Shabach
54 posts
Didn’t even see that one coming
Shay Boloor@StockSavvyShay
$CRDO is acquiring DustPhotonics in a $750M silicon photonics deal that also includes stock. The deal expands Credo deeper into optical connectivity across 400G to 3.2T with the combined optical business expected to exceed $500M in FY2027.
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@pepemoonboy @aleabitoreddit Wouldn’t have even considered it if it weren’t for you 🫡
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@Shabach17 @aleabitoreddit Beast returns my man!!! Well done bro 👏👏
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$CRDO up, what, like ~ 35% since I posted?
I’m not a pro at this. Matter of fact, this is my first proper synthesis turned thesis.
I leveraged perplexity computer to gather my insights as part of their stock pitch competition.
Not bad eh?
@PPLXfinance
Shabach@Shabach17
Seems like the markets starting to notice the ridiculous mispricing of $CRDO AEC is now the de facto standard for intra-rack and rack-to-rack connections up to 7 meters across all major hyperscalers. Credo’s current market share stands at 88%.
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@aleabitoreddit Your take on $CRDO? Did a little research and surprised they rarely get talked about with their AEC dominance required for 0-7m AI cluster. They were down ~48% YTD when I found them but now up ~12% since yesterday
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If you want to trade hyperscaler qualification cycles…
And quantum dot like QD Laser (TYO: 6613) up 226% YTD:
IMO safest way to do it are their unknown MBE machine suppliers like $ALRIB early on.
Then pivot to pure play lasers later when they move from qualification -> volume orders.
I mentioned earlier $MSFT quantum was Riber’s undisclosed hyperscaler customer.
But QD laser (getting popular) is heavily reliant on Riber too for their quantum dot program.
I’m not a fan when it comes time to volume production (eg. $AIXA vs the actual volume producers) since machines don’t capture downstream revenue.
But if you want to benefit from capex R&D cycles… eg. QD Laser absorbing capex costs (paying Riber) to build capacity
$ALRIB, $ASML, $AIXA type companies usually hits the balance sheet much earlier so you don’t need to wait 2-3 years for production orders.
Mooni Insight 💫@Semicon_player
@PhotonCap 일본 투자계 친구들이 QD LASER 에 엄청난 관심이 있더라고 이것도 한번 집중 탐구 분석 해보면 글로벌리 아주 넓게 좋을듯 쏘니
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Seems like the markets starting to notice the ridiculous mispricing of $CRDO
AEC is now the de facto standard for intra-rack and rack-to-rack connections up to 7 meters across all major hyperscalers.
Credo’s current market share stands at 88%.
Shabach@Shabach17
Hidden Monopoly Credo Technology invented and dominates (~88% market share) the AEC market — the copper interconnect standard for intra-rack and rack-to-rack AI cluster connections up to 7 meters.
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@pepemoonboy Check out $CRDO. I’m honestly surprised they rarely get talked about when they have a near monopoly in critical layer of AI buildout. They ended up being my long after incredible insight from computer
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About a month ago I built a new portfolio around the companies that make AI chips possible.
Not the designers, but the infrastructure behind them.
The stocks: $AMKR, $PLAB, $CLS, $ASX, $FN, $ONTO
The portfolio is up 19% in ONE month.
Everyone talks about $NVDA, but the real picks and shovels of the AI chip boom are in packaging (AMKR, ASX), contract manufacturing (CLS, FN), photomasks (PLAB), and process control equipment (ONTO).
People keep asking why I chose these, so I had Perplexity Computer run a deep dive analysis on all six...
8 quarters of financials, gross/operating/net margin trends, debt and liquidity ratios, institutional ownership changes, insider buying and selling, full earnings call transcripts, beat/miss history, analyst price targets and recent upgrades, current valuation multiples vs 3 year historical averages, supply chain and geopolitical risk, capacity expansion stress tests, and a composite undervaluation ranking with the math shown.
This is not financial advice, just a deep look at a sector I believe will outperform the broader market for the next decade.
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@Shabach17 Send it over when it’s done I’ll try to check it out!
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Not all college degrees are created equal.
Many people go to college, and they don't put any thought into the degree they're getting and what the implications will be.
You need to be strategic about the degree you're pursuing, especially if your main focus is income.
I ran a full analysis on a Liberal Arts & Humanities degree.
The results are eye opening.
Here is what you actually pay (2025-26):
- Public in-state sticker price (everything included): $30,990/yr
- What the average student actually pays after grants: $21,340/yr
- Average grant aid received: $9,650/yr
That $21,340 breaks down like this:
- Tuition after grants: $2,300/yr
- Room and board: $13,900/yr
- Books, transport, personal: $5,140/yr
Tuition is basically covered. The debt comes from living there.
Here is what most students actually borrow at graduation:
- Public in-state: ~$24K to $27K total
- Mid-tier private: ~$45K total
- Elite liberal arts college: ~$75K total
Here is what you make coming out:
- Entry level: $32K to $52K
- Year 5: ~$52K
- Year 10: ~$65K
- Year 20: ~$80K
The BLS says humanities degree holders earn $50K to $68K median.
The national median across ALL workers is $70K.
Liberal Arts grads start below it.
Here is the stat that hits different...
54.6% of recent Liberal Arts grads are underemployed.
More than half are working jobs that don't require a degree.
Now the loan math at 6.39% interest (2025-26 federal rate):
- $27K debt = $304/mo for 10 years
- $45K debt = $507/mo for 10 years
- $75K debt = $844/mo for 10 years
On a $48K starting salary, the $75K path eats 21% of your take-home from day one.
The degree lifetime ROI verdict:
1. Finance: +1,842%
2. Computer Science: +1,753%
3. Economics: +1,708%
4. Liberal Arts: negative 42.78%
Liberal Arts degrees have the second worst return on investment of any bachelor's degree.
So does the degree ever make sense?
Yes. Three scenarios where it works:
1. Public school, low debt, pivot to business or sales by year 5.
2. Law school. History and English majors have an 80% law school acceptance rate and top LSAT scores. A JD flips lifetime earnings from $2.1M to $4.8M. It also adds $150K in debt. Do the math.
3. Any path where you build a revenue generating skill on top of the degree.
The degree is not the problem.
Paying $75K for one with no plan after it is.
Not financial advice. I may be missing some variables so run your own numbers.
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@pepemoonboy Well maybe an experience eye on the final product to spot any missing analysis
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@Shabach17 good stuff man! wishing you the best. assistance in what my friend?
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Shabach retweetledi
X income is life changing money for many.
This account made ₦27,000,000 (27 million naira) ≈ $17,000 – $20,000 USD from posting on X.
The average income in Nigeria is roughly $700 – $1,000 USD/year.
That means this account made roughly 20-28x the national average posting on X.
Incredible.
What are you waiting for?
lobistars🇳🇬@john322226
Only this year, X paid me 27 million naira 😳
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$HOOD when will you release this?!
Public@public
NEW: You can now build AI Agents that monitor the market, manage your cash, and execute your trades. The Agentic Brokerage has arrived.
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This was a joke fam.
My wife was with me when I had nothing.
Not a dollar to my name.
We built our empire together.
She is an amazing human and we don’t value our relationship based on how much money we have.
Family is the real wealth.
Happy Sunday 💚
Pepe Invests@pepemoonboy
You still have a wife? Mine divorced me on Friday 😅
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@itsCblast How were they so cheap? 2 years DTE for $100 < per contract? Explain
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@SreeVestments @JasonL_Capital @Lambada0426813 It’s ITM because you’re buying at a price lower than the current market price.
That means if you bought that contract at this exact moment you have to right to exercise and own 100 shares of $META at the strike price, $500 in the case.
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@JasonL_Capital @Lambada0426813 How is this ITM.., stock is still at $520 and the call strike is $500? Thanks!
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You could buy 100 shares of $META right now for $52,700.
Or you could buy the $500 call LEAP expiring January 2028 for $14,485. Same 100 shares of exposure. 72% less capital. Nearly two years of runway.
The trade:
Strike: $500
Expiration: January 21, 2028
Premium: ~$144.85 per contract
Breakeven: $644.85
If $META hits $700, this LEAP returns ~38%
If $META hits $800, this LEAP returns ~107%
If $META hits $900, this LEAP returns ~176%
Buying 100 shares at $527 and watching it hit $900 is a 71% return. The LEAP more than doubles that.
Why I like the setup:
- Revenue up 22% YoY. Advertising business still accelerating.
- Llama AI models are open source and powering thousands of applications
- Reality Labs losses narrowing as Meta Quest ecosystem grows
- Stock is down 20% from its 52-week highs
- 668 days to expiration gives the thesis time to play out
Risk is limited to the premium paid. The upside is multiples of that.
Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align.
NFA DYOR
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