hbaroy
3.5K posts
@FinelyBrewed @DeadlineDayLive True, he is a top manager and they are lucky to have gotten him in the first place. He is not the reason for their relegation.
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@DeadlineDayLive Is that a wise decision? Why not have him bring the club back next season
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🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Nuno Espírito Santo is facing the sack at West Ham after being called into emergency talks with the club hierarchy this morning. ⚒️
A final decision is expected soon, with growing belief the Hammers are preparing to part ways with the 52-year-old. 👀
(Source: @TimesSport)
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@DeadlineDayLive That's a strange decision, they won't find a manager better than him to manage in championship. Nuno is class and can't be blamed for the relegation.
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@aleabitoreddit I did, but not hard enough, its only 5% of port even after this crazy run...
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@jacobsimon2002 @aleabitoreddit Never going to happen, you will be lucky if you ever see 50s again.
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@aleabitoreddit I hope this stock comes down to 4$ so i can buy more😬
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@benstockjourney They won't be, and a lot of late entry fomo's are gonna panic sell. Our job is to buy the dip.
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Giving myself a little break today.
Feel free to comment chart requests under this post. Been too long. I’ll be sure to get to as many as I’m able to over the weekend.
Been chipping away at this beast of a market day by day. Lots of late nights. A ton of obsessive work behind the scenes to deliver thoughtful, curated posts.
You have to be hungry and relentless to achieve greatness, but it’s important to recognize when it’s time to let the exhaustion win and take a much needed rest.
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$SIVE continues to set ALL TIME HIGHS
Now trading at 68.5SEK
Will this rally continue or do we see a pullback soon?
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@FlapjackFpl Spence must be as LB instead of Hall and Shaw, which makes some sense.
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@Chartradamus Congratz! How can it be 10% though, is it a lot in options?
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Best day I’ve had in a few weeks. Required patience and holding through turbulence, taking advantage of pullbacks and consolidation across several names.
I love this portfolio to death.
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@premierleague This guarantees them CL football next season NO MATTER their PL finish , and could give England 5 Champions League spots
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How does Aston Villa's Europa League win change the contest for Champions League places?
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@jessica_lovee95 Happier with a good woman, sure. But where to you find one of those these days?
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A lot of single men seem completely checked out of dating now, like they replaced romance with gym memberships, football, and pretending they’re happier alone.
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🚨 𝗥𝗲𝗹𝗲𝗴𝗮𝘁𝗶𝗼𝗻 𝗦𝗰𝗿𝗮𝗽
📉 There’s now just a 32% chance Tottenham go down.
📉 However, with Spurs playing Chelsea on Tuesday (where their record is abysmal) this relegation dog fight will surely go to the last day.
Who are you backing to go down? 🤔
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@aleabitoreddit Its a fun meme though. But now im less sad about missing the run.
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Very nuanced. People buying $PENG for $MRVL "photonic memory" are likely to be disappointed.
They're on the $SMCI integrator level with potential software add.
The high margin, foundational IP belongs to companies like Celestial or others like Lightmatter.
What they do is build a 2U box, inside the rack, around Celestial/Marvell's the photonic memory IP.
It's also in the development collaboration stage.
Retail just misunderstand the different layers and conflate them all as this company building core photonic memory IP.
Not commenting on the potential price, but it's a legitimate idea for its base business. And upside would be material if they go past sampling.
Just annoying when I get comments about "PHOTONIC MEMORY".
Then they're building the chassis that the actual photonic memory IP sits inside and not even in qualification stage.
Professor Akali@AkaliOnYT
@CKCapitalxx @aleabitoreddit +1 @aleabitoreddit $PENG has become a pretty popular retail stock, would love your take on it
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@Aktiehedonist I dont see why sive swapping out local board members with UC Berkeley grads and $LITE executives is bearish, just as they are targeting a new market.
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$SIVE announced today that three board members are leaving the board, including vice chairman and former chairman Tomas Duffy.
This comes just after Sivers released adjusted figures for 2024 and 2025. The 2025 loss was revised from -186.5 MSEK to -222.6 MSEK, while the 2024 loss was revised from -114.3 MSEK to -183.9 MSEK. Q1 2026 has also been postponed to May 29.
This is exactly the kind of thing I do not want to see as an ex-auditor.
When a company with a huge retail narrative, negative free cash flow, high NRE exposure, accrued revenue questions, delayed reporting, adjusted historical numbers, and board turnover is trading mainly on what might happen in 2027, I think investors need to slow down.
Maybe the technology is real. Maybe the long-term photonics case still exists.
But investing is not only about what can go right. It is also about separating facts from noise.
And right now, $SIVE has too much noise for me.
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