Malyun Isman retweetledi
$AMZN
It's time to buy Amazon very very soon for $300+ per share in the future.
However, expect red days ahead still. Perfect opportunity to go in big with me.
Are you ready to become rich together?
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Malyun Isman
351 posts
Malyun Isman
@Bellisimo99
I am an enthusiastic and goal-driven individual who thrives in challenging environments. With a focus on continuous learning and improvement, I approach each op
1020 Birchwood Lane Suite 204 Katılım Mayıs 2009
34 Takip Edilen44 Takipçiler
Malyun Isman retweetledi
You could buy 100 shares of $SOFI right now for $1,715.
Or you could buy the $20 call LEAP expiring January 2028 for $560. Same 100 shares of exposure. A fraction of the capital. Nearly two years of runway.
The trade:
Strike: $20
Expiration: January 21, 2028
Premium: ~$5.60 per contract
Breakeven: $25.60
If $SOFI hits $35, this LEAP returns ~168%
If $SOFI hits $40, this LEAP returns ~257%
If $SOFI hits $50, this LEAP returns ~435%
Buying 100 shares at $17.15 and watching it hit $50 is a 191% return. The LEAP more than doubles that.
Why I like the setup:
- $1B+ quarterly revenue
- CEO bought $1M in stock on the open market
- Banking, lending, investing, and crypto all under one roof
- Stock is down significantly from highs
- 672 days to expiration gives the thesis time to play out
The most I can lose is the $560 premium. The upside is multiples of that.
That's the power of LEAPs.
NFA DYOR
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Malyun Isman retweetledi
Holy ****, my $AXTI thesis was legendary?
AXT is up another 20% today to ATHs at $58.
Happy I got this right, gains in a short time blew away holding $NVDA over the years.
Serenity@aleabitoreddit
Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.
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Malyun Isman retweetledi
Malyun Isman retweetledi
@SPoatoe Bro, I noticed you haven't followed me yet. That's pretty rude. 🤣🤣
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Malyun Isman retweetledi
$SPY call went from 0.07 -> 2.49
3,300% return in 5 minutes
$1,000 -> $33,000
$5,000 -> $165,000
$10,000 -> $330,000
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Malyun Isman retweetledi
$SPY has officially touched the 200EMA for the first time since May 2025
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@HendoHero Glad we're on the same page. 🤝Always open to hearing your takes. Followed you，hope you’ll follow back so we can keep the dialogue going!
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Actually an intense 2-3 day sell-off in metals is better than endless slow grind lower. Fast cleansing and fast recovery. Let's get over something, which is inevitable...
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Malyun Isman retweetledi
Hear me out…
These 5 names will create generational wealth for many over these next 9 months.
$ASTS is a $250 stock trading at $90.
$RKLB is a $160 stock trading at $70.
$NBIS is a $220 stock trading at $120.
$AMD is a $350 stock trading at $195.
$ONDS is a $32 stock trading at $10.
The opportunity behind these names is so massive that they’ll be talked about for generations to come.
Save this for later…
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Malyun Isman retweetledi
$TSEM and the Photonics Supercycle…
Doesn’t like they’re bothered with Iran or Silver and Gold crashing?
Almost every name from $AAOI, $COHR, $SIVE, to $LITE is green.
This is what happens when capacity is sold out for the next few years or it’s in the center of scaling the AI buildout.
Better to stay long rather than get distracted by macro.
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Malyun Isman retweetledi
Malyun Isman retweetledi
@goodmanjames553 How long do you think this support will hold, or is the market due for another swing?
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@Bellisimo99 Daily RSI are at our near 30. Stochastics are single digit and at or near horizontal support. Close enough to accumulate.
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@goodmanjames553 Haha, technical indicators and market sentiment perfectly aligned! Looks like today’s buy was a “stroke of genius”!
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@SPoatoe How long do you think this pullback will last, or will it bounce back quickly?
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@Bellisimo99 I looked at gold 4420 i thought.. not really worried about gold long term...
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@Bellisimo99 I don't really care where is the bottom but I will consider buy only after solid structure shift
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Malyun Isman retweetledi
Waste Management does not care about the price of oil, the latest AI tool, or what interest rates are doing
They simply come pick up your trash every week
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