There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care? https://t.co/uWJ55OuZMO
I NEED TO HIDE LIKE 100 COMMENTS PER POST, SOMEONE AT X PLEASE FIX THIS. https://t.co/vyhfuDiato
Yeah I'm not sure all the shorts on $TE is a good idea... When the OpenAI runway model likely has enough to buy the entire company. That being said: Anyone remember I predicted Faker to win worlds, and they actually did? https://t.co/F9ugI8M2Vb
Did you listen Sweden? > $SIVE MSCI Listing + structural inflow > $6.6M CHIPS act funding > Jabil 1.6T extreme demand, volume ramp > Apple next-gen Watch refresh likely using Sivers > 2 new board members related to M&A > Nasdaq listing inc The story keeps getting better. https://t.co/mlKM9WcIOf https://t.co/SEx6SI3I8J
“Jeff Bezos says low earners in the US should pay zero tax” I actually agree this this with some nuance on implementation: Low earners should be allowed to deduct all their living expenses before paying tax. Just like how the wealthy are able to write off a lot of things as https://t.co/EBAtHHCL9S
If people don’t realize why I’m so interested in $SIVE M&A. Sivers likely customers were: Lightmatter when they were tiny -> became $4B+ company. Lightelligence when they were tiny -> became $10B+ company. Ayar when they were tiny -> now funded by $NVDA, $AMD, and others. https://t.co/nY7v9Jpn0T
$SIVE is nominating two new board members today. It's very highly telling since the newcomers have acquisition backgrounds from: -> Head of M&A at Ericsson / Advisor at Verdane, focusing on M&A / Deutsche Bank. -> CFO from HMS / Axholmen and Celerant Consulting around https://t.co/9lGhfECyP5
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
$SIVE mass production for 1.6T optical transceivers with $JBL: Is now earlier than expected per JP Morgan Fireside chat. Here's what they announced: > "Relatively dramatic moat" implied with $SIVE laser architectures > Extreme demand for their 1.6T, which was previously https://t.co/Ae8K9WpLJL
Just a shower thought: US Gov/Japan should put Ulvac (6728) on the export control list so they stop shipping to China. That way you can disrupt China's entire humanoid program (since it's "Dual Use Military Applications"). As retaliation over upstream InP/rare earth related https://t.co/035q5Cevc8 https://t.co/bsR7JUAnqG
I'm not sure how anyone thought it was a good idea to buy $145m worth of illiquid assets in $BOT that frequently trade under NAV. For $750M MC. Even after the 37% drop, it's still ~$490M MC. On top of that, people are buying into a $2,000,000,000 effective ATM that's slow https://t.co/C67fwSPbPJ https://t.co/uTcXy8cQ3k
Who could have thought China was holding all the cards over humanoid mass production? Really if America sees a future in $TSLA or Figure robotics programs. Maybe it’s time to start pouring more funding sovereign rare earths supply chains. Whatever we’re doing now isnt enough. https://t.co/VQXh9otLMi https://t.co/bxWDO26gSc
This is just confirmation on timelines: H2 2026 is the "major redesign of high end Apple Watches" for blood pressure related stuff using TASC photodiodes(2340). This next part is $SIVE likely project with $AAPL: "After this, Apple's next health monitoring capabilities are https://t.co/619gCcYEvk
@pepemoonboy Almost like legalized theft for each of them because the excessive ATMs are disclosed then a certain someone promotes retail to buy into them. They all ended up crashing 99% aside from one of them so far.
@IggyPacoRico1 I see no reason to long $IREN today when upside is structurally capped with excessive and toxic dilution structures. $AAOI would have returned 300%+ in the same period $IREN was flat to negative.
@ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180. $AEHR went from $25 -> $110 -> $77 While $IREN went from $45 -> $70 -> $45
$IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos https://t.co/uCjXLdadeD https://t.co/SUThVQe5Zz
@natstewart5 This is hilarious, these imposter/scammer accounts literally cannot get banned. I genuinely think there's something wrong with the system. https://t.co/MUVmKDvvtM
@_king142 the one with 1.8k subscribers was actually my secret account lol. but aside from that i dont use anything else.
@Blinklebloop Yes I literally have to hide 20-30 of those comments every single post of mine nowadays. https://t.co/JleOUL6dCj