HokieHead

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HokieHead

@OneManCircus43

Finding undervalued stocks for long term holds, avid sports fan.

Katılım Ağustos 2011
112 Takip Edilen1.2K Takipçiler
HokieHead
HokieHead@OneManCircus43·
$CHAC $XNDU 🔥
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HokieHead
HokieHead@OneManCircus43·
@CfaRoark They are getting more than double that in government aid, good riddance to the redemptions, just makes the floating shares even more lower. Love it.
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Howard Roark
Howard Roark@CfaRoark·
$CHAC / $XNDU 19 million out of 22 million shares redeemed. I stand my statement from last November. This could have been avoided with a more reasonable valuation. If they'd left some juice for the public investor they'd have $200 million more cash in the war chest
Howard Roark@CfaRoark

@stepnotonpets @CitronResearch I'd be more interested in $CHAC at a discount to $CCCX. I think the Xanadu guys got a little greedy with valuation and didn't leave enough upside for the SPAC buyers

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HokieHead
HokieHead@OneManCircus43·
Quantum powered data centers is the future. Xanadu $CHAC starts trading Friday as $XNDU $LITE $COHR $TSEM $AXTI $POET $NVDA $NBIS $IREN $CRWV $GLXY $SIVE 👇🏻 🔥
HokieHead@OneManCircus43

@aleabitoreddit The future of data centers here imo $CHAC “Once running, the quantum-powered data center would host hundreds of server racks. Thousands of data centers would be needed to achieve the same computing power.” financialpost.com/technology/xan…

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Chuck Schumer
Chuck Schumer@SenSchumer·
A month ago, the national price of gasoline as $2.93 a gallon. Today it's $3.94. One man is to blame: Donald Trump.
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HokieHead
HokieHead@OneManCircus43·
@LF94Trades Only 2,571,605 $CHAC shares will be available to trade with ticker change to $XNDU ? Friday should be wild as this de-SPAC will be all over @CNBC and @business to name a few. Easily can see $12-$15 by weeks end imo.
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LF94
LF94@LF94Trades·
$CHAC There were 22,000,000 shares subject to possible redemption. Shareholders elected to redeem 19,428,395 shares of Class A common stock in connection with the meeting. 2,571,605 shares remain in the public float.
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HokieHead
HokieHead@OneManCircus43·
Quantum powered data centers is the future. Xanadu $CHAC starts trading Friday as $XNDU $LITE $COHR $TSEM $AXTI $POET $NVDA $NBIS $IREN $CRWV $GLXY $SIVE 👇🏻 🔥 Xanadu: Rare Public Debut March 27 of Full-Stack Photonic Quantum Company – Initiation Report finance.yahoo.com/sectors/techno…
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HokieHead
HokieHead@OneManCircus43·
Quantum powered data centers is the future. Xanadu $CHAC starts trading Friday as $XNDU $LITE $COHR $TSEM $AXTI $POET $NVDA $NBIS $IREN $CRWV $GLXY $SIVE 👇🏻
HokieHead@OneManCircus43

@aleabitoreddit The future of data centers here imo $CHAC “Once running, the quantum-powered data center would host hundreds of server racks. Thousands of data centers would be needed to achieve the same computing power.” financialpost.com/technology/xan…

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HokieHead
HokieHead@OneManCircus43·
@StonkValue Quantum powered data centers are the future. Xanadu $CHAC starts trading Friday as $XNDU “Once running, the quantum-powered data center would host hundreds of server racks. Thousands of data centers would be needed to achieve the same computing power.” financialpost.com/technology/xan…
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Value Investing Edge
Value Investing Edge@StonkValue·
These 10 stocks will create many millionaires in 2026 and beyond- 1. $ONDS - Future of Defense Tech 2. $OSS - Rugged Edge Computing Lead 3. $AXTI - Semiconductor Materials Lead 4. $IREN - AI Data Center Lead 5. $TE - Solar Battery Lead 6. $NBIS - AI Infrastructure Lead 7. $IONQ - Future of Quantum computing 8. $CIFR - HPC Hosting Lead 9. $AMPX - Silicon Anode Battery Lead 10. $AAOI - AI Transceiver Supply Leader Generational wealth can be made in this sectors. Bookmark this post for later!
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Chuck Schumer
Chuck Schumer@SenSchumer·
BREAKING: I’m bringing a motion to the floor to FULLY FUND TSA. Republicans Senators will be forced on the record: they can either vote to fund TSA for good or be fully responsible for its continued shutdown.
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HokieHead
HokieHead@OneManCircus43·
@bdinvestingg Quantum powered data centers are the future. Xanadu $CHAC starts trading 3/27 as $XNDU “Once running, the quantum-powered data center would host hundreds of server racks. Thousands of data centers would be needed to achieve the same computing power.” financialpost.com/technology/xan…
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
NVIDIA just invested $4B into photonics. Photonics is AIs next bottleneck Here's the full stack mapped out: 1. Substrates & Materials: $AXTI $SOI 2. Crystal Growth / Epitaxy: $IQEPF 3. Foundry & Component Fab: $TSEM $GFS $TSM $UMC $MTSI 4. Test & Packaging: $AEHR $ONTO $FORM $FN $AMKR $POET 5. Modules & Transceivers: $AAOI $LITE $COHR $MRVL $AVGO 6. Network Infrastructure: $ANET $CIEN $VIAV $GLW 7. AI Demand: $NVDA $AMZN $GOOGL $META $MSFT $ORCL This is not a niche theme anymore. This is AI's next bottleneck.
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HokieHead
HokieHead@OneManCircus43·
Quantum powered data centers are the future. Canadian Xanadu $CHAC starts trading next Friday as $XNDU Will probably be $15+ by next Friday’s open. financialpost.com/technology/xan…
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Serenity
Serenity@aleabitoreddit·
Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive. Now that I have 100k+ followers, there's endless jealously or random comments like: - "Only trading with $2K unless they show net worth": I don't need to post lambos/fancy watches like other influencers to prove I'm a good trader. My opinion is ideas what matters the most, and the % return validates that they're correct in the market. - "Pump and Dump": Almost every stock held their gains like $AXTI is up 500%+? Most of my returns are unrealized. Every high conviction stock I've named over time since starting is green: $NBIS, $CRCL, $TSM, $RKLB, $HOOD, $ALAB, $CRDO. There's new ones like $RDDT but that's only down ~6-8% and needs time to play out. There's other smaller picks $LPTH or $VLN that haven't but they're only down like 10% from posting or more depending on entry point and don't just crash because they're all fundamentally good picks. I post tens of stocks, so cherry picking a few that haven't played out yet to represent everything I've done is just ridiculous. If people just take the equal weighted average of everything they're way green. - "Stealing Picks": Many of these stocks have been around for years. Thousands of different people have been long at one point in time. The reason markets react differently is I either bring novel information synthesis to a post, or I time it with a catalyst others don't. People were claiming they found $OSS first, but the reason it went up from $6 was because I linked it to Venezulea's invasion (which was novel). Just saying "edge AI, go long on $OSS doesn't mean anything". People were claiming they found $RPI first, but the reason it went up was because I was the first to link it OpenClaw as an investment thesis (which was novel). People claiming "raspberry pi for personal use doesn't mean anything". List goes on and on with $SOI or $SIVE or any other stock. I'm not claiming I'm the first either to stuff like $TSEM or $NBIS either, that's already a well known photonics foundry or neocloud, I personally just liked it and wanted to hop ont he bandwagon. People can say anything they want but markets are the final arbiter of truth.
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PepeMoonBoy
PepeMoonBoy@pepemoonboy·
You have two types of people on X right now… Those congratulating @aleabitoreddit for what is most likely the best YTD stock market performance in the world, by any single trader/investor… And then those hating because they’re jealous. If you find yourself hating, I urge you to do some deep reflection. Every single stock mention Serenity has made has come with extremely detailed research to back it. Oh and btw, you have access to the exact same tools, documentation, and platform that Serenity does, so if you think you can do better, lets see the numbers…
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HokieHead
HokieHead@OneManCircus43·
Quantum powered data centers is the future. Canadian Xanadu $CHAC starts trading next Friday as $XNDU $LITE $COHR $TSEM $AXTI $POET $NVDA $NBIS $IREN $CRWV $GLXY 👇🏻
HokieHead@OneManCircus43

@aleabitoreddit The future of data centers here imo $CHAC “Once running, the quantum-powered data center would host hundreds of server racks. Thousands of data centers would be needed to achieve the same computing power.” financialpost.com/technology/xan…

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HokieHead
HokieHead@OneManCircus43·
@aleabitoreddit The future of data centers here imo $CHAC “Once running, the quantum-powered data center would host hundreds of server racks. Thousands of data centers would be needed to achieve the same computing power.” financialpost.com/technology/xan…
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Serenity
Serenity@aleabitoreddit·
The Serenity Silicon Photonics / CPO ETF. YTD Returns of Each Index Stock: $IQE: +282.5% $AXTI: +246.6% Landmark: 167.54% $AAOI: +157.37% $SIVE: +113.08% $SOI: +103.54% $LITE: +100.27% $LWLG: +92.35% $VIAV: +88.71% $AIXA: +73.92% $AEHR: +70.4% $CIEN: +67.67% $FORM: +60.67% $FOCI: +60.44% $CAMT: +49.13% $GLW: +46.77% $SMHN: +45.94% Fujikura: +43.89% $COHR: +41.81% $KEYS: +40.48% $TSEM: +36.42% $ASX: +29.89% $MTSI: +28.34% $NOK: +27.5% Shin-Etsu: +27.33% $ONTO: +26.28% $BESI: +24.71% $UMC: +18.11% $INTC: +17.27% $OXINF: 15.03% $FN: +12.79% Eoptolink: +11.82% $TSM: +6.00% $HIMX: +5.39% $SMTC: +4.11% Sumitomo: +3.67% $CSCO: +3.25% Innolight: +.33% $MRVL: +.16% $APH: -6.48% $MXL: -7.62% $AVGO: -7.99% $POET: -12.99% $TEL: -14.93% This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark). However, if you were curious if you invested in the photonics trend as a whole at the start of the year. The equal weighted return? 50.033% I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward. Especially as CPO is used to scale AI deployments. Photonics is the new architectural paradigm for AI.
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HokieHead
HokieHead@OneManCircus43·
@StormDirac Do you know if the plan is to uplist the US shares to OTCQB, OTCQX or even Nasdaq? Pink Limited is probably limiting some buyers.
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Anders Storm
Anders Storm@StormDirac·
@cfromhertz One big Photonics mover this week from very low market cap $130m this Monday, now $260m (still low), compared to its customers Ayar labs, POET, etc. Check it out $SIVE or $SIVEF
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Christian Fromhertz 🇺🇸
Christian Fromhertz 🇺🇸@cfromhertz·
$LITE Lumentum, Coherent $COHR Rally on Optical Demand Momentum: (Bloomberg) -- Shares in Applied Optoelectronics, Lumentum and Coherent rallied in premarket trading as the companies announced updates and spoke to optical demand at the Optical Fiber Communications Conference in Los Angeles. 🔹Among movers: $AAOI Applied Optoelectronics +11%, $LITE Lumentum +6.9% and $COHR Coherent 5.5%, $GLW Corning +3.8% and $MRVL Marvell Technology +1.3% ANALYST COMMENTARY 🔹Stifel analyst Ruben Roy says at “Lumentum’s Investor Briefing at OFC 2026, management provided an updated long-term financial model including a $2bn quarterly revenue run rate”The event was a positive for the company with “management messaging reaffirming accelerating longer-term growth drivers” 🔹Evercore ISI analyst Mark Lipacis notes that the “industry is preparing to ramp scale-up optics into volume production”“Overall, we walk away incrementally positive towards our AI connectivity plays” 🔹Citi analyst Asiya Merchant says after meeting with Corning management at the OFC 2026, “walked away with a constructive view for GLW as it further laid out the optical opportunity ahead of the company”Reiterate buy rating on Corning given “optical demand momentum and positive long-term outlook”
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HokieHead
HokieHead@OneManCircus43·
$SIVE $SIVEF Mega move ahead. Great tweet. 👇🏻
Serenity@aleabitoreddit

$SIVE is the upstream laser supplier for CPO and Silicon Photonics. They're the likely $COHR / $LITE type future light source for: - $AMZN Trainium Clusters - $MSFT Maia Clusters and possibly other hyperscalers like $META MTAI and $GOOGL TPU clusters. At a ~$200M MC. Relational Mapping (speculative): $SIVE (light source) -> $POET (optical interposers) -> $MRVL (Likely Celestial Captive) -> $MSFT Maia + $AMZN Trainium. $SIVE (light source) -> Ayar -> AiChip -> $AMZN Inferentia/Trainium $SIVE (light source) -> Enablence -> O-Net -> ? Asia Hyperscalers _ Ongoing: $SIVE (light source) -> Ayar -> GUC -> ? (Google $TPU) $SIVE (light source) -> Ayar (TeraPHY/SuperNova)-> Wiwynn (captive CPO) -> ? ( $MSFT, $META historically Wiwynn's largest clients). Because of captive models like $MRVL Celestial, they get a free ride. However, they do compete multi-source ELS against Lumentum, Coherent, and $MTSI with Ayar and win anyway in merchant models. But they win either way. For high-volume production ramp up, a large part of it depends on the ongoing Win semi qualification, but this will likely be a large indicator. Again supply chain BOM is extremely confidential. $AMZN will never tell anyone "Hey, we use $SIVE ". But if you put 1+1+1+1+1 together, you can piece together the likely suppliers. Most people see "Poet Starlight" uses $SIVE. Or Ayar uses $SIVE. But don't map all the multi-hop relations to see where they end up. I do think $SIVE is an extremely undiscovered opportunity as the next possible mini $LITE for Silicon Photonics at $200m MC. As they're the likely upstream laser supplier for hyperscaler supply chains for future CPO/Silicon Photonics scale up with cw dfb lasers and scale out with laser arrays.

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