Juice Box

@aleabitoreddit That makes sense…so SIVE still the highest upside of the CPOs?

@_juicebox99_ I don't see FOCI becoming a $50B+ company. They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives structural re-rating related to MC. Not quite the same as the US model of TAM expanding into $100B+ companies.

For $SIVE to become the next $80B+ $LITE. Sivers is the current laser kingmaker of the optical transition to CPO and 1.6T. They basically supply lasers to the leading players in the CPO space. From likely $MRVL Celestial, Lightmatter, Lightelligence, $POET, and others for CPO. before they got big. And now with large players like $JBL for 1.6T LRO + more test/qualifications underway for pluggables. They've finally solved the Catch22 problem, and have the attention of the market to pull off foundational CPO related IP acquisitions downstream on NASDAQ listing (or now with equity). And expand revenue as much as possible from the laser source into: -> Optical Engine/ELS value. -> Optical Transceiver IP Just like $LITE did to drive their valuations from $2B -> $80B in 2 years. But instead of EML + pluggables, Sivers is doing this for the CPO supercycle, the fastest TAM expansion in history for photonics. I'm following the story for them to pull this off this David vs. Goliath shift catching up to $LITE. More than I care about little MC % returns that's happening currently.

@StockStormX @Polymarket @StockStormX it’s red on the day, no?

@Polymarket $XLE still bid like nothings happening

NEW: Trump to reportedly send Steve Witkoff & Jared Kushner to Pakistan for peace talks with Iran this weekend.

@Lucelex @ArrakisGlobal It may not matter that much when they’re all in on compute rn and the market for it is tight…

@_juicebox99_ @ArrakisGlobal h100 are old gen GPUs now, kinda disappointing when you dig a bit...

reuters.com/markets/deals/… There were talks of a $16bn spinoff of Taiga cloud AI unit. I assume that Rumble $RUM are going to highlight this side of the equity story pretty aggressively.

@Lucelex @ArrakisGlobal Yeah, took some LEAPs on this. This company has been kinda pump and dump for its whole history, but it can move quick

@Geo_papic @LukeDavisgrey @Geo_papic does that lead to a lot of problems in Ags given the fertilizer situation?

@LukeDavisgrey Mid-April is my estimate.

A new geopolitical equilibrium could emerge in the Middle East that includes almost constant kinetic action and YET markets could be OK with that. The 1980 Iran-Iraq war is a good example of that. All that matters is whether ships go through Hormuz. That's it.

@To_the_moon_PT @lasse108 $50??

@lasse108 $SBSW +$50 WTI $75

Guys post your 2026 predictions either below this post or the one linked. Make them tangible. I will fly out to the winner at the end of 2026 to get beers.

I just wrote a review on Seisuke AUS10 45 Layer Damascus Gyuto 210mm Shitan Handle yotpo.com/go/2LR9uCRF via @yotpo

@RockBtmEntries @MLPotash @RockBtmEntries is 100x from here possible, or too much of a reach?

$MLP.v @MLPotash Options granted at $2.88 - just under current market price (after a big move). This management team respects their shareholders. Float is locked up, company is cashed up. We're still early - we go way, way higher from here.

$MLP.v @MLPotash Don't get cute trying to trade a generational investment opportunity. RBE is holding every single share into a buyout. #100Bagger #BanioBoys

$AVIO $AVIO.IT $AVIO.IM

@EdwardDiGi @SpacBobby @EdwardDiGi what are you seeing that suggests there’ll be a US ADR?

@SpacBobby Did you have a look at $AVIO.IM ? They might get listed in the USA soon through an ADR

$ASTS $RKLB - It seems like every DIP gets bought up by end of the day on these names.... Ignore the short-term noise and think the bigger picture. It only takes one trade to change your LIFE!!

@DD_Henney @NomadicInsight lol based on what

@NomadicInsight Anduril is going public through $RTAC. get ready.

$FIG IPO is insanity... What's going to happen when ANDURIL hits the market?!

@DJDunnoe_Trades Ok, gotcha. Thanks for clarifying my misunderstanding

@_juicebox99_ Yes, I'm not implying warrants are cheap in this arbitrage scenario. What I mean is, I see the warrants trading 5-10% higher with commons flat/lower. For example RTAC was $12.30 at time of post and warrants $2, now it's $2.08 & $12.20. I can see RTAC at $12 with warrants $2.2

$RTACW I think is quite undervalued here - $RTAC continues to climb up but warrants due to Units arbitrage is actually dropping. I think going forward warrants will offer much better r/r than shares here.

@DJDunnoe_Trades Ahh my bad, I was looking at after hours pricing. RTACU: $13.15 RTAC: 12.20 —> $0.95 1/2 share warrant. But aftermarket pricing isn’t going to be liquid/efficient. Based on market close today, I think $2.04 was the fair value

@_juicebox99_ How does it imply $1.82? It's RTAC and 1/2 wt it's trading just right, originally RTAC opened and traded $11.30-40 and RTACW traded $2.20-2.50, now RTAC is $1 higher and wts down .30. Of course I understand the wts opened "overvalued" but now IMO its the opposite

Long $SVIX at $14

Closed these in the AM $30-34, range. $ES $SPX

Juice Box goes long June 20th ES 4800/4500 put spread for $11.25

Took profit at 0.005. Thanks, @donnelly_brent for the original idea of 1.11 digitals on $EURUSD. Worked beautifully

Juice Box goes long May 2nd EUR 1.10/1.11 call spread for 0.002

Kris has been very thoughtful and respectful throughout all this