SarauityPrecise Market Analysis

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry. Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk. On the bright side for $POET holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story) It does look like Marvell delayed their own timelines as well by doing this. That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️`

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan1 ⬇️

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

European “monopolies” like $LPK (Glass Core Substrates) have also been going brrr lately. $ALRIB is technically a duopoly but it’s there too… (Quantum / MBE) Then there’s some over in Japan like Towa for (HBM4/compression molding) too that I own. Usually monopolies get higher multiples. I'll mention some more over time, just gotta find them all.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

It's pretty clear by now that $SIVE is the likely holy grail silicon photonics supplier for $AAPL... Markets just don't know about it (this is called Alpha). If you're curious how to map Apple to Sivers: > "US Fortune 100" customer. > RFQ (request for quote) for 50 MILLION units a year. > Apple sold roughly 53.9 million Apple Watches in 2022 and averages between 38m-50m units annually > $SIVE / Carnegie research released 135 Wavelength arechitectures, which matches Apple application specifications. literally... what other US Fortune 100 company in world can casually produce 50 million units of consumer wearables a year? Even Samsung does 10-15M units. That coincidentally matches with the laser architecture and applications. $SIVE on their X did tease volume ramp from development timelines, which I guessed was Apple (H2 2027 ramp or H1 2028), but could be Ayar or Jabil.

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