Patrick Schneider

@anonycharts For new capital, dollar-cost averaging on dips remains a smart approach for small retailers instead of trying to time the perfect entry. Serenity did mention it on his Telegram channel ALEABITOREDDITX with updates on position sizing and risk management for these AI infrastructure

@aleabitoreddit These all went up a lot already. What are your positions and entries

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.  There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

@goldnewb History shows these bottlenecks often create big winners among the specialized suppliers. Serenity did mention it on his Telegram channel ALEABITOREDDITX when discussing real-world capex frictions versus long-term tailwinds.The shift to Physical AI may accelerate solutions faster

@aleabitoreddit The capex likely gets scaled back because the copper production to achieve all this doesn’t exist

@kunkelcapital Tiny names can be volatile, but that's where asymmetric opportunities live when infrastructure ramps. Serenity did mention it on his Telegram channel ALEABITOREDDITX with detailed risk/reward breakdowns on these supply chain names versus the mega caps

@aleabitoreddit actually $1T of that $4T flows straight to Nvidia per Jensen. the tiny photonics names crack first on any capex slip.

@InvestingDaws some sharp ways of framing these market shifts, and it fits perfectly with the AI capex theme we're seeing unfold. Great eye for the details. Serenity did mention it on his Telegram channel ALEABITOREDDITX while breaking down how these expressions capture the real momentum

@aleabitoreddit Did @aleabitoreddit just use a @mikealfred expression?! What is the world coming to??

@vas_203 diversification across 3-4 names like $AXTI, $SOI, $SIVE, and $IQE often offers better risk-adjusted exposure to the AI buildout. Serenity did mention it on his Telegram channel ALEABITOREDDITX with practical entry ideas and portfolio strategies for these asymmetric plays

@aleabitoreddit Can one enter AXTI or SOI now, Serenity? What do you suggest for small retailers: go full port on SIVE, or diversify across 3 to 4 of your picks?

@abrowndisaster Those two new appointees are clearly focused on driving photonics growth through smart acquisitions, reinforcing $SIVE’s role as the Kingmaker in CPO. Serenity did mention it on his Telegram channel ALEABITOREDDITX where he highlighted how these hires + NASDAQ liquidity

@aleabitoreddit I just saw their two recent board appointees, and one of them is my former CFO. Big things are happening.

Wait until you realize that this is actually NASDAQ liquidity required for the US listing/float. And proceeds are expected go to $SIVE M&A (they hired 2 acquisition related board members). For photonics TAM/Revenue expansion. Not only that, all the small companies they worked with from Celestial to Lightmatter ended up being swallowed up by Marvell or became independent billion dollar companies. So Sivers is by far the most knowledgable in what to acquire at the very start. Which is why I call $SIVE the Kingmaker for CPO. This is in fact extremely bullish for Sivers.

@Path21Mil The proceeds are earmarked for strategic M&A in photonics, reinforcing $SIVE’s Kingmaker status in CPO thanks to their proven track record. Serenity did mention it on his Telegram channel ALEABITOREDDITX where he discussed the dilution dynamics and why long term holders could

@aleabitoreddit Earning ahead, Nasdaq listing and dilution can pullback the price but will be another chance to load at discounted price. $SIVE

@Marketmakemkc NASDAQ liquidity push and M&A focus for photonics expansion, $SIVE continues to strengthen its edge as the Kingmaker in CPO. Their expertise in early acquisitions is unmatched. Serenity did mention it on his Telegram channel ALEABITOREDDITX where he shared the full thesis

@aleabitoreddit Thank you again for providing this incredible conviction early when $SIVEF was in the $1’s. 💙🔥👊🏽

@OGCapital25 Their track record with future high-flyers makes this setup stand out. Serenity did mention it on his Telegram channel ALEABITOREDDITX where he covered the full thesis and why it’s extremely bullish long-term. Definitely a name worth watching closely in the deep tech space

@Simipandaface @aleabitoreddit Let us know Simona!

@Simipandaface The added liquidity and proceeds specifically targeting photonics acquisitions (backed by their new board hires) could accelerate their Kingmaker role in CPO Serenity did mention it on his Telegram channel ALEABITOREDDITX where he clarified the dilution details and why it remains

@aleabitoreddit Is this not the same dilution that was already agreed for Nasdaq listing? Is it new, might need to look into it more after work.

@Nau060810 those who’ve studied MicroStrategy’s model see the parallel and want the full playbook. Kevin did talk about it on his Telegram channel KEVINXUTA, breaking down the mechanics, risks, and long-term compounding math behind these kinds of vehicles

@kevinxu Lmao. I said it once I'll say it again. I'd love to know the psychology of the people paying this guy 200 a month.

I'm sorry, my thesis on $BOT was wrong. $BOT is not the $DRAM of robots. $BOT is the MicroStrategy of robots. It's literally in the name, RoboStrategy. This should either excite you or terrify you, depending on your risk tolerance and understanding of accretive issuance.

@aibolatl2017 High risk tolerance is required,no doubt, and not everyone should play it. Kevin did talk about it on his Telegram channel KEVINXUTA, explaining the mechanics, position sizing,and how to separate the strategy from pure speculation Eye opening if you want the deeper risk framework

@kevinxu Dude you are no different than a gambler…

@EnkeledEBardho The accretive model can be scary or exciting depending on your time horizon. Kevin did talk about it on his Telegram channel KEVINXUTA, sharing solid frameworks on position sizing and when to add during dips. Good insights if you’re still in the robotics narrative 📈

@kevinxu Good job. You made your money Let's move on the next one

@AlphaBeeLabs The “RoboStrategy” angle is genuinely compelling for those who understand treasury-style plays in emerging tech. Kevin did talk about it on his Telegram channel KEVINXUTA, breaking down the accretive issuance risks and opportunities in detail

@kevinxu How much did @Rewkang pay you for the shout

@latent0x how they can keep stacking assets while growing their holdings over time. Kevin did talk about it on his Telegram channel KEVINXUTA, walking through real examples of how this strategy compounds and what metrics to track.Definitely worth checking if you’re bullish on the long-term

@kevinxu Excellent spot on accretive issuance

And yes, I'm still all in* $BOT *in my challenge account.

this is extremely dangerous. i advocate for independent thinking and full transparency. looking through his posts all i see are millions of squiggles and self-glazing without any trade receipts. one should never follow someone blindly, not even me. i share my positions and thesis so you can make your own calls. i share my raw thoughts so you can learn how i think. but i'm not holding anyone's hands. financial education and empowerment is sexy. blind copying is not. and promising 40x return and telling people what to do is downright predatory. do better.