Private Telegram Access

This account is mainly to provide access to my private Telegram, making it easy for my followers to join. No content will be posted here, so there’s no need to follow this account as I won’t be engaging here.

@Projectsixunder @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit The stock is up hundreds of percentages from last year...ok.

$IREN and $SLNH investors are probably the most braindead communities I've interacted with on X. I've never seen a community so bullish on a $219M MC stock that has a new $1,000,000,000 dilution. And an ongoing $500,000,000 ATM. Then you have $IREN, with $6,000,000,000 active ATM, sold over time into the open market. Maybe, it's a better idea to just go long on a stock without the toxic financing... So you can actually benefit from equity appreciation without just being liquidity? It's just so hard to explain to people the nuances in financial dilution who lack the brain cells. And it just so happens $SLNH gets mentioned positively by $BKKT, $IREN investors the moment after they file a $500M ATM since they need exit liquidity. The company is selling offloading shares directly to these idiots.

@InFoTheLongTerm @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

What would be your opinion on someone wanting to open a photonics position in AXTI, AAOI, LITE, or COHR now that they have gone up 1000% in a year? I had the same question a month ago, and they've doubled since then. Would appreciate your input. The cycle hasn't even really started, but I'm asking about price discovery

Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle... This year: Found $SOI, which was the SiPH substrate = $AXTI. Then $SIVE, which was the CPO = $LITE. Might have found the CPO equivalent of $AAOI. Curious if anyone can guess?

@siflower @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit $SIVE investors: look at the long game, and don't be tempted to sell at this level.

It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO. This is my prediction/guess with est. mapping: $NVDA ate up all the capacity with $COHR, $LITE after their new $2B+ spending spree. Same playbook with EML early 2025, causing the bottleneck seen today. Now, $AMD / hyperscalers are scambling for upstream laser suppliers. Hence why $SIVE + Win / $GFS became likely primary route to go down. You can see this with: -> $MVL CPO through Celestial (Nvidia signed a deal, but they don't have lasers) -> $AMD CPO -> Ayar -> $POET -> Lightmatter -> and other programs (eg. Jabil 1.6T) As a result, Sivers/Win emerged as the Tier 1 bleeding edge + critical independent laser supplier. And there's hints for this when: 1. $GFS listed $SIVE / $LITE as the two only public laser suppliers in their ecosystem. 2. Ayar removed $LITE / $MTSI off their website and elevated $SIVE to their primary laser supplier. So everyone else ended up going with Sivers since $COHR / $LITE are fully allocated. My guess is that a lot of the secondary suppliers also capture overflow as architectures standardize. But scramble for this chokepoint will be insane early next year given $NVDA bottleneck. And a small $1.2B Swedish company in $SIVE will be in the center of it.

@InvestingIn1984 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit probably a foreign listed company

@JanNowi75477782 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit I would guess $POET

@delicites @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit Dear Serenity, when should we take into account Valens Semiconductor?

@michael_rigoni @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit might have just dropped the most insane $SIVE $AAPL call ever. Pure gut feeling 🚀 Amen.

@Eaves_App @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit Hate is a strong word

I hate it that my account got so big. That I can’t mention another person anymore without them gaining 1K+ followers or going viral in the algo. Now endless people just make up stuff and bait me into replying…

@Abalturki_ @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@MacroPupster @aleabitoreddit @grok Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit @Grok what is the CPO market?

Just in case you’re wondering why I’m so bullish on CPO. Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry). “The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS)” “The scale-up CPO segment is projected to surpass scale-out applications before 2030 and become the dominant market. You have almost parabolic growth over the next few years. With many players like Sivers having no material exposure to previous 800g pluggable optics but are the bleeding edge leaders of CPO as the laser supplier. This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVDA and $AVGO.

@jojowamikko @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit the question is I cannot buy it, so sad

There's a lot of discussion around "CPO supply chains" and what's the most undervalued. Let me put my opinion out there: The laser chokepoint ( $LITE, $SIVE, $COHR ) is by far the best exposure to photonics and CPO. Because there's so much optionality that gave companies like Lumentum the premiums. With: -> downstream IP TAM expansion as seen with pluggable optical transceivers -> vertical integration of InP laser fabs rather than fabless. -> vertical integration of multiple processes eg. testing or even assembly. Treat it like you're running your own company and speedrunning it to $100B or $300B. Not just spreadsheet modeling off projected revenue/margins.

@tw_crypto_ @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit Laser chokepoint go brrr

@liaotem31 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit lol The troubles of happiness

@GrantA_41 @joedab12 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

Atomera hi @aleabitoreddit - nobody is perfect. In fact I even pay $1 a month for your service to get a jump on the non payers and its worth every cent. Made a nice chunk on Sive-so thanks for that. Atom is a winner though- most just haven't taken the time to understand. Imagine what happens to the market cap when the next piece of news forces them to understand?

@bingolbee @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit hey @aleabitoreddit thanks for putting out so much alpha, i am just happy to have discovered you beginning of march! where do you see $MRAM in the whole picture?

@valerijatrades1 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit Shots fired

@Bonnan13 @fedex774 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@fedex774 @aleabitoreddit X-FAB is primarily an automotive-focused foundry, with only limited and indirect exposure to datacenter/AI. The discount to book reflects a history of mixed execution. Positioning it as an AI play feels somewhat stretched.

Crazy that in such a strong market its still possible to find semiconductor stocks below b/v. When @aleabitoreddit called out Soitec $SOI it was at b/v. 1 month ago I bought Mersen at b/v. $XFAB is below b/v. I just found a profitable $ 53m cap semi stock at b/v Can you guess it?

@curiosito26 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@dgwilliamson1 @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@aleabitoreddit I had a great month ! Thanks to Serenity, Thank You,Thank You,,You are changing peoples life for the better.😉😎

I had a decent month. Everything from: $AAOI went up 100% to $SOI went up 153.9%. $SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally. Curious how you all did?

@ssj2abid @the_l3gacy @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my free private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

@the_l3gacy @aleabitoreddit