Erotser
3.4K posts
I have held the $TE bag through all volatility since making the initial entry end of last year once again a 2x position 🤷♂️ I am playing the long game here friends
@aleabitoreddit @Jess252530 Buying the flnc dip as well
TOM LEE SAYS CRYPTO WINTER IS OVER Tom Lee’s year-end price targets: - $BTC: $150,000 to $200,000 - $ETH: $9,000 to $12,000
The nice thing about multi-year bottlenecks from: $HPS.A to $SNDK to $LITE Is that you can sleep a easier despite market volatility like today. Knowing demand will be extreme even 1 year... Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted: -> One has a huge market share over Transformers -> One has huge market share over NAND -> One has huge market share over EML/OCS. And the one thing in common is that they're all likely backlogged on orders into 2028. Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year. It's H1 2026 now.
Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.
"I bought more AI stocks," says @PTJ_Official. "It's a crazy, crazy time." cnb.cx/49B9vPI
Paul Tudor Jones: "2000 was the easiest bear market I've ever seen in my whole life. It's got so many similarities to right now."
Paul Tudor Jones on @cnbc “bought more AI stocks” “semiconductors” “It’s a crazy crazy time” brings up introduction of PC, Claude Code -> Microsoft 1981, Windows 95/internet. “beginning of productivity miracles that lasted 4-5 years” “we have a year or two to run” or “we continue to feel like 99” “October/November 1999” in terms of multiples. (either two years to run, another ramp to go)
