Noone
233 posts
Noone
@Nobody_finance
using X to research and refine thoughts I am not your guru, not an expert I am nobody. Not financial advice
가입일 Nisan 2026
57 팔로잉12 팔로워
I love when people underestimated $SIVE like they are with $TRT today.
Although $TRT has started getting more exposure now.
Just feel we still got many soft hands.
- $SIVE YTD: +2000%
- $TRT YTD: +150%
$TRT long-term valuation is $1B! Could definitely happen by 2027.
Athu Invests@athuinvests
$TRT is up 50% since I called it a buying opportunity at $10. Dear one, I hope you listened. Still really early. $1B market cap in the future looks certain to me. My initial theory of them getting exposure across memory, compute, power and photonics has come to life! All 4 ticked 👍🏻
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@MirageWL8 MRAM and FCEL.
I still think about them over a somber smoke
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@aleabitoreddit Also everyone wants to be rich overnight, I still think a lot of these calls have a ton of room to run it just won’t happen in a day.
CPSH is a perfect example of that.
6 months it might not move then another 6 green candles for months
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I think something to highlight also is not all my ideas are green, especially on short term timeframes!
My core three themes are Neoclouds (Energy), Memory, and Photonics.
And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE.
However, I still have pretty large losses following the false analyst report on CPO delays that $NVDA refuted:
That nuked 3 of my TW CPO longs from Foci, Msscorp, Xintec and others. (which are heavily red). Shunsin / Win Semi are holding up much better though.
Some of the other ones in Japan that I've mentioned like Towa, Harmonic Drive, NCI, etc. are performing much better following short-term volatility.
As for Korea yes I have PTSD for from Auros and now Foosung that are both both red (I didn't own 093370 though, just got PTSD watching price action).
Idk if I'll touch Korea again, just way too volatile. But I still think those will end up green eventually following Sk hynix/samsung qualifications + HVM, and the future japanese supply chain shutdown.
I also did change some of my previous long ideas like $XLU following the Iran War nuking all chances of rate cuts from 3-4 down to 0, and that didn't play out too well. Three software names I mentioned previously like $TTD, $META ended up red. $SNAP, I also changed my thesis after noticing the endless SBC accounting methods. $RDDT idea was finally in the green from $130 -> $170 after a long time.
But I think the vast majority of my ideas like $MRVL, $NBIS, $ARM, $INTC, $MU, $LITE, SK Hynix, Samsung, for larger cap.
Down to $AXTI, $LITE, $AAOI, $RPI, $IQE, and others for smaller cap positions directionally play out pretty well.
With random stuff like $SIMO, $HPS.A, $TSEM, $AEHR, $LPK, $SOI, $ALRIB, and so on all ended up turning out aight too.
The blended average is kinda overwhelmingly green since majority of my long ideas are triple digit YTD.
But I've definitely missed a few.
Also entry point is really important too... I mentioned $AAOI at $30 or $AXTI at ~$13, but not everyone has the same entry point. So if someone bought AOI at $220 and it dropped to $160, I'd feel bad.
But regardless, I'd prefer to judge how ideas play out on medium term timeframes over a few months rather than a few weeks.
Nitya@insyyte
@aleabitoreddit Appreciate you keeping these calls real.
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@nopumpnobash @stepnotonpets I hope it doesn’t make me cry because I sold too early
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@Nobody_finance @stepnotonpets $BCAR should be on the list too?
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In the last 2 months I have posted "AI Slop" graphics on:
$WLAC / $BRUN
$MRAM
$NVEC
$OCC
$HQ
....before they went 50-400%
Currently have pending status for $ATII and $IPFX.
We'll see how those turn out.
Enjoy the long weekend.
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$IPFX
This seems to have slipped under the radar today?
Fib News@fibnewsglobal
Inflection Point Acquisition Corp. VI Merger Partner Quantum Space Secures Department of Defense Operational Energy Capability Improvement Fund Contract To Advance On-Orbit Refueling Capabilities; Deal Terms Were Undisclosed
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@HyperTechInvest @Li20Ea That would place their revenues in the ball park of 300M assuming a TGV of 1.4b *70% that’s $980M gross current profit margin of 33% $327M ebita at a conservative 5x multiple that puts us at 1.6B market cap
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I had the opportunity to speak with $LPK CEO, and I was surprised by a few things he told me
Of course, there are many NDAs in this space, but you have to pick up on the breadcrumbs
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@HyperTechInvest @Li20Ea Does he feel confident in being able to service a significant amount of the glass’s substrate TAM ?
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He wouldn’t mention customers because of NDAs, but he did say LPKF has credible competition and mentioned some names
The biggest competitors aren’t from Taiwan, though. However, yes, there are absolutely companies that will take market share
There will be multiple TGV machine suppliers, probably around 10 once you include Chinese companies
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Noone 리트윗함
I told you to buy $TRT at 12.50.
It’s now at 17.50
I'm still holding, this is going higher
SM@ShitcoinMaxi_
Career update: I am now the new Kevin Xu. Strategy update: $TRT, all in on my swing account Exit strategy: there is none.
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Noone 리트윗함
Exascale Labs + D. Boral ARC Acquisition I Corp: powering AI compute into the public markets.
With Nasdaq listing ahead, this partnership delivers scalable, efficient & accessible GPU infrastructure for enterprises, academia & Web3.
accessnewswire.com/newsroom/en/ba…
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@mascarosergi I've been doing a deep dive into this stock seems like a solid asymmetric play. Management seems like they're solid and has a good TAM for their products offered. You've been covering it for a while, are you still bullish on their execution and growth ?
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$SCIA crazy cheap despite the run up.
$33M market cap. $12M net cash. Huge inventories, backlog and customer deposit signaling more activity to come, excellent mgmt and $1M+ quarterly profit.
The Question: how long it will sustain?
The Risk: customer concentration.
Sergi@mascarosergi
Although mgmt does not want to confirm, reading between lines I think $SCIA is not only seeing defense and space tailwinds, but also AI. Also, they quite confident that Q1 uptick to continue the next quarters and considering another $1M buyback. Customer deposit does not lie.
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@PhotonBull @JonkooTrades Everyone wants to get in early on the next AEHR and honestly, I can’t blame them
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I have never seen research being conducted at the pace that people are doing for $TRT right now
So many accounts on X providing incredible connections and links through research
Great example by @JonkooTrades
The Trend Sage@JonkooTrades
I kept pulling the $TRT thread. It leads somewhere bigger than I expected. To $NVDA. Through a landlord. Start with what we know for certain. → $TRT leases its new 104,000 sq ft Perai facility from Skygate Technology (M) Sdn Bhd → Skygate is controlled by Datuk Ooi Eng Leong That is in TRT's own 8-K filing. Now follow the owner. The same Datuk Ooi Eng Leong controls ~55% of NationGate Holdings (KL: NATGATE). And here is what NationGate is: "Nvidia's sole contract manufacturer in Southeast Asia… one of only four elite Asian OEM partners of Nvidia." - The Edge Malaysia NationGate builds Nvidia AI servers. So line it up. The man who owns $TRT's landlord also controls the company that builds Nvidia's AI servers in Southeast Asia. Same owner. Same Perai cluster. Same AI supply chain. And remember what $TRT is shipping right now. $5.3M + $2.6M in burn-in board orders for a "next-generation AI GPU platform," North American and European customers. Nvidia could very well be the AI GPU platform. This is an ownership and ecosystem link, not a signed deal - and true confirmation here is very difficult, because the contracts are most likely signed with an NDA. But if we take a step back. AMD. Micron. Coherent. NXP. And now an ownership thread running straight into the Nvidia supply chain. One microcap. Sitting in the middle of all of it. In one corner of Penang. Still under ~$200M market cap.
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@Aktiehedonist There’s been lots of talks it pumps high on X sentiment then dips.
I’m bullish on it but this is nothing new
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What is this $TRT run all of a sudden?
Think I’ve seen three deep dives on it today alone, all published today.
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@cherryPayment Game theory is it’s either SIVE or SIVE benefits.
The signals here are direct > sivers gets the orders
Indirect -> orders prove demand.
SIVE has always said 27-28 so people need to be ready for that
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个人猜测会很快确定下来，大约就是在这周 $AMD 就会出公告，但不一定是 $sive
为什么？
因为他们必须尽快抢占市场啊 不然激光咋办？
mark@cherryPayment
我认为大概率会是多方供应，而 $sive 因为gfs的合作可能 80%会拿下这次合作
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I have been trying to confirm the $TRT to $MU link for a while.
It finally happened.
Trio-Tech posted a job. 1 day ago. Read the actual text.
Role: Process Engineer
Employer: Trio-Tech (M) Sdn Bhd
Location: Batu Kawan, Penang
Posted: 1 day ago
Then two lines from the posting itself:
→ "Support Equipment, Processes And Documentation For SpecTek Labs"
→ "The role will be based at MMP."
Let me decode that for you.
MMP = Micron Memory Penang.
SpecTek = a Micron Technology brand. Micron's own component recovery and test operation.
Trio-Tech is hiring an engineer to work onsite, at Micron's plant, supporting Micron's SpecTek labs.
This is not a coincidence of job titles anymore.
This is Trio-Tech embedded inside Micron's Penang memory operation.
Why this matters.
TRT's filings hide the customer. 41% of revenue is "one major customer," unnamed.
We now have a documented Trio-Tech role, based at MMP, supporting SpecTek.
Micron is ramping HBM and AI memory in Penang.
Trio-Tech is staffing inside that ramp.
The AI GPU burn-in orders point to one customer.
The SkyGate landlord web ties to Coherent $COHR
And now a job posting ties Trio-Tech directly to Micron.
This company is woven into the entire Penang AI supply chain.
And the market still calls it a microcap.
DYOR. Not financial advice.
Source: #sol=9fa5218d3e60f11563d661894b1019a28162a6dc" target="_blank" rel="nofollow noopener">my.jobstreet.com/job/92706554?t…
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@stepnotonpets Not sleeping on $BCAR thank you for showing me this stock
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$BRUN back near 37....
$BCAR time will come.
stepnotonpets@stepnotonpets
$BCAR at these prices..... I don't think I can make it any clearer. Have a great weekend.
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