@CeoWatchlist Have you meet Zach and Josh?!? I hear it’s like +30% annually
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Sid
755 posts
I’m pretty international!
I’m in Japan right now so learning Japanese.
Lived in China for a tiny bit and I travel to Taiwan pretty often. So know some Chinese.
Used to play soccer in Mexico, so I know some Spanish.
I used to go to Korea just to play League of Legends in KR server with friends… so I mainly know all the swear words from all chat?
Idk if I count the UK as international anymore… was actually going to study AI at Edinburgh before I decided to do my own stuff.
Been to Singapore like 15 times. Canada way too many times… Maybe been to ~28+ countries or so?
I kinda have PTSD from Sweden from X, but maybe the people will be more welcoming if I show up in person…
I’m usually at Rosewood Menlo Park if anyone wants to say hi one day.
So maybe just living internationally makes me receptive to foreign equities?
tr4mp3r@OveB__
@aleabitoreddit 你到底是哪裡人？！
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Open Interest Update
(Check original tweet for contract info)
$ASTS 2,723/3,386 ✅
$BLDP 19,032/23,106 ✅
$IBM 2,419/3,194 ✅
$LBRT 9,492/11,134 ✅
$PUMP 28,106/38,337 ✅
$TSLA 13,707/18,992 ✅
The check mark indicates that the whale held more than half of their position.
Salma@salmaogs
5/21 Notable Flow $ASTS 110 C 09/18/2026 $6.3M 18.65avg 14% OTM $BLDP 7 C 06/18/2026 $731K .32avg 29% OTM $IBM 280 C 07/17/2026 $1.4M 4.54avg 11% OTM $LBRT 34 C 06/18/2026 $1.6M 1.51avg $PUMP 17.5 C 06/18/2026 $4.6M 1.22avg $TSLA 480 C 06/12/2026 $6.2M 3.31avg 15% OTM
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@crypticTooth Still researching. I will never throw out a half arsed thesis to my followers. I did something lightly though. I guess people keeping asking because no one really pays attention.
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$MU $62 → $757. +1120% since my "Bargain of the Century" callout
$SNDK $200 → $1540. +670%
$RKLB $13 → $134. +930%
$PLTR $21 → $200. +850%
Four names. 15,000 conviction posts. Zero noise. 110,000 followers listened. This is THE next
$DRAM
Choose your notifications wisely.
Trade Whisperer@TradexWhisperer
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
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I’ve always loved Astera a lot of fund managers didn’t understand but hope you do now. I also like FPGAs.
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@ParadisLabs Yes! And share your portfolio % lol - thoughts on SIVE earnings?
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Guys, I need your help:
Been getting dozens of messages daily about starting a Subscription on X.
It would basically contain things that I don't wanna spam on my main feed.
Like lots of random research/thoughts on different companies/news/macro. AI & non-AI related.
Maybe even some community-requested research like I've been doing recently w/ $PENG / $OUST?
And all funds would be donated of course.
Would this even be of any value to you guys? Genuinely curious.
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@ParadisLabs whats the bull case for SIVE for NVDA choosing ARM-based CPUs inside Vera Rubin.
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Lmao I got so many DM's yesterday from $IREN cult members telling me that $NBIS are cooked cos of their $BE deal.
I exect apologies to be sent within the hour.
(It's all love though guys, just having fun haha)
Paradis Labs@ParadisLabs
Is the $BE deal bad for $NBIS? No. But to paint a fair picture: The partnership is basically a lease commitment that'll sit on their B/S which in theory constrains their incramental credit capacity for more GPUs. That's a very bearish stance though, but just saying to paint a fair picture. Imo the main issue isn't in Nebius' potential margin compression. But really, Nebius are a bet that they can deploy those GPUs at scale. If they can't due to lack of power, then the whole thesis collapses. Really, their only options were: 1. lose allocation and exit the FY27 cycle 2. build their own gas turbines at worse economics w/ expertise they don't have 3. co-locate w/ utility partners with similar premium pricing + worse control So Bloom are essentially the best option from a tiny menu. Then the real thing to monitor for Nebius is if they can price their compute to recover the premiums their paying for power. I believe they can + will.
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Open Interest Update
(Check original tweet for contract info)
$AAOI 3,048/3,246 ✅
$ABNB 2,221/2,259 ✅
$HIVE 5,309/8,405 ✅
$INTC 12,824/21,708 ✅
$PL 1,596/1,677 ✅
$W 3,987/4,039 ✅
The check mark indicates that the whale held more than half of their position.
Salma@salmaogs
5/20 Notable Flow $AAOI 175 C 07/17/2026 $9.4M 29.16avg $ABNB 137 C 06/12/2026 $1.2M 5.37avg $HIVE 4 C 09/18/2026 $995K 1.18avg $INTC 195 C 07/17/2026 $5.2M 2.44avg 64% OTM $PL 47 C 08/21/2026 $1.4M 8.48avg 10% OTM $W 70 C 01/15/2027 $5M 12.60avg
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