$RPI
Raspberry Pi Holdings PLCHow his view evolved
Every substantive take he's posted on $RPI, newest first — each labelled with the stance he expressed at the time.
- Jun 9, 2026Bullishconviction 3/4
@Hosdrugs Don't worry! My priority is helping out retail investors. I get into little skirmishes with media all the time like over in Sweden with $SIVE or UK with $RPI. I'm used to it now. As long as I see retail followers benefiting, then I'm happy to continue sharing my ideas.
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 5, 2026Bullishconviction 3/4
@Frenchie_ They keep fighting with me with everything from $SOI, $RPI, and $SIVE. Then get embarrassed over and over. Idk if they’re going to learn
View on X → - May 29, 2026Bullishconviction 3/4
关于我当初对 $RPI 的投资想法是如何一步步演变的，这篇文章写得太精彩了！ 中文圈的朋友真的很擅长讲故事我非常乐意让更多人看到这类好文 尤其是，通过这些复盘故事大家可以更好地了解我在构思原创做多逻辑时的思考过程。 https://t.co/JpFqTyGnFs
View on X → - May 28, 2026Bullishconviction 4/4
Few months ago, a European publication called my $RPI idea: - “mass stupidity” And said: - $RPI shares would: “come crashing back to reality” Then called it a: - “Meme stock”. Earnings report came out? Blew away revenue expectations. It’s very interesting that media can https://t.co/h3fMVqUCKo
View on X → - May 28, 2026Bullishconviction 4/4
Just in case people are wondering about my track record with European equities: $RPI: $280 -> $800 (agentic AI hardware demand thesis). $LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly) $SOI: $44 -> $181 (silicon photonics, monopoly over substrates) https://t.co/EWWaVL7Y49
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
Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low https://t.co/vj9FyoDeHO
View on X → - May 27, 2026Bullishconviction 3/4
@VinciViews Yep, I model financials around every stock I post, I don’t post breakdowns a lot of time to make it more digestible for retail investors to read w/o jargon. You can see my old $RPI revenue estimates modeling, I got that spot on. Same with $MU gross margin estimates before
View on X → - May 25, 2026Bullishconviction 4/4
$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 4/4
$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 19, 2026Bullish
@dubidubabap I see pretty strong parallels with $SIVE, $RPI, and basically everything. It’s eerily similar to price rises on info synthesis -> institutions publish negative news/media cycles -> retail sells -> turns out institutions were buying the float -> stock hits ATHs.
View on X → - May 12, 2026Bullishconviction 3/4
Just 3 months ago, European media called my $RPI thesis: "A Meme Stock" where earnings isn't factored into decisions. 2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis". This month it's $SIVE is "nothing special with Sivers or CPO, it's been around https://t.co/cAfUpmsww6
View on X → - May 5, 2026Bullishconviction 4/4
The "Meme Stock" with no fundamentals $RPI is now approaching all time highs from record revenue projections. Fun to see this idea age well. https://t.co/wx9hQYzJGT https://t.co/C0IP2nPj83
View on X → - May 1, 2026Bullishconviction 3/4
Everyone was doomposting $EWY 2 months ago. Calling it “Silver Crash” or “KOSPI crash bubble” Now they’re all flip flopping opinions, saying they were bullish memory all along. Even despite fear posting from $RPI to $SIVE, my thesis ends up right. Main reason I got 245K+ https://t.co/qy7YANcq3u https://t.co/8VqhbCAziK
View on X → - Apr 21, 2026Bullish
I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, https://t.co/Ry99CAEJoA https://t.co/ZEzQinsWTi
View on X → - Apr 20, 2026Bullishconviction 3/4
Just 1 month ago, journalists and media tried downplaying my $SOI and $RPI thesis. As “meme stocks that were set to crash” citing my WSB tag without analyzing the underlying thesis. They’re both up 100% and held their gains. Same is happening to companies like $SIVE. I never https://t.co/skDvrU0ZJQ
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 3/4
Wow $SOI is now the 16th name... I've done a mininthesis post on that returned over 100% Year to Date. The most recent two were $ALRIB and $RPI. Why does everything around me keep doubling? https://t.co/ttgmKWEhhU https://t.co/80ER5kLKuk
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 14, 2026Bullishconviction 3/4
$RPI hit triple digit % return intraday today, just 2 months later. That’s 14 different stocks I’ve called YTD from $AAOI to $LITE that hit 100%+ returns. Maybe if I’m able to write a thesis on 14 separate longs that double in a short time period… I’m decent at it? I was the https://t.co/t8ZoEiXfqa https://t.co/C0IP2nPj83
View on X → - Mar 31, 2026Bullishconviction 4/4
$RPI does look sort of cheap for GAAP forward projections. - 2026 Forward P/E: $5.29 / $0.256 = 20.6x - 2027 Forward P/E: $5.29 / $0.400 = 13.2x - 2028 Forward P/E: $5.29 / $0.553 = 9.5x Off personal projections. Especially when you’re growing 58% Y/Y (expect this to https://t.co/SWUsZCqwVc
View on X → - Mar 31, 2026Bullishconviction 4/4
Thesis validation in effect. $RPI up 44.76% after earnings. Raspberry Pi likely has a long way to go with some ~11-13x p/e projections for 2027. And ~19-22x for 2026. With a massive surge in demand to 58% fwd growth from 14% expected… Raspberry Pi has become the rapidly https://t.co/2TsAw21xsw
View on X → - Mar 31, 2026Bullishconviction 4/4
Bruh wtf... Everyone was doubting me on $RPI, calling it a "Meme Stock"??? I literally projected 48-55% forward revenue growth and backed it up with fundamentals. While all the analysts were saying 14-17% and news outlets were saying "Meme Stock"?? And they updated $RPI to https://t.co/T4hA7Gynr3 https://t.co/tM11vcdWPN
View on X → - Mar 31, 2026Bullishconviction 4/4
My original post on $RPI and OpenClaw vertaim: "But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues." $RPI New Analyst Projections: The broker raised its 2026 $RPI forecast to $511 million https://t.co/6qcMzM9Ymc https://t.co/C0IP2nPj83
View on X → - Mar 19, 2026Bullishconviction 3/4
Why is it… When I call out a stock like $RPI, news outlets like Bloomberg and FT call it a “Meme Stock”? Like GameStop? Then when other analysts like Hedgeye say the same thing a month later… Suddenly it’s an AI trade like Bytedance or Tencent. Do I need to name change to https://t.co/YzKVx7dV7F
View on X → - Mar 17, 2026Bullishconviction 3/4
I never gave up hope in my lobster companion $RPI. Glad to see it’s finally getting some attention by other analysts. https://t.co/koaLfw15Gs https://t.co/C0IP2nPj83
View on X → - Mar 4, 2026Bullishconviction 3/4
@leglock140448 My bad $RPI is only up 18.2% since posting last month instead of doubling. One of the heavy underperformers. https://t.co/Ww00UZhb3U
View on X → - Mar 3, 2026Bullishconviction 3/4
@GeorgePetenpi2 Thanks! No clue where $RPI heads, we’ll get to see more visibility into actualized demand after earnings in March. Feels like I’m still seeing openclaw posts every day so as long as AI agent are popular + isolated hardware for orchestration is needed, will get it a revenue
View on X → - Feb 24, 2026Bullishconviction 3/4
@bulldogcapital9 Thanks! It's really fun to see the news coverage around $RPI. Hope OpenClaw serves as a good long term catalyst. https://t.co/rTgP8DNDZn
View on X → - Feb 24, 2026Bullishconviction 3/4
@otium33 Maybe, but even the media branded “meme stock” $RPI is up 13.6% today. Seems like other themes like software and cybersecurity aren’t doing too well https://t.co/wUISCQP55H
View on X → - Feb 24, 2026Bullishconviction 3/4
The media labeled “Meme Stock” $RPI has held its gains, and is up 46.12% this month. Ever stop to wonder if there’s something structural with OpenClaw demand if everyone in Silicon Valley is dressing up in Lobster Costumes? https://t.co/IkR5BXn2dd https://t.co/OlXrmIaHpo
View on X → - Feb 21, 2026Bullishconviction 3/4
@Breadcrumb_Cap Yes I own $RPI. It’s a very small weighting in my portfolio. What gets me riled up is this: "fondness for the company itself rather than financial performance or potential". The whole thesis was around unpriced financials from revenue growth to TAM. I’d rather not have a
View on X → - Feb 21, 2026Bullish
@britplay There was another one from FT today trying to compare P/E ratios with $RPI to $DELL and I just burst out laughing. Clearly a lot of the market writers have no clue what they’re talking about
View on X → - Feb 21, 2026Bullishconviction 3/4
The Telegraph put out a new piece today about Raspberry Pi ( $RPI ) While I appreciate being called an "AI Nerd"... I don't understand why they all in common try and frame Raspberry Pi as a "Meme stock?" The whole thesis was around TAM expansion from OpenClaw variants as the https://t.co/JD25i7ty2C https://t.co/olyp0Knexa
View on X → - Feb 19, 2026Bullishconviction 3/4
The Financial Times piece on $RPI seems disingenuous. Especially the framing of "Raspberry Pi" as a Meme stock. 1. There's been 0 mentions about shorts 2. It's completely unrelated to $GME's short squeeze + hold "meme-stock" narratives. This is informed flow from material https://t.co/DS4eJUrddU
View on X → - Feb 18, 2026Bullishconviction 3/4
@tech_signals Yes I was thinking the same thing for @Raspberry_Pi. $RPI has an extremely unique market opportunity and TAM. They could easy capitalize on the momentum with your suggestion, if they act on it. I’m not sure if UK companies move as fast as US hyperscalers but we’ll see.
View on X → - Feb 18, 2026Bullishconviction 3/4
@101010_jv Yeah the volume is insane, OpenClaw really brings a lot of attention to certain stocks. I’d be more relieved if $RPI starts going back to moving a few percent a day. Having back to back 28% increases is a bit wild. That being said even with the new OpenClaw catalysts, it’s https://t.co/A2qA79ZDyq
View on X → - Feb 18, 2026Bullishconviction 4/4
It’s cool “The Guardian” cited my thesis on Raspberry Pi. First Reuters, then Bloomberg, Economic Times, and now The Guardian! OpenClaw🦞 really went viral and transformed the narrative on Raspberry Pi ( $RPI ) and Minimax (HKG: 0100). Following the OpenAI acquisition, it https://t.co/GSxVh1yyAn https://t.co/1hjuFO6Mal
View on X → - Feb 18, 2026Bullishconviction 4/4
$RPI is now up another 27.47%. OpenClaw is the primary catalyst: Demonstrating a Raspberry Pi frenzy for -cheap -mass producible -isolated hardware that is ideal for scaling AI agent orchestration and swarms. Markets are structurally re-rating Raspberry Pi as the potential https://t.co/lJG7eX2rXu https://t.co/pTYgJyYTCD
View on X → - Feb 18, 2026Bullishconviction 3/4
@Baltachi_com I'd say the two biggest beneficiaries of the OpenClaw trade is actually Minimax (HKG: 0100) and $RPI, which are both up ~60% together. The rest like $AAPL are a bit too big (and probably $TWLO ) to make a material impact. Will need to take a look into $S.
View on X → - Feb 18, 2026Bullishconviction 3/4
Bloomberg on the Raspberry Pi ( $RPI ) and the OpenClaw / PicoClaw / NanoClaw thesis: In their interview with Adam Montanaro, a fund manager at Montanaro Asset Management: "Thematically the evolution of a Raspberry Pi from hobbyist board into a core piece of AI infrastructure https://t.co/51kjA8rhQp https://t.co/1hjuFO7jZT
View on X → - Feb 17, 2026Bullishconviction 3/4
@FinancialFr33d0 Thank you, $RPI has captured the early momentum right now. Especially with lighter OpenClaw versions like picoclaw/nanoclaw. We're seeing a massive TAM expansion like when $NVDA transitioned from GPUs for gaming to GPUs for AI. But execution is what matters the most to
View on X → - Feb 17, 2026Bullishconviction 4/4
Glad my $RPI x OpenClaw 🦞thesis made it to Reuters. Raspberry Pi’s cheap educational boards had a TAM expansion overnight. As they’ve become the cheaper standard for AI Agent Orchestration + AI Swarms alongside the $AAPL Mac Mini. Raspberry Pi has a de facto monopoly in the https://t.co/qemsD902TB https://t.co/C0IP2nPj83
View on X → - Feb 17, 2026Bullishconviction 3/4
@LukeAne10 Yeah, they were a defacto monopoly for cheap hardware boards because it was mainly for education purposes. Nobody really wanted or needed to compete. Then a new use case for AI agent orchestration came up overnight and made $RPI the leader. They've been price hiking boards
View on X → - Feb 17, 2026Bullishconviction 4/4
@Th3RealSocrates Yeah it's hilarious how $RPI accidentally became the leader in hardware for orchestration of AI agents overnight. They were almost a monopoly for cheap hardware because they wanted to do it for education purposes. (nobody else wanted or needed to compete). Turns out that has
View on X → - Feb 17, 2026Bullishconviction 4/4
@CoffeeStocksGuy Nope, it's $1.02B. But that's very cheap to me considering $RPI has become the leader for AI agent orchestration hardware overnight and defacto proxy play for the "Agentic Swarms".
View on X → - Feb 17, 2026Bullishconviction 3/4
@TacticzH Thank you! This is new information about TAM flipping overnight from education to AI agent swarms that markets are pricing in with $RPI. Everyone was talking about Apple Mac Mini shortages, but the surge in demand for Raspberry Pis with new OpenClaw models is very material to
View on X → - Feb 17, 2026Bullishconviction 4/4
Raspberry Pi ( $RPI ) is now up another 29%. If you're wondering about valuation: $NVDA went from GPUs for gamers into GPUs for AI inference/training. And re-rated to a $4.4T MC from $1B. $RPI went from cheap hardware for education, into the standard for AI agents https://t.co/zR0PtRX0Et https://t.co/p15jEDVxFF
View on X → - Feb 17, 2026Bullishconviction 4/4
Raspberry Pi ( $RPI ) is now up another 29%. If you're wondering about valuation: $NVDA went from GPUs for gamers into GPUs for AI inference/training. And re-rated to a $4.4T MC from $1B. $RPI was from cheap hardware for education, into the standard for AI agents (alongside https://t.co/6VwNTB1KkG https://t.co/p15jEDVxFF
View on X → - Feb 17, 2026Bullishconviction 3/4
@Cheva28789724 Appreciate it! It's only been one day with $RPI but we'll see how my thesis regarding Raspberry Pi hoarding for OpenClaw use cases gets priced in. My guess is that it should have a material impact on revenue compared to the mac mini shortage with $AAPL.
View on X → - Feb 17, 2026Bullishconviction 3/4
Markets seem to love the OpenClaw Raspberry Pi hoarding. $RPI up another 19.34%, from yesterday's 8.1%. https://t.co/DRQTCjIlmQ https://t.co/C0IP2nPj83
View on X → - Feb 17, 2026Bullishconviction 3/4
@JoesInvestments Yeah I’ve seen tons of people do that just for openclaw related stuff. Glad to hear about your experiences too. Hoarding/bulk buying is pretty recent and news doesn’t really show up anywhere so this is alpha for $RPI.
View on X → - Feb 16, 2026Bullishconviction 3/4
@Microwave2Death Fees seem pretty expensive sadly. I just bought $RPI on LSE and it ended up costing a few hundred euros. It's a fun trade with potential upside if the openclaw demand is not a cycle (and ends up being used as the defacto way to deploy agents). But there's other long
View on X → - Feb 16, 2026Bullish
@coinsearch71105 Few things: - new IPO so originally inflated valuations last year. - upstream memory bottleneck with older LPDDR4 DRAM. Don't think $RPI hiked prices enough on their models (did a massive hike ~Feb 2nd this month) to balance out component cost. That being said, given influx of
View on X → - Feb 16, 2026Bullishconviction 3/4
@Investmnt_Eagle I was thinking about trying agentic swarm applications myself actually with compressed openclaw versions + raspberry pi zeros. Then I realized $RPI was a stock, hence where I got the long idea. It’s a fun idea that nobody shared yet tying it to Openclaw variants. Hope it’s
View on X → - Feb 16, 2026Bullishconviction 3/4
@DoctorMeltzer Yeah, everyone is talking about OpenClaw on Raspberry Pis on X, Tiktok, Youtube. And anecdotally in Silicon Valley now for business applications lol. People seem to be buying/hoarding the product, but nobody I've talked to knew $RPI was a stock. https://t.co/FVd7ltj1dU
View on X → - Feb 16, 2026Bullishconviction 3/4
Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a https://t.co/IH8wXsCctW https://t.co/yRKh37HQ5n
View on X → - Feb 16, 2026Bullishconviction 3/4
@_aboucher Everyone I've talked to knows $RPI but nobody knew Raspberry Pi was a public company, which was interesting (new IPO though). People were long $APPL because of mac mini hoarding, which made no sense given it's size. But people are also hoarding Raspberry PIs (550m MC) company. https://t.co/yxruZM0LyW
View on X → - Feb 16, 2026Bullishconviction 3/4
Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a https://t.co/2TTgLmRa77 https://t.co/yRKh37HQ5n
View on X →