papo pipo?

@stockplaymaker1 VSA

@ParadisLabs @X I’m working through this to get a definitive answer. Will let you know and thank you!

@PRFinandom @X You don't have access in the US? Or do you need to update your permissions? What about Japanese stocks? Will be posting some research tomorrow

New Long Idea: OE Solutions (138080.KQ) > OE is one of 4 companies that can make 1.6T laser sources…at just $370M MC??? > And I've not seen anyone mention their name on @X...? > When they're in the same layer on the supply chain as $LITE and $COHR ... but at a fraction of their prices. The core bottleneck is shifting from raw compute cycles -> energy + bandwidth efficiency of the interconnect fabric. OE Solutions is a critical player in the transition from traditional pluggable optics -> CPO. Their CMO said recently: “By providing a high-power, thermally stable light source, we are removing the primary roadblocks to next-generation AI networking.” “We look forward to shipping samples in Q3 2026 to accelerate the global transition to 1.6T infrastructure.” OE Solutions has solved the thermal wall bottleneck that was previously preventing $NVDA & other hyperscalers from moving beyond 800G. The bottleneck has moved to the physical layer of the network. $AVGO etc. have warned that supply chain constraints have migrated to high-power laser components. The move to 1.6T networking requires signaling at 200G per lane. At these speeds, traditional copper fails, forcing a shift to optical fiber for even the shortest distances within the data center rack. The solution is CPO: Which integrates the optical engine directly onto the switch ASIC package. However, CPO introduces a new dependency; the need for an External Laser Source. There are only a couple companies globally capable of manufacturing InP lasers with the necessary power (23dBm) and thermal stability (internal TEC cooling) to drive 1.6T CPO systems. OE Solutions is one of these few. OE Solutions are a Tier-1 supplier to Samsung Electronics and $NOK. They incorporate OE Solutions' transceivers into the networking hardware they sell to hyperscalers like $AMZN, $GOOGL, and $META. The supply chain is something like this: 1 > InP substrates from companies like $AXTI and Sumimoto 2 > InP substrates fabricated into lasers by $LITE, $COHR, OE Solutions 3 > Packaging & photonics by companies like $TSM, $FN, Foxconn/TFC 4 > $NVDA, $AVGO, Samsung, $NOK for networking and system integration 5 > Hyperscalers like $META, $MSFT, $GOOGL $NVDA has direct investments in $COHR + $LITE: But OE Solutions acts as the strategic non-China third source for high-power laser engines needed for the Spectrum-X and Quantum-X photonics platforms. InP laser market: Dominated by three players - $LITE, $COHR, OE Solutions. But OE Solutions has a unique Moat that makes it a superior investment play for the 1.6T cycle: As Western hyperscalers de-risk from Chinese vendors (which are 7/10 globally for modules), OE Solutions is the only vertically integrated Asian player outside of the China-US trade friction. OE Solutions has successfully brought production in-house - while competitors like $COHR are still buying laser chips from $LITE due to yield issues. Internalizing Laser Diode chips allows OE to capture the 50%+ margins that fabless competitors must pay away. They also have a significant software moat: OE's partnership w/ AimValley lets data center operators monitor link health in real-time. A feature $COHR and $LITE typically lack at this price point. In terms of valuation: Historically, OE purchased LD chips externally, keeping gross margins near 10%. W/ internalization, margins are set to expand toward 34% - 42% by late 2026. OE historically traded at a 1.0x - 1.5x P/S as a telecom company. But peer companies like $LITE and $COHR trade at 5x - 8x. Applying a 6.0x P/S multiple to 2027 forecasted revenue of ~$135M: Implies a MC of $804 million USD - More than 2x current. So, undervalued given fwd earnings growth.

@aleabitoreddit How can you access $SIVE through IBKR?

Soitec is now up 64% in 1 month since my TLDR thesis post. Lot of people made fun of $SOI as a “no fundamentals meme stock” when it corrected after I posted (because of Iran/macro). But my longs, especially with CPO/Silicon Photonics related stuff like $SIVE that scales into 2029. Sometimes just need time to play out? It’s a genuine monopoly in the substrate layer and it’s likely bottoming in their legacy drag segments.

@cobraalerts TRADE

I’ve only seen this setup 1 time in 6 years 👀 I’m putting $500k in this SINGLE stock Very similar to $UNH that made millionaires •$100 → $100,000 overnight •$300 → $300,000 in a single day This is the third time. (Must be following) Like + Comment “TRADE” and I’ll send it. ‼️

@terhyc Stock

@AlfieJCarter Claude

If you don't have my "Claude Power User Playbook" yet... The one I built to get 10x more output from Claude every session with a complete system across settings, prompting frameworks, file creation, memory management, and advanced workflows... Just comment "CLAUDE" and I'll DM it to you for free (must follow)

If only there was another moment when oil was about to hit $150 and a major financial crisis had already quietly emerged

@felixprehn Workbook

UPDATE: The automation is capped - I'll be sending the workbook to you manually over the next 24 hours. If you haven't opted for the giveaway, please comment on this post with "WORKBOOK" and I'll send it to you + reply to your comment once I do. Thank you guys! We hit over 1k+ comments on this post.

🚨 BREAKING: $HIMS AND $NVO END FEUD $HIMS WILL SELL NOVO'S BRANDED GLP-1s ON PLATFORM AGAIN SOURCE SPOKE ON CONDITION OF ANONYMITY TO BE FORMALLY ANNOUNCED AS SOON AS MONDAY SOURCE: BLOOMBERG (@G0INGMAD)