Jebaim

Shameless promotion of my very first substack article. 2CRSi $AL2SI 650mc with a goal of 1b in revenue next FY without any dilution. High insider ownership, ugly af name, even uglier ticker, growing backlog. It's not your $AXTI $AAOI or $LITE but is in demand and has a lot of upside. It's an AI play without dilution we've seen with $IREN and $NBIS. Comparable companies are $SMCI $DELL $CLS. Let me know what you think! (link in the first post).

$QBAK ER - is this a joke, or an actual company that is supposed to benefit from the memory supercycle? 😅

@majgeoinvesting @claudeai The jump is based on the cash received or an actual business behind it? Insane how long these lawsuits can last.

Complex timeline of $AIXI vs. $AAPL lawsuit, courtesy of @claudeai. Stock pumping on news that Supreme Peoples Court (China) ruled against AAPL last attempt to invalidate AIXI patent. This was likely delaying Shanghai Court decision on the lawsuit. Still risky, yet interesting

@SixSigmaCapital Are those I need exit liquidity posts so obvious these days?

$AXTI down around 35% in a straight line since then. Good call

Or... I'll have to give them more time! Thank you for your attention to this matter.

@UrbanHorizon00 Where did you send it?

@Jebaim3 Bro, didn't you see the message I sent you?

If you spend your time convincing people how clever you are, but then spend as much time pouring crap over $IREN, you don't really get a lot of credibility there. When $NBIS dilutes - omg, this is so bullish, actually, AI, bottlenecks, 300$ Nebius is once in a lifetime opportunity. When $IREN dilutes - omg, what a dumpster fire, horrible company, dilutes shareholders, how can anyone invest in it. They should just do colo. Comparing $SOFI, $AMC, $IREN, and $BYND is just trolling $IREN investors and nothing else. Since I'm a known hater of anime avatars, I just wanted to ask to use the same standard. If you dislike Iren for one reason, I think it makes sense to dislike Nebius for the same reason. Also, since the $IREN critique revolves around dilution, I suppose the poster is actively campaigning against diluters in his favorite sector? $POET $AXTI $IQE $SIVE (sure there's more if I had time to check all the mentioned names). Surely, he isn't promoting other diluting machines? I'm not invested in $NBIS or $IREN, just not a fan of hypocrisy.

@VAT_69may Try looking for bottlenecks yourself, I'm sure you'll find plenty. Being a bottleneck doesn't mean it's a good investment unless you're first and 200k people follow you. Not familiar with the name. Outside of Soitec, I don't follow the sector.

@Jebaim3 He's finding bottlenecks every other day iv lost count on em. I cant even fucking keep up with the photonics names. Btw what are your thoughts on EQIX

@lxjourney_ Pretty much, but in older posts he spent time analysing NBIS dilution citing how it's good actually, while shitting on IREN for the same reason. He obviously hates the company, not its business.

@Jebaim3 it’s just rage baiting iren investors atp. and they keep falling for it … 💀

@ColtonDowe I love your honesty.

@Jebaim3 Us Congress buying it up. Rotten to the core but hey let's make money from it.

Best names under 2b market cap? - Insiders with skin in the game - Low debt / Low risk of dilution - Turnarounds at an inflection point Any ideas?

@ColtonDowe What's your thesis for that one?

@Jebaim3 $ICHR

Shameless promotion of my very first substack article. 2CRSi $AL2SI 650mc with a goal of 1b in revenue next FY without any dilution. High insider ownership, ugly af name, even uglier ticker, growing backlog. It's not your $AXTI $AAOI or $LITE but is in demand and has a lot of upside. It's an AI play without dilution we've seen with $IREN and $NBIS. Comparable companies are $SMCI $DELL $CLS. Let me know what you think! (link in the first post).

@KobeissiLetter "but you never get to the finish line with the Iranians" - true! Especially, when you attack them during negotiations. Twice.

BREAKING: President Trump says "there is a good chance [Iran makes a deal], but if they don't make a deal, I am blowing up everything over there," per Axios. Details include: 1. Mediators are "less optimistic" that a deal is close but say they will work to the last minute to reach at least a partial agreement to delay Trump's ultimatum 2. Iran has accused Trump of planning to commit war crimes and threatened to retaliate with similar attacks against infrastructure in Israel and the Gulf states 3. "The negotiations are going well, but you never get to the finish line with the Iranians," Trump said Futures open in 6 hours.

I followed him closely for more than a year. I've seen enough. 200 tweets about BTC to 150k, about algos, about CIFR to 50, IREN to 200 etc. Way too cocky for my taste. Don't get too carried away trusting anyone. His only interest is his own, not yours or mine. Just saying, be careful brother. I wish you nothing but well.

@Jebaim3 I recommend looking at that influencer's public portfolio performance and track record as a board member instead of reading into satirical tweets, but good luck to you

@jwat_5 $DBO.TO has an inflection point, 2CRSi too - with 0 risk of dilution or other capital raises.

What public micro/small cap growth company at an inflection point hasn’t had to issue shares to raise capital? Bakkt fits your criteria perfectly — massive inflection point with DTR acquisition closing and consumer products launching, significant capital raising behind them, and a sound balance sheet (likely ~$100M cash and no debt).

@amitisinvesting I thought he doesn't need it? Or does he? Didn't he win already? It's hard to follow all of this ngl.

TRUMP: OPEN THE F***** STRAIT oh boy

TACO before Tuesday.

@yianisz What tariffs, bruh?

Let's be honest: this tariff selloff is creating a generational opportunity in beaten-down quality names. $META, $GOOGL, $AMZN all trading at or below their 200-day MAs. If tariffs get paused or softened (very possible), these snap back 15-25% in days. Manage risk, size accordingly.

@rafalwywrocki97 100? 😐

@Jebaim3 IBRX below 100 is a steal