The Curious Investor
96 posts
The Curious Investor
@HiddennHorizons
My resting state is quantum uncertainty.
Pale blue dot Katılım Ekim 2023
501 Takip Edilen86 Takipçiler
@Sam_Badawi Retail is sending it parabolic without considering the fair value of this name.
With this drone footage showing one crane and nothing having changed in 6 months, signaling late delivery… the bulls need to calm down. $TE
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FuzzyPanda continues to press their short thesis on $TE even after the recent 50% parabolic run from the lows on the day they released their short report earlier this week.
In their latest update, they shared drone footage of T1 Energy’s G2 Austin factory site and claim an AI review of the footage, company statements, and images suggests the project may be running 9-18 months behind schedule. They acknowledge bulls will point to visible progress, including an additional large crane and ongoing construction activity, while bears will focus on how much of the overall site remains undeveloped.
The debate ultimately remains centered on execution and construction timelines, with FuzzyPanda arguing progress is slower than expected while investors continue to evaluate whether the current pace supports management’s long-term plans.
Sam Badawi@Sam_Badawi
FuzzyPanda announced a short position on $TE, alleging the company maintains undisclosed ties to China’s Trina Solar and may not qualify for IRA 45X tax credits tied to U.S. manufacturing incentives. The report also claims potential accounting restatements, questionable import activity, delayed factory construction, and ongoing DOJ/SEC scrutiny tied to the company’s China exposure. Fuzzy Panda has previously targeted names such as $SMCI, $RILY, $UPST, and $STEM, making this one of the more closely watched activist short reports across the AI, energy, and infrastructure space.
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@sunxliao How do you not know the largest spcx rklb fly holder ETF $NASA
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$SPCX SpaceX IPO trade minting millionaires, as I predicted in December.
$AMPG low noise amplifier leader
$ASTS direct to phone satellites
$BKSY radar imaging through clouds
$FLY launch and lunar dual play
$LUNR only public lunar lander
$MNTS in-space transportation
$PL $NVDA named launch partner
$RDW in-orbit hardware manufacturing
$RKLB small lift launch leader
$SATL low cost imaging constellation
$SIDU satellite-as-a-service torque
$SPIR radio frequency data goldmine
$UFO entire space basket ETF
$VELO aerospace metal 3D printing
$VOYG next gen space station
Looking to increase my $AMPG position... NFA!
Gotta stay locked in until June 12 IMO!
Sun Liao@sunxliao
I think the SpaceX IPO trade will create a LOT of new millionaires in 2026. $ASTS to $200+ $PL to $100+ $RDW to $20+ $RKLB to $200+ Will be choosing my favorite tickers soon and charting them daily... 🫡📈
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@shinnisa334841 Great I have the same conviction.
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@HiddennHorizons 強く賛同です。私も同じような経験をしています。KEELを分析すればするほど、株価は強気です！
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KEELがラッセル指数入りすると期待できる事 - shinnisaのブログ shinnisa.hatenablog.com/entry/2026/05/…
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@shinnisa334841 $KEEL is also my largest position. I’ve been invested since last year, and while I was up significantly at one point, the stock eventually crashed. I’ve been through the highs and lows with it, and I’m holding strong until at least $15, which I believe is inevitable.
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@HiddennHorizons ありがとうございます。私の最大のポジションであり、KEELの成長にかなり期待しています。引き続き情報をアップしていきます。
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I think $VIVO may be the greatest asymmetrical opportunity I've found since $SIVE
Market cap 80m yet customers are lined up and the Norwegian and UAE sovereign funds are involved.
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Chips can be manufactured at scale, but what happens when there’s no electricity to power AI data centres? Power is the real bottleneck right now, and if that holds, these energy stocks will be the long-term winners:
T1 Energy - $TE
FuelCell Energy - $FCEL
Riot Platforms - $RIOT
MARA - $MARA
Energy Vault - $NRGV
Keel Infrastructure - $KEEL
Plug Power - $PLUG
Sunrun - $RUN
Bloom Energy - $BE
Ballard Power Systems - $BLDP
Eos Energy Enterprises - $EOSE
Shoals Technologies - $SHLS
Solaris Energy - $SEI
Power Solutions - $PSIX
These companies sit at the core of the global energy transition, AI infrastructure buildout, grid expansion, and next-generation power generation systems.
Not financial advice. Do your own research.
BOOKMARK THIS FOR LATER!
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@ChuckOnSol @jeewanshyaminda The effective cost basis aligns much more closely with prevailing secondary prices around the mid-$600s. check the latest holdings/FAQs on temaetfs.com
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@jeewanshyaminda That makes sense at $2000 a share that NASA paid...
Why would an insider sell to them at $600?
This etf is not a good buy, but on first day of trading spacex might just teleport to $2000
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Does anyone understand the $NASA SpaceX SPV terms?
Holdings show ~24,679 shares and ~$48.9M value —> nearly $2,000/share.
But secondary pricing seems closer to ~$600.
What are they paying? Fees/carry? How are they adding daily? The math doesn’t work.
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better description of would be:
“AI infrastructure + advanced memory systems company with exposure to photonic memory/interconnect trends.”
NOT:
“A pure photonic memory semiconductor company.” $PENG
Serenity@aleabitoreddit
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.
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キールインフラストラクチャー(KEEL)は電力確保が困難な市場において「すでに電力を確保した低遅延な拠点」と「専門的な建設ノウハウ」を武器に、2026年中に主要サイトでのリース契約を完了させ、圧倒的な規模（2.2 GW）への拡大を狙っています。
$KEEL
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@spacanpanman Who is selling $TE after such great earnings?? This is getting ridiculous.
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$TE: Based off of the quarter results, guidance and research analyst questions/reactions on the call, I expect Price Target Upgrades for T1 Energy to roll in today and tomorrow.
Anp🅰️nman@spacanpanman
$TE: 🚨T1 ENERGY ABSOLUTELY CRUSHES Q1 EXPECTATIONS, REPORTS RECORD EBITDA AND EARNINGS Revenue: $177.6M vs $95.4M est EBITDA: $9.1M vs -$10.6M est Net Income: $3.9M vs -$41.7M est EPS: +1c vs -14c est ✅ Progressing on comprehensive strategic financing for Q2 that includes significant debt component to cover $225M balance of 2.1GW Phase 1 of G2_Austin ✅Preliminary indications of incremental customer demand for G1_Dallas + G2_Austin for multi-year offtake agreements covers more than 100% of T1's G1/G2 production capacity for 2027 and 2028 ✅ Construction at G2_Austin proceeding on schedule, initial cell production in Q4 2026 ✅ Reiterated 2026 production guidance of 3.1-4.2GW from G1_Dallas and believes it'll be positioned to hit high end of range ✅ Expects favorable Section 232 ruling which position T1 Energy well as large buying of US polysilicon and wafers 🚀 Short sellers went heavy into this print with real-time short interest at 26.4% of float Call @ 8AM ET: edge.media-server.com/mmc/p/25duv676/
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@AdityaInvests90 @JVDEBXL Lol what a dumbass with zero idea about the market
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Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle...
This year:
Found $SOI, which was the SiPH substrate = $AXTI.
Then $SIVE, which was the CPO = $LITE.
Might have found the CPO equivalent of $AAOI.
Curious if anyone can guess?
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I’m extremely bullish on space.
We’re entering a generational inflection point for both applications and exploration.
The next decade will redefine the entire industry.
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J.P. Morgan just announced: "we are in dire, absolute NEED for nuclear."
If you want to become a potential billionaire, make sure you have these nuclear stocks in your portfolio:
1. Oklo $OKLO
2. NuScale Power $SMR
3. Nano Nuclear Energy $NNE
4. Centrus Energy $LEU
5. ASP Isotopes $ASPI
6. Lightbridge $LTBR
All my buy and sell signals in Discord @ stockwhale.vip.
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$SLNH continues to stay above our invalidation (1H gold zone).
VERY good signs IMO. 🫡📈
Sun Liao@sunxliao
This indicator is pretty much bottomed on 1H $SLNH so feel free to follow along... looks ready to flip bullish here. Same invalidation (close below 1H gold). A close above $1.40 would be GREAT!
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@CaesarCapitalz $TE is going $10 at-least been holding for long
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Thank you for all your feedback.
From now on, I'll be VERY clear about EXACTLY where my trade invalidation is.
For $SLNH, it's on a candle close below the 1H gold zone... of course NFA.
Same goes for targets... think a reasonable goal is 1D silver resistance labelled in my previous posts.
Can see how it's been holding perfectly.
More charts incoming!
Sun Liao@sunxliao
Zero concerns about $SLNH. 🫡 Looks like a 1H gold zone retest, with easy invalidation on a candle close below. Will likely bounce hard today. NFA. Space theme is also healing nicely too. Bears like to come out with pitchforks on red days... should've been holding or buying. All is well with the world. 📈
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@davidson00_1 @White_Ghost187 Cuz other races don’t act in such way?
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