@BryzonX @AtlasShrug1 Haha in reality it’ll be something that follows not that much, all the best finx accounts plus some German speaking ones and just lurks, potentially some likes here and there.
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HiveMind
20 posts
HiveMind
@HiveMindPE
Investment Tracking | Photonics, Space, AI Buildout Themes
NY Katılım Nisan 2026
218 Takip Edilen22 Takipçiler
@ChairmansLedger Well sure but accounting needs to be a part of the calc, If I am say just 1 week away from moving from a short term sell to a long term sell then this has an impact of roughly 13% if I sell a week later, so you then need to take this into account even if I don’t really like price
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@HiveMindPE No, this is accounting dressed up as conviction.
Tax can explain why selling is expensive.
It does not magically make you bullish on the stock at today’s price.
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Let’s be clear. If you own a stock, you are implicitly saying you are willing to buy it at today’s price. Maybe not more of it, but at least the amount you already own. If that is no longer true, you do not have conviction. You have attachment.
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@ChairmansLedger It’s all just maths in the end, it just adjusts the effective price with short term vs long term hold difference.
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@HiveMindPE That is a reason to hold despite lower conviction.
It is not a reason to pretend the conviction is still there.
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SpaceX IPOs in 17 days.
But you don't own a single share.
This ETF $XOVR holds a 21.5% SpaceX stake marked at $1.5T as of 5/22.
That's over $0.20 of every $1 invested.
Here's why $XOVR might be the best way for retail to play the biggest IPO ever. Read disclosures at 0:53.
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Feels like a good time for this reminder. Doesn't matter if it's $1 or $1M...pull money out of the market.
Hold it. Sniff it. Spend it. Invest it elsewhere. Just make it real. More than numbers on a screen. Take a % of profits off the table monthly. Let the rest compound.
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@Frenchie_ How are they going to scale production? Any idea there.
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Ça devient insane !
$VPG vient de franchir les $ 1.5 Mds de capitalisation boursière
Le titre fait déjà environ +180% depuis notre achat mais le plus intéressant, c’est que le marché commence seulement à comprendre le narratif.
Vishay Precision Group n’est pas juste une petite boîte industrielle
C’est potentiellement une des valeurs les mieux exposées au thème des robots humanoïdes
Et les revenus commencent à parler :
Au T1 2026, VPG a publié $84.4M de revenus, en hausse de +17.6% YoY et +4.7% QoQ. Les commandes ont dépassé les $100M, avec $102.1M de bookings et un book-to-bill de 1.21, signe que la demande accélère plus vite que les ventes actuelles.
La boite a 4 clients qu’elle ne dévoile pas pour le moment mais c’est potentiellement :
Tesla, Figure, Agility, Apptronik, 1X, Unitree…
Le management reste hyper discret
Ils disent lors du dernier transcript que les prévisions clients indiquent une rampe plus significative pour les robots humanoïdes en seconde moitié d’année, mais précise aussi que le timing et l’ampleur exacts restent incertains…
C’est la queva se jouer le dossier :
Bullcase : Si les clients passent de prototypes à production série, $VPG peut devenir un vrai fournisseur critique et se rerate très violemment
Bearcase : Si les programmes sont retardés, le narratif peut se dégonfler temporairement.
$VPG est à mon sens une des meilleurs option asymétrique sur le scaling des humanoïdes et le marché comment à timidement le pricer.
Frenchie@Frenchie_
Mes 5 plus grosses convictions actuellement sur le stock : $STMPA - MCAP ~$51.5B / ~€43.8B Semi européen sous-valorisé. Exposition auto, industriel, Datacenter, power semis. Le marché price surtout le cycle faible, mais pas assez le levier en cas de reprise industrielle + électrification. $GOOGL - MCAP ~$4.69T Le meilleur mix qualité/prix du Mag 7 selon moi. Search, YouTube, Cloud, TPUs, Gemini, Waymo. Le marché à tendance sous-estimer la capacité de Google à monétiser l’IA tout en gardant une rentabilité massive. $AMD - MCAP ~$740B Le principal challenger crédible de $NVDA sur l’IA. MI300/MI350/MI400, CPUs EPYC, custom silicon, hyperscalers. Exposition à la demande de compute énorme de l'agentic au travers des CPU. $VPG - MCAP ~$1.13B Petit dossier industriel sous le radar. Capteurs de précision, measurement, industrial automation, défense, aviation, weighing systems. Si le cycle des robots humanoïdes commence, rerating massif (contrats avec 4 fabricants). $AAOI - MCAP ~$14.3B Pure play optique/datacenter avec levier direct sur la demande de networking. Si les volumes 800G/1.6T continuent d’accélérer, AAOI peut bénéficier d’un effet opérationnel violent. Plus risqué qu'un $LITE , $COHR , mais upside asymétrique. En bref, ça donne une exposition à 5 thèmes : >Souveraineté sur les semi EU + MCU >Chaine de valeur IA + rentabilité de cette dernière >Challenger CPU/GPU >Robotique et capteurs de précision >Supercycle Optique Et ceci sont il me semble les acteurs les plus intéressants.
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@Gubloinvestor We are undergoing a real fundamental change in how our economy will work though, of course there will be an ’AI bubble’ at some point as euphoria goes mainstream, but I’m not certain that we are there, and that potentially these changes are just capital going to the new economy
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@CrossCurrents28 These luddites think the US is just entitled to wealth and security as opposed to it being something that must be constantly earned through technological development and pushing frontiers.
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It is pretty simple. If we stop, China will build 10x our capacity and rapidly overtake us. They already have more energy and industrial capacity to throw at the AI problem, even if they still lag at frontier nodes. This would threaten everything about U.S. dominance i) weaken the dollar’s reserve currency status by reducing dependence on USD denominated compute and accelerating RMB internationalization, ii) allow China to capture the largest and highest-margin TAM in history, and iii) give them the productivity shock they desperately need to stabilize their overlevered domestic economy and project power abroad 🤦🤦
More Perfect Union@MorePerfectUS
EXCLUSIVE: @AOC calls for a congressional investigation into the impact of data centers. We took her to meet residents in a Trump +50 county in Georgia whose well water was polluted by Meta’s massive data center. “That absolutely merits...national congressional investigation."
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@CloudArgentoTB @Mr_Derivatives This bull market of bull markets which stocks double in two weeks are giving people insane expectations (including myself)
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@Mr_Derivatives Doubling your money in 3 years isn’t bad ROI
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Let’s assume $SPCX opens at a $2.5T market cap (current implication on Hyperliquid), then in order to get a 100% return on your common shares without using leverage, it has to go to a whopping $5.0T market cap.
Could be similar to $META’s IPO where it had sky high valuations and took over 3 years to double.
Food for thought.
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@profstonge No, I want to enable anyone to go to the Moon or Mars so that we secure the future of consciousness
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The first guy to be a trillionaire is the guy who's doing it as a passion project because he wants to go to Mars 😎
Kalshi@Kalshi
BREAKING: 88% chance Elon Musk becomes a trillionaire this year — an all-time high.
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SpaceX / $SPCX Competitor List in IPO Filing:
Space:
- Boeing $BA
- Lockheed Martin $LMT
- Northrop Grumman $NOC
- Rocket Lab $RKLB
- Firefly Aerospace $FLY
- Blue Origin
AI:
- OpenAI
- Anthropic
- Google $GOOGL
- Meta $META
- Microsoft $MSFT
- Reddit $RDDT
- CoreWeave $CRWV
- Nebius $NBIS
Connectivity (Starlink):
- Verizon $VZ
- AT&T $T
- T-Mobile $TMUS
- Amazon $AMZN
- AST SpaceMobile $ASTS
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@asimovinc What are you guys getting out of it ? Also yes I got preorder so I’m just interested
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A full-scale humanoid without hands costs over $22k if you source it yourself. Here Be Dragons brings that to $15k. You get everything from actuators to screws, one box, at cost.
Arya@OfAryaVahedi
@asimovinc The biggest problem is still the price of actuators.
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@Ren_aramb Thanks @Ren_aramb Happy to help out - companies should stand or fall on merit… Nothing worse than lies and misinformation
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$POET continuation on the POET drama.
NMR photographed an abandoned office and claimed it was POET’s HQ.
Well, in reality they took a picture of another company. Thanks @Scrollingaat for the due diligence, check out the attached images.
The doodle on the whiteboard and the team photo match Puzzle Cats, a gaming company registered on the same floor of 120 Eglinton Ave East.
NMR walked into the wrong suite. Or they chose to do just that.
POET’s actual address is publicly filed with the SEC, on their website, and in every press release: Suite 1107, 120 Eglinton Ave East, Toronto.
The company has operations in Toronto (HQ), California, Shenzhen (China), Penang (Malaysia), and Singapore.
I’m no longer an investor in this stock due to the extreme volatility and continued dilution, but when firms put out misleading information, it most likely only benefits their pockets.
Scrollingaway@Scrollingaat
@Ren_aramb @CitriniResearch Can’t make it today, live and work downtown now. Fully convinced the research report was a load of BS - the company they took an image of is called “Puzzle Cats” registered to same floor and picture on their website shows the same team doodle
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@Frenchie_ @ParadisLabs It’s a bad look from SpaceXAI, they have a frontier AI model and can’t solve these bots?
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How can I give back & help you guys more?
Maybe if you drop some tickers under the comments to this post, I'll post some research in a few days for the most liked/commented one?
Just genuinely want to help!
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The kinds of charts that have been working of late look like this
$FCEL same and many others!
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$P up 15% today!
2x average daily volume
Whose in this one?
Gaetano@crux_capital_
$P is one of my newest positions What they do: > turns NAND into enterprise-grade data infrastructure > helps companies store, move, protect, and govern data > gives GPU clusters faster access to AI/HPC data > gives hyperscalers a dense flash architecture layer > targets the enterprise inference data bottleneck Financially: > first $1B revenue quarter > nearly $2B subscription ARR > 40% RPO growth > $600M+ FCF guiding to high-teens growth NFA
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@TShirtnJeans2 @mzuhair123 @bubbleboi Yeah definitely, the crypto stuff has a totally different vibe to the rest
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By the way sorry if you subscribe to me, I don’t post stock tips like Serenity because I’m actually rich unlike her who needs to pump and dump to her followers.
However, will start to post more wholesome content on there to make you happy.
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@Craaazy1231 Certainly a pullback, Asia markets are all red today
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$SIVE / $SIVEF
Big price gap between.
Will we have a negative trade tomorrow?
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