Blake

@EhrmantrautCap_ Thank you. How do you see Asts near term. I know your bullish but the stock is really taking a beating and I'm looking for a good entry point

@Blake36916013 Most of the times I use a forward multiple which I believe to be a fair value, so for example 8x FY2027 earnings for $MU which corresponds to approx. $800.

Are we swimming in the cash this year? With these stocks, no doubt. My EOY price targets: $ASTS -> $160 $SNDK -> $1,400 $KRKNF -> $12 $MU -> $800 $AAOI -> $230 $EQR.AX -> 0.75 AUD $EOS.AX -> 20 AUD

@Tanr45 Is Serenity the best one to figure this out? There's a few others as well that seem to know the space well and where we might be headed. Trying to find someone reliable to follow is the hardest part sometimes..

@Blake36916013 Hard to gauge. Will gpu flip cpu in AI? That’s the question and no sure if anyone knows quite yet. But cpu stocks like running because of this. Don’t chase stocks, easy way to lose money fast. Making money comes down to looking years down the road, what’s next.

Portfolio still up 82% last month. Even after $POET fell 50%. Was one of my biggest holdings. Happy I took initial investments off the table and sold some of my leaps during the run. Still lost 50k today on poet… hurts.

@Tanr45 How do you feel about gpu trade now? Intel, Arm, Amd. Tryna figure out where to make back my losses

@Blake36916013 Hard to say. I trimmed 90% of my position for a healthy gain. I want Poet to address the situation. Earnings will be a huge tell now, number will be revised, so how huge was Marvell to them?? Probably smart to trim until he have clarity and future direction.

@Tanr45 Thanks

@PepInvestStocks Is poet done? Will we see a bounce back? Asking because I'm holding still.

$SIVE – Not Dependent on $POET Despite the exciting collaboration with POET on Light Engines for AI infrastructure, Sivers stands strong on its own. The company has a solid lineup of major partners and customers: • Jabil – Freshly announced 1.6T energy-efficient pluggable modules powered by Sivers DFB lasers for hyperscale AI data centers • O-Net + Enablence – External Light Sources (ELS) for Co-Packaged Optics (CPO) in AI/HPC • Active engagements with AMD, Apple, AEVA (LiDAR ramp starting Q4 2026 with meaningful revenue potential), and ties into the Boston Dynamics ecosystem Long-term, nothing has changed. Sivers remains a top-tier supplier of high-precision laser arrays in one of the hottest markets: AI optics, CPO, and LiDAR. And who knows - they might even step in as a new supplier for $MRVL or significantly expand their role across the ecosystem.

@PepInvestStocks @PepInvestStocks do you have a public portfolio we can have a look at? Thanks

I’ve been analyzing $AAOI, $LWLG, $ALMU, and $SIVE, and in my view, these names still offer significant upside relative to peers like Lumentum and Coherent 🔥 When you compare market capitalizations across the sector, it becomes clear that these companies are still in an earlier stage of valuation expansion. I added to my positions yesterday. The current sentiment may reflect uncertainty, but from a long-term perspective, this is where asymmetry tends to favor patient capital. As the saying goes: be greedy when others are fearful. Over a longer time horizon, I believe this positioning will prove rewarding.

@PepInvestStocks @PepInvestStocks what do you think about a big market correction possibly coming? Is this something that concerns you or we should try and position for...

On my WATCHLIST🔥 $HQ $ASYS $MEMS $SMHN $AIXA

@HansAmato Report

TRT is turning men into lifelong victims.. (most of them never even needed it) Had 4 clients in 6 months show up already on testosterone. All prescribed after a single blood draw showed total T between 280-380. All told "this is the fix" None of them were told their testosterone was low FOR A REASON Testosterone does not fix broken systems. It stress-tests them When you inject exogenous testosterone into a body that is inflamed, metabolically suppressed, and running on depleted cofactors, you don't get optimization You get amplified dysfunction running hotter Here's the cascade I keep seeing: - Testosterone aromatizes to estrogen via aromatase - Aromatase activity is driven by body fat and inflammation - If you have both (and most men going on TRT do) injecting testosterone just hands the enzyme more substrate - Estrogen climbs - Now you need an aromatase inhibitor - The AI crashes estrogen below physiological range - Joints ache. Mood flatlines. Libido gets worse - Doctor adds HCG to preserve testicular function - Three prescriptions deep managing side effects of the thing that was supposed to be the answer All 4 clients. Same story Felt incredible for 6-8 weeks. Then estrogen problems. Then mood instability. Acne. Water retention. Sleep disruption. More medications. Feeling worse than before they started Their testosterone was low because their body was CHOOSING to suppress it Testosterone is anabolic. Anabolism is biologically expensive. When the body is under chronic inflammatory stress, depleted of zinc and magnesium, running on cortisol as a primary fuel source, it makes a calculated decision: Suppress reproduction. Suppress muscle building. Redirect everything toward survival Low testosterone in a 30 year old is a protective downregulation The body is refusing to build in an environment it has determined is unsafe to build in Injecting testosterone overrides that protection. You're forcing anabolism in a system that is screaming to conserve. That's redlining the engine with a blown gasket What happened with all 4: - Addressed the gut - Lowered the endotoxin-driven inflammatory load - Restored zinc, magnesium, B vitamins, vitamin D to functional levels - Rebuilt the metabolic foundation while they tapered off TRT under medical supervision All 4 recovered natural production within 3-6 months Two of them tested HIGHER naturally than they ever reached on injections. Without the vial. Without anastrozole. Without HCG. Without $200-400/month in pharmacy costs stretching across the next 40 years The TRT industry is a $5 billion market growing over 10% annually. Clinics that profit from prescriptions have zero incentive to investigate WHY your testosterone crashed Finding the root cause loses them a recurring customer. Writing a script keeps you paying monthly for decades Primary hypogonadism exists. Some men genuinely require replacement. But the number of men currently injecting who could restore natural production with 8-12 weeks of foundational work and instead got handed a vial of cypionate without a second thought is staggering Your testosterone is low for a reason. Find the reason before you override it DM me "REPORT" for the custom health report here's what you get: - full symptom and history mapping specific to you - the most likely biological root causes behind what you're feeling - exact labs to order and how to read the results yourself - a prioritized protocol: what to fix, in what order, built around your body not a generic PDF. not a supplement list. a personalized breakdown of what's actually wrong and how to fix it the report your doctor would give you if he had 4 hours instead of 13 minutes

@StefanWhit28924 Play our cards? What do we gotta do besides hold these

I really like $SNDK $AAOI $LWLG $NBIS. Looks like we might make some decent money here if we play our cards right.

@PepInvestStocks @XanaduAI @_cweedbrook @PepInvestStocks how high do we see this running in the near term?

$XNDU 🔥 The first pure-play photonic quantum computing stock that just went public. @XanaduAI @_cweedbrook Most quantum plays use superconducting chips that need near-absolute-zero cooling. Xanadu does it with photons (literally particles of light). That means room-temperature operation, massive scalability via existing fiber-optic tech, and a clear path to fault-tolerant, million-qubit machines. They already have cloud-accessible photonic quantum computers (Aurora system), PennyLane for quantum ML and a modular architecture built for real-world scale.

@TheLongInvest 🤣🤣🤣

Trump: I am not a fan of….(no wait for it)…Pope Leo. We are off to a good start this week folks

@TheLongInvest Tear jerker. Love it

Little Rory is back to back $NKEs greatest ad

@outlierassets Very much so. I've subscribed to a few accounts that detail it but don't really talk about current valuations and if they are still attractive. Think a lot of people are looking for those answers

@Blake36916013 Photonics still has plenty of runway, but a few of those names are looking pretty stretched at current levels. Thinking about dropping a summarized thesis on the sector—would it be helpful?

@ParadisLabs Do we not anticipate a broad market correction coming from overheated valuations?

How investors are pricing in the Iran war: 1/ Markets don't panic in a vacuum. Oil is the clearest signal from March. Brent & WTI both up ~50%. The Strait of Hormuz closure mid-month widened the Brent premium over WTI. Geography matters when supply chains break. 2/ Futures markets are telling a story. Oil shock is real, but not permanent. December futures rose far less than spot. The market is pricing pain, not apocalypse. 3/ Treasury rates jumped ~4% at the 2-5yr maturities. The yield curve steepened hard. Translation: markets see inflation as sticky, not transitory. The 1970s OPEC playbook is back on the table. 4/ Equity risk premium rose ~4% — meaningful, but not a panic move. Expected return on S&P went from 8.34% → 9.07%. Half from rising rates, half from ERP expansion. Readjustment, not capitulation. 5/ High-yield spreads (CCC and below) widened modestly — 9.5% → 10.1%. Investment grade barely moved. Bond market is repricing risk, not fleeing it. 6/ Gold fell 10.4%. Bitcoin had a good month. If this were a true panic, gold would be surging. That's actually the most underrated data point of the month. 7/ Global equities -9%, ~$15T in market cap erased. US -8%. Worst hit: India and Asia — net oil importers taking the full brunt. Best performing: Middle East & Africa. Oil exporters have a natural hedge. 8/ Sovereign CDS spreads tell what ratings agencies won't (they're too slow). Abu Dhabi +52%. Bahrain up sharply. UAE, Iraq, Oman seeing big jumps. Saudi & Israel — surprisingly stable. US sovereign CDS up too. 9/ The 3 questions that determine your positioning: 1. How long does the war last? 2. How permanent is the infrastructure damage? 3. What does post-war Iran look like politically? Your answers = your portfolio. 10/ War ends in weeks. Infrastructure damage costly but fixable. New Iranian regime less hostile — but not peaceful. 11/ The lasting structural shift: Middle East capital — which has been funding everything from AI startups to Premier League clubs — will throttle. Sovereign wealth pivots inward to harden oil supply chains. Vanity projects (NEOM etc.) take a back seat. Markets are repricing, not breaking. But the second-order effects — capital flows, inflation persistence, sovereign risk — will linger long after the ceasefire.

@vulturetrades Oil

Market dumping. Oil stocks ripping. $PBR $ET $KMI $XOM $CVX Smart money rotates before the crowd notices. LIKE + COMMENT “OIL” if you want me to break down how to catch these early.

@vulturetrades Guide

If you're an options trader - there's a hack you should learn that no one is talking about. It makes finding 100% trades way more consistent. I grew an account from $1k → $19,400 in 13 days using the exact same two concepts every single day. I made a FREE 5-page guide that will teach you this same exact strategy. Like + comment “Guide” and I will send you a DM. (Must be following to DM)