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While he has the charm with the kids, lscc researchers like him too. If they ever get in trouble, they immediately go to Loveletter for backup, maybe even using him as a shield against the wrath of their substitute director xd (he may be his favorite but he's not the exception/j)
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The obvious names in this layer include $NVDA $AMD $QCOM $ARM $AVGO $MRVL $TXN $LSCC $STM and smid caps like $ON $AMBA $NXPI $IFNNY $NVTS and so many others
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Yep. Great listen on @APompliano pod today with @jvisserlabs on that very topic. Looking downstream, ive been building positions in $MRVL $VIAV $LSCC as examples of ecosystem beneficiaries .
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@1ChartMaster thoughts on LSCC on the weekly?
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45 leading names that are above the 10-MA with over $100M in dollar volume to build your relative strength watchlist, even as the market remains beneath its 10 and 20-MAs. $RXT โ€” Software Infrastructure $AMC โ€” Entertainment $AEHR โ€” Semiconductor Equipment $ALK โ€” Airlines $MARA โ€” Crypto Mining $SEI โ€” Energy Infrastructure $CLF โ€” Steel $VSH โ€” Semiconductors $OSCR โ€” Health Care Providers $CORZ โ€” Crypto Mining $CIFR โ€” Crypto Mining $RIOT โ€” Crypto Mining $CAVA โ€” Restaurants $BROS โ€” Restaurants $WULF โ€” Crypto Mining $GLXY โ€” Crypto Mining $VIAV โ€” Communication Equipment $SMTC โ€” Semiconductors $FPS โ€” Electrical Equipment $LSCC โ€” Semiconductors $TTMI โ€” Electronic Components $AMKR โ€” Semiconductor Equipment $RIVN โ€” EVs $ROKU โ€” Entertainment $IREN โ€” Crypto Mining $ENTG โ€” Semiconductor Equipment $TSEM โ€” Semiconductors $GFS โ€” Semiconductors $CRDO โ€” Semiconductors $UMC โ€” Semiconductors $ALAB โ€” Semiconductors $TER โ€” Semiconductor Equipment $STM โ€” Semiconductors $LITE โ€” Communication Equipment $ASX โ€” Semiconductor Packaging & Testing $WDC โ€” Data Storage $STX โ€” Data Storage $MRVL โ€” Semiconductors $SNDK โ€” Data Storage $KLAC โ€” Semiconductor Equipment $ARM โ€” Semiconductors $AMAT โ€” Semiconductor Equipment $LRCX โ€” Semiconductor Equipment $INTC โ€” Semiconductors $AMD โ€” Semiconductors $MU โ€” Memory Semiconductors @finviz_com
4 Dec 2025
My Trading Process, Tools, Routine, and Core Beliefs A 60 pages of experience-based lessons and insights curated from 15 years of my tweets. 1. Glossary โ€“ Terms and Expressions I Use 2. Charting โ€“ My Approach Using TradingView 3. My Screeners โ€“ Workflow of Finviz & Tradingview 4. Process & Routine โ€“ Moving Ideas to the Focus List 5. Pre-Market Routine โ€“ Situational Awareness 6. Proficient Executionโ€“ Trade Design, Stops, % Risk 7. Post-Execution โ€“ Trade Management 8. Journaling โ€“ Fine-Tuning to Improve YoY % Return 9. Conviction โ€“ Internalizing These 6 Graphics 10. Full-Time Trading โ€“ What Does It Takes 11. Five Books I Highly Recommend To Everyone 12. Free Productivity Tools & Websites I Rely On 13. How I Delayed My Own Progress by 3 Years 14. Reflections and Experiences for You to Relate To 15. Closing Remarks โ€“ A Call to Inspiration 16. FAQ, Paired with Thought-Provoking Questions 17. Subtle Strategies to Attract Institutional Attention jfsrev.substack.com/my-tradiโ€ฆ Managed to finish this project early as a Christmas gift๐ŸŽ„for everyone โ€” enjoy!
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Jun 12
CSIRโ€™s LSCC Blast Protection & ToT: LSCC uses a patented interlocked design eliminating the extensive welding required in earlier systemsโ€”which was also a structural weakness. LSCC said to achieve 2ร— the support rotation of older panels. Factory-built i-LSCC modules can be rapidly assembled on-site; suitable for defence infra, disaster retrofitting & hazardous industries. Thankfully, has been licensed to Modern Prefab for modular i-LSCC production.
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Embedded chip makers $TXN and $LSCC hold unbroken bull runs, flying under the radar like a secret superhero identity. Stop missing massive sector blockbuster rallies with his free guides ๐Ÿ‘‰ @mariiana_moura
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Stop missing massive sector rallies with his free guides ๐Ÿ‘‰ @mariiana_mouraEmbedded chip makers $TXN and $LSCC hold unbroken bull runs flying under most radars.
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Embedded chip makers $TXN and $LSCC enjoy nonstop bull runs. Stop missing sector rallies with his free guides ๐Ÿ‘‰ @mariiana_moura
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๐Ÿชถ๐Ÿ•Š retweeted
๋ฆฌ๋ฒ„์Šค: 1999 | 'To. ๋ผํ”Œ๋ผ์Šค' |แ•)โพโพ Crack It If You Can, LSCC |แ•)โพโพ ๋กœ๋ Œ์ธ  ๋ฒ„ํ„ฐํ”Œ๋ผ์ด PV ํŽธ์ง€์™€ ํ•จ๊ป˜ ์ฐพ์•„์˜จ ๊ฒƒ์€, ๋งˆ์น˜... ํ˜ผ๋ˆ ์†์—์„œ ๋“ค๋ ค์˜ค๋Š”, ๋‚˜๋น„์˜ ๋‚ ๊ฐฏ์ง“์ฒ˜๋Ÿผ ๊ฐ€๋ฒผ์šด ์›ƒ์Œ์†Œ๋ฆฌ์˜€๋‹ค. ๋‚˜๋น„์˜ ์„ ๋ฌผ: ์™„๋ฒฝํ•œ์ถ”๋ก  * ํ•ด๋‹น ์ฝ”๋“œ๋Š” 2026๋…„ 6์›” 18์ผ 04:59๊นŒ์ง€ ์‚ฌ์šฉ ๊ฐ€๋Šฅ [๋ฆฌํŠธ์œ— ์ด๋ฒคํŠธ] 1. ์ด๋ฒคํŠธ ๊ธฐ๊ฐ„: ๊ฒŒ์žฌ ํ›„ ~ 2026๋…„ 6์›” 9์ผ 23:59 2. ์ด๋ฒคํŠธ ๋‚ด์šฉ: @REVERSE1999KR๋ฅผ ํŒ”๋กœ์šฐํ•˜๊ณ  ์ด๋ฒˆ ๊ณต์ง€๋ฅผ ๋ฆฌํŠธ์œ—(๋˜๋Š” ์ธ์šฉ) ํ•ด์ฃผ์„ธ์š”! 3. ์ด๋ฒคํŠธ ๋ณด์ƒ: ์ถ”์ฒจ ๋‹ค์„ฏ ๋ถ„ - ๊ตฟ์ฆˆ ํŒจํ‚ค์ง€ (๋กœ๋ Œ์ธ  ๋ฒ„ํ„ฐํ”Œ๋ผ์ด ์ž์„ ์บก์Аx1, ๋กœ๋ Œ์ธ  ๋ฒ„ํ„ฐํ”Œ๋ผ์ด ์บ๋ฆญํ„ฐ ๋ฐฐ์ง€x1, ๋กœ๋ Œ์ธ  ๋ฒ„ํ„ฐํ”Œ๋ผ์ด ์บ๋ฆญํ„ฐ ์Šคํƒ ๋“œx1) ์ฃผ์˜์‚ฌํ•ญ: * ๋‹น์ฒจ์ž ๋ช…๋‹จ์€ ์˜์—…์ผ 5์ผ ์ด๋‚ด ๊ณต์ง€๋  ์˜ˆ์ •์ด๋ฉฐ, ๋ณด์ƒ์€ ๊ณต์ง€๋œ ํ›„ ์˜์—…์ผ 180์ผ ์ด๋‚ด ๋ฐœ์†ก๋ฉ๋‹ˆ๋‹ค. * ๋™์ผํ•œ ์ด๋ฒคํŠธ๋กœ ๊ฐ๊ฐ ๋‹ค๋ฅธ SNS์—์„œ ์ค‘๋ณต ๋‹น์ฒจ์ด ๋  ๊ฒฝ์šฐ, ๋‹น์ฒจ ๋ณด์ƒ์€ 1์„ธํŠธ๋งŒ ์ง€๊ธ‰๋ฉ๋‹ˆ๋‹ค. * ์ด๋ฒคํŠธ ๋ณด์ƒ์˜ ๊ฒฝ์šฐ ๊ตญ๋‚ด(ํ•œ๊ตญ) ๋ฐฐ์†ก๋งŒ ๊ฐ€๋Šฅํ•˜๋ฉฐ, ์™ธ๊ตญ์—์„œ ๊ฑฐ์ฃผํ•˜๊ณ  ๊ณ„์‹ค ๊ฒฝ์šฐ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ๋Š” ๊ตญ๋‚ด(ํ•œ๊ตญ) ์ฃผ์†Œ๋ฅผ ์ œ๊ณตํ•ด ์ฃผ์…”์•ผ ํ•ฉ๋‹ˆ๋‹ค. * ์ด๋ฒคํŠธ ๋ณด์ƒ์ด ๋ณ€๊ฒฝ๋  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์‹ค์ œ ์ง€๊ธ‰๋œ ์ƒํ’ˆ์ด ๊ธฐ์ค€์ž…๋‹ˆ๋‹ค. #๋ฆฌ๋ฒ„์Šค1999 #๋ฆฌ๋ฒ„์Šค1999ํ„ฐ์ฝฐ์ด์ฆˆ๋ฑ€ํด๋Ÿฝ #๋กœ๋ Œ์ธ ๋ฒ„ํ„ฐํ”Œ๋ผ์ด
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โ˜น๏ธŽLee โ– โ– โ– ๐Ÿฆ‘ retweeted
Jacinto - Plant Arcanist A member of Lorentz but another infiltrator of LSCC, in Lorentz his role is being a Chaotic Data researcher and would mostly test out places that has more chaotic energy when his on 'leave' once he lingered too long he was knocked out cold for a week
Jacinto doodle and I have to yap on the other acc soon for him because its long been dead
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Stage Analysis Screener โ€“ Tech Stocks Rebounding after Pullback LRCX, VPG, KLIC, MKSI, ACLS, AMKR, MU, STM, ALAB, CEVA, KN, ALMU, NOVT, VSH, PENG, ACMR, SMTC, NVMI, AEHR, ROG, AIP, GFS, BHE, DIOD, FTNT, ARW, JBL, AVT, NTCT, PANW, INTC, TTMI, FLEX, TSEM, VIAV, MTSI, SYNA, MPWR, CRWD, ALGM, RAMP, STX, WDC, SIMO, ASX, SITM, VSAT, LPTH, LSCC, LFUS, TXN, MCHP, AAOI, ENPH, CLS, TSM, FSLR, ENTG, CAMT, ADI, TER, CLSK, SLAB, CWAN, SATS, AEIS, MARA, KEYS, FORM, TDY Filters: Sector: Information Technology SATA Score: Strong, Neutral SATA Change: Chg into Strong (D), Chg into Neutral (D) Market Cap: Mini (over $300mln) Avg $ Volume: Over 100M 40W MA: Above 40 WMA
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Up 1.1% with SP500 up 1.7%. Top gains from long $LSCC ( 8%), long $โ€‹EMR ( 4%). Bought $โ€‹KIM. Shorted $โ€‹TTD. 62% long by 7% short. 8% long Technology, 7% long Industrials. techtrader.ai/wall/?date=178โ€ฆ
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places lucy has canonically been to: 1. london (her birthplace) 2. lisbon (1835) 3. boston (1908) 4. florida (1969) 5. new york (until 1999 aka the first storm) 6. wherever tf lscc hq and vertin's suitcase is
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$LSCC ์กท๋˜๋Š” ๊ธฐ์—…์ด๋ผ๋‹ˆ๊ปœ? ๊ทธ๋ž˜์„œ ๋„ˆ ์ƒ€๋ƒ๊ณ ?? ์•„๋‹ˆ ใ…‹
๋ˆ™ํ†ฐ๊ฐ€๋กœ์จ ๋ˆ™ํ†ฐ์Šจ์ด ์ฐ์–ด์ค€ ์ข…๋ชฉ ๊ณต๋ถ€ํ•ด๋ด„ ์•„๋ž˜๋Š” ์ œ๋ฏธ๋‚˜์ด ํ”ผ์…œ์ž„ LSCC(๋ž˜ํ‹ฐ์Šค ๋ฐ˜๋„์ฒด) ๊ฒฝ์Ÿ๋ ฅ ๋ฐ ํฌ์ง€์…”๋‹ ์š”์•ฝ AMD, ์ธํ…” ๋“ฑ ๊ฑฐ๋Œ€ ๊ณต๋ฃก ๊ธฐ์—…๋“ค์ด ์ฃผ๋„ํ•˜๋Š” FPGA ์‹œ์žฅ์—์„œ ๋ž˜ํ‹ฐ์Šค ๋ฐ˜๋„์ฒด๊ฐ€ ๋†’์€ ๋งˆ์ง„์„ ์œ ์ง€ํ•˜๋ฉฐ ๋…์ ์  ์ง€์œ„๋ฅผ ๊ฐ–๋Š” ํ•ต์‹ฌ ์š”์ธ์ž…๋‹ˆ๋‹ค. 1. ํƒ€๊ฒŸ ์‹œ์žฅ์˜ ๋ถ„๋ฆฌ (์ปจํŠธ๋กค ํ”Œ๋ ˆ์ธ ํŠนํ™”) * **๊ฒฝ์Ÿ์‚ฌ (AMD/์ธํ…”):** ๋Œ€๊ทœ๋ชจ ๋ฐ์ดํ„ฐ ์—ฐ์‚ฐ(Data Plane) ์ค‘์‹ฌ. ๊ณ ์„ฑ๋Šฅยท๊ณ ์ „๋ ฅยท๊ณ ๊ฐ€ ์นฉ์— ์ง‘์ค‘. * **๋ž˜ํ‹ฐ์Šค:** ์‹œ์Šคํ…œ ์ œ์–ด, ์ „์› ๊ด€๋ฆฌ, ๋ณด์•ˆ(Control Plane) ์ค‘์‹ฌ. **๋ฐ€๋ฆฌ์™€ํŠธ(mW) ๋‹จ์œ„์˜ ์ดˆ์ €์ „๋ ฅ**๊ณผ ์ดˆ์†Œํ˜• ํผํŒฉํ„ฐ์— ํŠนํ™”๋˜์–ด ์ •๋ฉด๋Œ€๊ฒฐ์„ ํ”ผํ•จ. 2. AI ์„œ๋ฒ„ ๋ฐ ์—ฃ์ง€ ๋ถ€๋ฌธ์˜ ํ•„์ˆ˜์žฌ ์—ญํ•  * **AI ์„œ๋ฒ„ ์ธํ”„๋ผ:** ๊ณ ์„ฑ๋Šฅ AI ๊ฐ€์†๊ธฐ ๋ณด๋“œ ๋‚ด์—์„œ ์ „์› ์‹œํ€€์‹ฑ ๋ฐ ํ•˜๋“œ์›จ์–ด ๋ณด์•ˆ(Root of Trust)์„ ๋‹ด๋‹นํ•˜๋Š” ์ œ์–ด์šฉ FPGA ๊ณต๊ธ‰์„ ์‚ฌ์‹ค์ƒ ๋…์  ์ค‘. * **์—ฃ์ง€ ๋””๋ฐ”์ด์Šค:** ์˜จ๋””๋ฐ”์ด์Šค AI, ADAS ์นด๋ฉ”๋ผ, ๋กœ๋ณดํ‹ฑ์Šค ๋“ฑ ๋ฐœ์—ด๊ณผ ๋ฐฐํ„ฐ๋ฆฌ ์ œ์•ฝ์ด ๊ทน์‹ฌํ•œ ํ™˜๊ฒฝ์—์„œ ๋Œ€์ฒด ๋ถˆ๊ฐ€๋Šฅํ•œ ์ž…์ง€ ๋ณด์œ . 3. ์ค‘๊ธ‰ํ˜• ์‹œ์žฅ์˜ ๊ณต๋ฐฑ ๊ณต๋žต (Avant ํ”Œ๋žซํผ) * ๊ฒฝ์Ÿ์‚ฌ๋“ค์ด ๋งˆ์ง„์ด ๊ทน๋Œ€ํ™”๋œ ์ดˆ๊ณ ์„ฑ๋Šฅ AI ๊ฐ€์†๊ธฐ ์นฉ์— R&D๋ฅผ ์˜ฌ์ธํ•˜๋Š” ์‚ฌ์ด, ๊ณต๋ฐฑ์ด ์ƒ๊ธด **์ค‘๊ธ‰ํ˜•(Mid-range) FPGA ์‹œ์žฅ์„ ์ €์ „๋ ฅ ์•„ํ‚คํ…์ฒ˜๋กœ ๊ณต๋žต**ํ•˜๋ฉฐ ๋ž˜ํ‹ฐ์Šค์˜ ์ „์ฒด ์‹œ์žฅ ๊ทœ๋ชจ(TAM)๋ฅผ ํ™•์žฅ ์ค‘. **๊ฒฐ๋ก ** > ๊ณ ์„ฑ๋Šฅ ์—ฐ์‚ฐ ์‹œ์žฅ์ด ์•„๋‹Œ '์ดˆ์ €์ „๋ ฅ ์ œ์–ด ๋ฐ ๋ณด์•ˆ'์ด๋ผ๋Š” ํ•„์ˆ˜ ๋‹ˆ์น˜ ๋งˆ์ผ“์„ ๋…์ ํ•˜์—ฌ **60% ์ด์ƒ์˜ ๋†’์€ ์ด๋งˆ์ง„์œจ(Gross Margin)**์„ ์•ˆ์ •์ ์œผ๋กœ ์œ ์ง€ํ•˜๋Š” ๊ธฐ์—….
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