$IQE
IQE PLCHow his view evolved
Every substantive take he's posted on $IQE, newest first — each labelled with the stance he expressed at the time.
- Jun 15, 2026Bullishconviction 4/4
Ur welcome with $IQE https://t.co/dn7XDgZ4FE https://t.co/kQHGfdYSHb
View on X → - Jun 15, 2026Bullishconviction 4/4
Wow, $IQE and $TSEM sign a multi year InP epiwafer deal. Remember I told you all IQE was important to Western optical supply chains back at $12? $MTSI had to go out of their way to secure their supply with IQE. Now there’s another critical deal with Tower Semi. https://t.co/4A5PAuA3PU https://t.co/E3knHZhQ1K
View on X → - Jun 12, 2026Bullish
@RyanU_1F42B $IQE, $XFAB, and others are just not really well known but they're both critical to western supply chains. Probably a long way to go imo
View on X → - Jun 12, 2026Bullishconviction 3/4
VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints https://t.co/EeOR3HjzPV https://t.co/843v31W4gs
View on X → - Jun 11, 2026Bullish
Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE,
View on X → - Jun 10, 2026Bullish
@aphexinvests I’d expect $SOI, $XFAB, $IQE and others in the European supply chain to play follow the leader and recover as well. Everything got sold off with photonics / power semis recently.
View on X → - Jun 7, 2026Bullishconviction 3/4
I think my personal style of investing is a bit different, just some reflection: It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life experiences? If you look at $AXTI, $RPI, $SIVE, $IQE and others. Lot of it is guessing on https://t.co/5GGFN54PjZ
View on X → - Jun 1, 2026Bullishconviction 3/4
A special thank you to the only European stock green today: $IQE. Up to $54, from when I went long at $12-13, 4 months ago. Unfortunately lot of volatility with the other ones from $LPK, $SOI, $XFAB, and $ALRIB. https://t.co/FysZyHk5OK https://t.co/rRCORshRmj
View on X → - May 28, 2026Bullishconviction 3/4
@reedy1991 I mean all my European longs from $SOI, $IQE, $RPI, $SIVE, $ALRIB followed this trend if we just look at chart. Long term they’ve all ended up directionally right, and now they’re all up hundreds of percent. I don’t control or trade volatility with $XFAB, but interested in
View on X → - May 27, 2026Bullish
Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2. Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql https://t.co/bnDNaTMnOz
View on X → - May 27, 2026Bullish
Yeah would not be surprised to see $SIVE, $SOI, $IQE, and $XFAB funding with EU Chips Act 2. Glad to all my longs there listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/FEGGN83avF https://t.co/bnDNaTMnOz
View on X → - May 25, 2026Bullishconviction 3/4
$RPI, close to ~3x returns. Off the media branded "Meme Stock". I think after retail saw institutions bear post my thesis posts. Then ended up paper handing $AXTI, then $RPI, then $IQE, then $EWY, then $SNDK, then $AAOI, then $SOI. And them watch them all go up 3x-15x+ https://t.co/SZj4bAAIMH https://t.co/C0IP2nPj83
View on X → - May 25, 2026Bullishconviction 3/4
$RPI, close to ~3x returns. Off the media branded "Meme Stock". I think after retail saw institutions bear post my thesis posts. Then ended up paper handing $AXTI, then $RPI, then then $IQE, then $EWY, then $SNDK, then $AAOI, the $SOI. And them watch them all go up https://t.co/1xegMwBgLW https://t.co/C0IP2nPj83
View on X → - May 25, 2026Bullishconviction 3/4
Eh... I had higher hopes so far with $IQE than 3x+. There's still time though. https://t.co/cK08L6yvm3 https://t.co/rRCORshRmj
View on X → - May 20, 2026Bullish
Just your average day in European photonics? With $SIVE, $IQE, and $SOI all hitting double digit recoveries. These are all core players going forward, hard to see any dip not being bought out at these levels. https://t.co/fYaYAov3Vn
View on X → - May 15, 2026Bullishconviction 3/4
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron https://t.co/kk06ZqwIN2 https://t.co/Adj2khuST0
View on X → - May 15, 2026Bullishconviction 3/4
Took a month… But my Shunsin (6451) CPO/SiPh idea is starting to play out. I’m telling you with all these ideas like $IQE to $SOI, they randomly start going up like 1 month after my thesis posts… it’s extremely uncanny. Maybe institution copy trading? https://t.co/qWGvNsJk2C https://t.co/2zClJN4bl2
View on X → - May 13, 2026Bullish
@6m3k4z Markets are forward looking by 8-12 months. I like to find plays at the very bottom and capture full supercycle exposure like $AXTI, $SIVE, $IQE, $SOI, $LITE, $AAOI, etc. Otherwise you won't get 10x returns if something is already priced in. If something fully scales 2028,
View on X → - May 12, 2026Bullish
Random CPO related names I like: - $SIVE - Foci (3363) - $TSEM - Browave (3163) - PCL (4977) - $AXTI - Msscorps (6830) - $IQE - Shunsin (6451) - Furukawa Electric (5801) - $MTSI - Nextronics (8417) - $LITE - $COHR - FitTech (6706) - $GFS - $ASX - LandMark (3081) - $SOI
View on X → - May 11, 2026Bullishconviction 4/4
Not too shabby? $IQE is now up 4x since in the past 3 months. $MTSI paying off their debts does derisk the company long term. I’m curious if anyone listened anon? https://t.co/OFoSaFWSa9 https://t.co/rRCORshRmj
View on X → - May 8, 2026Bullishconviction 3/4
I've noticed that it's always like 4-6 weeks after my thesis post... That a bunch of institution start buying up names like $AXTI, $SOI, or $IQE. I'm not sure if it's just luck with timing. Or if they're reading my posts and need time for DD? https://t.co/jwCXyl9mb6
View on X → - May 5, 2026Bullishconviction 3/4
True… I did call: $AXTI $12 -> $105 $SOI $43-> $145 $TSEM $110 -> $218 $AAOI $30 -> $180 $IQE $13 -> $46 $LITE $363 -> $1000 $AEHR $30 -> $85 (if you count siph segment) As individual thesis posts… and others like $COHR and Innolight last year… I think $SIVE is the most https://t.co/DY54p2EFUh
View on X → - May 1, 2026Bullish
@vz921 I guess it’s just luck calling out $AAOI, $IQE, $AXTI, $SIVE, $SOI, $AEHR, and others that all went up 3x this year?
View on X → - Apr 30, 2026Bullishconviction 3/4
@KingDavidvs Are you kidding? $IQE having $MTSI to pay off debts with 45M Euros is fundamentally different. From some no name shtco like $SLNH diluting $1B off a $197m MC, with a $500M ATM sold into the open market whenever retail buys.
View on X → - Apr 30, 2026Bullishconviction 3/4
@ravietweet Morgan Stanley now ended up holding 6.5% of $SOI, which was my other silicon photonics long. I’m do show retail the structural chokepoints in AI before institutions figure it out… Point72, $MTSI and others ended up buying $IQE float after my thesis post too.
View on X → - Apr 28, 2026Bullishconviction 3/4
This is true. A few of bank analysts got passive aggressive when I called out $SOI back at $40 and it rose 125% since then. Same with $SIVE and it’s risen a few hundred percent (and keeps going up) But these same institutions are the one buying afterward on $IQE to $AXTI. https://t.co/OimbcjmV5W
View on X → - Apr 27, 2026Bullishconviction 3/4
@JeremyMaine4 $MTSI plans to buy $IQE out of debt and be a strategic investor? How could this be bearish.
View on X → - Apr 27, 2026Bullishconviction 3/4
@LNMDad This is incredibly positive having $MTSI take $IQE out of debt and be a strategic investor.
View on X → - Apr 27, 2026Bullishconviction 4/4
Just now, $MTSI looking to invest $45 Million into $IQE and sit on the board. What did I say anon??? Landmark was overcapacity... + IQE was a structural chokepoint in photonics the supply chain back at $100M MC. This deal is also to secure long term epiwafer supply. https://t.co/lS2TGFI6v6
View on X → - Apr 24, 2026Bullishconviction 3/4
@miss_middletonn $IQE is up like ~260% since I posted. There's going to be volatility along the way, but nothing too material.
View on X → - Apr 24, 2026Bullishconviction 3/4
@UlquiorraRises No? I’m still holding $IQE just down a lot to a small 246% gain https://t.co/eAXSp0sb75
View on X → - Apr 22, 2026Bullishconviction 3/4
Bro everyone was doubting me on names like $IQE. Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts? Not sure if Swedish media bearposting $SIVE realized who found $AXTI? I’m very confident institutions will likely follow-in soon given https://t.co/76IZqNGVyg https://t.co/9Fd26DCB0V
View on X → - Apr 22, 2026Bullishconviction 3/4
Uhh… did listen anon with $IQE? Just ridiculous performance in European semi land… and they all happen to be my picks. https://t.co/hoA4W0un3i https://t.co/rRCORshRmj
View on X → - Apr 19, 2026Bullishconviction 3/4
It’s still funny that there’s so many: “If you invested $10K into ____ you would have ____ today!” Then they’re all the stocks I was the original thesis poster on from $AXTI to $IQE. Wait 6 months and you’ll probably see the same thing with $SIVE and my other bottleneck https://t.co/bvByTy4cfm
View on X → - Apr 16, 2026Bullishconviction 3/4
Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB Not including https://t.co/63r1Neszva
View on X → - Apr 16, 2026Bullishconviction 4/4
My $IQE call… might actually outperform my legendary $AXTI thesis soon? It’s only been 2 months: Now it's up over +316% after institutions started publicly buying… and keeps going up. Fun time for critical chokepoints like $ALRIB, $SIVE, and $SOI recently in Europe. https://t.co/hKBanq1YKp https://t.co/rRCORshRmj
View on X → - Apr 15, 2026Bullishconviction 3/4
No. This type of BS mindset needs to stop. What I do is point them out to retail first before the 100-500%+ returns. US institutions like Point72 or Apollo would have bought them out eventually. 1. $IQE went up because they're sitting on the most latent merchant capacity in https://t.co/b0EDKsz90g
View on X → - Apr 15, 2026Bullishconviction 3/4
Out of curiosity. Why do Europeans hate their own markets? If you look at all my core longs: $IQE up 837% YTD $SIVE up 385% YTD $ALRIB up 258% YTD $SOI up 208% YTD $RPI up 107% YTD It’s just endless salt coming from local analysts and reporters. But they’re the national
View on X → - Apr 13, 2026Bullishconviction 3/4
They’re still there. It’s just hard to say anything…. When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and many many others I call out. Just hard outperforms the market. Year to date of +1,116.29% isn’t https://t.co/3DDvba2aO1 https://t.co/3GedojWuXU
View on X → - Apr 13, 2026Bullishconviction 3/4
This is what happens when you sit back and let institutions fight each other over controlling the $IQE float. https://t.co/npQY5ZuDtH https://t.co/zcQM9p68QK
View on X → - Apr 13, 2026Bullishconviction 3/4
Bro why are all the institutions copy trading some random on X with an anime PFP? Obviously all my followers frontran institutions with $IQE. But now it’s just going parabolic after Point72 and others started buying up the float at ATHs. https://t.co/mI4vsHe0f0 https://t.co/DtQmKLhNYn
View on X → - Apr 12, 2026Bullishconviction 4/4
I still remember random retail on X kept calling $IQE a “pump and dump” stock. While they’re busy bagholding $BKKT or $IREN in their bios. Glad to see the 600%+ YTD performance mog everyone else’s performance. With institutions validating my thesis afterward by buying it to https://t.co/AIDWFuJuaa https://t.co/1PDA2ykqvX
View on X → - Apr 11, 2026Bullishconviction 4/4
Didn’t I tell you all it’s possible retail can frontrun institutions anon?? -> Point72 is aggressively buying up $IQE 2 months later at ATHs... After my latent InP reactor capacity + $LITE supplier thesis post. -> Apollo literally bought out NSG, the $TSM COUPE glass provider https://t.co/K0ThbeDnQ5 https://t.co/DtQmKLhNYn
View on X → - Apr 10, 2026Bullishconviction 4/4
I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE -> 2x+ $AEHR -> 2x+ $CRCL -> 2x+ $EWY IV -> 2x https://t.co/PCGR31WeZy
View on X → - Apr 10, 2026Bullishconviction 4/4
I cooked pretty hard finding $IQE? Another massive triple digit gain. Up 23%+ today. I said earlier that next $AXTI 10x would be either $AAOI, $IQE, or $SIVE. We'll see which one ends up winning. https://t.co/v8rAHL8Wjk https://t.co/DtQmKLhNYn
View on X → - Mar 27, 2026Bullishconviction 3/4
This crash today is a good reason why it's good to stay invested. -> $AAOI is still up 233%? -> $IQE is still up ~100%? -> $SIVE is still up 100%+? -> $LITE is still up ~88%? -> $TSEM is up ~48%? -> $SOI is still up 36%? Even after today my $AXTI positions are still up ~680% https://t.co/jJehMHl0eT
View on X → - Mar 25, 2026Bullishconviction 3/4
And… $IQE turned out well. This like my 6th photonics long that returned triple digits? https://t.co/Og4EvMh5Pm https://t.co/rRCORshRmj
View on X → - Mar 24, 2026Bullish
@Onedayyourise $IQE is in that waiting period for any acquisition / restructuring news to finish.
View on X → - Mar 24, 2026Bullish
It’s hilarious we live in a world: Where equity analysts at major banks… Might need to adjust their estimates for $IBKR or $HOOD earnings. Because a random person on X liked international equities like $SIVE, $IQE, Macronix, SK Hynix, Unimicron, and others not available on https://t.co/bPSxX6mun1
View on X → - Feb 27, 2026Bullishconviction 4/4
Here's a deeper look into $IQE ($179M): IQE's hidden InP optionality versus LandMark's $3.5B valuation. And the $IREN / $CRWV "miner" pivot to photonics: Before I did a high-level shower thought overview eg. $AXTI -> $IQE -> $LITE -> $GOOGL TPUs, but this is slightly more DD. https://t.co/61c7B5NADt
View on X → - Feb 27, 2026Bullish
@01010001x Landmark is the most pure play inp epiwafer foundry at $3.85B MC for sure. It has lower capacity than their ~$200M $IQE competitor but has no legacy drag exposure and a better balance sheet.
View on X → - Feb 26, 2026Bullishconviction 4/4
If I had to pick a 10x return-stock only after $AXTI, it would probably be $IQE. My thought process TLDR: - Closest comparison would be Taiwan's LandMark Optoelectronics for epiwafers. It's valued at ~$3.8B. - $LITE <- $IQE is a known relation, and $LITE is a known supplier https://t.co/JLyx3OMuxI
View on X → - Feb 26, 2026Bullishconviction 4/4
If I had to pick a 10x return-stock only after $AXTI, it would probably be $IQE. My thought process TLDR: - Closest comparison would be Taiwan's LandMark Optoelectronics for epiwafers. It's valued at ~$3.8B. - $LITE <- $IQE is a known relation, and $LITE is a known supplier https://t.co/NE3tdckoBo
View on X → - Feb 25, 2026Bullishconviction 3/4
@CigCapital I did mention $IQE which could be a potential banger or dilution disaster. Seems like a binary event here but they were pretty critical to Western supply chains and $LITE.
View on X → - Feb 25, 2026Bullish
@beauty_oe $IQE は時価総額1億5,000万ドルの注目銘柄で, $LITE （ルメンタム）や
View on X → - Feb 25, 2026Bullish
@yianisz Great writeup! Was a fun read. Agreed on the point $IQE is largely undiscovered.
View on X → - Feb 25, 2026Bullishconviction 3/4
@yianisz Yep, that’s a good analysis! $AXTI is basically a duopoly in two different bottlenecks (upstream feedstock processing and InP substrates). $IQE is really critical but most people don’t really do the mapping to $LITE to other hyperscalers. It’s probably the largest western
View on X → - Feb 25, 2026Bullish
@martijnde_boer $ALMU and $POET feel more like science projects while $AXTI, $IQE, $LITE and others are all actively used in hyperscaler supply chains. $POET has a better chance given they’re well funded and have backdoors via Celestial.
View on X → - Feb 25, 2026Bullishconviction 3/4
@yomattyboi Maybe $IQE at these levels as a $LITE supplier at a $150M MC. Their closest friend over in Taiwan landmark optoelectronics was rerated to $3.85B (IQE has more capacity but debt, and legacy segments dragging it down). If they sell their Taiwan segment (legacy) then use that to
View on X → - Feb 25, 2026Bullishconviction 3/4
-> $LITE is a known $GOOGL supplier. -> $IQE is a known $LITE supplier. -> $AXTI is a known $IQE supplier. Google TPU + Hyperscaler ASIC BOM are extremely confidential. But you can kinda guess from relationship mapping even though nobody will say $AXTI or $IQE supplies to https://t.co/eZafObkMlx https://t.co/DtQmKLhNYn
View on X →