Treaptor
39 posts
- $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different lineup this time.
$AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything from laser fab to assembly in America.
$471M/month… that’s in 2027, the TAM increases exponentially in 2028.
$SIVE is also ramping absurdly high, 77% revenue pipeline growth of the entire company’s history to ~$799M
Primarily from photonics… in a single quarter. And they’re projecting 60% gross margins off that.
Foci - $NVDA / $TSM primarily FAU supplier and bottleneck for COUPE. Genuinely not sure how this is $2.8B.
BOM share for their passive components + FAU are massive in 2028. Just a bit early H1 2026.
Shunsin - Legit you see Foxconn get CPO/photonics related orders over and over for $NVDA and others.
Just nobody knows the packaging/testing gets done by Shunsin.
A lot of contracts are also under Shunsin’s subsidiary too.. so markets/algorithms don’t know what’s coming imo.
Runner up is $XFAB, they’ll probably be central to EU CHIPS act 2 for silicon photonics at ~$1.5B MC.
And of course SiC/GaN foundries should go brr with 800vdc push by Nvidia.
Especially if they’re the only high volume one in United States per Dpt. Of Commerce.
And it’s such a low price/book ratio so you’re kinda getting the company upside for free, while US Gov/EU Gov subsidize their capex.
Dr. Eidolon@DrEidolon
@aleabitoreddit What are your top 4 stocks to buy right now, at current market capitalizations and offering the best risk/reward, if you could only choose 4?
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Bought some $SIVE here at 75 SEK/share. Its a completely overvalued company but my bet is that US gamblers will skyrocket the share price today due to the news about Global Foundries partnership/collaboration. Its up 24% right now, could as well continue up 35-40% today. This stock has zero connection to fundamentals, its a play on the human psychology.
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We are short $SIVE.
A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.
Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: ningiresearch.com
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Sold rest of my $SIVE today with 120% in profit.
I believe sentiment in $SIVE is switching a bit. Prosecutor in SWE/EU going hardcore after - you know who atm.
Happy with my overall 240% gain.
Added to my $NOK position today.
Nokia is doing incredible work in the moment. I believe they’ll place a HUGE role in the whole AI infrastructure going forward.
Furthermore insider buying has been ridiculous lately, tells me something is coming.
$NOK is apart of my short-perm portfolio. As of now I could see develop into a long-term hold. Conviction is high right now.
-BP
Not financial advice.
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If you are older than 25 and don't have a million yet you should subscribe to my X-account.
A scam has 3 main characters:
1. It triggers a feeling
2. It creates a sense of urgency
3. It wants you to do something
This sentence has it all. Triggers the feeling of everybody above 25, creates a sence of urgency because you need to change the situation now and tells you to subscribe. That is why I read this sentence so much on X.
Be carefull with these kind of set-ups. Those people almost always just want your money.
An offer that expires in 8 hours? Just to trigger your sense of urgency.
It works, it's psychology and certainly in a highly competitive environment as FinX.
You got great stock pickers, analysts, writers, all for free. So, the only way they can make you subscribe is too trigger your feelings.
Not targetting any one, just want my followers to be informed. You can always subscribe to someone, but be sure he/she provides you real value.
Black Panther Capital@BlackPantherCap
Looks like I don’t have to work anymore. I’m going to get A LOT hate for this post. That’s fine. Let me say something nobody on FinTwit has the courage to say out loud. A large percentage of the “investors” you’re following on here don’t have the net worth they claim. I won’t name names. But I’ve done the math on some of these accounts. The position sizes, the entry points, the claimed returns. The numbers don’t add up. Let me be clear: +100% returns are possible. I’ve had them. But they are NOT normal. They are NOT repeatable every quarter. And when someone is posting +100%, +200%, +300% consistently with zero drawdowns, zero losses, zero doubt, that’s not investing. That’s a narrative. Here’s the actual business model most of you are funding: → Build hype → grow followers → convert to paid subscribers → invest the subscription revenue → repeat You are not following a millionaire investor. You are funding one. The “gains” are the content. The portfolio IS the subscriber base. The lifestyle you’re admiring? You’re paying for it directly. Real millionaires don’t need X. They don’t need your $49/month. They do not care if you follow them or not. I promise you. What you’re actually looking at in 90% of cases: someone under 26, fluent in AI tools, who figured out that follower growth → subs → income is a more reliable business than actual stock picking. That’s not an insult. It’s a legitimate model. But know you know what you’re buying into. The tell and this is where pattern recognition matters is the psychology. They don’t need to be right to feel safe. The ego-driven ones? Every bad call is “the market’s fault.” Every criticism is a “hater.” The position never changes because the position is their identity, not their portfolio. That FRAGILITY is the signal. I’m not writing this to tear anyone down. I’m writing it because some of you are making real financial decisions based on people playing a completely different game. There are genuinely BRILLIANT people on here. Follow the ones who show losses as readily as gains. Follow the ones who change their mind when the data changes. Everyone else look a little closer before you hand over your trust. Or your money. Stay sharp. PS. Yes, the picture is fake. I made it. With AI. Took me 30 seconds. That’s how easy it is. I’ll be back at work again Monday, for now. -BP
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I need help chat.
I found a decent asymmetrical company for semis but its 30M market cap.
At what point is it considered “pumping” because my morality doesnt want to be that type of person.
And yes. You can actually think this way despite what finX do.
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@PhotonBull @TheBigBerbowski Yesterday was the same still went up again
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$SIVE down 7% today all the way to 7.42
Thank god I sold at 0.55-0.65 to avoid this dip
@TheBigBerbowski is this how this type of post works?🤣
PhotonBull@PhotonBull
Yeah I prefer not to speak about this one Decided to treat my $SIVE position as a trade after it went up so much so fast, rather than just holding it for the long term Good lesson here to stick with the plan and ignore short term moves Missed out on life changing gains but at least I can make a tweet about it now Call it a draw?
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@BULLOFBRITAIN If you had limited amount of money and could only buy 3 stocks. Which would they be and why. If I may ask?
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$IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on Open and Secure AI-Native Platforms "
6G is the next big telco capex cycle and everyone else seems to be focusing on Physical AI.
The supply chain
- Tier 4 Operators: $BT, $DT , $TMUS , $SKM
- Tier 3 OEMs: $NOK, $ERIC, Samsung Networks
- Tier 2 Chips: $MTSI, $QRVO, $LITE
- Tier 1 Wafers: $IQE
Why IQE is the biggest Photonics beneficary of 6G
> IQE manufactures epi wafers for all four of the III-V families (GaAs, InP, GaN, and GaSb), with both MOCVD and MBE capabilities.
> That breadth matters here because the 6G frontend doesn't use one material, it uses several layered together, and IQE is the only independent supplier that can sell into all of them from one footprint.
> In April 2026. $MTSI led an £81M investment into $IQE. That is 83% of IQE's annual revenue.
> Their telecom is up +41% YoY in FY25. We know this for a fact. That wafer demand prints onto future quarters.
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@aleabitoreddit Sold $AXTI at 52 weeks low but bought $SIVEF at 52 weeks low too 😀
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I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU
They're all up 100-1000%+, because...
1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.
I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.
Then use that to get more by selling expensive subscriptions rather than through market returns.
So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.
TLDR: Market returns in terms of percentages matter the most to validate a thesis.
Not the dollar amount made.
krasko@krasko1199362
@aleabitoreddit Notice there's no dollar amount attributed
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@Gubloinvestor I am going to subscribe and start with $1K deposit on the investments you recommend. Let’s see how good you are bro!
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Small cap HERO
Not buy or sell recommendation, i have previously talked about INUVO on here. Earnings today.
$INUV
Stock price: $1.79
MC: $26.53
Revenue: $86.21 (TTM)
Price to sales: 0.31
Debt free
Price Target: $11.00 (+514.53%)
15% insider ownership
Expecting double digit growth in 2027.
Inuvo, Inc., an advertising technology and services company, develops and commercializes large language generative artificial intelligence that discovers and targets digital audiences in the United States.
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30% is there.. Maybe can we see 50% today with $SKYX ? if yes, i accept tips 🤣
Gublo@Gubloinvestor
Omg 22% $SKYX, will it see 40% today?
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@Gubloinvestor Alright. You better deliver me to promise land. 😅
Subscribed!
Gonna give it 2-3 months and see how it goes. If I make money, I’m subscribed for life or until we retire on a yacht.
Not sure if I will see the one you shared with subs today?
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