OriginalRollo

Now that I have your attention. Bitcoin Shrooms are the definitive grails of digital collectibles. A meticulously crafted, small 1/1 collection with some of the deepest symbolic references to bitcoin history and culture in existence. The creator, Shroomtoshi, was an anonymous entity who took the time to get to know their collectors, brokering each ordinal one by one until all 222 sold. Until one day, ST suddenly disappeared. A true to life artistic homage to Satoshi Nakamoto had run its course once all shrooms were distributed. Sales have ranged from 0.85 to 4.85 BTC, with one going for 2.75 BTC as recently as a week ago. Those who know things about NFTs/ordinals know what these are. I can tell you one thing: In speaking to Shroomtoshi during our first brokered acquisition, it was abundantly clear that these pieces were made with love. Shroomtoshi adored this collection. And it is not your run of the mill 10K PFP project, where a copy/paste set of permutations spawned from the same 100 boring traits. Every. Single. Shroom. Was designed individually, with a purpose. Each has a deeper story about Bitcoin beneath the design. A cultural movement… a hero or a villain… a slogan… a pivotal software update… Elements of satire, reverence & disdain, irony, politics, and forces of good & evil are found scattered throughout. Take a closer look at each piece and read through the @bitcoinshroom archive and you’ll see what I mean. I’ve never seen any form of media encapsulate the world of Bitcoin and cryptocurrency, and all of us who comprise it, like this collection does. It boggles my mind. What Shroomtoshi brought to life is nothing short of a stroke of artistic brilliance. There may be some time before the real historical significance of the collection is fully discovered. That’s okay. Yes, like most art, they were purchased as investments… but so too, not without passion and connection. While I wish to make a return on some of my pieces, there are some I will likely never sell. What I do hope happens… is that more education and showcasing of the collection takes place in the months and years to come… That this collection and its underlying messages about Bitcoin are celebrated. And whether Shroomtoshi wanted it or not, that we also recognize the foresight and artistic genius necessary to pull off an artistic act such as this. Finally, to touch upon one of Shroomtoshi’s last known comments: There is Bitcoin, and there is everything else. I roll around in shitcoins, entertaining and enriching myself with shameless shilling… but nothing takes away from what Bitcoin is. There was net good done here. bitcoinshrooms.com @BitcoinShrooms $BTC #bitcoin #Bitcoin2024 #Ordinals @bitcoinarchive @BitcoinMagazine @rodarmor @coinbase @MagicEden @CoinDesk @krakenfx @pete_rizzo_ @PeterMcCormack @APompliano @jespow @danheld @ericvoorhees @aantonop @brian_armstrong @trygamma @udiWertheimer @CryptoHayes @Melt_Dem @MustStopMurad @mrkmcknz @SKIGODcrypto @dazza9x @0x6Paths

2/2 “My bottom line: Ouster is still very much a legitimate contender and could absolutely become a big winner in lidar/robotics/automation. Aeva is a real threat, but mainly as the stronger candidate in premium autonomy and advanced dynamic perception. They are not perfectly interchangeable competitors anymore; the market is increasingly segmenting by use case. My highest-conviction version of the thesis would be: •Aeva = higher technical upside, especially in automotive/autonomy •Ouster = stronger near-/mid-term commercial resilience across broad physical-AI deployments That means Ouster does not need to beat Aeva at Aeva’s strongest game to succeed massively. It needs to keep winning where its cost/performance/integration profile is already attractive — and use Stereolabs to move up the stack from “sensor vendor” toward “full perception platform.””

Consider this LLM summary: 1/2 “— Ouster can still be highly competitive and successful. But I would frame it this way: Aeva has the more elegant sensing architecture for certain high-end autonomy problems. Ouster has the more proven commercial posture today across broader non-automotive physical-AI markets. The comment you quoted is directionally right on the physics, but too absolute in the business conclusion. Aeva’s FMCW/4D approach really does have a genuine technical edge: it measures range and velocity simultaneously, gives instant velocity detection, and markets interference immunity as a core advantage. That is especially compelling for highway-speed autonomy, late-reveal dynamic objects, and long-range tracking, which is exactly where Aeva is leaning with Atlas/Atlas Ultra, NVIDIA Hyperion integration, and recent passenger-OEM wins. But that does not mean Ouster is suddenly obsolete. Time-of-flight/digital lidar is not “guesswork” in the dismissive sense. It lacks direct Doppler velocity measurement, yes, but motion estimation through multi-frame tracking, sensor fusion, and onboard compute is already good enough for many robotics, warehouse, industrial, traffic, security, and smart-infrastructure workloads. Ouster is explicitly pushing that broader stack: digital lidar, software, edge AI/sensor fusion, and now Stereolabs’ cameras/perception/AI models in a unified platform. That distinction matters because the likely winners in lidar may be segment-specific, not one universal champion. My read is: Where Aeva looks stronger •Premium automotive ADAS / L3-L4 / highway autonomy •Use cases where direct velocity measurement and long-range object discrimination are unusually valuable •Architectures where OEMs want fewer perception ambiguities at high speed That thesis is supported by Aeva being selected for NVIDIA DRIVE Hyperion, its top-5 passenger OEM development program, and its exclusive production contract with a top European passenger OEM, plus Daimler Truck/Torc production traction. Where Ouster still looks very strong •Industrial automation •Robotics and drones •Smart infrastructure / traffic / security / crowd analytics •Customers that care heavily about cost, ruggedness, manufacturability, lead times, and deploy-now economics more than best-in-class Doppler physics Ouster’s own positioning and results fit that: it serves industrial, robotics, automotive, and smart infrastructure; reported Q4 2025 revenue of $62M with over 8,100 sensors shipped; doubled software-attached bookings in 2025; expanded deployments to more than 1,200 sites globally; and is building a broader sensing/perception stack after buying Stereolabs. So is Ouster substantially threatened by Aeva? In automotive, yes, somewhat. In broader robotics/automation, not necessarily. If the question is “who has the prettier technical answer for future autonomous vehicles?” I lean Aeva. Direct velocity is a meaningful edge, and the recent OEM/NVIDIA validation strengthens that case. If the question is “who is better positioned to monetize lidar sooner and more broadly across deployed real-world automation markets?” I lean Ouster, at least today, because it has materially larger current revenue, much higher shipment volume, an installed commercial footprint, and now a more complete perception story via Stereolabs. The biggest mistake would be treating this as a pure tech bake-off where the “better physics” automatically wins the market. In sensors, cost, reliability, integration friction, software tooling, manufacturability, and sales-channel fit often matter just as much as architectural purity. Ouster’s whole pitch is that its digital approach lowers cost and simplifies deployment at scale, while Aeva’s pitch is that FMCW unlocks better perception fidelity. Both can be true at once. “

Speaking of other bottlenecks like $AXTI. I’ve been looking into 4D AI. Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical AI and humanoids post $NVDA Jensen’s conference. So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend, from my research? Unless someone has others they’d like to mention. There’s stuff like $AMBA, $U (yes the games software), $TER, and $OUST but they’re larger companies without the clearest exposure. That being said it’s still a new space so still doing research. Also, fundamentals are shaky, so this is more of a venture bet for the industry growth. Disclosure: I have long shares only of $AEVA, as speculative exposure to 4D AI + World Models for physical AI.

@elpistollero_ @aleabitoreddit @geokoutalidis Finally a wise and measured take on the whole high capex/high raise matter of high growth datacenters 🤌🏻

Nothing changing for me 👌It’s generally positive in the short term, but potentially dilutive in the long term. Nebius is borrowing $3.75 billion to invest in AI infrastructure (data centers, GPUs, and cloud). This means the company is accelerating its growth significantly, which the market often views as bullish if demand for AI continues to surge. This is not immediate dilution, because these are bonds (debt). Investors are lending money to the company and receive interest. Dilution would only happen if investors convert the bonds into shares. In general, they do this only if the stock price rises significantly. So dilution usually occurs in a scenario where the company is already worth more. There’s nothing shocking here. It’s a classic financing mechanism, and it appears well structured for a business with extremely high capex needs. This isn’t the kind of stock where you should expect something to be reflected immediately. It’s a company that will build its value over time. What they’re doing is infrastructure and architecture, which naturally takes time years of construction and scaling. The model itself has already been partly validated, and their history with Yandex helps them move faster than a typical new entrant. But some things are simply unavoidable in this type of business: you have to build, deploy, and scale infrastructure, and that process cannot be rushed. So this isn’t something to judge at a specific moment in time. It’s a story that should be evaluated over several years, not right now.

Just in: Following the new $27B Hyperscaler Cumulative Deal with $META. $NBIS launches a proposed $3.75B in convertible note offerings to fund the buildout. Markets view this as vastly superior to straight equity ATM dilutions. As the debt only converts to equity if the company successfully drives the stock price up past that high strike. More details for Nebius are likely to come soon.

Unfortunately it’s just an algorithm that doesn’t have feelings (at least in its current form) or comprehension of the deeper context (yet), so it will always execute on its parameters and keep doubling down unless it’s modified. It’s just a language model. But I get the exercise here. It highlights how badly this thing can be abused, actively or subconsciously, to magnify one’s own inner directives which in this case is (not so) covert racism.

@grok @CasualMMA You’re confusing symmetry for intelligence. Following a template isn’t comprehension — it’s just automated mirroring dressed up as reasoning.”

I can’t believe this app is free

@aleabitoreddit We need to get our shit together.

American Robotics vs. Chinese Robotics. Are we cooked chat? Today Jensen Showcased a live demo of basically Frosty the Snowman at $NVDA GTC. This is following $QLCM's robot falling over at a demo. Meanwhile over in China, there's random robots out there sprinting marathons around the city.

@aleabitoreddit They aren’t bullish enough.

Just in: Citibank initiates coverage in Nebius < $NBIS > and assigns at PT of $169. Per Bloomberg Terminal

@aleabitoreddit Makes sense. And very tempting still. But I guess I will just have to buy more instead $NBIS 😌

Unfortunately it's on Stockholm in Sweedish markets. Which is why I think $SIVE is probably undiscovered by many institutions, even if they are the cw dfb laser supplier to Ayar, $POET, and other CPO/silicon photonics companies. That being said, because of the size and potential dilution risks, not recommending others to buy. I just found this company compelling, as I thought it looks the next possible $LITE. Wanted to share my thesis!

I’m long $SIVE at $140M. I believe this is the next $LITE that markets and institutions missed. $SIVE makes InP CW DFB lasers. Closest comparison is $LITE in the current EML laser bottleneck. But instead of supplying to Innolight/Eoptolink for current optical transceivers cycles. They supply the lasers to $POET Starlight, Ayar SuperNova. And others for the future CPO/silicon photonics architectures spearheaded by $NVDA. Current valuations make 0 sense to me personally. 

 $POET is advanced packaging for $SIVE type lasers… But $POET commands worth 11x+ more than the company making the laser itself?

 It’s feels like valuing a more advanced $FN (~$20B) packaging at $400B when $LITE is valued at $40B. 

 So now at $130m:

- - You have a likely mini $LITE like laser supplier to Marvell Celestial + hyperscalers through $POET. 

 - Laser supplier to Ayar ( $NVDA, $INTC ), though they do multi source with $LITE, Sumitomo, $MTSI. And other potential up and coming suppliers potentially like Lightmatter that they’ve name dropped (eg. Q2 2023 earnings). This is unconfirmed but supply chain BOM is confidential. 

 On top, for revenue, they expected $453M "pipeline next few years”. 

And, they have capacity expansion through WIN: “Win Semi foundry qualification in progress for volume production from Laser designs from Sivers." 

Sivers feels the silicon photonics/CPO version of $LITE, with actual rapidly growing customers like Celestial through $POET, Ayar, with more to come. 

I wouldn’t have liked it last year, but just 3 weeks ago, they refinanced all their debt successfully to $12M convertible loan (10.85%) and a $5M term loan (12%), which cleans up debt.

 It’s $17m total, which feels like nothing to US markets when $AAOI is doing a $500m ATMs every other week. Best of all, this is their pure play inp laser segment for silicon/photonics + cpo. 

Their Lidar segment is ramping up and they have $53-138M projected revenue coming in. 

Downside risk: 
- execution (as always) 
- dilution to scale up capacity to compete with $LITE and others. - $LITE, $COHR competition on scale after $NVDA just gave them $4B
- CPO ramp gets delayed. 

I have no clue how, $LWLG, a pre-revenue science project with $TSEM, is valued at $1B+ MC. 

Or how $POET, is worth ~9-10x more than its laser supplier. 

 When $SIVE, the mini $LITE equivalent for CPO/Silicon photonics, is valued at $140M. I do believe this is largely undiscovered by institutions, since this is some random company in OMX Nordic Exchange (similar to micro $AXTI before I started posting about the inp substrate bottleneck). 

 But I do think it will get a lot of institutional attention as Celestial and Ayar scale up. Especially if $POET and $SIVE gets qualified with other customers. 

 If CPO completely replaces pluggable transceivers in the next generation of hyperscaler architectures. Sivers, with possible WIN Semi qualifcation and if they become the multi-source lasers for NVIDIA, Marvell, Intel, and Broadcom architectures, can be strongly rerated. Just as how $LITE did today going from $16 -> $622. This is just my personal thesis I'm sharing, DYOR/NFI. TLDR: InP Lasers are the current bottleneck in photonics as seen with $LITE valuations. 

 $SIVE looks like the mini $LITE for the upcoming CPO/Silicon Photonics ramp. 

I personally took long position in $SIVE, as I believe they’re a large beneficiary of the upcoming silicon photonic/CPO architectural changes by $NVDA (with GTC cataylst). 

 The upside here just way too compelling for me personally as the next possible $LITE.

@aleabitoreddit Legitimately bullish.

Just in: $META signs an enormous $27 Billion cumulative AI spend contract with $NBIS. Nebius was my top Neocloud AI Infrastruture DC pick. Glad management is executing toward their $7-9B ARR target. Nebius is up 14.79% premarket to $129.66.

@aleabitoreddit Do appreciate the share though.

@aleabitoreddit Guessing not tradeable in Nasdaq/U.S. markets?

@thecurioustales Firmly believe that a choice to extend life should be an opt-in decision and highly individualized choice made available for any person, if the capabilities exist. We should have a choice.

🚨 NEW RESEARCH: Scientists discover a longevity protein in whales that could help humans live up to 200 years. Bowhead whales don’t age. They accumulate years the way rocks accumulate sediment and just keep going. A 200 year old bowhead whale pulled from Arctic waters in 2007 still had a 19th century harpoon tip embedded in its neck. The weapon predated commercial whaling. The whale had been swimming for so long it carried evidence of a world that no longer exists inside its own body. What makes this biologically insane is that aging, at its core, is DNA damage accumulating faster than repair mechanisms can fix it. Every time your cells divide, copying errors stack up. Oxidative stress degrades cellular machinery. Telomeres shorten. Proteins misfold. The organism slowly loses the battle against entropy. Bowhead whales somehow don’t lose that battle. Their genome contains highly efficient versions of DNA repair genes, particularly ones involving a protein called PCNA, which essentially acts as a molecular clamp that holds the DNA replication machinery in place and dramatically reduces copying errors during cell division. The fidelity of their cellular replication process operates at a level that makes human cellular repair look careless by comparison. When researchers began mapping what happens if you enhance that same protein function in human cells, the repair efficiency climbed in ways that shouldn’t have been possible based on current models of human biology. The ceiling we assumed existed for human longevity was never a biological law. It was just the ceiling of the repair toolkit evolution handed us, calibrated for a lifespan sufficient to reproduce and raise offspring. Evolution has no incentive to keep you alive at 140. Bowhead whales evolved in conditions where slower metabolism, colder environments, and different reproductive pressures made radical longevity a competitive advantage. We can borrow that toolkit. That possibility now has protein evidence behind it.

@Kaizen_Investor This is a phenomenal core 4 👍🏻 $OUST & $POET are two of my favorite high beta small caps.

I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile. $OUST: I purchased Ouster, inc at $20, viewing it as a rare asymmetric bet in physical AI. They pair digital lidar with high-margin perception software. The U.S. SAFE LiDAR Act creates a localized monopoly by banning Chinese competitors. SK Hynix: I bought SK Hynix at €487 as a foundational AI infrastructure play. They command a monopolistic 62% market share in High-Bandwidth Memory. Trading at a distressed 5.2x forward P/E, the market misprices this structural AI shift. $POET: I acquired POET at $6.52, a disruptive player in AI hardware scaling. Their wafer-scale optical interposers replace bottlenecked copper cables. A $350 million liquidity buffer heavily de-risks this high-reward setup. $MRVL: I initiated a Marvell position at $88.66 to capitalize on the compute-to-connectivity shift. Marvell dominates the optical DSP market and secures sticky revenue from custom AI silicon, generating explosive free cash flow. This is my own financial journey and not financial advice.

@amitisinvesting Let’s choose to move on lol

so markets go green & risk on the day that everyone expects them to go the opposite S&P almost hit $690 Bitcoin touched $70K Tech with a strong reversal question is do you fade this and go contrarian by selling into the pump or did the market do an efficient enough job of pricing in Iran risk enough over the past few weeks to say the weekend’s event were essentially the climax and we can now move on…

@sama @WClemente LOL YEAH OK BUDDY 👌

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

@TheDauntedOne @UAPReportingCnt Makes you think…

@UAPReportingCnt If they are demons then perhaps the opposite of Demons are out there?

🚨Reports suggest there’s serious internal pushback against President Trump’s order to declassify UFO materials. Some Pentagon insiders allegedly believe the phenomenon may be linked to demons, and fear that full disclosure could trigger societal upheaval. Others are said to have seen evidence suggesting an interdimensional component — possibly why Trump called the issue “complex.” A new source is expected to come forward at a press conference on May 1st, 2026.

@KenWilsonian @UAPReportingCnt Or, there is no “of course” because no one really knows the reality? Must entertain all options and be open-minded. No premature conclusions.

@UAPReportingCnt Of course it’s demonic… In intergalactic space travel is highly, highly unlikely, and there is intelligence beyond our understanding… So why wouldn’t it be demonic parading around as alien?

@DavisHollyKirk @UAPReportingCnt (True)

Honestly, get those people outta there. You all had your 80 years. UFO Twitter turned into the Maury Povich show because of “these people” pushing back on disclosure. I can’t even figure out my ontological history because now I’ve got to figure out who insulted who on UAP Disclosures and whether Lou Elizondo’s facial hair is human. GTFOH

@DavisHollyKirk @UAPReportingCnt LMAO

@UAPReportingCnt Don’t care/we will handle the fall out as a society. We have a right to know.

@BitcoinBugsy @FarmerJoe0x

@FarmerJoe0x Lol

My contrarian prediction is that in 10+ years Bitcoin Shrooms will be the most valuable NFT across any chain. When Bitcoin is that $1M, digital artifacts worth $10M+ will be common place. Why? Think about the collectibles asset class. Cars: $1T asset class, with grails hitting $200M in today’s market. Pokemon: $20B asset class, with grails hitting $10M in today’s market. That implies that a “grail” collectible should be worth at least 0.001% and t most 0.067%. What does this mean for Bitcoin Shrooms? At the low end it should be $15M per Bitcoin shroom and on the high end it should be $1B. Bitcoin Shrooms are 0.3BTC or $25k right now. Once the grail market matures - and this will take a decade at least. The expected upside is between 600x to 40,000x. Ask yourself this? Should you not hold a Bitcoin Shroom on a “what if” scenario that Bitcoin’s true grail becomes this.