jackieeeeeee

@168X_Fortune @ShanghaoJin 太棒了 感谢总结

@wangzhian8848 傻逼王志安 你又懂了

看新华社报道，习特会谈的不顺利。

@jntm1412 @Money_or_Life_X 现在类似于sndk在三百块

@Money_or_Life_X 这些早都涨麻了，不敢上车

Ace的光通讯“小 ETF” = $SOI + $TSEM + $LITE + $SIVE。这个组合的投资核心是：硅光PIC路线 + 激光器。 - SOI 和 TSEM 分别是硅光 PIC 衬底和代工的角色，它们是紧密的上下游供应关系。这两家公司的护城河非常高，很难有竞争对手在短期内介入。基本上这两家公司是绑定的，一荣俱荣，一损俱损。 - LITE 在传统可插拔路线有 EML 激光器，在 CPO 路线它有 ELS 外置激光器，还有 OCS 光路交换机，属于整个供应链中游激光器和光模块的领导者。而另一家激光器的细分挑战者是 SIVE，它专注做 CPO ELS 外置激光器。LITE 发展成熟、体量大、未来确定性高，而 SIVE 是这里面未来最具有竞争压力的公司，也是这四只股票里面投机性最强的公司。 仓位分配上：LITE > TSEM > SOI > SIVE 这个组合并没有超大型企业玩家，也没有磷化铟 InP 路线的玩家，而是倾向于 CPO 和 硅光PIC 路线。

@Money_or_Life_X dfb cw激光器也要用到磷化铟 只不过比eml路线少

@bubbleboi this is good

This is the end.

@kevinxu gambler

8 years ago I was jobless, in debt, and 2 months from being homeless. Don't give up.

@kovainvest 公司是好公司 股价涨不涨是另一回事 消化估值消化了几年还是大区间横盘

坐在我自动驾驶的特斯拉里刷到了这个tweet 我忍不住了 $TSLA 会成为全球市值最大的公司没有之一 5年之内 Bookmark it. You can’t compare $AAOI to $TSLA Not even close.

@82WztfvhHqZz0Ub @nursingorg92673 你这傻逼机翻看着好难受

If you're not just spouting nonsense, I bought stocks until it reached 7000 SPX, before I started selling. Countless people who followed my advice made money. Ask them how much they earned. I posted a buying list on X and it is still there. Use your eyes and see. You are just a troll.

I don't want to be ridiculed again on Thursday or Friday. Besides, it's my money, I can do whatever I want with it, and I'm in charge of this place. As a trader, has deeply involved in trading over 10 years, I DO know how to survive and how to make money. We will see… 😜😜😜

@Bubblebathgirl dumbass ai video

President Trump received a grand red carpet welcome in Beijing for his historic summit with President Xi Jinping, joined by Elon Musk and top U.S. CEOs. Trump shook hands with Chinese Vice President Han Zheng amid cheering crowds waving American and Chinese flags. A truly honorable display of diplomatic respect! (Video: AI)

@testad110 nearly full port very brave but don’t treat it like a casino

救われた。1日で+13.74％。 ポップコーンを用意しろ。今夜は祭りだ

@kovainvest 不急 慢慢出

did i call the top on $MU today? 高位 高relative成交量 = 大量出货 但明天才是最关键的一天 看买方力量还在不在

$SIVE $SIVEF Something seems very wrong here…I’ll be staying far, far away from this even on a pullback bc what the following release tells me is that the institutional clearing price for just a small amount of shares was 14.5 Skr, about 30-35% of where the stock is currently trading on persistent retail hype. To me this is even worse than $IQE having to raise strategic money at 19.8p, at least they got $MTSI involved on the board, but both of these in combination should give folks great pause about how much they are paying for all of these microcap photonics related names that have gone parabolic in the first half of the year. There is a clear message being sent here imo: The Extraordinary General Meeting in Sivers Semiconductors AB (publ) (the "Company") has been held on 11 May 2026 and in particular the following decisions were resolved. KISTA, Sweden, May 11, 2026 /PRNewswire/ -- Resolution to approve the Board of Directors' resolution on a directed new issue of shares The Extraordinary General Meeting resolved to approve the Board of Directors' resolution of 15 April 2026 to increase the Company's share capital by SEK 4,310,000 through a directed share issue of 8,620,000 ordinary shares, at a subscription price of SEK 14.5 per share. With deviation from the shareholders' preferential rights, the new ordinary shares were subscribed for by a limited number of Swedish and international institutional and other qualified investors, including both new and existing shareholders: DNB Disruptive Opportunities, DNB Nordic Small Cap, Storebrand Sverigefond, Alcur Fonder, Atlant Fonder, Cicero Fonder, Hudson Bay Capital Management and Waterside AM. The subscription price was determined by the Board of Directors based on arm's length negotiations with the investors.

@ShanghaoJin 技术期权 实现了就不是asymmetric bet了

@excu4e16421 挺好，反正故事要27年才知道真的假的

+HIMX、2DG 要玩抽象我可以比你们更抽象 给几个1:30am去DJ桌上跳舞的货，都有正儿八经的故事 供搏身家的去冲，放心～我不割韭菜，肯定好过山寨币

@aleabitoreddit every short position will be long position one day anon

Today I learned $SIVE was so actively shorted... That the price going up accidentally might take down hedge funds? A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers. They now face infinite losses as CPO ramps up parabolically over the next two years. Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs. But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.

$sive $sivef

@Sofigoodboy Nothing new Swedish sell+ us retail take profits + new comers want lower price

$sive no way

@Dima_lavrov0602 @Sofigoodboy what does it do with china though .it is a us stock base in Texas 😅

@Sofigoodboy 중국 연관된 주식은 촉수엄금.. 아무리 킹왕짱 광 섹터라도

What's goin on with $aaoi? From +10% to -8%...?

@jimmyhuli 找個溫柔主人🥵🌶️😂

你找你妈啊

@TJ_Research 欸 這也要桃總親自出來解釋 感覺有點笨🤣

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