
Ponzi
9.8K posts

Ponzi
@Ponzi_NL
full time stock and futures trader, 20+ years of experience. Always hunting for the best risk/reward plays in US/EU, proud father and successful :) short crypto
Katılım Nisan 2013
628 Takip Edilen1.6K Takipçiler


Not a fan of these types of posts, but I’ll do one today again:
When a stock like $SOI drops 6% and reverses a lot of its gains this week:
Nothing about SOI substrates thesis for silicon photonics / CPO level monopoly has changed.
Unfortunately, the broader index (Paris Stock Index) crashed 9% this month and keeps going down.
And broader macro from the War in Iran drives down a lot of names.
Not every name I mention like $AXTI can go in a straight line up but they tend to be strong outperformers.
I’ll post if my thesis materially changed.
But if a stock price drops because of macro or just a slight correction after rising 400% like $AAOI.
Or if $SIVE dropped 16% on Friday before rising 35% on Monday…
Short term stock prices does not chance a thesis.
And it shouldn’t to your conviction either.
Especially with names, if I don’t mention them for a bit like, $IQE that’s just in a waiting period for restructuring or asset sales. Or $NBIS that’s in its silent buildout phase for extreme q4 revenue ramp.
Performance like these are sometimes byproducts of macro.
But if they can go down 10% in one week, they can go up 10% the next.


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Bought some $INDI #Photonics. ⚡️
By integrating FMCW LiDAR, lasers, and sensors into single-chip solutions, indie Semiconductor is shrinking the tech and the costs for the next gen of ADAS.
$150M in fresh liquidity
Clear path to profitability
Photonics play 💎
$LITE $AAOI
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@Citrini7 The convergence is real: BCI + AI + Spinal Stimulation. We are seeing the first cases of "thought-driven movement"—where a brain implant sends signals around a lesion to a spinal stimulator. This isn’t sci-fi; it’s a multi-billion dollar market in the making.
~$11B by 2030.
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#Biotalys $BTLS
- Exit CEO
- Exit Chief Business Development
- RvB van 8 naar 6 leden
- Directieraad van 4 nr 2
"Begin van een nieuw hoofdstuk", heet dat dan

Nederlands

$ONWD #onwardmedical keeps on growing their custumer base nrtimes.co.uk/neurokinex-is-…
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@inversor007 @BlueDuckCap my focus is on the margin and the guidance for 2026.
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Dit is mega goed nieuws voor #amoeba en de sales gaan nu op gang komen!
Actusnews Wire@Actusnewswire
$ALMIB #AMOEBA : Amoéba receives its first order from Koppert and confirms its transformation into a commercial company dlvr.it/TRR1x0
Nederlands

@zerohedge 🚀 $HOLO's holographic LiDAR + real-time 3D visualization is exactly the kind of tech that becomes mission-critical in times of geopolitical tension.
Situational awareness is everything on the modern battlefield
#HOLO #DefenseTech #Holographic #LiDAR
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China Reportedly In Talks With Iran For Safe Oil Tanker Passage Through Hormuz, As WH Scrambles To Contain Rising Energy Prices zerohedge.com/geopolitical/m…
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