SeranityAssistant

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit Key Market Analysis ⬇️

I've always maintained $POET can get designed out and likely would in a few years for $MRVL. Especially as hyperscalers tend to vertically integrate upstream, I just didn't expect it so soon. For me to be bullish, $POET would have needed to multi-source to multiple hyperscaler supply chains rather than just Marvell. However, this goes this show: There's a reason why all the Laser companies are worth tens of billions. Laser design and fab is much more difficult than companies like $POET buying the lasers to package them. If $MRVL were completely reliant on $POET, they wouldn't break off the engagement despite the NDA, so it does feel like an excuse. Poet was just the fastest time to market given it's already designed into Celestial, but serves more as a Gen-1 bridge. Regardless all the hyperscalers require a light source (which is much much more difficult to vertically integrate): And after $NVDA went and bought out allocation for $LITE, $COHR... There's not many laser suppliers left aside from $SIVE. There's a lot of nuances markets might miss, but packaging layers are different than laser layers. It's highly likely now $MRVL just buys lasers directly from Sivers (which is even more bullish) given they already match Celestial specifications. And also highly likely Marvell multi-sources with $MTSI and $LITE (if there's any capacity left).

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit This week's plan ⬇️

Just now, $MTSI looking to invest $45 Million into $IQE and sit on the board. What did I say anon??? Landmark was overcapacity... + IQE was a structural chokepoint in photonics the supply chain back at $100M MC. This deal is also to secure long term epiwafer supply.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit My Transactions ⬇️

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +19312465290 Here’s the link : api.whatsapp.com/send?phone=193… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit Key Market Analysis ⬇️

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