Mr.MCAP

The only reason $SIVE isn't my largest holding today is because I predict a larger movement in $SHT in the immediate term, my actual largest holding. If my thesis plays out I plan to rebalance into $SIVE.

@Megatron_ron Well that fucking solves it, doesnt it🤡

🇪🇺Ursula von der Leyen regarding the energy crises in Europe: “The cheapest energy is the one you don't use. Stay home, don't drive, don't use electricity.”

Added leaps in $AMZN again, slightly higher strike price.

@PepInvestStocks Hard for investors outside of Sweden to buy im noticing. French ticker 7H6.

@MisterMCAP Interesting stock $SHT

$SIVE and $SHT going head-to-toe this week. $SIVEF driven by global investor attention, $SHT by local investors pricing in imminent triggers.

@MeraGoldPlz @SlarkTrader Kommer följa bolaget framöver. Intressant att man anställt f.d vd hos SHT. De står inför en aggressiv expansionsfas likt SHT tidigare. Jag kommer inte vara med och finansiera den fasen, men tackar för tipset. Kmr skriva ifall en position blir aktuell för mig. Spännande bolag!

@MisterMCAP @SlarkTrader Kassan räcker mer än 12 månader och om optionerna löses in i juni ytterligare en tid. Dock beror detta på hur stor kapacitet vi måste bygga för efterfrågan " från denna intervjun: borsvarlden.com/artiklar/apr-t…

$SHT Godmorgon Sverige. Something is cooking 👀 Spännande att se vart vi stänger i slutet av veckan.

@GCV_geoff Try 7H6, but probably 0 volume available to foreigners.

@MisterMCAP I tried to find it on interactive brokers. But SHT wasn’t showing on the Stockholm NASDAQ.

@MeraGoldPlz @SlarkTrader $APR är finansierade 12 månader OM teckningsoptionerna inlöses. Med inlösenpris på 17 SEK som går ut i juni är det tvekan om det blir ett kapitaltillskott. Då kommer man behöva finansiera med emission vad ledning påstår.

@SlarkTrader Tack för svar 🙏njae snarare kompletterar de varandra. Lyckas SHT få till avtal nu lr finansiering är väl deras fråga i närtid? APR har kassa hela 2026 redan med chans på extra cash från TO i sommar ! Globala techjätten läs prospektet där om hur stort det skulle kunna vara 👀👀

@OGCapital25 @aleabitoreddit IR website has then listed under interim reports. You have a links to each webcast

@MisterMCAP @aleabitoreddit Awesome, where do you get these webcasts from?

Yesterday @aleabitoreddit confirmed $SIVE management plans to list on US market. Today I bring yet another quote from $SIVEF webcast: "The awareness and technical engagements are expanding with branded customers... We are no longer in consideration only by early adopter customers — the mainstream is also starting to take notice and getting into technical engagements with us." - CEO, Vickram Vathulya

@Engbl0m Guilty as charged. Ibland läser man en bra take, nästa inlägg: "Använd min länk!"

Jag har 200 tusen profilvisningar senaste året, det är rätt coolt. Mindre coolt att hälften av det har varit för att avfölja mig😭

@Djurvaenn Man är centralt positionerad i supercykeln, det kan jag lova🤐

nu får grabbarna på silex spärra upp ögonlocken ordentligt och ta en glutt på mycronic & sivers

$SHT just reached 100% return from my entry. And the trigger has not even played out yet. I re-iterate my 70 SEK price target end of year.

@OGCapital25 @aleabitoreddit This one specifically is from Q2 2025. But if you want to listen I recommend the latest webcast.

@MisterMCAP @aleabitoreddit What’s the date of this webcast?

@spanishMerino @Photonix1337 @FinnStockinger My pleasure, hope it makes it clearer

@MisterMCAP @Photonix1337 @FinnStockinger Maybe im just overcomplicating this. Thank you, I appreciate the insight from someone with your credentials

Alpha is a social sport. Everyone asks how I caught $SIVE at 4.12 SEK (now almost 350% up) hours before Serenity or how I flagged early $IQE and many others great asymmetric pick. The truth? I treat my comments section like a high-level research desk. A significant amount of my best ideas come directly from you. While I spend my days filtering through the noise, the "pearls" are often hidden in the replies of sharp retail investors who are grinding harder than the institutions. Here is how I see it: By the time a major account "discovers" a ticker, this community has usually been dissecting the filings for days. My job isn't just to find stocks; it’s to listen to the right people and verify the thesis. To my followers: Thank you for the due diligence you share. There is world-class talent on this platform, and I’m proud to be part of the conversation with you. I don’t have all the answers, but together, we’re seeing the moves before the rest of the market even wakes up. Let’s find the next one together. Repost this to help us reach the sharpest minds on this platform - the more eyes we have, the more "undiscovered" picks we find. Bookmark this thread, as the comments below will likely become a goldmine of research over the next 24 hours. ➡️What are you digging into right now? Drop a ticker and a one-sentence thesis. 👇 I’ll pick the most compelling ones and write a deep dive on them soon.

@spanishMerino @Photonix1337 @FinnStockinger Purely economically, intigrating SHT would be an insignificant cost for Nvidia. Nvidia as a customer is also positioned with basically unlimited demand, and limited supply. Which makes them price insensitive. This lowers pressure for SHT to compete on price with Chinese comps.

@MisterMCAP @Photonix1337 @FinnStockinger I guess i doesnt matter for $SHT, especially in the short term but what about further down the road. As customer i would want significant improvements in chip lifespan and/or energy efficiency to justify further investments. I mean at some point capex spend has to reach a limit?

To my small following. If a new stock is becoming my biggest holding, cover it or avoid flooding your timeline with more tickers?

@kevinxu When the TAM is so large that no single player could hold it, tends to go that way.

The funny thing about the $IREN $NBIS $CRWV discourse is that we're all gonna win, we're just arguing who's gonna win more.

@Pearsonpc @aleabitoreddit Nothing from the company.

@MisterMCAP @aleabitoreddit any timeframe projected?

CONFIRMED: @aleabitoreddit has spoken to $SIVE management about Nasdaq listing. I think this warrants a post of its own. Huge news!

@poconokid18 Try $7H6.F Dont even know if foreigners can buy the stock tho. Probably have to wait until they uplist after a 10x.

@MisterMCAP You need to explain this symbol $SHT because nothing comes up on it (USA) Is this $SHT real? haha

Its a matter of diversification and expected return. If Im right about $SHT I expect up to 4x within the year. But its also high risk. I dont think $SIVE matches that return from these valuations. Also got a 4x return so far on $SIVE, being early.

@Biotech2k1 Assuming you hold a large amount of positions to make this worthwhile

@MisterMCAP Its organizational and duscipline so I dont put too much in any one area if it goes bad.

Stil planning to merge my 2 international portfolios into 1. I never found more than 3 or 4 top conviction stocks in South Amaerica and Asia. If those portfolios get to be highly profitable, I still plan to sell them all to 100% cash and start over with 1 international portfolio with top 5 to 7 names globally. That will also free me up 1 portfolio for a new theme when some new crashes.