Pain uchiha

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Pain uchiha

Pain uchiha

@1999Antoto

follow if you like Nintendo, PlayStation, atlus, anime etc

Katılım Temmuz 2013
232 Takip Edilen52 Takipçiler
Pain uchiha
Pain uchiha@1999Antoto·
@PlayerEssence @JuiceMan_V Online is more of a feature. but yeah I know brawl’s online was trash lol. For Single player content I don’t think Subspace has been dethroned yet but that’s just me. Although Ultimate is a much better game for multiplayer
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OJ - PlayerEssence
OJ - PlayerEssence@PlayerEssence·
@1999Antoto @JuiceMan_V Online play with lobbies + Custom Rules. Smash Bros Brawl online was so bad, it makes Smash Ultimate look like the greatest online ever.
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Pain uchiha
Pain uchiha@1999Antoto·
Can’t wait for June gaming 🔥 I love June gaming. Show me persona 6, Oot remake and my life is yours
Pain uchiha tweet media
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Pain uchiha
Pain uchiha@1999Antoto·
@SockTalking Subspace emissary is soo peak I’m still sad sakurai has given up on it.
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Pain uchiha
Pain uchiha@1999Antoto·
@PlayerEssence @JuiceMan_V Hell nah lol Subspace emissary is still the most exciting thing a smash game has done since forever. The cutscenes, story and coop on hard mode was lit even despite the average quality of level design.
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Pain uchiha retweetledi
Pain uchiha
Pain uchiha@1999Antoto·
Nobody on earth talks about persona anymore. That means atlus is dropping persona 6 soon. I’m calling it. Or just coping lol
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Pain uchiha retweetledi
Stealth
Stealth@Stealth40k·
Nintendo revealed new footage of Star Fox using mouse mode!
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Pain uchiha
Pain uchiha@1999Antoto·
@10_ch_10 Semis will probably pump for a while longer so owning Nintendo has to be a very long term hold. Worst case scenario I could see this AI memory bullrun continuing 2 years. Could be dead money for a long time imo. Unless Nintendo shows anything to excite shareholders somehow.
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TenchInvest
TenchInvest@10_ch_10·
I fully expect the stock to dump further when the next week's numbers show a sharp drop - the stock only reacts on "negative" news, otherwise it's mainly a counterplay against semis. Why do I own it? Cause I'm a stubborn fool trying to think long-term.
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TenchInvest
TenchInvest@10_ch_10·
Another crazy week for Switch 2 hardware with sales ~4x a normal week - notably this was the last week before the 20% price increase so it will plummet accordingly. Top 10 100% Nintendo again, Yoshi doing fine and Tomodachi Life being unstoppable. $NTDOY $7974.T
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Davidvinc
Davidvinc@TheDavidVinc·
Suddenly the protag from Dragon Quest 12 doesn't look so bad now, does he?
Davidvinc tweet mediaDavidvinc tweet media
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Pain uchiha
Pain uchiha@1999Antoto·
@YodaStockInvest Concentration is fun until it doesn’t work. If the story seems good enough just diversify and buy small amounts of shiny objects, it won’t hurt.
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YodaStocks
YodaStocks@YodaStockInvest·
Shiny Object Syndrome is REAL in investing. It’s hard to stick to your own picks without buying a million new flashy stocks. Especially when your plays are NOT running, $SOFI investors feel this heavily. Do you struggle with this? For example, I gotta stop myself from buying: $NOW $RKLB $NU $LMND $META and more…
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Pain uchiha
Pain uchiha@1999Antoto·
A xenoblade 2 definitive edition would be very interesting for me. I don’t really like the original game except the story and music, I think there’s a ton of QoL features that could massively benefit the game. Just like XCX DE significantly improved upon the original game
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Pain uchiha
Pain uchiha@1999Antoto·
@aleabitoreddit I’m not selling or buying Sive rn The earnings dump seems very likely. I will accumulate after earnings
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Serenity
Serenity@aleabitoreddit·
$SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next $80B+ $LITE one day from ~$2.1B. And I personally have plans to acquire more ownership + support their M&A prospects. I believe earnings transcripts will be strongly positive. As in the part few months we’ve discovered: > AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in > Wiwynn + Ayar CPO scale up > $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce) > O-Net scaling up ELS efforts with $SIVE > $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes > New CHIPS ACT funding for $SIVE > $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source) > information discovery around $AAPL using $SIVE lasers for next gen consumer devices > information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers. > Celestial volume ramp with $MRVL indicators. > new customers working on TFLN with $SIVE like Lightium > $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers > Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source > Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc) > pluggable TAM expansion signaled from 2025 annual report > Nasdaq listing expected soon > MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers > M&A signaled from 2025 annual report + 2 new board members that have experience in that area > $NOK as likely customer from 2025 annual report. > $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector. All of this market research was done before earnings. Any results is just confirmation of supply chain mapping done. I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward. Only thing I’m looking at are: > TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments > volume ramp expectations from existing companies > Nasdaq listing timelines for more liquidity to support their M&A efforts > any new customers signaled for CPO/Pluggables
Serenity tweet media
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Pain uchiha
Pain uchiha@1999Antoto·
@YodaStockInvest I trimmed half of it. The tough part is finding new stocks to reallocate the money. Nothing will ever be as good as AMD last year lol
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YodaStocks
YodaStocks@YodaStockInvest·
I know I've been here before but... How do I NOT trim $AMD here ??? 🟥64% position 🟥Risk/reward is half as good as at the start of 2026 🟥1T valuation is already close 🟥META OpenAI dilution I have always been reallocating ever since I started investing and it got me far...
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BoTalksGames
BoTalksGames@BoTalksGames·
how it feels to like the direction dragon quest 12 took and the character designs while everyone on social media is throwing a tantrum
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Pain uchiha
Pain uchiha@1999Antoto·
I really hope Nintendo doesn’t do a DQ12 in the direct… If Mario or Zelda are not ready anytime soon don’t show it pls
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Pain uchiha
Pain uchiha@1999Antoto·
Dragon quest 12 will release 2030 lmao 😭
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YodaStocks
YodaStocks@YodaStockInvest·
What do I need to AVOID to not lose all my hard earned money?
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