP Materials
$LAC - Lithium Americas
$NEO - Neo Performance Materials
$SLI - Standard Lithium
$PLL - Piedmont Lithium

Space
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$PL - Planet Labs
$RDW - Redwire

Defense / Aerospace
$LMT - Lockheed Martin
$AVAV - AeroVironment
$KTOS - Kratos Defense
$ONDS - Ondas Holdings
$KRKNF - Kraken Energy

Energy / Power
$TE - T1 Energy
$FSLR - First Solar
$ENPH - Enphase Energy
$ARRY - Array Technologies
$NXT - Nextracker
$FLNC - Fluence Energy
$VST - Vistra

Save this for later.

Note: This is NOT financial advice.

$AAPL $AMD $AMZN $ANET $APLD $ARRY $ASML $ASTS $AVAV $AVGO $CIFR $CRDO $CRWD $CSCO $ENPH $EQIX $FLNC $FSLR $GOOG $IREN $KRKNF $KTOS $LAC $LITE $LMT $LPTH $META $MP $MRVL $MSFT $MU $NBIS $NEO $NVDA $NXT $ONDS $OSS $PANW $PL $PLL $PLTR $RDW $RKLB $SLI $SMCI $SNDK $TE $VRT $VST

Jimmy狐狸 @xmanreturn · Feb 4

冰火两重天的几个营收beat

AMD 发布财报，同样击败预期，但盘后股价大跌。

1️⃣ $AMD

EPS：1.53 vs 1.32 👉 +16% Beat

营收：$10.27B vs $9.67B 👉 +6% Beat

YoY：
EPS +40%
Revenue +34%

QoQ：
EPS +28%
Revenue +11%

👉 AI GPU + 数据中心开始兑现，但市场更关注 MI300 后续指引，本次财报电话会中，并没有给出清晰的 MI300 的落地情况，是因为这个而导致大跌的吗？

2⃣ $LITE Lumentum 盘后大涨

EPS：1.67 vs 1.41 👉 +18% Beat

营收：$665.5M vs $652.1M 👉 +2% Beat

YoY：
EPS +298%
Revenue +65%

QoQ：
EPS +52%
Revenue +25%

👉 EPS 爆炸式恢复，光通信 / AI 光模块链条仍然火热。
国内的光通信巨头们都涨到天上去了。我有个大学好哥们在其中一家做CTO，早财富自由了，羡慕。

3️⃣ $ENPH Enphase Energy 盘后大涨 20%

EPS：0.71 vs 0.58 👉 +22% Beat

营收：$343.3M vs $340.1M 👉 +1% Beat

YoY：
EPS -24%
Revenue -10%

QoQ：
EPS -21%
Revenue -16%

👉 ENPH 是做光伏的，主要家用，而光伏能源毫无疑问是 2026最重要的主题之一，同样利好 $TE 。

Jimmy狐狸: Super Micro Computer $SMCI 要翻身了？

财报发布，高于预期，营收翻倍有余，同比上升 123%，环比上升 153%。

EPS：0.60 vs 0.49 est. 👉 +22% Beat

营收：$12.68B vs $10.34B est. 👉 +23% Beat

YoY：
EPS +18%
Revenue +123%

QoQ：
EPS +71%
Revenue +153%

AI服务器需求爆发型财报，不仅

$AMD $ENPH $LITE $SMCI $TE

Jimmy狐狸 @xmanreturn · Feb 4

Super Micro Computer $SMCI 要翻身了？

财报发布，高于预期，营收翻倍有余，同比上升 123%，环比上升 153%。

EPS：0.60 vs 0.49 est. 👉 +22% Beat

营收：$12.68B vs $10.34B est. 👉 +23% Beat

YoY：
EPS +18%
Revenue +123%

QoQ：
EPS +71%
Revenue +153%

AI服务器需求爆发型财报，不仅 beat，而且是加速式增长。

但增长也有隐患，比如利润率其实是更低了，毛利为6.3%。这么低的毛利，也是为什么市值比营收更低，P/S 小于 1 。

但无论如何，我觉得未来两年内业绩的确定性还是很强的，财报前买了点，是赌对了。但我也不觉得股价就此能起飞，赚点钱我就撤。

Jimmy狐狸: $SMCI 的 P/S 都小于1了

这是被华尔街抛弃了啊

2月3日有财报公布，是否能扭转叙事？

如果有高于70%的营收增长，那股价应该会涨

参照 $APLD 最近的财报，带动股价涨起来了

我觉得可以赌一下财报，开个盲盒

非投资建议

$APLD $SMCI

Balder @Balder13946731 · Feb 2

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

Earnings Whispers: #earnings for the week of February 2, 2026

https://www.earningswhispers.com/calendar

$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX

$AMD $AMGN $AMZN $APTV $ARM $BE $BMY $BSX $CMG $COHR $COP $DIS $ELF $ENPH $ETN $GLXY $GOOG $GOOGL $IDXX $IREN $LITE $LLY $MRK $MSTR $NVO $NXPI $ORLY $PEP $PFE $PLTR $PYPL $QCOM $RBLX $RDDT $SMCI $SNAP $SYM $TER $UBER

Jimmy狐狸 @xmanreturn · Jan 28

$SMCI 的 P/S 都小于1了

这是被华尔街抛弃了啊

2月3日有财报公布，是否能扭转叙事？

如果有高于70%的营收增长，那股价应该会涨

参照 $APLD 最近的财报，带动股价涨起来了

我觉得可以赌一下财报，开个盲盒

非投资建议

$APLD $SMCI