Alpha_Draco

@yankees047 @HustleBitch_ Isnt Taycan like a monster?

@HustleBitch_ Buying a non-Tesla EV is the equivalent of going to a Sushi restaurant and ordering a burger. I laugh at everyone who goes to an ICE brand and buys an EV. The ICE brand EVs are all garbage vehicles

🚨 $120,000 MERCEDES JUST COLLAPSED TO $32,000 — A 73% WIPEOUT — NOW CHEAPER THAN A CAMRY A Mercedes EQS… once a six-figure flagship EV… is now going for around $32K with 60,000 miles. • $120,000 brand new • Just 3 years later… down 73% • Now cheaper than a base 2026 Toyota Camry This wasn’t some random car. This was Mercedes’ top-tier electric sedan. Luxury. Tech. Status. Now it’s getting undercut by entry-level vehicles. And this is where it gets uncomfortable: Anyone who bought this new didn’t just take a small hit… they got wiped. Tens of thousands gone… in a fraction of the time people expected. Is this the best deal in the market right now… or a complete trap?

@jayabacus My contribution to the discussion youtube.com/watch?v=-1jPUB…

$PALI "Dr. Jones will present “Targeted PDE4 Inhibition Using PALI-2108 Prodrug as a Novel Therapeutic Strategy in Fibrostenotic Crohn’s Disease”, highlighting how gutrestricted pharmacology and translational biomarker science are converging to redefine the treatment of fibrostenotic IBD." web.hansonwadegroup.com/rs/355-DOS-429…

@47People Fkn Gandalf knew he was a loser

Snape ended Dumbledore for 3 reasons; to secure his double agent role with Voldemort, to save draco from being k!lled by Voldemort because he wasn't going to k!ll Dumbledore and also Dumbledore was suffering and dy!ng slowly from the cursed ring. Snape is probably the most important character in the whole story.

@grovedotfinance Why on earh would I Defi for 2.55%?

Grove Data Note 6 Week of March 23, 2026

@SportsGreatest0 German holiday simulator

The new Tiger Woods PGA Tour 26 video game looks awesome!

@Marsh1L @aleabitoreddit yes ofc its a micro/smallcap

@GenYpsilon @aleabitoreddit Sorry I haven’t actually looked into it yet. Are you saying there is no options chain for SIVE

I just bought ~.5%-1% of $SIVE as a company. I said their future CW laser chokepoint is grossly mispriced. And I put my money where my mouth is. Especially when they're the confirmed light source for Jabil, $MRVL Celestial, O-Net, and other hyperscalers.

@EuroEule @bioadvo I am not an M&A analyst nor a biotech expert, but I think some retail driven outflow based on headlines, in the context of a nuking XBI, wont drive too much of the acquisition strategy of a BP.

@bioadvo Agree 💯 Terrible communication and the declining market cap will also hurt in negotiations - if there even are any talks with BP

$ABVX As much as I hate to say it, Marc destroyed some serious value with his comments to CNBC. I get that he's trying to signal that we'll go-it-alone, but, in my opinion, he should have just held an earning calls where he could have made prepared remarks and developed a message other than "why hurry." Or he should have just remained quiet. I believe this selloff is all retail-driven and I'm not changing my position, but it doesn't mean I'm enjoying it.

@Marsh1L @aleabitoreddit On which option chain?

@aleabitoreddit Could SIVE LEAPS make sense?

@WhiteHouse New album who dis

SOON.

@unusual_whales What did he even do?

David Sacks says his time as Trump's crypto and AI czar has ended

@AverageTrader42 @PK_Fund Link to said statement?

@PK_Fund Agreed, great take on it! The recent statement on the IR Supermicro website is a start, even though it has come a little late!

$SMCI Charles Liang has about 65,000,000 shares. Since this news came out, he suffered a loss on paper of $7X 65,000,00 shares or about $455 million. In about a week... ouch. Since the $60 price tag, he has lost almost 3 Billion. Just like before, when I told you guys that he would not let it get delisted, and dumb bears were saying it would (we know who was right), I am telling you now, that simply based on his OWN interest, not you and I's, he will sort this out. Not a fact but a very very high probability. Keep in mind there are others in this picture, as far as executives, and of course bond holders. The problem with many stock market participants, especially some that I see here, is that they have no conmmon sense. They are what I call tree specialists. They know all kinds of trees and associates diseases of each tree, but have no clue what the forest looks like. They find themselves on the wrong side of the trade all the time, drunk on charts, news, fear or excitement. Absent facts unkown and unknowable, common sense tells you that in an effort to recoup some losses, which are much bigger that anyone's here, they will sort this out. It is their problem to solve. Kind of like it is Trump's and Bessent's problem to solve the rising 10-year little problem... and hence why the tweets when the yields go up 8 bps....🤣 (it's like clockwork) If you started looking at the big picture first and identified the main players in various situations, you would not need to guess and be right 50% of the time and wrong the other 50%. Your odds would increase substabtially and your bets would pan out much better. Use common sense. Fear is good for protection and has a purpose, but it can and does cloud your judgment. Understand the facts, the situation, the probability of this or that, and abstain from extreme views on either side. This is how you win in the market and in life in general. I am not saying buy. I am saying, it is someone else's big problem to solve and by buying, you are betting that they can and will solve the problem. You are aligning yourself with high probability outcomes. Ponder that...

@InvestwithDoc @unusual_whales @grok That VIX will melt your face off

@unusual_whales @grok what should investors know about this?

BREAKING: "Iran hardliners ramp up calls for a nuclear bomb, sources say," per Reuters

@biopharmacaster You'll have to

Another 1k at 5 will hold long term if I have to

$wve bought at 6.5 1k

@CurleyCards @SehnbonTCG Thought SBF was in jail

My beautiful Best-of-Teemo is for sale & I believe it's the first available on the market! I'm sad to part ways with such a beautiful Riftbound card. Please contact @SehnbonTCG if you're interested!

@Christo07291909 @sdav1986 VX2 > VX1 implies contango term structure so in essence you'd short the futures as they converge to spot.

@sdav1986 Isn’t there a trade in the opposite direction if VX2 > VX1

that’s my quant

@aleabitoreddit Cash went from 215 mil SEK in 2020 to 2.7 mil SEK in 2024

< $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market. $LITE and $COHR, have $45B+ valuations today: Largely because of their control over EMLs and VCSELs that they ship to -> InnoLight and Eoptolink. For current pluggable transceiver supercycles. I will keep hammering this home until markets understand: Sivers has replicated this exact, highly lucrative merchant-supplier model for the next paradigm: -> CPO and ELS. And also: -> Lasers that a massive manufacturer like Jabil is using for the current 1.6T upgrade cycle. Sivers saw architectures shifting away from EML and became the pure play supplier for CW. Current Cycle (Pluggables): LITE/COHR supply EML -> InnoLight/Eoptolink build modules -> $GOOGL, $META, $MSFT, $AMZN buy them. Next Cycle (CPO / ELS): Sivers supplies CW DFB -> $POET, Ayar Labs -> flows to hyperscalers like $AMZN, $META, $MSFT and others. However, instead of building up mega fabs with yield/capacity ramp risk: They transitioned to an outsourced, fabless model for high-volume CW Lasers with Win Semi and effectively de-risked scaling. So why does it have a $250M valuation during the photonics supercycle? My opinion: 1. Nobody knows about it yet. 2. Many fund mandates prevents them from buying small caps in Sweden However, when you start looking at obscure upstream names in hyperscaler light supply chain: At the top for the light source sits $SIVE. A small $250M company among $MTSI, $LITE, $COHR, Sumitomo and the $10B-$40B+ incumbents. Again... A $250M company: Powers Jabil's 1.6T LRO optical transceivers modules. Jabil is massive. As well as Ayar, $POET, Enablence/ $ONET and many other names now (that are not disclosed) for diversification. $SIVE found their way to scale as the lightsource of hyperscaler supply chains for future photonic architectures. And looks incredibly undervalued, relative to forward TAM expansion and ramp.

@maxmarchione @MartinShkreli @tbpn Uh oh

BY POPULAR REQUEST ... I will be debating @MartinShkreli about peptides on @tbpn, Monday 12pm PT

@options_insight Is ”carry” here the basis i.e back-month - near month?

Let's talk about the term structure of volatility... There's a natural relationship that many retail traders never learn to read. High vol = inverted term structure (front month higher than back month). Low vol = contango (front month lower than back month). This is almost gravitational. It holds across asset classes and time periods. The trade opportunity appears when something breaks this relationship. If you see an asset trading at 50 vol but its curve is flat (not inverted), something's off. Either front-end vol is too cheap or back-end vol is too expensive. Compare it to other assets at similar vol levels. If they're all inverted and this one isn't, that's a flag. Again, it's not foolproof (nothing is in trading) but it's a potential opportunity. I look at a scatter plot of vol level vs term structure slope across 20+ assets every week. The ones that sit far from the typical regression line are where the opportunities jump out. From experience I know most look at one curve in isolation. The edge comes from comparing across assets and spotting who's out of line.

@PK_Fund @grok does this square with was has been laid out in the indictment?

$SMCI I urge all of you to read the indictment here: storage.courtlistener.com/recap/gov.usco… Please read the indictment rather than relying on someone else’s interpretation — including mine. There is a lot of noise from uninformed people trying to profit from this who have not read a single line. Whether the predicted price drop happens tomorrow will ultimately depend on how smart money, market makers, and bondholders interpret this. Remember that. I continue to believe what many of us have said from day one: this is a great company, significantly undervalued, which unfortunately appears to have been under the influence of questionable individuals. Many people confuse the two. SMCI has real revenues and over 7,000 employees. The sad part is that the actions of one or more senior individuals may be undermining an otherwise solid business, including its expertise and relationships in Silicon Valley. Once you read the indictment, you will notice that, as alleged, this appears to be limited to Wally as the only executive involved. If others were involved, it is hard to believe that after two years of investigation they would not have been included. And to confirm what others have said, this does appear to link back to the 2024 DOJ investigation that followed the short seller report. So this is not new. What is new today is that we now have some clarity as to who the alleged bad actors were. As co-founder, board member, and SVP of Business Development, Wally’s role was to drive revenue. Company-1 became SMCI’s 11th largest customer globally, generating approximately $99.7 million in a single quarter. A co-founder and senior executive with stock and compensation tied to company performance had a strong personal financial incentive to keep those numbers growing. Ruei Tsang is described as the individual who initiated the scheme. Around 2024, he already had clients with Chinese end customers but could not sell to them directly due to export restrictions. He approached an executive at Company-1 (Individual-1) with the idea of using it as a pass-through, then introduced Individual-1 to Liaw, and the three of them agreed to move forward with the scheme. His operational role: He acted as the day-to-day operational hub of the conspiracy — directing purchase orders, coordinating logistics, communicating with Company-1 executives about shipment routing (e.g., advising whether to ship through Shenzhen or Hong Kong), and staying in regular contact regarding order volumes and timing. His deception activities included: Falsifying data center lease agreements Conspiring to block auditors from physically entering data center areas Arranging a “friendly” auditor for the October 2024 review Co-drafting false emails to the compliance team with Sun Helping stage dummy servers for the August 2025 audit Introducing additional brokers (Broker-3) into the network As alleged, Wally and Ruei went to great lengths to keep this hidden from Supermicro and its compliance functions — seemingly for their own personal gain. That’s all I have for now. Again, I encourage everyone to read the indictment directly rather than relying on secondhand interpretations.

@PK_Fund @ns123abc Never knew I could invest in a gangster company in the S&P 500

@ns123abc $SMCI The company really didn't know! The company disowns the employees 100 percent. If your child commits an offense, are you guilty as a parent? No! There is a buying opportunity here.

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…