Felix

@jacobincambodia Name and shame?

FBI-Wanted Indonesian Crypto Scam Boss Caught at Phuket Resort Thai immigration police arrested a 33yo Indonesian man at a luxury resort in Phuket on April 24. Daily News identified him as a major figure in a UAE-based "hybrid scam" ring wanted by both the FBI and Interpol. He'd entered Thailand on visa-exempt tourist entry. Between 2022 and 2026, the operation allegedly ran cryptocurrency investment fraud out of Dubai, sourcing targets through dating apps and social media. What set the crew apart was hiring good-looking male and female models to run live video calls with victims, making the romance pitch far harder to spot than the usual stolen-photo profiles. Once trust was built, targets were steered to fake trading platforms showing fabricated profits. US victims alone reportedly lost over $10 million, around 350 million baht. Police charged him with joint fraud via electronic devices, revoked his stay, and listed him as a prohibited person under the Immigration Act.

@_gautam_94 @00000sol0 Who are you really? Why are you so butthurt with him? Why spend energy on him instead of on yourself? You missed out on his picks? Your shorts got liquidated? Get a fking life, Gautam.

@00000sol0 yes

Serenity owned 1% of sivers when it's market cap was around $100m to $150m if I'm not wrong.. On April 16th its market cap was around ~$730M and on that day he posted $sive will 10X from current levels.. If the stock 10x from April 16th levels as he claims, his position will be worth close to $65M if there is no further dilution.. Also worth noting he leaked the nasdaq listing news on April 13th before official PR from the company on April 16th about nasdaq listing and dilution.. Is it legal ? marketscreener.com/news/prosecuto…

@CollinSLKoh Indonesian government burns more than $17 billion a year for the president's flagship and failed 'free lunch program' that is not only unhealthy but marred with corruption. They are in dire need of money and will go out of way to earn just a single cent.

“Singapore is small, Malaysia is similar - perhaps we could split it in two. If only it were that simple, but it isn’t. So with all our resources, we must not think defensively; we need to start thinking more offensively, but in a measured way,” he said. 🤷🏻‍♂️channelnewsasia.com/asia/indonesia…

What is #800VDC and why do we need it? Using Ohm’s Law (P = V x I), to deliver 1MW of power (P) at low voltage (V), you need massive amounts of current (I). At current data center architecture of 54V, a single $NVDA Vera Rubin NVL144 rack would need 200kg of copper busbars!

@pandawatch88 What do you think of Dajin Heavy Industry?

It's now or never for Chinese gas turbine manufacturers. Vernova, Siemens, Mitsubishi fully booked until 2030, your only option is wait, or try your luck with Dongfang. The tech probably a couple of generations old but the price also 30% lower (guessing here on both) and comes with a ribbon (fact). Yours for 36x PE vs 50x for the big bois. We missed the first 4.5x money tho. Same with Harbin. Both classic Hong Kong dog stocks, listed since 2000. If you spent less time on twitter and more time observing maybe you would not have missed it (talking to myself).

@LowAlphaHighVol The top 5 only made up <35% of your portfolio? How many stocks are in your portfolio?

Another fun portfolio per end Q1:

@donacsgo Is that a pair of default gloves? Eeww

5. The electrons will arrive at cathode and continue #2 6. Due to high temp, the H2O from #3 will turn to steam vapor and react with CH4 near anode at #1 7. The CO2 from #3 will be released and captured by BE [3/3]

This is how $BE's solid oxide fuel cell (SOFC) works: 1. Natural gas, biogas or green hydrogen (CH4) at anode react with steam vapor (H2O) to produce hydrogen (H2) and carbon monoxide (CO) 2. Fresh air (O2) at cathode react with electrons to produce oxide ion ...[1/3]

3. Oxide ion pass through the solid electrolyte (solid oxide) from cathode to anode and oxidizes H2 and CO to produce H2O, CO2 and release electrons 4. The electrons from #3 pass through the wire circuit to produce electric current [2/3]

And once they fully replace natural gas with green hydrogen, it will be 100% on renewable energy. The system is not just clean and modular, it's also closed-loop. While people are talking about SMR's modularity, $BE is already here and operating at scale.

@Zac_Pundi Still doing miles better than your neighbor Indonesia.

Malaysia's story to becoming a net oil importer. This was the 1990s. Malaysia pumped 700,000 barrels a day. Petronas money built the then tallest tower - Twin Towers. Petronas was one of the richest companies in the world. It's now 2026. Petronas output halved to 350,000 and it needs 700,000 so 38% of Malaysia’s imports go thru Hormuz. Also, Malaysia’s petrol is one of the most heavily subsidised so people expect “cheap oil”. Since straits of Hormuz "tutup kedai", we are all fucked but Japan still has 8 months of supply. Korea has 7. Malaysia has only 1 month of supply and overflowing anxiety. Built a Fortune Global 500 oil company but only has supply until next month.

@Bgrew11 @Kentniming @mikealfred Tpyical narrow minded Americans. Go out and see the world more.

@Kentniming @mikealfred Life is short, I like my cybertruck, enjoy your Toyota!

Imagine you had to choose your life at age 40: Option A: Single. No kids. $50M net worth. 850 credit score. Private jet. Option B: Married. 2 kids. $3M net worth. Drive a Toyota. 10 BTC in cold storage. 500 credit score. Fly Southwest. Be honest, which life are you choosing?

@DrJebaim Fair enough. Let there be light at the end of this.

@felix2603 This is the point of the text "when the names eventually drop, you'll want to have companies with sound finances who can recover after the dip, or whatever crysis we're going into" Why tell me how I'll be quiet when they recover? Like I don't want them to recover lol.

In the last couple of days I got a lot of insults from the anime GIRL (guy in real life) avatar fans because of all the great picks he made, and due to how stupid I am to "hate" AKA disagree on some points. True, many great picks, people made fortune. Sure, I'm a loser. What I was repeating a lot was - when the names eventually drop, you'll want to have companies with sound finances who can recover after the dip, or whatever crysis we're going into. Equally, buying ATH in any name, especially risky names is never a good idea. $LITE and $AAOI, $AXTI, $SOI, $COHR will probably do well, but what about $OCC, $SHMD, $IQE, $LWLG, $POET, $ALMU, $AEHR? If you need to wait for 2-3 years for them to improve margins, for technology to be sold, for deals to happen, and if you're ready to go in, just understand what you're going into. There are bagholders in $NVDA $MU $SNDK and they have nothing to prove. They have endless demand in their backlog, and cash to burn for decades, but yet they're sinking. A lot of people can allow themselves to go into risky plays, as they have cash to burn, but for majority of retails who want to go "all in" on some of these names - honest advice, be careful. I got my lesson of waiting for deals on some of my investments. Deals never happened and the stock went down 70%. I had diamond hands, and it brought me no good. F you $TGEN. All the promises you're reading, all the flowers and cookies about these companies - some will realize, some will not. The hint that there's a demand is not a guarantee that everything will go well. Lastly, if you're investing in risky companies from these lists with this macro situation in front of us - you're very brave. I mean it.

@DrJebaim I read. There is a war going on. These stocks went down 10-20% in a day. That's understandable. They will go down some more tomorrow or next week if the ground invasion actually happens. It's pretty freaking normal..

@felix2603 You didn't even read the post, but here you are lecturing. Well done.

Silicon Photonics is the technology of using photons/light (lasers) to move data instead of electricity. Light can carry thousands of times more data than electricity. By integrating Silicon Photonics, chips can communicate at terabit speeds, the massive bandwidth required in AI.

ABF/Organic substrate allows thousands of tiny electrical connections to travel from microscopic CPU pins to larger pins on the motherboard. As chips get more complex, more layers and more pins are needed. ABF is getting pushed to its physical limits. Enter T-Glass Substrate.

For decades, electrons move data through copper wires on a chip. Copper is great, but in this AI era, it gets hot, power hungry and slows down over long distance. The semiconductor world is facing a "Power Wall" where chips risk melting or bankrupting providers with energy bills.

T-Glass substrate is the next gen successor to ABF substrate. Glass is perfectly flat, doesn't warp under heat and allows for much 'tighter' wiring. It allows more chiplets to be crammed onto a single package without them breaking or losing signal.