@cryptoCT7 @aleabitoreddit @_king142 Been hammered for a few days now 🤦♂️ may have bought at the wrong time
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aiden convey
11 posts
@aleabitoreddit @_king142 Why is LPK getting hammered like this?
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How are so many of these large scamming/impersonator accounts allowed to exist on X?
They just copy your username, block the original author so you can't find them, then manipulate the algorithm for their main accounts.
Then any accidental view algorithm boosts their main account.
It's a lose lose situation.
You report them, X doesn't seem to care.
You report them, their main account gets more impressions.
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@a96137496 Add in the letter "I" to that name and you get my opinion
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Taiwan financial sector rules are hilariously stupid.
They literally dispositioned Mediatek, one of their largest companies lmfao.
It's like if the US stopped letting people buy $GOOGL because the stock went up.
Then that caused Google's stock dropped after.
Wouldn't they want their companies to appreciate in value, so their economy benefits?
Especially during one of their largest bull-runs from the semi sector, it's actually hindering their own growth where every week matters.
Interesting to see such backward rules hurting their own high-tech economy.
Reformed Sinner@SinnerReformed1
@aleabitoreddit Taiwanese don't know how to promote themselves in the financial sector. Also, dumb local capital rules.
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$MRVL cancelled $POET purchase orders after the CFO went out and violated NDA when getting angry.
Ouch to Poet, down -46%, this is why I don’t like companies with single customer concentration risk.
On the bright side for $POET holders they do have $420m cash buffering downside risk and a few other customers (though Marvell was basically the entire Poet bull case story)
It does look like Marvell delayed their own timelines as well by doing this.
That being said, the packaging side is easier to design out for Marvell and they still need to source lasers.
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Huberman did say $HIMS was set to soar… in this type of arc playing out today.
Interesting to see takes from Stanford professors on public equities.
Serenity@aleabitoreddit
This announcement is the most bullish catalyst for $HIMS revenue re-acceleration to date. This is amid: - 30%+ of the float sold short - new $NVO partnership/lawsuit dropped - new global acquisitions - recovering macro climate. The share price is still $25, down from $70 last year. Short sellers are likely in trouble: $HIMS can capture market share at the ~70%-80% gross margins typical of their compounded products for the holy grail of the "Grey Market" TAM for peptides. - EG. Healing: BPC-157 and Thymosin beta-4 - Hair & Skin: GHK-Cu - Weight Loss & Muscle: MOTS-c and Ibutamoren And now they're probably the world's largest independent DTC distribution network to date from their new acquisitions... So just running a peptide protocol subscription between $150 to $300, for 200k subscribers is $360M+ in high-margin ARR. As just one example, but now they have a worldwide net of customers. They burned through capex last year to acquire peptide manufacturing facilities too... so now that's turned into a massive cash-cow business. I said $HIMS would need fundamental changes in order to force shorts to cover, and this is probably that signal as seen with market data. And $HIMS is turning into a fundamentally sound company after regulatory de-risking.
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All respect for Roaring Kitty but he buys memestocks to short squeeze institutions.
What I do is point out fundamentally sound companies that would keep going up with or without me.
And I point them out to retail first. FOR FREE. Instead of selling to institutions for $20k/article so they can frontrun retail investors.
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No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought them out eventually.
1. $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap. While companies like Landmark were trading at $3.8B.
They were also the supplier to $LITE, and photonics/epiwafer demand took off this year.
2. $SIVE went up because they had new deals with $JBL and O-Net.
But they were already unknown as the laser supplier to $MRVL's CPO program when I first went long.
American institutions like $AVGO would have likely just bought the company directly like what Qualcomm did with Alphawave over in the openlight side of things if I didn't bring attention to it.
Then Swedish retail investors wouldn't get any of the upside.
3. $ALRIB went up because their earnings sent their P/E down to fwd 26, despite holding a duopoly in the MBE category with $VECO.
This combined with new SiPH equipment, as well as $IQE + QD Laser (for quantum dot) being their customers.
This was combined from raw information discovery of the decade that $MSFT Quantum was their buyer.
You don't see direct hyperscaler frontier programs in quantum computing dependant on some <$1B MC company.
4. $SOI is up 208% because it has an unknown monopoly over SOI substrates for silicon photonics and CPO.
This was more information synthesis combined with timing the bottom of their legacy cycle.
5. $RPI went up because of earnings and AI hardware usage.
I was just the very first person to point it out.
I projected 55% revenue growth compared to 14% from analysts. They did 58%.
I just gave retail the chance to buy it before institutions.
The stock would have gone up off of pure fundamentals without me posting my thesis because you don't do $511m in revenue off a $500m MC as a fabless company.
I'm just giving retail the all the information discovery before institutions have a chance to find it and price it in.
This is a completely different model than the same institutions telling you to buy index funds or stocks that already went up 1500% so you're exit liquidity.
Deo Non Fortuna@filiusveritatis
@aleabitoreddit They only went up those percentages because of your and other X accounts attention to those stocks combined with them being undervalued
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Yep… How did I call out and long.
FIFTEEN DIFFERENT STOCKS.
8+7. 9+6. 10+5.
After $ALRIB, the $MSFT Quantum supplier went up 113%, that hit 15 different longs.
That returned Triple Digits year to date???
No paywall, and I've posted everything before it moved.
Hard carrying retail out of the permanent underclass.
Afishyanadoh@afishyanadoh
@aleabitoreddit Was it you that mentioned Riber SA as well? $Alrib? It’s been flying as well.
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@aiden1969 @afasano23 Yeah I’ll make a long term 1Y ETF on pure play CPO beneficiaries soon and post it
It just takes a ton of time for research
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Soitec is now up 64% in 1 month since my TLDR thesis post.
Lot of people made fun of $SOI as a “no fundamentals meme stock” when it corrected after I posted (because of Iran/macro).
But my longs, especially with CPO/Silicon Photonics related stuff like $SIVE that scales into 2029.
Sometimes just need time to play out?
It’s a genuine monopoly in the substrate layer and it’s likely bottoming in their legacy drag segments.
Serenity@aleabitoreddit
Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.
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During the optical supercycle that lasts way past 2028+? No.
There’s likely going to be rotations in certain names in the sector eg. Pluggables into more CPO names though…
2026 h1 into h2 is probably a decent rotation timing to more pure play names coming up since volume ramp latter part h2
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I’m officially starting the $500 to $1 Million account challenge for 2026 tomorrow! 📈
I’m going to retire dozens in 2026 and will change lives 🙌
Like & comment “11 Flips” to join! ❤️
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