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Flextray

@Motorphy

I make music/threads/deep dives-alpha calling group (50+ people) - free https://t.co/aZclMDKxIx

Wisconsin Katılım Ağustos 2021
1.4K Takip Edilen530 Takipçiler
Flextray
Flextray@Motorphy·
@aleabitoreddit What do you think of $MRN? I did a bit of research. Under 1B mc. It's pretty much the company that supplies the machines create InP wafers and a partnerships/suppliers to WOLF, ASML, STM, INTC, GFS, CMI, AMAT, LRCX. It has what you could consider a "niche CPO bottleneck"
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Serenity
Serenity@aleabitoreddit·
People wonder why I'm focusing on non-US markets recently. Why? CPO is my #1 thematic long. Markets don't know yet, the sudden paradigm shift in photonics... I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on X.... With the actual receipts and thesis that others can't show. CPO goes from ~$0. To $91 Billion TAM opportunity. In the next 1 1/2 years from GS research. While overall optical market reaches $154B. Many players that had little exposure to the current photonics cycle at all: -> In Europe with high-end lasers design like $SIVE or $SOI with substrates. -> In Taiwan with Foci (3363), Nextronics (8147), Shunsin (6451) and others for optical components and foundries. -> In Japan with laser mass production, substrates, and chemicals. Are suddenly the new dominant players for CPO. As for US players, there's not much exposure. But the existing ones like $LITE, $COHR still get upside from CPO as that's their new growth vector. My contrarian thought process on current players: Is that most of their valuation is priced in huge legacy pluggable revenue that will inevitably face cannibalization over time, so re-rating potential is less unless someone uses leverage. A lot of these new purer play CPO names go from 0 to 100 extremely quickly one mass production starts H2 2026 for scale out (as a revenue bridge) into H2 2027 for scale up (massive growth driver). Markets usually price things in 8-12 months ahead of time too... I have high conviction thematically in my supply chain research despite any market volatility leading up until then.
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CK Capital
CK Capital@CKCapitalxx·
Where is that guy tho begged everyone to sell $AAOI yesterday then took his post down after it blew up. I got a question for him. What’s the next $SNDK
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KonspiracyKitty
KonspiracyKitty@_konspiracykat·
🟥🟦🟨🟩👀👀👀👀
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Moose
Moose@JoeyMoose·
Genuine question. What’s the quickest way to turn this into one million dollars.
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Flextray
Flextray@Motorphy·
@Ren_aramb I added yesterday for the first time. Sentiment is heating up supposedly from what I scroll through in twitterm
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Ren
Ren@Ren_aramb·
$LWLG is soaring +22% on no news? This seems kinda of fishy. Someone is having a party they just didn’t invite us. Either a lot of people are making a huge assumption or they know something… Just some hypotheticals… The market is connecting the dots between Marvell acquiring Polariton and LWLG’s Perkinamine polymer being inside Polariton’s plasmonic modulator – pulling LWLG indirectly into Marvell’s 3.2T roadmap Tower Semiconductor development agreement to integrate LWLG’s EO polymer modulator into Tower’s PH18 silicon photonics PDK, targeting 110GHz+ bandwidth modulators for 200G and 400G architectures. Plus GlobalFoundries integration already live. New IP advisor engaged – Lightwave Logic engaged Michael Best as IP advisor on April 29 – which signals they’re preparing to defend or monetize their patent portfolio more aggressively. The stock is at 52 week high, so treat it with caution.
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Ren@Ren_aramb

$LWLG just connecting the dots… The CEO of $LWLG just posted this on LinkedIn congratulating Polariton Technologies, Marvell, and Lightwave Logic in the same breath. Calling out the partnership continuing and plasmonics reaching market faster. Polariton’s plasmonic modulator needs an EO polymer injected into the slot to work. $LWLG’s Perkinamine is that polymer. The two companies have been jointly developing and showcasing packaged devices since 2024. Marvell just acquired Polariton for their 3.2T roadmap The CEO of $LWLG doesn’t congratulate acquisitions of random companies… right? He (most likely) congratulates acquisitions of companies his technology lives inside. Is $LWLG contractually locked in as Marvell’s polymer supplier post-acquisition? Not confirmed, but $LWLG valuation at $1.8B will surely re rate if this were true. NFA.

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Flextray
Flextray@Motorphy·
@snipeder Chuding a 10% pump is crazy ragebait
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Flextray
Flextray@Motorphy·
@MoodyWriter13 It's almost as if every firm does this to stocks, until the validation phase has been..validated?
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Moody
Moody@MoodyWriter13·
If Sivers is as important as presented here, why don’t these companies own stakes in Sivers? That’s unusual for firms like these. It certainly suggests that some skepticism is warranted in this regard. They would recently have had the opportunity to participate in a capital increase. I have a lot of respect for Serenity. But at this point, you have to keep in mind that he holds a large position in Sivers that he can’t easily exit overnight. He’s dependent on the Nasdaq listing happening and being successful, otherwise, he’ll likely be stuck holding those shares. Show me your incentives, and I’ll show you the outcome.
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Serenity
Serenity@aleabitoreddit·
Told ya. $AEHR is cooking. Once you reach a certain point with MC it’s mostly institutions driving price. If you find a name that a ton of hyperscalers use… it’s feels bound to get repriced?
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Serenity@aleabitoreddit

$AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers: Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN, $META). - Probably Google? Aehr bought Incal, who was speculated to be used by Google for their TPUs. Feb 26th: $14 million from AI lead customer (likely $AMD, $NVDA) - Probably $AMD here for Instinct MI300/MI400. March 3rd: Lead silicon photonics customer for one FOX-XP system (likely $INTC siph) - Very likely $INTC has been their lead customer. March 31st: Initial order from major new silicon photonics customer (likely $AVGO, $MRVL, $CSCO ) - New customer (rules out Intel), prob one of these transitioning to 800G/1.6T silicon photonics transceivers (All speculative, very confidential BOM) Regardless. This timeline is just bottling up for $AEHR. Could be next earnings. Or two quarters from now. But feels like a matter of time before we see mass orders.

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Flextray
Flextray@Motorphy·
@pepemoonboy $TRT if all plays well it could be like the cousin of $AEHR. $EZRA uses AI and cloud-based platforms to modernize the insurance industry below 5M MC. $FEIM most likely to benefit off SpaceX IPO halo effect. $SPCE space memestock, reverse oceangate. Looking into $SILC currently.
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Pepe Invests
Pepe Invests@pepemoonboy·
Markets are euphoric and everything seems to be going up. What are some gems you have your eyes on currently? I'm not talking about the stocks everyone is posting about. I want to hear about the stock retail HASN'T discovered yet. Shill me your best alpha! I'll compile all the stocks mentioned and will stack rank them for you all based on financials and fundamentals.
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Flextray
Flextray@Motorphy·
@Gubloinvestor Maybe some $TRT off AEHR hype and killer earnings, $FEIM off SpaceX IPO hype, $SPCE is like a meme in the space category, it's like inverse oceangate charging people 750k for space rides. $EZRA could be a cooker. $SLNH just broke its trend line but wouldn't hold my breath.
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
Which penny stock will 10X this year?
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Flextray
Flextray@Motorphy·
@HyperTechInvest From what I understand it may be space stocks due to SpaceX type
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Daniel Romero
Daniel Romero@HyperTechInvest·
If you think photonics is big, you aren’t prepared for what’s coming next Few understand
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Flextray
Flextray@Motorphy·
@aleabitoreddit Where can we see the current votes and how do we vote against it? Also, are they planning it to use to build?
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Serenity
Serenity@aleabitoreddit·
If you’re curious about $AXTI: It’s down 21% on the new potential dilution news. Board wanted to add 50M more shares (up to $2B worth to dilute) for shareholders vote in the 14th. 70m -> 120m shares. I say this about $IREN excessive $6B dilution and it’s the same with AXT price proposal that I hold. I would not “trust in management” to use it wisely and the fact it’s filed is a red flag. That being said: we’ll see what happens on the 14th. If it passes for 50m more share authorized dilution, I personally would not hold. But it fails, I expect a recovery.
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Flextray
Flextray@Motorphy·
@Cointelegraph Be prepared to get wicked out liquidated without any apparent reason. And then get a ramen noodle for compensation when they admit fault.
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Cointelegraph
Cointelegraph@Cointelegraph·
🚨NEW: Binance will launch oil and gas futures on April 1 with up to 100x leverage.
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Mao BaoBao
Mao BaoBao@MaoBaoBaomby·
I am glad people start to see this. I have been investing long enough to see countless pump and dump schemes coming from WSB , discord. Be careful who you follow. A anonymous financial guru that shills over 100+ tickers with many of them going down 30-40% while claiming having a 10X YTD return WITH no actual account info and bad track records. What do you expect
DS, U.E.@madcap_cap

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Flextray
Flextray@Motorphy·
@based16z I do enjoy his streams when I got nothing to do. But my quant is actually going to his stream and looking at the vote of the day; he polls a green day or red day vote. And whatever % is voted the lowest is usually what happens.
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Keşfet

@aleabitoreddit @bubbleboi @CKCapitalxx @_konspiracykat @MiaMi_Z17 @JoeyMoose @Ren_aramb @snipeder