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Sporty
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Sporty
@Plutonite
Dad and Husband 👪 🇪🇸 🇩🇪 , MBA/CISA/CIA, Hiking🚶🚶♀️, 🚲, 🎮, 10% Stock Trading 📈, 90% Investing 🧭, Rockin' in the free world 🌏
Katılım Mayıs 2012
235 Takip Edilen263 Takipçiler
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Not too shabby?
$IQE is now up 4x since in the past 3 months.
$MTSI paying off their debts does derisk the company long term.
I’m curious if anyone listened anon?
Serenity@aleabitoreddit
Not exactly! I'm just a tad more familiar with photonic supply chains than I am with energy so I like picking potential winners. Just wanted to introduce $IQE into the equation like i did with $AXTI, so I could do a "Did you Listen Anon?" post 3 months later if it turns out well.
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@aleabitoreddit Thanks 👍 When could the listing on the NASDAQ be realistic?
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Every day it's like this on repeat with $SIVE, it's like dejavu lol.
Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets.
New local hit piece on their own frontier company happens every market open, stock drops 10%:
-> "CPO and the CW lasers is nothing new"
-> "Sivers is going up against well funded $LITE and $COHR and will lose because of capital"
-> "They had to dilute 2.5% to get listed on Nasdaq"
-> "Delayed annual report is sketchy" (to get listed on Nasdaq)
-> $SIVE is not big enough to capitalize on $JBL relationship and scale.
Local Swedish folks end up selling. Western investors/funds end up acquiring the float.
Better for the West to own the company before CPO ramp starts.
Creating a frontier company purely from Sweden seems hopeless given local culture.
Serenity@aleabitoreddit
I'm still laughing how much Swedish hate their own frontier companies so much. That they write hit pieces every day on $SIVE. This one was entertaining: Local journalists show up to an empty $SIVE administrative building uninvited. Because they can't fathom the CEO is in Silicon Valley or design team is working on US Gov CHIPS act dev in the US. And because there weren't many cars parked outside + CFO wouldn't take questions about secretive hyperscaler deal financials. They wrote a random negative hit piece. By repeating "There are several who make lasers like these and Sivers are far from alone". Several like $LITE, $COHR, $60B+ companies. and reported earlier that "CPO is nothing special, it's been around for years." While GS projects CPO going from $1B -> $91B TAM over the next two years. Even put "Plans" in quotation marks because they didn't think Sivers is supplying lasers to $JBL 1.6T LRO. IMO, $SIVE ends up as a $10B+ company next year, especially if they follow what $LITE / $COHR did with downstream IP integration to capture more of CPO module BOM. Just don't think Swedish people understand hyperscaler supply chains, concept of forward growth, or the fact that employee count doesn't equate to revenue. Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.
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@HandsomeMan2013 @aleabitoreddit Hybrid bonding is too hard/expensive for mass production right now? Current massive capex cycle for HBM4 still heavily relies on compression molding, so Towa should have a multi-year runway?
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@aleabitoreddit Isn't this a loser when HBM moves to hybrid bonding tho?
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So just putting it out there: Towa (6315), at $1.35B...
Is a rare, living definition of monopoly over HBM4 (compression molding).
It's been kinda flat YTD, but every memory company like $MU, Sk Hynix, Samsung are their customers. And each of the memory company earnings signaled massive capex increases.
Even as seen with $TSM earnings, every major semi is going through a massive capex cycle to meet AI demand.
And all three memory makers have printed from hbm3e and nand... so the next capex cycle is probably not like the last (meaning a lot more spend).
Like $ASML, this is hyper-cyclical but I wanted exposure to the upcoming HBM4 capex ramp over these next few months.
Thought I'd put this name on people's radar alongside $LPK (glass core substrates) as a functional monopoly.
But I do feel like this timing is about right while every machine supplier is having a massive re-rating yet this was relatively flat.
Not exactly a new find, since a few other analysts + random followers had this name but hope I get the timing right.
(Disclaimer: I do hold positions, this just TLDR of my own thoughts, please don’t copy trade)
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$META just committed $100B to $AMD
to build 6GW of AI infrastructure.
This will start another AI super cycle
Here’s the Full Infrastructure Stack:
AI GPUs (The Compute)
$AMD – Advanced Micro Devices
$NVDA – Nvidia
ADVANCED PACKAGING (Makes It Possible)
$TSM – Taiwan Semi
$ASML – ASML
$AMAT – Applied Materials
$LRCX – Lam Research
$KLAC – KLA
MEMORY (HBM Bottleneck)
$MU – Micron
$SKHY – SK Hynix
THE NETWORK (Moves the Data)
$ANET – Arista
$AVGO – Broadcom
$MRVL – Marvell
$LITE – Lumentum
POWER INFRASTRUCTURE (6GW Buildout)
$VRT – Vertiv
$ETN – Eaton
$PWR – Quanta
$CEG – Constellation Energy
$GEV – GE Vernova
$SMR – NuScale
THE SERVERS (House AI)
$SMCI – Super Micro
$DELL – Dell
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$NVDA 170 to 188 ✅
John Trades MBA@JPATrades
Any second now Trump should pump $NVDA
@BonkDaCarnivore Big Baby is all upset over his loss of the Nobel Peace Prize to a Latina woman.
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The hilarious thing here is, and something no Con Inc Grifter will tell you, is that Nobel nominations had to be in by January 31st, only 11 days after the Pedophile-in-Chief took office, so there would have been nothing for him to even nominate himself for.
TIME@TIME
Trump loses Nobel Peace Prize he shamelessly campaigned for time.com/7324832/trump-…
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@JPATrades Bought the Nvidia dip. Let’s see if mad king stops bullshitting for today.
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Took L in $AAPL too far OTM now after Trump news
That fucking sucked
John Trades MBA@JPATrades
Bought October 17 $AAPL 260 calls for 1.35 14 contracts
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@BonkDaCarnivore I’m not very active on that Discord at the moment. You’re right, actually mentioned there recently 👍
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@Plutonite Aren't you in that one Discord? I find it hard to believe the person who runs it didn't see it too.
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I don't know who needs to hear this, but $NFLX is going to $1,220 by EOW.
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It’s a big deal. OAI’s fine with 1B users, but potentially catastrophic for challengers chasing consumer AI share. Birth of a new duopoly?
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@aktien_max Im Weißen Haus herrscht kein wohlwollender Staatsmann, sondern ein kleptokratischer Möchtegern-König, notorischer Bankrotteur und verurteilter Straftäter.
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Pretty obvious what $NVDA is going to do after earnings if you just look at the chart
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