CoreTrader ๐ต๐ธ
6.8K posts

CoreTrader ๐ต๐ธ
@CoreTrad3r
Father. Engineer. Risk Manager. || 1% better everyday. Disclaimer : My post is not buy or sell signals
Bergabung Aralฤฑk 2020
600 Mengikuti458 Pengikut
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@TheMightyChick5 Will have a look, just wanna see some momentum before i pick up
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@CoreTrad3r Fair skepticism - the Akida chips use neuromorphic processing of data like a brain. By only "firing" when data changes, achieves ultra-low power "edge" processing (milliwatts!) allowing AI to run locally on a device without needing a massive power. Imagine in IoT, EV etc mad !!!
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@TheMightyChick5 No it is not moving, no one see this.
Next big thing is already the next big thing.
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@CoreTrad3r @RealSimpleAriel @Peoplewish @Mikey_underdog @TheOneLanceB Yes. Position sizing and risk based on the entire account size.
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Trading is a journey. One year difference. Yes this is 2nd best month on record, but in years past it wouldn't have mattered. I sucked at trading. Still tons of things to fix.
Thank you. @RealSimpleAriel @Peoplewish @Mikey_underdog @TheOneLanceB

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$LWLG Catalyst-Driven Thesis
Catalyst-driven setup accelerating in AI silicon photonics. Pre-revenue, but de-risking fast with real foundry + IP momentum. Optical interconnect bottleneck in data centers is real โ low-power, high-bandwidth EO polymers targeting 200G/400G+ lanes.
Major Recent Catalysts :
โข April 29, 2026: Engaged Michael Best & Friedrich LLP (Am Law 200) as strategic IP advisor. Focus: invention harvesting, patent fortress, international filings, portfolio management & licensing/tech transfer to foundries. Clear commercialization push.
โข March 11, 2026: Development Agreement with Tower Semiconductor โ integrating Perkinamineยฎ polymers into PH18 SiPho platform. Multiple engineering tapeouts planned for 2026 targeting high-speed, low-power modulators.
โข March 16, 2026: High-speed modulator platform now live in GDSFactory PDK for GlobalFoundries. Plug-and-play for designers & hyperscalers.
Fundamentals Snapshot (transparent):
โข Pre-revenue (~$237K in 2025) with typical development-stage losses.
โข Debt-free + solid cash runway into 2027+ via recent raise/ATM.
โข Active ATM (normal for this stage โ funding R&D/tapeouts).
โข Insider sales mostly tax/option exercises post-run (standard, not dumping).
โข ~9-10% short interest, elevated but manageable. No new red flags or scandals.
Risks vs Reward: Execution on 2026 tapeouts/design wins critical. Commercial revenue targeted ~2027. High-volatility micro-cap story stock in a massive AI tailwind (optical transceivers market โ $100B by 2030).
#SiliconPhotonics #AI #LWLG
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@TheWiseAdapter @wallstengine Why too bearish, more like $2000 stocks
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@wallstengine 80% gross margin and raising rev guidance by 30%...
1300$ stock very soon.
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$SNDK Q3โ26 EARNINGS HIGHLIGHTS
๐น Revenue: $6.0B (Est. $4.7B) ๐ข; +251% YoY
๐น EPS: $23.41 (Est. $14.42) ๐ข
๐น Gross Margin: 78.4% (Est. 67.2%) ๐ข
๐น Operating Income: $4.22B (Est. $2.7B) ๐ข
๐น Consumer Revenue: $820M; +44% YoY
๐น Zero-Debt Balance Sheet: Long-term debt reduced to $0
Q4'26 Guide:
๐น Revenue: $7.75B - $8.25B (Est. $6.3B) ๐ข; +308% to +334% YoY
๐น EPS: $30.00 - $33.00 (Est. $22.42) ๐ข
๐น Gross Margin: 79.0% - 81.0% (Est. 73.6%) ๐ข
๐น Operating Expenses: $480M - $500M
๐น Interest & Other Income / Expense, Net: $10M - $30M
๐น Tax Expense: $775M - $875M
๐น Diluted Shares Outstanding: $158M
Other Metrics:
๐น Consumer Revenue: $820M; +44% YoY
๐น New Business Model Agreements: Ended Q3 2026 with three signed NBM agreements; two additional NBM agreements signed in Q4 2026
๐น Standalone Company: Separated from Western Digital Corporation on February 21, 2025
Financials:
๐น Gross Margin: 78.4%
๐น Operating Income: $4.22B
๐น Long-Term Debt: $0, down from $1.829B at June 27, 2025
Capital Return:
๐น Share Repurchase Program: Recently authorized
Commentary:
๐ธ โThis quarter marks a fundamental inflection point for Sandisk โ where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.โ
๐ธ โWe are also advancing to a new business model built on multi-year customer engagements backed by firm financial commitments.โ
๐ธ โTogether, this transformation is driving structurally higher and more durable earnings power.โ
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