Ram

Smart money takes profits on huge gap ups. Retail investors chase those gap ups.

@aleabitoreddit @TD_btc24 @aleabitoreddit this kind of summary helps a lot 🙏

Most recent 5 thesis posts I've shared: 1. $HPS.A ($1.77B) - Transformer/Switchgear DC bottleneck 2. $ARM ($152B)- AI CPU ramp 3. Win Semi ($5.7B) - Foundry for CW lasers and other supply chains from SpaceX to humanoids 4. $SIVE ($295M) - CW Laser ramp for H2 2026 and 2027. 5. $TSEM ($22B) - photonics foundry 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.

Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks… That then get frustrated over someone who shares names from $AAOI to $AXTI for free… And then judge $AEHR or $SIVE by previous year revenue without understanding CPO/SiPH ramp in 2027. Feels like these accounts will get eroded over time as people realize they can get alpha for free instead of paying thousands for it.

@aleabitoreddit @aleabitoreddit please advice you thoughts on acceleration vehicle like $ETHU or just $ETH 🙏

Samsung, SK Hynix both back close to ATHs with $EWY following suit. Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)… Or others like $ETH or $IBIT here might not be the worst idea. Especially as rate cut odds (2-3) spiked on derivative markets today. Looks like markets and derivatives really believe in TACO Tuesday this time.

Once we get a new high, the remainder of the year will then again be bearish. 2026 is not going to be easy.

@EchoAnalysis @EchoAnalysis brother is this factoring after SpaceX ipo news or just purely based on TA?

$PL set to pull back 👀 The recent run is choppy and overlapping — typical Wave B behaviour I expect a final flush into the 0.618 Fib Wave 3 target: +368% 🚀

@EchoAnalysis @Venu_7_ bro😳