Diana

799 posts

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Diana

Diana

@Sukimoto

Phoenix Katılım Nisan 2009
603 Takip Edilen196 Takipçiler
🐧
🐧@pennycheck·
Important: Deleted previous tweet quoting schmid supplying glass core substrate to corning, after listening again to the call it's clear he said covington in the US (which is a Absolics facility in Georgia) When I copied it into Claude it switched it to Corning. My sincere apologies I try my best to double and triple check when using AI that everything is 100% accurate but I should of went over the call again to double check. Will post updated chart of where Schmid sits I am able to double check everything in the transcript with re-listening to the call
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Diana
Diana@Sukimoto·
@WisemanCap Apex on Netflix, cannot go wrong with Charlize Theron. Action packed & suspenseful.
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Kaushik
Kaushik@WisemanCap·
Any must watch new movie or series that is streaming now?
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Martin Millette
Martin Millette@MartinMillette·
@aleabitoreddit I only own a few shares of AOI and my cost per share is around $100.00. Is it worth adding more shares at 157 or have I already missed the boat on this one?
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Serenity
Serenity@aleabitoreddit·
$AAOI reported earnings, it's actually extremely positive so far contrary to market reactions. Like all 2027 hyperbolic forward growth companies: Nobody should care about current financials. Key things market missed was: AOI: hit They hit 100K units/month capacity for 800G transceivers. And: -> "Significant larger growth expected starting in Q3 as capacity comes online" If you do look at financials: It's ~29.2% non GAAP gross margin on ~$151.1M revenue, guiding $180-$198m Q2. We already know from Lumentum earnings that it's more of capacity bottleneck, not a demand one. And anything they make they sell out. It's a forward growth story, so important thing aside from these notes is the earnings call on hyperscaler demand implications and capacity ramp.
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Diana
Diana@Sukimoto·
@bubbleboi Those are good, I eat mine with ketchup 🤷🏻‍♀️
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bubble boi
bubble boi@bubbleboi·
In the weird mood for a filet-o-fish sandwich.
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SixSigmaCapital
SixSigmaCapital@SixSigmaCapital·
What are some ways you use AI in your investing and trading?
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Serenity
Serenity@aleabitoreddit·
@ISITrading2717 Nope, I stand by my words. I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE. And now $IREN community member IQ.
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Serenity@aleabitoreddit·
I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world.
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Diana
Diana@Sukimoto·
@salmaogs SELLING TOO SOON…🤬😩🤷🏻‍♀️
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Salma
Salma@salmaogs·
What’s one habit you KNOW is hurting your trading but you still do it? Be honest
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Diana@Sukimoto·
@ParadisLabs I am so appreciative of all your knowledge..
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Paradis Labs
Paradis Labs@ParadisLabs·
I spend hours/days compiling research on stocks...then give it away for FREE Yet people still complain? So entitled. Actually, I'll tell you what - sign up to a Discord service and pay $2,000 a year.
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Serenity
Serenity@aleabitoreddit·
Woah, the $HOOD gold card is sexy. Long Robinhood?
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Serenity@aleabitoreddit·
@MoreyMuse Empresas CMPC trades at ~7.8x fwd p/e. Its "Softys" division manufactures tissue and paper napkins in latin america. It's known for solving the major supply chain bottleneck between the bathroom and chitotle pinto bean burritos.
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Serenity
Serenity@aleabitoreddit·
am i that powerful? pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care. When $SIVE is the light source for $JBL and $MRVL at ~400m... and trades at like 1/4th the valuation of something more speculative like $LWLG. while all the other CW DFB companies like $MTSI or $LITE are all in the tens of billions. Information ends up drawing people's attention, not the person.
Mr.MCAP@MisterMCAP

@PhotonCap @Semicon_player @aleabitoreddit When @aleabitoreddit posted about $SIVE it became the most traded stock on the Swedish stock market. Larger than industrial giants like ABB. Crazy what happens when American capital starts flowing in.

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VZ
VZ@vz921·
Something I love and hate about X at the same time. The more you engage with content, the more the algorithm feeds you exactly that. Which sounds great – your timeline becomes relevant, you find your people, you see more of what you care about. But in investing it creates a real problem. X is genuinely useful for gauging public sentiment on a stock or sector. Except the moment you start engaging with content around a name – say $SATL or $LUNR – the algorithm starts feeding you more bulls on those exact names. Your sentiment read gets completely distorted. You’re not seeing the market anymore. You’re seeing a curated echo chamber that reflects your own views back at you. Worth keeping in mind every time you think “everyone is bullish on this.”
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Diana
Diana@Sukimoto·
@vz921 Thank u for the update.🤝
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VZ
VZ@vz921·
$LUNR trade from late last week just closed out. Here’s how it went. Monday everything was red. My short term $20 call dropped over 80%. Instead of panicking I bought one more for $8 – basically nothing. Thesis: LUNR was oversold and due for a violent snap back. Yesterday LUNR ripped over 10%. Today another strong day. Sold one contract this morning for $80 to remove all risk from the position. Sold the second just now for $107. $131 profit on $56 in total cost. Not life changing money but the process was exactly right – size the risk to what you’re willing to lose, hold conviction, scale out on the way up. Still holding my longer dated LUNR calls. This was just a quick trade around the core position.
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Diana retweetledi
Guardian Research
Guardian Research@thegresearch·
160 year old family business Tech? Real. Order book? Building. $SHMD is shipping systems to tier one customers for advanced packaging and AI infrastructure. I want to own this tech and claim to the future earnings. Badly. Cap structure? Getting my ass kicked. Convertibles, XJ dilution at $2.15, 95M registered for resale, earn out overhang, 1.9M insider sales at a loss. One could say retail is absorbing the dilution while the family retains control. Again, I am long and will remain long. But do better 160 year old family business.
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Honey 🛼
Honey 🛼@honeymoon250·
6 for me!! I feel confident nobody Has all 20 How many for you?
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Diana
Diana@Sukimoto·
@G_Heat11 @pennycheck And VELO, and, and, and….sorry can’t think of them all right now, but I know there are more.
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🐧
🐧@pennycheck·
The company with battery tech tesla spent 10 years trying to steal that now has full rights and ownership cleared for the IP buried in what the mkt views as a Funeral Home company is one of the coolest pitches i've heard in some time...
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Wealthmatica
Wealthmatica@wealthmatica·
I just tried the AI Portoflio reviewer on Blossom for fun… I feel personally attacked by this AI 😂 It knows… it knows. $ZETA
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Diana retweetledi
SoFi
SoFi@SoFi·
Today, SoFi and @Mastercard announced an enhanced partnership to enable SoFiUSD as a settlement option across Mastercard’s global payments network. “SoFiUSD as a settlement currency across Mastercard’s network enables issuers and acquirers to help millions of businesses instantly settle transactions, 24/7.” – @anthonynoto Join us as we build for the next era of finance. Learn more here ⬇️sofi.com/crypto/sofiusd/
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Penny2x
Penny2x@imPenny2x·
Without Elon, America wouldn’t have electric cars, rockets, or free speech. The West was silently in self destruct mode, and he woke up millions. It’s literally impossible to overstate his effect on human history. It’s so cute when midwits get mad about his money.
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Michael New
Michael New@Michael_J_New·
Hey @SouthwestAir Assigned seating needs to go the way of: -The Dodo bird -The Yugo -The Ford Pinto -Harley Davidson Perfume -Cheetos Lip Balm Please Bring back open seating ASAP!
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