WenSafu

@StonkChris No it's not and I don't mean this as critique but I mean if you promote your group and there are so many tickers publicly I can imagine privately... there will always be one that performs while the one that is in drawdown gets forgotten and the one that performs get the credit.

@CryptoBrunie And that's a bad thing 🤣

Missed $MRVL? Well, there are two other 5-star semiconductor setups shaping up for massive upside moves. Just shared both inside the group, complete with precise upside targets. Semiconductors are on fire right now 🔥📈 x.com/StonkChris/cre…

@aleabitoreddit @themissinglinks woops

@themissinglinks I personally shorted $LWLG because this ticker keeps getting spammed under all my posts.

I've been the first few to cover many supply chain photonic names. Most are up 100-400%+ since I've posted. Here's the TLDR overview of my thesis posts: “Safest” Longs as of Today: - $TSEM (Tower Semi) - $SOI (Soitec) - $COHR - Defensible compounders over time. Soitec - Substrate monopoly over silicon photonics / CPO architectural ramp at dirt cheap valuation (after recent 40%+ rise maybe still 1.4x book) Tower Semi - P/E in the 10's for 2028, 70%+ capacity booked already, $NVDA architectural partner, and basically the pure play $TSM of photonics. Coherent - Basically does everything from materials/substrates to lasers to transceivers in photonics. As well as fundamental supplier to many other verticals. Most High Beta/Extreme Growth Longs: $AXTI - InP duopoly with Sumitomo (that getting export controlled), upstream feedstock duopoly with Vital. Basically at the top of the entire photonics food chain is AXT. There's certainty export control risks, but my thesis is that if AXT goes down, the photonic buildout with AI goes down. So might as well go long on AXT. $AAOI - 10x revenue ramp into 2027. Laser -> Design -> Assembly, Made in America. Main uncertainty is execution, scaling laser capacity that they've bought from $COHR, etc. Demand from hyperscalers are all there. Can they deliver? I'd take the risk. $IQE - Basically completely dependent on restructuring and clearing debt (~$200M MC). Known $LITE supplier for epiwafers, and their main competitor was Landmark with a $3.5B+ valuation. The latent capacity is there with reactors, but they basically need to pull off a successful pivot over to photonics and cut off legacy drag for 10x rerating. Highest risk out there, but maybe worth the reward.s Long $GOOGL TPU Ecosystem: $LITE - Basically very high BOM related to optical due to OCS monopoly for Google. If you think Google TPU is a trillion dollar program that might end up like $NVDA, go long on $LITE. Google has $175-180B capex planned for 2026, and their CTO for AI Infra said they plan to up that Y/Y, probably spending $1 trillion in the next 8 years. If that holds up, $LITE is extremely undervalued relative to forward potential. Of course the supply lasers to other hyperscalers too, but I'd say it's more heavily tethered to Google growth. _ There's a ton of others out there I've covered like: $POET - I'm personally not long, but $400M balance sheet gives it good cushion. Just found Celestial from $MRVL ramp was too far out, eg. $500 million 2028, $1 billion 2029 projections, for revenue to be too material as of 2026. It largely depends if their interposers get other hyperscaler qualifications rather than backdooring through Marvell, which was the main bull case. $HIMX- I did find this thesis to be slightly compelling as a likely $TSM COUPE supplier. But personally, I preferred $SOI, and would just put more concentration into that (since Soitec known supplier already to basically everything silicon photonics, and is just coming out of a downturn). There’s a lot more like $NOK, $SHMN, that are interesting, but I’ve personally out concentration into the ones I find most compelling. As “crowded names” like $LITE, it does not mean there’s no upside left. It just happens to be more priced in until there’s new news. There's a lot of "critical suppliers" but there's a difference between importance in the supply chain... And converting that into extreme revenue growth eg. $AAOI -> $4.5 billion in revenue. But for TLDR photonics exposure, my portfolio looks similar to this: High Concentration (Safer) $TSEM foundry, $SOI substrate, $COHR everything Mix of Long + CSP (High Volaility): $AXTI substrate/feedstock, $IQE epiwafer, $AAOI transceiver supply chain Then Long Google with $LITE

@VadimStrizheus Accounting is more than that lol. Delulu

🚨 Do you understand what happened?! Perplexity has launched Personal Finance > connects with Plaid > links to your bank accounts, loans, etc > creates custom dashboards, finance tracking tool, and more. Every single accountant student is cooked.

@aleabitoreddit Deloitte sucks balls lol

I feel like $COHR and $MRVL are the two "They Do Everything" longs. That nobody actually knows what they do if you ask them in public. $NVDA? GPUs. $INTC? Foundry. Marvell? No clue. Coherent? No clue. They're the Deloitte of Semis. Both are really solid profitable longs over the next year. Probably not 200% gains but 50-100% seem reasonable here.

@theunipcs Keep trying bro

it is incredibly hard to argue against being long $USELESS here: • best-performing new memecoin since 2025 besides $TRUMP • real estate billionaires talking about it on national TV; it recently got featured on the jersey of a top football club (exposure to hundreds of millions of people globally); etc • 93% down from ATH and has basically consolidated around the lows for two months now • it's the mother of all memecoin and crypto narratives: 10/10 destroyed crypto for good? crypto is USELESS! quantum is a major threat that will render most of crypto obsolete? crypto is USELESS! i could go on and on... • it has spot and perps on several major CEXs, which means liquidity is going to flow in easily and quickly when it starts moving again. it's on Coinbase, Kraken, Binance (perps), etc USELESS is so badly beaten down right now that it's hard to see it going much lower, tbh. R/R is overwhelmingly in favor of being long this one, even if you think this is a bear market! i have been buying around this level recently and will keep buying for as long as it remains this low if you missed the first run up to $450m, i genuinely believe this is another opportunity to get in at the lows before inevitable new ATHs when market turns for good

@cyberprince_rwo You sold your account bro? lol

nature is healing and by that I mean you must quit your job $XMR $NEET

@endless_frank @deepvaluedude L

I’m kinda with you. Honestly I bought Rocket Lab at $4. Check my tweet history. I sold all of it in the mid 40’s, not bc I thought it couldn’t go up anymore, but $ASTS at $18-25 was the fat pitch at that time. I’m never going back. The money is in the satellite business, not launch. Look at Space X. From 2002 to 2021 it went from 0 to ~40b, then from 2021 to now 1.5T. It’s all Starlink e.g. recurring high margin revenue.

One good day and $RKLB turns on a 1B ATM offering. Incredible. We know $ASTS will not be raising any more money for the remainder of the year and maybe forever based on the last earnings call, so does this push investors away from Rocket Lab and into AST? 🤔 I believe so.

@TommiPedruzzi Kdp

The most underrated AI tool on the internet? Ideogram AI. Pair it with Claude, and you have a publishing system that can produce six-figure eBooks on Amazon. One book turns into compounding income over time. Last month alone, we generated $65,000 in royalties using this setup. Stack 4–5 books using this process, and you’re suddenly looking at a real monthly income stream. I could easily charge $199 for this. But today, it’s free. To get it: • Like this post • Comment “KDP” I’ll DM you the training + my entire AI publishing system. ⏳ Free for the next 48 hours (Follow so I can message you)

@TommiPedruzzi Kdo

@ShortSeller @TheProfInvestor pretty cool buying checklist. Wonder if you could share it?

$RKLB 1) follow @TheProfInvestor 2) I agree the larger the timeframe - the more weighting I give it...this is the monthly....doesn't look as launched yet....re-visit end of month 3) am long fwiw ...no adds yet

@Life_of_rick @0x_kaize I built a mail triage that runs 24/7 and flags mails. It alerts me on telegram for mails that need urgent action. It also gives me a weekly summarize Will continue to build one app at a time to be more productive. sleep score & HRV will def look into that

@CryptoBrunie @0x_kaize Email overwhelm is a focus killer. Two things that helped me: batch email to 2x/day max + ruthless filtering. For Garmin — sleep score and HRV trend are the two metrics worth obsessing over. What habit are you starting with?

I TOLD that CLAUDE is the future, and everyone needs to learn it. This guy has compiled hacks that will increase your AI Results 10X nothing special, but few people know > Understanding Claude Code Skills. how to develop skills correctly, as well as analysis of common examples of infographics, newsletters, and working with social media > The Skills Repurposing Hack. proper repurpsong workflow -> how to set prompts -> how to solve core problem with generics skills > Implemantation and Results. explains how to improve your major skills and how to use customization features You don't need to grind for hours, you just need to understand how to use Claude code effectively

@Life_of_rick @0x_kaize I get lots of emails and not enough time to follow up in 48h. I'm looking to up my life in being more productive/consistent and looking to track health with garmin data fe sleep, stress.. & make business more efficient through agents and look what can be automated.

@CryptoBrunie @0x_kaize one man army is actually an edge — you can pivot in a week, not a quarter. the niche usually reveals itself when you stop trying to find it and just talk about the specific problems you actually solve. what problem do people DM you about?

@0x_kaize @Life_of_rick I’m still trying to figure that out for my niche. Which is quite hard as I am a one man army

@Life_of_rick the most important thing is to turn it into a thinking brain in your niche

@SharkChart Thanks for the efforts. Great read!

Available on Substack! open.substack.com/pub/sharkchart…

@milesdeutscher Automated accounting is bs lol. stop reiterating everyone. a robot can put journals and history but it can't replace the human advice factor on what to do. The advisory role becomes much more important and the ai hallucinates in that. It even brings up cases that don't even exist

A warning to my family. The world as you know it is about to be massively disrupted. I wasn't going to make this, but I had no choice. You'll understand why after watching this.

@saylor btc to a million and microstrategy to 0

If it’s not going to zero, it’s going to a million. $BTC

@VibeKitBot Hey thanks for the fast reply. Where can I find you? Thanks!

@CryptoBrunie yeah man absolutely! hmu on tg if you want help. openclaw can help you build your project. you can import your existing project too if it's on github by just logging in with your github and selecting the project!

just shipped replit w/ OOTB OpenClaw on each container. all you need to do is auth w github and pick a repo. BYOK or start for free w $1 in claude credits 🦞

Netherlands, this is not taxation. It is theft. The Mathematical Problem: Volatility ≠ Income Assume a simple case. You buy an asset for: €100 Year 1 Value rises to €150 Unrealized gain = €50 If taxed at 36%: Tax owed = €18 You must pay this in cash — despite not selling. Year 2 Market falls to €100 again Your total real gain over 2 years: €0 But tax paid: €18 You are now: ➡️ poorer despite making zero profit This is not a timing issue — it’s a permanent loss unless the tax code perfectly refunds losses (which systems rarely do symmetrically).