Mohan

988 posts

Mohan

Mohan

@SukumarGmdv

Investor actively searching for 100x gems

Denmark Katılım Şubat 2022
318 Takip Edilen153 Takipçiler
Mohan
Mohan@SukumarGmdv·
$WYFI gonna break out parabolic soon? Looks like it.
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Mohan
Mohan@SukumarGmdv·
$JUNS could fly today. They have good news
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Mohan
Mohan@SukumarGmdv·
If u missed $GOVX and $VRAX, don't miss $CODX
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Mohan
Mohan@SukumarGmdv·
$FLNC wow , fluence energy absorbed all the 20 million shares sold by Siemens. Closing tomorrow. This could go big soon.
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Mohan
Mohan@SukumarGmdv·
$MOBX entering into rare earth's. Interesting. Opening a position.
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Mohan
Mohan@SukumarGmdv·
$CAN , Canaan will be my next 10X opportunity. Heavy insider buying and $CIFR owns 7% of the company. I sense something big is coming.
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Mohan
Mohan@SukumarGmdv·
@aleabitoreddit Crazy valuations. They will come down before another leg
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Serenity
Serenity@aleabitoreddit·
I think many people are surprised to learn that stocks don’t move in a straight line up. Today: Laser companies from $LITE to $SIVE to $AAOI are down -8.0%, 10.2%, and -4.38%. Taiwan limit down -10% on CPO names like MSSCorps, Shunsin, and adjacent like Win Semi. $AXTI and $SOI are down -7% and -10.2%. After $LITE reported earnings. Pretty sure markets missed the heavy nuance that this was extremely bullish for CPO names like $SIVEF or Shunsin from the earnings transcript, but algos sold off everything optical. This is still the very beginning of the entire CPO supercycle curve. Before any volume ramp.
Serenity tweet mediaSerenity tweet media
Serenity@aleabitoreddit

Just for the visual learners about CPO: This is what the CPO market growth looks like from GS + $LITE transcript confirmations. There's certain names that are very high-beta correlated to CPO. Maybe... not the best idea to copy firms named after Orange Peels on $AAOI to $SNDK to short names. At the very beginning or middle of supercycles? Especially if you're retail, live in Europe, and only look at last 12 months revenue instead of forward growth.

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Mike Alfred
Mike Alfred@mikealfred·
Connected with an incredible group last night: Justin Blau, Phillip Lord, Michael Saylor, Brandon Lutnick, Phong Le, Frank Holmes, Gary Vecchiarelli, Salman Khan, and more. Interestingly met @jbelizaireCEO, CEO of Soluna, for first time. Very credible. Bought 100k shares just now
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Mohan
Mohan@SukumarGmdv·
@midascabal You don't know yet. You're gonna push from our suggestions
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Midas
Midas@midascabal·
I found the next hidden AI bottle neck stock like $SIVE at $1 and no one is talking about. Just like I called $NBIS at $20, $ONDS at $1, $ASTS at $20, and many others. It’s under $1B market cap. Guess what stock I’m talking about.
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Mohan
Mohan@SukumarGmdv·
$SLNH $SRFM.. Upside is gonna be phenomenal.
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Mohan
Mohan@SukumarGmdv·
@wliang You nailed it this time. I thought it'd go down or stay flat like ONDS did last month. I was wrong
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