@InvestingVisual They have already priced in the growth till 2030 now. Zzz
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owl_rock
34 posts
The photonics market is set to grow from $3B to $91B by 2028.
But it’s a highly technical part of the semi industry.
My latest deep dive breaks down all the moving pieces, best positioned businesses and is packet with visuals to tell the story👇
investingvisuals.io/from-3-billion…
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@AllenBinLi Holy fuck this low class peasant is bullish on a stock wow…. Extreme confidence on shorting this now
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@ZX87787107 I am buying more, and more. Your short is my fuel. Show me your short position
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@ame_chan_001 I think everyone except for your low IQ mama would know that, so you should only tell your mama this zz
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ちなみに、このロボットを作ってるFigure AI社は非上場で、Figure Technology Solutions( $FIGR )とは別会社なので注意。
Ame@ame_chan_001
すごい。この分だと数年後にはライン作業もほぼロボットに任せられそう。 物流業界では、仕分けはロボット、配送は自動運転という未来もそう遠くないかも。
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@ZX87787107 Glad to see someone is shorting FIGR, you will lose heavily
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$RKLB
OVERCROWDED WITH EUPHORIC RETAIL PEASANTS.
68 BILLION GIGANTIC BUBBLE WITH DOGSHIT REVENUE.
SUSTAINING THE VALUE ONLY ON SPACE THEME NARRATIVE.
- 3 Times rejections at Upper Trendline
- 2 Times 1.618 Fib high.
NOW : HIT UPPER TREND / EXACTLY 1.618 FIB
PT : $80.
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@TheCryptoSquire Sell the news type of move, when these retail peasants are all positioned all-in, waiting for the event to happen. Typical nothing happens type of move expected. Money is made when peasants couldn’t expect, like Semi rally.
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@aayushtrades Q2 estimates were out months ago, not that it updated after taking yesterday’s earning data into it. I guess I have to double down current short position, after seeing these noobs are long on this ticker. Gaining even max level confidence from now.
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$FIGR
analysts finally catching up.
next q estimate at 205m now.
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@JeSuisNaga @Figure Actually bad news. They saw “new, improved, astounding, innovational numbErS”.
Yet maintained the target price the same. Extremely bearish signal if you know what I mean.
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Bernstein is not changing its $67 price target on @Figure
That’s about 72% upside from current FIGR prices
Here's why analysts back this thesis:
📈 Q1 loan volumes hit $2.9B
⚡ That’s +113% YoY
🔗 Figure Connect handled 56% of total volumes
💰 Bernstein says the market is still misreading the story
🏦 This is not “just a fintech”|
⛓️ It’s a blockchain capital markets platform
The call is simple: Stop valuing Figure like a payments or lending app.
Bernstein thinks this is infrastructure and still early.
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@BrettKessler__ Unfortunately market does not give a fuck to your opinion
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Figure Technology Solutions $FIGR dropped their Q1 2026 earnings yesterday. The headline numbers look great ($167M revenue, $2.9B loan volume), but the market is completely mispricing the reality of this transition.
I believe blockchain is the future of capital markets, but this stock is a trap right now. Here is why. 🧵
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@matthew_sigel Market seems give no fuck to your thesis on Figure tech. Only to Micron and Sandisk and Nebius.
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The “Rule of 40” is a classic software investing framework:
Revenue growth % + profitability margin % = Rule of 40 score
Why it matters: sustaining rapid growth and strong profitability simultaneously is exceptionally difficult for public software companies.
>Above 40: healthy, sustainable
>Above 100: rare territory.
>Above 140: stupendous performance.
Welcome $FIGR to the 140 club 👏
Latest quarter:
>Adjusted Net Revenue growth: +90.0%
>Adj. EBITDA margin: 51.6%
= Rule of 140 score: 141.6
Good for #3 on this U.S. tech screen. Elite territory typically associated with businesses exhibiting exceptional profitability and the potential to compound at scale.
matthew sigel, recovering CFA@matthew_sigel
Worth the wait to check out the sightlines of this yacht ⛴️ $FIGR +4% after hours to $40+ Revenue: $167M vs. $159.5M est (beat) Adj. EBITDA: $82.7M vs. $80.2M est (beat) EPS: $0.18 vs. $0.23 cons (miss) Details --> --- >Net take-rate flat sequentially at 3.8% (+20bps y/y) despite two growing products that generate less revenue per dollar of volume (Figure Connect and first-lien) both taking more share. >Figure Connect hit 56% of marketplace volume (vs. 54% last quarter); first-lien reached 20% of production. (Figure Connect is the exchange business: third-party lenders originate, Figure runs the marketplace and clips a fee. No balance sheet. Take-rate holding through that mix shift is consistent with an emerging moat. ~80% contribution margins. Lower revenue per loan, almost pure profit at scale. Very high multiple business.) --- Speaking of partners: 387 active (+26% q/q). Notable adds include Flagstar Bank (top 35 US bank by assets, launching Q2) and the country's 6th largest mortgage lender. Banks are onboarding. Network effects are not theoretical anymore. --- For the first time, $FIGR provides quarterly guidance: >Q2 Consumer Loan Marketplace Volume: $3.8B–$4.1B vs. Q1 actual: $2.9B >Implied 31–41% sequential growth >April prelim printed $1.34B, tracking toward the guidance. >The fact they're guiding at all = High-multiple statement. The business is predictable enough to commit to. --- The EPS miss: SBC at $25.9M vs. their own $21M guidance "over the next few quarters" from the Q4 call. To be fair, it's gliding down from ~$40M in Q4, but maybe slower than guided. Not a business miss, but annoying given it's the same issue as last quarter. Cagney has said it's mostly his shares, so he should just tweet out the number so we don't have to deal with the "miss". Call tomorrow 8:30am ET
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@danielnewmanUV By judging you use the term “oppOrtunitiy CosT” , I see you are a Typical FoMo retail peasant noobshit.
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$SOFI has a great business, and I remain convicted that the company's long-term valuation will eventually be appreciated by the market. However, the opportunity cost of owning SOFI right now is becoming massive as it has completely been absent from this melt up.
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@growthrapidly None of those already known beta bullshits. A ticker that you do not know, will do a firework, which you will definitely miss.
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@TheRayMyers None of those bullshits. Some tickers you and any of retail peasants do not know. That is the “bEst BuY” which you will surely miss.
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@CryptoGodJohn Your the genius bro… i guess your net worth is about 100M usd…
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$BTC
A lot of people getting max bullish now - but I think this is a good time to take partial profits off longs from the lows as we just swept range highs if you have been following along
Saylor STRC will be disabled starting tomorrow when STRC begins paying it's dividends to it's clients.. I think without a Saylor bid we can have a healthy retrace before attacking higher
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@itsnotalistaire @yuriymatso Wow, you’re good at this… people tend to only see what they want to see… proly the poster did see one iHS, while you objectively saw several others along the way down… good point man
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