Lord Daws

3.9K posts

Lord Daws

Lord Daws

@lorddaws

Zero Alpha, all noise

Se unió Haziran 2017
26 Siguiendo97 Seguidores
Lord Daws
Lord Daws@lorddaws·
@CredibleCrypto The prices for quality alts is brilliant long term opportunity. The perfect time for building when it's quiet like this in crypto. The wind will come
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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
Timeline seems filled with people capitulating on crypto all of a sudden lol. The disbelief is real. Love to see it 🍿
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Lord Daws retuiteado
Governor Gavin Newsom
Governor Gavin Newsom@CAgovernor·
61 days into Donald Trump's war with Iran, the national average for a gallon of gas is now $4.30 — up 44.3%. That's ON TOP of higher prices for groceries, shipping, flights, and more. And the response from the Trump Administration and GOP Congress? Crickets.
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit I'll be honest, I think the golden dome is really retarded project idea. You can't scale up the Israel iron dome to cover a whole country. Even if you wanted to cover select cities it would be prohibitively expensive and ineffective
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Serenity
Serenity@aleabitoreddit·
If you’re curious why $SIVEF is up even more today. $SIVE, as a CHIPS act recipient: Now likely powers the Golden Dome. As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS. York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome. So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.
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Mac 🐺@MacnBTC

$SIVE +200% something in only 2.5 weeks all credit to @aleabitoreddit, made me more than I made in crypto past 5 months

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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
"Technically we front-ran it by a hair earlier so would not be surprised if it gets properly tested in the coming days but this is looking very healthy right now." And here is that proper re-test! Moment of truth fam, if we hold this retest then things are about to change in a big way imo. $BTC
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CrediBULL Crypto@CredibleCrypto

Our key zone holding and a very nice consolidation right above it. Technically we front-ran it by a hair earlier so would not be surprised if it gets properly tested in the coming days but this is looking very healthy right now. $BTC

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unusual_whales
unusual_whales@unusual_whales·
Pentagon is considering trying to suspend Spain from NATO, per reporting by Reuters
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Bold
Bold@boldleonidas·
CT is a lot of poor people pretending to be rich. Rich people pretending to be poor. (And one rich person pretending to be a cat).
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Lord Daws
Lord Daws@lorddaws·
@woofystocks @aleabitoreddit My partner works at another shoe brand and MOST people they've hired from Nike are crap. They're plodders who don't know how to shift
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Joe
Joe@woofystocks·
@aleabitoreddit Who are they supposed to hire lol is there any clothing brand stock doing well rn?
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Serenity
Serenity@aleabitoreddit·
Just a thought… Maybe don’t hire a $NKE “veteran” to lead the $LULU brand revival? It’s the equivalent of PayPal hiring the former HP CEO. I’m just speechless.
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Serenity
Serenity@aleabitoreddit·
The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence). Launch date around late H2 2027 from estimates and the graph provided. Imagine Apple mass producing consumer hardware with 50M+/units a year… Off a $850m MC laser supplier lol. Then with whatever Apple does, you’ll get $GOOGL, Samsung, and the others following along next.
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weewoo@itsakek

@SiversSemicond @aleabitoreddit a bit cryptic, thoughts?

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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit Why do you think Sive is so pivotal to this? There must be other suppliers surely
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit Under Trump, the US is becoming more of a risk to the world than China. I really hope when he goes the US reverts back to what it was
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Serenity
Serenity@aleabitoreddit·
There's a reason I spotlight EU small caps. This my investment thesis that I haven't publicly stated yet. And I hope people spend the time to read: From $ALRIB (quantum/MBE), $LPK (glass substrate), or $SIVE (DFB Lasers). Or even Asian names like Nippon Chemical. It's to prevent hostile actors from taking over or disrupting critical chokepoints required by America. FiconTEC (Europe) as one example (though private) was acquired by Chinese CCP affiliated companies. Not even sure how this was legal and Germany should 100% seize it back from China. They were a quasi-monopoly over testing for CPO/SiPH needed for AI and LIDAR. It's clients include the most critical players in AI and semiconductors, such as $NVDA, $TSM, $AVGO, and $INTC. Over time, significant intellectual property and technological IP transfer to China is highly likely after these acquisitions and they'll have more control over US supply chains. With enough American ownership enough spotlight on these companies: we would be in a worse shape with hidden CCP ownership/takeovers. Or we would have more backdoors on American supply chains like with $AXTI and InP substrates (if we weren't building up independent capacity now). The EU has allowed upstream supply chain chokepoints (like specialized testing or substrate manufacturing) to be bought out or have their IP transferred by geopolitical rivals. While America still not might realize a lot of these vulnerabilities. This is the most I can do as a retail investor to prevent this from happening. Eventually policymakers will pay attention and prevent this from happening if all the movement happens from grassroots (retail) and bottom up.
originalPrecipice@OrignalPrepuce

@aleabitoreddit American capital still has to capture all the EU small-middle caps, then …

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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Investors are dumping US stocks for international markets, per Bank of America.
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drew
drew@drewcoucho·
@aleabitoreddit Surprised that $SIVE isn’t getting sympathy gains from the $POET news? Can the hit piece really have been that bad?
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Serenity
Serenity@aleabitoreddit·
Oh wow, I missed this. That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships. That translates materially to $SIVE laser production as well. Markets haven't fully priced in either yet imo.
PelicanTrader@satoritrade

@aleabitoreddit $POET CFO also said that he's expecting purchase orders "far in excess" of the $5 million order they received last Oct. If these orders come through, revenues could ramp meaningfully in the coming quarters

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Serenity
Serenity@aleabitoreddit·
Woah... European stocks go brrr. $SIVE +12.76% $SOI +11.33% $ALRIB +9.08% $IQE +6.3% When $4B+ MC companies like Soitec go up 10%+ a day, this is likely institutional buying as seen with IQE and Point72.
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Lord Daws retuiteado
ZachXBT
ZachXBT@zachxbt·
A summary of the RAVE -95% price fluctuation from $26 to $1 over the past 24 hours. RAVE Timeline: April 18, 2026 7:26 am UTC: I posted a call to action for Binance, Bitget, & Gate to investigate RAVE market manipulation and offered a $10K bounty. 10:56 am UTC: I posted an update increasing the bounty to $25K. 11:18 am UTC: Bitget publicly acknowledged the call to action. 2:08 pm UTC: Binance publicly acknowledged the call to action. 3:06 pm UTC: RaveDAO posted claiming they have no involvement. 4:19 pm UTC: Gate publicly acknowledged the call to action. In the days leading up, on April 13 & 14, I confronted RaveDAO co-founder Yemu Xu (wildwoomoo) but have yet to receive an answer. RAVE launched in Dec 2025 on Binance Alpha with a 1B total supply. The addresses below, linked to the initial distribution, control ~95% of the RAVE supply (h/t Mlm): 0x9831156F1a6E506Fca41503590b42F07c2e80f54 0x8Ed6245C3276307E1A9D9Dc872E98A0E770070fd 0x6020656d1EF182173E45D4Fc375BDD5a48c674B0 0x2664cB80a5ee7D8EC05fe7C752dD62E078056E6d 0x2D81F8AeBf3e58A5e638006c9fd8F38C5220ecab 0x31694d761A8e851cFFbCd286aC54D01e5Ce5aFe6 0x0A1F07993a51CcEb4f52CA67765AECeADDA790d7 0xEB74Df8588cFC1C179Df4bd96C0bB8B227B9bE92 0x53d7d52301366DC14E1916b14eFeC1aDD8F3487b I found suspicious CEX activity in April 2026 tied to RaveDAO team addresses onchain, which potentially contradicts their recent statement: Bitget 0x2dc20f2180582172f5450c5d71e23fa438a7031b 0xa3a02aeb97fc1737c66f50d07d024799c137891d 0x2d95eb42525e6087e0cb7869f98da6838ed2e743 Gate 0x31711246b05d71e9eda5e38a3abb654020ee3353 Given the supply concentration, the team at minimum knows who is responsible for this price action. A simple litmus test: $6B in market cap was wiped out on just $52M of 24hr liquidations (h/t CoinGlass). That ratio points to a manipulated and unsustainable valuation. RAVE is not the only token with manipulation we have seen on major centralized exchanges. It's just the most blatant, reaching a top 15 market cap within 10 days before dropping 95% in hours. Other projects with highly questionable price action recently include: SIREN, MYX, COAI, M, PIPPIN, RIVER. Exchanges need faster intervention on manipulation. Detection at scale isn't easy, but each day of delay means retail traders absorb losses while platforms collect fees on the volume. The outcome is the same regardless of intent. While it's good the exchanges responded, I find it unlikely this activity wasn't spotted internally before I raised it publicly. I recognize how much this behavior takes from retail traders, and I plan to investigate similar movements in hopes of identifying the responsible parties. I want to reiterate that I did not take a position. If I had, I would have been liquidated myself. I also could not anticipate if or when the exchanges would comment publicly. My $25K bounty will remain active since the only DMs received were unverified claims rather than non-public information with supporting evidence as requested.
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Lord Daws
Lord Daws@lorddaws·
@santiagoroel Start anyway, you'll learn with theory, you'll learn faster through experience and errors. No one is ever ready
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Santiago R Santos
Santiago R Santos@santiagoroel·
I have a constant feeling of being behind on AI and having a suboptimal stack What’s your optimal setup - post below
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Lord Daws
Lord Daws@lorddaws·
@0xaporia You'll never be ready, so start anyway
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