SC K

@pequityresearch @damnang2 Depends on how old you are now? No?

@damnang2 I think $5M is a good starting point for retirement.

I’ve been thinking more about retirement planning lately. How much do you think you need to retire comfortably? Please share your number in the comments. For me, I probably need to leave the Bay Area first😔

MssCorp (6830.TW) 2026/5/27 earnings presentation leak : -Self-developed MSS HG (Helmet Gecko) Silicon Photonics tester: • Three HG units have been assembled and are now operational, providing silicon photonics R&D analysis and engineering validation services to multiple clients. • The core optical loss detection technology has received patents in Taiwan, Japan, and the United States. • The system has successfully completed certification by major US AI chip manufacturers. • PD and QA production versions are scheduled for launch in 2026. • High-volume commercial ramp-up is expected in 2027. This development represents one of the company’s four key growth engines, advancing the transition from analysis services to a higher-margin business model encompassing equipment sales, IP licensing, and integrated measurement services in the expanding CPO/silicon photonics market. Full presentation deck: mopsov.twse.com.tw/nas/STR/683020… #6830 #SiliconPhotonics #CPO #AI #NVDA

@jukan05 Good reminder amidst the FOMO.

Damn, my feed is full of people pumping Korean stocks these days. Let me give one piece of advice to foreign investors: don’t touch KOSDAQ carelessly. KOSDAQ is an abyss that has swallowed the money of countless Korean retail investors. How exactly are foreign investors supposed to verify KOSDAQ names? Korean brokerage reports? Korean brokerages are already understaffed, and they simply do not cover KOSDAQ companies properly. If a stock gets covered five times a year, that is already a lot. Then should you just read the news? That is not easy either. The Korean market is notorious for front-running issues. Even recently, people from major media outlets have been arrested and investigated on allegations of front-running. So that “positive news article” you saw might have been written by someone who had already bought the stock beforehand and wanted to pump it on purpose. Be extremely careful before entering KOSDAQ. Once you lose your money, it is too late to complain.

Congrats @infleqtion my understanding is Phase I is the government saying “prove it.” Phase II means they saw enough to fund the next level=real dollars, real mission. When the U.S. Navy writes a second check for quantum-inspired RF signal processing, that’s not a grant, that’s a program. $INFQ alongside $IONQ quantum isn’t coming. It’s contracting. The way this sets up for me is we are in the 2016 AI moment for quantum. That’s when NVIDIA was still being called a gaming chip company while quietly selling the infrastructure that would power the entire AI revolution. Most investors missed many of the early legs of that trade.

BREAKING🚨 THE SAME HEDGE FUNDS SHORTING AVIS $CAR IS SHORTING GAMESTOP $GME Now, Avis and GameStop chart appear identical ⬇️ GameStop, once the most shorted stock in the world with over 100% of float shorted during COVID, is now gearing up for a potential transformation through strategic acquisitions/merger. The CEO Ryan Cohen has stated the company is focused on strengthening the balance sheet, improving operations, and pursuing opportunities that could create long-term shareholder value. Michael Burry is also bullish as he’s been accumulating shares over the past months. And even the CEO Ryan Cohen has been acquiring and holding shares within the past year, signaling continued confidence in the company. LIKE & REPOST IF YOU’RE BULLISH 👍

@paulswaney3 Appreciate that. Thank you!

Why would you pay 3Gs for that Here’s my pdf copy for free Just comment and repost and I’ll send you a copy

@Brad_Setser wrt the first broad risk, which economy stands out as being at risk of over-selling its fx reserves?

A pure repeat of the '97-98 crisis isn't on my list -- for reasons laid out in the EAF article. eastasiaforum.org/2022/11/28/str…

My article on the impact of the strong dollar on emerging Asia, in the @east_asia_forum eastasiaforum.org/2022/11/28/str…