That Valve Guy

@BinanceTR Binance TR giriş yapılamıyor 2 haziran 2026 saat 00:30

Son 12 saat ⏳ Bu bahar ilk kripto varlık alımını yapan herkes kazanıyor 🌸 Üstelik alt limit yok, çekiliş yok.

@Gubloinvestor $sofi my only Fintech and doing fine

software is back it means Private credit is back… It means load FINTECH. $KLAR $PGY $HOOD $AFRM

@cherryPayment What do you think about 6315 Towa Corp ?

我个人觉得 我有5个公司认为在短期能够10x和我的理由： 1. $lpk ：做为玻璃基板激光切割设备唯一纯标的，现在行业里都在讨论谁在做玻璃基板，而真正讨论设备层的卡脖子位置在哪里的公司却没有。而LPKF的VITRION系列在目前市场上没有直接竞争对手能在量产良率上与之匹敌。 英特尔在其玻璃基板路线图中都展示了 $lpk为其公开合作的设备商之一，另外台积电也很依赖TGV工艺。 那么现在的情况是英特尔和台积电都在推荐玻璃基板封装的大背景下，我认为 $lpk 做为核心设备供应商这一点还没意识到。而接下来H2我认为将成为业绩拐点，目前的估值是被严重低估的。 我的逻辑是：小市值拥有技术壁垒的公司，且该行业在严重催化的背景下将会有10倍的潜力，另外我们也要清楚这类公司的弹性非常大，所以会有更大的空间。 2. $sive ： 我真的非常看好这家公司，纳斯达克双重上市 + MOU直接受益者 + 欧美俩方芯片法案受抑制 + 潜在嵌入 $NVDA 生态的可能性 + 潜在的 $NOK 合作伙伴 + 美国国防部合作方 + 黄仁勋和各大机构大力看好 CPO + Ayar Labs战略合作 3. $solif ： 市场的认知差是上涨空间的最大催化剂，公司作为SOI（绝缘体上硅）晶圆的全球绝对龙头，市占率超过80%，而大部分人还认为该公司是射频/手机芯片供应商。 4. $iqe ：InP/GaAs晶圆外延片全球核心供应商，同时也是和 $sive 上下游关系。 英国上市其估值被严重压缩，机构重仓但散户几乎没什么筹码 5. $nvts ：英伟达和台积电生态合作，并且拥有GaN/SiC功率半导体，AI数据中心电源效率需求爆发，相同赛道下该公司估值太低。

Here is yet more evidence that the bull case for $SIVE is correct. At an investment summit by Morgan Stanley CPO photonics which Sivers make lasers for is a hot topic. $SIVE's partner Ayar Labs is giving a keynote speech. Tell me again how all this was concocted by. @aleabitoreddit to pump a "meme stock" 🤦‍♂️ At some point you just have to trust your eyes.

@Ren_aramb It would go down when i buy 😀 i hate paywalls bro, unfair

I’m long LG Innotek (011070.KS), this old TV maker is up 500% YTD leaving memory names like SK Hynix in the dust. Let me tell you why the sudden rise and why this move is structural. First let’s take a look at the supply chain map for glass core substrates. In the Manufacturing layer, sitting right between the raw materials (Corning, Schott, AGC) and the end customers (NVIDIA, AMD, Broadcom), you find LG Innotek alongside Samsung SEMCO, DNP, and JNTC. This is not a peripheral play. They are in the middle of the most critical packaging bottleneck in AI hardware. Here is the thesis in two layers. Layer one -- LG Innotek is the de facto exclusive supplier of Apple iPhone camera modules. Premium. High volume. Defensible. The Optical Solution business did 4.6 trillion KRW in Q1 2026 alone, up 11.4%. Layer two -- the old new kid in town. Their Package Solution business. FC-BGA substrates for AI servers, RF-SiP, FC-CSP. This segment grew 16% in Q1. The CFO's stated five-year target is to raise Package Solution to the same revenue contribution level as Optical Solution. That is a business of comparable scale to their entire iPhone camera module franchise being built from scratch inside a company the market still prices like a consumer electronics supplier. Every major substrate player globally is retooling toward server and AI-grade FC-BGA. The second-order consequence is that as the entire industry migrates to FC-BGA, SiP substrates for smartphones, wearables, TWS, and AR/VR devices are entering structural undersupply. LG Innotek captures both sides of that shift. They supply the FC-BGA that everyone is racing to build, and they inherit pricing power on the SiP side that nobody else wants to supply anymore. Financials from Q1 2026 are stellar: Operating profit up 136% YoY, beating consensus by 35%. Net profit up 167.6%, beating consensus by 51%. Revenue record for Q1 at 5.53 trillion KRW. And this is the seasonally weakest quarter. Operating profit growth was more than 10x higher than revenue growth. The valuation. TTM PER of 25.7x. FY26E PER of roughly 13x on Kiwoom Securities estimates of 954 billion KRW in operating profit, up 26% YoY. For a company with 19.2 trillion KRW in Mobility Solution order backlog and a substrate business rerated toward AI infrastructure, 13x forward earnings is not expensive. The honest bear case. Apple concentration is real -- over 80% of revenue flows through one customer relationship. Q2 is seasonally the weakest quarter. iPhone 18 volume uncertainty and tariff-driven price risk are real near-term headwinds. The stock has moved violently and a 20-30% pullback is not only possible but healthy for a name that has run this fast. LG Innotek is in the manufacturing layer of glass core substrate processing for AI packaging. I shared this name 1 week ago with my subscribers when it was at W1M, definitely did not except for it to go up 60% in just a week. Goes to show how hard a name goes re rated in the eyes of the AI buildout. I’m long LG Innotek 011070.KS. Not financial advice.

@Blinklebloop Damn i never expected people to buy it this aggressive

Market woke up to the opportunity this morning.

@chad_the_stud @Matrix_B0SS 🤣🤣🤣🤣

@Matrix_B0SS Short squeeze the retard swedes messing with $SIVE Do it until they bankrupt and start onlyfans and then report their onlyfans account. That type of squeeze

When $SIVE was about 80 SEK these shorts didn’t appear to post As soon as it went down 20% they are telling us they are short $SIVE Usually short should be on top but they’re shorting on low Laugh on this short, when they lose their $10 because $SIVE will go above 100 SEK soon

Finally some boomers get encouraged to short it,other boomers gonna keep shitposting 😀 let's see what is gonna happen

@ichiro1992 Power poisoning

Now you know $NVDA is trolling. But screw it. AI supercycle banzai.

@LIWEI_TWCapital Only thing i know i have to keep holding it, that's how it made me money,when i first bought it in April everyone laughed at Sive buyers,you know what happened later,i hope my far east asian investments make good returns too ,like Towa or Msscorp...I wish I know you before

$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

@LIWEI_TWCapital Only Taiwanese stock Serenity talked about that it's pumping,i would fallow your suggestions about Taiwanese stocks

In my dream, Shunsin (6451) has received 600M PO…and then it went circuit break today.

@aleabitoreddit What happened TOWA and MSSCORP and what happened Auros, it's down so much

I had higher expectations for Shunsin tbh. It’s been close to a month and a half and it’s only up 39.96%. Maybe I’m not as good with Taiwanese optical stocks.

@BanyanLaneCap @PhotonCap Is there any good company that you would suggest other than Murata?

@PhotonCap You should build the supply demand… relatively easy to do and by segment… this isn’t going to fix for a while.

A sharp deep dive on Murata as a hidden AI infrastructure winner, showing why MLCCs may be the overlooked bottleneck beyond GPUs and HBM. AI servers need tens of thousands of MLCCs, and a GB200 NVL72 rack may use around 440,000, making Murata’s high-end capacitor position increasingly important. Murata’s moat is not just manufacturing scale, but materials control, reliability, qualification, and PDN design-data lock-in. The first re-rating has already happened, but a second-stage re-rating may still be possible if datacenter revenue, pricing power, and AI-server demand keep compounding.

@EYECANTFAILL @tcg_collector1 @EHondat5dq @aleabitoreddit No telegram its a scammer app there is nothing good evolved in it

@tcg_collector1 @EHondat5dq @aleabitoreddit Her username here is same on telegram too

Just to add some actual pressure in terms of repercussions… If you see folks spreading disinformation: -> Report Account for Spam -> Block Account. Replying has the opposite effect and just gives disinformation campaigns engagement.

@2victorspoils @aleabitoreddit @Projekt_Power As you said being idiot makes you rich if you early

@aleabitoreddit @Projekt_Power How does a complete fucking idiot ever get to have that much to invest in the first place?

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.

@BenqiFinance @avax You would get delisted and still posting nonsense,do something brother

As Avalanche’s largest lending/borrowing & liquid staking protocol, BENQI gives users a simple way to supply, borrow, stake, and keep capital active. Keep your yield in motion on @avax with BENQI.🔺

Btw, this is super bullish for hybrid bonding equipment suppliers, CMP suppliers (pads, slurry, equipment), & backside grinding equipment suppliers)

@KairosPraxis Damn do you have similar play or suggestion because it doesn't seem to retrace soon 😃

@AmCoin82832 Not really. Current market cap is around 5.66B Eur. It's a max 3x from here.

New position and one that I'm particularly excited about: AT&S $ATS is an 🇦🇹 AI-infra company specializing in printed circuit boards and ABF substrates. Despite the crazy run up last year, stock is trading at 8-10x forward EV/EBITDA. - Their customers include Infineon (PCBs), Intel, AMD, and Apple. - Photonics, memory, and power shortages suck all the oxygen. But ABF substrate shortages are pretty bad. $NVDA booked up all supply at Ibiden, so tier-2 suppliers like $ATS are next in line. $ATS has spare capacity at new Malaysian plant, so benefit from both volume and pricing. - Core idea: AT&S benefits from every single tailwind - optics, CPUs, Power. For example, Infineon wants to embed power management (PMIC) inside the PCB. This is exactly what ATS does!! - Future: $ATS is well positioned for when glass substrates take over (2027 and beyond)

@ichiro1992 @snsnokyoufu Bro to much porn advertisement and suss links in this page,beware

@snsnokyoufu That is a bank card, not a credit card. But still, it is possible to steal money from her bank account now that the expiry and security codes are revealed. VISA debit cards can function like credit cards in many cases.

【悲報】初めてクレジットカードを手に入れた女さん、嬉しさのあまりネットにその写真を載せてしまうwwwww

@zephyr_z9 $Wbt

So ReRAM is finally ready for prime time Watch this space anon Shitco Everspin will probably get pumped due to this