Kathy

@kevinxu x.com/tw_crypto_/sta…

i worry for $SIVE investors this week. i hope they know how to take profit.

@HyperTechInvest x.com/wolf_financial…

I’m up 100% YTD, and somehow I feel more FOMO and frustration than at any point in the past few years I can’t be the only one feeling this Every time I take my time to research an interesting stock, it shoots up 50% in a week It’s a relentless market

DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." @DivesTech

A 12-year-old girl walked into a deli in Staten Island, New York, clutching her report card. She was nervous. Not about the grade — she'd worked hard for that — but about whether anyone would notice. Wail Alselwi noticed. He looked at her score. Smiled. Then slid $100 across the counter. "This is for you," he told her. "You earned it." That exchange — grades in, reward out — has become a ritual at Wail's deli. Every grading period, kids from the neighborhood file through the door with their report cards in hand instead of a grocery list. Students scoring above 90% walk out with $100, a T-shirt, and their pick of items from the store. Those in the 80–90% range leave with free snacks. And those who simply show improvement — who tried harder this semester than last — they don't leave empty-handed either. No lecture. No conditions. Just a man behind a counter who believes that a good grade deserves the same celebration as a touchdown. "I just want them to know someone sees what they're doing," Wail said. "School is hard. Life is hard. They deserve to feel that." Word spread the way only real things do — not through ads or press releases, but through kids telling other kids, and parents showing up with tears in their eyes just to shake his hand. Online donations poured in. Strangers who had never set foot in Staten Island sent money to keep the program alive. To date, over $54,000 has been raised. Every single dollar goes back to the kids. Wail isn't trying to be famous. He's not running a charity campaign or building a brand. He runs a deli. He just decided, one day, that a report card was worth more than a transaction. In a world full of noise, a quiet man in Staten Island is changing one grade at a time — and reminding us that sometimes, the most extraordinary people are the ones standing right behind the counter. 💚

@HyperTechInvest If you want research , look at quantum computing which is a year or 2 out. By next year you will have your stocks to purchase .

@otokyo Trash bucket

Whats missing from this breakfast? 🍳

@aleabitoreddit Your wish is the command! You are the best boss! LEGENDARY full stop

Wow, I've reached 30,000 paid subscribers. Thank you everyone! Catching up to Elon Musk. Only 17,000 more to go... Then I reach my goal of becoming #1 on the entire X platform!

@GayBearRes @ControGorilla North is too cold!🥶

@ControGorilla It has nothing to do money. This is where they want to be. They also have a fully paid off house up north. I don’t think it’s reasonable. It’s just the situation I’m dealing with now.

My Boomer parents retired to Florida about 10 years ago. Sure enough my parents’ health is declining. Instead of moving back to the house they never sold, their solution is that I uproot my wife and kids and move to Florida. Why are they like this? 1/2

@paul_k_0907 @aleabitoreddit Look through the posts idiot ! It’s millions

@aleabitoreddit Dollar amounts absolutely matter! Achieving high gains on $100 vs $1,000,000 are two completely different scenarios

I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe. Do you remember these thesis anon? 1. $AXTI 2. $SIVE 3. $AAOI 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB 16. $SNDK 17. $SIMO 18. $VPG 19. $TSEM 20. $ARM 21. $MRVL 22. $INTC 23. $LPK 24. $NBIS 25. $MU They're all up 100-1000%+, because... 1. I post a thesis. 2. People can see how the stock performs months later. 3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns. I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets. Then use that to get more by selling expensive subscriptions rather than through market returns. So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages. TLDR: Market returns in terms of percentages matter the most to validate a thesis. Not the dollar amount made.

@blackmango0007 @aleabitoreddit Bull💩look through previous posts! Its millions moron and not bragging type . If you looking for a bragger, follow one of the meme posters!

@aleabitoreddit if you are wondering why he *really* doesn’t post dollar amounts its because they are extremely small and you wouldnt pay atyention to him if u saw. U cant run account of real size thousands of percent, but its quite easy to run accounts up using money you dont care about.

@Ingeltun @aleabitoreddit If you viewed the previous posts , long on most! At least until 2028

@aleabitoreddit What is your sell signal or do you do a bit of gardening every week?

@aleabitoreddit You have taught numerous people and we are all very grateful for your knowledge and time.

@aleabitoreddit Yoo-hoo! 😚

Wow, NASDAQ just added $SIVE to its Stockholm index. This is est. to be around ~$15-20M worth of passive inflow, with strict ETF-only being around ~$.5M. We’re able to see a lot of institutional inflow into Sivers, as this is on top of the MSCI index inclusion EOM.

@aadilbassa_ All of serenity’s picks! Good follow mate!

A few people asked me what my hypothetical AI infrastructure portfolio would look like over the next 6 to 12 months Honestly, probably something like this: $SIVE $SIVEF 14% - The cleanest AI photonics choke point I’ve found. Every major CPO architecture needs CW lasers, and Sivers is the sole Ayar supplier right now. Jabil basically said demand is uncapped. CHIPS Act exposure and a NASDAQ listing are nice bonuses on top If they can execute this could be a wild ride $AXTI 9% - InP substrates are one of those nobody talks about it but everybody needs it parts of the stack. Backlog already above $100M and they’re doubling capacity twice before 2028. Hyperscalers are clearly trying to lock supply early $AAOI 9% - One of the few real American made 1.6T transceiver stories. They control their own InP lasers internally, 800G is ramping hard, and 1.6T qualification starts in Q3. The datacenter revenue target for 2027 is massive if they execute $SOI 8% - Upstream pick and shovel for silicon photonics. Every silicon photonics chip starts with these wafers. Direct leverage to Tower’s contracted photonics ramp $LPK $LPKF 6% - Probably one of the more overlooked names here. They dominate the laser processing side for glass substrates and already have most of the important customer qualifications. Production orders should start hitting later in 2026 $COHR 4% - Fully vertically integrated from substrate to optical device. NVIDIA taking a $2B stake changed the perception completely. 6inch InP progress is ahead of schedule and CPO revenue should start showing up in H2 2026 $TSEM 4% - Open foundry exposure to basically every CPO architecture. $1.3B of contracted photonics revenue for 2027 and most capacity already reserved through 2028 tells you demand is very real $GLW 4% - The actual fiber layer underneath AI infrastructure. NVIDIA warrant deal, hyperscaler LTAs, and a $10B photonics roadmap by 2030. Not flashy, but critical Fittech (TPE: 6706) 4% - Smaller Taiwan ecosystem play tied directly into the photonics buildout. Exposure to FOCI and Browave ramps without needing to own the obvious names. $PENG 4% - One of the more interesting enterprise AI infrastructure names. Exposure to sovereign AI, neoclouds, and enterprise AI factories. Their MemoryAI CXL positioning looks unique right now and NVIDIA has openly recommended them KRX:000660 SK Hynix 3% - Best HBM company in the world in my opinion. Margins are insane, DRAM pricing is exploding, and they’re basically sitting at the center of the memory bottleneck KRX:402340 SK Square 2% - Simpler thesis here: discounted exposure to SK Hynix through the holding company structure FOCI (TWO:3363) 3% - Sole FAU supplier for TSMC COUPE Gen 1 and Gen 2. Mass production starts H2 2026 and even Jabil hinted demand could exceed supply. NCI (TWO:4092) 3% - Hidden materials choke point. Near monopoly on 7N red phosphorus which feeds directly into InP production. Tiny valuation compared to the scale of demand coming Nextronics 8147 3% - Goldman confirmed their CPO connectors are already inside NVIDIA’s supply chain. Still very underfollowed for how important the positioning is. Win Semi 3105 3% - Key manufacturing partner for scaling Sivers’ CW laser production. Mid 2026 qualification could remove a major bottleneck Shunsin 6451 3% - Foxconn’s CPO packaging arm. Already shipping AI racks directly to NVIDIA and there are rumours Broadcom orders are coming too $AIXA 2% - Pure-play equipment leverage to InP laser demand. If optical scaling keeps accelerating, they sell the picks and shovels needed to expand production HB Tech 078150 2% - Optical inspection exposure to the glass substrate story. Supplier into SKC Absolics and benefits if AMD qualification gets finalised SKC 011790 2% - Glass core substrate exposure. AMD qualification is reportedly in final testing and Phase 2 investment plans are getting serious. MSSCORPS 6830 2% - One of the weirdest but most interesting names here. They handle optical loss detection for silicon photonics and effectively sit inside the CPO yield process. $ALRIB 1% - MBE equipment angle for quantum dot lasers and silicon photonics. Small position but big upside if the ROSIE Tier 1 order lands. $IQE 1% - InP epi wafer supplier with strategic review and possible M&A optionality. Feels like the market still isn’t paying attention $NBIS 1% - Pure neocloud exposure. Inference demand sounds completely parabolic right now and pricing power has shown up almost overnight. $LITE 1% - Obvious beneficiary of NVIDIA’s multi-year optical agreements. Could quietly become one of the biggest winners if CW laser demand keeps surprising higher $NOK 1% - AI RAN and optical transport exposure. The NVIDIA partnership is real and telecom AI infrastructure feels underappreciated $AEHR 1% - Owns a very niche but important layer: wafer-level burn-in for PICs. Exposure to both photonics and power semis $VIAV 1% - Optical testing and validation. Every serious 1.6T deployment eventually runs through VIAVI gear somewhere in the process I know it looks crowded with a lot of positions, but I’m trying to be realistic about how I’d actually invest It’s easy to say just go all in on one name but for most people that’s way too binary and mentally exhausting So instead I’d spread exposure across the parts of the stack I think matter most ie photonics, optical networking, substrates, packaging, memory, testing, foundries, AI factories etc Basically the companies helping build the physical backbone AI actually runs on Not financial advice obviously. Just how I’m personally thinking about the space right now What would you add ? I am digging into $POWI and $HLIT this weekend

@Gubloinvestor And u sold!

Congratulations $SIVE $SIVEF for new all time high..

@aleabitoreddit Those who know ! You’re the boss .

Why are there so many influencers just rewriting my old posts with AI? Prompt: "Copy Serenity's old posts... output it re-written" Or even the same thing... just in a different language. IDM too much if you're doing this, but at least have your AI add original takes.

@FirstDoctor Heart issue

When the legs start looking like this, which major organs are likely struggling? What one thing will you say to them?

@DanilSer33 Cup handle

how do you guys call this setup? $SIVE

@cardon_brian @cwebbonline Project 2030! Democrats put up enough guardrails so this never happens again! The grifting, the profiting, no rules . Enough! If dems do an impeachment again I am over it

Marc Elias is forecasting exactly what is likely to go down in the midterms and he isn’t sugarcoating it. We have to get every one we know in the game y’all. Complacency has no place in a Democracy, LFG!!