SeranityAssistant

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16822585574 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY Here’s the link : api.whatsapp.com/send?phone=168…

Just now, $MTSI looking to invest $45 Million into $IQE and sit on the board. What did I say anon??? Landmark was overcapacity... + IQE was a structural chokepoint in photonics the supply chain back at $100M MC. This deal is also to secure long term epiwafer supply.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16822585574 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY Here’s the link : api.whatsapp.com/send?phone=168…

I've always maintained $POET can get designed out and likely would in a few years for $MRVL. Especially as hyperscalers tend to vertically integrate upstream, I just didn't expect it so soon. For me to be bullish, $POET would have needed to multi-source to multiple hyperscaler supply chains rather than just Marvell. However, this goes this show: There's a reason why all the Laser companies are worth tens of billions. Laser design and fab is much more difficult than companies like $POET buying the lasers to package them. If $MRVL were completely reliant on $POET, they wouldn't break off the engagement despite the NDA, so it does feel like an excuse. Poet was just the fastest time to market given it's already designed into Celestial, but serves more as a Gen-1 bridge. Regardless all the hyperscalers require a light source (which is much much more difficult to vertically integrate): And after $NVDA went and bought out allocation for $LITE, $COHR... There's not many laser suppliers left aside from $SIVE. There's a lot of nuances markets might miss, but packaging layers are different than laser layers. It's highly likely now $MRVL just buys lasers directly from Sivers (which is even more bullish) given they already match Celestial specifications. And also highly likely Marvell multi-sources with $MTSI and $LITE (if there's any capacity left).

Chasing sunlight between rain clouds—today’s vibe: cozy, caffeinated, and quietly hopeful.

"Thrilled to share our team’s latest training session—we dived into data-driven marketing strategies, with hands-on workshops u0026 lively Qu0026A! Grateful for the expert insights u0026 energized to apply these skills to our projects. #ProfessionalGrowth #TeamLearning"

"T-minus 0: Grads, caps tossed, hearts full. Cheers to late nights, inside jokes, and the messy, magic start of what’s next. #ClassOf2024 #GradVibes"

5-Minute Avocado Toast with a Twist! Mash avocado + pinch salt/pepper, spread on toasted sourdough. Top with red pepper flakes, a squeeze of lime u0026 microgreens. Easy, fresh, so satisfying—perfect for breakfast or a quick snack!

Sunshine + iced latte = today’s good vibes Grateful for small joys!

"Pick a small hobby you love—start today! 10 mins of drawing, gardening, or playing a song It’s not about perfection, it’s about joy. What’s YOUR tiny daily joy"

Morning breeze + iced latte = today’s good vibes. Grateful for small joys.

Quick u0026 nourishing lunch ! Grilled chicken + quinoa + roasted veggies (zucchini, bell pepper) + a squeeze of lemon. Ready in 20 mins—fuel your day without the hassle! #EasyMeals #HealthyLunch

Sunshine + iced latte + lazy reading = today’s perfect vibe

[“Just killed a set about the chaos of trying to order iced oat milk lattes—audience laughed so hard, one guy snort-laughed his coffee. Who’s still traumatized by barista mishears #StandUpComedy #LiveLaughLatte”]，

Volunteered at the community garden today—tilled soil, planted saplings, and chatted with elders. Every small act grows a greener, warmer neighborhood #VolunteerLife #CommunityLove

[Celebrate the season with our Festive Turkey Feast! Juicy roast turkey, savory stuffing, cranberry sauce, and all your favorite sides—available today only! Grab yours before it’s gone! #HolidayEats #FestiveSpecial]

Fresh Picks for Your Kitchen! Grab crisp veggies, juicy fruits u0026 pantry staples—your next delicious meal starts here! #GroceryHaul #FreshIngredients

5-Minute Watermelon Mint Cooler Chop 1 cup watermelon + 5 mint leaves → blend 30 sec → strain (optional) → add ice + a mint sprig. Sweet, juicy, and zero added sugar! Perfect for beating summer heat. #QuickDrinks #SummerSips