Sebastian

@shindaejin0722 $DEFT the fair price is the price the market is confident with...

What is the fair price for $DEFT? 1. Traded at $3–4 on the Canadian stock market 2. Listed on NASDAQ and the Brazilian stock market 3. Achieved 102 products 4. Raised $100 million at $2.19 5. Turned profitable $DEFT must be revaluated!!!

@Prof_heist i have such a list... 😂 like selling pltr at 22... But that was the plan at that time.

Most people don’t lose money because they’re wrong. They lose money because they quit too early, right before the move they were waiting for. Tesla at $230 was just that on 03/25

@Prof_heist thats great but not sure market will remember at 10h30 tomorrow.... Lets see.

$MU blew past earnings expectations across the board. • Revenue: $13.6B vs. $12.9B est. • EPS: $4.78 vs. $3.96 est. • Operating income: $6.4B vs. $5.4B est. Q2 guidance was even stronger: • Revenue: $18.7B vs. $14.2B est. • EPS: $8.42 vs. $4.49 est.

@Prof_heist clearly they wipe out for this triple OpexWeek. Orcl gave them a toy.

Microsoft- Take Market out of this Misery - Bulls $MSFT

@CreusMoreira @SEALSQcorp How much sales ?

@SEALSQcorp $LAES Reports Accelerating Market Adoption of Its Post-Quantum Secure Chip QS7001 globenewswire.com/news-release/2…

@RemoteNavigator but things like oracle cashflow down 25b$ make more than one anxious.

@RemoteNavigator MM, their bots and all algos are pushing the limits. Pattern are known and they try to manipulate not the price but the patterns too... For sure there is rotten tomatoes but computer will not die tomorrow, as required hardware, datacenter, grid, energy and so on.

Datacentre stocks 😱 Everywhere we look, supports have been lost. $IREN $BITF $DGXX $NUAI $SLNH $BTDR There are two ways to look at this: 1. Today was capitulation and these rebound tomorrow (as one candle doesn't mean much) 2. the datacentre trade is breaking down for good

@mc_khristina do they remove spam, bots and fake account as increased value for that ?

X Premium Plus raising prices ….

@Prof_heist im expecting a fear dip at the end of this week

Everyone is expecting a year-end rally now. But we’ve already rallied 7% off the November lows. Wouldn’t be surprised to see a dip first — just enough to worry everyone and make them think the move is over… before the real ramp begins. $SPY $QQQ

@Prof_heist where is the picture of all of them at the whitehouse 'donation party'. 😅😅

Nvidia CEO Jensen Huang says on Joe Rogan’s podcast that President Trump “saved the AI industry.” 😳 $NVDA

@stockretweet maybe they will sell their stake to MRVL per Celestial deal ... ?

$POET largest holder files to sell a majority of their stake

@nelolecticia you mean considering $mrvl acquiring celestial which is a POET partner.

$POET will be up in the next few days, considering $MRVL solid earnings call

@Sofigoodboy @TechInnovationz we will see a lot of speculation (both side) in coming days/weeks as a strong partner of poet is beeing acquired by Marvell.

@TechInnovationz What's happening, sir?

$POET 🧐

@ACInvestorBlog Ongoing Collaboration (as of 2025): The partnership continues to evolve, with Poet acting as a preferred supplier for Celestial AI's light engines in AI accelerators, data center interconnects, and chip-to-chip connectivity.

M&A is getting HOT on the photonics space, with todays rumor of Marvell adquiring Celesital AI. The photonics sector is absolutely heating up in 2025, fueled by the explosive demand for high-speed, energy-efficient optical interconnects in AI data centers, quantum computing, and telecom infrastructure. Over 125 global M&As were recorded in the first half of 2025 alone, with Europe accounting for 50. Is $POET Technologies One to Watch? The Company is emerging as a prime contender in this frenzy, positioning itself as a disruptor in scalable photonic integration for AI. Their Optical Interposer™ platform enables seamless electronic-photonic chip fusion, solving key bottlenecks in chip-to-chip connectivity and high-speed transceivers. POET's tech makes it a juicy target. On high alert !!

@ThomasGerbet cette histoire autour des garderies est une goute d'eau...>>>santé, education, finances, revenu, saaq, transport, ramq, csst... c'est pareil partout

@ThomasGerbet 95 % du gouvermamant provincial et federal utilisent Microsoft 365. Bien des ministeres utilisent Salesforce. Beaucoup de portail sont Oracle. Tous les centres de donnees tournent sur des plateformes logicielles americaines meme les centre de donnee "quebecois".

Le gouvernement du Québec confie nos données à des compagnies américaines. Faut-il s’en inquiéter ? youtube.com/shorts/18NBfms…

@IntuitMachine very interesting view. A piece is missing in that story : Amzn/AWS. AWS is tightly linked to many big player too (Gov, appl, NFLX, SHOP, CRM and so many Fortune500) are they the hidden gem ? Ai event this week by the way.

Do you notice what is curious about this AI debt bomb? Meta and Apple have signed up to use Google's TPU infrastructure! They are all in the same bunker!

@mvcinvesting $poet is a hidden gem $laes is a swiss gem ready to be on the spotlight

It’s been a while since I’ve sat down to look for new hidden-gem stocks. What are your best ideas right now? Please avoid the names everyone on X keeps repeating. Let’s turn this into a thread of overlooked opportunities that genuinely deserve more attention. ⬇️

@Cat_States but that doesn't mean quantum specific will not succeed. its written in the sky quantum security will emerge well before quantum computing. and some day we will talk quantum cloud quantum ai and so on

@Cat_States the market actually put all quantum in same basket as 20 years ago all tech was. todays tech are split among chip, software, network, cybersecurity, ai and so on. generally speaking its google, ibm and other big that will win quantum race....

Quantum valuation check 👀 The entire listed quantum sector - all companies combined - sits at <$50B market cap. For context: that’s 1% of NVIDIA’s current valuation. The complete public quantum computing industry is valued like a rounding error on AI’s balance sheet. $IONQ leads at $16.6B. Everyone else is fighting over scraps in single digits. $CHAC, $CCCX, $RGTI, etc. fighting for scraps. Either this represents the buying opportunity of the decade, or the market has soberly assessed that fault-tolerant quantum remains 5-10+ years from revenue that matters. Which do you think it is? 🤷‍♂️