Mac 🐺

looks likely that war will resume soon and markets will do a small retrace should be a good opportunity to pick up some stocks at discounts.

@ParadisLabs TA helps and is real but it's not magic. example look at PayPal chart, FA looks great but TA looks shit for a long time -> not a good buy combine TA + FA with years of experience and you will make more money than with pure FA alone. I can guarantee

Technical analysis is literally just a load of fairy dust sprinkled on top of delusion: - Technical indicators analyse historic price action. - But stock prices reflect forward information/fundamentals... A simple analogy is that: TA shows you yesterday's weather report. But what anyone should care about is whether it's sunny/raining tomorrow. The market's pricing in expected earnings six months from now, product launches, interest rate cuts etc. It's not reacting to some random squiggly lines you drew on your TradingView chart. Literally the only "technical indicator" I'll look at from time-to-time is trading volume to gauge sentiment.

@WhiteHouse I'm so tired of winning mr president

President Trump saying WINNING for 1 hour. 🔁 Can't stop, won't stop.

@aleabitoreddit crypto degenerates down a level every year, more mature, more regulated, it is what it is

$COIN only says this crap after they got their conditional banking charter approved. Pretty sad to see the entire industry get sold out under this administration. Enjoy your .05% checking account interest while traditional banks profit a 4% spread shafting every day US retail. Had hopes we’d actually see some positive change.

still not too late to buy these btw

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

everyone is asking me to chart $BTC so here it is. currently stuck between LTF MAs, $83,500 weekly VWAP gap that is a magnet for price. I more sideways chop but UP rather than down. If we close weekly under $73,500 then this is going way lower, so don't wanna see that.

@blknoiz06 will tell my kids this was will smith

all i did was cut my hair and wear some glasses yall act like i morphed into another person

@aleabitoreddit and still only $1B

If you’re curious why $SIVEF is up even more today. $SIVE, as a CHIPS act recipient: Now likely powers the Golden Dome. As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS. York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome. So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.

$SIVE +200% something in only 2.5 weeks all credit to @aleabitoreddit, made me more than I made in crypto past 5 months

$AAOI looks good for next leg up tbh

crypto still dead af meanwhile stocks so parabolic there are no levels left to draw technicals from

@ParadisLabs Nice list might chart up technicals on all of these in my upcoming thread

Basket of 20 European stocks I like right now (and probably still will be in 2030): 1. $NBIS - everyone knows? Premier European neocloud w/ exposure to non-US sovereign AI demand. Imo, a mini US hyperscaler. 2. $RR (Rolls-Royce) - more than just sexy cars…nuclear propulsion + space tech support SMRs for AI power & orbital systems. Huge UK/European govt contracts. New management team is phenomenal. 3. $SIVE - @X’s favourite company rn? InP lasers into the SiPho qualification cycle. Their lasers are pretty crucial to companies like $MRVL, & therefore to hyperscalers downstream. 4. $BESI - hybrid bonding qualified at $TSM, Samsung & $INTC for HBM4 and 3D logic. Hyperscaler orders + optical transceiver tailwinds = outsized European semi-equipment leverage. 5. $ASML - GOATed European company of the last decade? EUV lithography monopoly - required for every advanced AI logic chip manufactured worldwide…even though $TSM aren’t buying their new machines rn. 6. $ARM - their CPU IP licensing model powers the most efficient AI inference at the edge & in data centers. 7. $NOK - I’m loving the Nokia renaissance atm. Re-rating as a cloud infra leader w/ ~3x order growth from hyperscalers for AI networking. EU industrial & defense contracts compound through the decade. 8. $AIXA - their MOCVD equipment dominates compound-semis production for 800G & 1.6T optical transceivers + photonics. 9. $SPOT - share price is kinda in the gutter rn, but wow, what a company. No-one’s able to overcome Spotify, especially as they’ll probably win on the AI-Audio front. 10. $IQE - one of my favourites. Their epitaxial wafers are the key material for photonics & VCSEL lasers. InP/GaAs leadership makes them a critical enabler in the AI supercycle. $MTSI investment solidifies them for the future. 11. $SMHN (SUSS MicroTec) - their imprint lithography & bonders enable next-gen AI packaging + photonics. Sole-source temporary bonders for CoWoS-L; capacity-constrained through 2027 against $TSM advanced packaging build-out. 12. $RPI (Raspberry Pi) - cos it tastes great. But no, they do cheap single-board computers & semis power edge-AI + robotics prototyping. AI-agent demand is/will drive them. Recent secondary offering anchored by $ARM turns them into a “legit” company for the future. 13. $IFX (Infineon) - their power management semis & analog chips are in every AI server, EV and industrial robot. Their AI power segment forecasted to grow >25% annually through 2030. 14. $M7U (Nynomic) - LayTec subsidiary sits at a crucial chokepoint in InP/GaN MOCVD via $AIXA ramp. Basically a European chokepoint in yield optimization. 15. $ABBN (ABB) - ABB’s electrification, robotics, and motion portfolio directly benefits from AI-driven factory automation and humanoid deployment. Factory automation is already here…and maybe we’ll all have a humanoid bestie at some point in the future? 16. $SOI (Soitec) - their SOI & SmartSiC substrates are the enabling material for power-efficient AI chips and photonics. AI-driven demand for 300mm SOI capacity has already made it Europe’s top-performing large-cap stock of 2026 w/ multi-year ramps locked in. 17. $SU (Schneider Electric) - cleanest direct beneficiary of $2T+ global data center capex through 2030; switchgear/UPS backlog at record. Power management and liquid-cooling infrastructure are the rack-scale backbone for European AI data centers. Grid-modernization + hyperscaler co-location deals compound multi-decade visibility. 18. $LPK - yes, despite my “bear thesis” lol. Glass substrates are a huge bottleneck due to shortages. Their laser systems allow for structuring of PCBs and advanced packaging for AI servers and optical interconnects. 19. $STM - their analog, power and microcontroller leadership powers edge-AI inference in humanoids, autos, and industrial IoT; strengthening pricing and diversified end-markets position it as Europe’s most resilient AI-chip winner. 20. $SMT (Scottish Mortgage Investment Trust) - ok, this one’s cheating a little lol. They’re a FTSE100 listed Trust (kinda like an ETF) with holdings in companies like $TSM, SpaceX, $NVDA, and $META. A lot of these are AI/tech focussed = more fun. Lots of smaller MC names I've left off just due to the uncertainty. Europe has a ton of huge names that won't see any growth over the next decade. In sectors like banking, manufacturing, automotives, pharmaceuticals.....very boring investments.

@The_Airmass 👍🏽

It’s been more than 6 months since I last posted here. In that time I crossed oceans, countries, stayed deep in jungles, mountains, and entire continents. There were weeks where I barely looked at a screen. Days where markets, earnings, politics, and the endless noise of timelines felt like they belonged to another world entirely. I spent time in places where nobody cared or knew about stock tickers, market caps, or what the Fed was going to do next week. Places where people wake up with the sun, where storms roll in without warning, where the jungle at night is louder than any city on earth. When you completely detach from the machine for long enough, you come back seeing things differently. Simpler. More obvious. You stop overcomplicating. You stop looking for ten thousand variables and narratives. Sometimes the answer is just sitting there directly in front of you. So when I finally came back to the markets and started looking through everything again, one thing immediately stood out to me above all else. I swapped everything, including my position in Meta straight into Micron. ALL IN. Because from where I’m sitting, after months away from the noise, it feels almost absurdly obvious where this is going. Micron is the next Nvidia. As for Bitcoin nothing has changed. I never sell. Still holding every BTC I bought from $1K all the way up to $120K. I think $120K for one Bitcoin is a sweet deal and I am pleased with those buys.

@blknoiz06 AI bottlenecks, defense, psychedelics, energy what else

RT @/chumba If you have a small pool of capital and insist on making it in public markets IMO you should be trying to find things that nobody else is talking about. Weird pockets of the market. Or things that are deeply hated where you have a variant view with conviction. Niche securities that provide you with non recourse leverage. Over leveraged balance sheets where the equity value can change with small moves in enterprise value, and then figure out if the company survives, and buy non recourse leverage on that equity. Companies that have some ick associated with them where mass psychology has caused a mispricing. ---- the most money in markets is made in finding opportunities right before they become consensus longs, or in identifying the shift from non-consensus to consensus as it is happening and riding momentum

@aleabitoreddit Looks ultra clean to $22 ish

I guess markets agree with my take on $LPK? -> When you have glass core substrates as the next advanced packaging wave -> be a monopoly chokepoint -> add in CPO applications. It typically goes brrr.

sandisk already joined the $1,000 price per share club time for $MU to do the same

stocks + crypto update today shill me some tickers to include in the megathread