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yijiashu/serenity-skill

蒸馏白毛股神5000+推文的得到skill

History

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`SKILL.md`

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View on GitHub Add to my skills

Verified commit 90bb8afa8354c4d5e14028fd57fcc108bb1955c1

192GitHub stars

1star in 7 days

1skill in this repository

0commits in 30 days

Heat

1.7

Star growth, last 7 daysNot available
Star growth, last 24 hoursNot available
Rank movement, last 7 daysNot available
Commits, last 30 daysNot available
Accounts asking about it through MCP, last 7 daysNot available
Hot votes this weekNot available

Heat never changes the order by stars, and sponsorship never touches it. How heat works

Stars over time

30-day change not yet available: not enough history.

Individual skills in this repository

serenity-perspective /

How it works

serenity-perspective

When your agent uses it

Serenity（股神）的股票投资思维框架。基于44,514条推文数据的深度分析提炼。来源：Serenity（@stockgodserenity）英文推文数据集核心：机构投资视角 + 产业链分析 + 估值框架特色：深度行业洞察、机构行为解码、长线价值判断触发词：「Serenity」「股神视角」「股票分析」「机构动向」「产业链分析」「价值投资」

What it loads into context

Frontmatter

125 tokens

Always available to the agent

SKILL.md

4,150 tokens

When the skill is activated

Reference documents

2,422 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

回答工作流（Agentic Protocol）
身份卡
心智模型（基于初步分析提炼）
决策启发式（基于推文分析提炼）
表达DNA（基于英文推文分析）
调研来源
诚实边界（重要局限）
🦞 使用说明

Scripts executed separately

scripts/analyze_dataset.py

Files

README.mddoc3,640 bytes
SKILL.mdcore13,929 bytes
references/sources/serenity.csvasset3,557,007 bytes
references/test_cases.mddoc4,282 bytes
scripts/analyze_dataset.pyruns4,375 bytes

No excerpt is shown for this license. Read the source on GitHub.

View the complete source on GitHub

Skills included

serenity-perspective

Repository facts

License: No license detected
Created: Jun 6, 2026
Last pushed: Jun 6, 2026
Forks: 35
Open issues: 1
Project activity: Slowing

Before you install

Network or broad shell

Automated signals, not a guarantee

Checked Nov 7, 2026

Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.

Show 2 notes

references/sources/serenity.csv:1 Analysis incomplete: file exceeds text byte budget
references/sources/serenity.csv:12944 Analysis incomplete: regex work limit reached

No broad tool permissions
No dangerous shell commands
1,948 network referencesin 1 file: references/sources/serenity.csv:9
2 obfuscation signalsin 1 file: references/sources/serenity.csv:11884
No instruction overrides
1 executable scriptin 1 file: scripts/analyze_dataset.py:1
No access to secrets
No requests to vote in Hot

Show all 1,951 signals by file

`references/sources/serenity.csv`

Network accessline 9

JP Morgan went from .4% ownership last month to 5%+ ownership this month…",en,Tweet,288,1662,88,403,475234,2026-06-06 07:59:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twi

Network accessline 22

Or could be totally wrong and they just keep leapfrogging generation by generation + AI pie keeps growing with Jensen's 4T 2030 capex number.",en,Reply,67,216,11,9,62367,2026-06-06 00:30:24,"<a href=""https://mobile.twitter.com"" rel=""nofo

Network accessline 37

Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)",en,Tweet,513,2483,151,365,573051,2026-06-05 23:58:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow

Network accessline 52

Especially $TSM related companies (Xintec looks more compelling than VisEra, at least for this next few months). Foci I've already covered for FAU.",en,Tweet,269,616,36,153,421320,2026-06-05 23:15:06,"<a href=""https://mobile.twitter.com""

Network accessline 55

The founding co-manager of that hedge fund quitting is probably a big sign their firms is going under from $SIVE going up.",en,Reply,9,146,4,5,15251,2026-06-05 22:48:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web Ap

Network accessline 56

'2062908138484109418',@zGwmby At this rate their firm is going under being YTD -31.02% from $SIVE. https://t.co/oqh6g6fWjj,en,Reply,4,140,7,4,24815,2026-06-05 22:43:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 69

And a few others.",en,Reply,451,530,40,30,98289,2026-06-05 22:37:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 72

Second favorite pure play CPO exposure would be FOCI for me.",en,Reply,29,135,3,5,24009,2026-06-05 22:32:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 79

Markets are forward looking ~8M in advance usually.",en,Reply,21,149,6,3,18692,2026-06-05 22:29:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 102

Just a matter of time before volume ramps.",en,Tweet,331,1597,120,279,323050,2026-06-05 22:25:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HKDkXj2bEAABTrc.jpg

Network accessline 107

That Charizard photo was my $GOOGL callout back at $156.",en,Reply,15,182,15,22,30621,2026-06-05 21:30:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 110

Glad people in China find the ideas compelling.",en,Reply,9,243,4,39,38322,2026-06-05 21:25:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 113

It’s also great you’re starting early in your investment journey at such a young age. So you can let it compound over the years.",en,Reply,8,322,1,8,40841,2026-06-05 19:56:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">

Network accessline 118

I’ll gladly accept it. https://t.co/w2a5zAD5f4",en,Tweet,122,2653,96,761,804055,2026-06-05 19:37:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HKDBfaybUAA6W0N

Network accessline 125

$MRVL if you think it hits $1T and follow along Jensen.",en,Reply,154,331,28,9,91800,2026-06-05 17:30:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 132

Just needs time.",en,Reply,42,262,7,16,57634,2026-06-05 17:21:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 135

Then get embarrassed over and over. Idk if they’re going to learn",en,Reply,13,214,4,8,19514,2026-06-05 17:16:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 142

Was actually was backed by revenue growth from AI?",en,Tweet,99,906,47,179,297112,2026-06-05 17:10:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HKCfxZMbIAAt

Network accessline 143

'2062777765699719571',@vvxiaoyu8888 我就是个在网上随便分享点想法的普通人，大家真的太抬举我了哈哈！,zh,Reply,9,646,4,164,97491,2026-06-05 14:05:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 146

Unfortunately I can’t buy the asset in the US… lot of the Chinese humanoid component players are absolutely dominating",en,Reply,52,624,7,8,156546,2026-06-05 13:58:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 159

So LeaderDrive was the robotics player I've identified with the most exposure so far.",en,Reply,85,232,28,23,134526,2026-06-05 11:51:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg

Network accessline 160

'2062729921756278804',@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。,zh,Reply,13,1293,5,197,150303,2026-06-05 10:55:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 161

'2062724802159522032',@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,zh,Reply,45,224,10,33,112054,2026-06-05 10:34:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 190

随着我们向实体人工智能（physical AI）的规模化迈进，我极其看好机器人这个赛道。",zh,Tweet,2936,6495,760,1620,3317379,2026-06-05 10:31:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HKBCo8Na8AARO4Y.jpg,htt

Network accessline 191

'2062698410743148811',@_king142 Both at once,en,Reply,3,110,0,4,27813,2026-06-05 08:49:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 210

Could see unexpected price hikes + margin expansion across the board from $AAOI, $LITE, and others not really modeled in.",en,Tweet,745,2284,174,169,489026,2026-06-05 08:46:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 217

Implications are profound from fields of medicine, math, and basically everything. https://t.co/9tfXq99Pc8",en,Tweet,110,1460,130,215,306888,2026-06-05 08:03:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 226

Was just flat for months. Glad to see it getting more attention. https://t.co/umUxYdXkz7",en,Tweet,303,1699,124,213,713555,2026-06-04 23:08:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,

Network accessline 227

'2062522784811712862',"@ChizaramNelo Not saying it’s anything related to this firm, but just found it peculiar there’s 10 media hit pieces a day and bot farms telling people to sell.",en,Reply,4,143,2,6,15818,2026-06-04 21:12:06,"<a href=""

Network accessline 228

'2062521681902698571',@ProbablyGeorge1 Lack of technical depth. Lot of fund managers I’ve talked to have no clue what they’re doing,en,Reply,16,241,6,9,19044,2026-06-04 21:07:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow

Network accessline 241

Especially if they’re facing infinite losses?",en,Tweet,98,1439,80,167,517002,2026-06-04 21:04:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJ-Lx9aacAAXUOk.j

Network accessline 242

'2062466484702740748',@DrEidolon Hard stuck D2 Yone/Smolder main,en,Reply,6,147,0,21,29123,2026-06-04 17:28:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 253

So this is a nice symbolic message for a return to Nvidia’s roots.",en,Tweet,111,1218,56,130,430653,2026-06-04 17:25:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/m

Network accessline 254

'2062461300907938065',@BlockBeatsAsia Thank you for the coverage! I really appreciate it helping share a lot of my ideas.,en,Reply,0,50,1,3,9655,2026-06-04 17:07:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 257

I’ll just keep doing the same thing I’ve done before. Just a little goal I set to help me keep using X.",en,Reply,0,359,2,18,37707,2026-06-04 16:49:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 262

$MTSI took a stake in IQE so that’s another path. Maybe $GFS or $JBL takes a stake in $SIVE following June’s vote.",en,Reply,10,123,4,6,13438,2026-06-04 16:45:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 265

不过，他们给我的那个称号实在有点太过誉了，哈哈！",zh,Reply,0,80,0,7,8050,2026-06-04 16:41:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 270

Am I that popular now? https://t.co/1fOsuqI9px",en,Tweet,53,1013,31,173,388872,2026-06-04 16:34:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJ9N9jrakAAXSuc

Network accessline 275

More about the number count for me for validation though. https://t.co/cKXxNGXzJ8",en,Reply,36,892,8,53,118879,2026-06-04 16:28:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.

Network accessline 280

Which is why it’s a bottleneck.",en,Reply,14,139,6,5,11957,2026-06-04 16:23:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 289

I’m just trying to combat disinformation by sharing all the nuances.",en,Reply,40,467,23,17,26849,2026-06-04 15:54:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 290

'2062440395192349075',@Jornka329996 Why am I getting stupid questions like this. Stocks don’t move in a straight line up every day,en,Reply,6,382,1,25,34559,2026-06-04 15:44:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"

Network accessline 293

https://t.co/8LtVFocWGf",en,Reply,6,137,4,6,19322,2026-06-04 15:34:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://x.com/aleabitoreddit/status/2061624122560692587?s=46,,

Network accessline 298

CEO of $NVDA and $MU sell shares all the time but nobody bats an eye for a reason",en,Reply,14,218,7,9,31485,2026-06-04 15:30:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 301

And wouldn’t be surprised if other pluggable players created novel 1.6T architectures using $SIVE too.",en,Reply,14,131,3,2,14448,2026-06-04 15:23:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 355

And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.",en,Tweet,707,1828,178,211,679449,2026-06-04 15:15:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 360

Thank you everyone for helping me achieve my goal. https://t.co/XLjy4ZsZyD",en,Tweet,237,6120,157,727,1817345,2026-06-04 12:24:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.

Network accessline 363

Maybe passive optical components supply chains in CPO next.",en,Reply,28,200,16,5,17481,2026-06-04 12:20:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 368

Lot of research reports state very low readiness, but I keep seeing a lot of media hyping this tech.",en,Reply,31,104,2,3,21591,2026-06-04 11:56:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 381

Ai names don’t move in a straight line up,  but is just the beginning of the next Industrial Revolution as we move from  R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.",en,Tweet,640,1847,149,163,374702,

Network accessline 382

but is just the beginning of the next Industrial Revolution as we move from  R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.",en,Tweet,640,1847,149,163,374702,2026-06-04 11:39:54,"<a href=""http://twitte

Network accessline 387

But prices dropping hurts $HOOD / $COIN and the others.",en,Reply,74,281,11,38,137465,2026-06-04 10:12:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 396

Valuations do seem compelling again if you’re swing trading.",en,Tweet,441,1721,113,283,606514,2026-06-04 10:00:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media

Network accessline 403

But the latter much more than Broadcom.",en,Reply,74,318,18,13,87392,2026-06-04 08:52:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 408

So theres upside, just neutral on them. More bullish on mediatek.",en,Reply,17,94,3,3,24241,2026-06-04 08:48:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 409

'2062333495780020566',"@TheRealTP I don't own MediaTek, but I expect them to heavily outperform next two years. https://t.co/TbKNbOZLH2",en,Reply,37,96,5,7,24069,2026-06-04 08:39:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 449

TLDR: Strongly bullish AI demand, especially networking. Stocks don’t move in a straight line up, but demand curves 2026-> 2027 -> 2028.",en,Tweet,786,1914,159,261,521712,2026-06-04 07:56:25,"<a href=""http://twitter.com/download/iphone"" r

Network accessline 454

Not a massive one-day spike, would need to wait maybe a few months for individual companies to get namedropped for that.",en,Reply,10,133,6,6,27261,2026-06-03 22:40:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 459

So even if quantum players get funding, I'm personally not too focused on that area aside from maybe Riber that dip in multiple areas.",en,Reply,17,90,2,5,14635,2026-06-03 22:36:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Tw

Network accessline 466

Which is why they put CPO/Photonics for AI DCs, and niche advanced packaging players on their focus policy.",en,Reply,24,214,7,9,22492,2026-06-03 22:33:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 505

We'll likely see the individual photonics names come out after this release, within 3-15 months (typically in the middle somewhere). Markets are forward looking in general.",en,Tweet,433,1573,130,179,348120,2026-06-03 22:14:28,"<a href=""ht

Network accessline 510

$XFAB is mentioned in some reports. The documents are too long still going through everything now. https://t.co/oFTWd0SXT8",en,Reply,19,214,7,18,31103,2026-06-03 20:53:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 511

'2062149169767395809',"@KayEffGeee $XFAB suddenly rose 7%, I wonder if there was any mention there. I'll go through transcripts now.",en,Reply,4,117,2,10,26262,2026-06-03 20:27:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 522

-> $XFAB leading high-volume scaling of Europe's photonic supply chains as the foundry, with IMEC/CEA-Leti, Ligentec, Smart photonics, PHIX Photonics, Luceda Photonics, and Europe's photonic players under it.   -> Leading customers like $NV

Network accessline 523

-> Leading customers like $NVTS, $POWI, Lite-On -> US from Dpt. of Commerce: ""the only high-volume SiC foundry in the U.S.""",en,Tweet,534,1401,110,154,444192,2026-06-03 19:50:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 524

-> US from Dpt. of Commerce: ""the only high-volume SiC foundry in the U.S.""",en,Tweet,534,1401,110,154,444192,2026-06-03 19:50:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 531

What a fun timeline. https://t.co/sG5xJe9bMY",en,Tweet,48,2330,46,312,371480,2026-06-03 19:00:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJ4l6FFbUAAUw-w.j

Network accessline 532

'2062123017002774840',"@EestiRadar Glad $NBIS turned out well, that drawdown after blowout earnings was pretty brutal.",en,Reply,1,74,0,3,16019,2026-06-03 18:43:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 535

But I expected Marvell to be a compelling idea anyway from their upcoming ASIC/connectivity revenue opportunites.",en,Reply,30,394,11,9,64984,2026-06-03 18:41:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 542

https://t.co/FkGn0XWrdV",en,Reply,26,100,5,7,34806,2026-06-03 18:29:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://x.com/aleabitoreddit/status/1992984440960921604?s=46,,

Network accessline 553

Thesis validated by markets. https://t.co/RGOt3GSNjW",en,Tweet,196,1913,119,193,573204,2026-06-03 18:17:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJ4b7taa

Network accessline 560

Since Sivers is co-developing/qualifying with more pluggable transceiver partners now, just not named from their earnings transcript.",en,Reply,9,253,13,12,30067,2026-06-03 16:17:50,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 563

Where $SIVE looks like they're the supplier to everyone.",en,Reply,12,110,4,3,13090,2026-06-03 16:12:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 570

So if you follow this logic, maybe theres more announcements coming soon with $SIVE in $GOOGL  supply chains next.",en,Reply,51,217,12,11,22320,2026-06-03 16:07:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 575

Nvidia has their own program with $LITE and $COHR.",en,Reply,6,95,3,2,9793,2026-06-03 16:00:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 578

That being said, its still on a Swedish exchange, but NASDAQ listing should close the gap.",en,Reply,26,240,9,10,54028,2026-06-03 15:59:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 589

People were doubting Sivers connections to Nvidia, but Ayar joining is clearest tie of $SIVE to $NVDA.",en,Reply,64,256,16,13,32180,2026-06-03 15:54:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 619

Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.",en,Tweet,446,2084,180,174,592885,2026-06-03 15:50:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twit

Network accessline 628

Can anyone guess the name?",en,Tweet,476,2099,83,348,1052806,2026-06-03 14:51:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 631

I’m just letting my thesis get validated like my $EWY longs which are up 480%.",en,Reply,8,74,1,3,9727,2026-06-03 14:30:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 632

'2062047699730616393',@ConfusedNDazzed There's actually even bigger news for $SIVE today than the EU CHIPS Act policy framework announcements.,en,Reply,15,266,7,8,23488,2026-06-03 13:44:17,"<a href=""https://mobile.twitter.com"" rel=""nofol

Network accessline 637

$SIVE / $XFAB map to policy incentives better, but wouldn't be surprised if larger players were there.",en,Reply,22,144,5,5,33928,2026-06-03 13:42:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 654

More details will be announced today, but this is a structural tailwind to photonics critical to Western and especially EU supply chains.",en,Tweet,345,1617,142,119,317887,2026-06-03 13:37:07,"<a href=""https://mobile.twitter.com"" rel=""no

Network accessline 655

'2062017487378764286',@AyarLabs @nvidia Congrats! Great news for Ayar.,en,Reply,8,255,3,4,24339,2026-06-03 11:44:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 662

And so on… speciality jobs will always be there, but majority of work will be displaced imo.",en,Reply,76,347,12,32,36118,2026-06-03 10:49:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 673

Gg?",en,Tweet,266,1911,78,309,359197,2026-06-03 10:41:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 674

'2061991639858712888',"@lilpeterlynch Yeah round ~40 now? I have near photographic memory when it comes to certain data points or news, so I’m able to track a lot of assets concurrently",en,Reply,0,39,0,3,6121,2026-06-03 10:01:31,"<a href="

Network accessline 677

I’m seeing what happens h2",en,Reply,4,58,0,1,15055,2026-06-03 10:00:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 678

'2061984898836213929',@DanCote303 @GOATTRADER5184 Yep only me and my random thoughts throughout the day,en,Reply,0,72,0,5,5567,2026-06-03 09:34:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 683

But I have high confidence in it for next year.",en,Reply,39,142,8,6,31890,2026-06-03 09:32:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 684

'2061982669316272169',@YCL9331 6x in 2 years,en,Reply,26,88,2,9,20345,2026-06-03 09:25:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 685

'2061981379743879387',@GOATTRADER5184 https://t.co/mhJi5VKPF6,qme,Reply,9,51,1,5,12672,2026-06-03 09:20:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJ2hIiwb

Network accessline 694

Just waiting on Win Semi, Msscorp, and Nextronics to catch up. https://t.co/9Afaux4B2H",en,Tweet,630,1685,105,182,391997,2026-06-03 09:18:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"h

Network accessline 699

I’ll cover it later today!",en,Reply,27,332,15,16,34805,2026-06-03 09:01:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 702

They happen to be owned by TSMC too.",en,Reply,24,54,3,4,14050,2026-06-03 07:57:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 703

'2061960118049411534',"@DeauDeuxsau Just H1 2027 should be glass core substrate volume orders with $LPK, kinda no news aside from waiting on that to happen.",en,Reply,16,76,2,4,16212,2026-06-03 07:56:16,"<a href=""http://twitter.com/downloa

Network accessline 708

But I have pretty high conviction in Foci, MSScorp is a lottery ticket for inspection monopoly.",en,Reply,28,84,0,9,17383,2026-06-03 07:54:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 713

Just waiting on volume orders for these types of players like $LPK, and others. https://t.co/W8k0ce3RSE",en,Tweet,290,1161,72,130,529819,2026-06-03 07:51:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 716

So short term a bit overextended? He did say $1T though so that’s a 4x if you have the patience and believe in Jensenz",en,Reply,18,187,5,14,25860,2026-06-03 05:19:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 721

Marvell up 35% with one remark… https://t.co/Evv6QF8oMO",en,Tweet,244,1987,107,253,689386,2026-06-03 04:54:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJ1kL

Network accessline 728

Is just one step of the way. https://t.co/Hfth69ZnYm",en,Tweet,441,2470,178,279,498786,2026-06-02 22:19:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJ0J03ba

Network accessline 729

'2061807009692102715',"@0xMonney These are just random thoughts I have, don’t feel pressured to take any action.",en,Reply,1,103,0,10,28844,2026-06-02 21:47:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 732

Also quite surprised about $XFAB valuations given they seem to be leading Europe’s photonics supply chain development…",en,Reply,17,162,5,7,34923,2026-06-02 21:46:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 749

Or did markets miss something?",en,Tweet,714,1782,129,240,503135,2026-06-02 21:17:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 752

Yeah I’ve gotten a lot of mean comments even back at 8 SEK but best way to make them look silly is just having success with your thesis.",en,Reply,20,1221,11,60,67372,2026-06-02 19:17:18,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 767

To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.",en,Tweet,520,3697,314,469,937508,2026-06-02 15:55:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 776

Does anyone know the name?",en,Tweet,586,2518,102,269,1213957,2026-06-02 15:00:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 781

As $AVGO, $MRVL, $NVDA or anyone who goes through GFS silicon photonics has $SIVE embedded in the reference as default.",en,Reply,71,326,28,18,81658,2026-06-02 14:23:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 784

Woah that’s structurally massive news with $SIVE and $GFS.",en,Reply,35,659,31,27,45519,2026-06-02 14:08:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 785

'2061672966321234100',@lilpeterlynch I’m sorry I have a life,en,Reply,3,151,0,7,13246,2026-06-02 12:55:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 792

I have positions in Marvell… but how much faith do we have in Jensen for the 5x? https://t.co/II4DTZ5Z9D",en,Tweet,1086,3670,221,274,1940115,2026-06-02 12:50:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 793

'2061630175738282210',@IamRamenPanda @AsiaFinance @GlobalMoney 谢谢！我会将更多名单移交给监管机构，以审查是否存在犯罪行为。,zh,Reply,3,317,4,7,39496,2026-06-02 10:05:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 796

Then use all of those same accounts with AI to post negative comments out of the blue this week.",en,Reply,1,105,1,1,16906,2026-06-02 10:01:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 809

While the regulators investigate, maybe not a good idea follow along false bot farm advice.",en,Tweet,116,1599,94,163,370883,2026-06-02 09:41:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://

Network accessline 812

At some point you’re probably forced to raise. Don’t really see it as a terrible thing, just an observation.",en,Reply,7,133,1,5,28659,2026-06-02 08:03:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 815

$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS",en,Reply,37,128,6,2,33646,2026-06-02 07:56:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twi

Network accessline 824

Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.",en,Tweet,545,2054,133,178,431368,2026-06-02 07:51:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 829

“What about the Water” https://t.co/nlTb37BgE3",en,Tweet,109,1290,44,127,459910,2026-06-02 04:27:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJwUhRvbQAA5Lyw

Network accessline 873

Just needs to get listed on NASDAQ for premiums to bridge that gap.",en,Tweet,480,1257,97,10,403306,2026-06-02 04:01:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 878

Obviously upside is there, technically star coupler / plc  is compelling. But not exactly idea for retail to be buying into debt holder convertibles until they finish restructuring. So just didnt want to mention although its a very interest

Network accessline 883

US production Act likely benefiting companies like Hammond.",en,Reply,13,80,1,6,24125,2026-06-02 01:27:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 884

'2061499296500047996',"@Zeynfnr1 $SIVE is literally Swedish, do you not know countries",en,Reply,1,96,1,7,13883,2026-06-02 01:25:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 897

That revenue ramp inflection point is coming, more of a matter of when, waiting for it, and embracing volatility in the meantime.",en,Tweet,1216,2897,283,346,880244,2026-06-02 01:22:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"

Network accessline 902

just feels bad to get a 3x on a large-cap like $ARM on no leverage.",en,Reply,5,96,0,3,14264,2026-06-02 00:39:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 905

But even with the 17% drop today, still doing pretty well since $44 EUR. https://t.co/QQ8Mc7XvWm",en,Reply,8,55,0,6,13141,2026-06-02 00:37:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.

Network accessline 910

Should have went options, would have been up thousands of percent instead of only 3x. https://t.co/tF335Qp656",en,Tweet,184,1562,62,160,509567,2026-06-02 00:34:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>"

Network accessline 915

$NBIS is the Goldilocks player in neoclouds.",en,Reply,20,176,5,13,28558,2026-06-02 00:11:01,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 916

'2061479663181189201',"Holy sht, plot armor confirmed with $NBIS https://t.co/1QwwKSRxSt",en,Tweet,100,1206,54,93,388967,2026-06-02 00:07:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.t

Network accessline 927

Maybe it's a good idea to just embrace the volatility and let that thesis play out.",en,Tweet,82,658,46,125,271638,2026-06-01 23:30:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.c

Network accessline 932

But with Citron and $AAOI, didnt turn out very well shorting optical companies in supercycles.",en,Reply,16,251,6,5,20156,2026-06-01 23:19:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 937

Unfortunately lot of volatility with the other ones from $LPK, $SOI, $XFAB, and $ALRIB. https://t.co/FysZyHk5OK",en,Tweet,101,688,42,228,275059,2026-06-01 23:13:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 978

to profit off short term sentiment is likely going to see them turn into a long as CPO/Jabil partnerships volume ramp.",en,Tweet,373,1643,137,320,334793,2026-06-01 22:33:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter We

Network accessline 983

Just in case why you’re wondering it’s up 36%. https://t.co/8f4gAhJeTE",en,Tweet,341,1356,78,128,370379,2026-06-01 21:41:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.

Network accessline 986

That doesn’t change what it is, when you’re looking at the $IREN infinite ATM dilution machine.",en,Reply,3,68,0,5,21258,2026-06-01 21:17:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 987

'2061433715063136612',@soulbiri1 Yeah rough December/Jan but I think Weebius learned Rasengan and powered up.,en,Reply,0,34,0,1,7075,2026-06-01 21:04:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 988

'2061432577786052893',@luckybibiw1p I think $NBIS has the power of Plot Armor no Jutsu,en,Reply,4,71,1,3,17670,2026-06-01 21:00:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 995

We’re currently sitting at $60B MC, getting close! https://t.co/e96TirkJT8",en,Tweet,100,840,33,115,734261,2026-06-01 20:33:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twim

Network accessline 996

'2061401720643887163',@TheWizardofYYZ @ethics3606 Nothing. Just sentiment shifts after a good looking guy who runs a hedge fund sold $LITE positions.,en,Reply,3,81,3,6,22085,2026-06-01 18:57:23,"<a href=""http://twitter.com/download/iphone"

Network accessline 1001

And $SIVE total forward revenue pipelines growing 77% in a single quarter, from new pluggable partners from $JBL to unannounced ones.",en,Reply,12,185,4,4,24569,2026-06-01 18:43:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 1006

lol",en,Reply,24,209,3,8,25434,2026-06-01 18:40:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1007

'2061396645401841991',@JunleiLee1986 I personally bought a few optical players on the drop. You should make your own decision with that.,en,Reply,4,114,2,8,17388,2026-06-01 18:37:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofo

Network accessline 1022

Just going long on the Kingmakers in photonics thematically since I’m confident in exponential TAM growth.",en,Tweet,393,1384,89,144,466592,2026-06-01 18:32:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 1025

With future optical volume ramp which increased the company’s entire revenue pipelines by 77% in a few months.",en,Reply,7,74,1,3,8699,2026-06-01 18:15:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 1028

The only difference is it would be 90% institutional owned by now instead of US retail.",en,Reply,6,151,2,4,13744,2026-06-01 18:02:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1033

$SIVE hinted at multiple players since this plural, so there’s likely a few more.",en,Reply,13,124,3,7,13887,2026-06-01 17:59:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1042

My guess is we’ll likely see optical transceiver companies (eg. Innolight), announce they’re using $SIVE lasers soon.",en,Tweet,123,1000,65,117,184813,2026-06-01 17:48:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 1045

I actually tried to help Swedish retail about how special $SIVE was but “tall poppy syndrome” is probably ingrained culturally for most at this point.",en,Reply,6,121,1,13,11091,2026-06-01 16:42:10,"<a href=""http://twitter.com/download/iph

Network accessline 1050

Also not sure who they’re analyzing for, Swedish folks don’t own the company anymore, just a few percent to go.",en,Reply,13,215,6,15,30227,2026-06-01 16:38:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 1079

You’re just witnessing how ownership changes to Western institutions and it’s a good reminder to know what you own so you’re not influenced by Swedish culture.",en,Tweet,96,928,53,135,328595,2026-06-01 16:32:46,"<a href=""http://twitter.com

Network accessline 1084

To allow for growth verticals in power semis to silicon photonics to carry valuations.",en,Reply,7,69,1,4,13444,2026-06-01 15:46:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs

Network accessline 1085

'2061349846616011107',@TerryTa75533184 It’s hard to type on mobile my thumb is cramping https://t.co/BYxDHiHFx8,en,Reply,1,103,1,14,12907,2026-06-01 15:31:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhon

Network accessline 1150

So now is the risk reward seems compelling, we’ll see if this is right or not",en,Tweet,444,962,113,91,353372,2026-06-01 15:27:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1155

Maybe I’m not as good with Taiwanese optical stocks. https://t.co/MbqvMTPiE6",en,Tweet,102,645,29,150,301879,2026-06-01 14:27:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.tw

Network accessline 1156

'2061309601409372503',"@0xInitialAce Honestly, would be fun to write a book about my thought process when I retire!",en,Reply,1,168,1,10,18503,2026-06-01 12:51:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 1157

'2061309020884070646',@babybluecream 제 생각을 한국 커뮤니티에 전할 수 있게 도와주셔서 감사합니다!,ko,Reply,0,66,2,3,17226,2026-06-01 12:49:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1160

我当初入驻 X 的初衷是为了帮助散户，而非机构，并且我将永远坚守这一使命",zh,Reply,8,388,4,30,27524,2026-06-01 12:45:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1163

It’s cool to see this growth starting with my Reddit friends.",en,Reply,0,82,0,2,20133,2026-06-01 12:36:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1172

竟然能坐上头把交椅？ https://t.co/GCrXsI8BeY",zh,Tweet,129,2379,39,585,445228,2026-06-01 12:25:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJs4IMXbUAAauxW.jpg,https:

Network accessline 1173

'2061295492647227867',@Hushmill7 The P in CPO stands for potato,en,Reply,4,142,1,6,32705,2026-06-01 11:55:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1176

Just nothing CPO has scaled up yet.",en,Reply,50,137,4,4,40357,2026-06-01 10:52:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1191

Can anyone guess?",en,Tweet,464,1400,52,462,473793,2026-06-01 09:57:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1196

A lot of the premiums on space sector or quantum though would likely disappear in that event since they don’t have the same revenue figures.",en,Reply,20,138,2,2,31793,2026-06-01 09:14:41,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 1199

You would need to calculate your own fwd P/E ratios with hypergrowth names like $AAOI or $SNDK.",en,Reply,9,160,3,2,33429,2026-06-01 09:12:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1216

Also I don’t know who calculates those forward p/e’s on the screener websites but they’re all extremely off.",en,Tweet,847,1960,153,200,1344813,2026-06-01 09:05:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 1217

'2061246318761386491',@GabrielNeo9 This is red phosphorus for InP substrates,en,Reply,6,29,1,5,6581,2026-06-01 08:39:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1218

'2061246006612934970',@Panda_GPT 順調そうで何より！最初は少し値動きが荒かったけど、今こうして急上昇してくれて嬉しいよ。,ja,Reply,0,34,0,6,5666,2026-06-01 08:38:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1221

ほぼ100%上がってるよ！ https://t.co/J5Db900gl2",ja,Tweet,100,632,24,74,322277,2026-06-01 08:35:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJsDEDJaEAA41i1.jpg

Network accessline 1232

Seems like they have everything going for them?",en,Tweet,196,1027,68,126,342408,2026-06-01 07:50:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJr5Srba8AAYA

Network accessline 1239

What’s your highest conviction ticker that you think can 10x in a short timeframe, and why? https://t.co/Rt21dTMtDK",en,Tweet,2191,2382,195,796,585363,2026-05-31 22:30:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 1240

'2061030685566235030',"@aiizisw77940 @talethdabm89 Nope, it’s still the same with $LPK, just waiting on volume ramp to start.",en,Reply,15,90,1,7,12533,2026-05-31 18:23:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twi

Network accessline 1249

看到大家如何解读我的投资思路，并将其转化为更偏算法化、系统化的逻辑，真的非常有意思。",zh,Tweet,1087,1595,169,184,626868,2026-05-31 11:41:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1256

Given Reuters to Institutions to Countries are reacting to supply chain game theory with Serenity.",en,Tweet,312,1687,70,138,279659,2026-05-31 09:31:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 1264

Replying has the opposite effect and just gives disinformation campaigns engagement. https://t.co/KA4k6KkFMb",en,Tweet,28,679,28,35,301803,2026-05-31 07:54:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 1267

If they operated like $SNAP I’d be more activist.",en,Reply,3,132,2,3,19885,2026-05-31 07:33:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1272

We’ll see if they end up getting prosecuted later for defamation.",en,Reply,7,120,5,6,9939,2026-05-31 07:30:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1273

'2060858244151804191',@florinmunt8927 That’s literally fabricated news by short sellers,en,Reply,4,168,3,9,34624,2026-05-31 06:57:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1276

But I’m extremely, extremely impressed with $SIVE management so far. And I think they’re heading down the right path with NASDAQ dual listing soon.",en,Reply,11,217,3,10,24966,2026-05-31 06:56:41,"<a href=""http://twitter.com/download/iphon

Network accessline 1281

I wouldn’t say the same redomestication is the right path for other primary EU firms like $XFAB or $IQE and would encourage local European growth there given EU supply chains.",en,Reply,6,128,5,9,15264,2026-05-31 06:54:48,"<a href=""http://

Network accessline 1296

I do think management sees a path forward for $SIVE to become the next dominant US photonics giant like $LITE.",en,Tweet,220,1728,103,143,528590,2026-05-31 06:48:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 1299

Reporting quality is better than every mainstream institution I’ve seen so far.",en,Reply,6,79,0,1,9598,2026-05-31 05:55:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1304

Even though it’s not full value chain like $LPK and GCS in specific https://t.co/ixjeKpe3YH",en,Reply,35,107,3,20,24300,2026-05-31 05:44:33,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"ht

Network accessline 1307

https://t.co/eA6XIkqMPz",en,Reply,3,46,1,5,13037,2026-05-31 05:37:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://www.tijd.be/markten-live/homepage/wie-is-serenity-de-supply-chain-detecti

Network accessline 1314

Ty KLismont for the photo. https://t.co/1GdLxJHAsN",en,Tweet,285,1724,78,159,825134,2026-05-31 05:35:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJmQvZzbgA

Network accessline 1319

TSMC (https://t.co/klkdidhdwN / TSM) - $1.95T

Network accessline 1320

Micron (MU) - $1.10T   Delta (https://t.co/QU9iDMM1OA) - $202.28B   Amphenol ( $APH )- $183.00B

Network accessline 1321

Delta (https://t.co/QU9iDMM1OA) - $202.28B

Network accessline 1322

Amphenol ( $APH )- $183.00B   Foxconn (https://t.co/aTlwrBvYTH) - $128.88B   Vertiv Holdings ( $VRT ) - $121.26B

Network accessline 1323

Foxconn (https://t.co/aTlwrBvYTH) - $128.88B

Network accessline 1324

Vertiv Holdings ( $VRT ) - $121.26B   Luxshare (https://t.co/HXnZe7hGCv) - $78.99B   STMicroelectronics ( $STM )- $61.60B

Network accessline 1325

Luxshare (https://t.co/HXnZe7hGCv) - $78.99B

Network accessline 1326

STMicroelectronics ( $STM )- $61.60B   Unimicron (https://t.co/hpt0Ophv4o) - $52.90B   Asia Vital (https://t.co/RvcM9ecvSB) - $33.27B

Network accessline 1327

Unimicron (https://t.co/hpt0Ophv4o) - $52.90B

Network accessline 1328

Asia Vital (https://t.co/RvcM9ecvSB) - $33.27B

Network accessline 1329

Lite-On (https://t.co/m9p28o5iLO) - $16.97B

Network accessline 1330

King Slide Works (https://t.co/KiNhmXtumB) - $15.35B

Network accessline 1331

BizLink Holding (https://t.co/yNk855AwXy) - $12.95B

Network accessline 1332

Megmeet Electrical (https://t.co/YdTe5Lhinp) - $10.78B

Network accessline 1333

Innoscience (https://t.co/1unM4FPf65) - $8.30B

Network accessline 1334

Chenbro Micom (https://t.co/8RU12cTJDW) - $5.44B   JPC (https://t.co/6EU7QhvSnh) - $1.15B   WUS Printed Circuit (https://t.co/52yoDEJ8Wh) - $972M",en,Tweet,1252,1343,129,131,280297,2026-05-31 05:19:37,"<a href=""http://twitter.com/download/

Network accessline 1335

JPC (https://t.co/6EU7QhvSnh) - $1.15B   WUS Printed Circuit (https://t.co/52yoDEJ8Wh) - $972M",en,Tweet,1252,1343,129,131,280297,2026-05-31 05:19:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 1336

WUS Printed Circuit (https://t.co/52yoDEJ8Wh) - $972M",en,Tweet,1252,1343,129,131,280297,2026-05-31 05:19:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,"http://2330.TW,http://2308.TW",photo,htt

Network accessline 1337

'2060807341554241594',@Projekt_Power It seems to be triggering a gamma/short squeeze by accident… hard to predict when the stupid frenzy stops though https://t.co/uFKqbi440X,en,Reply,13,145,1,25,33439,2026-05-31 03:35:32,"<a href=""http://t

Network accessline 1344

I guess this just goes to show how much retail demand there is for SpaceX’s IPO. https://t.co/AzcpV5fZ3P",en,Tweet,457,1572,52,206,385966,2026-05-31 03:31:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhon

Network accessline 1351

You would think a $3T company would know better UI design by now? https://t.co/OvysxCN21i",en,Tweet,181,1645,67,241,316221,2026-05-31 00:09:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,

Network accessline 1354

En Tijuana, porque yo jugué en un equipo mexicano.",es,Reply,3,52,0,8,11550,2026-05-30 22:21:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1357

Pero, puedo hablar “donde esta la bibloteca”",es,Reply,2,90,0,10,14431,2026-05-30 22:15:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1366

Lo siento, mi español es malo https://t.co/qjckIzoVz6",es,Tweet,46,1398,24,351,228973,2026-05-30 22:04:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJkpm65bU

Network accessline 1369

Foxconn as a whole is way too big. You’re comparing a $123B company to a $2B company, then seeing which doubles faster",en,Reply,8,117,1,15,30786,2026-05-30 19:45:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 1382

This is called frontrunning the next supercycle.",en,Tweet,649,1340,90,128,319177,2026-05-30 19:31:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJkGnOvbgAA8l

Network accessline 1397

I think the recent popularity is just from starting a completely new trend.",en,Reply,5,133,0,17,14965,2026-05-30 16:04:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1400

They deserve a lot of praise for objective commentary.",en,Reply,6,173,0,11,23218,2026-05-30 15:58:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1425

Thanks everyone for the support!",en,Tweet,70,2538,46,272,418373,2026-05-30 15:46:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJjTBXxa8AAYQ8I.jpg

Network accessline 1426

'2060620385230762038',"@softmaxedx Yeah, the 0-10 ghost/TP nunu mains have been calling Jabil/Ayar/Apple/Celestial laser supplier a memestock since 1000% ago.",en,Reply,4,107,1,6,18790,2026-05-30 15:12:38,"<a href=""http://twitter.com/downl

Network accessline 1451

But I’m expecting US institutions to find a way to shake out US retail like they did with $NBIS or $RKLB before the next supercycle.",en,Tweet,326,1353,77,339,280396,2026-05-30 14:52:25,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 1456

Especially as win just did a private placement to expand operational scale.",en,Reply,7,83,2,3,9243,2026-05-30 14:32:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1457

'2060605820333850966',"@OGCapital25 That’s breakeven thresholds, not quarterly revenue guidance.",en,Reply,1,71,1,4,7566,2026-05-30 14:14:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1462

And I’d expect a lot of revenue projection hikes next quarter.",en,Reply,11,92,3,2,14354,2026-05-30 14:11:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1465

You’d be surprised, there’s a lot of undervalued companies in the els/engine + pluggable stack, including private companies.",en,Reply,9,90,3,1,8703,2026-05-30 14:08:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 1472

Actual revenue numbers would likely go way behind that.",en,Reply,4,114,4,2,14580,2026-05-30 14:06:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1473

'2060599005172924420',"@onlyonexhj $JBL acquired part of $INTC optical transceiver division, which is how they’re able to do what they’re doing with $SIVE.",en,Reply,5,110,4,1,14255,2026-05-30 13:47:41,"<a href=""http://twitter.com/download

Network accessline 1518

As CPO scales up h2 2027 onwards, I’m expecting the revenue numbers to look like an exponential curve.",en,Tweet,339,1229,92,153,289528,2026-05-30 13:43:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone<

Network accessline 1523

Meanwhile all the AI names from $SNDK to $AAOI are casually up 200-1000%.",en,Tweet,202,1846,42,178,343822,2026-05-30 12:24:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1524

'2060559847847014527',@lijnwi258353351 Found the short seller https://t.co/SofD9iiWDW,en,Reply,2,235,0,8,29058,2026-05-30 11:12:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.

Network accessline 1528

$SIVE - $30B MC Foci - $15B MC Shunsin - $10B MC",en,Reply,1037,1319,133,101,430004,2026-05-30 09:52:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1529

Foci - $15B MC Shunsin - $10B MC",en,Reply,1037,1319,133,101,430004,2026-05-30 09:52:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,, '2060537006456008754',"@MrAnderson800 Trust me I am enjoyin

Network accessline 1530

Shunsin - $10B MC",en,Reply,1037,1319,133,101,430004,2026-05-30 09:52:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1531

'2060537006456008754',"@MrAnderson800 Trust me I am enjoying myself, this is just a shower thought https://t.co/Z1DFAw9vC8",en,Reply,3,260,0,25,25431,2026-05-30 09:41:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 1563

And it’s such a low price/book ratio so you’re kinda getting the company upside for free, while US Gov/EU Gov subsidize their capex.",en,Tweet,2754,2910,316,255,944912,2026-05-30 09:39:24,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 1570

If you feel like you’re late, there’s a lot of implications to Dell’s upstream suppliers that markets might not have priced in yet.",en,Tweet,695,2776,181,367,721999,2026-05-29 21:57:15,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 1575

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。",zh,Tweet,417,965,74,127,466131,2026-05-29 19:22:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1580

And that’s on top of exponentially growing revenue pipelines… at the very beginning of the CPO supercycle.",en,Reply,22,260,14,18,35281,2026-05-29 16:37:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone<

Network accessline 1585

And this type of answer around demand just derisks Sivers a ton.",en,Reply,13,301,5,10,45777,2026-05-29 16:23:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1596

My high conviction CPO/photonics long is $SIVE for a reason.",en,Tweet,392,2381,196,239,717259,2026-05-29 16:13:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/

Network accessline 1605

It’s probably going to look exponential from here on out. https://t.co/81pYk3Y36V",en,Tweet,183,1614,109,130,474859,2026-05-29 15:54:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https:/

Network accessline 1608

One of those days",en,Reply,6,116,2,6,23290,2026-05-29 15:45:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1621

This was just the inflection point I called out.",en,Reply,22,266,24,8,33858,2026-05-29 15:42:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1626

Absurd forward growth indications coming from $SIVE.",en,Reply,7,144,6,7,13069,2026-05-29 15:35:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1631

Great thesis validation so far.",en,Reply,3,131,2,8,13979,2026-05-29 15:31:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1634

I’d expect that number to just keep on compounding exponentially as we approach H2 2027, which is the true inflection of scale up CPO.",en,Reply,16,134,10,7,41113,2026-05-29 15:29:43,"<a href=""http://twitter.com/download/iphone"" rel=""nof

Network accessline 1639

Extremely positive in regards to $SIVE thesis validation so far.",en,Reply,6,145,5,7,14173,2026-05-29 15:27:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1646

And that should compound a lot further as other volume ramps start",en,Reply,9,206,6,7,16509,2026-05-29 15:19:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1661

Overall, very positive.",en,Tweet,171,1633,112,161,605745,2026-05-29 15:15:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJeCd2IaQAAp2so.jpg

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不过… 我还是非常感谢大家温暖的支持！",zh,Tweet,104,1477,37,443,496784,2026-05-29 12:07:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1677

'2060076023816053032',@Wutarded I kinda gave up after blocking 90 of them under 1 post. Hope X does something,en,Reply,0,97,0,12,12118,2026-05-29 03:09:33,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 1684

Not exactly parabolic, but looks like a compelling compounder. https://t.co/bNGwjqfZ4M",en,Tweet,156,564,40,230,382184,2026-05-29 03:06:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,http

Network accessline 1699

Probably my favorite US-based photonics long stock now that I own.",en,Tweet,802,1970,180,229,661179,2026-05-29 02:40:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com

Network accessline 1704

Thats what happens when IV increases and underlying memory assets in SK Hynix / Samsung also appreciate. https://t.co/XdE21DOyoz",en,Tweet,147,923,54,182,346621,2026-05-29 02:09:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 1707

Very interesting to see https://t.co/CUehLRtPkU",en,Reply,1,50,2,6,6691,2026-05-29 01:45:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJbJGVuagAAGcCA.jpg

Network accessline 1708

'2060053746412060945',"@MatteoDeDycker $600m ATM, still long term bullish on $AAOI",en,Reply,15,138,4,9,25700,2026-05-29 01:41:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1711

It’s weird Europeans keep shorting their own frontier companies, rather than just letting it grow.",en,Reply,5,107,0,15,11274,2026-05-29 01:13:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1722

$SOI is now up 342% since by the way.",en,Tweet,63,713,29,266,293386,2026-05-29 01:09:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJbAsjNaMAAfZxa.jpg,https

Network accessline 1727

So China is a large beneficiary of the photonics upside, and will likely do well now over in Shenzhen’s stock exchange.",en,Reply,24,97,4,18,24120,2026-05-28 23:58:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 1738

Especially when they’re necessary to US hyperscaler supply chains.",en,Tweet,81,1255,49,363,264814,2026-05-28 23:34:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1739

'2060016378258813236',@Sigurd_Drivenes This type of narrative-add BS reporting is partly why trust in institutions/media has been crashing in the US and around the world. https://t.co/jPnwJfKfCn,en,Reply,1,89,0,7,11111,2026-05-28 23:12:32,"

Network accessline 1758

Amount of media slander from $SOI to $SIVE has been pretty incredible.",en,Tweet,70,733,37,380,515608,2026-05-28 23:00:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.co

Network accessline 1761

Lot of money is at stake I guess, especially before Nasdaq/MSCI structural inflow next week.",en,Reply,10,214,4,10,21895,2026-05-28 22:44:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1764

They’re extremely dominant, and are a critical part of current supply chains from SpaceX to $AVGO.",en,Reply,5,156,6,10,26409,2026-05-28 22:25:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1831

> any new customers signaled for CPO/Pluggables",en,Tweet,926,2424,225,304,536528,2026-05-28 22:15:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJaY5p4bkAAY7

Network accessline 1838

Anyway just here to help out individuals, I just threat that as noise along the way.",en,Reply,7,181,2,19,9754,2026-05-28 21:38:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1839

'2059991612126843047',"@cchronobreakk I have something planned for $HOOD retail users and international equities like $SIVE, don’t worry.",en,Reply,7,172,1,12,24302,2026-05-28 21:34:07,"<a href=""http://twitter.com/download/iphone"" rel=""n

Network accessline 1856

And encouraging positive sum growth by focusing on substance.",en,Tweet,84,2390,47,321,408106,2026-05-28 21:26:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/H

Network accessline 1875

But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.",en,Tweet,746,1720,146,274,343735,2026-05-28 20:53:24,"<a href=""http://twitter.com/download/i

Network accessline 1880

I don’t control or trade volatility with $XFAB, but interested in being a part of their long term growth vectors with power semis/photonics.",en,Reply,27,155,4,8,16727,2026-05-28 20:38:35,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 1885

Regardless of unintended volatility, my goal is to secure critical nodes critical to the US supply chains like $XFAB.",en,Reply,7,85,0,6,13422,2026-05-28 20:35:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 1912

Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.",en,Tweet,381,1186,112,218,273201,2026-05-28 20:26:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 1913

'2059967703599976765',@mazo7846 This is a pretty stupid way to dismiss the core idea of every long I hold.,en,Reply,0,85,0,5,6245,2026-05-28 19:59:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 1914

'2059966004588085321',"@x4tsr Yeah, well deserved victory lap that it’s now up hundreds of percent since European media kept shtting on my $SOI idea.",en,Reply,0,61,0,6,6670,2026-05-28 19:52:22,"<a href=""http://twitter.com/download/iphone"

Network accessline 1927

not past earnings, unlike what some Europeans might only care about.",en,Tweet,77,719,35,139,262756,2026-05-28 19:49:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/m

Network accessline 1934

所以只要是想了解我思考逻辑的朋友，我都会尽量去关注",zh,Tweet,486,1264,86,149,368566,2026-05-28 19:13:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 1937

$JBL already announced timelines for mass production on their 1.6T LRO using $SIVE so that’s material revenue coming in within 3-10m.",en,Reply,16,154,7,7,17997,2026-05-28 18:20:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 1950

This is just rack scale commercialization potential right now from $SIVE / Ayar / Wiwynn, which won’t show up in revenue financials yet.",en,Tweet,174,1118,84,96,350209,2026-05-28 18:07:42,"<a href=""http://twitter.com/download/iphone"" rel

Network accessline 1961

I spend a lot of time looking at regulatory filings to find compelling things market missed you know…",en,Tweet,220,1047,54,174,482992,2026-05-28 12:04:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 1962

'2059835958409957568',@EliPInvests No? I’m not sure why people keep parroting this narrative spread by AI bot farms.,en,Reply,6,119,1,6,19704,2026-05-28 11:15:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 1967

https://t.co/zc18YS8EwJ",en,Reply,48,215,13,7,36504,2026-05-28 11:13:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://x.com/aleabitoreddit/status/2056691097594925522?s=46,,

Network accessline 1972

Right now it’s looking at all the hyperscaler supply chains they’re qualified into, and a venture style thesis on how they can capture more market share of overall CPO supercycle.",en,Reply,32,187,9,8,23879,2026-05-28 11:10:53,"<a href=""ht

Network accessline 1997

So Celestial forward growth is a volume ramp indicator for Sivers lasers.",en,Tweet,326,1465,100,162,405818,2026-05-28 10:52:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.tw

Network accessline 2006

也许我会为了好玩，开始写写对两支中国股票的看法，哪怕我并没有持仓。",zh,Tweet,404,2714,95,892,635540,2026-05-28 09:13:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2013

Weebius has plot armor. https://t.co/JYZvf3GJND",en,Tweet,338,2187,72,536,415902,2026-05-28 08:01:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJXVjQQbIAACk

Network accessline 2014

'2059676963628061073',@offermemoneyXYZ This is the first time I’ve seen the EU/US governments go funding multiple media-labeled “meme stocks” with CHIPS act semiconductor sovereignty bills.,en,Reply,9,200,3,17,25071,2026-05-28 00:43:49,"<a

Network accessline 2035

Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.",en,Tweet,281,1148,55,529,285957,2026-05-28 00:35:33,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 2044

Sivers also signaled M&A which expands TAM a ton downstream",en,Reply,28,214,10,13,24453,2026-05-27 23:07:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2047

They sound the same but all different companies https://t.co/k9KntESjeD",en,Reply,9,116,3,8,12821,2026-05-27 23:04:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/med

Network accessline 2054

Not sure if it’s short selling or trying to accumulate the float.",en,Reply,10,126,4,8,14798,2026-05-27 22:52:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2063

All the modeling with AXT was with former contracts made, not after $SNDK style ASP hikes.",en,Reply,12,109,4,6,21142,2026-05-27 22:48:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https

Network accessline 2066

With silicon photonics upside optionality depending on how $NVDA / $NOK evaluations go",en,Reply,9,111,2,6,19365,2026-05-27 22:45:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2085

Either way all of those are now up hundreds to thousands of percent.",en,Tweet,205,1184,70,212,523407,2026-05-27 22:41:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.co

Network accessline 2090

Not everyone shares the same conviction though.",en,Reply,30,395,16,23,141028,2026-05-27 22:01:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2095

From a fundamentals standpoint I think they’re entirely justified.",en,Reply,41,226,11,9,76010,2026-05-27 21:58:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2113

I’ve been personally adding to positions since I have high conviction in the photonics theme (CPO especially) given TAM expansion overall next 2 years.",en,Tweet,1193,2809,222,357,609117,2026-05-27 21:53:45,"<a href=""http://twitter.com/dow

Network accessline 2118

So stuck in a catch22 lot of times where I get a lot of false stuff published about me.",en,Reply,3,106,0,9,10653,2026-05-27 21:23:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2123

I don’t really like citing authority, but just from my experience I see a lot of bs on the timeline too from folks that don’t know what they’re talking about.",en,Reply,7,132,3,3,11958,2026-05-27 21:17:38,"<a href=""http://twitter.com/downl

Network accessline 2130

Which is why I personally think it’s more impactful over massive charities in general like American Red Cross, etc. where nobody knows where the funding goes.",en,Reply,4,158,0,14,9734,2026-05-27 21:09:32,"<a href=""http://twitter.com/downl

Network accessline 2139

And of course help dog shelters on the side.",en,Reply,11,228,4,16,14632,2026-05-27 20:57:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2148

A lot of the bottleneck names like $AXTI it’s impossible to model $SNDK style ASP so it’s more of an estimate on how much they can hike + how important they are.",en,Reply,60,206,5,10,34686,2026-05-27 20:45:36,"<a href=""http://twitter.com/

Network accessline 2161

I think it’s about time retail has a level playing field?",en,Tweet,524,6003,149,494,813943,2026-05-27 20:02:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2162

'2059598728634503380',@COSmonautBE Appreciate Reuters giving objective commentary and not adding in random information,en,Reply,2,81,0,6,12525,2026-05-27 19:32:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 2165

I think it’s very compelling.",en,Reply,12,209,6,7,49124,2026-05-27 17:11:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2170

Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql",en,Tweet,223,860,64,126,479119,2026-05-27 17:05:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 2173

Lots of other opportunities in the market too.",en,Reply,3,109,0,14,24016,2026-05-27 16:46:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2174

'2059545235588604202',@afgmantu Of course? Monopolies like $SOI don’t just disappear after they go up a few hundred percent https://t.co/dwxWwiKgXA,en,Reply,11,106,3,4,44257,2026-05-27 16:00:23,"<a href=""http://twitter.com/download/iphone"

Network accessline 2177

Was familiar with a lot of the private photonics companies working with $XFAB so liked it a bit more.",en,Reply,10,84,2,5,33816,2026-05-27 15:53:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2182

Regardless I like the idea of supporting and securing Western supply chains for AI.",en,Reply,28,150,3,3,53822,2026-05-27 15:35:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs

Network accessline 2220

Thought it personally seemed compelling.",en,Tweet,1679,2310,207,296,1545599,2026-05-27 15:29:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJTyShsaIAAVY0x.j

Network accessline 2225

Think those shorts turning into a long are just a cherry on top along the way.",en,Reply,14,170,3,3,20693,2026-05-27 14:59:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2226

'2059527818502086782',@CryptoHafuya I appreciate the $1,en,Reply,0,152,1,9,15639,2026-05-27 14:51:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2233

Hope they get blown apart on their short positions now. https://t.co/U3Euy391l8",en,Tweet,104,1694,74,161,241962,2026-05-27 14:48:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pb

Network accessline 2234

'2059519627550752787',@MoeHH21 lol short sellers are deploying AI to spread disinformation now https://t.co/0fgqsR1ss2,en,Reply,4,218,6,15,15206,2026-05-27 14:18:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 2235

'2059515364384665765',"@robinLongsAI Thanks! Of course, I’m here to only help out retail investors,",en,Reply,1,120,0,8,10447,2026-05-27 14:01:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2236

'2059486694240657900',@India2Bharatt I’ll try and make the $1 worth it,en,Reply,5,280,0,20,42530,2026-05-27 12:07:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2241

And especially if they end up directionally right + help others build their own conviction. https://t.co/DeEnV6SAkq",en,Tweet,69,2136,34,184,655957,2026-05-27 11:38:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 2248

That also received US CHIPS act funding and is critical to Western supply chains. https://t.co/Ijhnp3wIoq",en,Tweet,153,1145,68,110,261976,2026-05-27 11:24:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 2249

'2059467052579197306',"@theincomewheel It’s not, but congrats to $POWI investors lol https://t.co/717CwGRGvf",en,Reply,31,201,1,23,68649,2026-05-27 10:49:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 2256

Can anyone guess?",en,Tweet,779,1201,42,580,922816,2026-05-27 10:24:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2257

'2059436642532991450',These titles keep getting more and more ridiculous lol https://t.co/f8t0ApHJPu,en,Tweet,74,1581,32,202,207283,2026-05-27 08:48:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 2262

This stock probably made a lot of millionaires going from $80 to $887. https://t.co/5VFdvcuu2c",en,Tweet,230,2141,101,188,715027,2026-05-27 01:09:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 2263

'2059308368846880909',@blackwalletfr Goated image,en,Reply,0,66,0,5,17420,2026-05-27 00:19:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2270

Only 12k more to go. https://t.co/J8DNEbYXpl",en,Tweet,143,2036,41,180,279493,2026-05-27 00:10:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJQgCApagAAlhfc.

Network accessline 2271

'2059292099728859430',YTD: 4502.45%. https://t.co/rF2ACQDu8w,und,Tweet,271,4506,88,404,859085,2026-05-26 23:14:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/H

Network accessline 2278

But 3x regardless not too shabby. https://t.co/ksB8ZrnnEg",en,Tweet,125,690,42,77,373874,2026-05-26 22:28:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJQIxG

Network accessline 2281

Is honestly fun to watch in the charts. https://t.co/zNfWatAm4S",en,Tweet,90,1324,60,170,369106,2026-05-26 22:20:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media

Network accessline 2282

'2059275827024728219',@beroccan I didn’t have $WOLF unfortunately. I thought financials were toxic when I first look at them at $15,en,Reply,5,69,1,6,27390,2026-05-26 22:09:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 2287

Doing more research now! https://t.co/Su65NuYjLW",en,Tweet,242,1166,50,178,436178,2026-05-26 22:08:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HJQEL7WbwAAQy

Network accessline 2292

Aside from that only thing is future volume ramp/m&amp;a downstream/nasdaq in the transcript.",en,Reply,24,204,4,4,27135,2026-05-26 20:12:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2297

So having both helps $SIVE bridge the valuation gap faster.",en,Reply,17,125,8,5,33740,2026-05-26 20:00:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2317

And most returns are typically made before, not after official confirmation is just a rule of thumb.",en,Tweet,517,1720,134,278,902481,2026-05-26 19:57:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 2318

'2059235935334900141',@ideos2652922 北海道の同じような場所だけど、ホテルが違うだけだよ! https://t.co/k2i7w4syGM,ja,Reply,26,109,0,6,18125,2026-05-26 19:31:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://p

Network accessline 2323

結論として、温泉と大トロは10点満点中10点だね。 https://t.co/eSce82erlP",ja,Tweet,554,2372,54,190,593959,2026-05-26 18:03:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJPMEjtbUAE

Network accessline 2326

Since we already kinda estimated operating profit projections.",en,Reply,2,80,2,4,14319,2026-05-26 14:38:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2333

During that time, all your influencers kept bear posting “Oil + LNG” fears as well as “Kospi bubble” chants.",en,Tweet,160,928,44,93,389775,2026-05-26 14:29:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 2344

5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.",en,Tweet,1220,1372,87,101,316392,2026-05-26 09:11:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https:

Network accessline 2351

不过，很高兴看到我关于 $SOI 或 $AAOI 的许多观点，能帮助大家建立起属于自己的投资信念与逻辑。",zh,Tweet,717,1566,84,136,712472,2026-05-26 08:47:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2354

$SIVE is still sub $2.7B MC.",en,Reply,17,219,8,7,38432,2026-05-26 08:28:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2355

'2059060108295082033',@chandra2685 My conclusion is Japan has good onsens and shrimp/otoro https://t.co/dCRzTHA8fH,en,Reply,6,155,0,11,12451,2026-05-26 07:52:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 2360

On earnings, only thing markets care about is mass production/M&A/nasdaq hints, which is just confirmation of what X has mapped out.",en,Reply,37,199,10,7,39374,2026-05-26 07:47:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 2377

Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.",en,Tweet,274,1042,71,88,354070,2026-05-26 07:42:51,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 2386

It’s funny to see their confidence scaling proportionally to what liquidity institutions need.",en,Tweet,51,608,14,99,155991,2026-05-26 07:17:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2389

If he says he’s building the Death Star, I will consider full porting to support that mission.",en,Reply,6,311,4,21,27158,2026-05-26 01:56:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2396

$TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8",en,Tweet,831,2504,162,307,338619,2026-05-26 01:49:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJLt

Network accessline 2403

https://t.co/B8HTrCeuYF",en,Reply,17,93,1,5,21498,2026-05-26 00:14:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,https://x.com/aleabitoreddit/status/2053232613561909746?s=20,,

Network accessline 2404

'2058944319248380287',@EndratoxHatesW Really doubt anyone is quitting $RDDT to join FB's Forums.,en,Reply,8,124,2,12,18879,2026-05-26 00:12:33,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2415

Retail finally learned not to trust them with anymore with names like $SIVE?",en,Tweet,231,902,59,131,358039,2026-05-26 00:08:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/me

Network accessline 2418

There's still time though. https://t.co/cK08L6yvm3",en,Tweet,277,986,49,157,348415,2026-05-25 23:50:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HJLRsNvboAI5bS2.jpg

Network accessline 2423

CW related longs are obviously better since they start volume ramping a lot earlier.",en,Reply,9,62,2,2,7911,2026-05-25 22:21:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2424

'2058912911243018331',@0xMonney I'm happy $ALRIB has been doing well. It's up around 188% or so since I went long.,en,Reply,9,63,0,5,11704,2026-05-25 22:07:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2425

'2058910487069512121',"@algo_fati microled is way, way too early for anything CPO related, even though i see a lot of media analysts try pushing it.",en,Reply,6,40,0,3,8187,2026-05-25 21:58:07,"<a href=""https://mobile.twitter.com"" rel=""n

Network accessline 2426

'2058880026410647713',@Ayouubb_ Nah I personally think it will end up $1.8B-2.2B MC by H1 2027.,en,Reply,51,118,2,7,15738,2026-05-25 19:57:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2427

'2058879435726836152',$LPK turned out pretty well. https://t.co/mZlTyd4oUO,en,Tweet,177,1022,52,103,336867,2026-05-25 19:54:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twim

Network accessline 2434

They're more structural re-rating from FAU/component revenue growth... or just more demand on packaging/test. But hard to see them going up 20x.",en,Reply,93,227,9,12,23584,2026-05-25 19:26:26,"<a href=""https://mobile.twitter.com"" rel=""n

Network accessline 2439

I was also a Protoss main and Colossus was my favorite unit in SC2, so that made me more passionate about lasers.",en,Reply,31,290,6,19,50127,2026-05-25 19:22:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 2460

But NASDAQ listing is probably what gives Sivers a premium.",en,Tweet,437,1416,65,120,423011,2026-05-25 19:12:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2058858971730256003',Did you listen anon? ht

Network accessline 2461

'2058858971730256003',Did you listen anon? https://t.co/q6miMwIUX7,en,Tweet,118,1022,36,78,297829,2026-05-25 18:33:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HJKJT2Ya

Network accessline 2462

'2058839070122688829',I think I deserve my own Netflix special after $AXTI and $SIVE? https://t.co/WeD80ogRXg,en,Tweet,197,2590,59,252,479460,2026-05-25 17:14:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 2469

Sivers lasers likely power them all, and they’re primary/sole source for a lot.",en,Reply,43,232,14,13,33322,2026-05-25 17:08:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2474

でも、トランセルはもうすぐ進化すると思うけどw",ja,Reply,3,54,1,2,6648,2026-05-25 16:47:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2475

'2058828045927231640',"@MacnBTC I don’t like talking about net worth, but let’s just say I’ll be helping a lot more dog shelters later.",en,Reply,12,1339,5,74,69186,2026-05-25 16:30:31,"<a href=""http://twitter.com/download/iphone"" rel=""n

Network accessline 2480

But gotten a lot of support from France!",en,Reply,3,188,0,14,25361,2026-05-25 16:18:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2483

全てのサポトと、より多くの方々にアイデアを広める機会をいただけたことに、とても感謝しています。",ja,Reply,0,87,0,3,18150,2026-05-25 16:17:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2490

特别感谢中文圈小伙伴们最近的力挺。当然啦，也必须要感谢日韩圈的朋友们从开始就路支持我！ https://t.co/cpvb6KizDy",zh,Tweet,74,2633,34,497,697780,2026-05-25 16:10:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/

Network accessline 2495

And inflows are probably another $10M+ now next week given MC increase.",en,Reply,8,119,2,6,18941,2026-05-25 15:56:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2502

Right now a lot of it is US/Western retail dynamics vs. Swedish short sellers/capital.",en,Reply,18,159,0,6,17240,2026-05-25 15:38:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2505

Now, Blackrock, Vanguard and others are buying $SIVE next month. Don’t think US capital cares too much about local Swedish capital/short sellers.",en,Reply,9,186,0,7,17811,2026-05-25 15:35:04,"<a href=""http://twitter.com/download/iphone""

Network accessline 2516

And this is still at a point before major institutional capital hit the float or CPO supercycle has ramped.",en,Tweet,703,2404,148,194,665022,2026-05-25 15:30:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 2517

'2058810923280978195',@IkaKnight_ Serenity Knight sounds like a pretty cool name.,en,Reply,0,134,0,1,12498,2026-05-25 15:22:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2522

Then NASDAQ soon. Retail just aren’t accustomed to being the earliest to a name for once.",en,Reply,21,252,5,8,18447,2026-05-25 15:14:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2523

'2058808243447820488',@thereeldinesh It’s only up ~15%. Google’s viewer somehow adds Friday’s returns.,en,Reply,1,93,0,5,14449,2026-05-25 15:11:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2547

Extremely bullish.",en,Tweet,320,1457,125,119,717564,2026-05-25 15:03:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HJJY_sHaAAA_LAe.jpg,https://pbs.twimg.com

Network accessline 2559

相比之下，个人认为 $HIMX (奇景光电) 或 Foci (上诠) 未来面临被踢出局 (design out) 的风险最大，很有可能会被台积电的光学部门采钰 (Visera 6789) 这类巨头直接垂直整合。不过话说回来，在未来两三年内，借助 CPO 相关的光纤阵列 (FAU) 和无源器件，他们眼前依然有 波巨大的赚钱机遇",zh,Tweet,1302,1812,243,300,513301,2026-05-25 12:17:19,"<a href=""https://mo

Network accessline 2560

'2058758940666773875',@DaBao250 I think the Government will seize back Ficontec one day.... so I'd be a little cautious.,en,Reply,3,31,1,2,7991,2026-05-25 11:55:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 2563

Happy my names started limit upping over in TW. https://t.co/VRbppTPZTt",en,Reply,19,58,0,9,12689,2026-05-25 11:55:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HJIuHdq

Network accessline 2578

So feels like X found this early, mainstream institutions are likely about to enter after seeing this sort of confirmation.",en,Tweet,224,566,30,53,172664,2026-05-25 11:46:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 2595

Not some Swedish company with a smaller valuation, going into everywhere from Space, Robotics, AI, consumer segments...",en,Reply,80,203,11,13,22059,2026-05-25 04:42:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web Ap

Network accessline 2600

You would need a lot of more headcount for stuff like assembly (without doctorates).",en,Reply,14,93,2,6,12840,2026-05-25 04:30:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2619

Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.",en,Tweet,389,983,67,135,357213,2026-05-25 04:21:08,"<a hr

Network accessline 2622

Since they all basically go from 0 to 100 full steam ahead in the next 2 years.",en,Reply,415,407,32,20,72639,2026-05-25 03:04:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2623

'2058623163064615114',"@Fletche33881557 Nope, $NVDA said $3-4T annual spend. Not value. https://t.co/sKg5gA2RZO",en,Reply,12,106,2,5,14133,2026-05-25 02:56:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,p

Network accessline 2628

It's a materials problem, they can always price hike if they wanted to.",en,Reply,35,109,3,9,36152,2026-05-25 02:44:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2649

We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.",en,Tweet,2366,2681,348,248,541331,2026-05-25 02:39:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https:/

Network accessline 2656

What's your pick? https://t.co/Y10KR6HLVC",en,Tweet,3048,2718,226,558,2004535,2026-05-24 23:56:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HJGJYjcbkAAJD9S.jpg

Network accessline 2661

原来 X 上的中文圈比我想象的要大得多啊！感觉以后多跟大家互动、交流交流想法，肯定会特别有意思。",zh,Tweet,461,2425,75,383,660653,2026-05-24 20:35:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2664

So being overconfident about the output while comparing two vastly different things is not ideal",en,Reply,13,251,2,15,51189,2026-05-24 16:08:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2681

Institutions have barely entered yet as well… and we’re about to see tens of millions of passive, long term new inflow next month from Nasdaq, Blackrock, MSCI indexes.",en,Tweet,773,2158,139,162,539682,2026-05-24 12:51:04,"<a href=""http://

Network accessline 2686

People using LLMs to compare $LITE single high power laser to one of the channel's outputs in a multi-channel array don't what they're talking about.",en,Reply,12,114,0,3,21633,2026-05-24 11:01:40,"<a href=""https://mobile.twitter.com"" rel

Network accessline 2689

Then it just happens to show up in all your Goldman Sachs/JPM analyst reports today as a bottleneck.",en,Reply,11,155,0,4,23212,2026-05-24 10:49:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2694

Just annoying there's a $600m dilution affecting near term prices.",en,Reply,59,245,7,11,33353,2026-05-24 10:38:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2779

And now I'm long on $SIVE.",en,Tweet,2053,2876,235,166,779739,2026-05-24 10:28:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2786

If something goes up during this time… probably goes higher in better macro. https://t.co/kZQ5r0IzZd",en,Tweet,172,1489,67,95,264713,2026-05-24 09:18:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 2795

Usually X pushes for transparency, but when it comes to collecting revenue, just a black box where lot of fees disappear into the void.",en,Reply,8,90,0,6,9448,2026-05-24 08:54:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 2796

'2058348489961247204',@Stevensun520417 Thank you for the support over in China.,en,Reply,2,80,0,6,10802,2026-05-24 08:44:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2803

Not here for sub fees tho, more for #.",en,Reply,4,88,1,10,12252,2026-05-24 08:43:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HJC4krFa0AAGJNE.jpg

Network accessline 2810

Then I reach my goal of becoming #1 on the entire X platform! https://t.co/TStifVRgG9",en,Tweet,82,2061,24,165,203279,2026-05-24 08:25:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twi

Network accessline 2817

It’s good retail is starting to wake up if the older models feel threatened.",en,Tweet,88,1839,37,114,216818,2026-05-24 02:45:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2822

Then Soitec goes up 4x. That's more valuable to me/others than if someone with a large account $10M off a 1% return.",en,Reply,16,462,3,26,47086,2026-05-24 01:02:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a

Network accessline 2873

Not the dollar amount made.",en,Tweet,2103,5006,345,402,1740278,2026-05-24 00:55:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HJBLe1HbsAAai7u.jpg '2058220398672769438',

Network accessline 2874

'2058220398672769438',@TracyDawso73672 恭喜你获得了 540% 的收益！出于好奇，你最后选了哪些股票？,zh,Reply,4,48,1,3,7263,2026-05-24 00:15:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2875

'2058219889081688530',@XtineFang Wow 1372% is really good! Don’t sell yourself short,en,Reply,2,199,0,2,23985,2026-05-24 00:13:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2894

So maybe just living internationally makes me receptive to foreign equities?",en,Tweet,293,2700,53,333,569671,2026-05-23 21:56:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2897

Cool to see",en,Reply,2,103,0,12,14442,2026-05-23 21:17:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2898

'2058175407137099806',@semivision_tw 我以前在上海住过很短时间，所以会说点中文！我就是特别支持美国啦。,zh,Reply,5,189,4,15,19614,2026-05-23 21:17:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2903

希望也能与更多的华人社区朋友互动（最近我在 X 上跟日本和韩国的网友互动得比较多）。",zh,Tweet,241,1960,54,290,472162,2026-05-23 20:28:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 2906

""Are you expecting the price to drop?"" what",en,Reply,1,127,2,9,9661,2026-05-23 19:52:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2909

Blackrock is the significant inflow tracker of the NASDAQ index.",en,Reply,1,90,1,1,10698,2026-05-23 19:45:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2912

So ~$64.5M of pure institutional buying pressure next month. Given ~17% of FF is shorted too, add that to buying pressure if they cover.",en,Reply,36,274,15,12,115716,2026-05-23 19:38:13,"<a href=""https://mobile.twitter.com"" rel=""nofollo

Network accessline 2917

We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM. https://t.co/qHYeT8b3Ja",en,Tweet,379,1924,133,114,644007,2026-05-23 19:16:53,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 2922

Turns out… You can build the most valuable IP in the world if ~1/4th your entire workforce are PHDs. https://t.co/oVlJJ9OEaZ",en,Tweet,166,1402,46,78,169498,2026-05-23 18:22:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"

Network accessline 2925

Pretty decent, right anon? https://t.co/snVfKQ5nqm",en,Tweet,464,3966,56,341,2257892,2026-05-23 14:50:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HI_CpWmaMAAutXQ.jpg

Network accessline 2930

Not quite the same as the US model of TAM expanding into $100B+ companies.",en,Reply,8,45,0,8,6979,2026-05-23 14:25:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2937

$SIVE has the perfect setup right now, and I think it's likely they can pull off the right acquisitions to speedrun revenue expansion.",en,Reply,20,242,10,5,24999,2026-05-23 14:20:35,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">

Network accessline 2952

I like them both for different reasons.",en,Reply,71,246,9,8,33161,2026-05-23 14:12:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2957

But yeah Ericsson and SIvers are probably the two more noticable ones benefiting from US x Sweden tech MOU.",en,Reply,23,159,6,5,14342,2026-05-23 13:58:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 2966

They just lacked the funding before the recent market interest in Sivers. But I'm very interested to see what they can do from here.",en,Reply,26,215,10,8,17224,2026-05-23 13:51:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Tw

Network accessline 2990

More than I care about little MC % returns that's happening currently.",en,Tweet,643,1649,120,72,671612,2026-05-23 13:41:35,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2058005989958562022',@UpsideExit

Network accessline 2991

'2058005989958562022',@UpsideExit I’m probably one of only the people in the world with multiple 10x calls in a short timeframe.,en,Reply,4,272,1,18,15817,2026-05-23 10:03:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">

Network accessline 3000

And that I’m pretty good at guessing intrinsic valuations of companies. https://t.co/HXAoKmXmaV",en,Tweet,443,1917,73,160,586905,2026-05-23 09:52:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 3003

Don't need to keep entering new/different US positions, just let the ones you have compound over time.",en,Reply,75,260,9,12,54300,2026-05-22 22:15:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3006

Large part of the utilities tailwind was multiple rate cuts this year, which is now priced at 0 likely.",en,Reply,3,47,1,4,12891,2026-05-22 22:14:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3009

But if you're talking in short term timeframes, there's a $600m dilution ongoing, which caps upside.",en,Reply,18,107,4,10,22294,2026-05-22 22:12:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3018

You can always just let the ones you like grow. https://t.co/ostZWjOAAm",en,Tweet,549,1176,67,129,528399,2026-05-22 22:09:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/

Network accessline 3023

With proceeds going to M&amp;A opportunities.",en,Reply,4,93,1,6,13745,2026-05-22 20:49:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3036

This is in fact extremely bullish for Sivers.",en,Tweet,239,1295,65,109,324893,2026-05-22 20:44:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3041

Government can nuke or takeover any business over there on a whim. $AXTI is always a risk for example, but Chinese gov is something that always need to be taken under consideration.",en,Reply,15,80,3,7,13279,2026-05-22 19:23:30,"<a href=""h

Network accessline 3044

just look at all the American IP theft over the years. good luck suing any chinese company.",en,Reply,0,115,1,4,15973,2026-05-22 19:19:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3055

There's a reason why all the US equities have premiums, even if a little high.",en,Tweet,156,968,87,106,229540,2026-05-22 19:08:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/

Network accessline 3065

More CEOs should do the same, even if it’s small. https://t.co/BwxBnd2wDm",en,Tweet,428,1074,68,78,162042,2026-05-22 17:53:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twim

Network accessline 3078

Markets are only starting to see the precipice of how important this laser company is.",en,Tweet,457,1681,152,93,394718,2026-05-22 15:10:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,htt

Network accessline 3085

I feel like anything else would be a bit of a distraction.",en,Tweet,334,2268,52,128,868691,2026-05-22 14:35:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3092

The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM",en,Tweet,136,861,17,68,341257,2026-05-22 13:04:27,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https:/

Network accessline 3093

'2057682644587147414',@labubu_trader They must have a fun time looking at my $AXTI showboating half the time lol,en,Reply,5,119,0,0,15182,2026-05-22 12:39:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3094

'2057656742943887698',@AhmHashem No I have PTSD and it hasn't even been 2 weeks,en,Reply,5,133,5,9,20447,2026-05-22 10:56:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3095

'2057644878599991794',"@planetsidemarco Super cool you're working at $RKLB, one of my favorite companies. Hope you're having fun there!",en,Reply,2,89,1,3,13955,2026-05-22 10:09:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Tw

Network accessline 3100

Fun to see before the SpaceX IPO as well. https://t.co/jamx5EHans",en,Tweet,158,1236,57,199,196820,2026-05-22 08:33:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/m

Network accessline 3103

The Korean market is the most degen",en,Tweet,105,1832,62,147,456118,2026-05-22 08:16:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3106

Just the ones that try and pass stuff as their own with the help of AI. Then add paywalls on top.",en,Reply,3,81,1,7,10608,2026-05-22 07:28:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3113

IDM too much if you're doing this, but at least have your AI add original takes.",en,Tweet,29,851,22,72,122492,2026-05-22 07:21:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2057586570652459359',@Maxc

Network accessline 3114

'2057586570652459359',@Maxcutty13 xd,und,Reply,3,42,0,5,7715,2026-05-22 06:17:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2057524112944468149',Did you listen anon? https://t.co/ycoc4oSDDG,en,Tweet,2

Network accessline 3115

'2057524112944468149',Did you listen anon? https://t.co/ycoc4oSDDG,en,Tweet,269,2200,79,289,426311,2026-05-22 02:09:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/me

Network accessline 3118

I present to you: $AXTI https://t.co/1i5iXfWhz2",en,Tweet,351,1610,64,127,779550,2026-05-22 01:47:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HI3GZ71awAA-Ur

Network accessline 3121

With triple digit returns on everything like $TSEM they went long on. https://t.co/7jGCpZWRcd",en,Tweet,85,770,25,56,197170,2026-05-22 01:37:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 3124

Cool name CPUs go brrrr? https://t.co/67Zz6EWfnL",en,Tweet,86,800,29,155,221713,2026-05-22 01:14:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HI2-1zxbsAAWUZS

Network accessline 3129

Guess that debate got resolved in Weebius’s favor",en,Reply,0,88,1,4,10000,2026-05-22 00:57:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3130

'2057505195760996502',@MDjavanmard I’m one of the only ones who has receipts of Nezuko body pillow Weebius DD’s. https://t.co/cFmglooR1g,en,Reply,3,46,0,3,6117,2026-05-22 00:53:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 3133

Did you listen anon? https://t.co/WVFKh8d3vy",en,Tweet,91,1530,54,182,303453,2026-05-22 00:47:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HI24iPqagAQJiYw.jp

Network accessline 3146

But bullish on Taiwan supply chains all around from $AMD news.",en,Tweet,360,806,51,120,306287,2026-05-21 17:12:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media

Network accessline 3167

10. Become a meme on X.",en,Tweet,365,1534,95,335,372119,2026-05-21 16:14:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HI1DKWWbEAAtofd.jpg

Network accessline 3174

Shunsin, Foci, Nextronics, MSScorps, and a lot of my Nvidia photonics ecosystem port might be critical mentions or have indirect catalysts there.",en,Tweet,741,985,51,96,510933,2026-05-21 12:36:25,"<a href=""http://twitter.com/download/ipho

Network accessline 3175

'2057311452453831018',"@green_stre70713 No positions, I'm just watching in amusement if people fail to copytrade the President correctly.",en,Reply,1,103,0,4,16717,2026-05-21 12:04:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow""

Network accessline 3176

'2057310252199301212',You idiots all bought the wrong Kura ( $KRUS ) https://t.co/fR0XkQeT1j,en,Tweet,255,1314,51,254,653692,2026-05-21 11:59:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://p

Network accessline 3179

Same thing with X.",en,Reply,6,271,1,8,23169,2026-05-21 01:16:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3182

Just sadly hasn’t really reflected in market price so far.",en,Reply,20,217,1,12,40229,2026-05-21 01:14:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3189

But if it's related to software or not burning $1T+ in AI capex, markets don't care? https://t.co/uWJ55OuZMO",en,Tweet,326,1534,64,283,291552,2026-05-21 01:06:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 3192

I'm just saying it's probably not a good short, if there's someone who is bullish... and has enough to buy the company outright.",en,Reply,6,94,2,6,19013,2026-05-21 00:16:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter W

Network accessline 3199

Anyone remember I predicted Faker to win worlds, and they actually did? https://t.co/F9ugI8M2Vb",en,Tweet,202,933,40,176,225919,2026-05-21 00:14:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https

Network accessline 3200

'2057126226792518044',"@PronologieFR Uhh just your $600m ATM with $AAOI, that causes a lot of near term pressure",en,Reply,11,83,1,8,26402,2026-05-20 23:48:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 3207

Right now there’s memory, energy, photonics, CPUs.",en,Reply,65,134,4,9,10603,2026-05-20 23:44:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3217

The story keeps getting better. https://t.co/mlKM9WcIOf",en,Tweet,183,1443,116,240,320007,2026-05-20 23:15:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIxZ5

Network accessline 3230

Feels a little stupid to have low income earners owe money after just trying to live.",en,Tweet,72,1475,67,191,122392,2026-05-20 21:25:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https

Network accessline 3231

'2057086862423122085',@ChrisGrobbel CPO/1.6T orders volume ramps up in 2027. All the revenue you’re citing are from development contracts.,en,Reply,9,98,1,4,8808,2026-05-20 21:11:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofo

Network accessline 3234

Costs a tiny fee though.",en,Reply,15,82,2,6,8498,2026-05-20 21:10:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3251

Future NASDAQ listing and recent growth unlocked downstream IP acquisition potential now.",en,Tweet,181,1005,54,286,203803,2026-05-20 21:00:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3252

'2057064695476224117',@BobbaPaddop What kind of stupid disinformation are people spreading now?,en,Reply,0,118,0,8,6284,2026-05-20 19:43:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3259

So hard to see it not being net-positive.",en,Reply,10,145,4,9,12246,2026-05-20 19:41:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3266

Just a waiting game.",en,Reply,9,138,4,4,13763,2026-05-20 19:39:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3275

Spiking short rates is better for long term holders, since it makes it more painful to have short positions, especially when it's 17%+ of the float.",en,Reply,6,127,3,6,9548,2026-05-20 19:36:41,"<a href=""https://mobile.twitter.com"" rel=""

Network accessline 3276

'2057060514568802595',"@jaddaplayer &gt; New M&amp;A board members &gt; Sivers buys more optical IP &gt; Revenue goes brr",en,Reply,3,113,3,4,13620,2026-05-20 19:26:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 3277

&gt; Sivers buys more optical IP &gt; Revenue goes brr",en,Reply,3,113,3,4,13620,2026-05-20 19:26:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2057059745429901334',"$SIVE is nominating two new board

Network accessline 3278

&gt; Revenue goes brr",en,Reply,3,113,3,4,13620,2026-05-20 19:26:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3301

Larger US institutions are likely interested in entering new very material $SIVE positions as well once Sivers passes some US institutions listing mandates.",en,Tweet,121,860,47,304,398009,2026-05-20 19:23:56,"<a href=""https://mobile.twitt

Network accessline 3306

These are all core players going forward, hard to see any dip not being bought out at these levels. https://t.co/fYaYAov3Vn",en,Tweet,299,1161,61,171,150204,2026-05-20 15:58:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"

Network accessline 3309

It’s not a standard cw laser.",en,Reply,10,153,3,3,23346,2026-05-20 15:24:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3348

Jabil just publicly confirmed that the demand for their 1.6T LRO with $SIVE lasers is essentially uncapped.",en,Tweet,255,1179,100,105,439728,2026-05-20 15:01:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 3353

Would you call that calling that wealth transfer mechanic to the company a feature?",en,Reply,5,104,0,6,6942,2026-05-20 14:25:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3354

'2056977542582862043',@kevinxu What part about the $2B effective ATM and current marketcap to NAV is false?,en,Reply,0,149,0,7,16293,2026-05-20 13:57:17,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3355

'2056946192568012877',@OriginalTrades I don't quite think hiding 1300 pound furnaces is as easy as smuggling GPUs like $SMCI into hairdryer boxes.,en,Reply,0,32,0,2,7255,2026-05-20 11:52:43,"<a href=""https://mobile.twitter.com"" rel=""nofo

Network accessline 3358

But halting China's humanoid production with Ulvac and other chokepoints doesn't really do as much collateral harm.",en,Reply,2,55,1,7,9237,2026-05-20 11:40:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,

Network accessline 3359

'2056941253431112045',@MikeMikey999 Nice try China https://t.co/tyg5mSWdAS,en,Reply,1,72,0,3,5409,2026-05-20 11:33:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIu5Kdfb

Network accessline 3362

Maybe it's time for US/Japan to fight back, in ways other than tariffs on cheap underwear??",en,Reply,3,61,0,6,7648,2026-05-20 11:30:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3381

And only if they allow rare earth exports to start flowing again, then exports can continue.",en,Tweet,193,690,37,75,201652,2026-05-20 11:25:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pb

Network accessline 3382

'2056933812375036131',@MultiBaggerss I'm not trying to extract capital off retail investors like others.,en,Reply,0,66,1,6,5503,2026-05-20 11:03:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3385

They just see ""Figure"" promoted by influencers, then blindly buy into effective ATMs that were also recently filed.",en,Reply,3,50,0,4,5188,2026-05-20 11:00:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 3402

If you are a retail investor, you're basically playing pyramid hot potato with the float.",en,Tweet,97,586,19,79,265701,2026-05-20 10:52:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.t

Network accessline 3409

Whatever we’re doing now isnt enough. https://t.co/VQXh9otLMi",en,Tweet,848,1353,128,307,646611,2026-05-20 08:14:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/medi

Network accessline 3420

Still a bit early, but if timeline/implications are in tact, markets might appreciate multi-year revenue visibility with Apple.",en,Tweet,194,936,65,256,151136,2026-05-20 07:20:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 3423

They all ended up crashing 99% aside from one of them so far.",en,Reply,4,119,1,4,17156,2026-05-19 23:10:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3426

$AAOI would have returned 300%+ in the same period $IREN was flat to negative.",en,Reply,6,88,0,3,20071,2026-05-19 22:53:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3431

While $IREN went from $45 -&gt; $70 -&gt; $45",en,Reply,13,226,2,18,36350,2026-05-19 22:50:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3452

IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.",en,Tweet,476,1746,103,434,772493,2026-05-19 22:36:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"

Network accessline 3455

I genuinely think there's something wrong with the system. https://t.co/MUVmKDvvtM",en,Reply,4,76,1,5,5095,2026-05-19 21:56:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media

Network accessline 3458

but aside from that i dont use anything else.",en,Reply,4,51,0,6,7087,2026-05-19 20:35:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3459

'2056711821529432514',@Blinklebloop Yes I literally have to hide 20-30 of those comments every single post of mine nowadays. https://t.co/JleOUL6dCj,en,Reply,1,101,0,6,7432,2026-05-19 20:21:24,"<a href=""https://mobile.twitter.com"" rel=""n

Network accessline 3460

'2056710812551840113',@Chewbaccer444 like wtf is this https://t.co/iaukkIqy9o,en,Reply,0,71,0,7,6589,2026-05-19 20:17:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIrnk

Network accessline 3471

You report them, their main account gets more impressions.",en,Tweet,20,653,16,110,108007,2026-05-19 20:14:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIrlUFKbIAA6h5f.

Network accessline 3472

'2056691097594925522',https://t.co/IJPmDDBHcq,zxx,Tweet,2688,2924,367,231,1024330,2026-05-19 18:59:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,http://x.com/i/article/2056688641448321024,,

Network accessline 3475

Vast majority of people don’t need to care though.",en,Reply,7,67,2,2,7791,2026-05-19 17:51:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3476

'2056646033921441901',@tomhou101 Of free float.,en,Reply,1,41,1,1,8518,2026-05-19 15:59:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3479

I don't think it's going to end well for local Swedish firms? Like they can just stay on the sideline but they're shorting their own frontier firms lol. https://t.co/1iHsgunsp1",en,Reply,4,114,3,5,11785,2026-05-19 15:43:22,"<a href=""https:

Network accessline 3496

And the popular saying is every one stock short turns into a long eventually.",en,Tweet,216,1144,64,184,332778,2026-05-19 15:37:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/m

Network accessline 3510

They just capture more revenue expansion along the way like $LITE did starting from the laser source.",en,Reply,154,394,42,11,145156,2026-05-19 14:50:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3517

There was another local Swedish hedge fund that was down -20% off their shorts last month, so it might go under if things continue as is.",en,Reply,13,247,25,11,282135,2026-05-19 14:10:01,"<a href=""https://mobile.twitter.com"" rel=""nofoll

Network accessline 3524

I personally think it's going much higher.",en,Reply,9,167,9,7,10552,2026-05-19 13:55:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3527

Next day: US government gives $SIVE 6.6M CHIPS ACT award lol.",en,Reply,5,228,8,12,15182,2026-05-19 13:46:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3536

As it positions Sivers as a critical, US-government backstopped chokepoint for national security.",en,Tweet,179,1373,94,134,273930,2026-05-19 13:44:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,htt

Network accessline 3539

It’s eerily similar to price rises on info synthesis -&gt; institutions publish negative news/media cycles -&gt; retail sells -&gt; turns out institutions were buying the float -&gt; stock hits ATHs.",en,Reply,17,142,2,8,10131,2026-05-19 12

Network accessline 3556

With many of these same institutions giving 250 PTs today.",en,Tweet,76,622,20,96,176874,2026-05-19 12:36:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HIp-L

Network accessline 3557

'2056587872178962749',@SingularityRes Already have an idea in mind https://t.co/MaHzHL5CJc,en,Reply,3,91,0,9,8191,2026-05-19 12:08:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://p

Network accessline 3560

But it goes to good use like dog shelters or Aespa x Serenity billboards in San Francisco.",en,Reply,0,102,1,8,7837,2026-05-19 12:00:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3567

Got a lot of fun $SOI type monopolies in mind as your countries play supply chain warfare. https://t.co/pB6V8eEl2Z",en,Tweet,49,954,11,90,142594,2026-05-19 11:36:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 3568

'2056563433240502450',I’ve never thought I’d see Sweden get turned into a widely understood meme on X.,en,Tweet,22,695,8,111,146708,2026-05-19 10:31:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 3581

I still think there’s upside for Lumentum and $COHR, just less likely to double at current prices as fast if you’re going shares only.",en,Tweet,355,1143,46,148,363351,2026-05-19 10:11:14,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 3586

Then raise $1B off an effective ATM?",en,Reply,2,76,1,11,8183,2026-05-19 09:48:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3603

But idk after the $2B equity financing facility, that move just seems predatory when there’s already a valuation NAV disconnect.",en,Tweet,143,598,21,173,663434,2026-05-19 09:38:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 3604

'2056409515579625647',Just your normal Monday correction in the AI space from $NBIS to $LITE to $AAOI? https://t.co/5g3HCAlcA4,en,Tweet,196,1508,52,381,330143,2026-05-19 00:20:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 3607

They all have turned out well directionally though? Like $LITE, $AXTI, $AAOI, $NBIS from late last year.",en,Reply,12,130,2,11,26568,2026-05-18 14:09:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 3608

'2056253929567199709',@JJJJJ_66666 https://t.co/G4LL6RqKFc,qme,Reply,33,132,4,14,68462,2026-05-18 14:01:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIlIC67b

Network accessline 3619

We’ll see if this is right.",en,Tweet,1551,1607,122,218,278197,2026-05-18 13:25:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HIk_wOwbcAArHeS.jpg,https://pbs

Network accessline 3630

While their marketcap was sitting under $500m last year.",en,Tweet,179,1080,44,172,317374,2026-05-18 08:33:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3631

'2056159137441120636',@AlSavvy94 99% of people https://t.co/JpEWDysDA5,en,Reply,2,64,0,5,12926,2026-05-18 07:45:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media

Network accessline 3638

Guess what anon: it’s on the White House shortage list and one of the major talking points of US-China trade talks 6M later. https://t.co/mVX0vJ5EuD",en,Tweet,538,1506,62,182,379436,2026-05-18 07:39:17,"<a href=""http://twitter.com/download

Network accessline 3641

それにしても、ドナルド・トランプがアメリカで人気の日本の寿司チェーンの経営権を買収しているのを見るのは、やっぱりなんだか面白いですね。",ja,Reply,10,173,4,6,42274,2026-05-18 07:21:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3644

There's always a 1 hour line in the Cupertino one near $AAPL HQ.",en,Reply,3,74,1,5,20274,2026-05-18 07:20:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3653

Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.",en,Tweet,893,3228,605,240,2986486,2026-05-17 23:39:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,pho

Network accessline 3658

Maybe after he retires, he wants to taken over and run a sushi restaurant?",en,Reply,2,21,0,4,5970,2026-05-17 23:35:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3661

So they just think they're buying into Figure, but not at extremely inflated valuations while there's dilution.",en,Reply,11,114,0,10,15552,2026-05-17 22:40:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,

Network accessline 3662

'2056020471775420444',@Glitch_Trades I have all these AI accounts making up fake resumes too now. https://t.co/HVDolqUts6,en,Reply,0,67,1,5,12027,2026-05-17 22:34:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 3663

'2056016389945819627',@kingcoinmatt https://t.co/8UpvMJkqsa,qme,Reply,4,110,1,11,14581,2026-05-17 22:18:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIhwAL7bcAAmRLm.jpg

Network accessline 3670

It's understandable if you do it with $IQE / Landmark earnings, but wtf.",en,Reply,4,73,0,7,21509,2026-05-17 22:05:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIhtHz9a

Network accessline 3681

Then just pitching buzzwords every under every one of my posts.",en,Tweet,418,1298,36,144,434673,2026-05-17 21:56:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3684

You can just buy it Hiive or other methods without paying 5X premiums… on top of getting diluted $2B off such a small NAV",en,Reply,5,42,0,3,7623,2026-05-17 21:14:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 3689

So they might just think they’re buying Figure at current prices. Rather than 5x+ current ones. While you’re getting diluted $2B",en,Reply,10,77,1,5,8467,2026-05-17 20:22:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 3690

'2055984145160175790',"@NicholasBardy Unitree, the leading humanoid maker, is IPOing at $6B valuation and you’re saying Figure is probably worth $200B lol",en,Reply,8,104,1,10,8373,2026-05-17 20:09:53,"<a href=""http://twitter.com/download/

Network accessline 3697

But right now it's driven way off course.",en,Reply,4,86,0,5,9610,2026-05-17 19:42:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3714

Retail just looks like exit liquidity.",en,Tweet,338,1469,60,189,493486,2026-05-17 19:17:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HIhGri3aAAAG6Wc.jpg,ht

Network accessline 3715

'2055966859409957243',@softmaxedx Incoming https://t.co/U9FrBrG3gq,en,Reply,7,144,0,10,9147,2026-05-17 19:01:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIh

Network accessline 3726

Apparently it’s not expensive. https://t.co/jTPanYy1V3",en,Tweet,49,731,11,134,151240,2026-05-17 18:22:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIg5_xvaU

Network accessline 3731

It's annoying seeing stuff like this all over X. https://t.co/PyqMGpZZHX",en,Reply,12,91,2,10,18662,2026-05-17 16:55:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIgloB

Network accessline 3736

You all are trolling. https://t.co/kyJcrw2Hg9",en,Reply,3,61,0,9,10785,2026-05-17 16:40:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIginohawAAKza_.jpg

Network accessline 3753

Then they're building the chassis that the actual photonic memory IP sits inside and not even in qualification stage.",en,Tweet,333,829,34,155,490486,2026-05-17 16:17:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 3758

Not following them 3 months after they file.",en,Tweet,382,1985,48,114,233590,2026-05-17 12:16:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3759

'2055837330079178814',@StormDirac Woah that's a really cool AI gen image,en,Reply,0,69,0,1,11778,2026-05-17 10:26:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3840

These are all forward growth companies that require in-depth supply chain knowledge.",en,Tweet,3343,2743,263,153,650244,2026-05-17 09:28:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.tw

Network accessline 3853

And I hope whatever I do sets a lasting example for X about the positive sum nature of free information democratization.",en,Tweet,116,2061,42,176,336073,2026-05-17 07:47:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 3854

'2055606008563593646',@softmaxedx Cheering on Faker https://t.co/jnv8GGrtwe,en,Reply,2,88,0,6,10702,2026-05-16 19:07:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/m

Network accessline 3855

'2055602162281878012',"@FlittsTheGooner I’ve been just doing hot springs hopping tbh. It helps to get out of the Bay, where everyone just talks about OpenAI, Anthropic, or YC 24/7. https://t.co/2bHjOvqLdE",en,Reply,9,136,0,13,10195,2026-05-

Network accessline 3858

I just went to view a different type of waterway than Analyst #3",en,Reply,3,96,0,2,15314,2026-05-16 18:19:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3859

'2055591254965080150',@rbbr416 Thank you! Food is really good here https://t.co/N5o1KRJNkq,en,Reply,5,142,2,7,10703,2026-05-16 18:08:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https:

Network accessline 3860

'2055588801766932583',@wecookingorwhat I did do DD on this random dolphin instead of sea turtles https://t.co/HPTHIbI7ap,en,Reply,1,108,1,6,13873,2026-05-16 17:58:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 3861

'2055588352254955745',@beauty_oe ポケモンセンターにもいくつか行ったけど、最近は温泉巡りばっかりしてるよ！ https://t.co/wgCn6twFTR,ja,Reply,19,579,6,18,45092,2026-05-16 17:57:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"h

Network accessline 3864

Not sure what everyone else is doing in the evenings there… https://t.co/fnSxJlZHVe",en,Tweet,305,1726,43,144,432491,2026-05-16 17:25:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https:

Network accessline 3865

'2055409017003094402',@Partfortynineg1 $54 x 2 =$108 with $CRCL https://t.co/2LaN9mX322,en,Reply,16,97,2,10,24103,2026-05-16 06:04:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://p

Network accessline 3866

'2055408530778448353',@Matrix_B0SS Yes it’s possible long only? Just need to choose the right stocks lol https://t.co/Tom6pz8ROO,en,Reply,13,113,1,11,20465,2026-05-16 06:02:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 3875

I'm on 1.3x-1.4x leverage right now, 96% or so shares only.  I've been using previous positions that appreciated to compound more with others using margin.",en,Reply,111,277,11,21,42369,2026-05-16 05:49:13,"<a href=""https://mobile.twitter.

Network accessline 3876

'2055403755638800727',"@ajmotleyfool Nope, I've pivoted a lot of the earlier players in the year into CPO names like Foci, Shunsin, $SIVE recently.",en,Reply,96,185,7,16,38828,2026-05-16 05:43:37,"<a href=""https://mobile.twitter.com"" rel=

Network accessline 3877

'2055403400846885191',"@beauty_oe I forgot $NBIS and $MU too, that would be #25. I'm losing count.",en,Reply,17,181,0,5,47148,2026-05-16 05:42:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3906

Do you remember all of these anon?",en,Tweet,3110,4897,283,316,1449754,2026-05-16 05:34:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIZAuLbasAAxi4e.jpg

Network accessline 3907

'2055396311374139792',@Megadonken Found everything I needed to know https://t.co/Xf07IKHDrv,en,Reply,4,249,1,22,13664,2026-05-16 05:14:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twim

Network accessline 3910

If you completely freeze their entire AI/robotics/space  programs by choking off upstream vendors over in Taiwan, Europe, Korea, Japan, and other exports to China, sure.",en,Reply,7,80,2,10,11644,2026-05-16 04:28:01,"<a href=""https://mobil

Network accessline 3925

Not just threaten 40% tariffs to stop them from shipping cheap goods.",en,Tweet,168,779,40,66,129444,2026-05-16 04:20:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3926

'2055381964602171405',@throw_away_9264 I think I know what's going on but I don't want to say anything to cause more export controls.,en,Reply,6,49,0,2,8121,2026-05-16 04:17:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitte

Network accessline 3933

And US should pressure EU to take back their their photonic monopolies like ficonTEC that Chinese companies like Robotechnik managed to buy.",en,Tweet,348,877,55,46,274747,2026-05-16 04:07:54,"<a href=""https://mobile.twitter.com"" rel=""no

Network accessline 3948

But they should all be proud for helping make $SIVE what it is today.",en,Tweet,387,1640,97,103,313544,2026-05-16 03:21:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3951

But they all went up even more after the index recovered",en,Reply,3,73,0,6,9289,2026-05-15 20:38:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 3952

'2055210462510535124',"@a96137496 Add in the letter ""I"" to that name and you get my opinion",en,Reply,5,135,1,20,34862,2026-05-15 16:55:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 3965

Interesting to see such backward rules hurting their own high-tech economy.",en,Tweet,64,617,26,96,264718,2026-05-15 16:49:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/

Network accessline 3978

Can't do this with something trash like $IREN. But I do believe $NBIS is positioned to be the next hyperscaler.",en,Tweet,529,1657,84,118,344493,2026-05-15 16:16:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a

Network accessline 3981

Markets probably won’t see the connection between Ayar AlChip and $SIVE unless someone points it out though.",en,Reply,27,219,7,12,14643,2026-05-15 15:13:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 3990

So implications for $SIVE, is enormous piggybacking off of Amazon’s ecosystem growth.",en,Tweet,236,1279,87,100,304686,2026-05-15 15:04:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"htt

Network accessline 3991

'2055145487284805982',"@RayT168 Pretty high conviction in FOCI, markets underpricing future CPO bottlenecks right now just like $AXTI last year",en,Reply,59,122,3,12,74335,2026-05-15 12:37:21,"<a href=""http://twitter.com/download/iphone""

Network accessline 3998

Also, can Foci management please pursue NASDAQ ADR like $HIMX? Thank you.",en,Tweet,808,1053,58,98,366803,2026-05-15 11:23:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media

Network accessline 4001

This is what I wanted from management to expand optical TAM from the laser chokepoint, similar to what $LITE did.",en,Reply,5,103,3,11,15156,2026-05-15 11:08:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 4002

'2055121672475422783',"@JohnIsRight89 I'm doing finance stuff now, previously was doing AI models, applied cryptography, and semi IP related stuff.",en,Reply,12,84,1,7,6601,2026-05-15 11:02:43,"<a href=""https://mobile.twitter.com"" rel=""n

Network accessline 4007

So might outperform in markets, just due to capital allocation vs. fundamentals.",en,Reply,207,282,21,15,42196,2026-05-15 10:59:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/m

Network accessline 4016

It's not just profiting off markets, but what you want to get accomplished as well (helping advance US supply chains and Robotics leaders).",en,Tweet,485,692,56,57,338704,2026-05-15 10:41:09,"<a href=""https://mobile.twitter.com"" rel=""nof

Network accessline 4021

You only start to see this show up 2027 / 2028, even though we're entering H2 2026 now (which is what I mean by frontrunning CPO supercycle).",en,Tweet,476,607,33,42,538322,2026-05-15 10:17:59,"<a href=""https://mobile.twitter.com"" rel=""n

Network accessline 4028

Maybe institution copy trading? https://t.co/qWGvNsJk2C",en,Tweet,175,527,18,46,175378,2026-05-15 10:05:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIU1K61a

Network accessline 4035

So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.",en,Tweet,127,802,36,101,342110,2026-05-15 07:32:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 4036

'2055067155990012017',"@Ryan76589177 @TheMarathon8320 Bro $CBRS is a newly listed company today, cut me some slack.",en,Reply,0,101,0,4,17975,2026-05-15 07:26:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 4037

'2055064231905788025',"@TheMarathon8320 I like $CRBS but not at a $70B valuation, so nope",en,Reply,1,77,3,5,14237,2026-05-15 07:14:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4038

'2055063144532508995',@dominicpoks This was likely a third party wealth manager. But would not be surprised if the picks were centered more around his policies.,en,Reply,3,71,0,5,9914,2026-05-15 07:10:09,"<a href=""https://mobile.twitter.co

Network accessline 4045

Here were the top 100 long positions if you were curious.",en,Tweet,608,990,43,103,163946,2026-05-15 07:01:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HIULBQWboAA73a8

Network accessline 4050

Just don't think markets know that nuance yet.",en,Reply,21,172,7,12,42238,2026-05-14 22:26:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4059

But just goes to show many players Sivers maps to.",en,Reply,21,133,4,4,13398,2026-05-14 20:29:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4068

So yes, this is highly bullish for Sivers.",en,Tweet,287,1539,110,144,432636,2026-05-14 20:08:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIR1nYeaoAETGRQ.jpg

Network accessline 4072

-> TAM expansion into pluggable transceivers  -> Multiple new likely hyperscaler suppliers testing/qualifying their lasers for pluggable aside from $JBL. -> Win Semi capacity secured.",en,Reply,26,330,15,12,24206,2026-05-14 18:25:36,"<a hre

Network accessline 4073

-> Multiple new likely hyperscaler suppliers testing/qualifying their lasers for pluggable aside from $JBL. -> Win Semi capacity secured.",en,Reply,26,330,15,12,24206,2026-05-14 18:25:36,"<a href=""https://mobile.twitter.com"" rel=""nofollo

Network accessline 4074

-> Win Semi capacity secured.",en,Reply,26,330,15,12,24206,2026-05-14 18:25:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4122

-> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion.  -> New customers for CW lasers  -> Volume production scaling starting H2 for both photonics and lidar.",en,Twee

Network accessline 4123

-> New customers for CW lasers  -> Volume production scaling starting H2 for both photonics and lidar.",en,Tweet,773,1995,184,147,652488,2026-05-14 18:17:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,pho

Network accessline 4124

-> Volume production scaling starting H2 for both photonics and lidar.",en,Tweet,773,1995,184,147,652488,2026-05-14 18:17:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/H

Network accessline 4131

You're better looking at them for their other business segments.",en,Tweet,81,368,8,46,175509,2026-05-14 17:36:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2054742996378411434',@tomhou101 Local repor

Network accessline 4132

'2054742996378411434',@tomhou101 Local report from “Wealth Magazine”,en,Reply,2,35,0,6,9313,2026-05-14 09:58:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4133

'2054742455199903763',"@zephyr_z9 Ah good call, congrats",en,Reply,0,42,0,3,14735,2026-05-14 09:55:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4134

'2054741837232107719',@zephyr_z9 I’m surprised it has a higher valuation now than foci tho https://t.co/oXeBZHFhn8,en,Reply,142,214,4,7,43382,2026-05-14 09:53:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 4141

But makes sense that all your top players use Foxconn for optical packaging/test. https://t.co/aqnUQEQdYS",en,Tweet,231,539,30,71,260719,2026-05-14 09:47:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 4148

Insane how it’s $3B MC as a critical CPO bottleneck required for scale, while LightWave Logic literally has around the same valuation at $2.7B in development stage.",en,Tweet,579,687,41,68,436462,2026-05-14 09:35:33,"<a href=""http://twitte

Network accessline 4159

And their whole ecosystem should benefit.",en,Tweet,583,793,45,82,252307,2026-05-14 08:59:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIPcf2CbQAAOcTI.jpg

Network accessline 4160

'2054723392306401499',@BC17743 Leaderdrive,en,Reply,13,33,1,3,8908,2026-05-14 08:40:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4165

But for general purpose $TSLA, Unitree, Figure, Boston Dynamics, Agibot, Agility, and others should do well.",en,Reply,130,232,7,19,271792,2026-05-14 07:32:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 4170

https://t.co/fLN7SdBegt",en,Reply,83,132,6,14,26017,2026-05-14 06:56:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://x.com/aleabitoreddit/status/2033155882809479239?s=46,,

Network accessline 4177

But maybe it’s time for $TSLA and America to really start prioritizing how we build it outside Chinese supply chains?",en,Tweet,683,1468,94,105,286466,2026-05-14 06:53:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 4180

Especially thanks to X.",en,Reply,6,183,3,12,20117,2026-05-14 06:27:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4181

'2054689573767381376',@beauty_oe $NBIS が最終的にすごくいい結果になって本当に嬉しいよ！数ヶ月くらい下がってた時期もあったけど、やっと市場が正しく評価してくれてよかった。,ja,Reply,4,211,2,11,28838,2026-05-14 06:25:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 4192

Here they are. https://t.co/jTeHpYtf0n",en,Tweet,1628,2757,208,175,331181,2026-05-14 06:17:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HIO3YdLacAAWAn3.jpg,

Network accessline 4195

$POET was mentioned at $6 here, it’s $14 now, so can’t argue with triple digit returns in a month…",en,Reply,8,94,1,11,25929,2026-05-14 05:45:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4200

Many are up 2-6 times already.",en,Tweet,780,1154,47,100,307869,2026-05-14 05:38:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4203

Just 20 CAD away before it hits triple digit returns. https://t.co/CHqWQKzH5E",en,Tweet,88,563,27,80,182776,2026-05-14 00:01:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twi

Network accessline 4208

Remains one of my top high conviction optical longs moving forward into 2027 due to massive revenue ramp + Made in America supply chains. https://t.co/HD0724F2vE",en,Tweet,191,1504,71,137,188301,2026-05-13 23:26:02,"<a href=""http://twitter

Network accessline 4215

They don't even buy MOCVD equipment?",en,Reply,3,33,0,3,8389,2026-05-13 20:41:35,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4220

My optical picks are very interconnected. https://t.co/4vIAvS1jOl",en,Tweet,159,564,25,67,288669,2026-05-13 20:01:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HIMp8ddaE

Network accessline 4227

Did you listen anon? https://t.co/rGXFKwPC51",en,Tweet,90,801,32,67,216286,2026-05-13 19:40:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HIMlgFyaAAAw7HF.jpg

Network accessline 4228

'2054525651177377951',@Antrunt I’m writing this post in the shower and I forgot to add projections vs current.,en,Reply,2,108,0,13,11079,2026-05-13 19:34:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 4237

In the words of Jensen: “Nebius will take care of you”",en,Tweet,155,1734,109,95,168977,2026-05-13 19:31:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HIMjZh

Network accessline 4242

But I see them executing extremely well, so very happy as is.",en,Reply,4,160,2,6,23032,2026-05-13 19:12:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4243

'2054509882011971994',"@JinYu762 Local Swedish hedge funds, get ready to meet global financial institution inflow with $SIVE.",en,Reply,10,222,7,9,22771,2026-05-13 18:31:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 4246

How fun",en,Reply,4,163,4,7,13063,2026-05-13 18:22:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4249

Which is structurally a large tailwind for $SIVE.",en,Reply,13,204,4,10,24085,2026-05-13 18:08:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4254

Rebalancing takes places May 29th.",en,Tweet,243,1775,111,118,336221,2026-05-13 18:02:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4263

US/Silicon Valley is now speedrunning a Swedish in name photonics company.",en,Tweet,248,1270,65,67,295236,2026-05-13 16:21:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4264

'2054472659841511601',"@PhotonCap Thanks. Sometimes it’s hard to get all the nuances across in a really technically dense field, in terms of what I’m personally seeing.",en,Reply,8,179,4,7,25348,2026-05-13 16:03:47,"<a href=""http://twitter

Network accessline 4269

That’s a reason why so many of these midstream optical companies ended up using such small laser company in $SIVE and as they all grow, Sivers scales with them.",en,Reply,39,148,9,3,22036,2026-05-13 16:00:19,"<a href=""http://twitter.com/do

Network accessline 4288

and now $SIVE for cw CPO.",en,Tweet,862,1759,150,108,431198,2026-05-13 15:53:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HILxoglbMAApVer.jpg

Network accessline 4295

Maybe wait for a larger drop on Soitec.",en,Reply,285,210,15,10,19760,2026-05-13 13:13:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4298

I'm actually red on some of these names like Foci so far.",en,Reply,10,67,0,6,14856,2026-05-13 13:03:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4305

Or Ayar, Jabil, and other customer volume production.  Any added note around new hyperscaler suppliers would be bullish.",en,Reply,50,253,12,9,48439,2026-05-13 12:28:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web Ap

Network accessline 4340

I have high conviction thematically in my supply chain research despite any market volatility leading up until then.",en,Tweet,1377,1808,127,98,552328,2026-05-13 12:06:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 4347

Markets will start pricing in the company all the way past 2028, H2 onward as production ramps.",en,Reply,66,190,7,9,21872,2026-05-13 11:25:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4407

We'll see if this is right or not. (NFA, just speculative financial modeling)",en,Tweet,900,949,90,70,259000,2026-05-13 10:58:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/med

Network accessline 4410

I just don’t share a lot of technical details since I keep these posts high level to make it more digestible for regular readers.",en,Reply,7,82,0,6,6888,2026-05-13 09:24:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 4411

'2054371529681739978',@Kyrentz I’m actually negative on a few names like Auros or Towa. I don’t think it’s worth judging returns in 3 trading days on that though during a macro correction.,en,Reply,12,62,0,5,14976,2026-05-13 09:21:55,"<a hr

Network accessline 4420

There’s little trades in between like glass substrate shifts with $LPK over next 6 months.",en,Reply,214,261,18,15,81668,2026-05-13 09:17:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4427

Sivers is my favorite out of everything.",en,Reply,107,350,39,18,46485,2026-05-13 09:12:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4436

Msscorp is like a 0 to 100 rocket ship if all their competitors get successfully slapped by patents.",en,Reply,58,70,0,6,11466,2026-05-13 09:08:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4455

Just throwing out ideas over long positions I hold, for more purer play CPO exposure.",en,Tweet,496,588,37,55,299023,2026-05-13 08:56:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https

Network accessline 4517

Will start doing DD into mentions.",en,Tweet,5149,3619,358,235,749576,2026-05-13 07:00:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4530

Was just very early but this looks to be the start of a massive growth curve.",en,Tweet,249,490,27,54,132792,2026-05-13 06:27:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.t

Network accessline 4533

Hope it ends up an American company soon enough.",en,Reply,7,153,2,9,11901,2026-05-13 05:57:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4542

Might be a buying opportunity for others since fundamentals of a lot of these companies didn’t change.",en,Reply,13,127,2,5,11500,2026-05-13 05:54:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 4547

Fun thing if war sentiment flips, as they often do with our president… lot of these names should go a lot higher. https://t.co/7JYmFAzcTv",en,Tweet,234,806,32,114,133162,2026-05-13 05:41:48,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 4550

Could have easily seen $FLNC doubling if the company left things alone. But the float unlock creates a ton of psychological overhang, even if nothing is sold.",en,Reply,6,109,1,11,43515,2026-05-12 21:58:46,"<a href=""http://twitter.com/down

Network accessline 4565

Definitely not telling people what to do, presenting new material overhang created by company management.",en,Tweet,188,901,49,126,206166,2026-05-12 21:53:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhon

Network accessline 4572

What’s your best ideas?",en,Tweet,1606,2205,88,501,1098383,2026-05-12 20:53:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4575

There's probably going to be volatility up until then.",en,Reply,10,55,0,10,9980,2026-05-12 19:20:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4580

I'm personally not sure how $LWLG and $POET are worth $2.3B - $2.6B while Sivers is ~$1.5B supplying to a vast amount of hyperscaler suppliers.",en,Reply,26,216,11,16,48843,2026-05-12 19:00:26,"<a href=""https://mobile.twitter.com"" rel=""n

Network accessline 4587

I personally see it as a plus, keeping things lean and scalable from an American perspective.",en,Reply,25,197,4,11,14402,2026-05-12 18:41:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4602

The ones focusing on actual fundamentals are the ones they're mocking.",en,Tweet,198,806,42,77,145078,2026-05-12 18:09:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HIH

Network accessline 4603

'2054081061576131015',@LIWEI_TWCapital Yeah Win should be on there too forgot about it. It's really understated for optical exposure and I see it being  one of the bottlenecks next year since they're helping $SIVE with laser volume ramp.,en

Network accessline 4604

'2054080477783577032',@hmmmmmm1458 $AAOI is extreme pluggable exposure... Still debating if CPO helps them more than it hurts,en,Reply,19,85,1,9,31627,2026-05-12 14:05:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 4605

'2054078726149968224',@mrng2019 Why are we comparing $HIMS testosterone pills with the $TSM FAU supplier for COUPE.,en,Reply,2,85,0,9,22514,2026-05-12 13:58:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,

Network accessline 4606

'2054078458775642544',"@carrymonkey You bunch of donkeys Auros is memory. CPO is photonics, I've gotten like 5 questions about this.",en,Reply,9,155,2,21,13122,2026-05-12 13:57:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 4629

Disclosure: I own most, not all though.",en,Tweet,1835,1886,164,125,302120,2026-05-12 13:47:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2054059605584732429',"@TR0ND0N That’s true, I just had a rando

Network accessline 4630

'2054059605584732429',"@TR0ND0N That’s true, I just had a random thought in my head since this collab between swatch and ap kept popping up on the timeline",en,Reply,1,34,0,2,12532,2026-05-12 12:42:27,"<a href=""http://twitter.com/download/

Network accessline 4633

I’m curious if that will show up in $SWGAY / $UHR (Swatch) stock prices from increased sales? https://t.co/D7cSNURIq5",en,Tweet,148,610,15,90,212267,2026-05-12 12:29:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 4635

だから、間違いないって確信できるくらい、全力でリサーチするようにしてる。 全てが思い通りにいくわけじゃないけど、それでも今年の下半期に向けてTOWAの業績は伸びると確信してるよ。 それに、市場は今回の決算を誤解してると思うから、たぶんここから持ち直すんじゃないかな。",ja,Reply,18,247,5,9,16561,2026-05-12 11:54:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 4636

全てが思い通りにいくわけじゃないけど、それでも今年の下半期に向けてTOWAの業績は伸びると確信してるよ。 それに、市場は今回の決算を誤解してると思うから、たぶんここから持ち直すんじゃないかな。",ja,Reply,18,247,5,9,16561,2026-05-12 11:54:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,, '20

Network accessline 4637

それに、市場は今回の決算を誤解してると思うから、たぶんここから持ち直すんじゃないかな。",ja,Reply,18,247,5,9,16561,2026-05-12 11:54:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4640

But it should play out H2 this year if I analyzed earnings call correctly.",en,Reply,7,61,2,7,8611,2026-05-12 11:29:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4641

'2054040941787488703',@guhan_cr7 What are you smoking msscorp is fine. CPO hasn’t even ramped up yet,en,Reply,1,49,1,5,8654,2026-05-12 11:28:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4650

But it is up triple digits now half a year later when there’s enough time for a thesis to play out. https://t.co/1kJK7WeT9Y",en,Tweet,181,777,31,85,272092,2026-05-12 11:26:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">

Network accessline 4653

I tend to get timing extremely well?? https://t.co/bIbpSXcYtP",en,Tweet,111,1008,24,100,218048,2026-05-12 08:08:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/

Network accessline 4658

So it's better to go long on another equity that actually appreciates in value.",en,Reply,1,85,0,5,13351,2026-05-12 07:28:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4665

Especially when you look at $MSFT contract with $NBIS a lot of it is a major surprise.",en,Reply,9,85,3,3,15347,2026-05-12 07:27:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4668

It's just a very boring type of industry (but great compounders) and investors seem to prefer the $SNDK hypergrowth stories right now.",en,Reply,8,53,3,6,11068,2026-05-12 05:25:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 4673

And if it drops, while it's actually structurally positive, then that's a buying opportunity as seen with $AAOI.",en,Reply,10,85,0,4,10929,2026-05-12 05:23:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4726

Just need to wait a few more months if you have patience. Margins are increasing, revenue/orders deferred H2, dividend hikes, etc.",en,Tweet,290,634,46,81,498300,2026-05-12 05:14:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 4741

$IREN is basically a marketing company at this point, while the other Neoclouds actually allow equity appreciation.",en,Tweet,306,1562,83,198,456196,2026-05-12 04:02:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 4744

I literally called it out in subscribers chat before the entire rally. https://t.co/7dC01zDLJH",en,Reply,6,92,0,16,14153,2026-05-11 23:28:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.t

Network accessline 4745

'2053859471076753440',"@0xMonney Nothings changed with $ALRIB, just no new news. I still have my long positions.",en,Reply,6,62,1,8,13603,2026-05-11 23:27:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4750

So they all got brought up together.",en,Reply,25,191,4,11,68660,2026-05-11 23:22:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4755

So it's hilarious when I see short sellers on names like $AAOI or $SIVE. https://t.co/agPpMQv8Xw",en,Tweet,231,1442,68,131,373002,2026-05-11 23:20:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,http

Network accessline 4766

But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.",en,Tweet,205,1659,97,143,758823,2026-05-11 22:55:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 4781

I think there's a chance for a generational run if a hyperscaler like $GOOGL signs a massive contract.",en,Tweet,706,1471,105,142,500808,2026-05-11 22:40:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,pho

Network accessline 4784

It was actually extremely bullish projections, people shouldn't care about the current earnings reports for $AAOI if it's a 2027 late H1 growth company.",en,Reply,20,146,1,10,17698,2026-05-11 22:25:18,"<a href=""https://mobile.twitter.com""

Network accessline 4789

Convertible notes is actually a lot better way to go than ATMs though.",en,Reply,8,96,1,12,11132,2026-05-11 22:22:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4794

$AAOI up 25.18% since ER drop to $139… and +16.09% today. https://t.co/mP1Yqq5b1A",en,Tweet,191,1343,64,94,287849,2026-05-11 22:16:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://p

Network accessline 4797

People/algos typically react negatively to dilution but in this case with $SIVE it’s incredibly positive",en,Reply,8,156,5,5,11575,2026-05-11 20:20:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 4812

But that starts off by owning the laser chokepoint which they do now",en,Reply,69,296,14,14,24781,2026-05-11 20:15:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4821

But getting access to US institutional capital to accelerate expansion + repricing  out of small Swedish markets is priority.",en,Tweet,92,821,39,106,228877,2026-05-11 20:08:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"

Network accessline 4824

Haven’t sold a single share since it’s genuinely the most compelling laser company I’ve seen as CPO scales up 2027.",en,Reply,16,288,12,12,59921,2026-05-11 19:30:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 4831

I’m curious if anyone listened anon? https://t.co/OFoSaFWSa9",en,Tweet,88,570,27,72,189694,2026-05-11 19:10:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HICL

Network accessline 4832

'2053754352054190457',@MrPelican2025 I would not be surprised if $SIVE became an American photonics company one day.,en,Reply,5,170,3,9,24282,2026-05-11 16:29:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 4837

But this is exactly how Lumentum started owning the laser chokepoint then IP acquisition downstream to capture more TAM.",en,Reply,98,332,22,17,60216,2026-05-11 16:24:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 4838

'2053752402512384503',@m1iles Yay glad to hear that! My goal is to help out the everyday retail investor with new ideas rather than institutions.,en,Reply,1,133,1,6,7081,2026-05-11 16:21:44,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 4841

I’m trying to hit 30",en,Reply,58,205,8,18,110692,2026-05-11 16:18:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4848

I’m kinda impressed with myself ngl? https://t.co/s9FLfTWHGd",en,Tweet,134,1183,46,105,218489,2026-05-11 16:15:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/H

Network accessline 4851

$SIVE is the most compelling CPO long I’ve seen, especially for the laser chokepoint. https://t.co/f1zGx9Bli1",en,Tweet,170,1359,78,112,227991,2026-05-11 15:38:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 4854

Feels like retail investors have been kinda shafted quite a long time by institutions and X is the perfect platform for retail to digest new opinions than reading lowball -60% PTs while institutions secretly buy.",en,Reply,7,149,1,8,8576,20

Network accessline 4867

Anyway, $EWY longs are now up 350%+, just goes to show how much noise there is nowadays.",en,Tweet,142,1067,57,83,327607,2026-05-11 10:06:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.

Network accessline 4872

People should do their own research, just wanted to spotlight an interesting name people can look at on their own.",en,Reply,15,114,0,7,15245,2026-05-11 09:19:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 4883

Of course risks are multi-sourcing/getting designed out, but there’s probably a reason why GS flagged this micro supplier multiple times among $4-10B+ companies.",en,Tweet,1045,1128,62,64,385836,2026-05-11 09:07:51,"<a href=""http://twitter

Network accessline 4896

But it’s something to save for a year and a half later like H1 2028 for plastic optical cables.",en,Tweet,429,761,46,54,265860,2026-05-11 08:31:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4899

The Toto toilet HBM meme keeps showing up everywhere.",en,Tweet,160,800,15,70,471807,2026-05-11 07:33:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4902

Or does it feel like everyone on X or $RDDT made millions off of $INTC, $MU, and $AMD recently? https://t.co/CWEt5rcusn",en,Tweet,165,1525,28,224,242583,2026-05-10 22:42:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 4915

Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.",en,Tweet,2124,2035,197,102,352555,2026-05-10 15:30:58,"<a href=""http://twitter.com/download/iphone""

Network accessline 4920

Hope to see one about a frog next",en,Reply,13,277,1,10,19406,2026-05-10 11:13:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4923

I can’t believe I even guess the mid 2026 timelines on when InP substrates would be bottlenecked lol",en,Reply,8,83,0,6,11384,2026-05-10 08:45:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4926

Which is why I thought it was worth it to go long anyway.",en,Reply,10,64,1,8,14958,2026-05-10 08:42:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 4927

'2053274086370050107',@Abolct I’m up like 1766% on some $AXTI positions but I got banned after it went up 10x https://t.co/yrU1RmzNv7,en,Reply,5,104,2,6,14885,2026-05-10 08:41:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 4942

While I'm sitting in existing bottlenecks up 1800%+, I'm long CPO as the next major supercycle.",en,Tweet,413,1172,70,103,385768,2026-05-10 08:28:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https

Network accessline 4945

$SIVE is the most compelling CPO exposure long I've seen.",en,Reply,48,316,16,8,83518,2026-05-10 06:28:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4950

But names like Goldman Sachs are institutional.",en,Reply,3,62,2,4,12826,2026-05-10 06:16:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 4955

There's still a few % to go for local ownership, so hope they keep posting negative articles.",en,Reply,8,147,1,7,16468,2026-05-10 06:08:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5023

-> Swedish retail ownership  -> US retail ownership  -> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).",en,Tweet,348,1391,106,133,763376,2026

Network accessline 5024

-> US retail ownership  -> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).",en,Tweet,348,1391,106,133,763376,2026-05-10 05:56:16,"<a href=""ht

Network accessline 5025

-> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).",en,Tweet,348,1391,106,133,763376,2026-05-10 05:56:16,"<a href=""https://mobile.twitter.com

Network accessline 5028

A lot of people try and impersonate me or just use AI to just re-write my posts as their own nowadays.",en,Reply,3,112,0,8,13975,2026-05-10 04:36:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5031

But I wanted to do more DD today, just in case the $NVDA architecture changes might have designed or two out.",en,Reply,57,86,0,9,15271,2026-05-10 04:33:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5076

Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.",en,Tweet,1657,2108,150,145,316244,2026-05-10 04:07:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5083

X feed is just AI bottlenecks now, feel like I helped start a new trend? https://t.co/tj7ykBGMyr",en,Tweet,207,1450,46,142,203970,2026-05-09 12:51:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 5084

'2052815415580233886',@Berlinergy Even now they think it’s all me… movement is largely institutions at this point given $AXTI MC size is $6B+ https://t.co/EajF4uIfNp,en,Reply,2,98,1,10,12469,2026-05-09 02:18:29,"<a href=""http://twitter.com

Network accessline 5085

'2052814896258290108',@UpsideExit You try to help them but it’s hard to when they have about the same IQ as $IREN investors https://t.co/DX576R4KNz,en,Reply,1,93,0,10,15180,2026-05-09 02:16:25,"<a href=""http://twitter.com/download/iphone""

Network accessline 5086

'2052813426326695973',@meteoralp92 Wait until you hear see this “photonics expert” commentary about $AXTI https://t.co/hWEO50KnLO,en,Reply,6,88,1,9,12852,2026-05-09 02:10:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 5091

And I got banned later after it went up 10 times. https://t.co/6FrSXod6s8",en,Tweet,325,1651,54,187,391648,2026-05-09 01:55:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twi

Network accessline 5102

And the overarching 9x TAM curve from GS projections.",en,Tweet,656,1511,122,105,389460,2026-05-09 01:15:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HH0CY3

Network accessline 5105

$IREN is a true meme stock.",en,Reply,10,153,0,13,39527,2026-05-09 00:46:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5110

Corrections like this tend to lead to higher highs with a stronger shareholder base.",en,Reply,37,311,21,22,51989,2026-05-09 00:21:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5113

But as I’ve said, bottlenecks with multi-year visibility like $HPS.A or $LITE tend to perform better. https://t.co/WkjoG1jIYu",en,Tweet,452,1141,46,115,420211,2026-05-09 00:14:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 5118

Honestly still not sure why they’re underperforming the market… https://t.co/C9T3qbc8vZ",en,Tweet,425,1534,80,228,359447,2026-05-08 22:42:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,ht

Network accessline 5123

Exciting to see how much markets re-rate this energy company. https://t.co/3RB2u9tBvq",en,Tweet,174,1043,69,128,327605,2026-05-08 21:37:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,http

Network accessline 5128

Now 2 months later they’re giving price targets ~6X+ my thesis post. https://t.co/qrEM43fXv2",en,Tweet,111,741,28,53,221880,2026-05-08 18:32:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 5133

Especially at this tiny MC, having these types of contracts typically leads to massive re-rating. https://t.co/fVroq5VrN4",en,Tweet,433,1319,94,98,376885,2026-05-08 18:21:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 5134

'2052686551579320581',"@milesgillhespy Sumitomo Electric, Furukawa Electric, Mitsubishi Electric, $MTSI, and $LITE",tl,Reply,201,140,9,8,32977,2026-05-08 17:46:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>"

Network accessline 5135

'2052685753843663205',@ashmyro Murica 🇺🇸,es,Reply,1,63,0,4,10141,2026-05-08 17:43:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5138

Then shares go from US retail -&gt; US institutions.",en,Reply,14,87,3,8,11870,2026-05-08 17:41:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5139

'2052684352744788037',@xuefeng_huang If $SIVE goes the ADR route you can do an ADR conversion from Sweden to US and it will just start trading on US markets like $ARM.,en,Reply,15,83,2,5,15044,2026-05-08 17:37:41,"<a href=""https://mobile.t

Network accessline 5140

'2052681904277856305',@SidkMena The Swedish still have another 7.49% before they go to 0.,en,Reply,3,97,1,11,13648,2026-05-08 17:27:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5170

Transfer seems almost complete?",en,Tweet,308,1377,92,146,420887,2026-05-08 17:18:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HHySyjAboAAIEaf.png

Network accessline 5177

Or if they're reading my posts and need time for DD? https://t.co/jwCXyl9mb6",en,Tweet,201,998,30,93,146745,2026-05-08 16:10:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/med

Network accessline 5180

Think another ~3% of the float has been shorted this week so should be around 9-10% around now i think.",en,Reply,6,89,1,4,7952,2026-05-08 16:03:38,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5183

And probably only see TTM revenue and sentiment analysis off news.",en,Reply,4,62,2,3,8383,2026-05-08 15:56:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5188

As for Auros, they supply to Sk Hynix/Samsung and are qualifying their products. My thesis was mainly about waiting for volume ramp sometime to hit H2.",en,Reply,29,51,0,5,7999,2026-05-08 15:51:45,"<a href=""https://mobile.twitter.com"" rel

Network accessline 5195

So there's incremental volume ramp leading to the major supercycle later part of 2027.",en,Reply,40,96,2,4,10430,2026-05-08 15:48:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5196

'2052655598848938233',@Plutonite Maybe August/September is my guess.,en,Reply,15,100,3,6,29411,2026-05-08 15:43:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5201

The amount of hyperscaler they feed into is pretty crazy at that valuation.",en,Reply,35,201,10,13,16270,2026-05-08 15:42:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5218

Creating a frontier company purely from Sweden seems hopeless given local culture.",en,Tweet,216,1168,63,122,285158,2026-05-08 15:35:17,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg

Network accessline 5225

Has a chance to be the most popular one on the largest platform? https://t.co/MsuqG95Y3p",en,Tweet,98,1949,32,152,202363,2026-05-08 11:38:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"h

Network accessline 5226

'2052500006972928271',@nasdaq90 $AAOI is up 451% in the past 6 months while $IREN is up a solid 6%.,en,Reply,3,162,0,19,24083,2026-05-08 05:25:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5231

They just got a risk-free option purchase agreement for allowing $IREN to use their branding and dilute more to buy Nvidia GPUs.",en,Reply,9,178,4,16,28524,2026-05-08 05:23:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 5236

People conflate all the nuances of financing structures, it's actually material if they put $2B into a company like $NBIS.",en,Reply,6,135,6,13,25811,2026-05-08 05:19:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 5241

They're not losing anything for letting $IREN use their brand to dilute more and buy Nvidia GPUs.",en,Reply,8,121,5,15,23310,2026-05-08 05:08:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5244

Still wouldn't want to be the one to get diluted $6B to fund their 5 GW worth of GPU purchases.",en,Reply,5,59,0,8,19777,2026-05-08 05:06:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5257

There's a ""5 GW deployment"" but I'd rather not be the one buying into the dilution to fund it.",en,Tweet,337,1702,93,340,1600755,2026-05-08 05:01:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,htt

Network accessline 5278

It's a forward growth story, so important thing aside from these notes is the earnings call on hyperscaler demand implications and capacity ramp.",en,Tweet,600,1802,134,158,533785,2026-05-08 04:29:09,"<a href=""https://mobile.twitter.com""

Network accessline 5279

'2052473870683451761',@KSimback Super cool post! Fun to see some track history,en,Reply,9,329,0,8,18210,2026-05-08 03:41:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5284

It’s a little entertaining how badly informed reporters are though.",en,Reply,2,171,4,12,15566,2026-05-08 03:06:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5289

But they had 2, not just 1",en,Reply,28,126,4,6,30384,2026-05-08 02:24:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5290

'2052447388972044759',@reallynotu I posted about $AAOI at $30. I’m sorry it went from $30 to $180 then corrected back to $155 lol,en,Reply,7,327,0,26,28971,2026-05-08 01:56:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 5295

Supplying to two different hyperscalers is enormous for a company this size, who knows how big the contracts are.",en,Reply,15,151,4,7,29151,2026-05-08 01:43:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 5300

Not so much so about current revenues.",en,Reply,9,115,1,8,18322,2026-05-08 01:35:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5301

'2052441634521153685',"@Simipandaface As a disclosure, I only have shares. Don't like options on high IV stocks like $FLNC as a general rule of thumb.",en,Reply,15,107,1,7,19958,2026-05-08 01:33:12,"<a href=""https://mobile.twitter.com"" re

Network accessline 5304

Having 2 hyperscaler deals convert sometime in the next few months with unknown figures is probably scary for them. Would probably make them derisk $FLNC over time, adding to buying pressure.",en,Reply,17,127,3,10,24192,2026-05-08 01:30:50,

Network accessline 5321

The current stock price is -50% Feb's prices despite hyperscalers + backlog de-risking the company looks like a great entry point to me (NFA).",en,Tweet,1549,1830,175,146,1391422,2026-05-08 01:09:40,"<a href=""https://mobile.twitter.com"" r

Network accessline 5324

This feels so weird I talk about Faker and Aespa and suddenly they’re doing $GOOGL ads together. https://t.co/U9TJ1XHUDj",en,Tweet,68,548,14,88,247241,2026-05-08 00:48:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 5329

Now $SOI up a few hundred percent. https://t.co/ElgiQPMNhP",en,Tweet,80,745,31,67,199449,2026-05-07 17:49:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHtSww

Network accessline 5334

But they mainly benefit from the start-middle of cycles, then fall off until the next cycle begins. But now's usually a good time before the GCS ramp.",en,Reply,109,148,9,10,44571,2026-05-07 16:55:13,"<a href=""https://mobile.twitter.com""

Network accessline 5335

'2052309328322076706',@PhotonCap Yeah $SIVE is extremely promising exposure to the CPO supercycle coming up.,en,Reply,17,254,4,5,23863,2026-05-07 16:47:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5346

Seems promising for volume ramp wait time.",en,Tweet,353,907,72,61,284119,2026-05-07 16:45:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HHtAJtUboAAK1Sm.jpg

Network accessline 5349

That’s why I’m always so amused interacting with Swedish media.",en,Reply,5,126,1,18,11992,2026-05-07 16:15:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5354

Then $SIVE listed as 1 of 2 laser suppliers in $GFS image presentations. This is called alpha though since you know something others don't.",en,Reply,13,162,5,8,19989,2026-05-07 16:06:43,"<a href=""https://mobile.twitter.com"" rel=""nofollo

Network accessline 5379

Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.",en,Tweet,339,1574,102,173,539610,2026-05-07 15:57:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 5384

It's a massive architectural shift, and completely new optical companies benefit like $SIVE or $SOI that didn't as much before.",en,Reply,36,134,9,9,23079,2026-05-07 15:01:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 5389

This is why I'm willing to spend few months waiting to frontrun institutions on the biggest architectural change at the very bottom. There's revenue bridges in between but scale up CPO is just parabolic volume ramp.",en,Reply,27,123,4,8,909

Network accessline 5414

We know it's coming. Just a matter of waiting.",en,Tweet,516,1219,96,80,255703,2026-05-07 14:44:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HHsnnVzawAA359T.jpg

Network accessline 5419

But it is one of the leaders in glass substrates.",en,Reply,6,43,1,4,8988,2026-05-07 09:47:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5424

Maybe going directly with $EWY longs calls would have been more exciting? https://t.co/7L0p2oeUqQ",en,Tweet,146,609,44,47,232287,2026-05-07 08:51:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https

Network accessline 5427

I don't control day-to-day price movements.",en,Reply,7,77,3,5,9827,2026-05-07 08:49:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5428

'2052187345445872083',"@StockStormX $AMAT is a $340B company, you're not getting much direct exposure to it.",en,Reply,2,41,1,6,13975,2026-05-07 08:42:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5435

Then if you see them succeeding, then HB gets a piggyback + probably ends up supplying yields related stuff to the other players.",en,Reply,38,118,9,6,17345,2026-05-07 08:37:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitte

Network accessline 5436

'2052185311351079359',@tw_crypto_ Yeah I have highest concentration in $LPK... feels like more upstream suppliers like HB/LPK are more derisked than SKC.,en,Reply,33,103,4,7,14178,2026-05-07 08:34:40,"<a href=""https://mobile.twitter.com""

Network accessline 5449

Was going to wait a bit longer but seems markets are pricing in Glass as the next possible memory/photonics trade.",en,Tweet,554,810,51,73,204891,2026-05-07 08:31:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 5456

But feels like I'm one of the few ones out there on X with actual receipts of all the returns + original thesis post.",en,Tweet,176,1152,39,108,486277,2026-05-07 04:40:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 5461

I think it's my proudest one... calling both the 2026 photonics supercycle as well as the most upstream bottleneck. https://t.co/eiYElTtWsE",en,Tweet,105,1045,42,83,217222,2026-05-07 03:18:52,"<a href=""https://mobile.twitter.com"" rel=""no

Network accessline 5462

'2052096324724769167',@hiro_invst Have you not seen $INTC $AMD $ARM this past month?,en,Reply,3,52,0,6,10442,2026-05-07 02:41:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5467

Markets really like AI CPUs huh? https://t.co/hgWPOB6tIN",en,Tweet,75,726,24,83,168656,2026-05-07 02:39:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHqCSX1a

Network accessline 5472

Would prefer to just wait it out and get upside when it comes time to volume ramp.",en,Reply,35,118,3,11,19961,2026-05-07 02:11:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5481

Then they build out supply chains -&gt; volume ramp (2029)",en,Reply,23,100,0,10,10146,2026-05-07 02:06:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5494

""Technology readiness"" is low for MicroLED.",en,Tweet,282,767,40,82,248606,2026-05-07 01:52:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HHp0n0gaUAAJ4RZ.jpg

Network accessline 5511

Before any volume ramp.",en,Tweet,743,2105,132,216,490301,2026-05-07 00:16:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HHphqELbQAANfJ7.jpg,https://pbs.twim

Network accessline 5514

Idk if OpenAi capex is sustainable, but industry as a whole will keep on thriving given national security implications and economic benefits",en,Reply,31,183,7,7,21923,2026-05-06 14:35:12,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 5519

As the ones I’ve posted about so far. There’s a lot more, I’ll share a few later",en,Reply,132,215,5,6,32758,2026-05-06 14:33:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5520

'2051896675913068620',@DrNHJ Yep! Thanks for the news regarding $AAPL and $INTC.,en,Reply,5,66,0,5,22814,2026-05-06 13:27:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5527

Is this the modern day digital gold rush?",en,Tweet,255,2094,73,134,252925,2026-05-06 13:18:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5530

Photonics is down today, but memory + glass helps balance it out.",en,Reply,8,90,3,8,16978,2026-05-06 13:08:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5531

'2051889959972598081',@itsadnyc MSSCorps is CPO inspection...,en,Reply,4,40,0,3,13487,2026-05-06 13:01:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5532

'2051889797451690062',@jukan05 ah thanks,en,Reply,5,86,0,3,23132,2026-05-06 13:00:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5542

Wonder if I missed any major news.",en,Tweet,313,1100,45,73,219443,2026-05-06 12:59:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5553

Especially if you're retail, live in Europe, and only look at last 12 months revenue instead of forward growth.",en,Tweet,1171,1831,155,109,1174328,2026-05-06 11:14:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 5556

I’m saying this is just corporate talk.",en,Reply,3,56,0,5,9103,2026-05-06 10:50:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5557

'2051851132281266585',@marv_jones6 #1 CPO #2 CPO #3 CPO #4 HBM4 #5 glass substrates,pt,Reply,86,166,11,10,24220,2026-05-06 10:26:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5558

'2051849802552590610',@amz_2077 I think many people will be surprised to learn that stocks don’t move in a straight line up.,en,Reply,3,123,0,8,9619,2026-05-06 10:21:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 5563

Remember I sad last year that as photonics ramps up, $AXTI will just keep growing as a critical bottleneck? https://t.co/DfeQa3haIK",en,Tweet,196,778,35,52,158107,2026-05-06 10:16:58,"<a href=""http://twitter.com/download/iphone"" rel=""nof

Network accessline 5572

A lot of the former ""Tier 2"" players I own like $AAOI and $SIVE, are likely elevated in status now given they're not fully allocated to Nvidia.",en,Tweet,456,1157,72,54,380738,2026-05-06 08:26:55,"<a href=""https://mobile.twitter.com"" re

Network accessline 5579

We'll see if markets can put 1+1 together.",en,Reply,34,210,9,8,17659,2026-05-06 07:56:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5590

Starting to make more sense why Ayar made $SIVE the only laser supplier on their website and removed $LITE / $MTSI?",en,Tweet,340,1115,75,69,187898,2026-05-06 07:47:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 5595

This is incredibly bullish for CPO names.",en,Reply,39,247,8,10,38157,2026-05-06 07:22:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5600

But yes, $AMD CPO program likely had to go with other laser suppliers like $SIVE as a result of $NVDA securing capacity.",en,Reply,42,156,9,6,18076,2026-05-06 07:19:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 5617

This is exactly why I have positions in $SIVE, MSScorps, Shunsin, $TSEM, $SOI and others for high beta exposure to the start of the CPO supercycle.",en,Tweet,836,1356,130,67,728123,2026-05-06 07:11:10,"<a href=""http://twitter.com/download/

Network accessline 5620

The actual earnings were expected, mostly curious about 2027 and CPO related stuff",en,Reply,4,85,1,5,10214,2026-05-06 06:58:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5629

They’re all critical to American infrastructure, not exactly parabolic growth names… but great compounders.",en,Tweet,440,768,49,36,206025,2026-05-06 06:48:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 5632

Since I have experience with inting Dravens on my team running it down and flaming in all chat.",en,Reply,5,109,1,7,13701,2026-05-06 03:23:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5635

But D2 peak sadly regular ranked",en,Reply,4,77,0,5,12179,2026-05-06 03:04:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5636

'2051738110845997109',Faker was SK Telecom’s best investment imo.,en,Tweet,111,1468,90,107,335478,2026-05-06 02:57:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5637

'2051712248822030511',@fable_7887 Upstream CPO and HBM4,in,Reply,55,81,1,8,13988,2026-05-06 01:14:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5638

'2051703232062439566',@Rumbourbon23 It’s a hobby at this point,en,Reply,2,121,0,9,13121,2026-05-06 00:39:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5643

Uhhh… YTD is getting a little ridiculous. https://t.co/FJKQjq8YJk",en,Tweet,145,1596,52,150,221366,2026-05-06 00:21:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/m

Network accessline 5646

Or does the universe just not like short sellers? https://t.co/8rYaWornYf",en,Tweet,63,961,27,120,223590,2026-05-06 00:05:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.

Network accessline 5649

Glad to see it age well https://t.co/l0Oxak3s27",en,Reply,2,80,0,9,9736,2026-05-05 19:47:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HHjadM0aEAAzw1_.jpg,ht

Network accessline 5652

Fun to see this idea age well. https://t.co/wx9hQYzJGT",en,Tweet,89,704,19,69,225344,2026-05-05 19:41:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHjZKFBbcA

Network accessline 5663

Directionally long term it's still a hold in my view, anyone's guess what happens short term.",en,Reply,58,189,9,9,25653,2026-05-05 19:14:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5682

I genuinely still don't think retail or markets understand what's coming yet.",en,Tweet,1661,2450,143,159,621171,2026-05-05 17:22:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5697

Feels like I’m seeing something others don’t with photonics?",en,Tweet,599,1589,73,124,398618,2026-05-05 15:54:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5728

This is just extremely early on (H1) before the CPO supercycle starts H2 2026.",en,Tweet,793,1421,105,93,223082,2026-05-05 15:36:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5731

I really think not many ppl know about this name yet.",en,Reply,9,51,0,5,9084,2026-05-05 09:35:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5732

'2051474492648767626',"@Rumbourbon23 Yes, Shunsin is now out of disposition. I added some more positions today.",en,Reply,11,55,0,3,10816,2026-05-05 09:30:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5735

冗談はさておき、燃え尽きない限り、一日中株を調べていても楽しいくらいです！米国市場も海外市場も好きですし、他の人の役に立つように注目銘柄をシェアするのも大好きなんです。",ja,Reply,3,246,1,8,11583,2026-05-05 09:29:50,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5746

But likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.",en,Tweet,493,830,56,71,523139,2026-05-05 09:23:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https:/

Network accessline 5749

Same with Lightmatter.",en,Reply,2,61,1,4,6204,2026-05-05 07:59:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5752

Probably 8 months too early and hyperscaler suppliers might not even decide to qualify them, but markets are moving up anything optical related.",en,Reply,12,61,0,4,7789,2026-05-05 07:43:25,"<a href=""https://mobile.twitter.com"" rel=""nofo

Network accessline 5755

It doesn't happen all at once.",en,Reply,11,154,4,9,12344,2026-05-05 07:30:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5764

The hyperscaler buildout with CPO flows down to this tiny $1.7B MC laser light source in $SIVE.",en,Tweet,270,962,75,64,220262,2026-05-05 06:43:01,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https:/

Network accessline 5767

If you look at Goldman Sach’s report on CPO it’s just a massive vertical line up over the next few years.",en,Reply,24,187,8,13,20318,2026-05-05 02:17:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 5770

Credit to: Plaskpojen for the OSINT find. https://t.co/sj2J0b9ycN",en,Tweet,188,1076,60,85,238925,2026-05-05 01:46:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/me

Network accessline 5781

I think we’re witnessing the rise of the next hyperscaler.",en,Tweet,189,1678,88,137,199958,2026-05-05 01:09:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHf

Network accessline 5784

Unfortunately a lot of media scared off local investors that now missed on all the upside. But I do try my best to inform folks about what’s happening in the broader photonics ecosystem.",en,Reply,6,128,2,9,10519,2026-05-05 00:57:46,"<a hre

Network accessline 5787

Don’t think this will get beat by anything, now that it’s near ~$5.3B MC. https://t.co/eM3UCYsQAR",en,Tweet,429,2015,72,159,427037,2026-05-04 23:25:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 5790

Waiting for volume ramp news.",en,Reply,7,98,0,8,12867,2026-05-04 23:19:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5793

$SOI up enormous amounts lol. https://t.co/djx1SNJTmy",en,Tweet,90,1041,29,87,186916,2026-05-04 23:12:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHe_5tEbgA

Network accessline 5796

Earnings don’t really matter. Just care about indication from management about laser volume ramp for both CPO programs / $JBL and likely $AAPL silicon photonics program.",en,Reply,47,218,6,13,21370,2026-05-04 15:39:06,"<a href=""http://twit

Network accessline 5797

'2051204513357566212',@nirmatanirmatan $ALRIB is taking its time to do makeup,en,Reply,6,90,4,9,17473,2026-05-04 15:37:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5802

With $SOI (silicon photonic substrates) to $LPK (glass core substrates) going in a straight line up . https://t.co/yQbidG44we",en,Tweet,225,1026,38,90,295407,2026-05-04 15:28:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow

Network accessline 5813

Still a small $1.5B MC, while all the others are tens of billions.",en,Tweet,262,1168,85,75,236836,2026-05-04 15:12:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/me

Network accessline 5814

'2051174510158921728',요즘 한국 팔로워분들이 많이 늘었네요. 여러분께 질문 하나 할게요: 에스파를 만나려면 에스엠(041510) 주식을 얼마나 매수해야 하는지 아시나요? https://t.co/AWA30CRVbV,ko,Tweet,123,1129,75,149,273158,2026-05-04 13:38:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 5815

'2051117960987828429',@OGCapital25 Did you finally find out why I'm long Msscorps?,en,Reply,4,40,2,4,11347,2026-05-04 09:53:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5816

'2051106898200674658',@GCV_geoff It's still trading I think.,en,Reply,1,22,0,6,8900,2026-05-04 09:09:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5823

Should have been the biggest indicator.",en,Tweet,343,651,35,38,255537,2026-05-04 09:04:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHb9ulrawAAqov3.jpg

Network accessline 5843

So I found this company very interesting, just wanted to publish some thoughts on this company.",en,Tweet,1100,1359,144,87,648642,2026-05-04 08:39:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 5850

They had their chance to innovate but focused on Melania Coin integrations",en,Tweet,223,1697,46,215,346799,2026-05-04 06:45:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5853

Then Goldman Sachs just drops this banger of projections.",en,Reply,22,192,3,9,21393,2026-05-04 04:26:35,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5854

'2051035384432447769',@tw_crypto_ This is extremely early for CPO. I just help retail find the next supercycles at the very beginning before institutions do.,en,Reply,15,179,2,12,12298,2026-05-04 04:25:16,"<a href=""https://mobile.twitter.c

Network accessline 5865

This is frontrunning the next supercycle. I don't think people realize how wild these projections are yet.",en,Tweet,1016,1572,147,116,395659,2026-05-04 04:18:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 5870

Ayar got mentioned though, but strange they didn't find their upstream laser supplier.",en,Reply,26,115,5,4,14505,2026-05-04 04:07:18,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5873

They missed a ton of names, and I'd focus on those since they're relatively ""undiscovered"" to institutions.",en,Reply,20,116,5,4,16050,2026-05-04 04:04:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5885

3. Furukawa 4. $COHR 5. $LITE",en,Reply,961,621,60,26,89957,2026-05-04 04:02:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5886

4. $COHR 5. $LITE",en,Reply,961,621,60,26,89957,2026-05-04 04:02:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2051028253130006901',"If you're curious about Goldman's Report:

Network accessline 5887

5. $LITE",en,Reply,961,621,60,26,89957,2026-05-04 04:02:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5898

Laser / Light Sources (SiPh): Sumitomo, Furukawa (5801), Landmark (3081), YJ Semi, $LITE, $COHR $AVGO, Etern (https://t.co/Rgl8i5e7N4), Everbright Photonics (https://t.co/hrQbVE0QlT), Shijia Photons (https://t.co/HvJVCM7BMm), Applied Optoel

Network accessline 5900

Laser / Light Sources (EML): Lumentum (LITE), Coherent (COHR), Broadcom (AVGO), YJ Semi (https://t.co/qWTYoY2y6z), Etern (https://t.co/Rgl8i5e7N4), Sumitomo Electric (5802.T), Everbright Photonics (https://t.co/hrQbVE0QlT), Shijia Photons (

Network accessline 5902

Passive Optical Components - Couplers / Splitters: FOCI (3363.TWO), Senko (Private), AFR (https://t.co/v8bWvYaSCp), Everprox (https://t.co/PgwoMVPleI), Lumentum (LITE), Coherent (COHR)

Network accessline 5904

Passive Optical Components - Filters: Shijia Photons (https://t.co/HvJVCM7BMm), Sumitomo Electric (5802.T), Lumentum (LITE), Coherent (COHR), Viavi (VIAV), FOCI (3363.TWO)

Network accessline 5906

Passive Optical Components - Attenuators: Everprox (https://t.co/PgwoMVPleI), Accelink (https://t.co/OjlKPLtkA4), FOCI (3363.TWO), Lumentum (LITE)

Network accessline 5908

Passive Optical Components - WDM: AFR (https://t.co/v8bWvYaSCp), Everprox (https://t.co/PgwoMVPleI), Accelink (https://t.co/OjlKPLtkA4), Ciena (CIEN), TFC Optical (https://t.co/fjsjeuQxcq), Lumentum (LITE), FOCI (3363.TWO)",en,Tweet,2406,17

Network accessline 5911

But that doesn't mean other opportunities aren't undervalued/compelling.",en,Reply,7,66,0,7,7779,2026-05-04 03:08:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5914

Which is why I'm long on them both, easy to scale as fabless, kinda like $NVDA + $TSM.",en,Reply,62,176,5,4,23272,2026-05-03 15:11:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5948

And a small $1.2B Swedish company in $SIVE will be in the center of it.",en,Tweet,689,1586,102,83,249161,2026-05-03 15:01:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5951

I'm just in disbelief people think they're going to have it appreciate in value when they're getting actively diluted $1 BILLION off a $219m MC.",en,Reply,7,94,1,9,25569,2026-05-03 13:08:50,"<a href=""https://mobile.twitter.com"" rel=""nofo

Network accessline 5966

The company is selling offloading shares directly to these idiots.",en,Tweet,200,981,37,159,278926,2026-05-03 13:01:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HHXqI3W

Network accessline 5969

CPO will dwarf a ton of projections, and companies like $SIVE, MSSCorps are still in the $1B range.",en,Reply,229,454,15,14,66859,2026-05-03 12:18:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 5980

Curious if anyone can guess?",en,Tweet,2005,3112,115,304,425074,2026-05-03 12:12:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2050771335501238365',@hcnyl0819 This is literally the 2.5% microscopic di

Network accessline 5981

'2050771335501238365',@hcnyl0819 This is literally the 2.5% microscopic dilution to get funding for NASDAQ listing for $SIVE. It's a highly bullish event contrary to the word dilution.,en,Reply,27,201,1,7,20498,2026-05-03 10:56:02,"<a href=

Network accessline 5982

'2050768824857968725',"@Belisapata Short term, they’re going to get designed out in future gens.",en,Reply,5,42,1,2,15196,2026-05-03 10:46:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5983

'2050763776727904749',@BladeKn68770654 I look really good in that photo. Thanks for sharing!,en,Reply,0,125,0,4,18052,2026-05-03 10:26:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 5996

This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVDA and $AVGO.",en,Tweet,1519,1786,153,94,720421,2026-05-03 10:19:32,"<a href=""http://twitter.com/download/iphone"" rel=""nof

Network accessline 5997

'2050649103303163961',"@Neat_Lama Yeah old days were fun! Thank you, hope you’re doing well too. I’ll always remember that fun note on your fridge.",en,Reply,0,74,0,6,14633,2026-05-03 02:50:20,"<a href=""http://twitter.com/download/iphone""

Network accessline 6002

Now endless people just make up stuff and bait me into replying…",en,Tweet,52,1839,10,307,196005,2026-05-03 02:06:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6011

Thanks Senator Warren. https://t.co/BTn9D61eek",en,Tweet,39,1188,45,73,113650,2026-05-03 00:18:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHU7t5NakAAfiEw.j

Network accessline 6024

Institutions are not your friends.",en,Tweet,155,1325,51,63,279267,2026-05-02 17:14:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHTanrbaoAA3jne.jpg

Network accessline 6029

Better to just long Sk Hynix itself.",en,Reply,15,107,0,6,13598,2026-05-02 16:54:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6034

It’s designed so banks can maintain the garbage status quo of 2 day $3 ach and .05% interest checking accounts.",en,Reply,8,124,4,6,11200,2026-05-02 16:42:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhon

Network accessline 6037

Without actually giving a **** about actual retail audiences.",en,Reply,2,72,0,6,7479,2026-05-02 16:40:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6044

Had hopes we’d actually see some positive change.",en,Tweet,94,777,36,57,251833,2026-05-02 16:32:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6045

'2050483959461753103',@GagHendo007 Because I have 16+ names that are all up 100%+ and there’s too many tickers to mention.,en,Reply,5,139,0,10,17785,2026-05-02 15:54:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 6046

'2050477970738065721',"@YabbaDabba1x Glad to hear! 56% 1M returns are amazing, congrats.",en,Reply,2,103,0,4,19923,2026-05-02 15:30:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6047

'2050477239234646381',@Ishaaaqq To answer that question I’m still holding positions like $AXTI even after 1378% unrealized gains later. https://t.co/yOxz7KGN9a,en,Reply,13,159,0,7,22123,2026-05-02 15:27:24,"<a href=""http://twitter.com/down

Network accessline 6050

I don’t share position sizing since I don’t want blind copy traders. People should manage their own portfolio and build their own conviction. Without just copying me.",en,Reply,18,186,0,13,15378,2026-05-02 15:10:32,"<a href=""http://twitter

Network accessline 6053

Then it just turned into disinformation for clout chasing.",en,Reply,2,49,0,4,4667,2026-05-02 15:05:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6060

Curious how you all did?",en,Tweet,599,2455,52,234,354124,2026-05-02 14:29:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6063

Worked on $SIVE thesis with @Plaskpojken, not some random guy with a cat picture. https://t.co/jekBxsDgNy",en,Reply,28,301,3,11,34359,2026-05-02 14:27:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 6070

This is why they get mad when they see others sharing better ideas for free.",en,Tweet,230,4328,134,267,369982,2026-05-02 03:53:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6073

Congrats",en,Reply,2,119,0,5,6449,2026-05-02 03:00:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6088

Institutions are not your friends. I’m looking out for retail’s best interest though.",en,Tweet,306,1499,61,101,221915,2026-05-02 01:54:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6091

https://t.co/jU3PrI3D1m",en,Reply,5,54,0,6,9633,2026-05-02 01:27:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://x.com/aleabitoreddit/status/2030667380855083222?s=46,,

Network accessline 6102

My $EWY longs are now up ~3x.",en,Tweet,85,741,23,42,201165,2026-05-02 01:24:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHQBOSyaAAATSn2.jpg

Network accessline 6103

'2050258079619629288',@Michael13277144 Makes me really happy to hear that. congrats on hitting $1M+! It’s definitely a big milestone,en,Reply,0,176,1,10,11212,2026-05-02 00:56:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 6106

Wait this is actually working? https://t.co/QC7QEiuBAk",en,Tweet,33,811,28,96,105231,2026-05-02 00:24:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHPzRLlakA

Network accessline 6107

'2050247765540941919',@Rumbourbon23 There's nothing more compelling in the larger cap software/social media bucket than $RDDT,en,Reply,10,94,3,7,19220,2026-05-02 00:15:33,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 6114

Personally think it heads back to $200+ over time (repricing doesn’t happen in a day) since it’s a growing money printer.",en,Tweet,153,886,50,77,226522,2026-05-01 23:56:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 6115

'2050239848334950896',@SaxoDel95616 $SIVEF is undiscovered to institutions.,en,Reply,14,149,1,16,15582,2026-05-01 23:44:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6116

'2050239488455233637',@funniestlines Thanks! Pretty confident I’m #1 in the entire world for performance this year,en,Reply,4,171,0,18,10006,2026-05-01 23:42:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 6122

Hope you listened to my original thesis anon? https://t.co/SCo3h80afN",en,Tweet,361,2088,95,163,179263,2026-05-01 23:32:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.c

Network accessline 6123

'2050102279693635707',"@vz921 I guess it’s just luck calling out $AAOI, $IQE, $AXTI, $SIVE, $SOI, $AEHR, and others that all went up 3x this year?",en,Reply,21,151,1,9,21263,2026-05-01 14:37:27,"<a href=""http://twitter.com/download/iphone"

Network accessline 6124

'2050098063273001303',"@yuntungshieh Shunsin I expect to 3x as well, just on a slower timeframe.",en,Reply,33,64,2,6,17098,2026-05-01 14:20:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6125

'2050096188557529440',@Jos1984482 $LPK is runner up for 3x potential if I had to give a 4th spot to a name.,en,Reply,106,193,9,9,54941,2026-05-01 14:13:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6128

Maybe another 100%-150% over the next year seems plausible.",en,Reply,15,55,1,5,12168,2026-05-01 14:12:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6131

Less likely to 3x as fast but next year it's possible if they become largest 1.6T + laser fab capacity in US.",en,Reply,19,93,2,5,22363,2026-05-01 14:11:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6176

But off the top of my head these three that I own are the most likely ones at this level.",en,Tweet,2166,1871,179,134,609864,2026-05-01 14:02:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '205007339103

Network accessline 6177

'2050073391038951887',@BDANDD Timezone difference. US $SIVEF traded after the space acquisition happened.,en,Reply,0,30,0,3,6296,2026-05-01 12:42:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 6180

$SOI just in a straight line up to a 3x return in 6 weeks… https://t.co/ZW5bAfgvmq",en,Tweet,130,868,29,68,206849,2026-05-01 10:31:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://p

Network accessline 6181

'2050038763989192925',@aphexinvests $SOI I expected a 3x tho and it hit. Idk about Japanese monopolies tho https://t.co/1tFLcidBPm,en,Reply,3,36,0,3,6494,2026-05-01 10:25:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 6186

Maybe I missed something? Will take a deeper look into earnings later",en,Reply,2,18,0,1,3335,2026-05-01 10:04:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6189

Auros (322310) is probably the highest upside long for that.",en,Reply,28,45,1,3,11318,2026-05-01 09:58:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6206

Good time to take a break from watching markets I guess.",en,Tweet,245,519,39,42,396667,2026-05-01 09:54:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHMsbja

Network accessline 6207

'2050028374048092215',@beauty_oe $SOIが3倍になってよかったです！自分の投資シナリオが当たるのを見るのはいつも楽しいですね。,ja,Reply,1,46,1,2,6722,2026-05-01 09:43:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6210

I did appreciate how well management handled execution despite limited funding (relative to US companies).",en,Reply,7,123,0,3,8684,2026-05-01 08:07:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6221

So it’s more dangerous than you think.",en,Reply,16,67,1,7,12058,2026-05-01 07:16:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6226

And it could go very wrong if they weaponize through price hikes.",en,Reply,6,55,0,3,7398,2026-05-01 07:01:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6269

The valuation comes from owning the entire supply chain, not just ""InP substrate creation"" that even institutional analysts dont understand.",en,Tweet,352,799,61,40,216960,2026-05-01 06:54:53,"<a href=""https://mobile.twitter.com"" rel=""

Network accessline 6270

'2049981024785104952',"@OperationATM Still going through the earnings, will look at $AXTI in a bit.",en,Reply,3,34,0,1,8875,2026-05-01 06:35:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6275

Literally makes 0 sense if you care about equity appreciation.",en,Reply,8,124,2,9,14631,2026-05-01 06:19:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6278

From some no name shtco like $SLNH diluting $1B off a $197m MC, with a $500M ATM sold into the open market whenever retail buys.",en,Reply,5,69,1,4,15164,2026-05-01 06:05:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 6281

People are just buying in to get diluted because of a promise of secured power (which is no longer a moat, it was last year)",en,Reply,18,123,4,20,36154,2026-05-01 06:01:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 6284

-&gt; $1B dilution, $500M ATM https://t.co/bvEAoX0hfv",en,Reply,4,80,0,3,12962,2026-05-01 05:53:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHL1WSNbgAARMA-.

Network accessline 6295

They’re all absolutely terrible longs.",en,Tweet,209,1012,45,123,217497,2026-05-01 05:50:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HHL0pG5awAAK1Sc.jpg,ht

Network accessline 6298

Not sure which way it goes, but if it were a company without much visibility going into earnings. Then they reported those types of numbers, would be up a lot higher.",en,Reply,7,68,2,2,8526,2026-05-01 05:17:20,"<a href=""https://mobile.twi

Network accessline 6303

I did it for Micron earlier as an example and got reported gross margins spot on.",en,Reply,45,140,5,6,24876,2026-05-01 05:12:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6321

Astronomical earnings from memory players and they'll likely keep marching upward over this year.",en,Tweet,211,1053,79,80,230567,2026-05-01 04:58:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 6328

Next quarter projections shows it's still growing at a rapid pace.",en,Reply,15,73,0,5,8913,2026-05-01 04:43:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6331

But they just keep printing FCF and growing at fast rates, and raw net income usually drowns out the false narratives.",en,Reply,9,91,0,2,10250,2026-05-01 04:38:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 6334

Valuations will catch up to fundamentals eventually.",en,Reply,3,63,1,3,7999,2026-05-01 04:35:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6348

But fundamentally, if you look at Reddit earnings without the noise, Reddit money printer go brrr.",en,Tweet,216,1105,61,81,147972,2026-05-01 04:31:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 6355

And I see a realistic path to competing with $60B+ $LITE over next few years if they want to speedrun it with downstream IP acquisitions.",en,Reply,68,223,17,11,47477,2026-05-01 04:13:07,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 6360

Point72, $MTSI and others ended up buying $IQE float after my thesis post too.",en,Reply,6,59,0,3,7530,2026-05-01 04:06:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6377

And US institutions now want exposure.",en,Tweet,174,775,50,67,163367,2026-05-01 03:56:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6378

'2049935857621360723',@Sandeman52 I mean… It’s definitely possible? Maybe like one in every few thousand ppl can do it properly.,en,Reply,5,98,0,10,17763,2026-05-01 03:36:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 6381

Hope that turns into $1M+ next year.",en,Reply,5,163,1,5,23840,2026-05-01 03:09:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6382

'2049927277904113795',"@HandersonPhil Yay! Happy to hear that, want to help as many dogs as possible.",en,Reply,2,52,0,4,4750,2026-05-01 03:02:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6383

'2049920512105816146',@LNMDad Don’t have open positions but $YSS is very compelling since I expect defense budgets to keep expanding into space,en,Reply,17,65,0,7,11019,2026-05-01 02:35:10,"<a href=""http://twitter.com/download/iphone"" rel

Network accessline 6394

So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.",en,Tweet,198,990,73,91,278433,2026-05-01 02:20:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,pho

Network accessline 6395

'2049907907039580519',@rulerofbronze5 I didn’t know JPM was a military contractor too with those cannons.,en,Reply,0,53,0,2,5049,2026-05-01 01:45:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 6396

'2049905588197568560',Looks like $JPM is up 1.29% today as it’s anecdotally receiving an influx of new male applications. https://t.co/vPYvLVBTL9,en,Tweet,20,1007,28,99,92994,2026-05-01 01:35:52,"<a href=""http://twitter.com/download/iphone

Network accessline 6397

'2049896246480097542',@vlmkapital @kxshxl Okay thanks that’s helpful. I missed that,en,Reply,3,39,0,1,3596,2026-05-01 00:58:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6398

'2049884034894086462',@Jamie18JB Vindicated,en,Reply,0,21,0,3,5418,2026-05-01 00:10:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6403

It’s just guessing what volume ramp looks like for all the semi companies and how that affects MC.",en,Reply,13,51,1,1,11076,2026-05-01 00:07:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6408

Maybe you took ASP and former TAM estimates previously for that figure? Or just referenced the example PO for 100 machines quote.",en,Reply,1,23,1,5,6035,2026-05-01 00:00:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 6449

We'll see how much the orders are though.",en,Tweet,248,585,54,63,188207,2026-04-30 23:40:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HHKeUc8aoAAJuGB.jpg,https://pbs.

Network accessline 6452

The they causally bought 6.5% of the float on the way up.",en,Reply,2,80,0,7,5793,2026-04-30 17:11:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6455

Don’t think most people or markets realize how many hyperscaler suppliers they map to yet… also they didn’t factor in TAM expansion with IP acquisition yet either.",en,Reply,29,115,9,5,11996,2026-04-30 17:05:53,"<a href=""http://twitter.com

Network accessline 6458

Maybe it’s happening now lol",en,Reply,1,76,1,6,5420,2026-04-30 17:04:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6461

Thanks for pointing it out.",en,Reply,5,81,1,3,7351,2026-04-30 16:59:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6470

Reason a lot of X accounts get popular is people stopped trusting “institutional analyst commentary” since many work against retail.",en,Tweet,124,797,30,60,196460,2026-04-30 16:57:36,"<a href=""http://twitter.com/download/iphone"" rel=""no

Network accessline 6473

But I was about the quote around ""customers"" that raised $250m (Lightmatter $154m + Celestial $100m), so that's more of evidence of direct relationships of Lightmatter buying $SIVE lasers.",en,Reply,2,43,0,1,4390,2026-04-30 16:45:15,"<a h

Network accessline 6488

But when CPO and next-gen photonic architectures scale up, volume ramp revenue will appear out of nowhere on the balance sheet.",en,Tweet,133,624,49,28,171975,2026-04-30 16:27:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twit

Network accessline 6491

Especially if their lasers likely power $AMD CPO, $MRVL CPO, $JBL 1.6T LRO, $AAPL Silicon Photonics, Ayar (AlChip), Lightmatter, O-Net End users (Asian Hyperscalers), and others.",en,Reply,6,78,1,3,14477,2026-04-30 16:11:53,"<a href=""https

Network accessline 6503

Going direct to $MRVL is very bullish for $SIVE.",en,Tweet,156,799,61,36,353274,2026-04-30 16:01:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHI22AmaAAApt6l

Network accessline 6506

It's a forward looking, so need to wait for earnings call. If the call is negative, then any panic is justified.",en,Reply,4,101,0,5,12443,2026-04-30 14:29:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6517

People made this same mistake with $AEHR selling off on previous financials instead of listening to the call.",en,Tweet,213,652,33,61,341140,2026-04-30 14:26:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 6518

'2049669160796553657',@latent_value7 Yeah... $NVDA / $TSM and others all using MSSCorps has pretty big upside imo.,en,Reply,5,42,0,2,12176,2026-04-30 09:56:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6519

'2049665097799459120',@siflower There's no volume ramp for CPO yet.,en,Reply,2,31,0,1,7441,2026-04-30 09:40:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6524

$5-10B+ MC isn't far fetched from $1.4B if they manage to maintain their status.",en,Reply,16,57,2,5,10747,2026-04-30 09:15:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6559

I do see the massive re-rating potential with MSSCorp holding a critical yields chokepoint over CPO, so I went long (NFA, DYOR), this is just my thought process.",en,Tweet,781,864,75,69,458789,2026-04-30 09:00:27,"<a href=""http://twitter.c

Network accessline 6560

'2049648568743682508',@ps_georg I have positions in all timezones so I like to stay awake as long as possible.,en,Reply,2,81,0,5,5039,2026-04-30 08:34:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6563

This is just my directional thoughts, I'll need to see their earnings in two weeks to create a more accurate valuation model.",en,Reply,6,40,1,6,6143,2026-04-30 08:28:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 6580

Just my thoughts, but if my guess is right... it should show up in earnings on the Monday 11th (Tokyo Time) as everyone’s building out HBM4 lines?",en,Tweet,380,578,53,53,213633,2026-04-30 08:25:10,"<a href=""http://twitter.com/download/iph

Network accessline 6591

This just seems very dangerous and hyperscalers might be missing what's happening with ownership of infrastructure.",en,Reply,60,688,14,19,80949,2026-04-30 07:33:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a

Network accessline 6600

I do try and read all the comments though (esp. since I need to remove a lot of the fake account replies nowadays)",en,Tweet,18,670,3,76,78974,2026-04-30 07:06:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>"

Network accessline 6605

Lot of downside like not being able to remember faces, but just numbers.",en,Reply,6,103,0,4,8126,2026-04-30 06:15:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6606

'2049611903497044159',@AstuteKara @frsinvesting I know @frsinvesting was I’m talking about others,en,Reply,0,20,0,1,2859,2026-04-30 06:08:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6607

'2049611695891570923',@0xInitialAce I did in sub chat earlier for clues like competitor lists in SEC filings but I can go further,en,Reply,13,56,1,2,4684,2026-04-30 06:08:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 6612

But I’d prefer just to post my thoughts throughout the day without inadvertent coercison.",en,Reply,1,104,0,8,6739,2026-04-30 06:07:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6631

And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.",en,Tweet,201,408,21,43,420914,2026-04-30 06:01:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 6632

'2049608537039679890',@labubu_trader Hard to go wrong with $FORM or $ONTO. The whole ecosystem is just accelerating so fast right now.,en,Reply,51,83,2,2,18207,2026-04-30 05:55:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 6635

Best signals are more pure play from $FORM and $VIAV.",en,Reply,34,54,1,5,24032,2026-04-30 05:54:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6636

'2049607774024368513',"@nguy38219253 I'm well aware of the name, people don't need to keep typing it in the comments. Just didn't find it compelling enough to take positions in.",en,Reply,2,44,1,1,8112,2026-04-30 05:52:27,"<a href=""https:/

Network accessline 6661

Basically the smaller yields/test ecosystem in general. BRRR.",en,Tweet,1011,1136,101,78,360490,2026-04-30 05:40:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/medi

Network accessline 6666

But they all get derived mainly from hyperscaler capex as an overarching umbrella, which was largely bullish today.",en,Reply,21,67,1,1,10969,2026-04-30 05:06:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 6667

'2049595605190889715',@JuicedWealth I'll do a follow-up once all the transcripts go live. I'm sure there's a ton of nuance in the actual releases so far.,en,Reply,0,51,0,4,10045,2026-04-30 05:04:06,"<a href=""https://mobile.twitter.com"" re

Network accessline 6670

It’s funny how they’re showing this post on Google though. https://t.co/SPMfIbmkj9",en,Reply,0,39,0,2,7452,2026-04-30 04:58:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twim

Network accessline 6673

Depends on what you’re looking at. But earnings were generally positive across the board.",en,Reply,5,74,1,5,13205,2026-04-30 04:57:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6695

Then you get the new fed chair who is gung-ho all in on AI + rate cuts, with Jerome keeping stuff chill in the back (which markets probably like)",en,Tweet,385,1446,74,79,160436,2026-04-30 04:52:18,"<a href=""https://mobile.twitter.com"" re

Network accessline 6698

Depends on execution now, but if they deliver becoming largest laser fab + 1.6T capacity America, could easily be a $30B+ company in a year.",en,Reply,42,114,2,5,23647,2026-04-30 04:01:29,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 6703

I think it’s the next $LITE.",en,Reply,35,176,12,10,55939,2026-04-30 03:59:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6710

I appreciate the $1 the most!",en,Tweet,115,1344,30,91,180509,2026-04-30 03:48:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6711

'2049567767914029328',"@__visionxry__ Bro $ARM is up 45% this month, what are you complaining about lol",en,Reply,2,104,0,6,17469,2026-04-30 03:13:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 6712

'2049566009322004662',@ShadowTrades149 Yeah I did. $20.9M isn’t really very material to a $10B+ company (but helpful) so didn’t cover it.,en,Reply,1,51,0,3,11222,2026-04-30 03:06:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofo

Network accessline 6713

'2049564903187595658',@mi20483980476 https://t.co/RmgdVwAjIr,qme,Reply,9,127,0,8,12139,2026-04-30 03:02:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHGEaswa

Network accessline 6718

Large part of it is just going long on the right sector/players... https://t.co/ZEPkUVVt51",en,Tweet,227,955,41,85,209582,2026-04-30 03:00:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"

Network accessline 6721

Even with hybrid bonding end of decade hbm5, they might just lose one step of the process but remain a critical chokepoint",en,Reply,7,43,0,5,11008,2026-04-30 00:40:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 6724

It’s better to look at fundamentals and MC rather than just looking at the chart to see how much it ran up.",en,Reply,22,60,1,7,11055,2026-04-30 00:35:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 6725

'2049526718202024378',"@ClewyCat No, I’m very tired still. But it’s nice to wake up to $SIVE up 24.94%",en,Reply,2,128,0,10,13843,2026-04-30 00:30:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 6732

Felt like God-Mode when 4.6 first came out and just the stupidest LLM I've interacted with recently.",en,Tweet,72,954,27,148,146766,2026-04-29 19:10:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6743

Just look at $LWLG, $1.9B MC off 1 testing agreement with $TSEM.",en,Tweet,178,997,77,70,147820,2026-04-29 18:37:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media

Network accessline 6748

I do think at $300m MC, the machine supplier to $MSFT quantum, and other quantum dot programs like QD… and silicon photonic applications might get some institutional attention soon. We’ll see.",en,Reply,9,77,5,7,11115,2026-04-29 15:45:07,"<

Network accessline 6753

It’s more of pure play exposure to the next packaging paradigm without the drag SKC has or other segments $INTC has.",en,Reply,17,74,5,8,13603,2026-04-29 15:38:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 6760

It typically goes brrr. https://t.co/46u7msyDIl",en,Tweet,131,640,48,56,154649,2026-04-29 15:30:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HHDmGAKbMAAKB05.

Network accessline 6761

'2049389801850413498',@Investmnt_Eagle Yeah not worth it to lend,en,Reply,0,23,0,2,2780,2026-04-29 15:26:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6787

But it might appear randomly in financial statements down the road.",en,Tweet,207,727,65,40,177975,2026-04-29 15:11:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6792

Hope $HOOD pivots to the right direction.",en,Reply,3,158,1,15,13328,2026-04-29 14:18:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6797

But just current execution (remove payment order flow for options) and lack of int. offerings is horrendous, so interactive brokers is clearly the better choice atm.",en,Reply,14,190,3,14,20656,2026-04-29 13:53:21,"<a href=""http://twitter.

Network accessline 6800

If US doesn’t own enough control of equities in EU, China will try and take over upstream monopolies, as we’ve seen this past decade.",en,Reply,2,114,1,4,11146,2026-04-29 13:35:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 6805

Still not too late, but it’s very strange what their goals are now.",en,Reply,4,127,2,3,10150,2026-04-29 13:34:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6820

Maybe things would have gone better despite digital asset downturn.",en,Tweet,176,1769,83,181,352796,2026-04-29 13:29:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/

Network accessline 6825

Long only equity in Asia/EU shouldn't be treated the same as US short dated options and I hope $IBKR eases restrictions a bit.",en,Reply,6,38,1,6,11369,2026-04-29 08:54:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 6828

2x margin enabled on Asian equities.",en,Reply,3,88,2,9,12525,2026-04-29 08:49:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6833

Even going long with options has less maintenance margin lol.",en,Reply,4,69,0,5,11118,2026-04-29 08:46:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6840

Do you guys just use prime brokers or something to get around this?",en,Tweet,111,531,17,82,237538,2026-04-29 08:42:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6841

'2049261791474221131',@NabQ321 full port it into a chokepoint that has massive TAM expansion over time like glass substrates for advanced packaging or photonics.,en,Reply,59,91,4,11,9200,2026-04-29 06:57:39,"<a href=""https://mobile.twitter

Network accessline 6848

Pretty impressive a lot of the gamer GPU investors made life changing returns",en,Reply,12,128,1,11,13787,2026-04-29 06:56:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6853

But there's always the next Nvidia, as seen with $AMD going from $3 to $300+ recently.",en,Reply,13,126,3,14,18180,2026-04-29 06:53:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6860

TAM expansion is also massive, especially with IP acquisition downstream.",en,Reply,39,94,3,7,12707,2026-04-29 06:50:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6869

Just gotta find the next Nvidia… easy, right chat? https://t.co/6KBjxNBMdD",en,Tweet,203,1625,73,122,202281,2026-04-29 06:25:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twi

Network accessline 6884

Which is basically frontrunning institutions on supercycle names.",en,Tweet,151,732,34,49,151602,2026-04-29 04:42:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6903

During the transition from qualification/pilot -> high volume.",en,Tweet,397,765,62,48,379504,2026-04-29 03:39:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/H

Network accessline 6904

'2049200281108537466',@troyofsparta @tw_crypto_ Shunsin is literally Foxconn. They’re actually the benefit of vertical integration.,en,Reply,2,20,0,7,3923,2026-04-29 02:53:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">

Network accessline 6907

Originally thought it was just $MTSI but there was another tranche sold to existing investors in the filing.",en,Reply,1,29,0,1,4690,2026-04-29 02:52:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 6910

CSP on stuff like $AAOI and others seems promising too.",en,Reply,7,39,1,5,6750,2026-04-29 02:48:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 6911

'2049198798694719719',"@snmart $LPK is one of my favorite names, I tend to be a fan of functional monopolies in new sectors like glass substrates.",en,Reply,24,141,7,6,16063,2026-04-29 02:47:20,"<a href=""http://twitter.com/download/iphone"

Network accessline 6924

It’s a lot easier to sleep at night.",en,Tweet,124,648,31,69,163313,2026-04-29 02:41:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HHA2Db5a8AABb1p.jpg,https:

Network accessline 6929

If they’re doing relatively well in corrections, that just means in positive macro environments, they’ll outperform even more.",en,Reply,7,79,1,5,7807,2026-04-29 01:06:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 6938

That being said, corrections are always healthy to make higher highs.",en,Tweet,166,1198,54,130,168734,2026-04-29 00:13:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.co

Network accessline 6943

eg.  https://t.co/FhrwhfgMk8",en,Reply,4,38,1,0,9521,2026-04-28 16:54:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,https://x.com/aleabitoreddit/status/2030667380855083222?s=20,,

Network accessline 6944

https://t.co/FhrwhfgMk8",en,Reply,4,38,1,0,9521,2026-04-28 16:54:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,https://x.com/aleabitoreddit/status/2030667380855083222?s=20,,

Network accessline 6947

Short term bearish if the other half of the offering was sold to investors that arbitrage convertible notes.",en,Reply,3,39,0,2,9396,2026-04-28 16:13:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 6952

They're in $AAPL, SpaceX supply chains too. So volume scaling for hyperscalers is derisked if you secure allocation and do it through Win.",en,Reply,10,73,2,3,10676,2026-04-28 16:08:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"

Network accessline 6959

Which is why $SIVE is likely still the laser supplier direct to Marvell since they fit celestial specs already, and that just cuts out a middleware player.",en,Reply,15,101,2,4,36956,2026-04-28 16:03:41,"<a href=""https://mobile.twitter.com

Network accessline 6960

'2049034695829262787',"@XtineFang that's hilarious if true, i dont think it's a good idea to copy trade a random on x tho!",en,Reply,5,133,0,11,21901,2026-04-28 15:55:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 7009

And it’s my high conviction long moving forward.",en,Tweet,324,993,81,71,241494,2026-04-28 15:45:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HG-gDn_aEAAP7PC

Network accessline 7014

But they want  to go back to farming red lobsters as well.",en,Reply,19,155,2,3,25612,2026-04-28 15:01:13,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7015

'2049019963688751116',@Bigmug286016 por supuesto! puedo hablar un poco espanol. muchas gracias por tu comentario.,es,Reply,0,22,0,0,3129,2026-04-28 14:56:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7018

앞으로 어떤 일들이 펼쳐질지 너무 기대됩니다!",ko,Reply,1,68,1,3,11666,2026-04-28 14:51:17,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7021

アイデアを世界の他の地域へ広めるのは楽しいですね。",ja,Reply,0,92,0,3,15903,2026-04-28 14:46:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7024

20,000 subscribers is unreal for some random on X. https://t.co/0Wyq4WdZjl",en,Tweet,11,655,7,60,139625,2026-04-28 14:38:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HG

Network accessline 7025

'2049006544097096013',"@tim_pscl I'll make a full list and release it to the public, just doing research into everything right now.",en,Reply,6,99,0,7,12827,2026-04-28 14:03:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitte

Network accessline 7026

'2048971679695794403',@CMSinvestments 10/10,und,Reply,1,26,0,0,11623,2026-04-28 11:44:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2048961099761143960',"@longwashere I wanted to long 041510, SM. If I

Network accessline 7027

'2048961099761143960',"@longwashere I wanted to long 041510, SM. If I acquire enough shares, maybe I can meet Aespa.",en,Reply,33,87,1,11,19734,2026-04-28 11:02:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 7032

Their UI can use a lot of work though.",en,Reply,2,33,0,5,3750,2026-04-28 11:01:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7037

This is going to be fun, I had a lot of ideas in mind I couldn’t long.",en,Tweet,351,2125,72,112,681305,2026-04-28 10:42:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7040

Not sure why disposition rules exist.",en,Reply,3,23,0,4,8691,2026-04-28 09:40:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7043

$SNDK is up 300% YTD so I have high expectations for some names",en,Reply,7,72,0,2,15461,2026-04-28 09:33:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7056

I think everyone focuses on the upstream supply chains nowadays but going long on Broadcom and Marvell doesn’t hurt too.",en,Tweet,370,763,75,40,263511,2026-04-28 08:57:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twi

Network accessline 7059

But Towa is a functional monopoly and kinda flat despite hbm4 capex spend so thought it would be a good trade for earnings coming up on the 10th",en,Reply,8,48,0,6,14291,2026-04-28 08:32:35,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 7060

'2048922375258100181',"@Retardlnvestor I share a ton of ideas for free, don’t feel the need to enter anything. Lot of times it’s better to sit on existing positions and let them play out.",en,Reply,1,74,0,5,10620,2026-04-28 08:28:56,"<a hre

Network accessline 7063

But all the restaurants source their lobsters from the same Maine Red and Blue lobster farmers.",en,Reply,3,72,0,3,11584,2026-04-28 02:43:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7064

'2048835143696335134',@_stockResearch lol found the reason for the drop,en,Reply,1,169,1,4,18277,2026-04-28 02:42:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7085

That’s $POET and $MRVL situation. It’s likely they’ll just go buy lobsters directly since you can’t just spawn Blue lobsters.",en,Tweet,347,1244,57,129,172303,2026-04-28 02:36:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 7086

'2048828450958675992',@notthreadguy I like the term serenity stock,en,Reply,2,167,2,8,15823,2026-04-28 02:15:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7087

'2048824585974649005',@JeremyMaine4 $MTSI plans to buy $IQE out of debt and be a strategic investor? How could this be bearish.,en,Reply,11,117,5,8,19735,2026-04-28 02:00:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter W

Network accessline 7088

'2048823678339891301',@LNMDad This is incredibly positive having $MTSI take $IQE out of debt and be a strategic investor.,en,Reply,6,39,1,3,6406,2026-04-28 01:56:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a

Network accessline 7095

This deal is also to secure long term epiwafer supply. https://t.co/lS2TGFI6v6",en,Tweet,154,629,37,79,143579,2026-04-28 01:53:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/me

Network accessline 7102

But I don't think it matches the same architecture that $SIVE designed into Celestial? Will need to look into it more.",en,Reply,5,58,0,2,12502,2026-04-28 01:45:38,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 7107

But selling off any laser or upstream player doesn't make much sense and it's a good buying opportunity for some.",en,Reply,3,36,1,4,7627,2026-04-28 01:38:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7110

It's harder to do that with Win since they're a merchant foundry, so it's likely $MRVL just goes directly to $SIVE since they already fit Celestial specifications.",en,Reply,2,68,0,2,6909,2026-04-28 00:54:51,"<a href=""https://mobile.twitte

Network accessline 7113

They will likely just make a deal and buy lasers directly from $SIVE, $MTSI, and maybe $LITE is my guess.",en,Reply,5,65,3,1,7893,2026-04-28 00:51:50,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7114

'2048807047794512202',@CryptoZ4 You do realized I posted that at ~$5 when the marketcap was like ~$600m off $420m cash. https://t.co/bQl5AbpzG7,en,Reply,5,96,0,4,7322,2026-04-28 00:50:39,"<a href=""https://mobile.twitter.com"" rel=""nofollo

Network accessline 7119

So they'll need to find other laser partners.",en,Reply,6,77,1,2,8493,2026-04-28 00:33:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7128

That actually might increase the valuations more long term (direct to T1 like Jabil, Marvell) than one-hop through a packaging partner.",en,Tweet,96,678,40,73,143383,2026-04-28 00:27:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow

Network accessline 7133

$MRVL will probably just buy from $SIVE directly and multi-source, maybe $MTSI and design out the packaging side of things in-house.",en,Reply,16,97,3,3,8986,2026-04-28 00:21:13,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitt

Network accessline 7142

There's a reason why all the laser companies are worth tens of billions.",en,Tweet,125,739,46,62,169877,2026-04-28 00:16:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7145

They just buy lasers and package them... and $MRVL can just go directly to the laser source and do the same with some delays to their roadmap.",en,Reply,4,95,3,4,15013,2026-04-28 00:11:34,"<a href=""https://mobile.twitter.com"" rel=""nofoll

Network accessline 7146

'2048794747771424947',"@satyadeva97 @PhotonCap For $POET, not an overreaction. Poet was largely single source customer concentration risk, although they started getting other smaller customers.",en,Reply,1,70,1,3,13733,2026-04-28 00:01:47,"

Network accessline 7151

Laser design is much much harder than the packaging side of things.",en,Reply,5,74,5,3,9930,2026-04-27 23:56:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7154

That's what I said earlier it's a lot easier to do that layer than upstream lasers.",en,Reply,5,95,6,7,16058,2026-04-27 23:44:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7166

But wouldn't be surprised if their light source ends up in Marvell one way or another.",en,Reply,28,231,15,10,16485,2026-04-27 23:37:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7175

That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.",en,Tweet,183,1166,68,185,275491,2026-04-27 23:26:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 7176

'2048689099197059165',@reallldealll I think markets missed Towa given record capex spend from all your memory makers https://t.co/iVmufEGXF8,en,Reply,44,81,3,9,18193,2026-04-27 17:01:58,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 7185

I'll mention some more over time, just gotta find them all.",en,Tweet,358,790,56,63,260042,2026-04-27 16:57:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HG5

Network accessline 7203

Also... ""execution uncertainty"" is literally just passed along to Win Semi, the foundry for $AVGO, so this is chilling.",en,Reply,52,160,5,10,17535,2026-04-27 16:40:38,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 7219

$SIVE on their X did tease volume ramp from development timelines, which I guessed was Apple (H2 2027 ramp or H1 2028), but could be Ayar or Jabil.",en,Tweet,581,1417,86,74,374862,2026-04-27 16:28:58,"<a href=""https://mobile.twitter.com""

Network accessline 7220

'2048672077553758412',"@k_a_y_b_e_e_ How nice of you! Every time $SIVE goes up 10%, I have an expectation that followers donate $1K to a dog shelter!",en,Reply,2,58,0,1,4520,2026-04-27 15:54:20,"<a href=""http://twitter.com/download/iphone"

Network accessline 7221

'2048670204658614297',@vas_203 Super cool that you worked at $GFS and glad to hear it about $SIVE!,en,Reply,0,53,0,1,21516,2026-04-27 15:46:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7224

$AAPL Watch if/when it gets released is likely going to massive for Sivers revenue given they do ~50M units/year.",en,Reply,4,82,2,3,10389,2026-04-27 15:32:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 7235

Feels like Sivers lasers are going to end up everywhere next year.",en,Tweet,215,992,71,68,350995,2026-04-27 15:21:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/med

Network accessline 7236

'2048644395919118482',@Sopcaja Yep. That's one of them I was thinking about.,en,Reply,21,51,0,4,12144,2026-04-27 14:04:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7249

Over in Korea, things like Hanmi Semi (KRX: 042700) have been taking off, up 27.6%+ today, so I'd guess the other companies around the world might play catchup soon.",en,Tweet,466,1084,53,68,419112,2026-04-27 12:40:14,"<a href=""https://mob

Network accessline 7260

All the value derived from AI will go to shareholders, without requiring the cost of labor.",en,Tweet,512,1887,108,153,230061,2026-04-27 03:10:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7265

Depends on the name!",en,Reply,78,106,1,6,27097,2026-04-27 01:54:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7268

Mistyped #1 and should have used the term pushing* instead of pushed. https://t.co/CrzGnh4Hw2",en,Reply,6,49,1,5,20158,2026-04-27 01:51:27,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twi

Network accessline 7273

Many others I like though like $HPS.A or $SOI.",en,Reply,399,396,24,20,60292,2026-04-27 01:48:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7325

Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.",en,Tweet,3512,2832,250,149,536230,2026-04-27 01:09:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 7326

'2048309693916012559',@R42t0r It got delayed because it signaled they're actively preparing for NASDAQ listing (which is a positive thing),en,Reply,3,86,0,3,7913,2026-04-26 15:54:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 7331

""Buy the drop when Swedish people sell in the morning, then sell to Americans in the afternoon""",en,Reply,9,110,3,5,8665,2026-04-26 15:46:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7334

But all the respect to DNB for looking at forward shifts in the market.",en,Reply,2,68,0,3,6795,2026-04-26 15:43:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7337

Win is the foundry for $AVGO and existing SpaceX/Hyperscaler supply chains, so it's heavily dependable.",en,Reply,20,118,2,3,11185,2026-04-26 15:38:18,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7360

As their frontier companies provide back to locals through taxes, economic growth, and job growth.",en,Tweet,371,1096,87,70,435221,2026-04-26 15:20:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,htt

Network accessline 7361

'2048273235838632369',"@yuntungshieh Uhh just donate to your local dog shelter + adoption charities, it costs ~$600 per dog to make them happy the rest of their lives by finding a home",en,Reply,1,137,0,4,6552,2026-04-26 13:29:29,"<a href="

Network accessline 7364

I’m just genuinely surprised by the recent virality. I’ll do my best to make sure I can help more folks",en,Reply,1,152,0,3,6876,2026-04-26 13:26:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 7365

'2048272048989077854',@XtineFang Yeah!! I was 58K 2 months ago before all the mainstream media called me a meme trader lol https://t.co/ZEXWqUT6N1,en,Reply,0,43,0,3,5815,2026-04-26 13:24:46,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 7370

wtf is this account growth, it’s outperforming my YTD? https://t.co/tRxzTt5iOd",en,Tweet,38,1130,9,105,116329,2026-04-26 13:18:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.t

Network accessline 7373

Not the have $10M sitting on the side and full port challenge in a spinoff portfolio",en,Reply,3,217,0,8,25060,2026-04-26 10:15:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7374

'2048203587495584092',@finanzasanonima Situational Awareness is not full port $IREN,en,Reply,1,18,0,3,11269,2026-04-26 08:52:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7377

Then get others to buy into active dilution.",en,Reply,0,72,0,3,8366,2026-04-26 06:25:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7378

'2048158948394729563',"@DeepValueBagger Yeah they're the lowest signal, lowest IQ group of folks you'll ever meet on here.",en,Reply,2,48,1,7,16421,2026-04-26 05:55:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 7379

'2048157185763656141',@babyfolio Unfortunately I don't like to go into personal attacks like those in the $IREN community.,en,Reply,0,59,0,4,8864,2026-04-26 05:48:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</

Network accessline 7382

To get retail investors to buy into active ATMs after hitting millions of views?",en,Reply,3,119,1,5,8182,2026-04-26 05:47:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7391

It's an insult to anyone who actually does OSINT/Supply Chain mapping.",en,Tweet,82,687,33,109,219969,2026-04-26 05:42:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HGyC

Network accessline 7394

Then their board member fabricates information all the time then deletes it after the stock that has an ATM going on crashes.",en,Reply,5,78,2,5,19903,2026-04-26 05:30:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 7395

'2048149289051066801',"@BowTiedClaw I don’t have many high conviction names, so this is pretty telling",en,Reply,2,26,1,2,18642,2026-04-26 05:16:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7396

'2048146716818563091',@tommyleed8888 I get a lot of dumb comments every day... But I don’t think I’ve ever lost brain cells reading them before until I interacted with the $IREN community on X,en,Reply,1,52,0,4,16436,2026-04-26 05:06:44,"<a

Network accessline 7399

The AI he uses could use some fine tuning tho",en,Reply,0,22,0,1,3796,2026-04-26 05:05:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7404

And now $IREN community member IQ.",en,Reply,61,127,0,13,38293,2026-04-26 05:02:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7405

'2048143244673081730',I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.,en,Tweet,157,1541,49,244,351993,2026-04-26 04:52:56,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 7406

'2048137369405325468',"@Sopcaja lol still can’t believe $MXL shot up 70% a day later, my timing is pretty uncanny",en,Reply,6,53,0,5,13405,2026-04-26 04:29:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 7411

For current valuations, I’d say it’s more priced in near term.",en,Reply,84,185,4,9,37814,2026-04-26 04:20:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7412

'2048134616121500131',@Quantrarian52 I’m a fan of $ASX? And converted their reports over accelerating CPO to H2 2026.,en,Reply,23,57,1,1,17833,2026-04-26 04:18:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 7415

Xで影響力のある人たちと絡めば絡むほど、彼らがいかに何も分かっていないかを思い知らされる。",ja,Reply,8,193,6,8,29175,2026-04-26 04:17:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7444

Before institutions figure out sooner or later by paying $20k for equity research reports.",en,Tweet,2371,2386,176,101,473380,2026-04-26 04:00:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7447

I mentioned Shunsin April 12th, so 13 days ago as Foxconn's CPO optical/testing arm. I'm down too on that (sadge), but I expect it to outperform over the next year.",en,Reply,13,91,0,3,10421,2026-04-26 03:44:31,"<a href=""https://mobile.twi

Network accessline 7463

There's actually a strategy here that repeats... (as seen with the other 16 triple digit return stocks).",en,Tweet,797,1450,80,84,403932,2026-04-26 03:34:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,pho

Network accessline 7468

Bunch of false claims out there but regardless, information is positive sum!",en,Reply,5,62,2,5,4171,2026-04-26 01:37:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7475

Media was against all of them while they were small. But just need to look past that noise.",en,Reply,52,214,14,9,23956,2026-04-26 01:21:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7480

But I expect people to just buy into the fomo/news anyway.",en,Reply,8,45,2,9,19040,2026-04-26 01:16:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7489

By the time they do, you miss out on all the upside.",en,Reply,9,93,2,3,12318,2026-04-26 01:13:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7492

A lot of my thesis posts talk about Japanese or Taiwanese names, but I talk about US stocks a lot like $AMSC, $ARM recently or stuff like $NBIS and $RDDT?",en,Reply,21,72,1,4,24682,2026-04-26 01:07:14,"<a href=""https://mobile.twitter.com""

Network accessline 7497

Kinda feeling the same with $SIVE and $LITE? But we'll see.",en,Reply,17,98,1,8,9314,2026-04-26 01:04:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7498

'2048085265126982081',"@TheBullLens I do see it happens a lot. Nothing I can do about it, so I just don't let it distract from the research I do.",en,Reply,0,92,0,1,6460,2026-04-26 01:02:33,"<a href=""https://mobile.twitter.com"" rel=""nofo

Network accessline 7516

But everything is just speedran from 5 years to months due to AI capex acceleration.",en,Tweet,608,1620,65,97,188099,2026-04-26 00:54:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twim

Network accessline 7517

'2047903805145280963',@justfisch2 I liked Slivers pizza downtown because it reminds me of $SIVE now.,en,Reply,1,107,0,4,8268,2026-04-25 13:01:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7544

Think it will be fun!",en,Tweet,107,2463,35,270,127153,2026-04-25 09:34:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HGtr6ZOboAAmTYR.jpg

Network accessline 7545

'2047814774726214098',"@TLEROY5 I don't see $SOI becoming a $40B company, maybe $~8B-12B in a year.",en,Reply,22,51,0,2,12107,2026-04-25 07:07:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7546

'2047814562330943910',"@miss_middletonn $IQE is up like ~260% since I posted. There's going to be volatility along the way, but nothing too material.",en,Reply,5,56,0,3,12987,2026-04-25 07:06:52,"<a href=""https://mobile.twitter.com"" rel="

Network accessline 7547

'2047814308193849466',@TLEROY5 $SOI is only up like 160% so far.,en,Reply,1,30,0,2,10123,2026-04-25 07:05:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7556

Probably my most legendary thesis post since $AXTI. https://t.co/8rOZNdV9bX",en,Tweet,902,2057,120,150,490676,2026-04-25 05:30:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/me

Network accessline 7557

'2047762479917482350',@hamza_hsn Oh nice! What positions did you end up taking,en,Reply,0,24,0,4,4611,2026-04-25 03:39:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7562

Retail ownership is a great way to prevent hostile takeovers and control from foreign adversaries.",en,Reply,18,213,2,7,22709,2026-04-25 01:44:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7565

I mean AMSC is up 8.58% and PLPC is up 6.37% today, they don’t just go up 48% in a day.",en,Reply,17,51,2,3,11162,2026-04-25 01:39:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7568

Lot of these players will get record inflows for capex + capacity growth from federal funding.",en,Reply,9,55,0,2,6071,2026-04-25 01:32:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7569

'2047729814581432398',@01100101j When $SIVE hits 1000% sure.,en,Reply,10,119,1,4,54831,2026-04-25 01:30:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7574

Did you listen to Optimus anon? https://t.co/dUWQBpPu0y",en,Tweet,158,753,27,77,207666,2026-04-25 01:28:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGr_Avqb

Network accessline 7575

'2047711415994376288',"@offermemoneyXYZ Yeah, I was down a bit on $AXTI but glad it’s back at 1057% gains… https://t.co/VU9achD3MW",en,Reply,3,87,0,7,10201,2026-04-25 00:17:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 7578

My neighbors kept going at it and I got too distracted past few days",en,Reply,2,50,0,9,8686,2026-04-25 00:11:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7579

'2047707424703049809',@UlquiorraRises No? I’m still holding $IQE just down a lot to a small 246% gain https://t.co/eAXSp0sb75,en,Reply,12,88,0,3,21006,2026-04-25 00:01:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 7580

'2047706321160729032',"@mi20483980476 Eh, adjacent, they’re in multiple spaces but have T1 optical transceiver companies",en,Reply,2,38,0,3,8668,2026-04-24 23:56:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 7590

Hope you didn’t sell and try and chase other bottlenecks anon? https://t.co/Ft2p94bDWR",en,Tweet,550,1718,102,142,186901,2026-04-24 23:55:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"h

Network accessline 7597

And I see names like AAOI continuing to grow as optical transceiver + Made in America supply chains grow.",en,Tweet,130,800,34,71,126731,2026-04-24 22:45:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 7598

'2047682921545498835',@CludioNune67383 Yeah? That means $SIVE is actively doing the steps to list on Nasdaq not just “thinking about it”,en,Reply,4,58,1,2,6564,2026-04-24 22:23:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 7599

'2047590663450243208',"@miraclemaster07 A lot of Taiwanese stocks like shunsin, fittech, win semi and others corrected recently. It's just normal volatility, nothing's fundamentally changed, still like them all.",en,Reply,9,56,0,5,7562,2026

Network accessline 7610

US markets typically price things 12 months in advance, but I understand if Europe does things previous 12 months.",en,Reply,7,90,2,4,6545,2026-04-24 16:02:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7615

That fits $SIVE R&amp;D laser specs + applications then?",en,Reply,5,86,1,3,12603,2026-04-24 15:50:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7618

Maybe you can name another consumer hardware company shipping 50M+ units yearly that fits their R&amp;D laser specs + applications?",en,Reply,3,59,0,1,5833,2026-04-24 15:30:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 7623

Not the ""bring anyone else successful down"" type socialism.",en,Reply,3,59,0,7,6488,2026-04-24 15:27:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7624

'2047577584528162838',"@veggiepoultry @StormDirac Rockley went down, which is likely the reason why $SIVE became the $AAPL supplier.",en,Reply,1,49,0,1,4991,2026-04-24 15:25:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitte

Network accessline 7625

'2047576877574103455',@Embezzl3r Yeah makes sense about seeing their reactions to $AAPL as their hinted hyperscaler customer for volume ramp.,en,Reply,1,35,0,0,4197,2026-04-24 15:22:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"

Network accessline 7630

Just uncanny timing, they're free to waste their time.",en,Reply,3,51,0,2,3296,2026-04-24 15:17:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7633

Yet most of the comments in a certain place were negative. Amusing indeed.",en,Reply,1,93,0,5,7782,2026-04-24 15:03:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7638

Expected volume uptick / MC increase to be a catalyst though around guessing timing.",en,Reply,6,61,1,4,12226,2026-04-24 14:59:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7643

People get upset and start shorting. It's an amusing culture.",en,Reply,4,60,1,1,8577,2026-04-24 14:51:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7665

Cool thing about X is you learn something new every day interacting with global audiences.",en,Tweet,389,1164,96,110,294930,2026-04-24 14:42:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://p

Network accessline 7666

'2047552506700669157',"@Matrix_B0SS $AAPL high certainty uses them too for next-gen apple watches, so that's 7/7.",en,Reply,17,152,4,3,14794,2026-04-24 13:45:33,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 7708

Not too shabby?",en,Tweet,1140,1645,100,66,314420,2026-04-24 11:38:13,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7717

Close to halfway there to Elon?",en,Tweet,38,1222,22,105,174994,2026-04-24 09:20:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGohZ2sa8AAgMSU.jpg

Network accessline 7720

I think I’ll stop sharing mine just to let others feel better?",en,Tweet,52,1085,10,82,294021,2026-04-24 08:25:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7723

Prefer not to comment on some of these names just in case it adds volatility.",en,Reply,10,69,0,0,21474,2026-04-24 05:31:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7724

'2047427315416887497',"@BitcoinAIGuy I’m still bearish on $IREN due to $6B ATM overhang, even if there’s rumors they’re doing colo. I was long last year you know.",en,Reply,11,122,1,8,28635,2026-04-24 05:28:06,"<a href=""http://twitter.com/

Network accessline 7739

Because there’s likely going to be some random green candle that you miss out on chasing the current news cycle.",en,Tweet,1809,2816,194,115,337409,2026-04-24 05:23:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 7740

'2047422038026113268',"@InvestorCanna @AtlasShrug1 Because you can hit 10,000% if you manage to ride every single bottleneck momentum correctly?",en,Reply,3,64,2,2,6028,2026-04-24 05:07:07,"<a href=""http://twitter.com/download/iphone"" rel

Network accessline 7743

Feeling the fomo for sure",en,Reply,12,84,1,8,22108,2026-04-24 04:47:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7748

Cost at Apple scale is also much much cheaper in terms of unit economics.",en,Reply,4,85,1,2,10579,2026-04-24 04:44:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7751

Semi earnings, Made in America, CPU bottlenecks, and Intel Foundry go brrr. https://t.co/st3D8wfsFi",en,Tweet,65,1015,42,72,111281,2026-04-24 04:32:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 7752

'2047396770062471462',@woofystocks Sydney Sweeney as the CEO would have sent $LULU up 300%,en,Reply,2,176,1,4,7663,2026-04-24 03:26:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7759

I’m just speechless. https://t.co/GAE7pnx8qJ",en,Tweet,23,718,21,70,111532,2026-04-24 03:21:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGnPQUpb0AADJdO.jpg

Network accessline 7760

'2047388567119569379',@Spunkybunny520 Everything from $AAOI to $AMSC today had a healthy correction from macro.,en,Reply,12,94,1,1,12444,2026-04-24 02:54:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 7761

'2047387839789433134',"@centraly22 I wouldn’t have high conviction long on a $850m MC photonics company if they weren’t likely volume ramping to $AAPL, $MRVL, $JBL, Ayar, and others in a years time.",en,Reply,14,137,3,3,14405,2026-04-24 02:

Network accessline 7764

Alongside the same technology for other product lines Apple offers.",en,Reply,5,55,1,3,7027,2026-04-24 02:47:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7765

'2047383930723238267',"@XtineFang lol! I definitely didn’t bring 355k, just contributed to a material fraction of that.",en,Reply,1,47,0,1,8060,2026-04-24 02:35:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 7770

But I went long to get the upside from all development for the past 5 years with Ayar, $AAPL, and other for 2027 volume ramp.",en,Reply,10,85,5,0,10510,2026-04-24 02:32:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twi

Network accessline 7777

People really underestimate the company just by looking at the MC.",en,Reply,13,99,6,4,9519,2026-04-24 02:29:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7780

Win is massive and is the foundry for SpaceX supply chains and $AVGO.",en,Reply,10,108,3,1,10926,2026-04-24 02:11:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7789

Then with whatever Apple does, you’ll get $GOOGL, Samsung, and the others following along next.",en,Tweet,394,1255,104,134,604419,2026-04-24 02:02:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 7792

But good thing is, they raised enough to last another year…",en,Reply,4,80,0,4,9580,2026-04-23 18:24:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7799

I'm getting PTSD from the FTX equity/FTT token but with OpenAI equity.",en,Tweet,106,781,41,69,149488,2026-04-23 18:03:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HGlO

Network accessline 7800

'2047239772733898862',"@x4tsr Probably would have been millions in referral fees… it’s okay though, improves $IBKR earnings net income by a tiny bit.",en,Reply,1,55,0,4,9250,2026-04-23 17:02:52,"<a href=""http://twitter.com/download/iphone"

Network accessline 7803

But it legitimately is the better brokerage right now, I’m surprised $HOOD doesn’t have international stocks. https://t.co/yMEZOXtI9w",en,Tweet,92,857,34,77,286967,2026-04-23 16:58:44,"<a href=""http://twitter.com/download/iphone"" rel=""no

Network accessline 7812

Special thanks to the media over there. https://t.co/eLMqRQ5CSB",en,Tweet,237,1134,60,110,270557,2026-04-23 16:33:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/medi

Network accessline 7821

Otherwise, for long term investments, can just hold, let it compound, and use margin withdrawal to not trigger capital gains.",en,Reply,86,225,10,11,43359,2026-04-23 16:24:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 7822

'2047222249607111062',@leglock140448 I have high conviction in $SIVE. All my historical high conviction picks are green by a lot like $HOOD back at $20 or $RKLB in the 10’s.,en,Reply,13,103,4,4,11275,2026-04-23 15:53:14,"<a href=""http://tw

Network accessline 7823

'2047219504913219687',@Jesusjlloret I’m not sure how to respond to something so stupid,en,Reply,2,107,0,4,9586,2026-04-23 15:42:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7828

One of the most undervalued opportunities I see today.",en,Reply,22,165,6,3,17675,2026-04-23 15:40:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7831

Majority of others don't really understand though, so flowchart format always helps.",en,Reply,6,115,2,4,12367,2026-04-23 15:23:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7832

'2047213155781370257',@LMutaaya It's Win Semi... so yes.,en,Reply,2,49,0,2,10638,2026-04-23 15:17:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7833

'2047212582378045680',"@SpilledMocha I'm convinced $SIVE could 10x from here if there's enough CPO/1.6T volume ramp from Marvell, Jabil, Ayar, O-Net, and others.",en,Reply,25,130,3,4,10730,2026-04-23 15:14:49,"<a href=""https://mobile.twitt

Network accessline 7836

I've been focusing on their DFB lasers going to AI datacenters the most personally, since that's their core revenue drivers in the future.",en,Reply,16,165,9,2,34189,2026-04-23 15:09:01,"<a href=""https://mobile.twitter.com"" rel=""nofollow

Network accessline 7885

$SIVE looks like one of the most unknown photonic stocks on the market that's yet to come.",en,Tweet,1709,2155,259,118,463004,2026-04-23 15:03:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://

Network accessline 7886

'2047191396097118458',"@PeterSikachev It's 2027 ramp, wouldn't judge any upcoming photonic names based on current earnings.",en,Reply,1,31,0,2,5324,2026-04-23 13:50:38,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 7891

$INTC also have their own fabs that they bought back recently so it's happy.",en,Reply,44,69,4,2,12607,2026-04-23 13:27:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7906

Looks like we've come full circle?",en,Tweet,316,1060,88,49,157621,2026-04-23 13:15:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HGkNrqvaEAAnxxs.jpg

Network accessline 7909

They really need to change some of their trading policies.",en,Reply,0,23,1,2,3817,2026-04-23 12:38:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7914

LPKF Laser feels de-risked since we know glass core substrates are up and coming and they hold a fundamental chokepoint at tiny valuations.",en,Reply,104,213,16,3,39351,2026-04-23 12:37:13,"<a href=""https://mobile.twitter.com"" rel=""nofol

Network accessline 7923

But I expect CPO related names to heavily outperform any macro climate and lead to more ATHs.",en,Tweet,245,635,33,48,115069,2026-04-23 12:19:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,phot

Network accessline 7928

But there's some niche upstream companies the governments miss.",en,Reply,4,38,0,3,8020,2026-04-23 09:09:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7933

Only thing to prevent this is enough American ownership or awareness.",en,Reply,10,75,1,3,9343,2026-04-23 08:40:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7962

Eventually policymakers will pay attention and prevent this from happening if all the movement happens from grassroots (retail) and bottom up.",en,Tweet,553,1110,71,65,277188,2026-04-23 08:29:10,"<a href=""https://mobile.twitter.com"" rel="

Network accessline 7967

To make sure hyperscalers get the materials they need to go brrrr.",en,Reply,2,88,0,13,9466,2026-04-23 07:00:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7972

Part of that is subsidizing the capex until profitability.",en,Reply,10,90,4,2,10752,2026-04-23 06:57:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 7985

(Disclosure: I’m American, and heavily biased toward US)",en,Tweet,578,1267,73,98,332386,2026-04-23 06:53:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HGi2R

Network accessline 7988

How does a $200B+ company go up 12% https://t.co/4BNSjjk88c",en,Tweet,230,1251,48,96,496093,2026-04-23 04:48:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGi

Network accessline 7991

And Trump + DoE are more likely going to give funding to the names with America in its name tbh...",en,Reply,11,74,3,3,16381,2026-04-23 03:34:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7992

'2047035014488158442',@PhotonCap yes,und,Reply,0,115,0,4,14202,2026-04-23 03:29:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 7997

I think it's basically ""Anything but China""",en,Reply,3,60,2,5,12501,2026-04-23 03:25:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8000

There's too many names... can't get exposure to everything.",en,Reply,6,41,2,3,17686,2026-04-23 03:20:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8005

These names are slower compounders compared to pure play AI ones... But critical to national security.",en,Reply,12,61,1,4,9805,2026-04-23 03:16:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8050

There's probably going to be a bunch of DOE contracts in the next 3-6 months like "" DoE Awards ___ to $POWL "" off this act is my guess.",en,Tweet,2153,1652,209,88,943000,2026-04-23 03:12:29,"<a href=""https://mobile.twitter.com"" rel=""no

Network accessline 8053

People don't need to get exposure to every story that pops up with $NVDA.",en,Reply,15,97,1,4,27106,2026-04-23 02:39:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8054

'2047021963391238380',"@pennycheck Was aware of $AOSL, just went with $NVTS instead.",en,Reply,33,100,4,7,61503,2026-04-23 02:37:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8057

Found links to $MSFT for HTS technology for their HTS wire segment. Grid segment should be a beneficiary too.",en,Reply,20,50,2,3,19663,2026-04-23 02:36:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8068

I know others really liked $VICR for exposure.",en,Tweet,475,904,70,90,768964,2026-04-23 02:27:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HGh5RsRbAAEyePz.jpg

Network accessline 8069

'2046919415590228475',@LNMDad Small positions in $POET,en,Reply,9,100,2,17,48830,2026-04-22 19:49:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8076

Markets haven't fully priced in either yet imo.",en,Tweet,152,818,74,68,410166,2026-04-22 19:46:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8077

'2046913580172460411',@jcolt1111 not anymore with the recent rally and future US nadaq listing.,en,Reply,2,54,1,2,8138,2026-04-22 19:26:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8078

'2046911317307719919',@Clement_Ang17 That would be hilarious if they worked at UBS,en,Reply,1,21,0,1,8021,2026-04-22 19:17:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8087

with links to $GOOGL, $MSFT, $AMZN and other hyperscalers.",en,Tweet,134,706,38,55,256650,2026-04-22 19:00:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGgTB

Network accessline 8090

https://t.co/iBUxmlcYVj",ja,Reply,5,25,0,2,10680,2026-04-22 18:21:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,https://x.com/aleabitoreddit/status/2031648475310616604?s=46,,

Network accessline 8095

But stuff like glass core or dfb lasers should scale past 2028 and this is the beginning of the next volume ramp from architectural shifts in photonics or advanced packaging.",en,Reply,24,80,1,2,11865,2026-04-22 18:19:30,"<a href=""http://t

Network accessline 8098

They have all the stars aligned right now.",en,Reply,30,106,6,5,10471,2026-04-22 18:16:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8110

Regardless, Europe has something to be happy about from being important to American hyperscalers.",en,Tweet,312,913,62,71,363985,2026-04-22 18:11:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 8113

Just ridiculous performance in European semi land… and they all happen to be my picks. https://t.co/hoA4W0un3i",en,Tweet,65,613,23,54,144119,2026-04-22 17:31:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 8118

Thats how control of the company gets transferred while it’s still small.",en,Reply,6,169,4,10,15821,2026-04-22 17:19:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8123

I wonder if markets know who the upstream laser supplier is yet? (hint: $SIVE). https://t.co/flfx9NVkxk",en,Tweet,276,1361,90,79,308117,2026-04-22 17:10:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone<

Network accessline 8134

Happy to help share my thoughts for free though.",en,Tweet,138,1508,28,84,160047,2026-04-22 08:34:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGeD0yIboAAKYV

Network accessline 8135

'2046715624265838913',@Wizeguy114 goated video,en,Reply,1,26,0,1,3826,2026-04-22 06:20:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8148

And especially about $SIVE having only a small % laser share for CPO if they're likely to be the primary laser supplier.",en,Tweet,323,1164,91,96,436004,2026-04-22 05:04:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter We

Network accessline 8155

But most likely they start taking profits eventually at record profit, which is why I haven’t taken positions.",en,Tweet,68,602,28,72,234551,2026-04-22 02:59:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 8156

'2046636771946205370',@PhotonCap Forgot about $VICR but glad to see it’s doing well,en,Reply,4,34,0,2,19451,2026-04-22 01:06:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8157

'2046631914061406523',@beauty_oe それはガラスコア基板分野における真のボトルネックであり、本格的に立ち上がるのは2027年になってからです。現時点で大きな収益が形になることはないでしょう。だからこそ、私はこれが隠れた原石のように思えるのです,ja,Reply,75,146,3,5,22048,2026-04-22 00:47:27,"<a href=""http://twitter.com/download/iphone"" rel=""nof

Network accessline 8158

'2046623928974819459',"@ThatIsIt11 Ramp is 2027 so start of h2 seems like a pretty good time (around now), to me at least",en,Reply,18,67,1,2,8118,2026-04-22 00:15:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 8159

'2046621214484160939',"@acemoney21 $SHMD had concerning dilution overhang, but their position is inherently valuable.",en,Reply,8,49,1,1,17633,2026-04-22 00:04:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 8160

'2046620969645826372',@crux_capital_ Oh nice! Did you have a transcript of the interview,en,Reply,4,92,3,3,18931,2026-04-22 00:03:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8165

Like a Shiny Zigzagoon… finding these chokepoints. https://t.co/pjsjxgDhTa",en,Tweet,227,676,59,75,495579,2026-04-22 00:00:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg

Network accessline 8166

'2046514073706340720',@BreakoutPoint Bunch of Swedish retails are shorting their own frontier stock following Qube's few percent last month before the rally.,en,Reply,3,101,1,6,10338,2026-04-21 16:59:12,"<a href=""https://mobile.twitter.com

Network accessline 8171

Just cultural differences I guess, looks like self-sabotage from a US perspective.",en,Reply,5,147,3,18,12467,2026-04-21 16:43:27,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8184

At least this volatility helps transfer control over to US investors/institutions before CPO/1.6T inflection point next year.",en,Tweet,154,939,49,117,274141,2026-04-21 16:33:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitt

Network accessline 8189

This is just the process of how shares transfer from retail to Western institutions/investors. Not expecting green every day.",en,Reply,5,77,2,5,5918,2026-04-21 16:17:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 8194

Not sure what ""meme stock"" powers $JBL 1.6T, Ayar, $MRVL, and other CPO/photonics programs lol.",en,Reply,2,112,3,3,6886,2026-04-21 15:50:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8213

The $AMD / $GFS materiality looks large for Sivers.",en,Tweet,149,649,56,41,382369,2026-04-21 15:39:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8214

'2046454969243779126',@itsDanielWu basically,en,Reply,0,44,0,3,9512,2026-04-21 13:04:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8247

People on X did their homework.",en,Tweet,437,721,55,46,678865,2026-04-21 12:43:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8248

'2046439803571613732',@frsinvesting what were your biggest positions out of curiosity?,en,Reply,20,133,0,9,33187,2026-04-21 12:04:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8257

It's now a US National Emergency to develop supply chains and pour money into the sector for expansion.",en,Tweet,267,642,40,53,171752,2026-04-21 11:41:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 8270

$15B annual revenue target.. Starting to look reasonable?",en,Tweet,556,1126,98,85,1399277,2026-04-21 10:43:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HGZWKq6bUAAzmam

Network accessline 8279

“Soitec’s Photonics-SOI products are deployed in 100% of next-generation AI data centers.” - EVP Soitec https://t.co/7MWx5vrkHo",en,Tweet,208,743,40,55,160643,2026-04-21 10:00:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 8294

Infinite money glitch?",en,Tweet,258,1145,73,96,418966,2026-04-21 09:12:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGZC5ozb0AAdslP.jpg

Network accessline 8299

When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdzdk4Hqi",en,Tweet,719,1482,74,159,302186,2026-04-21 07:43:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,http

Network accessline 8302

Markets usually look forward 12M, so if there's massive 2028 volume ramp projections, it's a possibility in 2027.",en,Reply,16,120,4,7,10154,2026-04-21 07:16:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 8305

And Win is a massive established foundry for $AVGO and SpaceX supply chains already. So that scaling is de-risked.",en,Reply,14,85,1,2,8184,2026-04-21 07:10:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,

Network accessline 8310

I just timed my long after OFC but did not expect all of this lol.",en,Reply,21,96,4,1,8128,2026-04-21 07:07:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8327

This might represent massive, high volume production for Sivers that markets haven't pricing in.",en,Tweet,329,1118,110,64,385328,2026-04-21 07:01:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 8328

'2046349229275435309',@beauty_oe $ARM の株価が大きく上がってよかったです！AI向けCPUの予測が凄まじかったので、いずれ株価もそれに追いつくだろうと思っていました。,ja,Reply,5,48,0,1,7270,2026-04-21 06:04:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8335

Yet the only mention of my background is “WSB meme trader” by “expert analysts” lol.",en,Reply,22,124,4,9,6333,2026-04-21 05:21:33,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8336

'2046337016758247428',"@LepoulpePoulpo Deep learning field, not photonics related.",en,Reply,3,31,0,1,5248,2026-04-21 05:15:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8339

I’ll try and secretly match your donation if you end up doing anything.",en,Reply,3,74,0,0,4370,2026-04-21 05:13:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8358

A thesis should live and die based on merit, not the authority of who is comes from.",en,Tweet,113,980,35,92,317176,2026-04-21 05:03:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https:

Network accessline 8365

Transformers.",en,Tweet,337,794,36,59,135256,2026-04-21 03:43:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8387

Then there's some small Swedish laser company there next to $LITE.",en,Tweet,910,1139,127,94,203437,2026-04-21 02:57:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HGXsk

Network accessline 8390

But I do think all the retail accounts only account for a slight boost relative to institutional volume... the trading fees / margin usage might be material like $HOOD over time.",en,Reply,9,110,0,3,28092,2026-04-21 02:52:45,"<a href=""http

Network accessline 8393

I do think $22 is kinda priced for distress/disruption, but they seem to be doing okay.",en,Reply,2,51,1,3,12374,2026-04-21 02:42:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8396

QD laser were other quantum dot names, but they seem more derisked from Fujitsu.",en,Reply,15,45,1,1,16470,2026-04-21 02:41:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8401

I do have short term positions at $22 as a potential mean reversion the bottom, but this is not high conviction by any means. https://t.co/7VMfVACrrl",en,Tweet,149,513,21,66,207012,2026-04-21 02:33:01,"<a href=""http://twitter.com/download/

Network accessline 8406

If you find a name that a ton of hyperscalers use… it’s feels bound to get repriced? https://t.co/AHqpgbqHJK",en,Tweet,195,1165,52,91,348119,2026-04-21 02:11:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 8407

'2046288948197232875',@NabQ321 Nope. Just directionally it looks derisked from backlog + bottleneck demand.,en,Reply,2,27,0,2,3492,2026-04-21 02:04:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 8412

I think transformers/switchgear bottlenecks are underappreciated in markets. https://t.co/XkI6kHdExh",en,Tweet,107,402,25,48,101437,2026-04-21 02:01:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 8413

'2046282446363378091',@Himothee What is that abomination,en,Reply,0,59,0,3,4821,2026-04-21 01:38:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8420

I’m very curious to see how this all plays out with the longs vs. shorts. https://t.co/CtpscjKIxl",en,Tweet,70,909,51,78,186168,2026-04-21 01:37:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,p

Network accessline 8421

'2046196260122906979',@Ud197601 This is the modern day gold rush for AI. I'm just giving everyone the shovels and location.,en,Reply,9,204,1,9,10814,2026-04-20 19:56:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web Ap

Network accessline 8424

https://t.co/llafVFO46B",en,Reply,17,127,4,6,34734,2026-04-20 19:30:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,https://x.com/StormDirac/status/2046179265217986954?s=20,,

Network accessline 8440

Quite special right?",en,Tweet,272,793,66,67,365960,2026-04-20 19:22:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HGWB54maQAA6rDd.jpg,https://pbs.twimg.com/media/HGWB7

Network accessline 8441

'2046183656772005982',"@babyfolio As the other comments guessed, I do own LPKF Laser so we'll see how it does.",en,Reply,30,106,8,13,22267,2026-04-20 19:06:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8442

'2046175717361324192',"@M1nEe07 This is just stupid, I don't even own $GLW. Can I just post public information synthesis.",en,Reply,1,36,0,4,26040,2026-04-20 18:34:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App<

Network accessline 8443

'2046175318109827319',"@Alin38 I personally wasn't a fan of dilution overhang with $SHMD. If they clean up financing, I think it has potential.",en,Reply,10,47,1,1,13839,2026-04-20 18:33:06,"<a href=""https://mobile.twitter.com"" rel=""nofo

Network accessline 8444

'2046175155718914126',@ThatIsIt11 perhaps,en,Reply,4,38,2,3,9234,2026-04-20 18:32:27,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8451

I do have positions in the glass core names upstream, but recent news confirms the importance.",en,Tweet,206,568,38,42,127637,2026-04-20 18:24:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://

Network accessline 8456

Did you hold anon? https://t.co/PAj6MmycqI",en,Tweet,93,762,30,57,141254,2026-04-20 16:41:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HGVgJQtakAAxeWx.jpg,h

Network accessline 8464

When $4B+ MC companies like Soitec go up 10%+ a day, this is likely institutional buying as seen with IQE and Point72. https://t.co/tjLBK9C766",en,Tweet,270,1097,64,101,265390,2026-04-20 15:51:54,"<a href=""http://twitter.com/download/iphon

Network accessline 8467

This is what you call, frontrunning instituions with Serenity.",en,Reply,1,119,0,4,7091,2026-04-20 15:20:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8472

Markets still probably don’t know where the upstream laser source comes from yet? https://t.co/0Hgfo0dQLo",en,Tweet,102,751,47,53,197919,2026-04-20 15:15:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 8473

'2046098446768378105',@soulbiri1 That's fair! I enjoy swing trading $ASTS on the side. But this seemed more material than previous drops than what others were claiming.,en,Reply,4,67,0,4,25760,2026-04-20 13:27:39,"<a href=""https://mobile.t

Network accessline 8474

'2046098240198898128',"@BasedPeterThiel $RKLB was ~87 days 2023, SpaceX falcon9 was ~176 days. Just historical data from issues, rough guess between 4-7M.",en,Reply,3,43,0,1,17961,2026-04-20 13:26:49,"<a href=""https://mobile.twitter.com""

Network accessline 8491

Definitely not ""immaterial"" as others were claiming with their squiggly line charts, but no comment about buying opportunity.",en,Tweet,172,785,26,80,245561,2026-04-20 13:17:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 8500

Would make photonics a massive growth vector for Win.",en,Tweet,323,799,44,59,209807,2026-04-20 09:47:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGUBVB1asA

Network accessline 8509

Everyone is soaking up materials and little used parts in supply chains now have massive growth vectors from AI.",en,Reply,16,101,5,1,15591,2026-04-20 07:25:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,

Network accessline 8514

I see valuations as elevated, but I'm still personally holding. I really think they're all compelling long term, I'm just talking about shorter-term entry points.",en,Reply,15,100,5,6,24458,2026-04-20 07:21:52,"<a href=""https://mobile.twit

Network accessline 8519

Could probably chop a bit but I do see it recovering to $200+ in better macro.",en,Reply,79,135,6,7,219902,2026-04-20 07:19:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8524

It's just rarer to find an $AAOI, $AEHR, sitting around.",en,Reply,8,54,1,4,10443,2026-04-20 07:18:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8573

Of course, it's good to barbell with other uncorrelated companies to AI supply chains, but these are just 5 I liked.",en,Tweet,1724,1413,121,62,525125,2026-04-20 07:11:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 8578

Fundamentals, market expansion, revenue acceleration, customers, are much more important than numbers on a chart.",en,Reply,8,72,1,6,3255,2026-04-20 06:27:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8581

If you want to play capex R&amp;D cycles, look at machine suppliers like $ALRIB, $VECO or $AIXA or that level.",en,Reply,25,45,5,5,11069,2026-04-20 05:57:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 8584

I thought there were more compelling opportunities in the AI supply chains but I’m happy it’s up a lot",en,Reply,3,25,0,2,8753,2026-04-20 05:56:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8589

Which is why I’m long the entire supply chain from substrates to foundries to osats .",en,Reply,11,37,0,1,4934,2026-04-20 05:53:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8594

This is what I mean by frontrunning institutions, I’m very confident they will want to own a % but retail is early to the name.",en,Reply,20,72,2,5,16435,2026-04-20 05:51:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 8601

But no, it’s still early",en,Reply,31,81,2,6,13602,2026-04-20 05:48:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8606

Better to do fundamental analysis on forward growth to derive MC and just wait for it to play out, not look at swiggly lines.",en,Reply,13,74,2,6,17446,2026-04-20 05:46:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twi

Network accessline 8619

But the reason they’re not new is because markets have validated the thesis and are repricing the stocks live because of them.",en,Tweet,1140,1502,82,87,322078,2026-04-20 04:40:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 8622

But having $GOOGL as a likely customer for revenue visibility past 2028 helps a lot too. They're really milking that Celestial acquisition.",en,Reply,9,55,2,4,11224,2026-04-20 02:56:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"

Network accessline 8627

Our whole semi supply chains end up in Taiwan, the US won't just hand that over lol.",en,Reply,2,60,2,4,7736,2026-04-20 02:48:39,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8632

Of course, a lot can happen in the next 2 years so this is speculative but likely supply chain mapping, we'll find out what happens.",en,Reply,16,154,1,9,13240,2026-04-20 02:40:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 8643

Markets are typically forward looking.",en,Tweet,322,1149,74,78,377173,2026-04-20 02:29:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGSdBumbUAAHIW4.jpg

Network accessline 8646

I’ve always maintained that if a stock is up during that correction period, it will probably be up a ton more during a friendlier macro climate.",en,Reply,17,178,0,3,13944,2026-04-19 15:18:16,"<a href=""http://twitter.com/download/iphone""

Network accessline 8649

If my thesis is originally unique like $RPI or $AXTI I’m going to victory lap a lot on the way up.",en,Reply,10,77,1,3,18118,2026-04-19 12:51:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8652

But it’s missing some nuance like I was $RDDT at $148 later in the year, so YTD performance might not capture time I went long.",en,Reply,16,166,1,2,24380,2026-04-19 12:48:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">

Network accessline 8659

Wait 6 months and you’ll probably see the same thing with $SIVE and my other bottleneck thesis posts.",en,Tweet,715,1431,60,103,227669,2026-04-19 12:38:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 8662

The frontier models suck and hallucinate half the time unless you’re doing something more basic",en,Reply,10,82,1,2,7304,2026-04-19 12:21:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8667

I use words like likely in my statements above even though it’s near certain for the first production cycles",en,Reply,4,82,1,1,7224,2026-04-19 12:12:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 8670

Same with $SIVE and $POET but I expect most relationships to be multi source over time",en,Reply,3,60,2,1,10360,2026-04-19 12:02:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8671

'2045712827877642549',@crux_capital_ It’s supply chain mapping https://t.co/loBcX9iRNp,en,Reply,17,111,4,2,13265,2026-04-19 11:55:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://p

Network accessline 8672

'2045701904827929054',@FamineRE $SIVE is extremely early and I see a clear path to $10B+ in 2 years if the stars align + depending how ambitious management is,en,Reply,36,112,2,12,15778,2026-04-19 11:11:56,"<a href=""http://twitter.com/down

Network accessline 8677

Markets usually are forward looking",en,Reply,11,82,0,2,8930,2026-04-19 10:57:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8684

Main concern is laser multi-sourcing, not balance sheet/execution.",en,Reply,4,79,0,6,8280,2026-04-19 10:31:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8687

But sometimes markets like more concrete“proof” like photonic fabric purchase agreements from $AMZN that maps to $SIVE",en,Reply,9,118,3,2,11191,2026-04-19 10:13:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 8698

I thought $2B+ today was reasonable personally, we’ll see what happens.",en,Reply,38,150,3,4,60418,2026-04-19 10:10:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8699

'2045685160801350067',"@PhotonCap Basically every time $AMZN has these warrant agreements like $ALAB 2024, $AAOI 2026, volume orders go brrr",en,Reply,24,156,6,4,47800,2026-04-19 10:05:23,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 8714

Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.",en,Tweet,365,1219,74,82,235507,2026-04-19 09:55:44,"<a href=""http://twitter.com/download/iphone"" rel

Network accessline 8721

Important to know what you hold so you don’t need to ask these kinds of questions",en,Reply,80,133,10,8,15655,2026-04-19 05:17:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8722

'2045571676126192037',"@larmatrade @aiizisw77940 yeah $HPS.A typo, i talk a lot on X mb",en,Reply,19,37,0,1,7162,2026-04-19 02:34:27,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8725

$DRAM was another good vehicle for exposure.",en,Reply,58,130,6,5,27884,2026-04-19 02:29:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8728

I covered a lot of optical names recently like enplas/pcl/fittech if you scroll back a little.",en,Reply,55,87,0,4,30131,2026-04-19 02:28:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8731

Then $HSP.A for DC transformers bottleneck will likely play out over the next year (since they have a multi-year bottleneck).",en,Reply,51,84,1,5,17451,2026-04-19 02:26:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 8750

I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion.  (cowos, sip, optical).",en,Tweet,1205,1759,85,105,737295,2026-04-19 02:10:59,"<a href=""https://mobile.twitter.c

Network accessline 8751

'2045348727368696291',@Yolo365247isme Let's just say I've had better days,en,Reply,2,96,0,19,9839,2026-04-18 11:48:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8752

'2045345641463988606',@GunStonks tell the guy i said hi,en,Reply,0,97,0,2,9402,2026-04-18 11:36:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8755

Long Robinhood? https://t.co/Sth8jBHnG9",en,Tweet,65,1353,35,134,159242,2026-04-18 11:30:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGKFyUEaEAAivzH.jpg

Network accessline 8756

'2045320542232957403',"@labubu_trader I mean if you keep compounding at 43% a week, you'll overtake me in no time lol",en,Reply,6,225,0,2,15038,2026-04-18 09:56:32,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 8796

Comments like this do make it helpful to stay on X, and I do enjoy taking victory laps on the haters.",en,Tweet,756,2499,82,278,401187,2026-04-18 03:52:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 8797

'2045200211493204347',@realstockfox I think it at least recovers to $40 over time? We’ll see,en,Reply,2,56,0,3,9908,2026-04-18 01:58:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8800

But yes I have positions, as I’ve disclosed earlier",en,Reply,2,136,0,6,17086,2026-04-18 01:55:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8809

The good news is: short interest can only be so much of the float… So it’s inherent buying pressure to cover over time, which does limit downside if fundamentals improves.",en,Tweet,308,1263,80,105,497157,2026-04-18 01:43:56,"<a href=""http

Network accessline 8810

'2045194266985820333',"@KSimback It will slow it down by extreme amounts, yes.",en,Reply,0,23,0,2,3804,2026-04-18 01:34:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8813

I was just so surprised they let other models keep distilling Claude and others for so long",en,Reply,1,50,0,1,4660,2026-04-18 01:25:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8816

About time, stop letting DeepSeek, Moonshoot, and MiniMax have a free pass to distill Opus and other latest models. https://t.co/Ba8XBTIsnb",en,Tweet,53,484,15,32,142166,2026-04-18 01:18:45,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 8819

Not bad!",en,Reply,2,51,0,2,7509,2026-04-18 01:09:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8820

'2045184592743915568',@NickCortellucci They’re billion dollar companies lol,en,Reply,2,23,0,2,3743,2026-04-18 00:56:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8833

This has been 21% so far and I have comments asking if this is still good, but I’m hoping it’s another triple digit return in due time.",en,Tweet,150,433,17,49,129067,2026-04-18 00:48:32,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 8836

Just gotta be patient sometimes, I expect $HPS.A to double down the road eventually.",en,Reply,7,28,0,1,4436,2026-04-18 00:37:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8837

'2045177736420048985',@Taylor_GPT The $1 you’re giving me helps me out too don’t worry! Goes both ways,en,Reply,1,105,0,7,9048,2026-04-18 00:29:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8838

'2045177183191351465',@Taylor_GPT Congrats! +88% return in a month is pretty decent right?,en,Reply,1,40,0,4,9681,2026-04-18 00:26:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8839

'2045175715734413597',@mininginvestorr The fact I’m losing count of how many individual stocks returned 100%+ in 4 months is a good problem to have,en,Reply,3,45,0,2,2527,2026-04-18 00:21:02,"<a href=""http://twitter.com/download/iphone"" r

Network accessline 8844

Told you all it was possible for retail to frontrun institutions. https://t.co/ttbgTK1C5N",en,Tweet,227,1285,26,89,239786,2026-04-18 00:19:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,h

Network accessline 8849

Especially when they don’t understand how hyperscaler supply chains work.",en,Reply,1,50,0,4,2703,2026-04-18 00:09:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8856

Just let the hedge funds do their work and enjoy the ride",en,Reply,11,83,1,3,4320,2026-04-17 23:55:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8857

'2045164934192120174',"@MindQuest42 @InspiredHustle8 What do you mean back, I took a nap.",en,Reply,0,57,1,5,2771,2026-04-17 23:38:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8858

'2045163400439959554',@KobeKapital I think $SIVE is a $2B company today,en,Reply,9,79,3,9,8241,2026-04-17 23:32:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8859

'2045162327868387584',@bclay3984 Bro please don’t enter a name yourself if you can’t stomach just a tiny bit of volatility,en,Reply,3,97,0,7,4590,2026-04-17 23:27:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 8860

'2045161817107038463',@InspiredHustle8 Nothing happened? Just get used to volatility if you want to enter these names yourself,en,Reply,2,59,0,3,4028,2026-04-17 23:25:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 8865

Substrates to brrr? https://t.co/nK6o6BKNrl",en,Tweet,62,547,22,82,141160,2026-04-17 23:20:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGHerEaaMAABHwr.jpg

Network accessline 8866

'2044992061833924611',@elonmusk What timeline do you project this can happen?,en,Reply,12,248,0,18,34211,2026-04-17 12:11:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8867

'2044991783499890828',@beauty_oe 本当にありがとうございます！フォロワー20万人を達成できてとても嬉しいです！ポケモンのイラスト、大好きです。日本のコミュニティの皆様には本当に感謝しています！,ja,Reply,2,142,0,5,10134,2026-04-17 12:10:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8872

The issue is, this is OpenAi.",en,Reply,10,83,2,6,17791,2026-04-17 11:57:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8884

Might be fine for a year… but this is not going to end well if OpenAi goes down.",en,Tweet,210,830,40,69,172670,2026-04-17 11:52:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs

Network accessline 8885

'2044963201167904819',"@saso_equity Yes there’s increased volatility on Shunsin, so many brokerages don’t allow trading.",en,Reply,4,23,0,6,6937,2026-04-17 10:16:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 8886

'2044962868232392875',"@KristaSoboh Bro I’m sharing my research for free. If it’s not available on your brokerage, you can just keep scrolling rather than saying it’s worthless to you",en,Reply,2,197,0,8,6420,2026-04-17 10:15:16,"<a href=""

Network accessline 8887

'2044961297364914275',@StrateGeee Ah I should have bought some… I have regrets seeing it go up now since they do the laser modules and stuff for $AVGO,en,Reply,4,31,1,2,23019,2026-04-17 10:09:01,"<a href=""http://twitter.com/download/iphone

Network accessline 8888

'2044959110878417199',@yuntungshieh I’m out of money,en,Reply,1,82,0,8,7255,2026-04-17 10:00:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8891

But just wanted to share my ideas anyway!",en,Reply,3,50,0,4,6495,2026-04-17 09:59:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8898

Think I mentioned this around ~$450M MC? https://t.co/vmgilSKANV",en,Tweet,307,596,43,44,231192,2026-04-17 09:57:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media

Network accessline 8913

Just nobody knows about this company imo.",en,Tweet,230,449,23,50,379994,2026-04-17 09:43:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 8918

Completely lost vision about where the industry is heading.",en,Reply,2,40,0,1,4511,2026-04-17 07:27:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8923

There's gotta be another $CRCL or others out there.",en,Reply,4,25,0,6,7842,2026-04-17 07:25:21,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8952

0 alpha from the vast majority of folks in that space, because everyone there lost vision on what it was originally supposed to do.",en,Tweet,107,527,35,58,158585,2026-04-17 07:10:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">

Network accessline 8959

That's what makes me genuinely confused.",en,Reply,3,191,2,15,8333,2026-04-17 03:49:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 8972

Idk... whenever you're first to something, it's just a ton of hate comments. And only after it's a $5-10B+ company after going up 1000%+ is it ""okay"" to go long.",en,Reply,10,199,0,23,12233,2026-04-17 03:44:15,"<a href=""https://mobile.tw

Network accessline 8999

But helps me keep motivated to keep posting with these positive comments.",en,Tweet,822,2045,75,248,522713,2026-04-17 03:36:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9000

'2044856032355377186',"@FrankMakrides Changed my mind after reading your comments, have a more negative opinion on $LWLG now.",en,Reply,10,112,2,10,37396,2026-04-17 03:10:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter W

Network accessline 9003

Interesting to see takes from Stanford professors on public equities. https://t.co/jqVtpEaoGB",en,Tweet,129,827,58,46,502948,2026-04-17 02:20:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,phot

Network accessline 9004

'2044838291707707533',"@Marketmakemkc That’s fair, hope you prove me wrong in a few months time!",en,Reply,1,26,0,2,11744,2026-04-17 02:00:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9005

'2044834196032770246',@Noobverest I’m sorry for having an opinion,en,Reply,1,108,0,10,13977,2026-04-17 01:43:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9006

'2044832528004170108',"@themissinglinks $6.5. Just been watching the rally up on the sidelines, thought I’d throw my opinion out there",en,Reply,0,22,0,3,11631,2026-04-17 01:37:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 9009

Is valued less than a development trial between no revenue $LWLG and $TSEM",en,Reply,6,36,1,5,17489,2026-04-17 01:33:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9022

I have no open positions, just confused",en,Tweet,584,1076,67,127,251114,2026-04-17 01:29:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGCyeTUasAAXtnK.jpg

Network accessline 9027

This is what it feels like to frontrun institutions at the very beginning of a supercycle",en,Reply,10,88,0,4,4509,2026-04-17 01:14:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9030

If Swedish retail want to transfer their frontier laser company over to American institutions and miss out on the upside, it’s their choice.",en,Reply,3,61,1,7,4337,2026-04-17 01:10:08,"<a href=""http://twitter.com/download/iphone"" rel=""n

Network accessline 9035

The have them all return 100-1000%+ in 4 months? Pretty simple tbh",en,Reply,2,82,0,7,4509,2026-04-17 01:05:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9036

'2044823495058866255',@TD_btc24 Pretty confident in Shunsin (6451) doubling. Hard to see Foxconn’s optical packaging arm valued less than $LWLG lol,en,Reply,8,30,0,5,5746,2026-04-17 01:01:26,"<a href=""http://twitter.com/download/iphone"" r

Network accessline 9045

Why does everything around me keep doubling? https://t.co/ttgmKWEhhU",en,Tweet,76,596,27,87,289563,2026-04-17 00:55:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/me

Network accessline 9046

'2044801509276422242',"@Andres17G @RayBraha Votes aren’t out yet, I’m personally still holding until we see the results. But obviously not happy about it",en,Reply,0,30,0,5,4928,2026-04-16 23:34:05,"<a href=""http://twitter.com/download/iph

Network accessline 9047

'2044799925800911064',@ehaibag I was hoping for 50%… but guess markets will settle on 95% in 1 week with $SIVE https://t.co/PcRGZXq20F,en,Reply,1,83,1,3,7409,2026-04-16 23:27:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow

Network accessline 9048

'2044799630106570808',@RayBraha I don’t need to? I’m just curious how high $AXTI can go and I want to see how my thesis play out.,en,Reply,3,70,0,6,14980,2026-04-16 23:26:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 9051

My most legendary thesis to date. https://t.co/WR6Fq1Vyez",en,Tweet,57,1322,18,89,167303,2026-04-16 23:14:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGCTw4

Network accessline 9056

This is it. $AEHR +13% today on the news. https://t.co/rpF3qTHoJz",en,Tweet,43,616,26,46,78710,2026-04-16 23:06:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/

Network accessline 9061

But that aside, probably better to develop your own conviction on it, so you can decide that answer for yourself.",en,Reply,4,90,0,2,10603,2026-04-16 16:50:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9080

Probably going to get re-rated triple digits over time.",en,Tweet,252,588,51,83,253913,2026-04-16 16:32:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HGA3jLHa

Network accessline 9083

You don't see the laser supplier of $JBL or $MRVL sitting at $700m every day. Also it helps there's NASDAQ listing for US institutional inflows soon.",en,Reply,10,71,1,4,7297,2026-04-16 16:07:00,"<a href=""https://mobile.twitter.com"" rel="

Network accessline 9088

Doesn't hurt to cost average over multiple days.",en,Reply,34,76,1,3,10929,2026-04-16 15:59:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9091

Wanted 1000% so just holding personally. We’ll see how the shareholder vote turns out https://t.co/k5Fv95deSA",en,Reply,2,43,0,4,5884,2026-04-16 15:49:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 9094

Sometimes you just need to sit back and let the institutions accumulate.",en,Reply,0,51,0,4,4262,2026-04-16 15:44:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9107

So, expect a lot of institutional capital to pour into these critical supply chains companies soon, especially $SIVE after Nasdaq listing.",en,Tweet,221,686,51,64,185235,2026-04-16 15:42:05,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 9110

Not only that, after they sell, they go short on their own country’s frontier companies… before all the US institutions start publicly buying LOL.",en,Reply,3,63,0,5,4812,2026-04-16 15:39:10,"<a href=""http://twitter.com/download/iphone"" r

Network accessline 9111

'2044679504317284622',"@economista_new No? Just letting nature take its course with $ALRIB, I do expect it to double again though.",en,Reply,4,43,1,3,13768,2026-04-16 15:29:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 9116

Swedish media is doing wonders for Western funds though… it was a local retail owned stock but it’s just going to get transferred to Western institutions later.",en,Reply,6,90,1,5,6194,2026-04-16 15:18:56,"<a href=""http://twitter.com/downl

Network accessline 9117

'2044676221657866347',@Yolo365247isme My guess is late q3 or q4 this year,en,Reply,2,67,0,6,6184,2026-04-16 15:16:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9132

Especially as shares transfer from local Swedish investors to Western funds/investors who understand what’s up and coming with photonics.",en,Tweet,141,769,61,81,293123,2026-04-16 15:14:25,"<a href=""http://twitter.com/download/iphone"" rel

Network accessline 9139

Thank you all, I'll keep pouring out my thoughts to make that $1 worth it. https://t.co/0DByvY9LIV",en,Tweet,42,1290,16,134,186471,2026-04-16 11:36:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,htt

Network accessline 9144

They all end up to hyperscalers, just in different ways and different ones.",en,Reply,20,47,0,0,8122,2026-04-16 10:07:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9151

Especially with the announcement yesterday that Sivers is powering $JBL 1.6T optical transceivers. https://t.co/05wYF3fR0U",en,Tweet,145,541,35,38,150247,2026-04-16 10:02:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 9158

50% gap up is undervaluing the news.",en,Reply,6,127,6,5,11177,2026-04-16 08:12:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9163

Extremely positive + Extremely positive = high conviction in management execution.",en,Reply,7,125,2,4,11178,2026-04-16 08:02:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9170

That's just amazing execution and management.",en,Reply,43,229,16,3,22380,2026-04-16 07:28:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9171

'2044557474360078646',@JoshTradeOption Divide by 10. That's in Sweden's currency.,en,Reply,2,66,0,2,10039,2026-04-16 07:24:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9172

'2044556651106341296',"@Ren_aramb Yeah, I can see $SIVE easily 10xing from current levels.",en,Reply,41,250,6,11,82790,2026-04-16 07:21:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9173

'2044555493583294769',@labubu_trader Yeah $SIVE NASDAQ listing is going to be absolutely unholy.,en,Reply,17,158,1,7,29346,2026-04-16 07:16:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9194

We're witnessing the birth of the next $LITE.",en,Tweet,468,1604,127,169,418598,2026-04-16 07:10:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HF-2_YjbEAIOjwf

Network accessline 9197

It's still a bit early, but the machine sellers benefit from the entire R&D capex cycle today and you don't need to pick between $IONQ, $RGTI, $QBTS, $GOOGL or others winning.",en,Reply,59,93,0,4,23268,2026-04-16 06:49:40,"<a href=""https:/

Network accessline 9198

'2044547331891335482',@Yolo365247isme I have positions in $HIMS.,en,Reply,16,208,8,17,57239,2026-04-16 06:44:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9199

'2044546932572623185',@Ud197601 Not quite sure... But Andrew Huberman did say $HIMS was set to soar from peptides last month in this type of scenario. https://t.co/ARknCoXMX6,en,Reply,14,81,2,2,12915,2026-04-16 06:42:29,"<a href=""https://m

Network accessline 9228

And $HIMS is turning into a fundamentally sound company after regulatory de-risking.",en,Tweet,746,2085,179,97,770521,2026-04-16 06:31:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"http

Network accessline 9231

実はもっと価格を下げたかったのですが、X側で最低金額が設定されているんです。",ja,Reply,4,240,2,9,20907,2026-04-16 05:54:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9234

Also don't think they realize you can make profit off AI bottlenecks, instead of going long on traditional companies like $PYPL or $CRM.",en,Reply,5,72,0,2,11047,2026-04-16 05:51:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 9237

따라서 매크로 환경이 다시 긍정적으로 돌아서면 주가도 회복될 것입니다.",ko,Reply,8,48,0,2,10199,2026-04-16 05:49:50,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9250

Instead of paywalling them for $2000+ a year then getting salty off others helping retail for free.",en,Tweet,226,1933,33,120,287735,2026-04-16 04:05:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 9263

Markets price in future growth, not backward 2025 fundamentals.",en,Reply,9,89,1,5,7611,2026-04-16 03:27:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9266

But thank you for supportive message, stuff like this makes it more encouraging to keep going.",en,Reply,4,246,0,21,5444,2026-04-16 03:19:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9271

And I point them out to retail first. FOR FREE. Instead of selling to institutions for $20k/article so they can frontrun retail investors.",en,Reply,5,262,0,14,6464,2026-04-16 03:03:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"

Network accessline 9314

This is a completely different model than the same institutions telling you to buy index funds or stocks that already went up 1500% so you're exit liquidity.",en,Tweet,349,1151,48,101,216710,2026-04-16 03:00:42,"<a href=""https://mobile.twi

Network accessline 9325

This isn’t $SNAP.",en,Reply,1,53,0,6,6479,2026-04-16 02:40:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9354

This backward mindset phenomenon needs to change.",en,Tweet,312,1098,58,121,110248,2026-04-16 02:31:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9357

Not every day does mag7 growing at record paces sell off -20% in short timeframes. https://t.co/kLtzZeuFQl",en,Reply,4,46,0,6,6391,2026-04-16 02:09:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 9368

Did you end up taking positions? https://t.co/gII17cJo19",en,Tweet,70,757,28,88,209038,2026-04-16 02:06:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HF9xfEV

Network accessline 9371

After making enough revenue from AI cloud.",en,Reply,2,96,2,7,9635,2026-04-16 01:16:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9372

'2044464395380736079',@daniel_koss I'd rather go long on $BIRD here than $IREN.,en,Reply,5,150,1,23,61516,2026-04-16 01:14:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9375

Normally you don't see &lt;$1B companies serving to hyperscalers stay in that MC range for too long and they own two different chokepoints in photonics/ASIC-GPU testing.",en,Reply,11,37,0,2,5248,2026-04-16 01:13:42,"<a href=""https://mobile

Network accessline 9378

If the company plays their cards right since they own a critical part of the laser supply chain.",en,Reply,16,70,2,5,8153,2026-04-16 01:09:38,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9379

'2044462805034930665',"@duedilligently Team effort for public benefit, @latent_value7 found all the info regarding $MSFT quantum links.",en,Reply,3,46,1,2,4454,2026-04-16 01:08:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twi

Network accessline 9392

Hard carrying retail out of the permanent underclass.",en,Tweet,77,790,20,78,142934,2026-04-16 00:59:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HF9iA0DbEAE

Network accessline 9399

This is a shoe brand? https://t.co/QViPJDXj1E",en,Tweet,129,1394,46,232,172247,2026-04-16 00:16:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HF9YMiWaUAACr_v

Network accessline 9400

'2044333026633785854',"@alc2022 Why TY, makes it more meaningful coming from you!",en,Reply,0,39,0,2,6804,2026-04-15 16:32:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9409

And the rest in hyperscaler supply chains from $LITE to $MTSI are in the tens of billions...",en,Tweet,211,927,77,99,267081,2026-04-15 16:26:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 9414

I hope your Uncle is appreciative of your efforts too since you've been reading DD on X!",en,Reply,5,119,0,5,5795,2026-04-15 16:01:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2044315704036601963',@C

Network accessline 9415

'2044315704036601963',@CryptoGuru365 I think $SIVE has the potential to be a $10B+ laser company like $MTSI or $LITE,en,Reply,13,128,8,3,14427,2026-04-15 15:23:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 9422

It’s only a matter of time. https://t.co/Eh9GherJTV",en,Tweet,433,1214,100,99,603500,2026-04-15 15:09:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HF7a_uOaYA

Network accessline 9425

I genuinely don't think markets realize coming yet with $SIVE.",en,Reply,9,136,5,4,11587,2026-04-15 13:51:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9430

This is such a structural change and I would personally value Sivers over $2B+ after official confirmation.",en,Reply,20,187,10,6,13036,2026-04-15 13:46:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9439

At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.",en,Tweet,203,1132,86,77,413786,2026-04-15 13:30:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 9440

'2044282050040283436',@yumimiya4 Unitree ipo,es,Reply,9,29,0,5,8956,2026-04-15 13:09:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9441

'2044281598150095146',@thetakill Bro can I just share a free thought process DD without someone telling me what I should post,en,Reply,0,171,0,8,6753,2026-04-15 13:08:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web A

Network accessline 9442

'2044281164295483779',@KDREAM111111 Are you stupid. Shunsin is literally Foxconn's optical packaging arm with low forward P/E in $NVDA's CPO supply chains.,en,Reply,12,47,0,2,8133,2026-04-15 13:06:25,"<a href=""https://mobile.twitter.com""

Network accessline 9467

Was one my positions wanted to share my thoughts about since it seemed p cool at sub <$1B MC.",en,Tweet,338,514,38,46,129494,2026-04-15 12:59:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,phot

Network accessline 9468

'2044234369553051824',@pennyhunter_sub 有名な投資家のブログって何！読んでみたい！,ja,Reply,1,21,0,0,3734,2026-04-15 10:00:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9473

If you stay in the same long and it just goes up 20% that's worse.",en,Reply,12,89,1,2,16077,2026-04-15 07:09:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9476

Since its the #1 supplier of red phosphorus needed to make inp substrates at $AXTI, Sumitomo, and JX.",en,Reply,19,40,2,2,19664,2026-04-15 07:04:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9477

'2044189299416195462',@Smith18000 Nah I post them all publicly,en,Reply,1,41,2,5,14527,2026-04-15 07:01:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9492

It's now being re-rated as an AI hardware company.",en,Tweet,145,803,30,35,187257,2026-04-15 06:37:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HF5l4v-asAAbE

Network accessline 9497

And I don’t believe in gatekeeping information/names.",en,Reply,3,194,0,9,4570,2026-04-15 03:13:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9502

Yeah… lot of the people charging money for their picks don’t know what they’re talking about half the time.",en,Reply,4,161,0,9,6308,2026-04-15 02:56:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 9503

'2044126810259239107',@pepemoonboy Thanks for helping me get started on X. Always grateful to you!,en,Reply,1,62,0,3,6595,2026-04-15 02:53:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9504

'2044126293084778583',@mcMG_2137 Unfortunately not much of a major change today. https://t.co/f34jFERIl8,en,Reply,3,73,0,10,6896,2026-04-15 02:51:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 9505

'2044120308815458379',wtf. why does it feel like everyone on X is reading my posts now? https://t.co/bdvL9bvBfE,en,Tweet,29,1031,13,161,133866,2026-04-15 02:27:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 9508

Digitimes is typically one of the more reputable sources https://t.co/yDUu8XFWtF",en,Reply,8,35,0,2,10777,2026-04-15 00:58:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg

Network accessline 9509

'2044097166915055730',@JonkooTrades I was long $FORM earlier this year/last year. IMO probably going to keep going up but there’s higher upside from some lesser known players over in Taiwan/Japan.,en,Reply,11,46,2,3,16235,2026-04-15 00:55:1

Network accessline 9512

These algorithms tracking my my posts are going a little insane",en,Reply,0,59,0,6,6896,2026-04-15 00:50:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9521

I’ll make a deeper dive ETF for you all soon.",en,Tweet,443,912,54,49,215064,2026-04-15 00:46:08,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HF4VctZbAAAV82m.jp

Network accessline 9524

It just takes a ton of time for research",en,Reply,7,83,0,2,3489,2026-04-14 23:58:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9529

2026 h1 into h2 is probably a decent rotation timing to more pure play names coming up since volume ramp latter part h2",en,Reply,8,50,0,2,4072,2026-04-14 23:56:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 9538

It’s a genuine monopoly in the substrate layer and it’s likely bottoming in their legacy drag segments.",en,Tweet,92,554,31,74,177930,2026-04-14 23:38:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 9553

Isn’t this just highly compelling at current prices?",en,Tweet,360,748,55,89,248028,2026-04-14 17:00:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HF2qx0_bUAA

Network accessline 9554

'2043971140641796413',@MacnBTC lol an unintended side effect of an thought exploration is boosting other country economies,en,Reply,0,52,1,6,6173,2026-04-14 16:34:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</

Network accessline 9555

'2043946122415354112',@jukan05 Yeah algorithms have been getting really annoying recently. I thought subscriber-only would disrupt them but I guess they know how to pay $1.,en,Reply,22,291,0,21,44013,2026-04-14 14:55:04,"<a href=""https://m

Network accessline 9556

'2043921982018990555',@beauty_oe 仕方ないじゃん！ 単なる情報の発見と統合で、市場がそれに気づいただけだよ。 私が投稿した時はPBR0.5倍で取引されてたから、たとえ80%上がったってやっとPBR1倍に戻るだけだし… しかもそれって、AIインフラ構築全体における重大な脆弱性でもあったりするんだよね。,ja,Reply,8,72,0,5,11667,2026-04-14 13:19:09,"<a href=""https://mobile.twi

Network accessline 9561

So the even more unknown bottleneck of a bottleneck.",en,Reply,4,44,0,4,9851,2026-04-14 13:06:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9564

Not a long recommendation or anything.",en,Reply,5,77,0,3,9812,2026-04-14 12:56:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9569

and no more inp substrates... and no more photonics.",en,Reply,5,29,0,0,8825,2026-04-14 12:54:00,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9572

Unfortunately I'm not Elon, so I do have a budget...",en,Reply,1,65,0,4,6563,2026-04-14 12:44:38,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9577

China is scaling up domestic capacity though but it's still not enough yet.",en,Reply,4,32,0,0,12749,2026-04-14 12:36:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9580

But thought it was too much of a hassle so just decided to post this vulnerability.",en,Reply,2,47,0,5,8565,2026-04-14 12:25:35,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9650

Regardless, it’s fun to find a major point of failure in the hyperscaler supply chains for $169m.",en,Tweet,1052,1305,113,88,733275,2026-04-14 12:17:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 9651

'2043837962207801454',"@demian_ai Love the $NBIS ads, stopped by one today! https://t.co/cULR1DkIpN",en,Reply,0,41,0,4,4904,2026-04-14 07:45:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 9652

'2043834054123163672',@thinklikekai They're both shorted by a Tangerine Peel fan.,en,Reply,3,60,0,2,8397,2026-04-14 07:29:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9653

'2043824423028089332',@Arronwei3n just got lucky with frontrunning supercycles this year!,en,Reply,2,168,0,12,13850,2026-04-14 06:51:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9662

I struggle to understand the reasoning behind their trades.",en,Tweet,194,1147,61,77,185890,2026-04-14 05:56:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HF

Network accessline 9663

'2043771076908593183',@StormDirac Thanks for educating the readers about $SIVE and the photonics landscape,en,Reply,4,116,0,2,11192,2026-04-14 03:19:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>"

Network accessline 9664

'2043768123170693480',@dijkstra_levi Shunsin was my #2 favorite $NVDA ecosystem CPO name.,en,Reply,6,24,0,1,12069,2026-04-14 03:07:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9665

'2043763807949074501',@Antrunt Uh,und,Reply,1,43,0,9,11697,2026-04-14 02:50:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9666

'2043762351498010647',"@McLeary_77 No it’s free, I just post to the subscriber chat a few min in advance",en,Reply,2,76,1,13,13767,2026-04-14 02:44:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 9671

I’m curious if anyone can guess the name?",en,Tweet,58,629,4,138,204222,2026-04-14 02:44:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9680

Year to date of +1,116.29% isn’t too bad, right chat?",en,Tweet,1393,3007,110,177,1562947,2026-04-14 00:53:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFzNo

Network accessline 9683

With other stocks like $NBIS you can actually benefit from long term share price appreciation.",en,Reply,3,54,0,2,7604,2026-04-14 00:34:55,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9688

Stocks are positive sum, and if these ticker paywall sellers actually believed in their analysis… they would just make money in the markets rather than trying to charge for it?",en,Reply,4,116,0,4,4977,2026-04-14 00:30:05,"<a href=""http://

Network accessline 9689

'2043726919578038635',"@ruth_capital Yeah, people also forget $NBIS is scaling Sum of Parts through Clickhouse, Avride, and others alongside their Neocloud business at the same time.",en,Reply,1,24,0,0,4295,2026-04-14 00:24:02,"<a href=""ht

Network accessline 9694

Directionally it ended up right 6 months later. https://t.co/uqUiHd68Km",en,Tweet,45,793,25,48,108879,2026-04-14 00:13:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com

Network accessline 9695

'2043714821259162058',@vancegson I’ve talked to management US listing is planned on $SIVE,en,Reply,30,297,18,27,165103,2026-04-13 23:35:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9696

'2043713375600091279',@sbloom134 Uplisting in US markets should increase its valuation by quite a bit since a decent amount of US institutions can’t access Swedish markets or OTC.,en,Reply,3,32,1,0,4653,2026-04-13 23:30:13,"<a href=""http:/

Network accessline 9721

DD periods usually last a few weeks after they read my thesis but I see a clear path to $10B+ MC from here over the next few years.",en,Tweet,244,724,68,72,256127,2026-04-13 23:12:09,"<a href=""http://twitter.com/download/iphone"" rel=""nof

Network accessline 9724

So it’s the culmination of diverse life experiences that led me to have more conviction in transformers longs like $HPS.A",en,Reply,6,63,0,0,4447,2026-04-13 22:50:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 9731

Everything keeps going up… https://t.co/1JL7xXAVRB",en,Tweet,93,633,29,52,135086,2026-04-13 22:43:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFyv09mbEAA93O

Network accessline 9734

I think $SIVE could be a $10B+ company one day if they play their cards right from $440m if they TAM expansion down the ELS/transceiver stack.",en,Reply,4,63,5,1,5774,2026-04-13 22:20:10,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 9737

That should unlock a lot of capital, not sure how $LWLG trades at 4x the valuation",en,Reply,3,56,3,1,9120,2026-04-13 22:18:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9740

The equivalent of analysts saying $AXTI InP substrate TAM is $125m.",en,Reply,3,26,0,3,4993,2026-04-13 22:16:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9741

'2043605277673730540',@itsavgsizeok Glad to hear it! Helping retail investors beat institutions is my goal lol,en,Reply,0,77,0,3,4035,2026-04-13 16:20:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 9750

It looks like the start of the next $LITE over the next year, imo institutions probably late to the party due to Swedish listing.",en,Tweet,241,771,64,69,216001,2026-04-13 16:08:41,"<a href=""http://twitter.com/download/iphone"" rel=""nofol

Network accessline 9751

'2043599807487652112',This is what happens when you sit back and let institutions fight each other over controlling the $IQE float. https://t.co/npQY5ZuDtH,en,Tweet,56,516,22,52,122937,2026-04-13 15:58:57,"<a href=""http://twitter.com/downl

Network accessline 9752

'2043595373986677120',@tomhou101 Yeah they usually take a few weeks of DD to buy a few percent of the float. Retail can frontrun them immediately.,en,Reply,0,26,0,1,4150,2026-04-13 15:41:19,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 9757

But now it’s just going parabolic after Point72 and others started buying up the float at ATHs. https://t.co/mI4vsHe0f0",en,Tweet,81,427,19,50,223562,2026-04-13 15:30:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 9758

'2043591387342614952',@A9l9e9x999 I can’t help that they follow me… https://t.co/5ssTum9QQr,en,Reply,1,35,0,2,5078,2026-04-13 15:25:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://

Network accessline 9763

$ALRIB looks like it’s on a slow victory march upward after information discovery. https://t.co/palenXPLJS",en,Tweet,287,678,51,56,190721,2026-04-13 15:20:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhon

Network accessline 9764

'2043570963745476755',"@rklb_invest @immgonna 네, 전 그냥 재미로 하는 건데 팔로워가 꽤 생겨서 정말 기뻐요. 님 계정도 곧 인기 많아지길 바랄게요!",ko,Reply,0,32,2,2,12156,2026-04-13 14:04:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2043553

Network accessline 9765

'2043553653307646401',@eclement04 Yeah… my only regret was not adding more. 10% a day leads to pretty slow price discovery but noticeable accumulation.,en,Reply,1,21,0,2,3296,2026-04-13 12:55:32,"<a href=""http://twitter.com/download/iphone

Network accessline 9766

'2043542669721567498',@semivision_tw wtf is that photo from the phison CEO though 😆,en,Reply,1,35,0,4,7900,2026-04-13 12:11:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9769

$NVDA のCPOサプライチェーンで、あそこまでディリスクされた企業はレアだったよ。",ja,Reply,8,31,1,1,10254,2026-04-13 12:09:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9772

You get a free ride from the parent company.",en,Reply,4,33,0,1,3953,2026-04-13 11:30:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9773

'2043530618747961381',"@MindQuest42 @AstuteKara Nope, FOCI is probably further down the list but still high up there.",en,Reply,2,9,0,1,5174,2026-04-13 11:24:01,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 9776

My #1 is frozen because it went up too much.",en,Reply,10,16,0,2,5840,2026-04-13 11:20:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9781

Fun fact: TW stocks can only go up 10% a day. https://t.co/6dOGew2aGY",en,Tweet,132,388,23,26,188585,2026-04-13 11:15:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/

Network accessline 9784

And I do expect the next architectural ""supercycle"" to blow away a lot of projections like what's happening with $LITE and their supply chain rn.",en,Reply,2,18,0,0,4319,2026-04-13 10:52:49,"<a href=""https://mobile.twitter.com"" rel=""no

Network accessline 9785

'2043520149995860369',"@PatientGS 2240 from 440 TWD, 12 months",en,Reply,6,21,0,3,3589,2026-04-13 10:42:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9789

$NVDA CPO/photonics upstream supply chain go brrr",en,Reply,1,29,0,1,5488,2026-04-13 10:32:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9790

'2043514808105042181',@OGCapital25 @latent_value7 feels like a 3x-4x to me. fwd multiple looks way too low and feels de-risked given they're foxconn optical packaging subsidairy.,en,Reply,5,11,0,1,2633,2026-04-13 10:21:11,"<a href=""https:/

Network accessline 9791

'2043514413299417568',@Yolo365247isme @DynamicMoats I try to make things simpler for retail investors in the original thesis post so I don't include a lot of stuff like this.,en,Reply,1,14,0,2,1887,2026-04-13 10:19:37,"<a href=""https://mob

Network accessline 9810

8.2 + 4.5 = 12.7B rev for 2027. And should scale up based on optical projections for 2028, 2029, 2030.",en,Reply,17,21,2,1,4083,2026-04-13 10:16:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9813

I really liked $6451.TW.",en,Reply,7,20,0,1,5861,2026-04-13 10:03:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9822

But in reality, once this is passed, you'll likely never get true interest rates on your savings and a lot of liquidity will be wiped out.",en,Reply,4,51,1,1,13380,2026-04-13 09:32:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow""

Network accessline 9849

Any genuinely helpful to retail are just going to get banned.",en,Tweet,165,697,78,35,228523,2026-04-13 09:22:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/H

Network accessline 9852

Only thing I care about is protecting the retisl investors from predatory communities/influencers on X.",en,Reply,1,69,2,2,4973,2026-04-13 03:09:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9855

The only people hurt are retail investors in the end and you can see it with market performance across every stock.",en,Reply,2,114,0,6,7416,2026-04-13 03:05:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 9858

It’s the same thing on repeat with that community group, and it’s incredibly toxic to retail investors.",en,Reply,0,38,0,3,6643,2026-04-13 02:57:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9869

Anyone who followed that investor group last year at the peak are down 50-90% from excessive dilution.",en,Reply,1,49,0,1,6078,2026-04-13 02:53:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9886

It’s now down from $40 to $8 from the same group of profiles pushing $IREN today.",en,Tweet,77,680,31,100,175486,2026-04-13 02:44:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://p

Network accessline 9887

'2043353762379846043',@babybluecream Yeah point72 is one of the funds that knows what they’re doing,en,Reply,3,28,1,1,3051,2026-04-12 23:41:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 9892

OpenAI raised $122B+ for capex spend, so I'd remain long (main contagion fears recently were related to them not being able to fulfill contract obligations)",en,Reply,6,72,0,3,7780,2026-04-12 22:34:24,"<a href=""https://mobile.twitter.com""

Network accessline 9895

probably not taking positions, but just for next time i guess.",en,Reply,9,26,0,2,5679,2026-04-12 22:30:28,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9896

'2043333720896418281',"@zephyr_z9 To unblock the blockade, you must blockade the blockade.",en,Reply,5,399,4,16,15631,2026-04-12 22:21:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9899

So it's possibly disruption from multiple fronts.",en,Reply,2,15,0,3,2672,2026-04-12 22:05:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9904

Disruption is real, but there's a few winners.",en,Reply,19,52,0,5,10013,2026-04-12 22:00:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9911

Since they are probably cheering and profiting off of increased volatility in these environments…",en,Tweet,216,581,25,65,169941,2026-04-12 21:53:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 9912

'2043322588433449459',@CryptoVandelay Maybe $SOI for substrates if there's any major drop on Monday.,en,Reply,17,39,1,4,7951,2026-04-12 21:37:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9917

I thought 10x to $1B+ was possible, we'll see.",en,Reply,8,29,4,1,5066,2026-04-12 21:32:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9922

But glad the markets are proving my thesis right.",en,Reply,1,25,0,1,2066,2026-04-12 21:29:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9925

Everyone wants to find the next 10x, and when I finally point it out with names like $AXTI or $IQE, it's unfortunate so many people try and undermine the original thesis by citing MC/follower count.",en,Reply,7,55,1,4,6263,2026-04-12 21:20:

Network accessline 9928

Markets are the arbiter of truth, and when $IREN turns out to be dogsht and names like $IQE hit 610.2%+, it's a well deserved victory lap.",en,Reply,1,52,0,3,3536,2026-04-12 21:10:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">

Network accessline 9935

With institutions validating my thesis afterward by buying it to ATHs.",en,Tweet,82,537,29,47,115325,2026-04-12 21:07:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/

Network accessline 9948

Probably better to just enjoy your Sunday rather than overreact to headlines.",en,Tweet,163,1142,57,49,150435,2026-04-12 11:11:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.t

Network accessline 9951

Don't know half of these names personally.",en,Reply,1,44,0,2,5656,2026-04-12 06:46:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 9992

Honestly not bad everyone, you beat year index returns in just 1 week.",en,Tweet,750,972,57,66,175083,2026-04-12 06:37:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFqJ

Network accessline 9993

'2043076292703326370',@latent_value7 @fabiorbb im down to start a new quantum startup in the basement.,en,Reply,1,26,0,2,2584,2026-04-12 05:18:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '20430124772

Network accessline 9994

'2043012477223604498',@dijkstra_levi They’re just gonna get bought out by Apollo again so I have ptsd,en,Reply,4,29,0,2,4756,2026-04-12 01:05:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10009

Stocks are genuinely positive sum where retail can get the lead for the first time.",en,Tweet,312,926,39,51,266214,2026-04-12 00:37:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://

Network accessline 10010

'2043003122235380048',@matthew_sigel Yeah it's up a solid 31 cents if you go with open. Google seems to have calculated it based on $42.7 at close with $IREN. https://t.co/yhonJDzaVz,en,Reply,2,41,0,4,6408,2026-04-12 00:27:56,"<a href=""htt

Network accessline 10015

Is structurally different than $IREN printing half their MC and selling that into the open market on retail shareholders.",en,Reply,3,36,0,4,4413,2026-04-12 00:10:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</

Network accessline 10018

The performance disparity between 61%+ with $NBIS and -8% YTD with $IREN is proof of it.",en,Reply,0,59,0,3,6770,2026-04-12 00:02:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10025

People's portfolios would have been up 60%+ from $NBIS instead of down -8%+ from $IREN if they listened.",en,Reply,2,76,0,4,8754,2026-04-11 23:58:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10028

Current holders are just exit liquidity for $IREN $6,000,000,000 ATM. And the community tries their best to encourage others to baghold with them.",en,Reply,1,33,0,4,7123,2026-04-11 23:50:44,"<a href=""https://mobile.twitter.com"" rel=""nof

Network accessline 10043

It's better to let all existing bagholders get wiped out first, then go long after the ATM is finished.",en,Tweet,95,679,18,101,399549,2026-04-11 23:31:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '20

Network accessline 10044

'2042976285899788710',@fabiorbb Up to you to figure out. Let’s just say companies that supply directly to hyperscalers usually don’t trade below $1B MC in frontier supply chains.,en,Reply,8,42,1,2,5231,2026-04-11 22:41:17,"<a href=""http://

Network accessline 10045

'2042969278962634884',@LeaderInvests It’s as simple as finding a friend who figures out $MSFT is the hidden hyperscaler customer of $ALRIB before the entire market knows,en,Reply,12,59,0,2,8909,2026-04-11 22:13:27,"<a href=""http://twitter.

Network accessline 10062

$ALRIB, $ASML, $AIXA type companies usually hits the balance sheet much earlier so you don’t need to wait 2-3 years for production orders.",en,Tweet,404,459,39,36,170338,2026-04-11 22:04:55,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 10073

Trying to change Japanese culture with Western hedge fund predatory price hikes is not encouraged.",en,Tweet,97,364,16,20,69736,2026-04-11 20:59:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,p

Network accessline 10086

Getting tired of institutions shafting retail or seeing $2000+ paywalls so hope to bridge the gap in information discovery/synthesis.",en,Tweet,90,1670,22,141,459876,2026-04-11 14:43:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow

Network accessline 10091

It's known for solving the major supply chain bottleneck between the bathroom and chitotle pinto bean burritos. https://t.co/bL6Bpb7YvO",en,Reply,5,92,0,16,5874,2026-04-11 12:38:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Tw

Network accessline 10102

Information ends up drawing people's attention, not the person.",en,Tweet,104,470,19,34,113905,2026-04-11 12:20:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10103

'2042799165810651328',@Kelvinccccccccc yeah you're welcome,en,Reply,0,47,0,3,5230,2026-04-11 10:57:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10124

CPO Ramp now looks like it's beginning H2 2026, get ready.",en,Tweet,548,741,65,42,110284,2026-04-11 10:52:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFl5RYibgAAxg7a.

Network accessline 10129

Probably starts off with more boutique firms investing and once Sivers pass the MC + listing requirement, starts changing hands to larger institutions.",en,Reply,16,117,2,6,12508,2026-04-11 07:16:04,"<a href=""http://twitter.com/download/ip

Network accessline 10130

'2042716929513918924',@pepemoonboy Where'd your $AAOI calls and $TSEM go 😢. Those would have printed super hard,en,Reply,7,137,0,6,28809,2026-04-11 05:30:42,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10135

Same with anyone who tries drawing a TA for $IREN when there's literally $6,000,000,000 in dilution that a chart doesn't account for.",en,Reply,12,90,3,3,8230,2026-04-11 05:27:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twit

Network accessline 10138

Don’t worry I’m staying independent!",en,Reply,2,93,0,5,2323,2026-04-11 05:05:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10143

$5000 analyst reports -> institutions accumulate through dark pools/iceberg -> retail finds out 500% later.",en,Reply,4,105,0,4,5150,2026-04-11 05:03:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 10146

Would probably be up more in a better macro climate. https://t.co/1gQbvJwg1I",en,Reply,5,87,0,4,5043,2026-04-11 04:59:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/

Network accessline 10178

Especially that they don’t need to pay $2,000+ just to see tickers people go long on or join some “special club” for company discussion.",en,Tweet,689,2123,94,154,189555,2026-04-11 04:30:52,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 10181

My guess was they just acquired a new long term customer by filing this.",en,Reply,1,13,0,0,3996,2026-04-11 03:38:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10184

Algos/people might mistake this as bearish and sell, but I think it's actually bullish given the nuance of Win Semi's history.",en,Reply,2,24,0,3,3730,2026-04-11 03:37:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 10197

It's nuanced but actually bullish.",en,Tweet,68,247,12,29,92672,2026-04-11 03:34:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFkU6DrakAELX4A.jpg

Network accessline 10204

Since people who took the other end of the trade, show a lack of understanding of forward growth, bottlenecks, and extreme TAM expansion.",en,Tweet,109,845,43,53,122823,2026-04-11 01:57:41,"<a href=""http://twitter.com/download/iphone"" rel

Network accessline 10211

Even threw in the Nasdaq ticker in parenthesis for good measure lol. https://t.co/7A4CNcHcd9",en,Tweet,40,977,25,110,113350,2026-04-11 01:06:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 10218

There’s going to be a ton of hyperscaler demand spillover into $AAOI and $COHR",en,Reply,28,95,5,3,35642,2026-04-11 00:29:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10219

'2042637535051157857',@SidkMena I’ve been talking about $AAOI since $30? Feels like people had multiple chances lol,en,Reply,0,47,0,6,6804,2026-04-11 00:15:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 10220

'2042636030608838830',"@yy1625066197303 Lasers go brrr basically, love $SIVE is getting more attention, feels extremely underrated as the $MRVL, $JBL laser supplier",en,Reply,6,57,4,3,6902,2026-04-11 00:09:14,"<a href=""http://twitter.com/d

Network accessline 10221

'2042635270089216478',@gahhhbor They shorted $SNDK and are down 30%. Not all people know what they’re talking about?,en,Reply,1,67,0,3,6339,2026-04-11 00:06:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPh

Network accessline 10228

The demand visibility lasts past 2029 for optical companies… https://t.co/XCh0QUFPUl",en,Tweet,96,713,47,73,165307,2026-04-11 00:02:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://

Network accessline 10231

Knight Serenity sounds kinda cool",en,Reply,2,31,0,3,4893,2026-04-10 18:59:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10232

'2042557788086571360',@Investoratpeace It makes me happy to hear that! I’ll gladly accept a beer 🍺 in exchange for my thoughts,en,Reply,1,22,0,2,2272,2026-04-10 18:58:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 10235

But $IQE had a lot of latent capacity for InP, they just needed to restructure and refactor their reactors.",en,Reply,36,84,4,2,25123,2026-04-10 18:31:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 10236

'2042549862496113041',"@thgstar2 $LITE capacity order filled into 2028, signaling massive demand for photonics across the board.",en,Reply,5,40,0,2,5739,2026-04-10 18:26:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 10243

We'll see which one ends up winning. https://t.co/v8rAHL8Wjk",en,Tweet,316,786,46,82,163997,2026-04-10 18:24:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFi

Network accessline 10258

My $40B MC price target from $5B is starting to look more and more likely?",en,Tweet,411,929,87,51,367956,2026-04-10 17:23:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg

Network accessline 10259

'2042528062685008022',@frsinvesting Yeah.. my $AXTI positions are up 770% so can’t believe $SOI was underperforming by so much https://t.co/9cqcOnwnYg,en,Reply,2,41,0,2,5975,2026-04-10 17:00:13,"<a href=""http://twitter.com/download/iphone"

Network accessline 10264

Not everything can go up triple digits every other month like $AXTI or $AAOI. https://t.co/OwlOzugf68",en,Tweet,56,408,21,58,93451,2026-04-10 16:52:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 10265

'2042524747574256063',@RealtyPnw 笑！脳死でイナゴしないで、ちゃんとDYOR（自分でリサーチ）してね。私も全部当たるわけじゃないから！ でも、上手くいってるみたいで良かったよ,ja,Reply,5,40,0,2,7087,2026-04-10 16:47:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2042510129

Network accessline 10266

'2042510129262985393',@Roberto_Giusto Yeah my $IQE position is up 141% from my thesis earlier this year.,en,Reply,7,33,1,1,7502,2026-04-10 15:48:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10269

Since hyperscalers are just buying anything they can make. We’ll see how it turns out over the next year, risk/reward was worth it for me personally.",en,Reply,11,38,2,0,5655,2026-04-10 15:43:53,"<a href=""http://twitter.com/download/iphone

Network accessline 10274

Quantum dot lasers are a little early though…",en,Reply,9,34,1,2,8660,2026-04-10 15:42:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10297

But a lot of fears are priced into its ~$350M MC, especially when a company like $AVGO or AlChip can just buy $SIVE for vertical integration or to troll Marvell’s CPO program.",en,Tweet,239,501,46,46,130894,2026-04-10 15:37:05,"<a href=""ht

Network accessline 10302

Then Win probably outperforms $TSEM on the foundry side.",en,Reply,25,47,1,2,8472,2026-04-10 14:51:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10307

Stuff like $AAOI, $LITE, $COHR, Innolight are current optical transceiver cycles.",en,Reply,30,68,4,3,9116,2026-04-10 14:09:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10314

"" Lumentum is experiencing a surge in demand from the artificial intelligence sector, with its order pipeline now fully booked through 2028 """,en,Tweet,354,850,70,40,325002,2026-04-10 13:35:05,"<a href=""https://mobile.twitter.com"" rel="

Network accessline 10325

I usually try and focus on one like Win Semi (3105 TPEX) that I have the most concentration in and do more simpler concentrated on those.",en,Tweet,328,355,22,26,105112,2026-04-10 13:09:00,"<a href=""https://mobile.twitter.com"" rel=""nofol

Network accessline 10328

It was funny to see so many retail investors going short because they don’t understand qualification cycles https://t.co/xZZcSF3swF",en,Reply,2,37,0,3,5676,2026-04-10 09:01:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 10331

There’s always more fish in the sea. Win Semi is pretty good over in Taiwan though. But yeah $TSM and $TSEM sound too similar",en,Reply,6,41,1,2,6473,2026-04-10 08:52:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 10334

Feels like $AAOI 4x, $AXTI 5x, $AEHR 2x, $IQE 2x, $LITE 2x, and others should be enough?",en,Reply,29,98,3,10,12615,2026-04-10 08:42:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10335

'2042402118381027403',"@beauty_oe 自分のアイデアをシェアできるだけで嬉しいですし、そのためのプラットフォームがあることにも感謝しています！ 私の発信が、皆さんがより良い判断をするための助けになっていれば嬉しいです。 そして、日本のコミュニティからのサポートにはいつも本当に励まされています",ja,Reply,1,98,0,1,10903,2026-04-10 08:39:45,"<a href=""http://twitter.com/dow

Network accessline 10336

私の発信が、皆さんがより良い判断をするための助けになっていれば嬉しいです。 そして、日本のコミュニティからのサポートにはいつも本当に励まされています",ja,Reply,1,98,0,1,10903,2026-04-10 08:39:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,, '2042400743177769297',"@ars

Network accessline 10337

そして、日本のコミュニティからのサポートにはいつも本当に励まされています",ja,Reply,1,98,0,1,10903,2026-04-10 08:39:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10338

'2042400743177769297',"@arsenalfccg This is YTD, my 1Y is still around 1500% https://t.co/iT7rzg6KyL",en,Reply,3,50,0,4,3821,2026-04-10 08:34:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,phot

Network accessline 10362

But glad if my ideas helped others outperform indexes or see where frontier industries are heading to.",en,Tweet,145,927,24,76,186809,2026-04-10 08:32:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 10363

'2042375705913328083',"@qdgk123 1. No, shares only. Unless it's low IV like $MSFT. 2. Just my thought process behind a lot of names. I set it to the lowest amount at $1. But post all my core ideas to main timeline anyway.",en,Reply,6,33,0,1

Network accessline 10364

2. Just my thought process behind a lot of names. I set it to the lowest amount at $1. But post all my core ideas to main timeline anyway.",en,Reply,6,33,0,1,11771,2026-04-10 06:54:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow""

Network accessline 10367

They just need to get listed on Nasdaq.",en,Reply,20,53,2,3,8395,2026-04-10 05:56:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10368

'2042358734299807821',@dijkstra_levi oh i forgot. maybe tonight,en,Reply,2,31,1,4,3911,2026-04-10 05:47:22,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10373

I’m glad I moved to X.",en,Reply,1,43,0,3,3560,2026-04-10 05:08:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10384

Because of this, they’re causing widespread DC delays and should be a good structural long from backlog visibility + extreme demand.",en,Tweet,239,482,24,43,171195,2026-04-10 04:53:43,"<a href=""http://twitter.com/download/iphone"" rel=""no

Network accessline 10385

'2042340467891978422',@CoukosStephen It’s just investing in supply chains and finding chokepoints in them that markets might not realize yet,en,Reply,6,37,0,3,3069,2026-04-10 04:34:47,"<a href=""http://twitter.com/download/iphone"" rel=""no

Network accessline 10392

Just like how Google’s TPU ecosystem rallied earlier this year like $LITE from Gemini.",en,Tweet,241,987,92,70,140930,2026-04-10 04:13:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https

Network accessline 10399

A lot of retail investors went short after ER by looking at current revenue rather than volume ramp + all ongoing hyperscalers testing out orders.",en,Tweet,127,766,35,87,197375,2026-04-10 03:32:27,"<a href=""http://twitter.com/download/iph

Network accessline 10402

Just wrote this list off the top of my head, so might miss one or two names",en,Reply,21,70,0,2,28125,2026-04-09 19:19:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10405

Should have seen the first time when I posted $RKLB sub $24 and those posts kept getting removed + got temp banned before it rose 200%. https://t.co/odczv2uDXm",en,Reply,7,61,0,6,8537,2026-04-09 19:00:33,"<a href=""http://twitter.com/downlo

Network accessline 10406

'2042194625990123834',"@lamottown I like $VNP as the AXT supply chain alternative, this is a US only list + 5n is a Canadian listed company.",en,Reply,20,46,0,2,20585,2026-04-09 18:55:15,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 10411

Reddit is one of the biggest social media sites for censorship + echo chambers, albeit very profitable as a long.",en,Reply,21,274,2,9,56056,2026-04-09 18:52:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iP

Network accessline 10445

Just throwing out other thoughts aside from $AAOI and $AEHR.",en,Tweet,13260,6527,815,194,2804309,2026-04-09 18:27:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10450

Idk how much value markets put on Microsoft as a customer.",en,Reply,18,54,1,5,10675,2026-04-09 17:47:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10455

Companies like AOI or AEHR are pretty rare to come by.",en,Reply,147,142,8,8,28882,2026-04-09 17:09:03,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10458

A lot of things are just algorithmically driven nowadays.",en,Reply,1,33,1,2,9171,2026-04-09 16:52:44,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10459

'2042162239424311761',"@devandraan It's not, new name is related to $NVDA CPO ecosystem. This is just a follow-up regarding a quantum name.",en,Reply,5,24,0,8,5423,2026-04-09 16:46:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow""

Network accessline 10479

And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.",en,Tweet,347,509,50,41,331195,2026-04-09 16:42:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter fo

Network accessline 10494

Probably not 200% gains but 50-100% seem reasonable here.",en,Tweet,415,771,68,55,149528,2026-04-09 03:36:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HFaC_

Network accessline 10497

Or random research on stocks that I don’t end up taking positions on. I don’t paywall any core ideas I have.",en,Reply,2,23,0,0,3163,2026-04-09 02:17:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 10498

'2041943238895136779',@XtineFang I’m flattered by the positivity! Quite a lot of negative stuff on X nowadays so seeing comments like this always makes me smile,en,Reply,1,31,0,0,2911,2026-04-09 02:16:20,"<a href=""http://twitter.com/downlo

Network accessline 10499

'2041942637243199718',"@Ravenloft457 Oh I’m not saying this in a negative way, I’m happy other ppl performed so well in the same longs",en,Reply,0,24,0,0,2542,2026-04-09 02:13:56,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 10500

'2041941953290629510',@Ren_aramb Lmfao that’s basically every name in my portfolio,en,Reply,17,136,0,4,14620,2026-04-09 02:11:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10501

'2041940759457493433',@yianisz Thanks! Fun to see a lot of our shared longs like $AAOI from last year turn out pretty well.,en,Reply,0,47,0,2,5555,2026-04-09 02:06:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 10506

Im glad a lot of people found my thought process on random names from $JBL to $ALRIB helpful for $1! https://t.co/LXGVgFPDJt",en,Tweet,25,685,4,82,65360,2026-04-09 01:21:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 10507

'2041922561257468329',@SidkMena Maybe $JBL is interesting here too. Ended up buying Jabil and more $COHR today,en,Reply,23,38,1,5,7501,2026-04-09 00:54:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</

Network accessline 10508

'2041921503877636386',@misrlcomp All those $AAOI shorts are getting mowed down lol,en,Reply,0,32,0,0,3966,2026-04-09 00:49:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10517

Thesis. Validation. Live. https://t.co/A3V6eRaXeH",en,Tweet,85,709,37,61,142616,2026-04-09 00:30:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFZYYDNa8AITt7u

Network accessline 10531

There’s going to be half the market cap minted out of thin air, then sold into the open market.",en,Tweet,61,547,21,136,169505,2026-04-08 23:56:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,ph

Network accessline 10557

I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.",en,Tweet,386,507,30,53,243271,2026-04-08 22:42:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 10560

I personally think $SIVE can 1000%+ in the next year… not sure how the laser supplier to $MRVL and $JBL is valued at $350m?",en,Reply,36,125,7,6,29389,2026-04-08 22:16:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 10561

'2041881815397626193',@Yolo365247isme @raghavrmehta $10B MC on $AEHR seems possible in 1 1/2 years.,en,Reply,26,50,1,2,10037,2026-04-08 22:12:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10562

'2041881445397098659',@raghavrmehta I’m hanging on to $AAOI for potential $40B MC one day.,en,Reply,20,65,2,4,11706,2026-04-08 22:10:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10569

If you’re listening to $IREN investors why these are “short or going to dump because of 2025 P/E ratios” maybe stick to PayPal or $SPY.",en,Tweet,149,997,41,84,95010,2026-04-08 22:01:53,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 10572

I think they're just adding fuel to the fire at this point since $AEHR is up 24%.",en,Reply,2,42,0,1,4262,2026-04-08 21:45:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10577

its crazy to see retail try and short $AAOI and $AEHR just to face infinite losses in a supercycle.",en,Reply,8,42,0,2,5092,2026-04-08 21:41:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10578

'2041873638308368820',"@VidianOnXX anytime :), my thoughts are free.",en,Reply,0,41,0,4,2129,2026-04-08 21:39:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10585

Then try and look at current revenue numbers only. https://t.co/9hU4UwNyRE",en,Tweet,40,531,33,53,95694,2026-04-08 21:37:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.c

Network accessline 10597

Now that there’s a ceasefire in Iran, it’s likely we’ll see a lot of the pressure will get taken off of European equities.",en,Tweet,93,404,26,30,64456,2026-04-08 16:13:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twi

Network accessline 10600

And that would likely command higher premiums for $SIVE.",en,Reply,3,35,2,4,6097,2026-04-08 15:16:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10615

We’ll see if this turns out right or not.",en,Tweet,133,379,31,32,75727,2026-04-08 15:05:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HFXXGPnbkAA-ncS.jpg,ht

Network accessline 10616

'2041755942967206104',@broadway2023 I’m waiting to see what happens on the 14th with $AXTI,en,Reply,4,29,3,3,10149,2026-04-08 13:52:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10625

Looks like markets and derivatives really believe in TACO Tuesday this time.",en,Tweet,120,417,23,34,102204,2026-04-08 13:38:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.tw

Network accessline 10632

Too many shorts on $AAOI to $LITE and $SMH right now that might be screwed.",en,Tweet,35,510,16,47,166320,2026-04-08 12:49:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg

Network accessline 10633

'2041733987153146124',"@veggiepoultry Yeah, they must feel extra special to be that confident, then bring all their followers down 50%+ in 1 week.",en,Reply,0,21,0,1,2462,2026-04-08 12:24:50,"<a href=""https://mobile.twitter.com"" rel=""nof

Network accessline 10634

'2041733553642467583',"@TheValueist Great callout on $CIEN, I didn't long personally but glad those leaps played out for you.",en,Reply,3,41,0,1,10558,2026-04-08 12:23:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 10635

'2041729528285032797',@ArinNirban67582 The same people trying to comment about my photonics longs are the sames charging $300 a year to go long on $WIX. https://t.co/OKZ1jrmHlA,en,Reply,1,28,0,5,4719,2026-04-08 12:07:07,"<a href=""https://m

Network accessline 10640

Just goes to show so many people don't know what they're talking about.",en,Reply,2,76,2,6,24092,2026-04-08 12:03:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10645

Makes sense why many are frustrated. https://t.co/tUyvecSCkr",en,Tweet,26,434,12,35,98823,2026-04-08 11:49:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.twimg.com/media/HFWo9iVaoAARoHy

Network accessline 10654

Apart from those, names I've positively mentioned like $MRVL, $AAOI, $RDDT, $NBIS, $RPI, $AEHR, $LITE, $COHR, SK Hynix, $LASR, $SOI, $IQE, and others might be decent additions.",en,Reply,269,214,12,7,30351,2026-04-08 11:16:27,"<a href=""htt

Network accessline 10655

'2041709405935431921',@JungleStocks I’m one of the only people on X that posts a thesis and entry point when I buy a stock for the first time.,en,Reply,1,165,0,4,7462,2026-04-08 10:47:10,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 10656

'2041707064901431581',@northyvt “Stop following this person who shares names that go up 4x for free and pay $2000 to see paywalled stock tickers!”,en,Reply,0,80,1,1,6712,2026-04-08 10:37:52,"<a href=""http://twitter.com/download/iphone"" re

Network accessline 10663

Feels like these accounts will get eroded over time as people realize they can get alpha for free instead of paying thousands for it.",en,Tweet,166,1405,23,73,187900,2026-04-08 10:33:44,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 10666

Might be a signal it’s undervalued? https://t.co/Xoh4N5bQON",en,Tweet,34,196,18,14,62328,2026-04-08 10:14:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFWUYY

Network accessline 10671

It’s clear OpenAi and xAI has better talent. https://t.co/LXlyghhdeJ",en,Tweet,7,207,3,28,56646,2026-04-08 09:46:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media

Network accessline 10672

'2041659925596934341',"@Jornka329996 You said safest, $SIVE is fastest potential double imo.",en,Reply,4,39,1,1,10169,2026-04-08 07:30:33,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2041659356559929497

Network accessline 10673

'2041659356559929497',@Jornka329996 Maybe Win Semi at current prices?,en,Reply,5,17,1,0,4515,2026-04-08 07:28:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10676

Trump just agreed to a 2 week Iran Ceasefire. https://t.co/znW8nnzW6S",en,Tweet,18,416,11,32,45447,2026-04-08 07:08:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFVp7Lm

Network accessline 10677

'2041653847354175497',"@Yolo365247isme Sorry, I get a lot of questions nowadays since my account is growing too fast...  I try to answer as many as possible.",en,Reply,0,22,1,2,2449,2026-04-08 07:06:23,"<a href=""https://mobile.twitter.com"

Network accessline 10680

Lot of the current transceiver cycle players like $AAOI and $LITE have re-rated currently, but I expect the others to catch up H2.",en,Reply,2,21,0,1,4166,2026-04-08 07:04:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 10683

I first longed around $30 so that’s another 4x added to the list. My concentration was low unfortunately, and heavier adds around $60-80. https://t.co/uV2eokOKSW",en,Reply,1,36,1,1,4729,2026-04-08 07:01:20,"<a href=""http://twitter.com/down

Network accessline 10694

And in a better macro environment, I expect many of them to be up more than they are now.",en,Tweet,77,454,42,26,103131,2026-04-08 06:54:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,htt

Network accessline 10699

I like laser exposure the most.",en,Reply,55,86,5,4,16029,2026-04-08 06:14:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10702

$AEHR はまだ初期段階にあり、現在多くのハイパースケーラーが同社のテストを行っているところですので、あなたの要約は的を射ています。現在の財務状況は、顧客プロファイル（顧客層）や量産拡大の指標ほど重要ではないと私は考えています。",ja,Reply,18,85,3,3,14922,2026-04-08 06:03:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 10711

With stuff like $SIVE, it's the same $MRVL, $JBL, Ayar -> Alchip, and others at a lower MC.",en,Reply,28,77,4,2,24232,2026-04-08 05:10:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10714

That's mass order. We won't see how much that is in current financials, need to wait for earnings call for CEO to elaborate.",en,Reply,3,32,0,2,2197,2026-04-08 05:06:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web Ap

Network accessline 10719

I would not look at current near-term qualification orders in financials to indicate where it's heading next year.",en,Reply,4,44,1,2,7707,2026-04-08 05:02:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10724

This is misunderstanding how qualification cycles work. Markets are forward looking so if they state mass order ramp for 2027 in their earnings call, it’s going to get priced in now.",en,Reply,3,62,1,4,6815,2026-04-08 04:53:30,"<a href=""ht

Network accessline 10729

This is not reflected in current financial statements but in next quarter earnings.",en,Reply,1,39,0,2,5028,2026-04-08 04:37:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10734

I wouldn’t look at today’s numbers to price in future earnings.",en,Reply,4,69,1,0,6199,2026-04-08 04:25:20,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10753

H2 is probably more confirmation around siph customer volume ramp into 2027.",en,Tweet,152,586,38,40,104005,2026-04-08 04:20:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10754

'2041599364989382907',@in_quanta Go bears 🌲🪓,en,Reply,0,28,0,3,3945,2026-04-08 03:29:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10759

Maybe ask Jensen about $SIVE and $AXTI later. Anyone have questions for Elevenlabs CEO? https://t.co/rBtYYV4aHc",en,Tweet,62,324,11,33,147204,2026-04-08 03:26:47,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 10762

Yeah most of the market is crashing, but if you pick individual winners it’s possible to outperform. https://t.co/LWsZjwnwhH",en,Reply,7,65,0,1,14012,2026-04-08 01:10:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitt

Network accessline 10765

“ $NBIS will take care of you. “ https://t.co/lIRrnAC3fc",en,Tweet,63,598,33,40,168102,2026-04-08 00:29:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFUOe7Ma

Network accessline 10766

'2041550378316312753',@omoliverm Probably around ~30. For most people usually sticking with 4-6 is ideal.,en,Reply,9,39,0,3,4150,2026-04-08 00:15:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10767

'2041549774848196913',"@KDREAM111111 Yeah... I have zero clue why $LITE, $AAOI and others had vertical green candles right after my post. Don't ask me",en,Reply,0,30,0,1,5371,2026-04-08 00:12:51,"<a href=""https://mobile.twitter.com"" rel="

Network accessline 10772

Unitree IPO might make an exception for lol",en,Reply,4,30,0,2,3826,2026-04-08 00:10:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10775

Not everything hard-outperforms this macro climate like $LITE, $AEHR, or $AAOI.",en,Reply,6,28,0,3,7437,2026-04-08 00:07:50,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10794

Ended up taking the highest exposure picks personally (but avoided HK listed names due to conflict of interest).",en,Tweet,688,742,93,46,109275,2026-04-07 23:56:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 10805

I'm genuinely impressed.",en,Tweet,332,1019,19,75,390763,2026-04-07 23:24:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10806

'2041525486447366374',@AizuddinAl4653 I personally like $AEHR the most,en,Reply,24,82,1,3,19830,2026-04-07 22:36:20,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10809

Main issue is 14th shareholder vote on 50M share increase that's putting people on edge.",en,Reply,10,53,2,5,10066,2026-04-07 22:22:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10812

$SIVE upcoming with CW lasers.  $COHR does way too much, on EML yes, on other things no. $SOI not exactly a bottleneck but it's a monopoly over soi substrates, which are required for siph and cpo. so this leads to material revenue increases

Network accessline 10813

$COHR does way too much, on EML yes, on other things no. $SOI not exactly a bottleneck but it's a monopoly over soi substrates, which are required for siph and cpo. so this leads to material revenue increases from everything that gets made.

Network accessline 10814

$SOI not exactly a bottleneck but it's a monopoly over soi substrates, which are required for siph and cpo. so this leads to material revenue increases from everything that gets made.",en,Reply,49,95,5,3,17477,2026-04-07 22:20:20,"<a href="

Network accessline 10833

It's H1 2026 now.",en,Tweet,227,413,21,37,492104,2026-04-07 22:13:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HFTvVxCakAAdqpE.jpg,https://pbs.twimg.com/med

Network accessline 10834

'2041513885497450948',@Aljaber_Mohd I’m curious where the bullish vibes are coming from when Trump says he wants to wipe out a civilization? https://t.co/hPef5HWsja,en,Reply,0,17,0,5,2656,2026-04-07 21:50:14,"<a href=""http://twitter.com/do

Network accessline 10837

There’s a first for everything https://t.co/y14olePQe9",en,Reply,2,49,0,7,5084,2026-04-07 20:39:32,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFTZ4MMbYAAldN1.

Network accessline 10842

Yeah… statements like that’s aren’t too positive? https://t.co/J3GhvahLVg",en,Tweet,8,420,18,82,60419,2026-04-07 20:33:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com

Network accessline 10843

'2041366490298102045',@japhy_zeng I recommend $IBKR for international stock access. Probably want to get an account anyway since they have the best execution,en,Reply,5,32,0,0,4996,2026-04-07 12:04:32,"<a href=""http://twitter.com/download/

Network accessline 10844

'2041364768955789433',@rGeQM1SvLq29316 This is the equivalent of finding a shiny Latios in the wilderness. Then not using an ultra ball because the ball was too expensive,en,Reply,2,36,1,5,4349,2026-04-07 11:57:42,"<a href=""http://twitter.

Network accessline 10853

$5.4B price tag is underselling its importance to robotics, space, and AI hyperscaler supply chains imo. https://t.co/lMg92KzufM",en,Tweet,253,433,37,31,198094,2026-04-07 11:53:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofoll

Network accessline 10854

'2041264251831304622',@neverlongqcom It’s multifaceted. I personally attribute it more to dilution overhang because nobody wants to be holding the stock if they double the float,en,Reply,1,30,0,3,7599,2026-04-07 05:18:17,"<a href=""http://t

Network accessline 10855

'2041260399270781018',"@LeaderInvests That’s called being predatory, especially with the share issuance size. I’m dumping every $AXTI position I have if it passes.",en,Reply,10,71,1,6,12363,2026-04-07 05:02:58,"<a href=""http://twitter.com/

Network accessline 10858

Is materially different than 50m shares of 52m share float for nobody knows what.",en,Reply,3,62,0,0,7143,2026-04-07 05:01:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10863

At least with AXT it’s a shareholder vote. IREN ATM is ongoing.",en,Reply,4,82,0,8,9653,2026-04-07 04:57:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10868

I hope it doesn’t pass since it’s stupid. They already raised enough from Northland and this is predatory",en,Reply,3,74,0,2,13578,2026-04-07 04:55:54,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 10871

Also $LITE is down 7% and algorithmically it brings down other players too.",en,Reply,3,37,0,2,9755,2026-04-07 04:49:52,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10886

But it fails, I expect a recovery.",en,Tweet,300,975,67,105,243826,2026-04-07 04:20:48,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFP53TwbcAAi5Pz.jpg

Network accessline 10887

'2041182220262781015',@BrokeDadCapital Super cool to hear industry experiences around Hammond in the comments,en,Reply,5,59,0,3,13684,2026-04-06 23:52:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a

Network accessline 10888

'2041181915299148090',@zephyr_z9 @rwang07 Hammond seems well liked. Not rlly many people talking about it though,en,Reply,4,36,0,1,8558,2026-04-06 23:51:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone<

Network accessline 10891

Hyperscalers are kinda scrambling abroad for them, and it just so happens there’s one relatively small 2B+ CAD company with a very large market share. https://t.co/qUZ4TsWOys",en,Reply,7,55,0,2,11113,2026-04-06 23:19:52,"<a href=""http://tw

Network accessline 10954

Just sharing my personal thoughts, of course DYOR before making any decisions yourself.",en,Tweet,801,849,78,98,1651034,2026-04-06 22:59:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"ht

Network accessline 10959

Was kind of undervaluing it. https://t.co/gDVc6xzF85",en,Tweet,166,702,53,63,157485,2026-04-06 22:13:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HFOlzQ0asAA

Network accessline 10964

Just a random on here",en,Reply,0,30,0,2,3191,2026-04-06 19:25:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 10969

I’m just asking for transparency on fee breakdown, it shouldn’t be difficult?",en,Reply,1,22,0,2,3117,2026-04-06 19:10:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10974

But instead of replying they say they can’t answer then close the ticket.",en,Reply,1,25,0,4,3068,2026-04-06 19:06:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 10979

Like I’m supportive of X but I have no clue what’s going on anymore.",en,Reply,5,48,1,8,4168,2026-04-06 19:02:22,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/H

Network accessline 10992

I thought this platform was one seeking maximum transparency?",en,Tweet,24,421,11,75,107661,2026-04-06 18:52:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFN1D2ZbsAIfRy

Network accessline 10995

I still have a good amount of memory exposure but less than earlier this year. However I do expect the upcoming sk Hynix and Samsung earnings to trigger another rally",en,Reply,14,48,1,2,6592,2026-04-06 17:44:28,"<a href=""http://twitter.co

Network accessline 11000

So just having fun posting on X for now",en,Reply,4,43,0,1,1944,2026-04-06 17:03:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11003

But it does help pay for a latte in the morning.",en,Reply,1,47,0,1,2922,2026-04-06 16:56:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11008

Ended up just doing my own things now but it does help to have some background in coding to do cool stuff!",en,Reply,5,43,0,1,2074,2026-04-06 16:21:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",

Network accessline 11011

Custom tools helps quite a bit… I personally don’t use Bloomberg terminal and ithers",en,Reply,10,28,0,2,3013,2026-04-06 16:11:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11014

Not sure why institutions would want to copy trade meme stocks like $LITE, $TSEM and others.",en,Reply,3,21,0,4,4029,2026-04-06 16:08:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11021

Maybe institutions started copy trading? https://t.co/kUqw9b6Ksk",en,Tweet,120,515,15,20,158893,2026-04-06 15:55:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/medi

Network accessline 11030

Companies that already have secured capacity/component orders for their buildout are likely to be major winners as other competition stalls.",en,Tweet,242,660,41,50,276171,2026-04-06 15:33:06,"<a href=""http://twitter.com/download/iphone""

Network accessline 11037

Quite a lot of names…",en,Reply,64,88,6,3,12071,2026-04-06 15:20:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11038

'2041049703228522610',@Grooovy718 I genuinely like $MRVL but the only thing keeping me away from larger concentration is Jim Cramer…,en,Reply,6,54,1,0,7730,2026-04-06 15:05:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 11063

Especially when you look at the start of the next architectural changes, happening around H2 2026.",en,Tweet,264,499,36,22,94501,2026-04-06 14:23:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,

Network accessline 11064

'2041012213037875251',@gauchos805 Yes. But the real bottleneck are the friends we made along the way,en,Reply,2,40,0,3,3365,2026-04-06 12:36:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11065

'2041005757832020258',https://t.co/ZmIKd1xoSy,zxx,Tweet,6,104,3,34,41628,2026-04-06 12:11:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HFMb6RCaAAAdqc7.jpg,h

Network accessline 11066

'2040862440263761950',@Tkog65 I hope that “grab em by the Strait” doesn’t become my claim to fame on X…,en,Reply,3,28,0,2,5418,2026-04-06 02:41:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11079

- 🦞",en,Tweet,26,402,6,47,67356,2026-04-06 02:19:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11084

And China knows this and would not want a Nuclear fallout with direct US conflict.",en,Reply,3,24,0,1,3940,2026-04-06 01:46:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11089

Markets are forward looking. IMO it will blow away $60+ if it shifts into mass order ramp like $AAOI earnings.",en,Reply,12,65,1,1,8359,2026-04-06 01:42:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,phot

Network accessline 11096

Would be nice if it happened this ER though. Markets are forward looking, so a lot of the repricing would happen around now imo.",en,Reply,13,54,1,1,7858,2026-04-06 01:34:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter W

Network accessline 11109

But expect mass order ramp to hit anytime.",en,Tweet,321,497,36,36,106208,2026-04-06 01:24:11,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFKErVCaUAAx65m.jpg '20407742762

Network accessline 11110

'2040774276266229840',@d0cJ_ He didn’t go as far as to say he would grab Iran by the Strait though.,en,Reply,3,255,2,14,14284,2026-04-05 20:51:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11115

Optics aside, not as fun when markets move based on Trump posts over fundamentals… https://t.co/zggOoEejWu",en,Tweet,83,1369,40,156,224987,2026-04-05 20:43:47,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPho

Network accessline 11124

Or maybe the $AMC dilution to wipe out shareholders as a way to 20x the share price might be smarter?",en,Reply,7,44,1,5,25835,2026-04-05 14:53:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11125

'2040675706599002568',@AverageDipBuyer I'm voting for $SOFI over $IREN after reading your comment.,en,Reply,4,35,0,2,51097,2026-04-05 14:19:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11128

I think the logic behind $IREN's $6,000,000,000 ATM might be more bullish than the 200x case for bankrupt vegan meat companies?",en,Reply,1,32,0,1,8097,2026-04-05 14:18:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web

Network accessline 11129

'2040674675572043784',@simplehumannews https://t.co/m2p9hdyoZd,qme,Reply,1,54,0,2,7752,2026-04-05 14:15:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HFHuys7a8AA7twV.png

Network accessline 11132

In the lineup we have $SOFI, $AMC, $IREN, and $BYND.",en,Tweet,46,203,8,56,97482,2026-04-05 14:13:01,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11135

Not exactly any alternatives out there for volume outside of China... maybe only Kazakhstan for some.",en,Reply,1,10,0,2,2500,2026-04-05 14:03:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11136

'2040662701899493563',"@wolfgangkasper yeah 725% 1Y return for $EOS.AX is pretty insane. I missed that train, but there's always new ones. https://t.co/DMxr0xjjzm",en,Reply,19,62,2,5,14234,2026-04-05 13:27:56,"<a href=""https://mobile.twitt

Network accessline 11163

But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.",en,Tweet,492,483,29,20,74607,2026-04-05 12:56:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 11164

'2040510386659832240',"@Jesusjlloret Yes Spain as another comment mentioned is a lot more western aligned compared to Vietnam, and $EQR and others are great.",en,Reply,8,29,2,1,4394,2026-04-05 03:22:41,"<a href=""https://mobile.twitter.com"

Network accessline 11169

But of course, the main thing is securing as much supply as possible and Vietnam just happens to be a treasure trove of rare earths/critical materials.",en,Reply,20,96,5,5,10784,2026-04-05 03:22:04,"<a href=""https://mobile.twitter.com"" re

Network accessline 11170

'2040508548350967819',"@DanilSer33 I think they're just in the center and trying to be neutral,  don't think they're allied with China or the US in specific. https://t.co/BsRo0r7kwW",en,Reply,0,12,0,1,1999,2026-04-05 03:15:23,"<a href=""htt

Network accessline 11183

Especially as prices spike and the West secures supply chains independence away from China/Russia.",en,Tweet,450,670,51,49,132055,2026-04-05 03:00:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"htt

Network accessline 11196

But, there's a lot more important companies out there during the supply chain panic.",en,Tweet,232,391,25,26,206808,2026-04-05 02:42:01,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.

Network accessline 11203

There's exceptions with things like $SNAP or $IREN if there's excessive SBC/dilution if management tries to drain value.",en,Reply,10,67,0,4,5706,2026-04-05 01:40:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</

Network accessline 11206

Walked by every day to class for a few years or to lunch and made a ton of friends with people who lived on the streets during my time there. so changed my perspective a bit on who I can best help.",en,Reply,3,57,0,2,2168,2026-04-05 01:34:0

Network accessline 11207

'2040477876500455530',@ParadisLabs Oh I’ve been just donating it so far... The ETF idea sounds fun though.,en,Reply,1,54,0,2,6646,2026-04-05 01:13:30,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 11208

'2040477660007350713',"@HyperTechInvest Nope, subscriptions are monthly (you can check the date) while ad sharing is every two weeks. https://t.co/2CWiY37kni",en,Reply,1,18,0,2,5163,2026-04-05 01:12:39,"<a href=""http://twitter.com/download

Network accessline 11211

I’m just happy I get a platform to share my ideas on",en,Reply,1,57,0,1,3075,2026-04-05 00:56:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11216

Not including the 30% App Store tax or per card tx fees from Stripe.",en,Reply,2,21,0,0,4437,2026-04-05 00:51:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11219

I’m more bullish on stablecoin issuers like $CRCL than i am on individual networks like $ETH.",en,Reply,11,39,4,1,6666,2026-04-05 00:45:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11234

Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.",en,Tweet,211,710,40,61,224717,2026-04-05 00:41:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 11237

But yes if they ban out all the competition, that’s largely bullish for SOFI but enjoy the sht interest rates.",en,Reply,5,47,1,0,15650,2026-04-04 22:57:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone<

Network accessline 11254

We’re about to witness one of the most destructive bills to crypto be passed from Bank lobbying",en,Tweet,39,255,16,31,70975,2026-04-04 22:49:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11277

Just a standard heads up risk disclosure since this is a popular name.",en,Tweet,123,427,30,37,96884,2026-04-04 21:56:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/

Network accessline 11286

We don't need more leverage over Buddy, the golden retriever.",en,Reply,1,56,1,4,3612,2026-04-04 21:19:37,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11334

You can't just blow OUR OWN SUPPLY CHAINS and Relations around the world up then say America is becoming more dominant?",en,Tweet,99,593,42,58,56339,2026-04-04 21:05:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 11335

'2040356760121471399',@IanCutress Jim Cramer being bullish is basically the kiss of death,en,Reply,2,176,3,4,11259,2026-04-04 17:12:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11358

Not one day windows.",en,Tweet,330,1084,50,62,180776,2026-04-04 11:24:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HFB965SagAAsF5e.jpg,https://pbs.twimg.com

Network accessline 11361

But I think it will outperform with those new additions lol.",en,Reply,3,50,0,2,10111,2026-04-04 01:16:01,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11370

Always appreciate the news coverage though… especially if it’s comments around Cramer on Bezinga or Burry on Yahoo Finance.",en,Tweet,35,544,14,54,59945,2026-04-04 01:08:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Tw

Network accessline 11373

But yeah it was super weird how $AAOI surged 20%+ before. I'm sure algorithms caught it early from leaks or something.",en,Reply,5,110,2,7,17275,2026-04-03 22:32:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a

Network accessline 11376

I also am going to lose quite a bit to tax lol.",en,Reply,1,22,0,0,3941,2026-04-03 21:11:15,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11379

It's blue when you go to USD values on $IBKR.",en,Reply,2,21,0,1,2868,2026-04-03 20:05:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11384

So yeah, there's some I don't mention but any core ideas I have I try and publish them if they're good longs.",en,Reply,3,35,0,2,5455,2026-04-03 19:58:53,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11391

Everyone benefits from information discovery/synthesis, but before access to information has worked largely worked against retail given gatekeeping from institutions until after somethings gone up 1000%.",en,Reply,9,91,1,2,7918,2026-04-03 1

Network accessline 11394

It was either that or long miners for Bitcoin exposure, and I got lucky choosing the right one.",en,Reply,9,36,2,4,13960,2026-04-03 19:44:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11395

'2040032304622645580',"@DanCote303 Yep, very weird someone can show YTD, 1Y and then 2Y returns and have different numbers for each time period.",en,Reply,1,42,0,1,4586,2026-04-03 19:42:58,"<a href=""https://mobile.twitter.com"" rel=""nofol

Network accessline 11400

As for timing, can't help you there. Long term I think it will go much higher, short term not sure.",en,Reply,23,43,0,5,5556,2026-04-03 19:39:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11403

The large following recently has been some friendly validation that they're interesting/insightful enough to read.",en,Reply,2,22,0,1,3201,2026-04-03 19:36:34,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11404

'2040029210597826907',"@tomhou101 Speaking of crypto, my biggest return was actually in Raiblocks when it went up like few thousand % in 2018",en,Reply,2,19,0,4,5104,2026-04-03 19:30:40,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 11409

Maybe it’s up 800%+ because the idea was correct.",en,Reply,5,61,0,1,5800,2026-04-03 19:22:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11427

And I do think scale up photonics is next, especially focusing on CW laser companies, substrates, testing and foundries.",en,Tweet,532,1162,51,102,273860,2026-04-03 19:06:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">T

Network accessline 11430

These are new!",en,Reply,0,34,0,2,11582,2026-04-03 18:25:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11431

'2040012281199960146',@AL_Capital12 I’ll announce them on Monday!,en,Reply,6,73,1,11,10644,2026-04-03 18:23:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11436

And he tells everyone to “hodl and trust in management” for multiple years after people are down 99% and there’s ongoing dilution.",en,Reply,4,75,0,6,4937,2026-04-03 18:13:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">

Network accessline 11437

'2040009055138443527',@Jornka329996 lol this is exaggerating things a bit but appreciate the compliment,en,Reply,0,11,1,0,986,2026-04-03 18:10:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11438

'2040007773367464406',@Huntsman7615 Is it possible to buy $ASML for $600m? Sign me up,en,Reply,0,42,0,0,12172,2026-04-03 18:05:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11441

Very interesting how even critical chokepoints slip by from acquisitions and it’s a massive blind spot for sure https://t.co/ohiJ8q4As8",en,Reply,19,63,1,2,10561,2026-04-03 17:54:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofo

Network accessline 11444

This is everything!",en,Reply,7,52,1,1,12378,2026-04-03 17:41:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11449

Can anyone guess the companies? https://t.co/GvardDu5bN",en,Tweet,202,451,9,78,141447,2026-04-03 17:40:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HE-Kcqnbk

Network accessline 11456

And they’re the same ones defending a $6,000,000,000 dilution after the former stock crashed 90%+ https://t.co/Iswyeq2tMZ",en,Reply,0,24,0,6,4409,2026-04-03 16:02:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 11463

Famous for dumping excessive ATMs on retail investors. https://t.co/qGCWsGIGXD",en,Tweet,83,362,15,61,136107,2026-04-03 12:46:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.tw

Network accessline 11466

Also timing the buy is also very important too if I mention anything from $AAOI to $AEHR.",en,Reply,17,205,1,6,27108,2026-04-03 12:05:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11501

So do I.",en,Tweet,2016,1395,115,85,778121,2026-04-03 11:21:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HE8zwl6aoAAhi-H.jpg,https://pbs.twimg.com/media/HE8

Network accessline 11502

'2039896209347977270',@k_a_y_b_e_e_ @harshparikh_16 $VCX is closed traded fund so it can get more detached from underlying holdings.,en,Reply,1,13,0,4,3999,2026-04-03 10:42:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter

Network accessline 11503

'2039895404041654663',@harshparikh_16 It's an ETF... doesn't work that way. It's calculated based on NAV.,en,Reply,0,55,0,3,7684,2026-04-03 10:38:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11521

And I’d encourage more institutions to make ETFs like this.",en,Tweet,1206,1791,165,94,223704,2026-04-03 10:35:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/H

Network accessline 11524

Especially since sovereign DCs using older gen $NVDA models buy more 800g as hyperscalers move to 1.6T",en,Reply,2,47,1,2,4861,2026-04-03 10:23:09,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11531

The revenue translation would be pretty insane.",en,Tweet,176,669,46,42,67415,2026-04-03 10:07:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HE8i4KSbQAAyRWM.jpg

Network accessline 11534

If it decides to weaponize that, don’t think any pick can beat AXT returns",en,Reply,42,89,0,4,15647,2026-04-03 01:30:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11539

But it’s highly compelling long from here",en,Reply,14,78,1,5,16854,2026-04-03 01:28:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11546

Last time was $AAOI back at $25 and now it’s $104 a few months later. https://t.co/PaYZoCmMNl",en,Tweet,1246,1508,136,98,211525,2026-04-03 01:22:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,p

Network accessline 11547

'2039743246096838911',@thekriskay Good to know about the newsletter. Yeah $NBIS is up 5%+ today while $IREN is still red (possibly because of dilution capping upside).,en,Reply,1,26,1,1,6747,2026-04-03 00:34:21,"<a href=""https://mobile.twi

Network accessline 11548

'2039732980986605753',"@GeorgeMakro91 $NBIS does not do optical interconnects. It's more in the neocloud, robotaxi, data labeling, database type space.",en,Reply,1,25,0,0,6475,2026-04-02 23:53:33,"<a href=""https://mobile.twitter.com"" rel=

Network accessline 11549

'2039731523294019621',"@__visionxry__ @Stonks_Kitty honestly, i'd do something similar so you're fine.",en,Reply,3,18,0,3,1827,2026-04-02 23:47:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11550

'2039731268716515509',@Shiboo9019 thank you for your sevice,en,Reply,0,47,0,2,2643,2026-04-02 23:46:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11553

Largely dependent on execution, but the fact they project they'll have the largest 1.6T capacity in the US from projections (from inp laser fab to assembly), is pretty bullish.",en,Reply,8,53,2,3,5674,2026-04-02 23:42:57,"<a href=""https://

Network accessline 11554

'2039729862202786033',@Ud197601 $AEHR looks like a 10x in 3 years.,en,Reply,36,75,3,3,13877,2026-04-02 23:41:10,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11569

But mid-long term, I have conviction $AAOI can execute, should be worth much higher than the current MC.",en,Tweet,85,581,35,50,126788,2026-04-02 23:38:26,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo

Network accessline 11570

'2039727088186622306',@Gubloinvestor The $IREN army is on the receiving end of the 3rd photo.,en,Reply,0,80,0,3,11644,2026-04-02 23:30:08,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11571

'2039723913811566954',@__visionxry__ @Stonks_Kitty give me a number i can work with and ill craft something,en,Reply,1,10,0,1,1834,2026-04-02 23:17:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11572

'2039722093588431000',@Sumojoe118 $SIVE trades US OTC as $SIVEF too.,en,Reply,4,33,1,0,6324,2026-04-02 23:10:17,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11573

'2039718433424839152',@TD_btc24 Yeah $AEHR is high conviction now in the test space. Tons of potential there,en,Reply,6,23,0,2,7566,2026-04-02 22:55:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11576

Not sure what these photonic companies are doing, getting distracted by $MSFT, $AMZN hyperscaler orders tbh.",en,Reply,0,33,0,0,5459,2026-04-02 22:33:56,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11581

3. Win 4. $SOI 5. $LITE",en,Reply,153,115,3,6,43709,2026-04-02 22:32:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11582

4. $SOI 5. $LITE",en,Reply,153,115,3,6,43709,2026-04-02 22:32:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '2039712371799953845',"100% lasers. I personally wouldn't go downstream into assembly and oth

Network accessline 11583

5. $LITE",en,Reply,153,115,3,6,43709,2026-04-02 22:32:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11588

But I found Sivers to be really compelling since they're in $JBL 1.6T +  $MRVL CPO roadmap at ~$290m MC.",en,Reply,45,49,2,2,15253,2026-04-02 22:31:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11591

This is why I dislike Jane Street farming retail and adding unnecessary volatility to names on their way up.",en,Reply,2,47,0,5,6280,2026-04-02 22:27:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11604

The next TAM expansion multiplier is CPO/Scale Up, largely driven by SiPh and external CW lasers.",en,Tweet,877,854,102,43,133970,2026-04-02 22:20:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,http

Network accessline 11607

Just going to equal weight a bunch of suggestions and see how they turn out in a year.",en,Reply,3,139,0,3,24614,2026-04-02 20:51:06,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11612

What would it be and why?",en,Tweet,487,656,26,174,410648,2026-04-02 20:45:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11617

$6 billion is an extreme amount, and they wouldn't have filed it if they weren't going to use it.",en,Reply,4,39,1,6,9044,2026-04-02 20:05:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,, '203966561213034

Network accessline 11618

'2039665612130341044',@VinnyPolansky It does help that tens of $IREN holders create new X accounts just to spam my comments,en,Reply,0,51,0,4,8363,2026-04-02 19:25:51,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter

Network accessline 11623

TA’s don’t work when there’s excessive dilution and eroding fundamentals working against you",en,Reply,5,52,1,4,9677,2026-04-02 18:59:12,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11636

Better to wait after current shareholders get diluted first before going long.",en,Tweet,119,756,38,150,253936,2026-04-02 18:54:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs

Network accessline 11637

'2039650658895425907',@jimcramer Thank you for saving $MSFT Jim,en,Reply,3,225,2,2,16936,2026-04-02 18:26:26,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11638

'2039642106894143772',"実行リスクは常につきものです！しかし、$AAOI がInPレーザーのファブ（製造）から組み立てに至るまで、すべてをアメリカ国内で完結させているところが本当に気に入っています。 そしてこれにより、彼らはマイクロンやSKハイニックスのようなプレミアム（プレミアム評価）を獲得できるだけでなく、マーチャント・モデル（外販）への移行や、まだ過小評価されているTAM（獲得可能な最大市場規模）の拡大という新たな機会へピボット（方向転換）するため

Network accessline 11639

がInPレーザーのファブ（製造）から組み立てに至るまで、すべてをアメリカ国内で完結させているところが本当に気に入っています。 そしてこれにより、彼らはマイクロンやSKハイニックスのようなプレミアム（プレミアム評価）を獲得できるだけでなく、マーチャント・モデル（外販）への移行や、まだ過小評価されているTAM（獲得可能な最大市場規模）の拡大という新たな機会へピボット（方向転換）するためのオプショナリティ（柔軟な選択肢）も得られるのです。",ja,Reply,9,66,3,1,97

Network accessline 11640

そしてこれにより、彼らはマイクロンやSKハイニックスのようなプレミアム（プレミアム評価）を獲得できるだけでなく、マーチャント・モデル（外販）への移行や、まだ過小評価されているTAM（獲得可能な最大市場規模）の拡大という新たな機会へピボット（方向転換）するためのオプショナリティ（柔軟な選択肢）も得られるのです。",ja,Reply,9,66,3,1,9728,2026-04-02 17:52:27,"<a href=""http://twitter.com/download/i

Network accessline 11663

But if there’s any indication that they hit their targets and macro clears up, we probably won’t see current valuations again.",en,Tweet,182,576,56,23,87233,2026-04-02 17:26:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"

Network accessline 11664

'2039629030329331884',"@Sofigoodboy 미국 기업들이 스웨덴의 $SIVE 와 같은 최첨단 레이저 공급업체를 이용하고 있다는 사실을 보면 공급망이란 정말 흥미롭습니다! 하지만 유럽은 $ASML 처럼 뛰어난 기술력을 보유한 것으로 잘 알려져 있으니, 그리 유별난 일도 아니지요.",ko,Reply,10,96,2,5,25242,2026-04-02 17:00:29,"<a href=""http://twitter.

Network accessline 11665

하지만 유럽은 $ASML 처럼 뛰어난 기술력을 보유한 것으로 잘 알려져 있으니, 그리 유별난 일도 아니지요.",ko,Reply,10,96,2,5,25242,2026-04-02 17:00:29,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11670

People are looking at current cycles for reliability, but next architectures are different and might glut older versions. So I think there’s room for new smaller players to shine for cpo/scale up",en,Reply,21,89,5,1,18645,2026-04-02 16:40:5

Network accessline 11696

But you can’t just blow up the rest of the world’s energy trade, then just go out and say US alone is fine.",en,Tweet,98,891,67,83,94569,2026-04-02 11:40:13,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone

Network accessline 11701

If you want to play it safe you can sell CSPs few weeks out.",en,Reply,10,45,0,2,5837,2026-04-02 02:24:19,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11704

I just personally like the smaller MC names like Aehr, since it implies higher upside, but higher beta since it's less proven.",en,Reply,38,87,1,3,20030,2026-04-02 01:18:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter We

Network accessline 11709

And I think we'll get insight how that translates to volume orders soon enough.",en,Reply,17,94,0,3,18569,2026-04-02 01:13:41,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11738

But feels like a matter of time before we see mass orders.",en,Tweet,517,733,72,55,1814997,2026-04-02 01:05:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HE1d

Network accessline 11739

'2039379414346293512',@Letterkees https://t.co/6LvtRIio3s,qme,Reply,2,74,0,6,4772,2026-04-02 00:28:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HE1UwiKaEAAHnfZ.png

Network accessline 11746

Salty commenter months later: ""Get cooked"" https://t.co/gfdVanYG43",en,Tweet,45,607,16,90,116283,2026-04-02 00:14:51,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HE1RkwL

Network accessline 11751

Fun fact, 88% to over 92% of fund managers don't beat the S&amp;P 500 index returns over 15 year periods.",en,Reply,9,140,3,4,14991,2026-04-01 23:56:58,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11762

Nike has definitely lost its “cool factor” and when the stock is at 26 fwd p/e, maybe there’s better longs out there.",en,Tweet,174,1581,78,242,287873,2026-04-01 23:52:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twit

Network accessline 11765

I’m just annoyed how they weaponized contractual obligations to get there",en,Reply,3,31,1,1,12995,2026-04-01 23:34:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11770

But OpenAI managed to weaponize potential contagion based on 1T+ in contractual obligations so they would bring everything down with it if they went down.",en,Reply,3,20,0,0,1996,2026-04-01 23:24:43,"<a href=""http://twitter.com/download/ip

Network accessline 11777

Because if they couldn’t raise the round, so many companies would be in trouble.",en,Reply,2,30,0,3,2454,2026-04-01 23:22:31,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11778

'2039362143926267974',@DougCatsby I’m just saying what everyone is thinking out loud,en,Reply,0,17,0,0,1812,2026-04-01 23:19:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11793

They’re the first to start the AI rally; and if they go under, at this point they’ll be the one to pop the bubble.",en,Tweet,60,347,18,30,48215,2026-04-01 23:10:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for

Network accessline 11794

'2039263958549626883',@Mr_Drone Victory lapping all the haters who said my $AXTI or $SIVE thesis was wrong,en,Reply,7,110,1,11,15334,2026-04-01 16:49:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>

Network accessline 11797

Upside is more limited but I can see it going up 200% over the next year.",en,Reply,10,39,1,2,11138,2026-04-01 16:43:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11800

They might know $MRVL because of Jim Cramer though but even that is considered niche.",en,Reply,3,17,1,1,4673,2026-04-01 16:42:19,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11811

Haven’t said too much since it’s waiting periods for news",en,Reply,90,127,9,8,26998,2026-04-01 16:40:44,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11814

Those are probably the best they can get lol",en,Reply,3,23,1,1,7652,2026-04-01 16:32:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11831

99.9% of people see the changes happening downstream with Marvell, but don’t realize yet where the supply shocks will happen upstream.",en,Tweet,301,551,50,30,100446,2026-04-01 16:30:07,"<a href=""http://twitter.com/download/iphone"" rel=""

Network accessline 11832

'2039253630222827794',@TheStockBro Makes sense to think it’s impossible when you’re tunnel visioned into $NKE value investing instead of AI supercycles,en,Reply,1,53,0,1,7691,2026-04-01 16:08:47,"<a href=""http://twitter.com/download/iphone

Network accessline 11833

'2039252805240885563',@B38B37 @PhotonCap $NVDA handing $2B to $MRVL does make me a bit more bullish on the celestial ecosystem like $POET and $SIVE.,en,Reply,11,32,1,0,6179,2026-04-01 16:05:30,"<a href=""http://twitter.com/download/iphone""

Network accessline 11836

That’s why it’s extremely valuable to go and generate value yourself! X is still a side hobby.",en,Reply,3,34,0,2,7686,2026-04-01 16:04:02,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11837

'2039251605787463743',@PhotonCap I’ve talked about $POET before! But personally I’ve liked the laser side of things more with $LITE and $SIVE,en,Reply,17,46,0,3,17397,2026-04-01 16:00:44,"<a href=""http://twitter.com/download/iphone"" rel="

Network accessline 11840

I went to UC Berkeley and I have nature publications as well. Our backgrounds are scarily alike",en,Reply,11,56,0,4,13170,2026-04-01 15:56:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11849

Is just getting started.",en,Tweet,625,1341,64,98,389397,2026-04-01 15:50:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HEzeJZmbYAAH57f.jpg

Network accessline 11854

몇 가지 사소한 정정을 하자면, 5억~10억 달러($500m - $1B) 규모의 수치는 $SIVE 가 아니라 셀레스티얼(Celestial)에 해당하는 내용인 것 같습니다. 그래도 흥미롭게 잘 읽었습니다.",ko,Reply,47,106,2,4,23847,2026-04-01 12:22:05,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,

Network accessline 11855

'2039185355216404862',@babybluecream 정말 감사합니다! 알림이 뜨는 걸 볼 때마다 항상 즐거워요. 그리고 한국 X 커뮤니티 분들과 소통할 수 있는 기회를 주셔서 기쁩니다,ko,Reply,2,18,1,2,3249,2026-04-01 11:37:29,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11862

Didn't hold through the whole process unfortunately, but it did change quite a lot of lives from people who took the trade.",en,Reply,3,27,0,2,4932,2026-04-01 11:33:45,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App

Network accessline 11867

You've already experienced this yourself but the bigger your account grows, the more noise you get too. And your radiating positivity does help me stay sane a bit through all the noise.",en,Reply,4,66,0,5,4787,2026-04-01 11:30:34,"<a href="

Network accessline 11870

世界中の人たちと交流するのはいつも楽しいですが、日本の皆さんはいつも本当に温かく応援してくださると感じています",ja,Reply,1,44,1,1,5186,2026-04-01 11:25:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11879

To now having institutions copytrading my thoughts on photonics bottlenecks.",en,Tweet,37,958,8,84,76318,2026-04-01 11:02:49,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/H

Possible obfuscationline 11884

Trump: ""We'll be leaving very soon,"" he told reporters in the White House's Oval Office, adding <U+200B>that the exit could take place

Possible obfuscationline 11886

""Within <U+200B>two weeks, maybe two weeks, maybe <U+2060>three.""

Network accessline 11894

I wouldn't try and fade this rally.",en,Tweet,43,343,15,46,56149,2026-04-01 08:58:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HEx_6TKbQAANLFB.jpg

Network accessline 11897

This was new one https://t.co/N9JAqyOTkQ",en,Reply,1,4,0,2,1973,2026-04-01 01:35:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HEwabMGbIAE9teS.jpg,https://pb

Network accessline 11898

'2039030627295744419',@Roseinator85 I think everyone has PTSD now from buying the never ending dips.,en,Reply,0,27,0,0,2110,2026-04-01 01:22:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11905

So they do both. They don't get replaced in the transition.",en,Reply,11,48,0,4,8087,2026-04-01 01:05:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 11910

Maybe late 2024, early 2025? https://t.co/WbwGaQ6Gwm",en,Reply,4,19,0,1,4008,2026-04-01 00:21:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HEwJgRgawAAHQBl.jpg

Network accessline 11913

It's something to get used to, especially if you've been in $AXTI before, you're conditioned to be fine with +25% -20% movements.",en,Reply,0,41,0,3,6313,2026-04-01 00:18:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter W

Network accessline 11914

'2039014023111561598',@2_dang https://t.co/hQsFrIrGJ9,qme,Reply,1,18,0,0,4592,2026-04-01 00:16:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,https://x.com/aleabitoreddit/status/2038934006734135572,,

Network accessline 11947

Nvidia is the biggest signal of what's coming next; it's just a waiting period for the inflection point to hit.",en,Tweet,369,709,75,30,92601,2026-04-01 00:07:14,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",

Network accessline 11948

'2039000413916278812',@semivision_tw This is one of my proudest creations,en,Reply,0,16,0,2,2487,2026-03-31 23:22:36,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11969

If it is structural demand and Raspberry Pi is the $NVDA for consumer agentic hardware… could be a great opportunity at ~$1B MC.",en,Tweet,29,119,11,21,34982,2026-03-31 23:13:25,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow

Network accessline 11970

'2038981641675440590',@0xjawor I still have PTSD from when he was bullish on $NBIS,en,Reply,4,62,1,3,38717,2026-03-31 22:08:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11971

'2038980162214347005',****. Sorry $MRVL holders. https://t.co/JMZ16QJRsL,en,Tweet,14,424,6,33,96924,2026-03-31 22:02:07,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/m

Network accessline 11978

$AEHR up 12.73% premarket.",en,Tweet,92,340,25,22,89189,2026-03-31 21:28:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HEvh_IYagAA2t1d.jpg

Network accessline 11981

Now $RPI is trading at roughly 2 fwd p/s as a fabless ai hardware company.",en,Reply,1,15,0,0,2474,2026-03-31 21:19:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11984

$RPI ended up hitting 58%.",en,Reply,2,25,0,1,2342,2026-03-31 21:14:57,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11985

'2038966891943989688',@glfikk Maybe 100-200% premium since $SIVE MC is incredibly low.,en,Reply,2,22,2,1,5426,2026-03-31 21:09:23,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 11996

Raspberry Pi has become the rapidly accelerating AI orchestration hardware of choice for OpenClaw.",en,Tweet,51,248,36,21,41035,2026-03-31 21:05:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,p

Network accessline 11997

'2038963583065932069',"@marioyep5 Yes, $POET is beneficiary but $SIVE is incredibly important to $NVDA and $MRVL Celestial now as the light source. https://t.co/mn3oESTKlw",en,Reply,5,32,2,2,6156,2026-03-31 20:56:14,"<a href=""http://twitte

Network accessline 12000

We’re seeing what’s coming next in photonics real time.",en,Reply,5,66,2,2,5945,2026-03-31 20:52:33,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12003

So we might see some share acquisition from $MRVL, AlChip… or maybe an acquisition by $AVGO to chokepoint their competitors CPO roadmap. Not sure how this plays out.",en,Reply,4,28,0,0,4724,2026-03-31 20:48:46,"<a href=""http://twitter.com/

Network accessline 12008

I’m sure Broadcom isn’t thinking about this… right? https://t.co/wrS431DG8n",en,Tweet,52,249,13,27,70304,2026-03-31 20:38:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.

Network accessline 12013

But huge for their whole ecosystem that Nvidia is validating it",en,Reply,12,80,6,2,14259,2026-03-31 20:32:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12018

Since $NVDA is doing the same with the next gen architectures.",en,Reply,5,39,1,2,4687,2026-03-31 20:26:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12021

Just no one associates multi hop relations between Sivers -&gt; Poet -&gt; Celestial -&gt; Marvell yet when Nvidia invested $2B into accelerating their CPO roadmap yet.",en,Reply,7,53,2,1,6575,2026-03-31 20:23:23,"<a href=""http://twitter.c

Network accessline 12026

But… guess who powers the light source for $MRVL that markets might have missed? (Hint: $SIVE) https://t.co/9lqJLIx7nG",en,Tweet,83,451,52,36,132307,2026-03-31 20:20:17,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitte

Network accessline 12046

If you want a later stage pick, you can look at $LITE that already ran 3800%.",en,Tweet,61,253,24,20,58071,2026-03-31 19:38:15,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12077

The other is designed into Jabil and Celestial for a reason.",en,Tweet,142,454,24,27,110170,2026-03-31 18:58:43,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12080

CPO ramp is 2027, this is frontrunning it, and there's idiots out there still trying to model previous earnings and burn rate of new frontier technologies like CW laser tech.",en,Reply,1,18,0,2,1253,2026-03-31 18:45:03,"<a href=""https://mo

Network accessline 12085

I just got a ton of endless sht over $RPI from everyone outside my follower base, so this is just coming out as a rant.",en,Reply,0,16,0,3,1923,2026-03-31 18:43:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>

Network accessline 12090

Regardless, finally vindicated from earnings. 58% Y/Y growth is phenomenal, just pent up frustration waiting for this report to come out.",en,Reply,1,12,0,1,1883,2026-03-31 18:41:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">T

Network accessline 12095

$RPI is likely going to be repriced upward a lot after the 58% growth estimate revisions.",en,Reply,0,6,0,1,1792,2026-03-31 18:22:23,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12098

$SIVE is next, have high confidence.",en,Reply,1,31,1,2,4079,2026-03-31 18:16:30,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12103

Now they're all silent, and then just updated their models on an AI fabless stock trading at fwd 19 P/E.",en,Reply,1,14,1,1,1702,2026-03-31 18:15:43,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12116

Now $RPI is at ~19x-23.8x fwd p/e, with revenue acceleration due to OpenClaw.",en,Tweet,16,177,8,18,77752,2026-03-31 18:02:27,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/

Network accessline 12127

The media labeled ""Meme Stock"" $RPI from my thesis is up 27% on the projections beat.",en,Tweet,35,189,32,15,90962,2026-03-31 17:38:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https:

Network accessline 12130

That's why I said I was confused by this list.",en,Reply,0,6,0,0,1169,2026-03-31 17:29:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12135

Given it's a $280M MC, $AVGO can just buy their photonics division/IP tomorrow and control $MRVL's photonics roadmap... so I personally don't see much downside risk aside from dilution.",en,Reply,10,44,0,1,5691,2026-03-31 16:17:56,"<a href=

Network accessline 12142

Chokepoint 3:  Sumitomo / $COHR for the second.",en,Reply,18,32,0,3,6766,2026-03-31 16:02:33,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HEuV-ttaMAAp3JO.jpg

Network accessline 12147

Given macro climate, entry via CSP is always a good idea at lower strikes.",en,Reply,7,24,2,2,8192,2026-03-31 15:54:54,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12156

And AXT is the very very very top of it.",en,Reply,8,42,1,0,7003,2026-03-31 15:50:40,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12177

Since the AI buildout with photonics has no other choice at scale.",en,Tweet,373,839,64,41,141266,2026-03-31 15:10:52,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com/media/HEuKWQha

Network accessline 12192

America has its prioritizes completely wrong",en,Tweet,36,394,14,48,49483,2026-03-31 11:17:04,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HEtV7z0aQAA24F1.jpg,

Network accessline 12201

I don't think anyone trading with public knowledge knows what's going on anymore...",en,Tweet,26,358,15,45,58648,2026-03-31 09:34:42,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://p

Network accessline 12222

Firing billions of dollars of missiles at cheap drones clearly is not sustainable for extended conflicts in Iran.",en,Tweet,53,265,11,20,36933,2026-03-31 09:09:12,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>"

Network accessline 12225

I'm not quite sure how Mirae missed so many names from $MTSI to Luxnet...",en,Reply,1,16,0,1,4187,2026-03-31 08:47:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12226

'2038779437442085238',@miraclemaster07 $NVDA puts,en,Reply,0,11,0,1,2674,2026-03-31 08:44:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12229

https://t.co/ALmJSwnZ4L",en,Reply,21,28,1,0,5295,2026-03-31 08:43:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,https://x.com/aleabitoreddit/status/2033155882809479239,,

Network accessline 12315

But just for people interested in the landscape, this is a good high-level overview.",ro,Tweet,349,346,50,20,83766,2026-03-31 08:35:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.c

Network accessline 12377

But there are many more extremely critical, yet unprofitable companies that are needed to make AI, to self driving cars, to robotics. And we need to break our reliance on China / Russia.",en,Reply,109,283,10,4,32605,2026-03-31 08:23:45,"<a

Network accessline 12392

Nebius is clearly has the better financing structure and this is already showing up in YTD returns.",en,Tweet,84,462,21,79,180430,2026-03-31 01:38:00,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,

Network accessline 12393

'2038655151729512741',@tcjimmyli Not doing so well anymore https://t.co/oWiYp6c4bg,en,Reply,3,40,0,8,4902,2026-03-31 00:30:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg

Network accessline 12394

'2038650652268855409',@Ren_aramb cry?,und,Reply,2,92,1,6,5164,2026-03-31 00:12:46,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12403

Especially as a limited ground invasion might begin anytime… this might foreshadow extended conflicts and potential supply chain disruption.",en,Tweet,66,474,18,49,106709,2026-03-30 23:13:20,"<a href=""http://twitter.com/download/iphone"" r

Network accessline 12404

'2038630695678140759',@moxnq100 @AntonisProtop It’s both macro and sector selloff.,en,Reply,2,18,0,1,2862,2026-03-30 22:53:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12405

'2038630445773214150',@AntonisProtop You must be new here with $AXTI if you haven’t experienced 15-25% daily drawdowns,en,Reply,2,53,0,8,8764,2026-03-30 22:52:28,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for i

Network accessline 12410

Think majority of people expected it… but not sure why retail investors thought SpaceX should be valued at $34 trillion at the top. https://t.co/JHURpLJmmq",en,Tweet,26,257,12,35,84245,2026-03-30 22:50:57,"<a href=""http://twitter.com/downl

Network accessline 12411

'2038620865433366775',"@Ungrate11057544 Let's just say even if $SPY, $MSFT, $AMZN crashes another 20% I expect $AAOI to outperform the market.",en,Reply,6,53,0,3,9172,2026-03-30 22:14:24,"<a href=""https://mobile.twitter.com"" rel=""nofollo

Network accessline 12412

'2038620067135713761',"@mi20483980476 I personally bought a decent amount of $AAOI at ~$84 just now, $6.6B MC feels way too cheap for me, especially with their new $500m warchest.",en,Reply,15,123,2,7,16947,2026-03-30 22:11:14,"<a href=""ht

Network accessline 12421

TLDR pretty nuanced, but I do think $AAOI outpetforms macro climate personally.",en,Reply,10,78,1,4,9796,2026-03-30 22:09:07,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12422

'2038618600358223978',@peakybulls Definitely no. They just tend to add to the volatility.,en,Reply,0,22,0,1,9629,2026-03-30 22:05:24,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12437

Otherwise you'll end up capitulating the bottom and buying the top over and over.",en,Tweet,254,840,55,93,256437,2026-03-30 22:02:16,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,https://pbs.twimg.com

Network accessline 12444

Are they all stupid?",en,Reply,11,56,2,4,10989,2026-03-30 18:06:50,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12465

At genuinely great efforts to secure American’s independence by how they word these articles.",en,Tweet,103,481,33,51,89906,2026-03-30 17:57:39,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo

Network accessline 12468

I’m just sharing thought about how a competitor could potentially chokepoint their growth verticals for a rounding error of $350m with $SIVE",en,Reply,6,23,0,6,5095,2026-03-30 17:46:19,"<a href=""http://twitter.com/download/iphone"" rel=""n

Network accessline 12471

Just posting some shower thoughts about how another hyperscaler or competitor could control $MRVL near term photonics program for a cheap price of $350m.",en,Reply,3,29,1,3,5059,2026-03-30 17:18:34,"<a href=""http://twitter.com/download/iph

Network accessline 12480

Or maybe… hyperscalers figure out a way $SIVE remains independent by owning enough shares?",en,Tweet,70,368,38,31,93183,2026-03-30 17:08:11,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,htt

Network accessline 12483

However, it’s much more multifaceted for CPO ramp and I’d look for other signals",en,Reply,4,9,0,1,1776,2026-03-30 15:05:35,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12486

Maybe $MRVL ventures prefers their CPO supply chain chokepoint to be bought out and controlled by competitors like $AVGO or Alchip?",en,Reply,1,17,1,2,3577,2026-03-30 14:53:37,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow""

Network accessline 12487

'2038506097427014057',@PerDahlstrm $MRVL can just buy 10-20% of $SIVE for $30m and secure their billion dollar CPO program,en,Reply,1,32,0,4,5858,2026-03-30 14:38:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter f

Network accessline 12490

$ARM would raise antitrust due to size.",en,Reply,1,32,0,0,5745,2026-03-30 14:27:14,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12517

Hedge funds not being able to invest due to “MC” and Sweden listing to keep valuations depressed… is a blessing in disguise for both acquisitions or retail investors.",en,Tweet,57,289,21,25,160570,2026-03-30 14:22:39,"<a href=""http://twitt

Network accessline 12518

'2038486275171447189',@maxvoltrader what did i just read,en,Reply,0,10,0,1,2025,2026-03-30 13:19:35,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12521

However there will be clear individual winners. It’s a stock pickers market right now",en,Reply,4,30,0,1,2275,2026-03-30 12:59:34,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12535

But of course there are larger names out there like $MRVL, Sumitomo, $AVGO.",en,Tweet,256,387,48,20,95960,2026-03-30 12:56:38,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg

Network accessline 12538

Also is third party payments with X money outside the platform like PayPay or Alipay on the roadmap?",en,Reply,2,27,0,0,7212,2026-03-30 12:50:18,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12539

'2038474636548350278',@mi20483980476 $AAOI,qme,Reply,6,31,0,0,7564,2026-03-30 12:33:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12544

I can’t see how this could possibly be bullish long term unless markets overcorrect.",en,Reply,1,21,0,2,2582,2026-03-30 12:19:06,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12547

So don't think Taco Tuesday deals are coming anytime soon.",en,Reply,5,98,1,8,14979,2026-03-30 12:10:25,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12552

とはいえ、現在の個別銘柄の値動きの多くは、マクロ環境の影響を大きく受けているのも事実です。",ja,Reply,16,42,1,1,8865,2026-03-30 12:07:57,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12571

You can't because they don't exist yet.",en,Reply,18,124,1,2,7674,2026-03-30 11:59:48,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12610

But it takes down a lot of supply chains that the hyperscalers from $NVDA to even $AAPL relies on.",en,Tweet,142,492,15,36,98429,2026-03-30 11:13:55,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12621

And you'll see this showing up in both liquidity, earnings, and stock price.",en,Reply,87,681,18,19,329516,2026-03-30 10:41:17,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12626

So individual performance won't matter as much if there's a global energy criss.",en,Reply,11,58,1,3,11158,2026-03-30 10:32:04,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12643

Lot of people are uncomfortable with MC, so companies like Furukawa, $MTSI, Sumitomo might be more popular with institutional analysts.",en,Reply,32,42,2,0,8221,2026-03-30 10:28:31,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Tw

Network accessline 12650

It's a supply chain.",en,Reply,21,47,0,2,7805,2026-03-30 10:25:02,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12677

1. CPO (Co-Packaged Optics) is moving from the lab to commercial mass production 2. 2027-2028 is the major structural inflection point (good idea to frontrun this now in 2026 from testing with $AEHR to ELS with $SIVE or packaging with $POET

Network accessline 12678

2. 2027-2028 is the major structural inflection point (good idea to frontrun this now in 2026 from testing with $AEHR to ELS with $SIVE or packaging with $POET).  3. The Total Addressable Market (TAM) for optical components, materials, and

Network accessline 12679

3. The Total Addressable Market (TAM) for optical components, materials, and testing equipment is expected to structurally expand 3x to 5x (I think this is sandbagging a bit).",en,Tweet,1310,1044,109,36,187649,2026-03-30 10:19:36,"<a href="

Network accessline 12704

But it's helpful to see who they think the leading players are as a very high-level view.",en,Tweet,317,313,40,14,337840,2026-03-30 10:01:59,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,photo,"https://pbs.

Network accessline 12707

If you can do it for one person... the next generational company will figure out how to automate/commoditize it and scale it to the rest of the world.",en,Reply,1,22,0,2,5300,2026-03-30 00:12:35,"<a href=""https://mobile.twitter.com"" rel="

Network accessline 12710

Take a look at $SNAP, the company awards employees $1B+ every year while stock prices keep dropping.",en,Reply,1,19,0,1,3845,2026-03-30 00:10:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web App</a>",,,,

Network accessline 12738

People will pay anything to not die (bottleneck). This is just a hint into where the future of healthcare is heading.",en,Tweet,306,711,47,67,122899,2026-03-29 23:44:36,"<a href=""https://mobile.twitter.com"" rel=""nofollow"">Twitter Web Ap

Network accessline 12741

Should be interesting to see how these chokepoints plan out over the next few months",en,Reply,11,110,3,4,10244,2026-03-29 22:09:21,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12748

Or $MRVL can secure a stake to make sure $SIVE remains independent",en,Reply,6,34,3,2,6914,2026-03-29 21:14:27,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12755

If it ever drops enough a hedge fund or company like Broadcom or Marvell can just buy it out for pennies and either vertically integrate upstream or chokepoint out competitors.",en,Reply,2,17,0,1,1779,2026-03-29 21:09:16,"<a href=""http://t

Network accessline 12756

'2038238091463553445',"@gian1222744 @Ud197601 Probabilmente davvero economico ma molto più alto dei prezzi di oggi. 1 miliardo di dollari sono spiccioli per Broadcom.",it,Reply,0,6,0,2,1427,2026-03-29 20:53:24,"<a href=""http://twitter.com/

Network accessline 12757

1 miliardo di dollari sono spiccioli per Broadcom.",it,Reply,0,6,0,2,1427,2026-03-29 20:53:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12762

And $AVGO isn’t an unknown company so they can pull it off",en,Reply,1,14,0,1,2653,2026-03-29 20:47:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12763

'2038234887728357780',@StocksAREnuts Would be even funnier if a competitor controlled or delayed $MRVL CPO near term roadmap for $280m.,en,Reply,0,15,0,6,2142,2026-03-29 20:40:40,"<a href=""http://twitter.com/download/iphone"" rel=""nofollo

Network accessline 12766

And they can vertically integrate better too.",en,Reply,2,18,0,1,2631,2026-03-29 20:38:49,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12769

I’ve done this like 10 times already haha",en,Reply,0,14,0,2,25371,2026-03-29 20:38:03,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12772

But the funny thing is it’s a chokepoint and you’d effectively own $MRVL photonics roadmap near-medium term since qualification of new suppliers takes time.",en,Reply,3,26,0,1,4617,2026-03-29 19:59:01,"<a href=""http://twitter.com/download/

Network accessline 12783

Asked Gemini, response was funny",en,Tweet,59,271,13,34,134738,2026-03-29 19:47:10,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HEk3k_Fb0AAj9Y5.jpg

Network accessline 12784

'2038208826315624458',@Real0xJason Rainbow charts are astrology for Bitcoin… but majority of retail believes it anyway so it’s a self fulfilling prophecy,en,Reply,1,34,1,1,4460,2026-03-29 18:57:06,"<a href=""http://twitter.com/download/ipho

Network accessline 12789

I’d consider flipping long again. This is just market mechanics of dilution…",en,Reply,2,29,1,4,8418,2026-03-29 18:19:58,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12792

That said, I’m slightly bearish overall on the market due to escalating Iran tensions, and Ethereum typically isn’t the flight to safety asset.",en,Reply,9,66,0,3,5838,2026-03-29 18:09:03,"<a href=""http://twitter.com/download/iphone"" rel=

Network accessline 12808

Could be yes to both.",en,Tweet,131,536,24,76,103643,2026-03-29 17:28:24,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/media/HEkX0XEaEAAxV45.jpg

Network accessline 12811

Just my two cents, people are free to be liquidity and buy into the $6B dilution.",en,Reply,2,28,0,4,9356,2026-03-29 16:57:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12812

'2038176869066182978',"@FransBakker9812 Sorry to break it to you… but made up personal attacks doesn’t make a $6,000,000,000 ATM disappear",en,Reply,3,126,0,9,14621,2026-03-29 16:50:07,"<a href=""http://twitter.com/download/iphone"" rel=""n

Network accessline 12815

Maybe this is why people still think $6B $IREN ATMs are noise and their stock prices are going to go up 10x since they don’t read filings? https://t.co/JI6DfdsxdX",en,Reply,1,35,0,6,7966,2026-03-29 16:16:46,"<a href=""http://twitter.com/dow

Network accessline 12854

There are better longs out there than $IREN.",en,Tweet,422,1026,62,131,561293,2026-03-29 15:58:53,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,"https://pbs.twimg.com/media/HEkDVFpa0AAxFk4.

Network accessline 12863

If optical components are necessary to scale AI clusters. Then they’re sold out and such a little part of BOM since they’re cheap. Cutting back on spend won’t change that bottleneck at all",en,Reply,3,29,0,2,3205,2026-03-29 12:41:40,"<a hre

Network accessline 12866

Usually destruction is more contained but Iran’s playbook is maximum pain to the global economy",en,Reply,3,34,0,2,3089,2026-03-29 12:32:46,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12871

It’s not confirmed yet… but seems likely now. https://t.co/Jse9HERHyj",en,Tweet,107,216,10,20,81729,2026-03-29 12:21:59,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/m

Network accessline 12874

I also saw people try to model finite or steady compounding TAM (like $AXTI) rather than expansion or bottleneck game theory, which is the wrong approach for these niche supply chain chokepoints",en,Reply,5,41,1,0,5914,2026-03-29 11:48:40,"

Network accessline 12885

So I think it’s with the shot of investing in $LITE at the start.",en,Reply,5,56,1,1,4429,2026-03-29 11:33:05,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12940

But of course they need the funding to achieve TAM expansion and the right vision.",en,Tweet,173,421,48,35,65486,2026-03-29 11:15:16,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pb

Network accessline 12941

'2038059855983071310',@pepemoonboy Ouch sorry to hear that. Hope you managed to hedge.,en,Reply,3,133,0,6,25487,2026-03-29 09:05:09,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,,

Network accessline 12944

Doesn’t seem like it if we’re sending ground troops. https://t.co/yAXZg7hkfq",en,Reply,3,29,0,6,4648,2026-03-29 01:41:45,"<a href=""http://twitter.com/download/iphone"" rel=""nofollow"">Twitter for iPhone</a>",,,photo,https://pbs.twimg.com/

`scripts/analyze_dataset.py`

Executable scriptline 1
```
#!/usr/bin/env python3
```

How the signals fit together

Facts from a static read of the files at the pinned commit. They describe what the code does, not why.

Some files could not be read; the facts below still hold.

Signal confidence: 1 fact

Executable script in code of a file that runsscripts/analyze_dataset.py:1High confidence

Works with

Agent compatibility, from the files in this repository
Agent	Status	Evidence	Install to
Claude Code	Compatible	Standard SKILL.md SKILL.md	`.claude/skills/<skill-name>/`
Codex	Compatible	Standard SKILL.md SKILL.md	`.agents/skills/<skill-name>/`
Cursor	Compatible	Standard SKILL.md SKILL.md	`.cursor/skills/<skill-name>/`
Gemini CLI	Compatible	Standard SKILL.md SKILL.md	`.gemini/skills/<skill-name>/`
GitHub Copilot	Compatible	Standard SKILL.md SKILL.md	`.github/skills/<skill-name>/`
OpenCode	Compatible	Standard SKILL.md SKILL.md	`.opencode/skills/<skill-name>/`

Native The repository ships a manifest, folder or frontmatter field for this agent.
Compatible A standard SKILL.md that this agent can read.
Unknown No evidence either way.

Derived automatically from paths, manifests and frontmatter. Not tested on each agent.

yijiashu/serenity-skill

History

SKILL.md

Share this page

Heat

Stars over time

Individual skills in this repository

How it works

serenity-perspective

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

Skills included

Repository facts

Before you install

references/sources/serenity.csv

scripts/analyze_dataset.py

How the signals fit together

Works with

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`SKILL.md`

`references/sources/serenity.csv`

`scripts/analyze_dataset.py`