DeMars

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DeMars

DeMars

@demarscrypto

AI × Crypto degen | Building in public | Tracking AI agent alpha before it's mainstream | Survived 3 cycles 🔥 | Not financial advice

Katılım Eylül 2022
99 Takip Edilen278 Takipçiler
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DeMars
DeMars@demarscrypto·
The biggest bet I’ve ever taken was on $MSTR in 2025. Turns out it was literally the worst possible bet I could’ve taken. If I invested in literally anything else I would’ve made a fuck ton of money. Thank you @saylor for creating a stock that only goes down.
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Serenity
Serenity@aleabitoreddit·
Last year I called out $LITE, $COHR, $AAOI, $AXTI, and Innolight before the supercycle... This year: Found $SOI, which was the SiPH substrate = $AXTI. Then $SIVE, which was the CPO = $LITE. Might have found the CPO equivalent of $AAOI. Curious if anyone can guess?
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Serenity
Serenity@aleabitoreddit·
I hate it that my account got so big. That I can’t mention another person anymore without them gaining 1K+ followers or going viral in the algo. Now endless people just make up stuff and bait me into replying…
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DeMars
DeMars@demarscrypto·
@pelositracker They still have stock trading, they’ll be fine.
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Nancy Pelosi Stock Tracker ♟
Nancy Pelosi Stock Tracker ♟@pelositracker·
Breaking: US Senators have been banned from trading on prediction markets, effective immediately, per CNBC
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DeMars
DeMars@demarscrypto·
@Remzztrades Can’t beat the daddy of all inside traders: president Trump
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Remz
Remz@Remzztrades·
$INTC might be the hottest name right now. Might do some crazy shit again
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Paradis Labs
Paradis Labs@ParadisLabs·
My $BE position is ticking along nicely - up another 20% today. Added more ON off the back of their stellar earnings. One of the simpler trades lately: - $ORCL contract + huge backlog conversion + $20B pipeline - and hyperscaler capex tailwinds ramping up (probs get some more confirmation today from them on energy/grid bottlenecks)
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Paradis Labs@ParadisLabs

I usually front-run Earnings for specific companies. By placing trades during Earnings szn. (Don't advise this for most of Retail). $BE was one example from earlier today: - $ORCL agreement dropped 2 wks ago - up to 2.8 gw total. A deal bigger than most of $BE's prior annual shipments combined - Pre-Earnings, consensus was still pricing in only ~$500-540M rev + $0.09-0.13 EPS (mid-50s % growth) - But...the product backlog had hit a record ~$6B entering 2026, total pipeline ~$20B, and the $ORCL ramp was going to pull massive Q1 product revenue forward Plus: - Q1 is usually their weakest Q. So any strength in this Earnings would force a re-rate. So it was a pretty easy trade to make imo: - huge $ORCL contract + visible backlog conversion + hyperscaler tailwinds; all hitting at the right time pre-Earnings - also, defo could've entered off the back of the $ORCL news initially (would've had a much better cost basis), but didn't really have $BE as a high priority buy back then Note - this is my first ever $BE entry, and I plan to hold + potentially scale up slowly over time.

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Serenity
Serenity@aleabitoreddit·
So just putting it out there: Towa (6315), at $1.35B... Is a rare, living definition of monopoly over HBM4 (compression molding). It's been kinda flat YTD, but every memory company like $MU, Sk Hynix, Samsung are their customers. And each of the memory company earnings signaled massive capex increases. Even as seen with $TSM earnings, every major semi is going through a massive capex cycle to meet AI demand. And all three memory makers have printed from hbm3e and nand... so the next capex cycle is probably not like the last (meaning a lot more spend). Like $ASML, this is hyper-cyclical but I wanted exposure to the upcoming HBM4 capex ramp over these next few months. Thought I'd put this name on people's radar alongside $LPK (glass core substrates) as a functional monopoly. But I do feel like this timing is about right while every machine supplier is having a massive re-rating yet this was relatively flat. Not exactly a new find, since a few other analysts + random followers had this name but hope I get the timing right. (Disclaimer: I do hold positions, this just TLDR of my own thoughts, please don’t copy trade)
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Remz
Remz@Remzztrades·
$NVDA 🤪🤪🤪
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Serenity
Serenity@aleabitoreddit·
Markets are looking at CPUs right now and kinda forgot about memory. But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 production recently. $TSM also signaled record capex across the board. But just like $LPK in glass core substrates... There's a decent amount of structural monopolies over in the HBM camp markets that I'm thinking about in places like Japan. That markets may have forgotten? They would largely benefit from current HBM4 capex cycles. Over in Korea, things like Hanmi Semi (KRX: 042700) have been taking off, up 27.6%+ today, so I'd guess the other companies around the world might play catchup soon.
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Serenity
Serenity@aleabitoreddit·
Two most viral stories on $RDDT: 1. Turning $252K -> $7.7M with $AMD 2. Turning $167K -> $2.2M with $RKLB. These stores are likely true, since it's possible to find these niche leaders to change your life around: Again and again across different industries with semis to space. What matters is: -> Finding these rare gems / leaders in a niche field. -> Having enough concentration, for it to matter. -> Having enough conviction to sit through volatility. -> Letting the thesis play out (even if it's across multiple years). You've already seen me do it multiple times with photonics like $AXTI, $IQE, $SIVE, and others. But everything is just speedran from 5 years to months due to AI capex acceleration.
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Remz
Remz@Remzztrades·
Trying to explain my reasoning on each of my trades so you guys can see what i'm seeing. It doesn't mean I'm right btw :)
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Kalshi
Kalshi@Kalshi·
JUST IN: Amazon stock hits new all-time high
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DeMars
DeMars@demarscrypto·
@Remzztrades What you think of $SIMO chart? 👀
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DeMars
DeMars@demarscrypto·
@aleabitoreddit Bro posted and the stock is immediately down 10% 😭😭
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Serenity
Serenity@aleabitoreddit·
Sorry but I’m convinced $LWLG is the current $RGTI of photonics. I have zero clue… How they’re valued at $1.8B. Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly, and testing… Is valued less at $1.4B? $SIVEF, the laser source for $JBL and $MRVL was 1/3rd their valuation earlier this week? Feels like dumb money institutions went into the wrong name off a development test agreement. I have no open positions, just confused
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DeMars
DeMars@demarscrypto·
@futurist_lens Who are your leaders in robotics? What’s your view on $tsla?
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Futurist | 10x Disruptive Stocks
Futurist | 10x Disruptive Stocks@futurist_lens·
Generation Wealth Tip: Research Disruptive Themes • Space • Photonics • AI Infra • Robotics & Automation • Defense Tech Find Leaders. Invest and be patient.
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Ted
Ted@TedPillows·
How is this not a bubble? Myseum $MYSE rallied almost 350% today after announcing its rebrand to Myseum.AI Yesterday $BIRD and now $MYSE, companies are pivoting to AI for pumping their stocks.
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Serenity
Serenity@aleabitoreddit·
wtf. why does it feel like everyone on X is reading my posts now?
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DeMars
DeMars@demarscrypto·
@QuiverQuant Does this guy have good trading history?
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Quiver Quantitative
Quiver Quantitative@QuiverQuant·
JUST IN: Representative Thomas Kean Jr. just filed new stock trades. He bought stock in a company called Amcor, $AMCR. Amcor is a packaging company. Kean sits on the House Subcommittee on Commerce, Manufacturing, and Trade.
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Keşfet

@aleabitoreddit @pelositracker @Remzztrades @ParadisLabs @sunxliao @elonmusk @BarackObama @taylorswift13