The stock-picker known online as @aleabitoreddit spent Saturday doing what he does most: tracing the obscure, upstream suppliers that the AI hardware boom quietly depends on. The headline item was a long, hedged research note on a little-known Korean optical company, bracketed by some macro and political commentary.
A trade-war reframe. He opened with a geopolitical argument: that the real levera…
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The stock-picker known as @aleabitoreddit spent Saturday on two fronts: a fresh research thread on Asian holding companies trading below the value of what they own, and a long retrospective defending his record against early skepticism.
The NAV-discount screen. His most substantive new work was a survey of "holdco" structures — parent companies whose market caps sit below the value of their liste…
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Today was less about new buys than an unusually frank self-audit, with one fresh piece of research stapled on.
A portfolio reckoning. In a long retrospective, @aleabitoreddit walked through his three core themes — neoclouds (AI cloud capacity), memory, and photonics — and argued his blended book is "overwhelmingly green," with most long ideas up triple digits year-to-date. He singled out his top …
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A busy session for @aleabitoreddit, who toggled between his two favorite obsessions — value trapped behind asset discounts, and the still-early optical buildout — while taking a victory lap on memory.
The NAV-discount hunt. He opened and closed the day on Taiwan-listed WUS Printed Circuit (2316 TW), a PCB maker whose roughly $1B market value he calls absurd given it holds an 11.26% stake in WUS K…
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The single development that animated @aleabitoreddit today was a TrendForce report indicating that AMD — the No. 2 AI accelerator and CPU maker — is placing multiple large procurement orders to lock up continuous-wave (CW) laser supply. CW lasers are the light source for silicon photonics and co-packaged optics (CPO), the technique of placing the optical engine right next to a switch or GPU die. H…
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The stock-picker known online as @aleabitoreddit spent Tuesday taking a victory lap, prompted by a report that he says confirms the core of his entire investing approach.
The CW laser squeeze. Citing a TrendForce report, he flagged that AMD — the chipmaker chasing Nvidia (NVDA) in AI accelerators — is reportedly scrambling to lock down supply of continuous-wave (CW) lasers, the light source that …
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