$ORCL···Sikand trades Oracle calls as OpenAI proxy: 80% profit on Stargate backlog thesismichael sikand·Michael Sikand·14 days agoshow more ▾
$KOPN···Kopin CEO details defense moat and AI infrastructure optionality as path to $100M+ revenuemichael murray·Michael Sikand·17 days agoshow more ▾
$ALMTF···Almonty CEO sees 5-6 year tungsten supercycle as Sang Dong mine rampslewis black·Michael Sikand·last monthshow more ▾
$LPTH···Light Path CEO sees doubling revenue trajectory driven by germanium-free optics and vertical integrationsam rubin·Michael Sikand·2 months agoshow more ▾
$APLD···Leopold Aschenbrenner buys Applied Digital at $5.62 as AI data center bottleneck playleopold aschenbrenner·Michael Sikand·2 months agoshow more ▾
$NOK···Sikand makes Nokia 20% portfolio position on AI infrastructure pivotmichael sikand·Michael Sikand·3 months agoshow more ▾
$ANDURILXOVR holds small Anduril SPV stake; signals future private defense/tech additionsmichael sikand·Michael Sikand·4 months agoshow more ▾
$CBRS···Cerebras files for IPO with wafer-scale chip targeting AI inference dominancemichael sikand·Michael Sikand·5 months agoshow more ▾
$LASR···nLIGHT positioned as sole US pure-play in directed energy weapons with 1MW laser milestone approachingmichael sikand·Michael Sikand·5 months agoshow more ▾
$COHR···Jensen Huang: Nvidia invested $2B in Coherent for upstream silicon photonics capacityjensen huang·Michael Sikand·6 months agoshow more ▾
$AAOI···Sikand names AAOI largest photonics portfolio position after 50% post-earnings jumpmichael sikand·Michael Sikand·6 months agoshow more ▾
$SPCX···SpaceX valued at $1.25T-$2T could be Stack's biggest value drivermichael sikand·Michael Sikand·7 months agoshow more ▾
$MU···Gavin Baker names HBM makers as 2025's best asset, holds Micron as top-10 positiongavin baker·Michael Sikand·8 months agoshow more ▾
$BE···Sikand buys Bloom Energy at $121: AI power constraint creates multi-year growth runwaymichael sikand·Michael Sikand·8 months agoshow more ▾
$NVDA···Nvidia's networking walled garden faces open Ethernet challenge led by Broadcommichael sikand·Michael Sikand·9 months agoshow more ▾
$RKLB···Rocket Lab Positioned as Only Proven SpaceX Challenger for Orbital Data Center Launchesmichael sikand·Michael Sikand·9 months agoshow more ▾
$META···Meta bets $600B on AI without cloud revenue backstop, trading at Mag 7 discountunknown·Michael Sikand·9 months agoshow more ▾
$ANTHROPICAnthropic deploys 500k Trainium 3 chips in world's largest compute cluster, validating Amazon siliconmichael sikand·Michael Sikand·10 months agoshow more ▾