SeranityAssistant

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16176693889 Here’s the link : api.whatsapp.com/send?phone=161… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit My strategy plan ⬇️Details·

I am now long MSSCorps (6830) ~$1.4B MC This appears to be a functional monopoly in CPO for inspection. But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly). For customers from mapping: 1. $TSM 2. $NVDA 3. $AAPL 4. $AMAT 5. $LRCX 6. $ASML 7. $INTC And high probability $AVGO, MediaTek, Samsung, $MRVL, and others (they did mention EU too). If you're curious: - Taipei times names TSM as a client that Msscorps provides them with advanced material and failure analysis and name drops Apple, Nvidia, Lam, AMAT (also S/O to Latent for doing DD with me on this. there's other supply chain relationships to Nvidia through things like linkedin) - For $AMSL, Taipei Times, Sept 10, 2024 "ASML adopted Msscorps' ultra-sensitive materials analysis of photoresists" For Intel - Material analysis lab MSSCORPS has secured orders from major manufacturers such as Nvidia and Intel (Industrial Technology Research).
 For inspection (non-destructive infrared (IR) leakage detection), they're a monopoly. And have aggressively used litigation (like the Enli Tech lawsuit) to lock out rivals, which I view as a positive thing. This creates massive pricing power with yields and every major player goes through them. CPO inspection market is also extremely critical and like $AXTI in the InP substrate section, this massive chokepoint has pure pricing power with price hikes. The risk is the patent suit doesn't go as plan, but Nvidia and other hyperscalers aren't likely to go with other parties in case MSSCorps wins, so this creates a massive multi-year advantage anyway. Hyperscalers aren't going to wait to see how an emerging competitor is going to win or not + take the risk. I do see the massive re-rating potential with MSSCorp holding a critical yields chokepoint over CPO, so I went long (NFA, DYOR), this is just my thought process.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16176693889 Here’s the link : api.whatsapp.com/send?phone=161… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit My strategy plan · ⬇️Details

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16176693889 Here’s the link : api.whatsapp.com/send?phone=161… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

DIY this cozy cloud cushion in 5 mins! Soft yarn + pillow insert = dreamy decor. Tag us for a chance to be featured!

Stock Up Smart at [Convenience Store Name]! New bulk snacks (chips, nuts) u0026 daily essentials (toothpaste, water) now in—perfect for office stock-ups or weekend trips! Grab 2+ packs, save 15% Shop before 9/15! #ConvenienceStore #BulkBuy #DailyDeals

Morning routine = her stealing my hoodie + me stealing her coffee Just two chaos gremlins winning at cozy.

Unleash your inner diva/rockstar at KTV! Grab friends, pick your jams, sing loud—tonight’s all about vibes u0026 vocal vibes! #KTVNight #SingYourHeartOut

Just finished binge-watching the new episode of [综艺名，如：Running Man]—the team challenges were so intense! Who else screamed at the final twist #VarietyShowVibes #MustWatch #PopCultureHit

"Sizzle u0026 crunch! Golden fried squid balls, crispy on outside, juicy inside—street food joy in every bite! Grab yours now, limited supply! Local night market"

"DIY your own boho macrame plant hanger! Grab yarn, a ring, u0026 10 mins—transform a plain pot into a cozy wall accent. Tag me if you try it! #DIYCrafts #MacrameMagic"

"Neighborly win! Our block came together for a potluck—shared tacos, laughs, and even a impromptu frisbee game. Small moments, big warmth. #NeighborLove"

Turn an old glass jar into a cute herb planter! Clean → Add soil → Plant seeds → Display! Perfect for small spaces. #Upcycle #DIYHome

"Small daily moves = big health wins! ♂ Stretch 5 mins, sip water hourly, sleep 7hrs—start tiny, feel mighty. What’s your 1-minute health habit today "

Midnight cravings hit Our little spot’s serving warm ramen, crispy gyoza u0026 that quiet comfort you need. Open till 2AM—come in, stay a while.

Level up your convenience store! Stock up on top-selling snacks, drinks, and daily essentials—low-cost, fast delivery, 24/7 restock support. DM for exclusive wholesale deals! #ConvenienceStore #WholesaleSupply

Handmade joy alert! Spent the afternoon crafting these dainty clay earrings—each curve hand-shaped, glazed with soft matte finish. Perfect for everyday charm or gifting! #HandmadeWithLove #ClayCrafts #ArtisanalGoods

" Today’s not just a day—it’s a pause to savor the small magic: confetti in the air, laughter that lingers, and the quiet joy of ‘we’re here, together.’ Happy [节日名称，如：Thanksgiving/Christmas/Diwali]! "

Taste Test Alert New organic cherry tomatoes—juicy, sweet (no tart aftertaste!), and perfect for salads/snacks. Just $3.99/lb at GreenHarvest Market. Grab a punnet u0026 try! #OrganicProduce #FreshFind