Conversations & Connections

I’m genuinely impressed there’s people out there holding $IREN. Imagine getting close to half the market cap… ~$6B eventually diluted, sold into the…

@NieMehrKrieg Much better opportunities out than $IREN. If you want the same sector, $NBIS is objectively better when you look at how they finance c…

@StocksAREnuts Buffett buys profitable companies generating enormous amounts of FCF. $IREN is reverse Bufffett where you’re buying into companies to …

@HeLiuLeo I ended up preferring SK Hynix over $MU at these levels, but memory as a whole is a good long. Lot of LNG/helium/crude fears don’t really i…

@PizzaLuv Dont worry. This is basically the standard $IREN holder comeback in the comments: "You make $1560 a week? Well I make $1560 in seven days"

@bennybigbull Not saying $IREN is going to crash or go down. My nuanced point is that upside is capped when there’s an active $6B ATM. So it’s bett…

@HeLiuLeo So $EWY as a proxy has gotten a tad worse due to current devaluation from Oil/War tensions. So individually holding SK Hynix might be bette…

@SPACMANAGER Points out a fact: “A $6B active ATM structurally caps upside” $IREN holder: “this is wrong because you’re a loser”

@CoastalInvstmnt I don’t have any open positions in $IREN. Just sharing my thoughts on X

@BitcoinAIGuy https://t.co/fL2dDxN0hi

@SwellAndFlow It's probably better to chase equity appreciation rather than being structurally capped by $IREN's active ATM. I think you made the rig…

My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market. One of them ends up as the next AWS in 5 years: My guess it’s Nebius. It's no…

Sure, I have a lot of respect for the Aschenbrenner, vast majority of his longs like $BE and $LITE are stellar. I haven't really seen a fund like Situ…

I saw large potential with $IREN last year. The reason I flipped bearish is because... who is funding the monetization of their GW capacity? It's ex…

I would personally not just invest in one sector for diversification sake. I talk about photonics like $AAOI recently because I see it as highest sh…

@Jornka329996 @gude57856 $IREN is out there diluting $6B+ and nobody bats an eye. $SIVE could potentially dilute $15M-20M to scale up CW laser segmen…

@BelfortsTaxGuy If you have to think about almost not sinking for $CRWV... there's probably better longs out there in the market, just saying?

@futureproof_inv Hyperscalers need power today... not in 5 years time. That's why neoclouds like $NBIS or $IREN hit that sweet spot where they have …

I really find it hard to disagree with my assessment. I said $IREN was accretive long term. But short term holders are the one funding the buildout …

If $PL, the $11B company filed for a $6,000,000,000 dilution, I'm pretty sure everyone would leave their positions. The reason why $IREN filed for a…

@BonyBallf2 @Kaizen_Investor $6,000,000,000 dilution and sales into the open market for $IREN is not "noise".

Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium | SMRs $ESE …

@gauchos805 $WOLF was probably the most interesting one up there after restructuring. $LPKFF also for glass substrates and they own the laser induce…

@D4RW1NEXE Appreciate it! Yeah these are the more under-the-radar ones since the marketcaps are extremely small. But by the time it hits $10B+ like $…

@upliftyourpath $LPTH is incredible. My thesis is most US companies will move off China germanium supply chains (especially for defense) and use Lig…

@RKLBMan I'm sure you would like $FEIM given its space exposure. It's already up 241% this year so I'm sure markets have slowly started to realize t…

@pennycheck They're all called bottlenecks because they're critical for their specific vertical. But helium-3 definitely is for US quantum/defense ind…

@pennycheck Trump's tariff policies are an engima to me. Also just a heads up for people who think they should ape into $PLSR - Nobody knows the vol…

@hrtflutter Whoops, $LEU for HALEU (High-Assay Low-Enriched Uranium). Centrus Energy is currently the only company in the U.S. with a license to enri…

@jaded4595325692 i don't think there are any ETFs like this since half of these are very very niche small cap. I'd be happy to write up a bottleneck …

@jaded4595325692 A bottleneck ETF would be a great opportunity for @matthew_sigel or someone at @vaneck_us to make. I'm sure it would get a lot of …

The primary argument for Iren’s $6B dilution was: “Trust in $IREN management with managing dilution.” If you look at the actual history of IREN mana…

@ChrisKing189362 Feel free to say whatever you want, but it doesn’t change the reality of things. It’s all public information with $IREN management t…

@JC_GetRichSlow It’s not adding nothing to the dialogue when there’s a material $6 Billion USD ATM. It’s also public information $IREN management was…

@stockscout101 Exactly. It’s good people have the full picture so people can make informed decisions from risks with $IREN. Unfortunately there’s bee…

@hoiyeahhhh Across $BKKT, $ASST, and maybe $IREN. The strategy has been identical. Generate massive retail hype around a hot narrative (Bitcoin trea…

@CK_Cryptoklepto We’re probably at this stage since I’m getting called a bot for pointing out $IREN risk disclosures lol https://t.co/DTM73USeMx

@weary_centurion Thanks and sorry to hear that. I’m just trying to give justified warnings about ATM dilution. I did the same with $BKKT last year be…

@chiptomunk You do realize Mike Alfred sits on the board of $IREN right?

@LandoInvests @chiptomunk I phrased it correctly. Board of directors is $IREN management. If it were some random engineer, then no.

I’ve said this before with $CRCL pre-IPO lockup at $200. And I’ll say it again with $IREN post-$6B dilution to prove a point: TA and Charting alone,…

@cafeaulaitfr Yeah I was warning people back at $140-$200 range on $CRCL that there was a massive share unlock. But a lot of the TA drawers back the…

@Agrippa_Inv Nobody said $IREN was selling $6B in one day? This whole post was about TA drawers as a standalone without including any thoughts about…

@R1chardMaur1ce $HIMS got sued to oblivion by $NVO and the US GOV. Compound weight loss drugs was their primary avenue for revenue growth and potent…

@MirageWL8 The fact so many people on X believe you can trade on TA alone without looking at stock fundamentals, macro, or catalysts is the reason why…

@Agrippa_Inv The $6B dilution is absolutely immense long term selling pressure for $IREN. A lot of people understate how egregious that ATM actually…

@themomentumplay Because it’s genuinely harmful to newcomers when they see someone TA $BULL XYZ breakout to $200 when it was trading at a $50B MC. W…

@InitialY23 TA is a helpful indicator. The whole point of the post was that chart posters who rely on it **alone** without considering anything else…

@17Reazy Yep, this is how you should use TA. I use it too. Just saying the people following and drawing those 400%+ random breakout patterns witho…

The "InP Chokepoint": The Bottleneck of the AI Buildout explanation: The future of $NVDA Blackwell, $META MTAI, $GOOGL TPU, and $MSFT Maia ramp is ti…

@VulcanMK5 Yep, $LITE and $COHR are amazing and are up quite a bit since they tons pricing power. Go few levels deeper into $AXTI (vertically inte…

@trusited Grok is likely conflating wafer fab with InP substrate manufacturing. $AVGO's penn fab still requires InP substrates from Sumitomo, $AXTI, o…

@NowAwake_7 @VulcanMK5 Last time I took a look, IQE was going through asset sales? Seemed like a distressed company rather than “cheap”. You can tel…

@Qreiseck I will donate to a charity if your choice if you can point out where you realized a $700m microcap company like $AXTI was the bottleneck for…

@crux_capital_ Thanks, love your posts on $LITE, $POET $AAOI $COHR, $MRVL, and other photonic players too

@SwanShapedBird There is a lot risk with $AXTI for sure. That’s why it’s valued like a penny stock at $700m and not $30B+ like $SMTOY despite being bo…

@Mexicancik1 So I’m not advocating for buying $AXTI since there’s significant risks with China supply chains but just clearing up misconceptions. If …

@dr_lmfao_ Yeah absolutely, I’m working on a model to normalize ownership of indium phosphide for just laser grade feedstock from private vertically i…

$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry. Ouch to Poet, down -46%, this is why I don’t like c…

@FlachtFunds Oh $SIVE is definitely fine, since they're vastly diversified. They likely basically serve everyone: -> $AAPL Silicon Photonics -> $JBL…

@BrokeBoyCap Oh, I'm guessing $MRVL is vertically integrating the packaging process after buying the lasers from someone like $SIVE or $LITE. That's…

@Jackylee811574 $MRVL will likely do that interposer packaging IP in-house. I did expect them to design out $POET down the road, just not this early. …

@satyadeva97 @PhotonCap For $POET, not an overreaction. Poet was largely single source customer concentration risk, although they started getting othe…

@AD14977 I've always said $POET is the most likely to get designed out down the road. They just buy lasers and package them... and $MRVL can just go …

@CryptoZ4 You do realized I posted that at ~$5 when the marketcap was like ~$600m off $420m cash. https://t.co/bQl5AbpzG7

@O_bhaina $MRVL benefits long term by vertically integrating the packaging process. They will likely just make a deal and buy lasers directly from $S…

Most people on X make the mistake of getting married to a stock. If your thesis materially changes with $HIMS or $IREN, so should your position. I…

@fedex774 Yes it’s the same with other stocks like $BMNR. If the goal investors supported was to acquire 5% of $ETH supply and compound return throug…

@Sandeman52 I was long $IREN last year, but the thesis has materially changed. Again I have zero economic interest in $IREN now but I do look out for…

@Brian_S1_1991 First major $IREN buys were in the high $20’s low 30’s. Then exited on the way up. It was very promising, asset light company last ye…

@daniel_koss Agreed, if your name is not $GOOGL or $TSM where you can just sit back 4 years and know it will likely do well. It’s important to monito…

@blackwalletfr There’s a difference between the company $IREN doing well and your shares in the company appreciating in value. I care about how my sh…

@MontSalvatUSA @daniel_koss I’ll make a follow up post on this, stuff like $INTC, $COHR, $RDDT, $IBIT, and $RKLB are not going away anytime soon.

@eclement04 No I’m long on memory and volatility increases. Q2 NAND prices were doubled by Samsung and likely SK Hynix, around 4-10 times more than an…

$SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuanc…

@Raccoononomics That’s fabricated information from short sellers. The CEO bought shares on the open market recently. Having the director of the wire…

@SidkMena It’s not a monopoly. Just technical dominance over ASIC/Merchant CPO route architectures . And wouldn’t be surprised if other pluggable pla…

@AngelSagiri I’ve repeated this for every single stock, but insider selling means literally nothing. A managing director of wireless transferring own…

@Oli10k Short sellers are probably running bot farms since they’re all underwater https://t.co/8LtVFocWGf

@Jornka329996 Why am I getting stupid questions like this. Stocks don’t move in a straight line up every day

@user637826 I’m confident in my $SIVE thesis playing out and am not selling a single share. I tried to tell Swedish locals back at 6 SEK how compell…

@chuge857 Up to Win Semi and other foundries. Win Semi just did a private placement to scale up capacity, pretty confident they can scale up significa…

Did you listen anon? $SIVE is extremely early. And we’re about to see a ton of institutional inflow (Blackrock, Vanguard, MSCI, NASDAQ) next week f…

@Selooo79 3 weeks ago they were trying to bear post about some random Swedish firm selling. Now, Blackrock, Vanguard and others are buying $SIVE next…

@AatAzerti I can’t help you with that, should make your own decision. But just keep in mind, your largest Blackrock/Vanguard instituonal inflow (all…

@notrickflair No, why would there be much of a pullback? (Also don’t own Cerebras) The “hype” over Vanguard and Blackrock buying $SIVE is extremely j…

@yvesai0 Nah, I think $SIVE is still extremely undervalued relatively speaking. Ayar, Lightmatter, Lightelligence, celestial, and others all probably…

@algo_fati microled is way, way too early for anything CPO related, even though i see a lot of media analysts try pushing it.

@algo_fati Sorry I mean by H2 2028 is estimates in terms of when it starts ramping up. The technology is there, just industry adoption is extremely …

If you’re curious about $AXTI: It’s down 21% on the new potential dilution news. Board wanted to add 50M more shares (up to $2B worth to dilute) for…

@LepoulpePoulpo Yeah it’s 31st, and you’ve seen the stock drop since then. Imo markets are just pricing in. Also $LITE is down 7% and algorithmicall…

@Kaizen_Investor Yes if you were $GME, $AMC CEO’s a logical choice might be to dump ATMs on a retail shareholders to benefit the company because they …

@BitcoinAIGuy There’s a difference between raising capital like $100m from Northland. Then getting your equity wiped out by doubling the float with $…

@nasdaq90 $500m relative to $7B for InP fab and assembly expansion for becoming the biggest 1.6T capacity in America for $AAOI. Is materially differe…

@LeaderInvests That’s called being predatory, especially with the share issuance size. I’m dumping every $AXTI position I have if it passes.

@neverlongqcom It’s multifaceted. I personally attribute it more to dilution overhang because nobody wants to be holding the stock if they double the …

过去一个多月我发了很多条关于功率半导体的推文，从新周期判断到800V HVDC的深度长文到成熟制程代工供需分析。当时市场对功率半导体的关注度远没有现在高。 6月2号瑞银发了一份中国功率半导体行业专题，覆盖士兰微、华润微、新洁能、斯达半导。通读下来，核心方向跟我过去几周讲的高度重合，但数据填充比我当…

@Jupiterdc1 趋势已经开始啦

@razor_liu 扬杰在功率二极管和整流桥上的规模优势是实实在在的。主要是4月被纳入欧盟对俄制裁清单，海外增量的天花板被压低了，这个影响会继续发酵

@Hakushu17 不清楚

@xenoxidal1234 Innoscience is the most important GaN player in this cycle that the sell-side isn’t covering.

@binhaochen Wolfspeed是SiC衬底的老牌龙头，刚完成破产重组，荣光已不在。8英寸SiC衬底的份额正在被天岳先进蚕食，天岳全球份额已经到了27.6%，8英寸产品份额超过50%。Wolfspeed的价值更多在于它是全球SiC产业的风向标，毛利还是负的，新厂良率还在爬坡，以前的客户流失…

@qpkscn123 @razor_liu 制裁没有解除呀。只是提议要临时豁免，原因是欧洲车企游说说库存几周就会耗尽，来不及切换供应商。给车企几个月的供应商切换窗口。

GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidia’s NVLin…

@Chi_w_wong $NVDA CPO ecosystem = $MRVL, Lightmatter, Ayar (joined today) $SIVE 100% confirmed laser supplier to Ayar. $SIVE high confidence laser …

@MindQuest42 If $SIVE were trading at $6-8B valuations today, I wouldn't be surprised. That being said, its still on a Swedish exchange, but NASDAQ l…

@OGCapital25 @Chi_w_wong It's expected Celestial and Lightmatter try and multi source. But maybe for gen-1 my guess is a lot sole source / primary s…

@Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ec…

@siflower That's $NVDA directly. I'm talking about the ASIC/merchant NVLink CPO ecosystem partners. Where $SIVE looks like they're the supplier to e…

@Jayden11129225 There's active short sellers probably doubling down on $SIVE. I'd expect them to get wrecked over time. Especially on more announcem…

For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T. They basically supply l…

@HarshaRenga96 I said this before but I have high conviction in $SIVE. I'm confident their UC Berkeley + $LITE executive team knows what IP to acqui…

@IkaKnight_ Markets are kinda realizing US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding. Since you see Sivers in $YS…

@northyvt $AAOI is more pure manufacturing scale and I'm extremely bullish on them. So it's more like Furukawa + Innolight in my view? So extremely …

@cherryPayment Welcome to Silicon Valley, Sweden. It's moreso what you can do with the funding and if you can turn that market investment into $100…

@_juicebox99_ I don't see FOCI becoming a $50B+ company. They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale…

Thinking about buying $CRWV on the $NVDA deal? Here's the way to think about it: A casino gives you more money, so you could take on more debt with …

@owoNine Others like $CIFR, $WULF are colo. They don't buy GPUs. $CRWV, $NBIS, $IREN do. The first two $NVDA funded. The latter one, $MSFT did …

@PhotonCap 저는 $NBIS 가 현재 매우 매력적이라고 생각합니다. $CIFR(네오클라우드가 아닌 코로케이션 부문) 같은 특정 종목들도 마찬가지입니다. 반면 $CRWV 는 그만큼 설득력이 있지는 않네요. 네비우스(Nebius)의 비즈니스 모델은 기본적으로 전년…

@jukan05 🛖🔥🚿💸💾🏦😢

@feanor_legend $CRWV is probably the only $50B+ company I can think of that is likely going to go bankrupt. At least $ORCL has a profitable core busin…

@Veganhippo21 I was buying $CRWV at $34 last year, and I swing traded it at $70 this year. That being said, "u mad" doesn't help Coreweave's issue w…

Based Friday Market Close (-3.6% SPY day), Thoughts and Explanations Strong Buy $IBIT $LTC $WLAC $NBIS $MP $TSM (For Next Year) $ETOR $DKNG $SNAP Bu…

@Solar_Twelve I actually hit the X ticker maximum otherwise I would have talked about more stuff from $AMD to $CRWV. But yeah, Coreweave is at the ce…

@DigestingX For semis like $AMD it’s a buy for 1Y out when the 100B contract with OpenAI starts ramping up. Some other comment mentioned $MU, they’re…

@pepemoonboy Thanks, looks like there was some de-escalation. Excited for $NBIS too next week https://t.co/Vg3ZM4D5eW

@Hoona1203 I ran out of tickers because X post limits, otherwise $RDDT was a buy at $192, $AMD was a buy at $210, $VIRT is a buy at $33 (not so much a…

@mrazqkuki oh god Cathie Wood, get me out of $DKNG

$IREN filed to dilute $6,000,000,000 at a $11.7B MC. That is not noise. This is Iren's way to monetize their 4.5GW capacity by selling all those new…

@maxpoop69 Might be helpful to read the post. Maybe this is why people still think $6B $IREN ATMs are noise and their stock prices are going to go up…

@FransBakker9812 Sorry to break it to you… but made up personal attacks doesn’t make a $6,000,000,000 ATM disappear

@0xInitialAce Cutting at a loss might be better with things like $IREN. So you can chase better opportunities that don’t have capped upside from dilut…

@GMGoz1x Yes, basically it. I’ve been bullish on $IREN last year. But with the $6B ATM I’m extreme bearish due to structural overhang. But if they m…

@DamienWong20 There's something called SBC where $IREN executives can issue more shares to themselves. Take a look at $SNAP, the company awards emplo…

https://t.co/6xoodaH87j

@MingleSach The materials required to scale AI and DCs are fundamentally different from those required to scale humanoid robots. For example tungst…

@qxiAixp Yes, China is dominating US on the component side needed to make humanoids. And US companies are doubling down, by completely relying on Chi…

@Adam_a_Dias You can manufacture the most advanced robot prototypes at $TSLA or Boston Dynamics. But when you try and scale it up, China has control …

@ChunkOfTheStars Tesla does the design. Majority of the actual hardware comes from Chinese companies like Sanhua China has the export control switch …

@PhotonCap Yeah Korean robotics are top-tier but like US, a lot of the component supply still comes from China. The United States should prioritize a…

The US navy to blockade any ships trying to enter or leave the Strait of Hormuz. Not quite sure what the game plan is here? Regardless, I completely…

@pocimont It's nuanced, I do think companies like $INTU are going to get slightly disrupted by Claude and others doing taxes + filing for you. And it'…

@b00gersburner @pocimont I use quickbooks as well, but there's going to be a lot of upcoming startup competitors (and cheaper or even free/open source…

@LawrenceKenshin not early anymore, but definitely not late on $VIRT. Already up 40%+ last 3 months, which would have been 1000%+ returns. probably n…

@jpm7019 Markets are more resilient than people think. Obviously escalation is concerning, but there's too many people short right now (which adds f…

It still baffles me how people are still “Buying the Dip” on $IREN. Amid their $6,000,0000,000 ATM, diluted and sold into the open market. Thinking…

@Belfort_Trading $IREN share price doesn’t matter. What matters is marketcap. The price could be $17 in a few months while MC stays same. TA’s don’…

@VinnyPolansky It does help that tens of $IREN holders create new X accounts just to spam my comments

@CaesarCapitalz If $IREN can monetize their raw assets through capex-light colo or after the dilution is finished. Otherwise, there's no point of "tr…

@thekriskay Good to know about the newsletter. Yeah $NBIS is up 5%+ today while $IREN is still red (possibly because of dilution capping upside).

"Bottleneck within a Bottleneck": Indium Phosphide $AXTI | $SMTOY is a duopoly. They control 60%+ of the world's InP substrates as the bottleneck o…

@gunnaosrs Don’t think hyperscalers understand the danger yet. $COHR is the leading “virtually integrated” American company. But the risk is it’s stil…

@RyanMDorsey23 This is a research note on point failure of the entire AI buildout in $AXTI/China from both substrate production and laser-grade Indium…

@DonkeyCapital69 Uhh, from my own personal research so far, to cover all grounds I’ve liked: 1. $AXTI at the very bottom of the entire supply chain +…

@brandy117 The claims were mindblowing controlling 40% of the world's Indium Phosphide supply chain. Especially when photonic components depend on th…

LOL. I’m honestly laughing there’s new media articles for each one of my X posts. I appreciate any objective coverage though since it helps combat a …

@Suu766 我完全同意！非常感谢任何对我观点的报道。 不过他们给我的头衔有点过誉了，哈哈。

@Suu766 我完全同意！我非常感谢新闻媒体，尤其是当他们能客观地报道我的想法时。 不过，他们给我的那个称号实在有点太过誉了，哈哈！

@MikeBaumgart1 It’s a bit hard for major companies to go about acquiring CHIPS act funded companies like $SIVE on a whim. Or $IQE with gov ties. Lot …

@BlockBeatsAsia Thank you for the coverage! I really appreciate it helping share a lot of my ideas.

$SIVE is the largest beneficiary of brand new events this weekend: 1. Sivers new NASDAQ index inclusion (OMX Stockholm): Both Vanguard and Blackrock…

@thereeldinesh It’s only up ~15%. Google’s viewer somehow adds Friday’s returns.

@ThriveSnap $SIVE is extremely early. Before it was mainly retail. All the institutional capital are about to enter soon, as seen with all the index …

@IkaKnight_ Serenity Knight sounds like a pretty cool name.

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it mi…

@M3Invest You're comparing Sumitomo finished InP substrates vs AXT. $AXTI owns many many material chokepoints upstream required to make the finished…

@Fletche33881557 Nope, $NVDA said $3-4T annual spend. Not value. https://t.co/sKg5gA2RZO

@vas_203 $SIVE (laser), Foci (fau/optical components), Shunsin (packaging/test), MSSCorp (yields) are personally my favorites right now for CPO relate…

$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 Neocl…

@ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180. $AEHR went from $25 -> $110 -> $77 While $IREN went from $45 …

@IggyPacoRico1 I see no reason to long $IREN today when upside is structurally capped with excessive and toxic dilution structures. $AAOI would have …

@pepemoonboy Almost like legalized theft for each of them because the excessive ATMs are disclosed then a certain someone promotes retail to buy into …

@MindQuest42 Sweden is literally like: "it's all over for Sivers" Next day: US government gives $SIVE 6.6M CHIPS ACT award lol.

@Clearingkarma17 $SIVE just got MSCI inclusion and that's another likely tens of millions buying pressure in 2 weeks. Then there's new $6.6M CHIPS AC…

@JonasEmre7 $SIVE short interest is around ~17% of free float apparently from some third party data, which is enormous (probably higher after yesterda…

@ram_blings I personally think $SIVE ends up a $10B+ company in 2027, so 8-10x. $LITE did go from $2.8B to $80B in 2 years, so not really impossibl…

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 labele…

@mur60674 Hey great question! So $SIVE headcount doesn't matter as much when you're doing IP/design. Lot of media misunderstand nuances, when they c…

@mohitjandwani The 2.5% dilution to get listed on NASDAQ is actually extremely bullish with $SIVE, and I see it heading to $3B+ once its trading on US…

@SharkSociety_ Nothings changed with Auros and I find it compelling at current prices. It's just waiting on SK Hynix/Samsung volume ramp sometime H2 f…

$AAOI files for another $250 million USD ATM, upping the amount to $500 million. The positive note is: $AAOI has already finished their first ATM. …

@ethaantran It doesn’t change my bullish thesis around $378/month US supply chain from laser -> design -> assembly being very mispriced at $8B with $A…

@Temptemo95 It’s usually better to just hold stocks long term and forget about it. As you never know if there’s going to be a surprise hyperscaler dea…

@nicomejia_ It happens. My guess is they’re probably selling $250m worth around $100 again like their previous ATM. Short term bearish, long term lik…

专门写给我的中文读者： 绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。 他们的业务涵盖： 谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户） 人形机器人旋转关节减速器 直线执行器 电机/关节，以及…

@solsniper330 绿的谐波（688017）打入了所有主流人形机器人开发商的供应链，所以我非常看好这家公司，哪怕我并没有它的持仓 https://t.co/NgDq3Bm6Ya

@Tang8vrb 抱歉，我会去研究更多大家都能买到的股票！我只是想分享一下我最喜欢的一只。

@dean16889 (disclosure: I don't own shares of Leaderdrive, I'm just publishing my research for free). For LeaderDrive, it's a material percentage of…

iamai兄提到了一个非常好的话题、值得深度探讨下。个人角度粗浅理解，如果AI能大幅度促进货币流通速度，那意味着有一个情景大概率是实现了：就是智能经济体或者机器经济时代真的到来了。 AI对货币流通速度的影响，这里直接指向经济学经典公式MV=PQ（货币数量论）中的 V（货币流通速度）。 1）V = …

@Rickylu88 但就看未来的演化了。现实货币锚定的稳定币，或者新的货币形态都是有可能的。

@tychozzz 我也认为payment用稳定币是一个有很大空间的场景，然后稳定币在替代swift上可能性也很大。circle的那个CPN目的就是搞这个嘛。

@Hamburgerai 你这个对比要看时间维度，十年前支付宝（作为淘系代表）+微信支付大规模普及，相比2014年之前已经把货币流通速度拉到很高。现在抖音跟十年前在本质上并没有质的飞跃但也整体增长也不小。