Ribooa

@justin_abrams1 Went in at $3.4 and about to double my position soon

I had ChatGPT breakdown Hyllion $HYLN 's KARNO technology (after their massive vol spike) and it one-shotted this Probs go long next week Also I went to school with their CEO who was the youngest self-made billionaire...so yea I got a chip on my shoulder :/

@chinoalemano Experience comes with time and with the scars you collect along the way. A beginner trader doesn’t know how to pick a stock like SIVE out of the thousands of options in front of them.

It's all good. I don't know who you're talking about, but whoever went all-in on $SIVE, I think they're doing the right thing. It's gambling if you do it randomly, but if you've studied the company well, I think it's smart. Especially if you reckon it's a good company. When you've got little money, that's what you've gotta do to multiply it. Obviously avoiding shitcos. When you've got a lot, then you start thinking about diversifying. They're just different strategies.

A retail investor just outperformed entire hedge funds. One person. No team. No billions. No PhDs. His name comes up again and again: Serenity, with $SIVE. The world got too complex for the old playbook. Hedge funds have armies of analysts, but the machine still thinks in simple, decades-old models. Slow. Bureaucratic. Allergic to anything new. Meanwhile one obsessed retail investor can go all-in on a single edge. No committee. risk officer or permission needed. Focus is the new alpha. And then came the variable nobody priced in: AI. New. Misunderstood. Completely lost on the old guard sitting on legacy capital. Misunderstood + moving fast = the biggest opportunity of our lifetime. The edge used to be money. Now the edge is understanding. Serenity / SIVE is just the first name you'll hear. It won't be the last.

@chinoalemano I apologize, I think I mixed up two tweets from different sources about the same trade. I read somewhere that someone went all-in on the stock, and I mistakenly attributed that to your post.

I don't know where you saw me mention all-in, but I've never said anything about going all-in. And Serenity never said to go all-in, he owns, based on his comments, many stocks, he's pretty diversified. Yeah but I agree that going all-in is really risky and not for everyon. Anyway, since you brought it up, this is the first time I'm actually talking about it, and yeah, I do think going all-in with small portfolios makes total sense. If you buy a stock, it should be out of full conviction, and if your conviction plays out, you'll be rewarded big time. It's like starting a business, if you trust your business and yourself, you go all-in on it. You build one business properly, you don't start 50 businesses badly.

@Eric_Scruffy That's interesting. Thanks for sharing. Keep update 🤞🏾

Find a stock that’s had an explosive/parabolic move with volume/valid thesis. Wait for it to test the 9ema, and buy with 4-6% SL, minimum 1:3 RR. Repeat. Right now in $DGXX Watching entries on $AMPG $HLIT $BE $BB $TE $SATL

@AsafNaamani Pagaz!

$SIDU | +64% Since Our May 1 Projection Switching to regular candles. +64% in 22 days! What an AMAZING bottom projection and follow-up wave. Price is now above the red resistance zone, which is a great sign. NEXT: The key level to clear is $5.39. Clearing it could open the door to $5.99. If $5.99 clears as well, I have added the next price target for that scenario - marked in white.

@Eric_Scruffy Care to explain your 9 EMA strategy?

I posted a version of my 9 EMA strategy on $AMPG, and I got some hate, so im going to explain more about what my strategy is. So here it is: The thing that has kept me from getting bagged chasing hot stocks: Take a minute to read. Good ticker ≠ good entry. 🧵

@HunterAllen4 TX

@Ribooa They change weekly bro I’m just trying to give ideas as I see them. That being said $SIDU $ALMU $HLIT $AIB $CPSH $VELO $HYLN ALL look juicy

$ALMU The photonics bottleneck nobody sees yet. Only ~414M market cap sitting at 23$. This could be one of the most important AI infrastructure enablers hiding in plain sight. REPOST. BOOKMARK. Subscribe 1$. Add to the hunter WL. Everyone is focused on GPUs. Almost nobody is focused on what happens AFTER you scale to millions of GPUs. The real bottleneck becomes: • Data movement • Interconnect bandwidth • Heat & power efficiency • Optical scaling • Advanced packaging Copper is hitting physical limits. The next era of AI infrastructure is optical. Photonics. Silicon photonics. Co-packaged optics. Fiber interconnects. That’s where $ALMU comes in. Aeluma is building III-V-on-silicon photonics technology — integrating high-performance optical materials directly onto massive 200mm/300mm silicon wafers using CMOS-compatible manufacturing. That matters because traditional photonics manufacturing is broken: • Small expensive InP wafers • Low yields • Supply bottlenecks • Difficult scaling • Massive costs ALMU’s platform aims to solve that. Why this is important: Potential 10x+ cost reductions Uses existing silicon foundry infrastructure Bypasses InP substrate shortages Enables scalable optical interconnects for AI clusters Supports lower power + higher bandwidth vs copper This is directly tied to: • AI data centers • Hyperscaler infrastructure • Co-packaged optics (CPO) • Quantum photonics • SWIR sensing • Defense systems And the ecosystem is legit: • Tower Semiconductor partnership • AIM Photonics ecosystem • Sumitomo Chemical scaling support • NASA / DARPA / Navy contracts • Thorlabs collaborations CEO Jonathan Klamkin just received the 2026 IPRM Award — one of the top honors in compound semiconductors/photonics. The industry is validating the science. Meanwhile: • Nvidia is investing billions into optics supply chains • Hyperscalers are pre-buying photonics capacity • Optical interconnect demand is exploding • Silicon photonics TAM projected into tens of billions this decade ALMU is still early: • Revenue still small (~contract/prototype stage) • Pre-profitability • High execution risk • Highly speculative But the setup is fascinating: A tiny company trying to solve one of the biggest scaling problems in AI infrastructure. If optical interconnects become mandatory for next-gen AI clusters, the winners in photonics could become the next infrastructure monsters. $NVDA $AVGO $COHR $LITE $MRVL $GLW $TSM $AMD $PLTR $MSFT $GOOG $SIVE $POET $NBIS $NVTS $AVGO $AAOI

@HunterAllen4 Crazy list!

@RemoteNavigator I’d love to read more about the way you approach this. There are some basic things I’m curious to understand. For example, if you’re looking at a blank price chart, what’s the very first thing you do? How do you decide where a trendline starts from?

A little secret about Technical Analysis that people don't like to admit... You can make almost any chart look bullish (or bearish) if you look hard enough. All it takes is adjusting a trendline by a few pixels, swapping timeframes, or focusing on one indicator while ignoring three others. Chart analysis is highly subjective, it is driven by an underlying bias. Yet people risk capital based on a single line drawn by a stranger on the internet? Always cross-reference data, look for multiple perspectives, and focus on building up your own TA knowledge so you can form your own objective thesis.

@TheLongInvest Had some @ $1.5, sold at $2, bought a lot more again at $1.75, hoping to sell around ~3

$SLNH A hold above $1.81 and I would expect $2.62 next Wave 5 target is $3.68

@stockplaymaker1 Hey @grok, summarize this post to top 5

What’s your #1 stock for next week?

@porter_farms Genuine question: The chart is in a severe downtrend, dropping from $3.50 to $0.25 and sitting well below the 150 MA. What concrete catalyst triggers a run here, given the technical breakdown? $SNYR

$SNYR is shaping up to run again. Small float and 0 shares to borrow. The company recently filed an S8 triggering a run.

@julian007645 As long as markets don't collapse, I agree

$HYLN it will go to $50 this year

@BottleneckFindr A clean breakout above $15.4 opens the door to the ATH at $18.4 as the initial target, with further upside potential beyond that. (by Harmonic) tradingview.com/chart/HLIT/F1q…

If you're a momentum trader, you know $HLIT is gonna moon tomorrow! But even as a fundamental investor, I agree with the buy consensus. It's a stealth monopoly that is currently priced as legacy hardware. They have a 98% stranglehold on the virtualized broadband core market which means they are the only real choice for the global DOCSIS 4.0 upgrade cycle. Current share price implies a 7.5% growth rate but these guys have averaged 25.5% earnings growth over five years! Dumping the video segment turns them into a high margin SaaS play with a massive 582 million backlog already in the bag. Diversification is finally hitting as their non tier 1 revenue exploded 78% recently which de-risks the heavy reliance on Comcast. Not financial advice

@JeffKramer10 @tradax4 7 years ago?

@tradax4 Been following HYLN since its IPO. Been leveraging down after the pivot and am a true believer in this tech. Buying and holding all this time. I hope they raise some capital in order to massively scale up production due to the coming demand! Navy, AF, data centers, NASA, etc.

I'd like to connect to more $HYLN and $TSLA bulls, follow me and like this post and Ill follow you back.

@Gubloinvestor I'm keeping an eye on $GCTS, $FLNC $MRAM to look for a good entry point As for buying: more $HYLN for sure

What will you buy when market opens on Tuesday?

interesting. I looked into the thesis a bit with ChatGPT, and it seems that the Edge AI and defense narrative is directionally real, but at this stage it still looks more like a growth layer on top of an existing IoT business rather than a full transition into a defense/AI platform company.

$LTRX looking like one of the most overlooked Edge AI / defense infrastructure plays in the market right now. +10.4% today on 2.3x relative volume. Testing 3-month and multi-year highs near breakout territory. 100$ stock at 7$. With Anduril IPO coming were early. A clean move through resistance could open the door to a much larger rerate toward the $400M-$500M valuation range. REPOST. BOOKMARK. SUBSCRIBE. Add to the Hunter WL. Most investors still think Lantronix is just a legacy IoT connectivity company. That narrative is outdated. $LTRX is rapidly transforming into an Edge AI compute and embedded intelligence platform focused on: • Defense drones/UAS • Autonomous systems • Edge AI inference • Industrial automation • Critical infrastructure • Smart surveillance And the pivot is already showing up in the numbers. Q3 FY2026: • Revenue: $30.2M (+5.9% YoY) • Embedded IoT growth: +22% YoY • Gross margins: ~43% • Positive operating cash flow • Debt reduced to under $9M • Drone revenue guidance raised AGAIN Management now expects unmanned/drone systems to become 15-20% of total company revenue by FY2027. This is where it gets interesting. $LTRX is becoming deeply embedded in the U.S. defense drone ecosystem through its NDAA/TAA-compliant Open-Q System-on-Modules powered by Qualcomm silicon. These modules are designed for: • Real-time AI inference • Autonomous navigation • ISR processing • Threat detection • Low SWaP deployments • Secure onboard compute without cloud dependence The company already has partnerships and integrations tied to: $RCAT $SPAI $UMAC $QCOM $TER $MTEK Gremsy Trillium Engineering Sightline And broader autonomous defense ecosystems. One of the biggest hidden connections? Trillium Engineering selected Lantronix Edge AI modules to power its military drone imaging systems. Now pull up the Anduril Ghost drone spec sheet. The imaging payload? Trillium HD45. That means Lantronix compute is effectively sitting inside hardware tied directly into one of the hottest private defense tech ecosystems in the world. And the market still values $LTRX at only around: ~$282M market cap ~$118M TTM revenue ~2.4x sales Compare that to: $ONDS ~46x sales $RCAT ~26x sales $OSS ~12x sales $TER and other edge infrastructure peers trading at materially higher AI multiples Yet LTRX generates more revenue than several of these names combined while trading at a fraction of the valuation. This is the exact type of setup that can rerate hard once the market fully connects: Edge AI + drones + defense autonomy + compliant U.S. supply chains + embedded compute. The moat is getting stronger too. LTRX expanded beyond $QCOM with $MTEK partnerships, allowing them to target multiple power/performance tiers while widening their total addressable market. They’re no longer just selling components. They’re building a full Edge AI ecosystem: • Compute • AI orchestration • Connectivity • Sensor integration • Flight systems • Real-time onboard intelligence And they’re doing it in one of the fastest-growing markets on earth. The global shift toward Edge AI is massive. More AI processing is moving locally onto devices instead of the cloud: • Lower latency • Better security • Lower bandwidth costs • Real-time autonomous decisions That trend directly benefits efficient SOM and Edge AI platform providers like $LTRX. Meanwhile, defense spending around autonomous systems and drones is accelerating aggressively. The Pentagon wants scalable, domestic, NDAA-compliant drone supply chains. LTRX fits directly into that thesis. Still feels early here. Watch volume closely above the $7-$8 range. $LTRX $QCOM $TER $UMAC $SPAI $RCAT $ONDS $PLTR $NVDA $AI $AVAV $KTOS $OSS $KRKNF $RKLB $ASTS $NBIS $NVDA $SIVE $HLIT $GOOGL

@HunterAllen4 Inshallah! I'm in since Fri

@Ribooa $LWLG will be huge bro

It took $CRDO just three days to play out the thesis I shared here earlier this week! It broke above the upper boundary of the channel and looks like it’s on its way higher. The path for $LWLG looks more challenging at this point, but with a bit more patience I believe it can go further too.