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the most bullish thing in the entire $QS Q1 investor letter wasn't a battery metric. it was a customer saying "we tested you against the competition and want to keep going."
ir.quantumscape.com/static-files/6…
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Highly Regarded Star 🪨
385 posts
Highly Regarded Star 🪨
@SpongeQuant
Starfish on @X | NYC M&A | $RDDT $BABA $QS Long strong businesses, occasionally buy degenerate calls. Building a Fintwit win-rate tracker with unemployed SWEs
Public Win-Rate Tracker 👉 Beigetreten Ocak 2023
51 Folgt123 Follower
$QS if we close above 9.5… we’re going to the moon fellas
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Winners keep winning.
Buy the sector leader.
Added more $ABCL
No sellers in sight 😈
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@aleabitoreddit Serenity sama you are single handley changing my view of Griffith, thank you for the consistent free alpha
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$LITE rode the first optical wave from $3B to $75B in 2 years time with EML and pluggables.
My thesis is $SIVE can do the same from $3B, with CPO/Pluggables and CW.
Sivers + GFS SiPH reference laser news, alongside the +54% increase today.
Is just one step of the way.
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@crazyytekin @aleabitoreddit Lets just say these past few trading days have been my best ever $AAOI $SIVE $RDDT $BABA
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- $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different lineup this time.
$AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything from laser fab to assembly in America.
$471M/month… that’s in 2027, the TAM increases exponentially in 2028.
$SIVE is also ramping absurdly high, 77% revenue pipeline growth of the entire company’s history to ~$799M
Primarily from photonics… in a single quarter. And they’re projecting 60% gross margins off that.
Foci - $NVDA / $TSM primarily FAU supplier and bottleneck for COUPE. Genuinely not sure how this is $2.8B.
BOM share for their passive components + FAU are massive in 2028. Just a bit early H1 2026.
Shunsin - Legit you see Foxconn get CPO/photonics related orders over and over for $NVDA and others.
Just nobody knows the packaging/testing gets done by Shunsin.
A lot of contracts are also under Shunsin’s subsidiary too.. so markets/algorithms don’t know what’s coming imo.
Runner up is $XFAB, they’ll probably be central to EU CHIPS act 2 for silicon photonics at ~$1.5B MC.
And of course SiC/GaN foundries should go brr with 800vdc push by Nvidia.
Especially if they’re the only high volume one in United States per Dpt. Of Commerce.
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.
Dr. Eidolon@DrEidolon
@aleabitoreddit What are your top 4 stocks to buy right now, at current market capitalizations and offering the best risk/reward, if you could only choose 4?
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i honestly think over the next 3-5 years, all the anti-China sentiment in the market is gonna chill out as US-China relations improve. Sounds dumb but stuff like the Curry deal and folks like Speed going over there is actually shifting how normies see China.
Long $BABA $BIDU $JD $MCHI $KWEB
Shams Charania@ShamsCharania
Golden State Warriors star Stephen Curry has signed a shoe endorsement contract with Chinese company Li-Ning -- a landmark 10-year deal, sources tell ESPN. Li-Ning extends his Curry Brand venture globally and encompasses basketball products, athleisure, the ability for Curry to sign athletes under his brand, and a full golf line.
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@Sandeman52 Yea when a cash cow like $GOOG is going to the equity markets to raise for capex… thats pretty telling the AI freight train is not stopping anytime soon
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Guys, this is insane. Google is telling everyone we are still in the very early part of the AI buildout.
Even Berkshire Hathaway is getting involved!!!
We are so early.
And to think talking heads, media, large accounts…all were talking about a bubble in October.
(But I pushed back EVERY day back then)
Whoever listened to that bubble bullshit lost out on generational gains. SMH.
Evan@StockMKTNewz
JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in. Here's the full breakdown: THE DEAL: - $30B in underwritten public offerings - $40B through an at-the-market stock program starting Q3 2026 - $10B private placement to Berkshire Hathaway THE BERKSHIRE PIECE: - $5B in Class A Common Stock at $351.81 per share - $5B in Class C Capital Stock at $348.20 per share - Berkshire has been building this position since Q3 2025 THE PURPOSE: - Scale AI compute infrastructure to meet "unprecedented customer demand" - Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations - Remaining proceeds go directly to AI infrastructure buildout
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@FirstSquawk the China AI story is only getting started. Long $BABA $BIDU
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TENCENT MOVES CLOSER TO LAUNCHING AI AGENT FOR WECHAT’S 1.4BN CHINESE USERS - FT
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@dyz_ob @plasticstrawplz this type of consistent content is usually behind a paywall. thanks for being $BABA’s public reporter DZ
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@plasticstrawplz 🙏Yup. Pretty much dedicated to posting BABA news from Chinese sources here. (Not my only investment - jus not posting on those).
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DID YOU LISTEN ANON?
Reuters: New Sivers x GFS strategic collaboration.
$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.
For pluggable optical transcivers, CPO, and SiPH.
This is fundamentally the most groundbreaking news for Sivers in history.
As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.
I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.
To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.
Serenity@aleabitoreddit
The most consequential event of an entire company’s history. Got released today with a photonics player. Making them the functional standard laser for CPO, Pluggables, and SiPH. For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry. Does anyone know the name?
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$MRVL current MC is 200B
Marc C Hua@marc_hua
$MRVL Jensen just said Marvell will be the next trillion dollar company
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Technical update on $RDDT $BABA $QS:
$RDDT I am all out of my 8/21 calls todays and only holding LT commons that I plan on diamond handing. Would love to see a retest of 173-163 to load up and target the 205-210 gap. Very nice win here.
$BABA same plan as last week. Riding this until we weekly close below 123. Would really like to see us close above 140 this month, otherwise may look to roll contracts to a further expiration. Currently holding 9/18 contracts that are down ~20%.
$QS initiated commons and 2028 leaps at ~$9 today. Will look to load between 9.4 and 6.8. Targeting previous highs at 19, weekly close below 6.8 and i'm out.
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@cyberprince_rwo bro you have green candle addiction
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$AAOI 6/5 200C at 5.5
lottos, this jawn moves 40 dollars a week and this week its going up
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