David Lee
6.7K posts
Would any of you guys be interested in free peptide coaching?
I’ve been using peptides for years and they completely changed my life. I’m down 70 lbs without doing anything extreme, and I honestly feel better at 47 than I did in my 30s.
I’ve spent years learning what works, what doesn’t, and which compounds are actually worth using. If you’re serious about improving your physique, energy, recovery, or overall health, I’ll personally coach you for free via DM. Completely private.
I’ll tell you exactly what to order from my trusted source and give you a simple protocol based on your goals.
If interested, comment “PEPTIDES” and I’ll DM you privately to get started.
English
@RosannaInvests What are your thoughts about the short report that came out recently? I’m a fan of $MRAM
English
🚨 The U.S. defense memory chip the Pentagon trusts but Wall Street is ignoring. 👀
$MRAM - Everspin Technologies
The world's leading developer of persistent magnetoresistive random access memory ($MRAM).
The only U.S.-domiciled, U.S.-manufactured, non-volatile memory designed for environments where flash and DRAM physically cannot survive.
🧵Why this is the most asymmetric defense + edge AI memory play on the market:
English
$LITE went up 1,100% in 12 months.💫
$SIVE is running the same playbook - earlier in the cycle.💫
The playbook nobody is sizing on $SIVE $SIVEF:
This is the same playbook that took $LITE from $40 in 2023 to $700+ in early 2026.
Same architecture. Same chokepoint dynamics. Same downstream M&A path. Different timeline. 🔥
$LITE's path:
→ Phase 1 (2015-2018): Laser foundation, selling discrete components
→ Phase 2 (2018-2022): Vertical integration via Oclaro + NeoPhotonics acquisitions
→ Phase 3 (Late 2023): CloudLight acquisition = moves up the stack to assembled transceivers
→ Phase 4 (2024-2026): NVIDIA $2B validation, 17.5x re-rating
$SIVE's path:
→ Where we are: Architecturally unique CW DFB lasers (Ayar/Celestial/Lightmatter/POET/Lightelligence)
→ M&A optionality being explored on ELS/optical engine stack
→ $POET partnership (Nov 2025) — DFB + Optical Interposer for CPO
→ Aeva Q4 2026 production ramp
→ U.S.-Sweden TPD (May 22, 2026) just signed
→ MSCI Sweden Small Cap inclusion May 29 (forced passive flows)
→ Nasdaq dual listing in motion
The compressed timeline thesis:
$LITE's 17.5x took 3 years from $40 lows.
$SIVE's catalysts are arriving in compressed succession - TPD, MSCI, production ramps, M&A path all converging in 12-18 months.
$AXTI did 10x in 18 months on similar bottleneck validation.
$SIVE in 2026 is what $LITE was in 2017-2018.
Capacity allocation creates the bottleneck.
Architectural design creates the moat.
M&A vertical integration creates the compounding.
The market hasn't priced this yet.
When it does, the entry isn't here anymore. 🚀
This is what asymmetric photonics positioning looks like. 👀
Long $SIVE $SIVEF 📈
English
@BlueMoonTrades This could escalate quickly like last year and hit $60!
English
⚛️ $RGTI flow keeps coming.
Yesterday: $811K in calls. Stock ripped 24%.
Today: another ~$616K. Zero puts.
Someone is loading the $30 strike calls hard.
~$324K across 5 trades on that strike alone. 👀
That 3:59 PM sweep — $89.8K. 1,020 contracts.
Right at the close. They weren't done. 📈
Stock at $26.45. Strikes targeting $28-$30
Two days. ~$1.4M+ in call flow.
Trump's $2B quantum initiative this week.
Canaccord fireside chat yesterday.
108-qubit Cepheus-1 system live
English
Some heavy betting on $IWM to go UP near term 🟢 BULLISH
English
@MalibuInvest Winds died down and so did the fires don’t see any smoke! Yay
English
English
@MunozAngel Co-Founder and CEO of BEAM, joins streamer BrokenBone live this Saturday, May 16 at 1 PM Central for a conversation about Faster Than Light (FTL) technology, BEAM 2.0, and upcoming BEAM features.
Watch live on BrokenBone’s channel: beamstream.gg/brokenbone
English
@Micro2Macr0 @TheDemocrats Yup! Plus they want to tank the markets to get everyone back to begging for money! Bernie what a loser.
English
How can any serious person vote @TheDemocrats anymore?
Garry Tan@garrytan
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies. The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
English
@Corgi4joy Will you be doing last play of day here or live or both?! For tomorrow
English
