chamberofx

@Glitch_Trades @ABTradess I see you. LULU 👀 How far out you swinging them?

@ABTradess $LULU $SHOP $RBLX

Setups I like that aren’t being talked about as much right now: $OWL $LUNR $JPM $OKLO $FLNC $VST $FRMI $FIVN $CGNX $UPST $ABNB $DELL $RIOT

@prztaktrades Check $ACHR for me if you can. Think it’s ready?

Pullback again today, but a couple names showing strength, in software names. $CRM $NOW $SNOW A lot of profit taking in Ai related spaces in $CRWV $NBIS $APLD But these pullbacks set up opportunities as long as certain levels hold

Thank you @mattydaytrades_ ! Best day in awhile yesterday. Three straight weeks of bangers and profits since joining. Yall got to get in on this. Dude is legit. And the live stream is unreal alpha. Sit in on the thought process and live tape reading from one of the best. Give him one month and change your trading forever. You won’t want to leave. Warning: if you don’t like electric positivity this isn’t your guy. If you love to be negative and complain this isn’t your spot. Move along. If you like winning and staying positive give it a shot. Come for the profits, stay for the positivity 😂 Change your life today. Sign up 👇👇👇 whop.com/mattydaytrades…

@DatSalad ACHR and OWLS

Will be doing some weekend charts / setups scan Anything you want me to look at ? 👀

Winner has been picked!! Now let’s do $100 giveaway here All you need to do it like and re tweet

And if I wasn’t at lunch with my beautiful wife for her birthday I would’ve have been able to sell some even higher. But we take our blessings and move on. Much love Marty!

LFG! My best week in a long time thanks to @mattydaytrades_! Dude is just cranking out banger after banger. The live stream is money. And yea, to the ones saying he only posts his winners…well they’ve pretty much all been winners lately. Just saying… whop.com/mattydaytrades…

@mattydaytrades_ First full week in the discord. Banger calls from MDT day after day…

So you aren’t hearing it from me… Let’s hear it from chat? How did we do!?!?

@prztaktrades Do you have any videos or in depth explainers of the nuances of the framework you use?

@chamberofx Yeah and $JOBY too

$OWL I don't see anyone talking about this ticker. Just confirmed outside the HTF BSL imbalance trigger over 10.11 today. You typically see acceptance of a new delivery regime, until significant liquidity is swept, and in my opinion is around 13. I am buying 11C 6/18 first thing in the morning. beautiful chart.

@aleabitoreddit Curious to see what your thoughts are on $MXL Do they scale alongside the likes of $SIVE? Or does CPO ramp damage need for DSPs? Seems like MXL might see bigger impact short term from the ramp up? Longer term SIVE seems more diversified as well.

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.

@prztaktrades What do you think about CRCL setup?

Some tickers I just mapped for next week are 🔥

@Simply0DTE $SIVE and it’s not even close. Thank me later

If you had one stock to put $50,000 in and have it double within the next year, what are you buying? Curious to hear the answers⬇️

@mattydaytrades_ Serious question. What hours are you usually live trading if after market? If at all. Just wondering if you’re trading late night futures sessions as that would actually be pretty useful for me.

5k night on futures $NQ I do it all it’s disturbing Best out there

@aleabitoreddit What kind of timeline does this process usually take once they start it?

$SIVE executing US NASDAQ listing from Reuters. Welcome to America Sivers. I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals. And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ. This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing. "The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors" We’ll likely going to see a parabolic ride up from the news. In just the last three days: -> $JBL 1.6T to use $SIVE -> $SIVE new US/international institutional investors -> $SIVE looks to be listed on NASDAQ. We're witnessing the birth of the next $LITE.

@MoodyWriter13 @TheGuard_x1 Makes sense. And yes, the pieces for a delayed ramp-up could certainly be in place now with the mess in the Middle East impacting both critical supplies and appetite for investment from that region of the world which has been a key piece for the ai buildout. Could get messy quick

It is still early, perhaps too early. There are still a number of production challenges that need to be resolved before a significant ramp-up in output can take place. As far as I can tell, the ramp-up is more likely to be delayed than to happen earlier. In addition, the industry is still young and fragmented. By contrast, the traditional semiconductor industry is highly centralized. If the ramp-up is delayed, we may well enter a “valley of tears,” and patience is in short supply in today’s environment. But all of this is speculation.

My list of companies analyzed in the context of CPO is extensive, yet, as a value investor at heart, the number I considered truly substantial enough to invest in is remarkably small. Being early in identifying those few allowed me to build a certain reputation in this field. Watching others with strong reputations work their way down similar lists, highlighting increasingly weaker companies and generating quick gains simply through attention, does not leave me wishing I had done the same. What I do regret, however, is not having shared my broader list. Not to promote it, but perhaps to make others more aware and, in doing so, to reduce the likelihood of this dynamic playing out unchecked. Always keep in mind: those who jump onto a wave late are often doing so just before it breaks, leaving them stranded. Every hype cycle ends in a valley of tears, and as it progresses, the quality of the companies being mentioned tends to deteriorate steadily.

@MoodyWriter13 @TheGuard_x1 I get that, and agree. Still feels pretty early in the CPO transition theme, with years of backlogs/orders building still. I guess my question is, do you think the CPO theme is long in the tooth (I struggle to see how) or that there are just lower quality names being bought now?

@TheGuard_x1 People mainly want to get rich quickly, and the current CPO hype seems to show them that it works. But it only works if you are early. Otherwise, the desire to get rich quickly is often the most reliable path to becoming poor.

@aleabitoreddit Which $ASE ?

$NVDA is driving CPO, extremely, extremely hard. As seen with investments in $MRVL, $LITE, and $COHR. But, what's interesting is: CPO timelines are also happening way earlier than expected. New report: " $ASE Reportedly to Break Ground on Six New Plants in 2026, CPO Mass Production Expected to Begin This Year " "He also revealed for the first time that mass production of CPO is expected to begin this year" Probably a good time to frontrun CPO related names like $SIVE (lasers), Win Semi (foundry), $TSEM (foundry), $SOI (substrates), and others around now, before ramp really picks up. The demand curve goes up exponentially all the way past 2029+, and I'm sure they'll break many projections. But basically, I was talking about frontrunning CPO/SiPH names before OFC/GTC. Turned out I was right on timing again? CPO Ramp now looks like it's beginning H2 2026, get ready.

@Glitch_Trades Skylit bangs

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