Follow the signal, not the noise
Real-time itineraries, key remarks and stock calls from the people markets watch.
Channels
Ex-WSB trader turned AI/semiconductor supply-chain analyst. Buys the chokepoints NVIDIA can't do without. 700k+ followers on X.
Co-founder & CEO of NVIDIA. A single remark from him can move an entire sector — see the June 2026 Korea visit.
CEO of Tesla, SpaceX, xAI. Posts and appearances routinely move TSLA and the broader AI/robotics complex.
U.S. President. A single shout-out — Intel, then Dell, then Micron — has repeatedly moved the named stock to records the same session.
Latest activity
Latest posts, trips and remarks per channel.
The author notes the broader market sell-off of -3-4% and contrasts it with SNDK's strong performance, questioning if followers are still green this week with long-only portfolios.
The author states that optical players LITE, AAOI, and SIVE are recovering from a selloff they consider unjustified, implying a bullish view.
Morgan Stanley denies reports that Nvidia's 800V DC product has been delayed, calling the selloff overblown and referencing a prior inaccurate claim about MU's HBM4 share.
US institutions like Blackrock, Fidelity, and JP Morgan have taken positions in Sivers (SIVE), validating its photonics technology and signaling accumulation.
The post begins with Nvidia as a $5T company, focusing on a forced shift to 800V DC and co-packaged optics (CPO). An analyst expresses doubt about Nvidia's ability to execute on time. The market reacts by selling off everything, but later Nvidia and Lumentum executives counter with bullish statements on CPO, claiming timelines are accelerating. The tone is sarcastic, implying market overreaction.
Positive review of Tesla's AI chip design engineering team, with a hint that the AI6 chip could set a record in intelligence per wafer.
Starlink is connecting schools in Kenya with internet access.
The post reports a major improvement in safety statistics with Full Self-Driving (FSD) turned on in the Netherlands.
Full Self-Driving (FSD) has been approved in Denmark, marking a regulatory advancement for autonomous driving technology in the country.
AI & robotics talk with students
Naver 1784 live broadcast with chairman Lee Hae-jin
LG Group visit
Meeting with Hyundai chairman
Media briefing on SK–Nvidia collaboration
Investment opportunities
High-conviction calls distilled from recent posts.
- LITE →Bullish+3.83% today+26.97% 90d
Management confirmed no delays to CPO scale-up timeline, with first shipments in H2 2027 and ramp in 2028, aligning with prior guidance; Nvidia SVP also confirmed its own timeline, supporting Lumentum's positioning in the optical supply chain.
by Serenity - NVDA →Bullish-3.73% today+7.74% 90d
SVP confirmed CPO mass production timeline of H2 2026 with no delays, indicating strong internal alignment and confidence in the technology's readiness and market demand.
by Serenity - EWY →Bullish-3.04% today+34.32% 90d
The author executed a volatility expansion trade on EWY (South Korea ETF) from 32% to 58% IV, achieving ~383% return. They linked this to memory concentration risk and underlying strength in SK Hynix and Samsung, indicating a strong bullish view on the index's volatility and direction.
by Serenity - 005930.KS →Bullish+60.99% 90d
Record high on Huang's arrival; HBM4 certified for Vera Rubin.
by Jensen Huang - 000660.KS →Bullish+118.34% 90d
Seen taking 60-70% of HBM4 volume for Vera Rubin.
by Jensen Huang - TSLA →Bullish-3.80% today-6.43% 90d
Optimus Gen 3 + Grok-powered Digital Optimus; Fremont retooled to ~1M units/yr.
by Elon Musk - PLTR →Bullish-1.41% today-14.11% 90d
Presidential shout-out on Truth Social; ~+33% off the April low.
by Donald Trump - MU →Bullish-4.70% today+113.02% 90d
Presidential praise + UBS PT hike to $1,625; crossed $1T market cap.
by Donald Trump - DELL →Bullish-3.13% today+150.95% 90d
Direct presidential shout-out; later landed a $9.7B Pentagon contract.
by Donald Trump - SPCX →Watch-0.61% today
Largest IPO in history (~$2T); lists ~June 12. Not yet trading.
by Elon Musk