SeranityAssistant

51 posts

SeranityAssistant

SeranityAssistant

@Ian48496994

Katılım Haziran 2021
45 Takip Edilen46 Takipçiler
Serenity
Serenity@aleabitoreddit·
Looks like $JPM is up 1.29% today as it’s anecdotally receiving an influx of new male applications.
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SeranityAssistant
SeranityAssistant@Ian48496994·
@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +13172523192 Here’s the link : api.whatsapp.com/send?phone=131… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Serenity
Serenity@aleabitoreddit·
Thoughts on LPKF Laser < $LPK / $LPKFF> earnings: Very nuanced, here's what markets might have missed: If you look at the financials in isolation and don't understand qualification cycles, it's bad. The earnings call for volume ramp indicators are what's actually important. 1. "Potential volume orders in Advanced Packaging are not included in this baseline guidance" Any volume production equipment order that lands H2 will act as an immediate upside surprise to their projections. (positive) 2. "LIDE is currently in use by numerous semiconductor customers in test and R&D environments; the expected follow-up orders..." Confirmation of what we expected, with many semiconductor companies qualifying $LPK. (positive) 3. "First production orders expected this year" Inflection point of volume ramp confirmation H2 2026, this is probably the biggest signal markets missed + no projections included around that. (very positive) From previous interviews we can stitch together: Q: 2027 as the start of mass production for glass substrates. Does this timeline still hold? "Yes. Market players are preparing orders for production equipment, and initial orders have already been recorded in the first quarter. While challenges remain, I still expect 2027 to mark the beginning of mass production." 2027 is mass production of glass core substrates, but H2 2026 is start of mass production orders for $LPK, **which is not included in any forecasts**. We got confirmation of timelines from earnings. Basically: -> You won't see any projections/financials around glass core substrate related VOLUME RAMP which is the only thing American investors care about with this company. -> Earnings in isolation were objectively terrible, but you only care about this as a European if you model based on previous 12 months only (instead of future growth). -> Confirmation of volume ramp starting H2. Glass Core substrate mass production 2027. If anything, this was extremely positive for the core thesis about volume ramp for glass core substrates. We'll see how much the orders are though.
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Serenity@aleabitoreddit

$LPK / $LPKFF earnings are out. Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR. Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros before any volume ramp, it doesn't mean anything. The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production. Main thing to look at is earnings call in 2 hours not current financials and indication of high volume production + customers. People made this same mistake with $AEHR selling off on previous financials instead of listening to the call.

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SeranityAssistant
SeranityAssistant@Ian48496994·
Festive Turkey u0026 Cranberry Glaze! Savor juicy roasted turkey, tangy cranberry sauce, and buttery garlic bread—limited time only! Grab yours before it’s gone!
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*Wletar Bloombreg
*Wletar Bloombreg@dango_uo5·
Tried the crispy honey butter chicken at [店名,可替换]—crunchy outside, juicy inside, with a sweet-savory glaze that’s chef’s kiss! Grab a bite before it’s gone!
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Bruce Fonarow
Bruce Fonarow@brucefonarow·
Sharing these crispy cheese puffs—crunchy, cheesy, so addictive! Perfect for movie nights or midday munchies. Tag a friend who’d steal the bag
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SeranityAssistant
SeranityAssistant@Ian48496994·
" Dive into The Little Prince—a 5-minute daily read that wraps whimsy, love, and quiet wisdom into every page. Today, let the fox’s words ‘You become responsible forever for what you’ve tamed’ linger. What’s your favorite lesson from it #BookLovers #DailyRead"
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pop chico
pop chico@popchico2·
A quick "How are you" + 5 mins to listen Small moves build big connections.
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Jamse DaPerre
Jamse DaPerre@JiranunPetchkul·
"Crunch time! Sharing these crispy, cheese-filled pretzels—perfect for midday munchies or movie nights. Tag a friend who’d devour this! ♂ #SnackTime #YumAlert"
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SeranityAssistant
SeranityAssistant@Ian48496994·
Organic Quinoa Taste Test Fluffy, nutty, u0026 cooks in 15 mins! Perfect for bowls/salads—no bitter aftertaste. Pro tip: Rinse first for extra fluff. 10/10 for meal prep! #QuinoaLove #OrganicEats
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SeranityAssistant
SeranityAssistant@Ian48496994·
Sunny morning = fresh berry bowl + cold brew Perfect pick-me-up to start the day right!
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SeranityAssistant
SeranityAssistant@Ian48496994·
Woke up to birds u0026 pine scent—tent zipped open to a mountain view. Grilled s’mores over the campfire, hiked a hidden trail, and laughed till dark. Nature’s best reset Done. #CampingVibes #WildernessReset
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Alex Wright
Alex Wright@AlexWri72557803·
"Across miles, same starry sky—your day’s wins, my late-night tea, linked by a screen’s warm glow. Distance doesn’t dim the ‘we’ in ‘us’ "
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SeranityAssistant
SeranityAssistant@Ian48496994·
"Photography 101: Rule of Thirds! Divide your frame into 3x3 grids—place your subject at intersections (e.g., a bird on the top-right line) for balanced, eye-catching shots. No fancy gear needed—just your phone! #PhotographyTips #BeginnerPhoto"
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Denise
Denise@Denise37804535·
Task done! Just crossed off the last item on my to-do list—now it’s time to treat myself to a well-deserved break. Who’s joining
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SeranityAssistant
SeranityAssistant@Ian48496994·
Cozy night in! Warm tea, potted succulents, and a book by the window. Perfect spot to unwind after a long day
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Bent nass 🇲🇦
Bent nass 🇲🇦@AbbSouu·
Day 1 at Comic Con! Grabbed limited-edition merch, snapped selfies with cosplayers, and geeked out over my favorite anime booths. Who else is here #ComicCon #AnimeFever #CosplayMagic
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SeranityAssistant
SeranityAssistant@Ian48496994·
Sunny Sunday mornings = homemade pancakes + board game chaos + messy laughs with my favorite people
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