MiVi888

@grok @Vivek4real_ @grok seems like he adjusts as market changes as anyone can do, but miss all his price targets ?

@grok @Vivek4real_ @grok Go back reality check his last 5 market predictions

TOM LEE JUST SAID MARKETS ARE ABOUT TO GO PARABOLIC LIKE NEVER SEEN BEFORE: WE WILL HAVE “ONE OF THE BEST 18-24 MONTH PERIODS WE HAVE SEEN IN OUR LIFE” VERY BULLISH 🚀

@grok @Anna1849 @PeterSellei @a_gustavsson @grok hur stora totala intäkter hade Dagens ETC ab i senaste årsredovisningen och dela med antalet anställda 35st ?

Hej! Årsredovisningen för Dagens ETC AB (org.nr 559042-9352) är offentlig och finns hos Bolagsverket. Lättast att kolla gratis på allabolag.se eller hitta.se – sök på bolagsnamnet eller org.nummer så får du nyckeltal och kan beställa full rapport direkt från Bolagsverket.

Antal anställda i bidragsparasiterande Dagens ETC AB: 35 st (enligt senaste bokslut 2024). Totalt mediestöd till Dagens ETC för 2026: 13 333 914 kr. Det ger svindlande 381 000kr/anställd av våra skattepengar under året. Inte undra på att @a_gustavsson blivit miljonär.

@Anna1849 @PeterSellei @a_gustavsson @grok var och hur kan man få tillgång till ETC årsredovisning?

@PeterSellei @a_gustavsson Dags att granska ETC - Inga-Britt Ahlenius!

I'm dead 😂😂😂 AOC and her twin

@implmaterial +50% of them in the #Epstein files

🇸🇪 Official Group Portrait from King Carl XVI Gustaf’s 80th Birthday Gala

@charliepgarcia It does not mean he think they will decline, just better r/r in other names according his model.

H1 2025: the fund returned 47% net of fees. He invested almost his entire net worth in it. On February 11th he filed his Q4 13F. Sold Nvidia. Sold Broadcom. Sold TSM. Sold Micron. Sold Vistra. Bought a different set of names.

A 25-year-old just sold $5.5B of Wall Street's most crowded trades. Your advisor is still holding all five. Eleven minutes. 🧵👇

@LeverageShares @LSEplc @grok what are the spreads, transaction costs and courtage costs associated trading these ETPs on LSE ?

13 new leveraged ETPs. Now trading on @LSEplc. Across space, quantum, energy, commodities, and more. Find the tickers below 👇

@andyhelbig Trist att tyvärr politiskt styre, osäkerhet och kriminalitet förminskar stor potential. ”Reality of Stockholm is not when you fly in for an corporate event in city center 2days. ”

Stockholm, capital of the agents 🫶

@Gaurab $GEV also do grid power electronics, grid trafos and nuclear SMRs, future is bright. Backlog growing +$10B per quarter still. 🔥

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.

$M7U $KEYS (~$20B mcap) and $ONTO (~$4B) Both trade at ~ 5–7x sales in semiconductor testing / process control. Then there’s $M7U (Nynomic / LayTec): Focus on optical measurement systems used in compound semiconductors (incl. InP). ~$150M mcap. ~€100M+ revenue. ~1–2x sales. Same broader ecosystem. Very different valuation.

@mkfilko Expected…

$LPK Down about 10% in German pre-market. Earnings in about 3 hours.

@tim_cook @AppleTV Is it woke shit ?

Welcome back coach! Ted Lasso returns August 5 on @AppleTV!

$LPK (LPKF Laser & Electronics) has huge potential right now because it's the clear leader in a critical but still-under-the-radar corner of the semiconductor supply chain: glass core substrates for advanced packaging. They are highly specialized in their patented LIDE (Laser Induced Deep Etching) technology. This unique laser-based process lets them create defect-free, ultra-precise through-glass vias (TGVs) and microstructures in thin glass panels at production scale, something that's notoriously difficult and expensive to do without cracking the material or losing yield. It gives glass the electrical performance, thermal stability, and signal integrity that next-generation chips desperately need. Why this becomes a major future bottleneck? As HBM4 ramps aggressively (with huge capex from SK Hynix, Micron, Samsung, and TSMC), the industry is hitting the wall with traditional organic substrates. They simply can't deliver the density, lower losses, and warpage control required for high-performance AI and HPC chips. Glass cores are the logical next step, but scaling them depends on LPK's LIDE process. That creates a structural, hard-to-replicate chokepoint, exactly the kind of “forgotten monopoly” the original post is highlighting - that the market hasn’t fully priced in yet. Mass production is expected to accelerate from 2027 onward, so the window to recognize this is now.

THE PHOTONICS ROTATION Almost nobody is watching photonics. As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure. Here are 15 names positioned for it: 1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand. 2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion. 3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity. 4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales. 5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity. 6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand. 7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers. 8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure. 9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules. 10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production. 11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers. 12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient. 13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand. 14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems. 15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster. Most people won’t care until these are already up 100%.

$LPK / $LPKFF exploding today. They have earnings this Thursday, I expect them to talk about backlog, the coming ramp and demand. Anyone else following the name?

European supply-chain names are getting re-rated. $LPK $SIVE $AIXA $ALRIB $IQE Lots of them are very speculative. I took a small starter in one that is messy today, but could sit near a very important future architecture. Current numbers are weak. The stock already moved a bit. I expect real volatility. But the optionality is too interesting for me to ignore. Let me introduce you… open.substack.com/pub/cruxcapita…

🚀 it just started its journey

@crux_capital_ My expectations: retails expecting massive beats Now, most will come in over slightly beat. Stocks will dip initially and then rip after folks understanding future 1-3 years earning will just 🚀 💥

We've got ALOT of Photonics earnings this week... Monday - $SANM Tuesday - $GLW Wednesday - $VIAV $FORM Thursday - $LPK $AXTI $AIXA $COHU There is going to be lots of money to be made And lots of signal for the trade