Book I'm Reading
I’m continuing slowly through this one in my nightly reading. The author is quite objective in his treatment of Wilson, pointing out flaws and virtues alike. I’m reserving judgment on whether I like Wilson, the man, until I finish this book.
X User I'm Reading
This anonymous user account on X, @aleabitoreddit, has put out incredible open-source research this year in the semiconductor space. It’s remarkable the depth of technical expertise he exhibits. From the biggest names to the smallest, he has consistently identified chokepoints for this multi-year AI infrastructure supercycle we’re only just beginning.
Here’s a recent tweet listing all the stocks (23!) they’ve highlighted this year that’ve gone on to return between 100-1,000%:
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
— Serenity (@aleabitoreddit) May 15, 2026
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/Adj2khuST0 pic.twitter.com/kk06ZqwIN2
On Bitcoin
Bitcoin closed last week just below the 21-week, and hasn’t been able to sustain above that level. As long as that level remains resistance, the sideways-to-down price action will continue.
Tweets I'm Reading
SIVERS SEMICONDUCTORS $SIVE – THE INP SOVEREIGNTY HEDGE INSIDE THE PLATFORM
— Finance Major (@FinanceMajor_23) May 16, 2026
Glasgow fab should be valued as a geopolitical hedge asset.
Report notes: about a quarter of $SIVE value is really provenance, auditability, and jurisdictional insulation rather than standard photonics…
What’s common to Optics and Power that ruins everything in the era of AI?
— Semi Doped (@semidoped) May 8, 2026
Resistance.
The same physics that drove interconnects to optics is now driving 48V to 800V. We unpack it using the Kyber rack as an example.
– Why the transition to 800V
– The numbers behind the power… pic.twitter.com/YRUNWuvLI3
Two questions I get all the time:
— MacKenzie Price (@mackenzieprice) May 15, 2026
"What educational AI tools would you recommend for my kid?" "What adaptive apps does Alpha use?"
Many of the apps we've built ourselves aren't publicly accessible yet. Here are ten third-party ones I do recommend.
Cancer-causing toxins found in America's favorite strawberry brand, alarming tests reveal
— Daily Mail US (@Daily_MailUS) May 14, 2026
If you have feedback for me, if something resonates and you want to see more of it, reply in the comments below. You can also tweet at me on Twitter @the_cody_hall.
I look forward to hearing from you!
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