₿ 忍者龟 🥷🐢🈴
1.2K posts
@NinjaT8964
Derivatives Trader 金融衍生品交易员 📈 | Functional Strength Athlete功能性运动达人💪 | Bourbon & Whiskey Enthusiast 波本和威士忌爱好者 🥃 | Audiophile 音乐发烧友 🎶
#POET 被 Marvell 以違反保密協議（NDA）為由取消訂單、股價慘遭血洗的戲碼，現在冒出所謂的「全新 AI 合作夥伴」來救駕，股價還暴力拉升。 POET 宣布與 Lumilens Inc. 達成新的供應協議，獲得 5,000 萬美元的初始訂單（購買基於 EOI 的光學引擎），並號稱未來 5 年內有超過 5 億美元的潛在採購規模。 認股權證 (Warrants) 另外POET 授予 Lumilens 購買2,292 萬股普通股的認股權證，行使價為 8.25 美元，期限長達 9 年（其中 229 萬股可立即行使）。 #寶兒換男朋友了 #寶兒還把自己寶貴股份給了新男友 benzinga.com/news/26/05/525…
@garrytan 既然你带着70万粉丝来打击我，那我就必须认真查清楚，以证明我没有传谣。 YC早期确实接受过红杉资本的投资。 简单说清楚： Y Combinator（YC）早期基金主要来自美国红杉资本（Sequoia Capital）的投资（2009年和2010年均由美国红杉领投）。 中国红杉（Sequoia Capital China）由沈南鹏（Neil
船體面積超過美國驅逐艦20倍的伊朗巨型貨輪Touska號面對霍爾木茲海峽的美軍封鎖線時，要直接闖關進入。 美軍怎麼辦？這麼巨型的貨輪，硬闖誰也擋不住！ 怎麼辦呢？結果美軍在幾個公里之外，用5英寸的艦炮精準瞄準貨輪的輪機室，開了3砲，砲砲準準地打中輪機室，把動力控制給打爛了，失去動力的船只能乖乖停下來，等美軍登船。 這就是讓世界見證美軍海軍的精準和專業：既不傷一人，也不破壞船體，就讓巨型貨輪癱瘓。 然後美軍再修好輪機室，就可以把船和貨開進自己可以控制的港口了。
I’ve just created a free group on X. No paid access. No guru nonsense. No signals. No sales funnel. The goal is simple: A serious space for like-minded investors to discuss markets, share research, break down news, challenge ideas, and learn from each other in real time. What it is: • Research sharing • Smart market discussion • News flow and reactions • Networking with serious people • Different views, same goal: improve What it is not: • Spam & pump • A sales funnel • Buy/sell alerts • Self-promotion • Financial advice What’s expected: • Add value • Be respectful • Think independently • Debate ideas, not people If you want in, comment: YES I’ve already tried adding everyone who requested access so far, but X has changed group messaging. You may need to update your X app enable the new X Chat system by opening messages and setting your personal 4-digit PIN first. Once that’s done, I can add you. -BP $IREN $CIFR $NBIS $AAOI $OUST $AMPX $RKLB $HIMS $PNG.V $ONDS
→ PORTFOLIO UPDATE & REFLECTIONS: Here’s what have changed: I used the recent volatility to take some profit and consolidate around my highest conviction names. LONG-TERM PORTFOLIO: $IREN – 24.2% $CIFR – 22.2% $TE – 16.2% $ONDS – 14.1% $RKLB – 14.1% $OSS – 9.1% SHORT-TERM PORTFOLIO: $IBRX – 100% What this tells you: I’m backing the truck up on AI infrastructure plays; $IREN, $TE, $ONDS, $OSS. These are convictions that’s only getting stronger. Why $IREN & $CIFR are now 46% of my portfolio: > The Microsoft deal didn’t change. > The hyperscaler arms race didn’t stop. > Power infrastructure remains the bottleneck everyone’s fighting over. $IREN controls 4.6GW now. $CIFR 3GW. Both are scaling and sitting on secured power, and deals. The drawdown? That was the market giving you a gift. Why I started a new position in $RKLB: Space infrastructure isn’t slowing down. It’s accelerating. I’ve been watching $RKLB for a while now. And the dip was a gift. Rocket Lab is the only pure-play orbital launch company trading at a reasonable valuation (in the growth sector) with PROVEN execution. It’s the ONLY competitor to @spacex, and market doesn’t like monopoly. Electron launches. Neutron coming. Defense contracts stacking. The setup is asymmetric. Why I added to my position in $TE: $TE owns and operates a 5GW solar With first phase 2.1GW online by end 2026. AI data centers accelerate power demand. Solar scales rapidly to address grid constraints. This isn’t complicated. Demand is structural. Supply is constrained. $TE owns the picks and shovels. Defense Exposure — $ONDS & $OSS at 23.2% Combined: NATO spending isn’t reversing. Defense autonomy isn’t optional anymore. These companies own bottleneck technologies in programs that compound for decades. $ONDS: Raised 2026 guidance by 25%. $65M backlog up 180% in 60 days. Trading below analyst target. $OSS: Brings high-performance AI to denied, contested, or austere environments where conventional setups cannot operate or introduce lethal latency. No debt. Watchlist now: $ASTS – Still on the watchlist. Conviction remains. But execution delays is a risks. Sold and took profit recently. $KRKNF – Monitoring closely. The Anduril thesis is intact but position sizing matters here. Sold recently. $NBIS – High conviction but fully allocated for now. Would add on meaningful dips. Sold recently. $ZETA – Back on the radar. Took profit earlier but watching for potential re-entry if the right setup allows. $RDW – Watching. $SATL – Watching. Early-stage conviction building. $PGY – Under review. Short-Term Play: $IBRX at 100% This is the asymmetric bet. Biotech with binary catalyst potential. High risk, high reward. I’m watching this daily and will adjust fast if thesis breaks. My approach right now: > Market volatility doesn’t change fundamentals. > AI infrastructure spending is going from $200B to $500B+. > Defense budgets are locked in for years. > Energy demand is structural. > The companies I own control bottlenecks in these trends. > Drawdowns are buying opportunities when conviction is high. I used this one to concentrate around my strongest theses. Bottom line, this portfolio is built around: → AI/energy infrastructure bottlenecks → Defense tech with sole-source positioning → Space infrastructure with proven execution → One asymmetric biotech swing Every position is sized by conviction. The drawdown strengthened my hand. My conviction didn’t drop. It increased. Adding on potential dips. Note: This is not financial advice.
i need to speak to someone from the @ericswalwell campaign. ive received a video of him being intimate with a woman who does not appear to be his wife and would like a comment before posting.
If you showed this to a boomer, they would think this was a real concert.
POPE CALLS THREATS AGAINST ALL PEOPLE OF IRAN 'UNACCEPTABLE'
