Ponzi

9.8K posts

Ponzi

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
Serenity
Serenity@aleabitoreddit·
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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Ponzi
Ponzi@Ponzi_NL·
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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Ponzi
Ponzi@Ponzi_NL·
$HIMX perfect setup >> this could be the next $LITE $TSEM
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Ponzi
Ponzi@Ponzi_NL·
#cmcom $CMCOM is bezig om uit te breken. De gele lijn is de SMA 50 op weekbasis. Komt de koers hierboven, dan krijg je een sterk koop signaal. Downside is beperkt. Overname rond de 5 klapte en toen stapte een nieuwe GAH in. risk/reward goed op dit niveau #long
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Ponzi
Ponzi@Ponzi_NL·
#cmcom begint er technisch beter uit te zien ✅hogere bodem ✅postieve divergentie ✅FA wordt een groei van +30% verwacht ✅ #aiagent veel vraag naar
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Ponzi
Ponzi@Ponzi_NL·
@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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Ponzi
Ponzi@Ponzi_NL·
@Citrini7 The Bull Case for $ONWD goes beyond Spinal Cord Injury. They are leveraging AI-driven neuromodulation to tackle Parkinson’s Disease. By stimulating the spinal cord to stop "freezing of gait," they are addressing a market of 1M+ people in the US/EU alone. This is #Citrini style
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Ponzi
Ponzi@Ponzi_NL·
@Citrini7 The 2020s are defined by GLP-1s and #AI. But as we extend lifespans and accelerate cognition, we hit a bottleneck: our biological hardware. "Neurological Resilience"—the repair and enhancement of the human nervous system—will be the defining trade of the 2030s. 🧠$ONWD
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Ponzi
Ponzi@Ponzi_NL·
@TSimonts ik zie het als een opmaat voor een overname
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Tom Simonts
Tom Simonts@TSimonts·
#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
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Ponzi
Ponzi@Ponzi_NL·
$ALMIB breaking out. Positive news from French regulator expected any day now. First commercial sales with @Koppert realized
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Ponzi
Ponzi@Ponzi_NL·
@BlueDuckCap any thoughts on $STIM earnings next week?
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BDC
BDC@BlueDuckCap·
Days like this we tend to add to our cheapest long ideas. And we keep hedges on in case the market gets worse, which certainly remains a possibility.
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Ponzi
Ponzi@Ponzi_NL·
#amoeba start fors hoger, eerste doel 1.25
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Ponzi
Ponzi@Ponzi_NL·
@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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zerohedge
zerohedge@zerohedge·
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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Ponzi
Ponzi@Ponzi_NL·
$TURB going +250% in a week.... $HOLO will follow. SImilar share structure, nice bottoming pattern. All it needs is a little piece of news and then >>> #epicfury 🚀🚀🚀
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