newerror

Guys, this is insane. Google is telling everyone we are still in the very early part of the AI buildout. Even Berkshire Hathaway is getting involved!!! We are so early. And to think talking heads, media, large accounts…all were talking about a bubble in October. (But I pushed back EVERY day back then) Whoever listened to that bubble bullshit lost out on generational gains. SMH.

@LIWEI_TWCapital I follow you because you seem to still have critical thinking. 🤣

$SIVE retail investors: A few days ago, I warned that FinX was flooded with “ $SIVE is the next $LITE” and “ $SIVE to SEK 1,000 ” posts. To me, that was a sign of short-term overheating. You don’t have to agree with my analysis. But when opinions become extremely one-sided, it’s usually wise to hedge or take some profits. I remain bullish on $SIVE and still believe SEK 1,000 (2028+) is possible. The key question is not demand — it’s execution. Specifically, how quickly Win Semi can ramp capacity and support future growth. For reference, Win Semi’s new 6-inch fab is unlikely to reach meaningful production until after 2028. Can those who unfollowed me just follow me back now? $SIVE #Photonics #CPO #Semiconductors #Investing #RiskManagement

@Sandeman52 I hope your CCs don‘t get called yet 🤣 You‘re lesson in not writing CCs before gaving a big portfolio is almost being shown in realtime. I did just hold as recommended. 👍

$NBIS are we happy fam? 🙏🙌

Addeda a big portion of $NOK today after following the developments for a few weeks. Also upped my $MRVL shares after positive news and done interesting reads of @PhotonCap yesterday and sold none of my $NBIS .

At this moment I think just passive catalysts (probably a dual listing), stock index inclusion will not bring it further. Management has to deliver fundamental improvements. This whole "pipelin" talk is a lot of positive anticipation which is in my opinion partly priced in. I would just hold at the moment, set a stop loss and monitor closely.

What you think about $SIVE $SIVEF after earnings? My price target still remains at $21.

@GabrielNeo9 @aleabitoreddit They were SPACs in 2022…

@aleabitoreddit I swear, space stocks are like the SPACs of 2026. All trade on 100x revenue now...

Everyone is out there making life changing returns on $RDDT. Fully leveraged on the wrong $SPCE (Virgin Galactic) ticker. Instead of $SPCX, which is yet to launch. I guess this just goes to show how much retail demand there is for SpaceX’s IPO.

@Sandeman52 I asked 🤣 For sure I definitely would have lost my $OUST shares already. I have come to the conclusion that I rather do CSPs. Gives me the peace that my money would go into my high convictions $NBIS and $RKLB while still having a cash buffer.

Everyone asking me advice on writing calls. Here it is: I don’t suggest doing it until you have $3 to $4 million. That just my 2 cents. Let your port grow.

@AceCrouton @spacanpanman Congrats, enjoy the gains! I‘ll keep my roughly 2000 shares as I have an entry below 20$. But I‘m always happy when someone profits along the journey. 🚀

@spacanpanman Thank you sir! I still have some runners left that I’ll hold indefinitely but I just can’t stomach the volatility now that I made my first bit of real money. Wishing everyone in the community nothing but gains from here on out. Hopefully I’m the bottom signal!

Closed my $ASTS position. Good luck and thanks for the life changing gains 🫡

@I_say_DingDong @AlmaCap114204 But $RKLB would probably launch 8 neutrons back2back in per month 🤣

@AlmaCap114204 $RKLB currently only has a tiny rocket, Electron and even Neutron whenever it does successfully enter service could only carry 2 $ASTS bluebird sats and there are many other launch providers who can carry 3-6 BB sats so $RKLB unlikely to be ever considered.

$ASTS, New Glenn launch failure yesterday was unfortunately very bad news for ASTS, potentially setting back the launch schedule by 6+ months and significantly increasing the cost of launching if you go by Kevin's expected scheduling and assume they are able to source some replacement launches: > New Glenn pad damaged or destroyed, could take 6-18 months to rebuild depending on level of damage, see SpaceX prior pad destroyed and rebuilt in ~15 months (Falcon 9 SLC-40, Sept 2016 → Dec 2017). > Blue Origin has no alternative pads available. LC-11 is at paperwork stage, Vandenberg SLC-14 is a greenfield with no construction commenced as of April 2026. Solving the failure root cause could also take some time but the long lead item is almost certainly pad replacement. > Forces $ASTS to rely on SpaceX Falcon 9, currently fully booked on rideshare through end of 2027 and on dedicated manifests through 2028. ASTS would have to displace existing customers or wait. Falcon 9 list price c.$74m per launch and carries 3 BlueBirds per Kevin's schedule, vs New Glenn at c.$68m per launch carrying 4 and then 6 (long term targeting 8). Substituting F9 for the seven planned NG launches (Jul 26 — Feb 27) would roughly double the launch bill for that portion of the constellation deployment. > Alternative options exist in Vulcan, but they've only flown twice in the last 12 months (USSF-106, USSF-87), have an 80+ mission backlog (NSSL Phase 2 + Kuiper) and are effectively fully booked through 2027. ISRO can only carry 1 satellite and is very expensive. > Neutron expected to come to market late 2026 (could be delayed) and Eclipse to market early 2027 (will probably be delayed). Neither is a near-term solution. Could see some negative price action on $ASTS beyond the current 10% drop as a result. The bigger overhang is the timing risk to continuous coverage milestones and the MNO commercial ramp, every month of slip is a month of Starlink D2C running uncontested. This is positive news for $RKLB and $FLY as Blue Origin is a major competitor in launch, and any forced re-manifesting onto Neutron/Eclipse later in the decade lands in their lap.

@nortonbreads @bennybigbull Yes, they already are.

@bennybigbull To the $ASTS shareholders, do you really really, i mean really honest to God, do you really believe that ASTS satellites are superior to Starlink? Please ask yourself this very important question. Thanks

This is why it’s so easy to be a $RKLB investor and why I don’t invest in $ASTS. Having to rely on unreliable launch vehicles for the business to work is just too risky imo. I don’t think BO will be launching again this year… 😬

@anni_sen Good luck!

Revenge of the Dinosaurs! $NOK now Nikon

@kevinxu @amitisinvesting @citrini @aleabitoreddit @michaelsikand @ChrisCamillo @ChairmansLedger @cantonmeow lame self promotion

best 18 traders to follow on X: @amitisinvesting = finX king @citrini = deep research king @aleabitoreddit = bottleneck-maxxer @michaelsikand = asymmetric king @kevinxu = swing trading king @ChrisCamillo = 8 figure king @ChairmansLedger = 9 figure king @cantonmeow = charting king @KawzInvests = AI infra king @Gubloinvestor = small cap king @CKCapitalxx = early to lots of names @jiahanjimliu = best $IREN poster @BryzonX = first to $HLIT @JKeynesAlpha = $QS king @bubbleboi = tpot finance poaster @alc2022 = great guy to inverse @Liathetrader = daily setup queen @StockSavvyShay = media mogul follow them all and learn.

@Sandeman52 Thx!

@newerror82 Congrats on that!!!

I posted this last June. You may see some of my posts and think I’m a little arrogant or cocky. I’m not. I came from humble beginnings and started with very little in my initial investing. Since this post my net worth has doubled. But it took years and years to get to my first $100k Don’t rush the process. Time and discipline can get you there. All success starts in the same spot. Anyone can do this. 🙏👊

@babyfolio Claude says $JOBY

What is the best short candidate you can think of if a market correction occurs? * No catalysts * Massively overvalued * Absolute shitco * No retail hype What is the first company that comes to mind?

@MoodyWriter13 I appreciate your critical DD for the masses.

X-FAB has been written about all year. There is nothing new to learn about X-FAB that is not already reflected in the price. Yet the stock moves up as much as 70% today because of this post. So either the market has been completely wrong until now, or the claims being made are wrong. Spoiler, it is the claims that are wrong. X-FAB is being pitched as “photonics + power semis” with four supposed AI hooks. The reality is that these segments together account for only about 23% of revenue, and almost none of that has meaningful AI exposure. Microsystems and photonics are mainly tied to automotive sensors, medical microfluidics, and industrial sensing, while integrated photonics contributes only about $5–6M in NRE and remains in the R&D phase. Wide-bandgap exposure is still overwhelmingly automotive and renewables, with datacenter only described on the Q1 call as a recent add-on market. Real AI datacenter revenue is likely well below 2%. The remaining 77% is classic analog and mixed-signal CMOS, heavily concentrated in automotive at around 62%, and that core business is currently shrinking with automotive down 10% YoY. X-FAB is today a European specialty foundry for third-party designs running at roughly 60% utilization, FY2025 revenue around $770M, with only marginally positive EBIT, $291M net debt, and negative owner FCF. This is a high fixed-cost contract manufacturer sitting at the bottom of a cyclical downturn. The claimed 800V power semi exposure through Navitas and Power Integrations is simply wrong. There is no pathway from NVIDIA’s 800V push into X-FAB. Navitas runs through Powerchip and, from late 2025 onward, GlobalFoundries for U.S. capacity. TSMC exits GaN entirely by mid-2027. Power Integrations manufactures PowiGaN internally. Infineon, Innoscience, MPS, ROHM, STM, and TI are vertically integrated. X-FAB’s GaN remains developmental with no commercial revenue, and its production-capable dMode platform is not aligned with the eMode datacenter mainstream. There is no NVIDIA, Navitas, or Power Integrations design win. The silicon photonics argument is half true but massively overstretched. NVIDIA is indeed part of X-FAB’s photonixFAB consortium, but only as an application development partner evaluating technology. That does not imply high-volume manufacturing. NVIDIA’s actual CPO supply chain runs through TSMC and Tower. X-FAB’s photonics business is still pre-revenue, with product commercialization likely not before 2027–2028, and LIGENTEC controls the direct customer relationship. Consortium membership is not a production contract. The MEMS claim is technically correct but irrelevant for AI. X-FAB is a meaningful pure-play MEMS foundry for automotive sensing, medical microfluidics, and industrial applications. But the MEMS segments that matter for AI datacenters, optical circuit switch micro-mirrors and MEMS timing oscillators, are controlled elsewhere. The total addressable pure-play MEMS foundry market is only around $1B globally. X-FAB is a top-five player in a niche that is simply too small to move the valuation narrative. The “only high-volume SiC foundry in the U.S.” statement is also true but misleading. The global SiC market is dominated by integrated manufacturers like Infineon, STM, Wolfspeed, onsemi, and ROHM, which control over 90% of industry revenue. X-FAB’s share is around 1% globally and still operates on 150mm wafers while the industry transitions to 200mm. The headline 152% YoY growth is coming off a tiny base and is constrained by consignment substrate supply, limiting margin expansion. Government support is real, but it is not an earnings backstop. The funding is tied to growth capex for future capacity, with commercial ramp from Fab4Micro only expected around 2029. The U.S. support remains politically uncertain. These subsidies imply years of additional capital outflow before any return, not reduced near-term risk. second post ➡️

@MWM76 What are they going to do? No option expert, but see almost all large open interest at strikes below 125$for next Friday. These puts gonna get called.

$ASTS Shorts

@TheBigBerbowski @shadowalpha_ai As long as Donald is fine enriching his kids with insider trading I don‘t mind Serenity picking stocks for the masses.

@shadowalpha_ai They do not claim that they're finding 10x, bragging about 5000% gains, and sharing next buys to subs.

I always thought there was a reason why big accounts didn't share their buys, but now this becoming a business model makes me think - for how long will this last? $XFAB mentioned, 2h later, a lot of apps showing trading halted and IBKR showing 16.71 eur price at the moment. It's 85% in a single day. On one side, you have a self-prophet who will add another ticker on his list of multibaggers. On the other side you have millions of investors who gain short term due to sentiment change. While his rise to glory has been nothing but historic, sooner or later this will end, either by his own greed, either by regulatory bodies stepping in, or something else. This sort of lifestyle is not scalable. The higher he grows the more attention he gets from everyone. Which in turn makes the whole business more and more difficult. Imagine 5m followers account sharing weekly buys? My 2c: I do not see him operating in the same way for longer than a year from today or even less. This isn't about research. A lot of people do research. This is about knowing what the next buy is. The amount of manipulation (intentional or not) is becoming higher and higher each week.