Mr F
9 posts



Today’s $SIVE rally is exciting, but honestly, this is what truly made my day. 🍻
I want to take a moment to be transparent: behind this account is just a regular person with a massive passion for deep-tech. I spend hundreds of hours digging through filings, patents, and transcripts.
While I use AI as a powerful tool to help synthesize and structure the massive amounts of data I collect, the curiosity, the hours of digging, and the conviction are 100% human.
I’ve never asked for anything, so seeing that some of you found your way to my "Buy Me a Coffee" to buy me a beer really caught me off guard. To those of you in the screenshot and everyone else supporting the research—thank you. It genuinely means as much to me as the green candles on the screen today.
Appreciate this community more than I can say. Cheers! 🥂⏳🔥
$SIVE $SIVEF #DeepTech #Investing #Community #Sivers

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Finishing up my write-ups for two new positions I took over the last couple of weeks:
1. World’s #1 industrial-grade SSD provider + top 10 global DRAM supplier at under $5B MC
2. ASIC designer + turnkey supplier qualified by $TSM at $150M MC
Any guesses?
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@aleabitoreddit Which would you recommend between towcf or Lpkf? Thank you
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I’m personally a fan of the functional monopolies.
Here’s 6 of them that I own.
1. $TOWA (6315) - HBM4 Compression
2. MSSCorp (6830) - CPO Inspection
3. $LPK - Glass Core Substrates
4. $SOI - Silicon Photonics Substrates
5. $AXTI - End-to-End (mineral, refinery, production) InP substrates.
6. $ALRIB - Quantum / MBE (hybrid level systems).
I can’t give recommendations. But for me personally, I wouldn’t buy all of them today eg. AXT until there’s clarity over share authorization + it ran like 1000% already within a small timeframe.
But just thematically as you’ve seen, they tend to outperform so I’m holding all regardless.
There’s a lot more of these out there that you should definitely research yourself.
Always better to teach the thought process so people can do this themselves.
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@RJCcapital Question: How much did you put in for 2m in less than 2yrs?
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Thank you for all the love and care you have shown my brothers. I didn’t even realise how special they are. I’ll just be walking with them and cracking jokes with them, not even knowing God kept me in the presence of great men. 100% it’s tough for me, but I know it’s even tougher for their parents ❤️ I have a strong mind, and I believe God knows their hearts. May God have mercy on my brothers 🙏🏾

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