Rperez69

@domiliebtgabi14 There are always older ideas that still have room to play out if the original thesis remains intact. The hardest part is separating a stock that’s already run from a story that’s still early. Are you on Serenity’s Telegram channel? Search Telegram for “AleabitoTG”.I’ve been glued

@aleabitoreddit Do you have some similar older stock picks, you still believe in and want for them to rise accordingly?

Ur welcome with $IQE

@Dmytro_Lebid That’s a fair read. Early hype often gets followed by volatility before price discovery stabilizes. I’m watching it closely too and following the flow discussions on AleabitoTG on telegram, they’ve been pretty useful for timing these kinds of moves.

@aleabitoreddit I believe $SPCX could see a significant correction post-IPO. It might take about a month or so before we see a solid entry point for this asset.

Woah, Frankfurt Bank strategists say: 8% of US current-account deficit could be refinanced in a single day by overseas demand for SpaceX ( $SPCX ) shares. Excited to see how markets react around a Mega-IPO... Don't think there's been any historical precedence like this yet?

@OnTheBallGames Sometimes the most interesting opportunities only start standing out when the pieces begin coming together and the market starts paying attention. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. I’ve been glued

@aleabitoreddit I have been following your account for a while & am surprised you never mentioned $SIVE before

$SIVE is my favorite CPO / photonics stock after AAOI. Partly because it's Swedish and you have entertainment from comedians over there. Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air. To said $SIVE CPO applications are imaginary. Right after $GFS just made $SIVE their reference laser. (Just for some context to newer readers: Lot of people in Sweden can only look at past 12 month revenue, and don't understand concepts of forward growth) Also because they don't understand that no CPO application has scaled up yet at all. So Swedish hedge funds keep going short (with many of their hedge funds like Colosseum / Origo heavily underwater). But... for the technical readers... from H2 2026 to 2028, it goes from near $0 to $91B TAM in 1 1/2 years. (we're entering H2 now). Overall TAM hits $141B (which is also 10x+ or so in 1 1/2 years)... and $SIVE has scaled into pluggable market with $JBL + other unnamed pluggable players with that too. Probably not going to end well for the local Swedish firms, shorting right before the largest inflection points ever hits for $SIVE. Just a matter of time before volume ramps.

@HStigerEDC Chinese equities have been getting a lot more attention lately, especially where AI, semis, and stimulus driven sectors are concerned. Some interesting setups are starting to emerge. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. I’ve been glued

@aleabitoreddit 你不是说要分享一些中国股市的东西吗

$SIVE looks like both a chokepoint and a bottleneck for CPO next year. Keep seeing information published from nontechnical people who miss any nuances. Here’s the reason why: 1. CW lasers are bottlenecked signaled by $LITE earnings. Laser fabs are heavily allocated to EML likely from former $NVDA contracts. -> Sumitomo/Furukawa = bottleneck -> Win Semi = bottleneck $SIVE does fab-lite, so are they a bottleneck? Yes, $SIVE sits in the laser bottleneck since control output supply of CW lasers from Win Semi and other fabs from allocation way early on (CEO stated they working with more capacity from other players as well). Perfect example is Kioxia/Sandisk. $SNDK controls NAND output, so they’re a bottleneck because they control final pricing. Demand exceeding supply from Ayar, Jabil, other pluggable vendors + Nvidia NVLink CPO ecosystem… final laser supply owned by $SIVE makes Sivers a bottleneck. $SIVE is also likely primary/sole source for Jabil, Gen-1 Ayar, $MRVL Celestial, and other hyperscaler asic/merchant CPO routes. So no way to get around it (can’t hot-swap single channel cw lasers with Sivers) 2. $SIVE is a chokepoint over CPO. $NVDA use $COHR, $LITE (which likely sources external cw capacity from Japanese competitors) $AVGO is likely vertically integrated as well. However: the entire ecosystem around it from ASIC programs (Marvell, AlChip, etc) and merchant programs (Ayar, Lightmatter, Lightelligence) Are all likely designed around $SIVE. Ayar for example, likely tried to multi-source with $MTSI / $LITE back in 2022 but their lasers probably couldn’t match the level of Sivers specification with arrays (removed Lumentum / Macom from their supply chain site recently) If there’s no alternative at least for the initial generations (obviously they’re working to multi-source). That makes $SIVE a structural chokepoint to go through for lasers. Even if you look at the 1.6T LRO $JBL designed, they achieved a “drastic moat” with performance built around $SIVE likely sole source. $SIVE is also the foundry level reference laser design for $GFS, which your hyperscalers use like $AMD (likely using Sivers + maybe Ayar for gen1): If every major player, who hasn’t achieved vertical integration (Nvidia/Broadcom) is using Sivers for CPO… That makes them a chokepoint. Just look at the entire CPO $NVDA NVLink ecosystem partners: every single one are all likely using Sivers. And they all use $GFS as well (where Sivers is default reference). So $SIVE is both a chokepoint and bottleneck when CPO really scales up H2 2027, over one of the biggest architectural shifts of all time (near $0 -> $81B or $91B TAM in the next 1 1/2 years from GS research note) This is why I say $SIVE looks like it could be the next $75B $LITE over the next couple years. All of this should play out next year. And it’s still trading less than a company with $50M in purchase agreements that buys Sivers lasers to repackage them.

@BaccariAnthony Exactly. People call it shilling when it’s going up and disappear when the thesis keeps playing out. Are you on Mike’s telegram channel? Search on telegram “MikeAlfredCalls”. I’ve been glued to the channel.

@mikealfred They said Mike is shilling. When it dropped back to 13 ish last year they laughed and said it was over even though it already went up well over 1000%. The adhd and attention span of "investors" is borderline blasphemy.

@AsianbeBlazin That’s the kind of energy I’m building toward, honestly. A place where serious minds can study the market and grow together. You should stay glued to Aleabito telegram channel. Search on telegram AleabitoTG. I’ve been glued

@aleabitoreddit I’m waiting for you to open up your hedge fund.. plenty of people will come work for you and study stocks 24/7.. 🥲👍🚀

There we go. My CPO longs in Taiwan are finally starting to take off today. Shunsin +10% Foci +10% Xintec +10% Just waiting on Win Semi, Msscorp, and Nextronics to catch up.

@sokarsokk Fair observation. I’m positive on XFAB, but conviction isn’t equal across every name. Some setups simply have clearer catalysts and visibility than others. Worth following the discussion on AleabitoTG. Search AleabitoTG on Telegram, I’ve been glued to the channel.

@aleabitoreddit Bro am worried on $XFAB . U dont sound as bullish as the rest of the names u mention

And a few months later... my $EWY leaps are now up 485%. From IV expansion and directional memory longs. Unfortunately I did see a lot of people sell during the Iran volatility, due to doomposting everywhere on X. But returns going long on the memory sector from Samsing SK Hynix / $MU have been absolutely disgusting to watch. If you can model Samsung / SK Hynix becoming the most profitable companies in the world in 2028... Maybe it's a good idea to just embrace the volatility and let that thesis play out.

@ouro_bouros12 Fair point. Valuation debates are what make markets. I’ve seen some interesting takes on both sides. Are you on Serenity’s Telegram channel? Search AleabitoTG on Telegram. I’ve been glued to the channel for different perspectives on trades like this.

@aleabitoreddit I don't understand the valuation. It's looking pricey even if we assume everything goes perfect. Long 9984 short ARM

Can’t believe $ARM went straight from $134 to $354 when I took positions. The ~$15B annual revenue coming from these cool name AI CPUs seemed a bit insane at the time. At Computex, looks like $NVDA is unveiling new ARM based processors too. Counterpoint them shows them dominating AI ASIC servers by 2029, projections which is crazy… GPU:CPU ratios are requiring more and more CPUs. Seems like they have everything going for them?

@UnderKeeI That’s how disruptive trends usually play out. By the time the crowd realizes the opportunity, a lot of the upside has already been captured. Are you on Serenity’s telegram channel? Search AleabitoTG on Telegram. I’ve been glued to it

@aleabitoreddit $RKLB Space infrastructure is still in its 1990s internet moment. Most people won’t take it seriously until it’s already happened

Okay chat, it’s been awhile since the previous one. And a ton of names from $VPG to $ASPI cooked. So crowdsourcing a new list: What’s your highest conviction ticker that you think can 10x in a short timeframe, and why?

@Crisb2708 I’d be careful about going all in on any single stock. Concentration can create huge upside, but it also increases risk. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Lots of portfolio and risk management discussions there

@aleabitoreddit Should I sell all my shares and use the money to buy only $SIVE?

I think $SIVE should just become a full American company, and use NASDAQ listing as the first step. > US cap table / large ownership + US CHIPS act support already > larger valuation premiums + M&A opportunities. > local Swedish media blatant disinformation from underwater short sellers, isn’t helpful for AI photonics growth > lot of more funding opportunities + support from US institutions / funds / indexes By preserving EU efforts under a subsidiary and having a US parent company. This helps Sivers become a major US optical player, not just a Swedish semi trying to explain itself to local markets that doesn’t understand. I do think management sees a path forward for $SIVE to become the next dominant US photonics giant like $LITE.

@kittendong Yeah that makes sense. Glass feels like an enabler, while CPO is more of a system level shift. If both ramps play out, it could be an ecosystem expansion rather than winner takes all. You should stay glued to Aleabito telegram channel. Search on telegram “AleabitoTG”

The timing is debatable, but the bigger picture is hard to ignore. Whether the real ramp starts in late 2026 or 2028, glass core substrates look like one of the few packaging trends with genuine step-function growth ahead. I’m with you on CPO though. Glass substrates improve the highway, but CPO changes the entire transportation system. Both can win, but the upside curve for CPO still looks steeper to me.

@naimao177 I know that feeling. Nobody times every entry perfectly, and short term price action can be brutal. If the thesis is still intact, patience usually matters more than the entry. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG” I’ve been glued

@aleabitoreddit After listening to you, I bought this stock at the highest point, and now it has fallen by nearly one. $AXTI 😷😷😷

I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG. After getting wiped 25-60% of their portfolio. Meanwhile all the AI names from $SNDK to $AAOI are casually up 200-1000%.

@Mikewnwo Yeah, timing and positioning updates are what everyone watches for. A shift to long would definitely get attention. Are you on Mike Alfred’s telegram channel? Search “MikeAlfredCalls”. I’ve been glued to the channel and that’s usually where moves get discussed first.

@mikealfred Please let us know if you decide to go long at any point

@MMIV_Capital Happens all the time in these momentum plays. People panic sell expecting others to do the same and end up creating the dip themselves. You should stay glued to Aleabito telegram channel. Search on telegram “AleabitoTG”. Been seeing great trader psychology discussions there

@aleabitoreddit People are actually selling on ”selling the news” triggering the exact thing they trying to avoid

$SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next $80B+ $LITE one day from ~$2.1B. And I personally have plans to acquire more ownership + support their M&A prospects. I believe earnings transcripts will be strongly positive. As in the part few months we’ve discovered: > AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in > Wiwynn + Ayar CPO scale up > $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce) > O-Net scaling up ELS efforts with $SIVE > $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes > New CHIPS ACT funding for $SIVE > $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source) > information discovery around $AAPL using $SIVE lasers for next gen consumer devices > information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers. > Celestial volume ramp with $MRVL indicators. > new customers working on TFLN with $SIVE like Lightium > $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers > Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source > Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc) > pluggable TAM expansion signaled from 2025 annual report > Nasdaq listing expected soon > MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers > M&A signaled from 2025 annual report + 2 new board members that have experience in that area > $NOK as likely customer from 2025 annual report. > $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector. All of this market research was done before earnings. Any results is just confirmation of supply chain mapping done. I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward. Only thing I’m looking at are: > TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments > volume ramp expectations from existing companies > Nasdaq listing timelines for more liquidity to support their M&A efforts > any new customers signaled for CPO/Pluggables

T-zero is currently 5:30 Texas time

@mjhuo888 Momentum’s been crazy lately and the upside still feels strong if the trend holds. You should stay glued to Serenity telegram channel. Search on telegram “AleabitoTG”. Been catching some solid market takes there

@aleabitoreddit 将会张的越来越猛，期待继续拉盘，赚到手软

Look who joined team $NBIS. 5.6% is a pretty massive stake, maybe he realized by now it’s miles better than the dumpster fire that is $IREN. That being said: Nebius is now up ~3x since I went long last year. Weebius has plot armor.

@rulesnorulers those are always fun days to wake up to. Nothing shifts sentiment faster than fresh highs. Are you on Mike Alfred’s telegram channel? Search “MikeAlfredCalls”. I’ve been glued to the channel and the market energy there has been great lately.

@mikealfred Happy ATH day sir

Interesting commentary on CIFR from Cantor Fitzgerald today

@Foldnow1984 Hyliion Holdings is getting attention because distributed power could become a massive bottleneck solution if demand keeps exploding. Are you on Mike Alfred’s telegram channel? Search “MikeAlfredCalls”. I’ve been glued to the channel

Trillions will be rotating from the first wave (microprocessors) into the next wave - POWER. Anything and everything having to do with distributed power is the next wave. Look at $HYLN, next $NVDA. Generates distributed power from any fuel as cheap as 3 cents per KWh, and scalable.

@SandyFer0919 CleanSpark is solid but still tied heavily to how Bitcoin moves, so timing really matters with it. Are you on Mike Alfred’s telegram channel? Search “MikeAlfredCalls”. I’ve been glued to the channel and it helps me stay sharp on names like this.