Luis Neta

441 posts

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Luis Neta

Luis Neta

@LimnicTv

V a revolução que não viste chegar

Katılım Ocak 2022
310 Takip Edilen32 Takipçiler
Luis Neta
Luis Neta@LimnicTv·
@chillnega @footyhan Of course a nigeria guy cant understand simple things, not even the uniform is the same
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Luis Neta
Luis Neta@LimnicTv·
@aleabitoreddit If you had to pick 3 stocks but to buy and forget for the next 10 years each ones would it be?
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Serenity
Serenity@aleabitoreddit·
I do see a lot of comments about "harvesting the leeks". And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds. I think my only Chinese listed pick was Innolight last year, and that's up triple digits to ATH? All my ideas come from a Western perspective (eg. institutional research from JP Morgan / Goldman Sachs I synthesize) and what US hyperscalers like $GOOGL or $MSFT require. And I do consider about geopolitical tensions + game theory all the time, such as with $AXTI. I think a foreigner's perspective brings a different kind of alpha here, and I'm excited to share how this plays out. Regardless, I'm excited to see how adventures in Chinese equities go! (also, I'm just 1 person posting thoughts throughout the day. there's a lot of conspiracy theories going around saying I'm some Chinese institution. and yes, English is my primary language, i typo sometimes since I post 20+ a day on mobile mostly).
jaycle@jaycle2

@aleabitoreddit 在中国,一直流传一句话,沃伦巴菲特来A股都会很惨,你可以尝试挑战下。

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Luis Neta
Luis Neta@LimnicTv·
@djvlad @MrBeast All comes down to money, if you invest in script writers, analysis, paid partnerships and so on you can reach, the cost may be greater than earnings but you get there
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ClickWar
ClickWar@ClickWar911·
@LimnicTv @cryptorover Zooko Wilcox is the creator 🫠😅 And that dude lady looks like a zombie from the movie the lost of us
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Crypto Rover
Crypto Rover@cryptorover·
CLAUDE OPUS 4.8 JUST BROKE A $9 BILLION PRIVACY COIN. 🚨 A security researcher used Anthropic's new model to find a 4-year-old soundness bug in Zcash's Orchard pool. The flaw could create unlimited, undetectable counterfeit $ZEC. Discovered May 29. Patched June 3. Could have been exploited for over 4 years. The team has no answer.
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ClickWar
ClickWar@ClickWar911·
@cryptorover Please tell me that's not the researcher please ..😂😂 good god I have some many questions
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Luis Neta
Luis Neta@LimnicTv·
@patife 100% AI , so no CEO? Or human managing?
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Serenity
Serenity@aleabitoreddit·
I think $SIVE should just become a full American company, and use NASDAQ listing as the first step. > US cap table / large ownership + US CHIPS act support already > larger valuation premiums + M&A opportunities. > local Swedish media blatant disinformation from underwater short sellers, isn’t helpful for AI photonics growth > lot of more funding opportunities + support from US institutions / funds / indexes By preserving EU efforts under a subsidiary and having a US parent company. This helps Sivers become a major US optical player, not just a Swedish semi trying to explain itself to local markets that doesn’t understand. I do think management sees a path forward for $SIVE to become the next dominant US photonics giant like $LITE.
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FanlessTech
FanlessTech@FanlessTech·
Seems completely reasonable to us
FanlessTech tweet mediaFanlessTech tweet media
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R
R@KeyifRauf·
@0hsk0 Türkiye’deki uzman doktorların çoğu diğer ülkelerin %90’nına taş çıkartır. Çoğu çok tecrübeli ve istikrarlı
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Pierroman 🦸🏻
Pierroman 🦸🏻@pierro_man·
Plein de gens démonte Serenity à cause de $xfab. Soit disant Pump and dump. Ce qui s'est jamais produit en réalité. Je me suis fait +35% sur $Sive et je suis sorti. Le gars a 424k d'abonnés forcément dès qu'il parle d'une action, tout le monde va acheter. Soyez juste rapide et pas trop gourmand si vous voulez jouer à ce jeu. Je connais plusieurs comptes qui ont changé des vies sur Reddit et qui ont été banni. Certains sont venu sur twitter comme Serenity ou sur Substack comme Steve. Si vous passez du temps sur Reddit, vous trouverez des pépites peu connu (pour le moment) qui partagent d'excellentes analyses. Je suis actuellement à 140% de rendement en 1 an et demi de bourse.
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Daniel Lockyer
Daniel Lockyer@DanielLockyer·
Hetzner server prices are going up again in June ☹️
Daniel Lockyer tweet media
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Luis Neta
Luis Neta@LimnicTv·
@asianinvestors @Dale_L_O Unless you have a bot, it was under 2 min and every Broker has halted, i opened IKBR at 9.9 and alreay couldnt
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The Asian Investor
The Asian Investor@asianinvestors·
Wow I saw this post right when it came in. I was busy and didn't give it much attention Now $XFAB trading 70% higher. I could've got in on $9 This pisses me off haha
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Serenity
Serenity@aleabitoreddit·
$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO exposure with $NVDA as evaluation stage for high volume manufacturing (optical transceivers/switches) > The only high-volume SiC foundry in the US. > One of the critical MEMS foundries > ~1.29 P/B, which was around what $SOI was sitting at when I went long. Depressed valuations due to legacy drag > ~6.5-8.5 fwd p/e 2028 personal est. > backstopped by Government: - EU CHIPS act, $128M Euros - US CHIPS act $50M PMT (department of commerce). With likely more coming (just signals critical importance to Western supply chains). So at a certain point with all the grants, they’re just getting the capex funded by the Governments. EU CHIPS act 2 is coming out this week, and I’m gonna go ahead and guess $XFAB might get included given they were before, and this package is specifically targeting photonics. ~$1.3B MC seems compelling to me if it can pull a Soitec reversal (low p/b, very high growth segments, auto legacy drag). As for the $NVDA silicon photonics relationships it’s under “photonixFAB”. Markets probably missed this silicon photonics relationship (like $TSEM when I went long) with Nvidia since XFab leads this… Just under a different name. For power semis, XFAB is named for SiC + $NVTS. In PCN-22181, $POWI explicitly names XFAB as its foundry.  Given its exposure to power semis and photonics as growth, low P/B, gov backstop (of course dyor, just sharing my personal thoughts) Thought it personally seemed compelling.
Serenity tweet mediaSerenity tweet mediaSerenity tweet mediaSerenity tweet media
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Luis Neta
Luis Neta@LimnicTv·
@Larissacrvg_ @alcindoqueiroz Nota se que não sabea do que falas, quando nao mencionas Alemanha em primeiro lugar. Portugal está a frente desses, so perde para Holanda e paises nordicos...
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chapini! ⭐️
chapini! ⭐️@chapini_·
como se diz 'no way' em português?? eu vejo tantas formas e não sei o que tá correto
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Ruben
Ruben@rubensa26078637·
@LimnicTv @B24PT Só é permitido levar 26 jogadores e foram convocados 27, portanto aqui acho que é por questões de treino.
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B24
B24@B24PT·
OS CONVOCADOS DE PORTUGAL PARA O MUNDIAL 🇵🇹
B24 tweet media
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