Singularity Research

$AGRO

@DeNebulord $AXTI $SOI.PA $IQE Read his thesis for each and they all are sound. More than the stock price, it’s the process that I look at and they all solid

$ssys was a big one. Literally came out the next day and said oops nvm. I can smell a pattern when I see one, I’m not keeping count of all the rugs but it’s not just me saying this. Larger respectable accounts know this to be true. Instead of me trying to dig thru the shit if you think they are so great why don’t you prove me wrong and name 3-4 microcaps that did well 1 week after he pumped them

If Serenity just stuck to $axti $rddt and a few other picks, nothing would be wrong with their account It is the fact that every week they are pumping and dumping $200m microcaps on BS “research” and then often the next day saying “oops my research was wrong” and the stock rugs 10-20% If you are defending this guy, you are either clueless or an engagement whore But honestly if you are defending him for engagement you look like an even bigger idiot than if you were clueless

@JonahLupton @PatrickMoorhead The last I heard was in 2023, the price was $50k per 8xH100 Some took Business class flight from SF to Taiwan and then Taiwan to China

@PatrickMoorhead I wonder how much those 3 people were making from this smuggling operation? I heard $2.5B in chips so maybe they were getting a 3-5% kickbacks so they might have made tens of millions each. Obviously I have no clue, just guessing.

From $SMCI. Not a good look. “The individuals charged are Yih-Shyan "Wally" Liaw, Senior Vice President of Business Development and a member of the Company's Board of Directors; Ruei-Tsang "Steven" Chang, a sales manager in Taiwan; and Ting-Wei "Willy" Sun, a contractor. Supermicro has placed the two employees on administrative leave and terminated its relationship with the contractor, effective immediately.”

@GarciaPere10031 @aleabitoreddit I did read his thesis on incorrect inventory - which was correct If they achieve profitability by next year - it can 2-3X from here based on revenue ratio of competing companies

@SingularityRes @aleabitoreddit Since he bumped $VLN a few months ago the stock was down -50%...

I don’t understand the hate @aleabitoreddit is receiving He finds stocks that no one is talking about. People criticize him about pumping small caps but the thesis for each and every one of them is accurate He has talked about microcap stocks that even Citrini talks about. But no one is criticized Citrini. Some stocks play out and some don’t - that’s the game, but the thesis he provides for each and every one of them is accurate

@HotAisle Last year DP was saying Nvidia was specsmaxxing their GPU Today Jensen Hwang said DP told him that Nvidia was sandbagging their performance I don’t know how DP was able to say one thing to the world and totally different to what he said in private

I hope MC replaces semianalysis.

@usppdd Highly unlikely he doesn’t know what is happening

They waited for $NVDA GTC to be over before prosecution $SMCI

Nothing new. A US military personnel did it way back in 2018

$TMDX did 34 flights and grossed an $2,312,000 (est) in the last 24 hours. They are on track to do 2,552 flights and gross $173,536,000 (est) this quarter. Link - singularityresearchfund.com/tmdx-tracker Disclaimer: This information is for educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice, and you should not treat any of the content as such.

Been using all models recently like gemini, chatGPT etc. But nothing beats Claude Opus 4.6. Nothing comes close too.

@WisemanCap Israel president said no nuclear capabilities in Iran

Why are we pumping?

BREAKING: Current status of Fear & Greed Index

@insane_analyst Isn't $nok also building a 6 fab in San Jose next year?

There is a running joke within industry and I think its not a joke lol.

I went into a deep rabbit hole of how US attack (their weapon etc.), Iran warfare, how their last leader split the country into 23 factors with individual autonomous before his death and various attack strategy. Then I came across that attacking oil field is economic damage, but real damage will be attacking water desalination plants (humans can't live with water even for a few days), target a few water plants and the whole nation is gone. Add mercury in your drone, when it attacks water plants or gets intercepted, a part of the mercury will get into the water supply at the limit is 2 gm per million liter - the plant is stopped and citizens would suffer I don't think civilians should suffer - but you never know what can happen in a war

@SingularityRes dude how do you even come up with these scenarios like that's seriously next level thinking?

We are just one drone strike by Iran at a Middle East desalination plant (already did in Bahrain) with mercury in it from World War 3

@nimesh3t Ill probably buy stock after they do a dilution

This stock will test patience, i will hold my shares for now Call summary : Have 1mw demo order from Vertiv, discussing with others as well Vertiv may give like 25-50 mw of order if demo is successful Updating agrrement with Vertiv on timeline etc.. 1/2

@Noalgos Outside my control man

@SingularityRes hope not

This didn’t age well Update: Rerating did happen in the anticipation of the deal, and not after the deal

@CapstackCapital It was not at $5-$10 when I tweeted this I thought rerating will happen after the deal. But it happen before If fast takeoff happens in AI in 2027, it is still cheap. Else, it’s a shitco

@SingularityRes $IREN is pathetic. All of them are.