Some of the strongest projected EPS growth over the next couple of years: 🔹 $AVGO ~70% 🔹 $LITE ~60–65% 🔹 $NVDA ~50% 🔹 $ORCL ~45–50% 🔹 $MU ~35% 🔹 $AMD ~30% 🔹 $TSEM ~25% 🔹 $COHR ~24% 🔹 $TSM ~23% 🔹 $CIEN ~20% 🔹 $TER ~20% 🔹 $VRT ~15% AI isn’t stopping yet!!

8. TSEM: 期权IV 98.78% 30D 102.02% 短-30D -3.24pt -50.19pt 排名↓4 到期2026-07-10 K=220 9. LITE: 期权IV 98.17% 30D 96.30% 短-30D 1.87pt -23.04pt 排名↑1 到期2026-07-10 K=727.5 10. COHR: 期权IV 97.26% 30D 97.99% 短-30D -0.73pt -31.79pt 排名↓3 到期2026-07-10 K=332.5 (4/19)

Daily Mkt Diagnosis: On Thursday, ahead of a 3 day weekend for America's Birthday, the Ai growth stocks get WHACKED again and Nas clocks another dist day with clustering and is back below 21 day ema and 50 day line too, and IBD drops to 60%/80% invested level; NYSE and Dow hit more ATHs/ATCHs; the damage to the growth stock trade in all things Ai is revealed by the chart damage as lots plunge through the 21 day and 50 day guardrails. Those breaking 21 day include $CRDO $OUTS $SMTR $MU $SNDK $UCTT $INTC $MRVL $ARM $ANET $TSM $WDC $ASML $GLW and $DELL. Those going further and breaking 50 day line include $CIEN $VIST $VRT $NVMI $SYNA $ENTG $STX $TTMI $VIAV $MTSI $VICR $LITE $MOD $IPGP $AAOI $TSEM $COHR $KEYS $VIAV $FN $FIX $PWR $AEHR. Watching to see if this is start of something more serious or just a normal and natural pullback--watching to see how these former leaders act at these key MA lines. Nas futures up 1% this morning--will see if it gaps and can hold the gap. Difficult environment still as uptrend under pressure along with power trend under pressure.

Sive down 50%, as is axti, aaoi, tsem, lpkff, soif, iqe. You’ve pivoted, pumped and dumped on retail.

Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it $NVDA evaluations. It takes time... Like October 2026, should finish up development. Then 2027 production scaled into 2028 (mass production), since they've been working on it since 2023. Everyone thinks it’s a depressed automaker supplier right now. And thankfully with European names they tend to look at TTM revenue over forward growth. So somehow it’s leading EU’s efforts to create a $TSEM silicon photonics foundry supply chain at ~€1.1B MC? That R&D directors from ASE cite others as future CPO routes. I’m might just really early to a lot of things, but of course most of the risk/reward comes from taking a little leap of faith in seeing it commercialized. Otherwise people can take the de-risked route with Tower directly (which I also wrote a thesis on awhile back and also like).

$SIVE 现在市场在交易的，本质还是 AEVA 这条 FMCW LiDAR 链的预期。 核心逻辑其实不复杂： AEVA 做的是 FMCW 激光雷达，这种方案需要非常稳定的连续光源（CW-DFB）。 市场在讲的点是，SIVE 可能在这个上游光源环节里有参与。 如果 AEVA 这套硅光子架构，未来真的在汽车、工业、甚至数据中心这些场景放量，那上游光源需求肯定会被放大，SIVE 就是吃这个弹性的那一层。 TSEM 则是在后面负责晶圆制造和规模化能力，这决定整条链能不能从技术方案走向量产。 但关键点也很清楚： 现在还没到验证阶段，本质还是市场在做产业链预期定价。 所以我自己的理解是： SIVE 更像是 AEVA/FMCW LiDAR 链条里的上游弹性标的， 不是已经被订单锁死的核心供应商。 短线看 AEVA 和光子链情绪， 中线看有没有真实出货/订单数据。 一句话： 这条链现在交易的不是确定性，是“可能性”。

$SIVE is structurally positioned to be a major winner in the next-generation AI and LiDAR boom by feeding its critical laser technology directly into the $AEVA $TSEM production. At the core of this ecosystem is $AEVA LiDAR-on-Chip" platform. Unlike traditional pulsed LiDAR, $AEVA Frequency Modulated Continuous Wave (FMCW) technology requires an incredibly precise, continuous source of light to measure both distance and instant velocity. $SIVE photonics division manufactures the highly specialized CW-DFB laser arrays and optical amplifiers that serve as the fundamental "engine" of light for $AEVA sensors. $AEVA designs the silicon photonics architecture but operates as a fabless company, relying on $TSEM, to manufacture the actual silicon wafers. $SIVE advanced laser arrays are strategically integrated directly at the chip-and-wafer level. By combining $SIVE custom indium phosphide (InP) laser sources with $TSEM high-volume silicon photonics manufacturing capabilities, the ecosystem delivers a fully integrated, mass-producible optical engine. Ultimately, this means that as $TSEM ramps up massive wafer fabrication for $AEVA major automotive contracts (like Daimler Truck) and booming AI data center interconnect markets, $SIVE is guaranteed high-volume demand. $SIVE lasers essentially "ride along" with $TSEM manufacturing scale, turning a niche, high-tech component into a globally deployed mass product without $SIVE having to build its own multi-billion dollar semiconductor fabs.

This is not bearish optics, it's bearish for the idea that NVIDIA can brute force giant copper/PCB scaleup racks on schedule It is bullish for $LITE (very) $TSEM (very) $AXTI $AIXA.DE $COHR $AAOI $CRDO And second order bullish for $SOI.PA $IQE.L $AEHR $FORM Bearish $Nvidia

NBIS SIVE TSEM AAOI

Empress Xiaozhuang Wen: Kangxi’s Mongolian Grandmother "I’ve always been curious about how famous individuals, good or nasty or neither, are “made”. Hence when I encountered the biographies of Emperor Kangxi’s grandmother, Empress Xiaozhuang Wen, also honored as “Mother of the Qing Dynasty” by later generations, I thought to share it with readers of H.E. the 25th Tsem Rinpoche’s blog. Empress Xiaozhuang Wen’s full name was Bumbutai Borjigit, Borjigit being the name of the clan of Genghis Khan, one of the Khorchin Mongols. Her father, Jaisang, was a “beile” (lord of an administrative division) of the Khorchin Mongols and a descendant of Qasar, a younger brother of Genghis Khan. Bumbutai became a concubine of Hong Taiji, the second ruler of the Manchu Qing dynasty and was mother to the Shunzhi Emperor and grandmother to the Kangxi Emperor. Bumbutai held the rank of a side chamber consort in Hong Taiji’s court. Hong Taiji had five primary consorts and they were all from the Borjigit clan, recorded to be the earliest Mongol allies of the Manchus. Two consorts (Bumbutai and Harjol) were sisters, and both were nieces of Jere or Jerjer, who married Hong Taiji in 1614 and became his empress in 1636. Bumbutai bore Hong Taiji three daughters and a son between 1629 and 1638 and had strong influence in the Qing imperial court. She was highly respected for her political wisdom and insight." Continue reading here: bit.ly/3T305Hk tsemrinpoche.com @tsemtulku #Buddhism #China #TsemRinpoche #History #TibetanBuddhism

Watchlist for next week focused on companies with strong earnings momentum $ICHR $UCTT $KLIC $BE $MU $SNDK $WDC $AMD $LITE $VICR $ASX $PENG $FLEX $HPE $AAOI $AXTI $MXL $TSEM $STRL

hmmm does this include $TSEM ?

1. A basic understanding of signal integrity made it obvious to me over a year ago that Kyber backplane would not work. 2. $TSEM Japan fab is booked, largely for DWDM NVDA NPO. 3. $LITE UHP laser COGS is $5. ASP to NVDA is $30 . ASP to others is much higher.

I created a dedicated WhatsApp group for $ALIG $TSEM shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗wa.me/15807485607 Click this link or the link on my homepage to join #Stocks #StockMarket #Investing #WallStreet #Trading $MRVI

One of the more interesting AI photonics supply chain connections I’ve found recently (and not mentioned a lot on X) is the potential read-through for $IQE from: $IQE → Tower Semiconductor $TSEM → Oriole Networks → AMD

🧵 Weekly Trading Wrap-Up | June 29 – July 5 2026 by @asaf_shabat This week I analyzed the following charts: $ABCL $KTOS $OII $PGY $TSEM $LSCC

$TSEM shipped 5M photonic ICs with $MRVL for AI data centers, then the stock dropped 11% because Russell 3000E Growth removed it. One of those two things is a fundamental signal. The other is a calendar.

Day 4 STOCKS POWERING AI: Manufacturing. $TSM, $GFS, $TSEM, $FN and $AMKR provide foundry, packaging and production capacity. Over the 12 months through July 1, the median stock gained about 98%, while $TSEM rose roughly 479%. Yield and volume execution remain the key tests.

I’ve started a stock discussion group where we share daily analysis and discussions on the following stocks. $ICOP $PRTH $TSEM If you're not making $50,000 every two weeks, you should definitely follow this group：wa.me/18452061829 $AMD $AVGO $MU $SPCX His analysis and predictions are incredibly accurate