Raging Fire 🔥

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Raging Fire 🔥

Raging Fire 🔥

@InspiredHustle8

Chasing gems during the AI infrastructure buildout.

Wan Chai District, Hong Kong Katılım Aralık 2021
171 Takip Edilen168 Takipçiler
Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@Yeah_Dave Congrats Dave, you got me exposure to Space & Defense sector, my conviction was low since i have 0 knowledge about them so made some small gain, but what i learnt from you is more important. Can you share your journey from $700k to now so people can learn from it?
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YeahDave
YeahDave@Yeah_Dave·
Man what a crazy two years. Started the portfolio off with $700k and worked my ass off to get it to $20m last year. Countless nights and weekends after work. Reading, learning, and researching. And now I made that much in one month. My head is starting to spin. Anyone else?
YeahDave@Yeah_Dave

Will stop when the market tells me to stop.

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The Money Cruncher, CPA
The Money Cruncher, CPA@money_cruncher·
my current investing setup: > max out pre-tax 401k, invested in the Vanguard S&P 500 > max out Roth IRA, invested in Vanguard IT ETF > max out HSA > invest the rest in a brokerage, split between the US Stock Market ETF and $VGT It continues to perform well for me
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ItsSmacky
ItsSmacky@Chaamacoo·
First of all, I really don’t believe you. How is it possible that someone who claims to have been trading for over a decade can’t read or understand basic information? That’s a huge red flag. Guess what, I’ve also been trading for years, and I’m just a regular guy. Let me help you out: $Aeva is ramping in Q4 2026, All.space ramps by end of this year, Nokia (tier-1 infra vendor) ramps end of year, Intelsat ramps end of year, Tachyun is ramping ongoing, FWA/CPE ramps end of 2026 into start of 2027 with potential for millions of units, pluggables ramp to 1.6T starting end of this year into 2027, and CPO is ramping with multiple customers in 2027. This is exactly what I mean. If you can’t read and process this information yourself, how exactly are you good at your job?
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Alpheios | Trades
Alpheios | Trades@TheWiseAdapter·
The median effect of being added to an MSCI smallcap index tends to be small (~ 1–3%) $SIVE $SIVEF 2025 - Revenue 33m$ Net loss (20m)$ 2026 - Revenue 41m$ Net loss (10m)$ 2027 - Loss making Market Cap : 3bn$ 100x SALES 🤣 & the salesman is still making you buy it 🩸🩸🩸
Alpheios | Trades tweet media
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Max
Max@rhmaximalist·
When does PulseChain rocket up?
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SandemanStocks
SandemanStocks@Sandeman52·
Did you buy enough $NBIS or no?
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Nate Endicott
Nate Endicott@EndicottInvests·
Over the past 2 years I have a few regrets First were $NVDA & $TSLA in 2019, they were the first two companies I bought but I knew nothing about investing so of course I sold. Second was $RKLB and $AMD in 2023 My $RKLB average was literally under $4…. ……. 🥹 $AMD was mid $80 Tough lessons.
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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@yianisz I prefer CIFR > CRWV, though i am in both $NBIS since 60s and $IREN since 40s
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Yiannis Zourmpanos
Yiannis Zourmpanos@yianisz·
If you could only own one neocloud stock for the next 5 years, which one would you pick? $NBIS $IREN $CRWV
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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@aleabitoreddit Bro, i believe all the medias and hedge funds on FinX will recognize you and give you credits you deserve by EOY. My hope is you stay in this community till 500,000 subs and impact more people financially for a few more years. The richest man is the one who give the most.
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Serenity
Serenity@aleabitoreddit·
And now… $MU finally hits a $1 Trillion marketcap. I did say this looks like the next $NVDA given how memory demand looks structural with AI. This stock probably made a lot of millionaires going from $80 to $887.
Serenity tweet media
Serenity@aleabitoreddit

$MU looks like the next Nvidia. When Nvidia was $400B (now $4.5T+), markets thought GPUs were a short-term cycle. Same with memory today. AI has broken that cycle. With the same "Made in America" and White House backing like $INTC: Don't overthink things with Micron.

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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@BlackPantherCap Dude, Serenity called $ALRIB out since it was $6. He said it will be for 2027, potential 3-5x, not ten bagger. I feel like everyone found chokepoint ten baggers there days 🤣
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Black Panther Capital
Black Panther Capital@BlackPantherCap·
Everyone is chasing $SIVE or looking for the next $AEHR or $AXTI. I think I found it… Not one. But two. Both sitting at the exact chokepoint. This is maybe my favourite trade ideas the market hasn’t priced yet: CONSTRAINT 1: HBM inspection AI chips are not a single piece of silicon. A modern $NVDA GPU is a stack. A logic die at the bottom. Four to eight HBM memory dies bonded on top. Each memory die connected to the next through thousands of through-silicon vias, copper pillars drilled through the chip itself. Then that entire memory stack gets attached to the logic die through thousands more micro-pillar interconnects. Each pillar is smaller than a human hair. One defective pillar. One. That’s all it takes to kill a $40,000 AI GPU package. No buffer. No workaround. The whole unit is scrap. And here’s the constraint that makes this critical right now: HBM supply is sold out through at least 2027. No significant new capacity comes online until late 2027. There is no spare capacity. Every die that gets made needs to reach a GPU. A defect found late in the process isn’t a minor setback, it’s a $40,000 unit written off with nothing to replace it. So the industry doesn’t sample-inspect HBM stacks. It performs 100% INSPECTION. Every device. Every pillar. Every generation. As HBM advances from HBM3e to HBM4, the die gets larger, the micro-pillar density increases, and the inspection requirement becomes more complex, not less. There is one company with qualified equipment for this job at a leading US memory manufacturer. $COHU - Cohu Inc. Their Neon platform performs full 6-sided optical inspection of every HBM device using proprietary AI-trained software, defect recognition trained specifically on each customer’s device architecture. You can’t buy a competitor’s system and retrain it in a quarter. The switching cost is measured in years. The numbers: → $488M cash. No dilution risk. → Orders up 163% year-over-year Q1 2026 → $750M pipeline. 5 customers in active qualification. → HBM revenue guidance raised from $15M to $80–100M in a single year The market is pricing this as a test equipment cycle recovery. The correct frame: the only qualified inspection bottleneck in the HBM supply chain. Test equipment multiple: 3–4x EV/Revenue. AI infrastructure bottleneck multiple: 7–10x. CONSTRAINT 2: Silicon photonics fabrication Copper wires are hitting their physical limit inside AI data centers. Moving data between GPUs at the speeds AI training requires generates heat, signal loss, and power draw that copper interconnects can no longer handle efficiently. The industry’s answer is silicon photonics, lasers built directly onto chips, transmitting data as light instead of electrons. Co-packaged optics (CPO) embeds those lasers directly into AI switches. Forecast penetration: from near-zero today to 35% of all optical networking by 2030. Every one of those lasers is grown using a process called molecular beam epitaxy; MBE. A process that deposits semiconductor materials one atomic layer at a time, under ultra-high vacuum, with tolerances measured in atoms. The problem: the entire industry’s MBE infrastructure was built for 150mm and 200mm wafers. Silicon photonics runs on 300mm production lines, the same wafer size used in leading-edge logic fabs. There was no MBE system compatible with 300mm production lines. Until $ALRIB built one. Meet ROSIE; Riber Oxide on Silicon Epitaxy is the first MBE platform engineered specifically for 300mm silicon photonics production lines. No other equipment company makes this. The first two systems were ordered in 2025. ROSIE 2 the dual-chamber production version, goes into manufacturing in 2026. This is Year 0 of the ramp. Analyst consensus price target: €6. Current price: €15+. The gap exists because analysts are modeling Riber as a €40M scientific instruments company. Not one single sell-side model contains ROSIE as a separate revenue line. Silicon photonics is a $17B market by 2035. Riber’s current revenue: €40M. Market cap: €320M (~$340M USD). If ROSIE becomes the production standard for 300mm silicon photonics the way MOCVD became the standard for LED manufacturing, the revenue trajectory and the multiple both re-rate from here. Two constraints. Two chokepoints. One sits between every HBM die and every AI GPU that ships. The other is the only equipment that can grow the lasers replacing copper in AI infrastructure. Both are being priced on the wrong metrics. The market finds them eventually. This is not financial advice. Do your own due diligence. For full disclosure I haven’t taken a position myself, yet. They are both on my watchlist. I'm considering adding one of them to mmy short-term portfolio. $ALRIB looks like the most asymmetrical setup. A potential ten-bagger. $COHU the more safe-play. 3-5X. A potential $OUST look a like setup. @ParadisLabs any thoughts? I can’t call out @aleabitoreddit since I’m blocked, apparently. I'm also curious on other great investors perspective here: @moninvestor @Kaizen_Investor and @daniel_koss -BP
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TW
TW@tw_crypto_·
Serenity vs Kevin Xu Kevin Xu: - $200 Subscription ❌ - $BOT was a loss ❌ - $QS was a loss ❌ - $HIMS was a loss ❌ - Gave up on $IREN❌ Serenity: - $1 Subscription✅ - $AXTI called at $15 (+1,000%)✅ - $SIVE called at 5 sek (+1,600%)✅ - $SOI called at $44 (+400%) ✅ - $TSM called at $110 (+150%)✅ - $NBIS called at $85 (+150%)✅ - $IQE called at 15 (+300%)✅ - The list goes on ... This shouldn't even be a discussion. And for those complaining about Serenity not posting numbers. Who cares. Percentages and wins mean more than seeing a PNL.
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Serenity
Serenity@aleabitoreddit·
@realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029... Don't need to keep entering new/different US positions, just let the ones you have compound over time.
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Serenity
Serenity@aleabitoreddit·
People keep asking: Hey why do have new longs with Taiwan/EU stocks recently like $LPK or Foci? And not much with new US ones? It's partly because the list of US stocks I've liked from $INTC to $NBIS hasn't changed. You can always just let the ones you like grow.
Serenity tweet mediaSerenity tweet media
Serenity@aleabitoreddit

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@Ren_aramb My view is HBM4 is 2-4 years span, NAND is 12-18 months, but NAND has better potential upsize, right?
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Ren
Ren@Ren_aramb·
@InspiredHustle8 Different profiles. NAND vs HBM4. I’m betting on both.
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Ren
Ren@Ren_aramb·
Days like today remind me why building positions over time matters, especially in strong compounders. Every major industry report says the AI buildout is just getting started. That makes today macro noise, not a thesis break. Goldman Sachs estimates token consumption hits 24X current global capacity by 2030. We are literally at the inflection point right now. I’m buying the dip and averaging up on $SNDK and $LITE – both with strong revenue growth, strong margins. The kind of names you want to own more of on red days, not panic sell just because Leopold’s outdated 13F did. Know your thesis, build your own conviction. NFA.
Ren tweet mediaRen tweet media
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Ren
Ren@Ren_aramb·
$AAOI just announced a new $600M ATM program today. AAOI’s market cap is sitting around $17B. Shares outstanding are ~80M. $600M divided by $17B = 3.5% dilution at most. And that’s only if they sell every single share at once, which they won’t. This is a company with a $1.1B revenue guide, 800G products entering volume production, a new Texas facility scaling through end of 2026, and a tight supply chain that can’t build fast enough to meet demand. They need capital to execute. They ran a $250M ATM in Feb 2026, expanded to $500M in March. Now $600M. My guess is that this won’t be the last, but with such demand. Expect the immediate drop in price to get absorbed.
Ren tweet mediaRen tweet media
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Paradis Labs
Paradis Labs@ParadisLabs·
@JoeHarris1101 I'm up fairly significantly, built my position in 2025. But I did mention that I expect them to get to low/mid 30s - that's when I'll start looking to buy more if it gets there. x.com/i/status/20494…
Paradis Labs@ParadisLabs

Expecting $IQE to dip more from here due to the $MTSI & Retail fundraise: -> to low/mid 30p range on/around May 15th The market is currently still trading on the pre-Admission share count. I.e. new shares aren't in circulation yet. Once Admission is confirmed (the day the new Fundraising Shares are actually issued and start trading), it'll push the price lower toward the theoretical ex-price (low/mid 30s, or maybe below in the very short term). Maths: ~£81M raise at 19.8p = ~400m new shares = 58% discount to 47.6p close transfers value from existing holders So theoretical ex-price = low/mid 30s Imo, wait until then before initiating a position / DCA'ing more. Ultimately, $MTSI investing de-risks $IQE - which remains the dominant long-term positive outcome.

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Paradis Labs
Paradis Labs@ParadisLabs·
Quiet day for me: Used today's dips to start positions in $GLW + $HIMX And to avg. up on $AEHR, $AAOI and $NBIS. Sold ~30% of my remaining $PLTR position and trimmed $TSEM to fund the new buys. And because I'll get asked: Nothing's wrong with Tower. Just feel like a ton of growth has been priced in. Gut feel mainly lol so pls don't take my word as gospel. The stock will keep compounding up imo.
Paradis Labs@ParadisLabs

I'm curious... What's a stock you don't own, but really want to? For me: $GLW + $HIMX

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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@bennybigbull @BottleneckFindr @AtlasShrug1 @aleabitoreddit I do not see a big crash, short-term crash .... 100%. Market needs a correction, but i don't think it is another March 30th correction though. 1 short-term crash i see is when Kevin Warsh announces there will be rate hike this year and 30 years bond rate keep going up.
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Benny The Bull
Benny The Bull@bennybigbull·
It worries me when I see people post their portfolios, and it’s all just OTC stocks and sub $1B companies that @aleabitoreddit has made popular. While many of them may be good companies, 99.9% of people got in way later than Serenity, probably haven’t done the research nor do they have the conviction that he does to hold through the volatility. We are in a thematic driven market right now, hence why these stocks have gone up so much. But when that changes, I imagine large drawdowns will wreck a lot of people on X…
Sancet@Million_Sancet

This is my current portfolio As I said, I wouldn't sell any positions And I’ve kept my word, the money for the new position in $PENG does not come from my existing investments At the moment, I don’t see better opportunities in the market than what is already in my portfolio At least not at these prices I have on my radar things like $KOPN $DGXX $SOI etc

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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@bennybigbull @BottleneckFindr @AtlasShrug1 @aleabitoreddit I agree with your point, but if the AI infrac buildout fail & CAPEX is stopped. Not only all the names with real profit will drop like crazy, megacap names will drop too. I think we are at the “cannot turn back” phase. His view of 2027 is not wrong, unless you are talking 2030+?
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Nate Endicott
Nate Endicott@EndicottInvests·
Hi everyone! I say every ticker is going to go up I then proceed to delete the ones where I was wrong and then quote tweet the ones I get right either months or years later Who am I? There are about 50 accounts on here, pick one.
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Raging Fire 🔥
Raging Fire 🔥@InspiredHustle8·
@StockSavvyShay I think it is all about sector sentiment, everyone is pouring on AI and memory. Fintech will be lagging for awhile. $SOFI and $HOOD are being ignored.
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Shay Boloor
Shay Boloor@StockSavvyShay·
WHY $SOFI IS A TOP 3 POSITION FOR ME The market is overpricing the credit fear and underpricing the platform optionality when it comes to SoFi which is why I think it's one of the weirdest setups in the market right now. The business is still executing very well but the stock is stuck in one of the worst sentiment buckets since the market clearly doesn't want exposure to credit-sensitive stocks in a higher-for-longer rate environment and SoFi still gets treated like a bank-like lender even though the business is becoming much broader than that. The Loan Platform Business (LPB) is more important than people realize since SoFi originated $3B of personal loans on behalf of third parties through LPB in the quarter and added another $3.6B of capital commitments from three new partners. That matters because it gives SoFi flexibility so they can choose which loans to keep on the balance sheet and which loans to push through partners for fee revenue without taking the same balance sheet risk (very different model than being a traditional lender that is stuck holding everything). This is also why the private credit fear looked less scary if you listened to the actual earnings call. One of the biggest bear arguments was that funding partners would pull back if credit conditions weakened but Noto said they're not seeing issues in performance or partner demand and LPB demand was actually above what they chose to fulfill. The member flywheel is still the main reason this is a top 3 position for me because this is a real moat the market is overlooking. SoFi added over 1M members in the quarter, ~45% of new products came from existing members and 50% of SoFi Plus sign-ups took another product. The more members they add, the more products they cross-sell, the more deposits they gather, the more revenue they generate per member and the more efficient the platform becomes (how SoFi becomes more valuable over time). SoFi Plus becoming a paid subscription is also great to see because recurring fee revenue on top of a growing user base can improve unit economics over time. The biggest thing I want to see next is the Tech Platform turning around which is obviously the weakest link. Technology Platform revenue fell 27% YoY to $75M, contribution profit fell 61% and total accounts declined because of the large client that transitioned off the platform. Management is rebranding it as SoFi Tech Solutions and breaking it into processing, banking core ledgers, payment hub, and risk and fraud. If that platform starts growing again then great but I view this more as a free call option on owning SoFi. I truly believe SoFi is a good business trapped in a bad sentiment bucket. The market is focused on rates, credit risk and the weak Technology Platform while I'm focused on members, deposits, cross-buy, loan platform flexibility, operating leverage and the long-term path toward becoming a top financial institution. It can absolutely trade lower if the market sells off or if credit fears come back but I think the business is much stronger than the stock action suggests and I have no problem keeping this a top 3 position for me.
Shay Boloor tweet mediaShay Boloor tweet media
Shay Boloor@StockSavvyShay

MY TOP 5 GROWTH PORTFOLIO POSITIONS 1. $RKLB | Rocket Lab Vertically integrated logistics layer of space economy across launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $2.2B backlog (+108% YoY & 20% sequentially) plus more launches booked in Q1 than all of 2025 2. $AEHR | Aehr Test Systems Only company offering both wafer-level & package-level burn-in for the AI semiconductor stack with exposure across AI processors, silicon photonics, HBM & silicon carbide power semis backed by a record $51M backlog & 3.5x+ book-to-bill ratio 3. $SOFI | SoFi All-in-one digital finance platform for the next generation across lending, digital banking, investing & tech platform infrastructure backed by 14.7M members (+35% YoY), record ~$12B in Q1 loan originations (+68% YoY) & ~45% of new products are coming from existing members (flywheel is real) 4. $IONQ | IonQ Full-stack quantum platform across quantum computing, networking, sensing & secure communications backed by $470M in RPOs (+554% YoY), first 256-qubit quantum system sale & SkyWater acquisition giving it U.S.-based quantum chip manufacturing 5. $ASTS | AST SpaceMobile Wireless infrastructure layer for the 4 billion people without reliable cellular coverage across D2D satellite broadband, MNO partnerships & sovereign defense applications backed by $1.2B+ in contracted revenue commitments, U.S. FCC commercial authorization & 32 next-gen BlueBird satellites in advanced assembly

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YodaStocks
YodaStocks@YodaStockInvest·
Should I share my portfolio with my girlfriend or not? My situation: I’m 22 years old with a portfolio worth 200k
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Keşfet

@Yeah_Dave @money_cruncher @Chaamacoo @TheWiseAdapter @rhmaximalist @Sandeman52 @EndicottInvests @yianisz