@aleabitoreddit how did you perform before this historic run? have you just been doing this forever or is this AI niche your rocket fuel?
appreciate you, changing lives!!
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Garrett Heator
442 posts
Garrett Heator retweetledi
if one were seeking to destroy humanity, it would be difficult to improve upon "casting 1,000 perfectly normal aspects of being a human as medical pathology" and then "using that as pretext to concuss people with mind and mood altering drugs until they forget what it feels like to be a human."
replacing resillience with dependence is a self-digging hole from which the victims cannot escape. they are denied access to the very normalcy they would need to even get the traction to climb out.
we shudder at the absurdities of medicine from 100 years ago, but, trust me, it's nothing to what people 50 years from now will do when they look back upon much of what we have mistaken for illness and worse, for medicine.
for all that the old timey doctors were dangerous charlatans, the current breed are worse.
at least the quacks of yore had a sense of fun.
Suneel Dhand MD@DrSuneelDhand
We need to normalize not being on any medications as the default of human existence
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Garrett Heator retweetledi
First time you pull this off in pick-up ball and you're not allowed to play ever again.
House of Lowlights@HouseLowlights
Shai hit his signature move Push-off, flop, free throws.
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0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions
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$TE / $FREY: Freyr now renamed "T1 Energy" reported solid Q4 results and an accelerated ramp of US solar module mfg ahead of plan. Freyr pivoted and acquired Chinese-based Trinia's brand new US Solar module mfg plant at the end of 2024. Given the new world of tariffs and protectionism, T1 seems well positioned as one of the largest US owned and operated mfg of solar module and cells. The company has some serious CapEx ahead as it builds out more mfg production for vertical integration. If they can execute this could be a multi-bagger.
$TE has pulled back along with other small caps during recent market volatility. I think there's been ongoing turnover in the shareholder base as the company pivoted from batteries to solar cells & modules. With limited institutional support and research coverage, this one is going to stay under the radar for a while. Def one worth watching - I have a small spec position.
Q4 PR: ir.t1energy.com/ir-news/press-…
Q4 Update Presentation: ir.t1energy.com/files/doc_fina…
Anp🅰️nman@spacanpanman
$FREY: Took a quick look at Freyr's pivot from battery developer to solar module and cell manufacturer. $FREY purchased a brand new 5GW US solar module plant (Wilmer) from Chinese producer Trina for $621M or 3.1x runrate EBITDA, which will make them the #3 producer in the USA. Trina will own ~20% of FREY pro forma and will provide various support services as they ramp up the plant. $FREY expects to generate $100M EBITDA in 2025 increasing to $200M once it's fully ramped. They've got 1.5GW already contracted out in offtake agreements. $FREY plans to build a new solar cell plant for $800M of capex, which they expect will generate an additional $475M of EBITDA or a total of $675M EBITDA for both the module and cell plants. $FREY pro forma for the transaction will have 200M shares outstanding, $132M of cash and $545M of debt for a total Enterprise Value of $1B at a stock price of $2.95. If you buy the stock today, you're purchasing the Wilmer solar module plant for about 5x EBITDA with an option on the new solar cell plant and some recovery value from the co selling/leasing the battery production facilities in Europe. $FREY believes that cashflow from the module plant along with new equity and project financing will fund the $800M capex needed for the new cell plant. They're going to detail these plans in the near future. Below is the pro forma cap structure and implied valuation multiples. IF you believe they can ramp up the Wilmer to $200M of EBITDA, at 5x-8x that implies $3 to $6 per share value. IF you believe they can build and ramp up the solar cell plant (with $800M of debt funding) resulting in $475M of add'l EBITDA, at 5x-8x multiples that gets you to $11 - $21 per share. This does not include any potential value from disposing the legacy European battery development/mfg facilities. There's a lot of execution risk here and I have no idea if this team can do it, but an interesting pivot and transaction. The CFO recently bought 130k and 550k shares on the open market. Company presentation here: ir.freyrbattery.com/events-and-pre…
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Not too shabby?
$IQE is now up 4x since in the past 3 months.
$MTSI paying off their debts does derisk the company long term.
I’m curious if anyone listened anon?
Serenity@aleabitoreddit
Not exactly! I'm just a tad more familiar with photonic supply chains than I am with energy so I like picking potential winners. Just wanted to introduce $IQE into the equation like i did with $AXTI, so I could do a "Did you Listen Anon?" post 3 months later if it turns out well.
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$LPK up >35% since my initial research:
- highlighted that companies like SEMCO, LG Innotek, $INTC are a customer/partners/in qualification.
- noted that their LIDE is hitting the spec envelope $AVGO/ $AAPL/ $NVDA ASICs actually require.
I think some of you are up 75-100% rn, congrats!
The X community is really full of hidden geniuses!
Paradis Labs@ParadisLabs
LPKF Laser are kinda interesting. Initial notes are: -> Owns LIDE - only 2-step laser + etch process hitting 5µm vias at 50:1 AR on glass panels. -> Every serious glass substrate player (SEMCO, SKC Absolics, LG Innotek, DNP, Intel) is a customer, partner, or in qualification. -> Their LIDE process is the only one hitting the spec envelope $AVGO/ $AAPL/ $NVDA ASICs actually require? -> €337M MC - seems to be priced as a solar-drag industrial laser co. Not as a chokepoint of the packaging transition. -> Pretty ugly P&L. I started a small position yesterday which I'll build out next week depending on how I feel when the time comes.
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Garrett Heator retweetledi
@peonyKingOF you carrying this shitter into earnings tomorrow?
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dont make me pull out the friday meme again $INVZ
peony abdul@peonyKingOF
if $INVZ closes even half of that valuation gap with $OUST, looking at 10-20 baggers on some strikes. just sayin
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$PENG 9/9 bullish confirms (weekly).
Been doing some research...
It's the company you call when you have a billion dollars worth of $NVDA GPUs sitting in boxes and you have no idea how to turn them into a working AI cluster...
They design it, build it, deploy it, and manage it for you.
End to end.
That sounds boring until you realize the alternative is hiring a 50 person team for 18 months and probably still getting it wrong.
Here's the actual moat...
They have already deployed and managed over 85,000 GPUs in production environments.
That is not a number you can buy or copy.
It's institutional knowledge built over 25 years of HPC experience and every cluster they ship makes the next one easier.
The customer list tells you everything.
Shell runs HPC on Penguin infrastructure.
Sandia National Labs deploys NextSilicon accelerators through them.
Georgia Tech AI Makerspace was built by them.
One of Korea's largest GPU clusters with over 1,000 Blackwell GPUs running in a single cluster is a Penguin build.
They just got chosen by Deepgram, who picked them over everyone else to architect the production AI infrastructure behind their voice agents, sitting on Dell PowerEdge with Blackwell GPUs.
The OriginAI platform scales from hundreds to 16,000 GPU clusters and integrates their ClusterWare software, which is the actual sticky part of the business.
Once your cluster is running on their software, you don't rip it out.
They're already in the memory squeeze.
Memory chip prices doubled in Q1 and the company guided fiscal 2026 net sales up 12% with their integrated memory segment riding the same wave that's about to take $MU higher.
Trading at roughly 14x forward earnings.
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Garrett Heator retweetledi
$DDD has roughly ~2x the aerospace revenue of $VELO. If you went purely off fintwit sentiment, wouldn't have a clue.
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Garrett Heator retweetledi
It is wild to see the ideological reversal associated with USPS.
Hundreds of green socialists crying "No, you have to let the capitalist megacorporations raze hundreds of millions of trees! You have to let the government force-feed consoooomer advertising to your family!"
Palmer Luckey@PalmerLuckey
It is time for the United States Postal Service to ban junk mail. Unsolicited spam calls are already prohibited by the FCC. Emails are heavily regulated by the CAN-SPAM Act of 2003. Junk mail is the majority of mail, 100 million trees per year. Enough!
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Garrett Heator retweetledi
Even ignoring the wasted taxpayer money, insane moral hazards, and ecological impact, the lost time and productivity is inexcusable.
If the average American spends only 30 seconds sorting their mostly-spam mail each day looking for the real stuff, that is OVER A BILLION HOURS!
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Garrett Heator retweetledi
It is insane that America has given a monopoly on letter delivery to a quasi-governmental agency that then uses it to flood our homes with useless garbage against our will. America would never allow FedEx, UPS, DHL, or anyone else to force this on us.
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Garrett Heator retweetledi
It is time for the United States Postal Service to ban junk mail.
Unsolicited spam calls are already prohibited by the FCC. Emails are heavily regulated by the CAN-SPAM Act of 2003. Junk mail is the majority of mail, 100 million trees per year. Enough!
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