Adnan Syed

1.1K posts

Adnan Syed

Adnan Syed

@Broasted_King

lift weights, eat Beef 🥩 ,HODL BTC, support where it matters.

Katılım Şubat 2021
198 Takip Edilen94 Takipçiler
Adnan Syed
Adnan Syed@Broasted_King·
@aleabitoreddit Just so you know my SIVE is up crazy, I kept taking profits and went really heavy start of this week and I can’t stop smiling 🙂
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Serenity@aleabitoreddit·
Genuinely thanks for nice comments. I share my ideas for free in the end though since I want to help out the retail community. $TSEM hit triple digit return... so that's 16 different names YTD. So my YTD hit 1525%+ as a result. Just to recap all the endless abuse and harassment along the way: 1. $AXTI - "Pump and Dump", "Scam Chinese Stock", Got banned from WSB $RDDT after Mods got mad investors actually made money AXT going from $12->$80. 2. $AAOI - "Pumping stock with no fundamentals, Meme stock" 3. $SIVEF - "Pump and Dump" "Meme Stock" 4. $LITE - "Photonics Bubble" 5. $IQE - "Just pumping low MC stocks" 6. $AEHR - "Stock with negative revenue growth, why is anyone following this guy and not paying $2,000+ for my subscription?" 7. $CRCL - "TA says it's going down to $30" 8. $EWY - "Just from followers" (hint, it's the South Korean Index) 9. Unimicron - "Idea is useless give me US stocks" 10. Nitto Boseki - "Idea is useless give me US stocks" 11. $OSS - Stealing Ideas (no, my synthesis around Venezuela was novel) 12. $GDRZF - "You're a terrible human trying to profit off of the War in Venezuela" 13. $RPI - "Meme stock all because of a Meme Trader" (FT, European Media). 14. $SOI - "Pump and dump", "no novel idea" (random analysts) 15. $ALRIB - "Pumping low MC stocks" (no, it's $MSFT quantum information discovery) 16. $TSEM - "Pumping based on followers alone" (bro it's $25B+, these are institutions) Or how about... the idea around fundamentals was right all along? And I'm just sharing information synthesis/discovery before institutions find out about them. Retail and media should be celebrating when 16+ different ideas return 100%+ YTD, since stocks are positive sum. Everyone from retail, the companies, and local economies benefits. Instead, negativity is through the roof and people keep trying to diminish/downplay the ideas like frontrunning the photonics supercycle… even when they actually turn out right? The trolls are starting to get to me, from $IREN folks creating new accounts every day just to send IRL threats, to European media disinformation about "pumping and dumping"... since I do read every comment. But notice... how 95% of things keep going up? And institutions like Point72 and Apollo end up buying the names I mention? Comments like this do make it helpful to stay on X, and I do enjoy taking victory laps on the haters.
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Taylor@Taylor_GPT

@aleabitoreddit Are you quite literally changing my life

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Serenity@aleabitoreddit·
@Taylor_GPT Congrats! +88% return in a month is pretty decent right?
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Serenity@aleabitoreddit·
Wow, my 16th 100%+ return this year alone: $TSEM ($113 -> $226). Timeline: 40 days. Told you all it was possible for retail to frontrun institutions.
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Serenity@aleabitoreddit

I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it. And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries) From my forward est: 2028 Forward P/E: ~16.8x to ~18.1x (Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit) The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet. So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections. Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain. But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations. I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.

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Tamer Nahed
Tamer Nahed@Tamer_Alnoaizy·
One of the most brutal scenes in human history was captured live on broadcast. Paramedics tried to rescue the journalists who were targeted inside the hospital. As soon as the rescue operation began, an Israeli soldier targeted them again. A moment the world must never forget.
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Intoleranter💙
Intoleranter💙@koelnnemez·
Кто бы тогда знал, что этот педик уничтожит миллион украинцев...
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ᗰᗩƳᖇᗩ
ᗰᗩƳᖇᗩ@LePapillonBlu2·
OMG!! This journalist is reporting that Israel has slit the throats of ten children and placed them on the side of the road , all of whom were less than 5 years old. “I saw all of this with my own eyes; I am a witness to this thing.”
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Sivers-Semiconductors
Sivers-Semiconductors@SiversSemicond·
Big news 🚀 Sivers Semiconductors is partnering with Jabil to develop a 1.6T LRO optical transceiver powered by our DFB lasers, driving faster, more energy-efficient AI data center connectivity. sivers-semiconductors.com/press/sivers-s…
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Serenity@aleabitoreddit·
@deepaksirw It's only been 6 months since I've started actively posting... and I'm already starting to lose my sanity reading the comments every day. But thank you for supportive message, stuff like this makes it more encouraging to keep going.
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Serenity@aleabitoreddit·
No. This type of BS mindset needs to stop. What I do is point them out to retail first before the 100-500%+ returns. US institutions like Point72 or Apollo would have bought them out eventually. 1. $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap. While companies like Landmark were trading at $3.8B. They were also the supplier to $LITE, and photonics/epiwafer demand took off this year. 2. $SIVE went up because they had new deals with $JBL and O-Net. But they were already unknown as the laser supplier to $MRVL's CPO program when I first went long. American institutions like $AVGO would have likely just bought the company directly like what Qualcomm did with Alphawave over in the openlight side of things if I didn't bring attention to it. Then Swedish retail investors wouldn't get any of the upside. 3. $ALRIB went up because their earnings sent their P/E down to fwd 26, despite holding a duopoly in the MBE category with $VECO. This combined with new SiPH equipment, as well as $IQE + QD Laser (for quantum dot) being their customers. This was combined from raw information discovery of the decade that $MSFT Quantum was their buyer. You don't see direct hyperscaler frontier programs in quantum computing dependant on some <$1B MC company. 4. $SOI is up 208% because it has an unknown monopoly over SOI substrates for silicon photonics and CPO. This was more information synthesis combined with timing the bottom of their legacy cycle. 5. $RPI went up because of earnings and AI hardware usage. I was just the very first person to point it out. I projected 55% revenue growth compared to 14% from analysts. They did 58%. I just gave retail the chance to buy it before institutions. The stock would have gone up off of pure fundamentals without me posting my thesis because you don't do $511m in revenue off a $500m MC as a fabless company. I'm just giving retail the all the information discovery before institutions have a chance to find it and price it in. This is a completely different model than the same institutions telling you to buy index funds or stocks that already went up 1500% so you're exit liquidity.
Deo Non Fortuna@filiusveritatis

@aleabitoreddit They only went up those percentages because of your and other X accounts attention to those stocks combined with them being undervalued

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Jackson Hinkle 🇺🇸
Jackson Hinkle 🇺🇸@jacksonhinklle·
🇵🇱 🇮🇱 Poland MP Konrad Berkowicz openly called Israel “the new Third Reich” with an Israeli flag and swastika.
Jackson Hinkle 🇺🇸 tweet mediaJackson Hinkle 🇺🇸 tweet media
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Cenk Uygur
Cenk Uygur@cenkuygur·
Israel is scarier than other terrorist groups, because they do organized terrorism. They kill people on a much larger scale, they kill civilians in greater percentages and they destroy everywhere they go - and then they steal the land! Most effective terrorists in the world!
sarah@sahouraxo

Israel’s bulldozers are wiping out civilian homes, tourist sites, and hotels in Naqoura, South Lebanon. Not military targets. South Lebanon is being erased — like Gaza before it. This is an American-backed, American-funded genocide.

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Serenity@aleabitoreddit·
@sunnyviljamaa That makes me really happy to hear and makes it fulfilling to keep sharing my thoughts. I still think this is the very beginning of $SIVE's run over the next few years. I hope your Uncle is appreciative of your efforts too since you've been reading DD on X!
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Serenity@aleabitoreddit·
IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers. Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers" Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale" Where have you seen the LIGHT SOURCE for hyperscaler supply chains... At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.
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Jackson Hinkle 🇺🇸
Jackson Hinkle 🇺🇸@jacksonhinklle·
"Israel is the new THIRD REICH" — Polish MP Konrad Berkowicz STUNS parliament, unveils Israeli flag with SWASTIKA
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Ounka
Ounka@OunkaOnX·
Ana Kasparian just read the most damning report on Israel's prisons. Sexual torture is organized state policy, endorsed by the highest authorities. Women are raped for days. Men are raped by dogs. Fire extinguisher nozzles are inserted into bodies. This is how western media's moral state defend itself and they refuse to report. Rape as state policy. Torture as organized practice. Women and men are violated in the most brutal ways
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Sarah Wilkinson
Sarah Wilkinson@swilkinsonbc·
Israelis harassed L’Espresso magazine so much claiming the vile israeli soldier photo is fake, they published the full video | via @MareLontano
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John Collins
John Collins@Logically_JC·
Where should we send him next?
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Beyinsiz
Beyinsiz@superbeyinsiz·
İsrailliler bu fotoğrafın paylaşılmasından çok rahatsız olmuşlar. Kendi askerlerinden utanıyorlar. Lütfen bunu rt yapmayın yayılmasın 🙏
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Akunjee 🖋
Akunjee 🖋@mohammedakunjee·
This has got to be the worst betrayal in human history - European Jews begging to enter Palestine after being genocided by Europeans only to genocide their hosts for the next 70+ years. Ya … never forget indeed !
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