Mut Law Conroy

@yso_official @TradexWhisperer 😀😀

@TradexWhisperer Bro do u live on mars ?

$MU $DRAM $TSM Holy Shit 2026: 12 HBM stacks per substrate 2029: 64 HBM stacks with SoW That is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started.

@aleabitoreddit Nothing feels as good as discount days-buy the dip.

Woah, rough day for Europe. Looks like everything from $SOI to $LPK and others are down 10-20% from overwhelmingly macro. Fun thing if war sentiment flips, as they often do with our president… lot of these names should go a lot higher.

@aleabitoreddit Being a journalist doesn't really make one become smart. Most of those journalists are lazy. They can't do research on a stock they are going to write about. They just write to fill a column piece in a paper.

Just 3 months ago, European media called my $RPI thesis: "A Meme Stock" where earnings isn't factored into decisions. 2 months ago, $SOI was labeled "overvalued, with nothing new with the thesis". This month it's $SIVE is "nothing special with Sivers or CPO, it's been around for years". Each are still hitting YTD highs with triple digit returns. Especially, Raspberry PI after it shattered projections by 52% to 55% fwd. rev growth from ~15% est. And I expect all 3 ($RPI, $SIVE, and $SOI) to keep delivering record growth as AI, SiPH, and CPO drive structural re-rating. Maybe after each negative hit piece... it's time for European media to look in a mirror? The ones focusing on actual fundamentals are the ones they're mocking.

@aleabitoreddit @LMutaaya Yeah also a lot of posts like “where is serenity now?!” When it touched 70 for a good 1 and a half second

@Gport156334 @aleabitoreddit For a good 1 and a half second 😀😀😀

It’s a good lesson to learn how to actually analyze earnings reports. Rather than looking at the chart right afterward. $AAOI up 25.18% since ER drop to $139… and +16.09% today.

@aleabitoreddit Only problem is IBRK is not easy to look at/navigate and kinda loads slower. That being said, if it's where I am going to find all the stocks I need I will at least Google how to use it and hopefully they can improve their app appearance going forward.

US retail investors should switch from $HOOD to $IBKR for international equities. I’m not sure why anyone still uses Robinhood for investing anymore. Unless you have $50 and no clue what you’re doing. They had their chance to innovate but focused on Melania Coin integrations

@aleabitoreddit Legend 👑 You deserve a noble price in a category created just for you.

Photonics go brrrr $AXTI +17.34% $AAOI +12.47% Hope you listened to my original thesis anon?

@aleabitoreddit Iren is that bad bro compares it to everything that doesn't work

Both Anthropic's Opus 4.6 and 4.7 are probably the dumbest LLMs I've interacted with recently? Did they get hit in the head by a rock. Or just retrained off $IREN investor conversations? Probably not going to use it again for awhile. Felt like God-Mode when 4.6 first came out and just the stupidest LLM I've interacted with recently.

@aleabitoreddit It didnt want to help me on a test because it was “academic dishonesty” the answer did not change when i said my life depended on me acing the test. It didn’t even accuse me of wanting to cheat, it just straight up didn’t want to answer, nor save my life🤷‍♂️

@ifkfidndlskdkdl @aleabitoreddit 🤣🤣🤣

@Path21Mil @aleabitoreddit Bruh 😅

@aleabitoreddit Retrained off $IREN investors’ is a stretch - keep the critique real

@aleabitoreddit 😂😂😂

@GeorgeMakro91 @aleabitoreddit 😀😀

@aleabitoreddit Who is Anon? And why doesnt he listen to you? Hahaha

I guess... Anon finally listened? 20,000 subscribers is unreal for some random on X.

@aleabitoreddit 😂😂😂😂

I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.

@aleabitoreddit MaxLinear has coke out of nowhere 😯

Photonics go brrr. $MXL +76.2% (lol) $AAOI +15.03% $SIVE +12.69% $AEHR +7.07% $SOI +6.19% $LITE +4.96% Hope you didn’t sell and try and chase other bottlenecks anon?

@aleabitoreddit Will Sive be able to handle all this demand?

All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC. Markets don't understand what's coming. From speculative mapping: > $SIVE -> $POET -> $MRVL -> 1. $AMZN (purchase agreement/warrants with photonic fabric from celestial) 2. $MSFT (maia) 3. $GOOGL (recent development talks with Marvell) $SIVE powers Poet Starlight/optical interposers, and Poet's CFO confirmed they're supplying to Marvell few days ago. > $SIVE -> $POET -> "NDAs other hyperscaler suppliers" 1. Western Hyperscalers > $SIVE -> $JBL (1.6T LRO)-> 1. $META (Jabil $INTC SiPH inheritance, maps to Meta LRO program) 2. $NVDA (NVIDIA possibly OEMs optical transceivers) -> $MSFT | AWS | hyperscalers $SIVE is the confirmed laser source for $JBL 1.6T optical transceivers. > $SIVE -> Ayar ($500m fundraiser last month for volume ramp) -> 1. Alchip (Joint CPO) 2. Intel 3. GUC/Wiwynn -> $AMZN (Alchip) -> $AMD (CPO from $GFS partnership) possible. $SIVE is known laser supplier to Ayar, and Ayar removed $MTSI / $LITE from their website recently. Only showing $GFS + $SIVE, likely showing Sivers was primary laser supplier. As $GFS x $AMD partnered up recently, that makes Siver a possible core laser supplier for $AMD's CPO program if they go with Ayar. > $SIVE -> Enablence -> O-Net (massive Asian OEM)-> Asian Hyperscalers 1. $AVGO ELS (possible) 2. $META and $GOOGL ELS 3. ByteDance (possible) -> ELS 4. Tencent (possible) -> ELS 5. Alibaba (possible) -> ELS $SIVE ELS partnership with O-Net/Enablence around OFC. Sivers lasers is mass produced by foundries like Win Semi... and they're validated in $GFS CPO supply chains too from their recent image presentations. It's not about what Sivers is forecasting today from qualification revenue that everyone models off of. Alpha comes from future revenue proportional to demand from every Western/Asian hyperscaler for CPO/1.6T in 2027, 2028, 2029, and onward. $SIVE looks like one of the most unknown photonic stocks on the market that's yet to come.