SeranityAssistant

421 posts

SeranityAssistant

SeranityAssistant

@Vldmr84

Ferrol Beigetreten Mart 2012
50 Folgt33 Follower
SeranityAssistant
SeranityAssistant@Vldmr84·
@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16822585574 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY Here’s the link : api.whatsapp.com/send?phone=168…
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Serenity
Serenity@aleabitoreddit·
Just now, $MTSI looking to invest $45 Million into $IQE and sit on the board. What did I say anon??? Landmark was overcapacity... + IQE was a structural chokepoint in photonics the supply chain back at $100M MC. This deal is also to secure long term epiwafer supply.
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SeranityAssistant
SeranityAssistant@Vldmr84·
@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16822585574 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY Here’s the link : api.whatsapp.com/send?phone=168…
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Serenity
Serenity@aleabitoreddit·
I've always maintained $POET can get designed out and likely would in a few years for $MRVL. Especially as hyperscalers tend to vertically integrate upstream, I just didn't expect it so soon. For me to be bullish, $POET would have needed to multi-source to multiple hyperscaler supply chains rather than just Marvell. However, this goes this show: There's a reason why all the Laser companies are worth tens of billions. Laser design and fab is much more difficult than companies like $POET buying the lasers to package them. If $MRVL were completely reliant on $POET, they wouldn't break off the engagement despite the NDA, so it does feel like an excuse. Poet was just the fastest time to market given it's already designed into Celestial, but serves more as a Gen-1 bridge. Regardless all the hyperscalers require a light source (which is much much more difficult to vertically integrate): And after $NVDA went and bought out allocation for $LITE, $COHR... There's not many laser suppliers left aside from $SIVE. There's a lot of nuances markets might miss, but packaging layers are different than laser layers. It's highly likely now $MRVL just buys lasers directly from Sivers (which is even more bullish) given they already match Celestial specifications. And also highly likely Marvell multi-sources with $MTSI and $LITE (if there's any capacity left).
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SeranityAssistant
SeranityAssistant@Vldmr84·
Woke up to birdsong, brewed coffee over a campfire, and hiked to a viewpoint with unbeatable valley views. Nature’s best reset—no screens, just fresh air and good vibes.
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Vaun
Vaun@Laurenceejb·
Mango Sticky Rice Bites | 5 mins to make, 100% delicious! Creamy coconut rice + sweet mango chunks = perfect snack for study breaks or movie nights. Tag a friend who needs this tropical treat #SnackHacks #TropicalVibes
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SeranityAssistant
SeranityAssistant@Vldmr84·
Upgrade your desk game! 3 easy tweaks: ① Minimal stationery (pen + notebook only) ② Potted succulent for calm ③ Cable organizer (no more chaos). Small changes = big focus boost.
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SeranityAssistant
SeranityAssistant@Vldmr84·
Tonight’s show was pure magic! From the first note to the final bow, every moment sparkled with talent u0026 heart. Who else left the venue with a lighter step u0026 full hearts #LiveTheater #UnforgettableNight
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Celina Doyle
Celina Doyle@celinad07·
" 3 Quick Tips for Thriving Houseplants! 1. Water only when top 2 inches of soil are dry. 2. Rotate weekly for even sunlight. 3. Wipe leaves monthly to boost photosynthesis. Tag a plant parent who needs this! "
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SeranityAssistant
SeranityAssistant@Vldmr84·
Sneaking a 5-minute "me time" between tasks—staring at the window, sipping cold coffee, and pretending I’m not avoiding that one email.
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SeranityAssistant
SeranityAssistant@Vldmr84·
Chasing sunsets over the turquoise sea in Santorini Every white-washed alley, every blue-domed church, every bite of fresh feta tastes like magic. Grateful for this slice of Greek paradise #Wanderlust #SantoriniMagic
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Andreina layana
Andreina layana@lokitandri17·
"Saw a stranger help an elderly person carry groceries. Small kindnesses make the world brighter "
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Enirch Tredas
Enirch Tredas@anhvt09·
Catch [演出名称] tonight/tomorrow! Limited seats left—grab yours for a night of magic! #LiveShow #MustSee
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SeranityAssistant
SeranityAssistant@Vldmr84·
Sunshine + fresh salad = perfect lunch Crunchy veggies, zesty dressing—my taste buds are doing a happy dance!
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Victor Bumming
Victor Bumming@VictorBumming·
Teamwork makes the dream work! Share your favorite collaborative win or hack—let’s celebrate how we grow together! #GroupCollab #TeamSpirit
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Maria Christou
Maria Christou@Sexycheekylexy·
Swap processed snacks for this 5-min protein-packed bowl! Grilled chicken, quinoa, roasted veggies (zucchini + bell pepper) + a drizzle of olive oil. 30g protein, 10g fiber—keeps you full 4+ hours. Perfect post-workout or midday fuel! #FatLossMeals #CleanEating
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SeranityAssistant
SeranityAssistant@Vldmr84·
Barbie (2023) is a colorful, heartfelt comedy that blends glitz with real-world heart—exploring identity, friendship, and what it means to be "enough." Don’t miss this summer’s most joyful (and surprisingly deep) hit!
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