Nathan Jones

78 posts

Nathan Jones

Nathan Jones

@delvatheus

Just an average guy bent on doing extraordinary things.

Bangalore/Chennai, India Katılım Haziran 2008
76 Takip Edilen46 Takipçiler
Nathan Jones
Nathan Jones@delvatheus·
@GlobalCollapse $CRML The selling volume is being more than the buying volume. Why would they be dumping close to EMA 200
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Late Stage Capitalism
Late Stage Capitalism@GlobalCollapse·
@delvatheus Who, $EULIF? Because they are getting a nice premium and the combined company is stronger, so in the long run everyone will do better.
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Late Stage Capitalism
Late Stage Capitalism@GlobalCollapse·
This also does not account for the fact that the combined entity is stronger, the shares of $CRML held by $EULIF are being canceled when the deal closes (34%), and now $CMFL has full ownership of Tanbreez.
warren Shirley@warrenShirley15

$EULIF // $CRML European Lithium enters binding agreement to value EULIF shares at .035 of a share of CRML upon merger. Current price: CRML - $10.60 EULIF - $.29 Emptied value: EULIF - $.371 🚨 30% implied upside 🚨

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Daniel Romero
Daniel Romero@HyperTechInvest·
Leopold lost his aura That’s my honest opinion Got Iran-pilled and loaded up on semi puts before one of the biggest rallies in history Exited his huge $INTC call position at $44 before the $100+ rally - > Sold $HUT before it went up 105% - > Sold $COHR before it went up 52% - > Sold $CIFR before it went up 49% - > Sold $TSEM before it went up 41% - > Sold $LITE before it went up 35% - > Trimmed 40% of $BE before it went up 90% - > Trimmed $CORZ before it went up 59% - > Trimmed $SEI before it went up 40% Exited calls and missed a ton of upside Portfolio getting lower quality, in my opinion, and messier
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The Figen
The Figen@TheFigen_·
He shows how to easily create a shock wave in water.
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YodaStocks
YodaStocks@YodaStockInvest·
What stock will you NEVER touch again, no matter how cheap it gets?
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Ren
Ren@Ren_aramb·
$TRT holy f… TRT is going vertical +40% on the day after earnings confirm the sustained acceleration in growth and revenue. I have to thank @MauroBianchi24 for making me look at TRT again. He was telling me about this stock just yesterday, and his insights about a crushing ER were spot on. We are all better if we support each other. Let’s keep sharing alpha.
Ren tweet media
Ren@Ren_aramb

$TRT ER just dropped May 14 and it’s insane how fast this company is moving. The revenue is not only growing it’s accelerating: Q1: +58%. Q2: +82%. Q3: +124%. AI GPUs and EV chips can’t ship without reliability testing. $TRT runs the burn-in. $7.8M in orders already confirmed. New 104K sqft facility coming online in Malaysia. This is $AEHR in the making. Picks and shovels for the AI and EV silicon buildout. The market is just starting to realize it. Revenue run rate approaching $65M annualized. Balance sheet clean. Debt-to-equity 0.11. This is still early but it’s going fast. Complementary TA from @mkfilko, looks like a break out is bound to happen. I’m long $TRT NFA

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Abcpoker
Abcpoker@AbcpokerBI·
Hype för #Sivers helt tokig på Twitter Bara hype och man kommer leda område X och Y Ingen snack om värdering. Sett detta många gånger slutar alltid blodigt 📉🩸 Ex CSU, PLTR, Fingerprint, TTD
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Nathan Jones
Nathan Jones@delvatheus·
@sunxliao rare earth magnets go into all those servo motors
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Sun Liao
Sun Liao@sunxliao·
The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈 Pay attention... most people only really know $TSLA. Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too. Here's the chain... simplified drastically... Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer. Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere. Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads. Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play. Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click. And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play. Pick the chokepoints. Own the picks and shovels... then wait. Will share more ideas to followers soon. NFA.
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Abcpoker
Abcpoker@AbcpokerBI·
#Sivers officiellt det sjukaste jag sett på svenska börsen USA har man ju sett mycket värre. Men vi har ett klassiskt "loserföretag" som nu värderas till 17000 MSEK. Försäljning typ 300 MSEK per år, stor förlust på det.
Cura@h79sharesunder

Sivers:

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Heart Rate Trader
Heart Rate Trader@HeartRateTrader·
Any mid–large cap experienced traders to follow? I I missed the train on $SNDK, $MU, $KOPN, $MRAM, $AXTI, $WOLF, $LWLG and many others. Probably because I’m literally a 2 year trader and was fully focused on penny stocks. Time to broaden my range and the areas I work on.
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Serenity
Serenity@aleabitoreddit·
Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.
Serenity@aleabitoreddit

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?

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SoFire
SoFire@Sofigoodboy·
누가 또 우리 $SIVE 괴롭히냐
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Melis ✨
Melis ✨@ffmelis·
Sol beyniniz varsa kedi yavrusu görürsünüz, sağ beyniniz varsa tavşan yavrusu görürsünüz. Ne görüyorsun?
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tica
tica@ticaticuu·
The importance of choosing the right location when opening a store
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The Asian Investor
The Asian Investor@asianinvestors·
$SIVE opens down 10%. Who's worried? Because I'm not. This dip would probably be bought up by end of day.
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Serenity
Serenity@aleabitoreddit·
Every day it's like this on repeat with $SIVE, it's like dejavu lol. Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets. New local hit piece on their own frontier company happens every market open, stock drops 10%: -> "CPO and the CW lasers is nothing new" -> "Sivers is going up against well funded $LITE and $COHR and will lose because of capital" -> "They had to dilute 2.5% to get listed on Nasdaq" -> "Delayed annual report is sketchy" (to get listed on Nasdaq) -> $SIVE is not big enough to capitalize on $JBL relationship and scale. Local Swedish folks end up selling. Western investors/funds end up acquiring the float. Better for the West to own the company before CPO ramp starts. Creating a frontier company purely from Sweden seems hopeless given local culture.
Serenity tweet mediaSerenity tweet media
Serenity@aleabitoreddit

I'm still laughing how much Swedish hate their own frontier companies so much. That they write hit pieces every day on $SIVE. This one was entertaining: Local journalists show up to an empty $SIVE administrative building uninvited. Because they can't fathom the CEO is in Silicon Valley or design team is working on US Gov CHIPS act dev in the US. And because there weren't many cars parked outside + CFO wouldn't take questions about secretive hyperscaler deal financials. They wrote a random negative hit piece. By repeating "There are several who make lasers like these and Sivers are far from alone". Several like $LITE, $COHR, $60B+ companies. and reported earlier that "CPO is nothing special, it's been around for years." While GS projects CPO going from $1B -> $91B TAM over the next two years. Even put "Plans" in quotation marks because they didn't think Sivers is supplying lasers to $JBL 1.6T LRO. IMO, $SIVE ends up as a $10B+ company next year, especially if they follow what $LITE / $COHR did with downstream IP integration to capture more of CPO module BOM. Just don't think Swedish people understand hyperscaler supply chains, concept of forward growth, or the fact that employee count doesn't equate to revenue. Transfer of control from local Swedish -> West is always appreciated, as this was a majority owned local retail company before.

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