TS10
832 posts
TS10
@SamsTi09
Private Fund Manager | Managing my Portfolio | Stocks • BTC • Real Estate | Building TS10 Quant Systems
Basildon, East Katılım Nisan 2009
1.8K Takip Edilen572 Takipçiler
I’d love to see £100k in my stocks and shares ISA before the new tax year next April.
Circa £85,500 rn. Reckon it's doable?
English
Building out a new position in $SIVE
Anyone else hold?
English
SubQ just dropped efficient AI that handles 12M tokens cheaply.
Some panic: “Fewer GPUs needed = bad for $NVDA or $AMD
Reality: SubQ is renting fleets of Blackwell GPUs right now. Cheaper AI = more usage, bigger projects, exploding demand.
Like efficient engines → everyone drives more. Long-term win for semis. Efficiency grows the pie, doesn’t shrink it.
English
$POET Technologies announced the cancellation of ALL purchase orders from Celestial AI $CLS which was acquired by Marvell Semiconductor. Marvell $MRVL provided written notice on April 23 cancelling everything — including the initial production units first announced back in April 2023.
POET is almost down by 40%.
English
I want to connect with more UK investors !
If you’re 🇬🇧 and also interested in investing , personal finance and crypto then let’s connect ! 🤝
#ISA #UK #Investing
English
What a way to start the day as a long-term $CRDO holder!
Credo agreed to acquire DustPhotonics , a leader in Silicon Photonics PIC technology for $750M cash + stock (with potential earnouts).
This move creates a fully vertically integrated connectivity stack (SerDes + DSP + Silicon Photonics) for next-gen AI data centers and hyperscale networks.
Stock popping nearly 20% pre-market feels validating after holding through the journey! Expecting this to be highly accretive to earnings in FY2027.
Still super bullish on $CRDO position in the AI infrastructure boom.
English
$POET This tiny photonics stock could absolutely EXPLODE in the AI data center boom!
$POET is solving one of AI’s biggest bottlenecks: moving massive amounts of data between thousands of GPUs. Old copper just can’t keep up — too much power, too much heat. POET’s Optical Interposer platform uses light-based tech for faster, cooler, more efficient connectivity.
Momentum is building fast:
• Targeting over 30,000 unit shipments in 2026, with high-volume production ramping in Q2
• Massive $430 million cash runway (multi-year funding secured)
• Fresh strategic partnerships with Lessengers (1.6T 2xDR4 transceiver for AI clusters — samples Q2 2026) and LITEON (next-gen optical modules for hyperscale data centers — prototypes late 2026, volume 2027)
With AI spending still exploding, POET looks positioned for serious growth. High risk, high reward — but the setup is getting very interesting.
English
Seeing this rally with the straight staying closed and Iran negotiations failing is a bottom signal if I've ever seen one
English
Applied for a job at Revolut. Got rejected within minutes.
I'm not in my 20s anymore, and honestly, if I were them, I wouldn't hire me either.
I would keep a useful idiot like me on the outside doing what he does best.
Anyway, Revolut is still hunting for a Global Social Media Manager :
revolut.com/careers/positi…
English