Thank you for this most wonderful post and everything you have shared with us this year. Congrats on a most wonderful year! Wishing you happy holidays and success once again in 2026!
Guys I am trying to get into this but i do not understand a single thing. I read books and still not understand how to even start considering I am not in the US. I am open for your advice!
Hello 👋, just found this. Did some back testing , if someone would have bought all your top picks on 12/31/25 - all of them are at least 2x up . Insane . You’re an absolute master. I’m afraid to mid curve into any now. Do you still see any with upside for rest of 2026 ?
I’m curious to hear more about your negative outlook on Neoclouds. Don’t they provide value by handling the obnoxious work of keeping GPUs up and available?
BTW, what is up with the crazy about of AI bubble articles everywhere in the past 2 months including on Substack? I am so sick of seeing AI bubble articles because people are trying to build engagement, followers, and get paid. Substack algos are on this. Yuck. IratAnalysis is different. Thank god.
Really good analysis! did FEIM's products alreay design in Starlink? Btw, so many ur top picks are in 52weeks high level! for CAMT vs ONTO, per AYZ's ananylis article, ONTO already won more in MU's HBM4 and more close relationship in Samsung. tks for your advice.
Fking good annalysis! but sometiems, I'll do opposite direction lol
love this shit. finally something fun to read! good luck in '26. thanks for the insights.
thanks for this! v enjoyable read!
Thank you for this most wonderful post and everything you have shared with us this year. Congrats on a most wonderful year! Wishing you happy holidays and success once again in 2026!
Camtek and the Israelis lol. True true
Realize it’s not that irrational but what’s your thought on avgo post recent correction? See you still holding
Guys I am trying to get into this but i do not understand a single thing. I read books and still not understand how to even start considering I am not in the US. I am open for your advice!
Hello 👋, just found this. Did some back testing , if someone would have bought all your top picks on 12/31/25 - all of them are at least 2x up . Insane . You’re an absolute master. I’m afraid to mid curve into any now. Do you still see any with upside for rest of 2026 ?
This is a gold mine! Almost everything I bought because of this is up at least 50%. Bad news, I also had Oracle stocks =))
MRVL really that bad? Any resources to explore this further?
Goated analysis! Love the tone
I’m curious to hear more about your negative outlook on Neoclouds. Don’t they provide value by handling the obnoxious work of keeping GPUs up and available?
AMD didn't warrant an opinion?
BTW, what is up with the crazy about of AI bubble articles everywhere in the past 2 months including on Substack? I am so sick of seeing AI bubble articles because people are trying to build engagement, followers, and get paid. Substack algos are on this. Yuck. IratAnalysis is different. Thank god.
Really good analysis! did FEIM's products alreay design in Starlink? Btw, so many ur top picks are in 52weeks high level! for CAMT vs ONTO, per AYZ's ananylis article, ONTO already won more in MU's HBM4 and more close relationship in Samsung. tks for your advice.
Why short Arista?