guava

@teambullish95 why $pep and not semis?

Long $PEP on this dip!

@hristopelov @hristopelov when do you determine a position cut?

$PEP +1,000 29MAY26 150C

@Ren_aramb wonder why is my ibkr not showing any data for $smol. unable to be traded weird

I'm a mf lucky Pikachu ⚡️… 25,000 followers in 2 months, and now 300 subs in 3 days. Being on FinX has been a life-changing decision for me. I learned to go from 60% YTD alone last year to 480% YTD on FinX this year. That is not something that comes from a single stock. It's a process. I have 2 +1000%, 10 +100% stocks in my portfolio. Learning to trade, to follow the right people when to sell, when to hold and believing in what I think will be the future, has made all the difference. But overall I learn the most from you guys sharing so much valuable information in my DMs. I now have a sub where I can vent my personal thought process. Which is usually erratic AF (because ADHD). Today that meant 6 different posts over 2 hours, from a nice push from a follower into the right mindset and a new long $SMOL was born (I'm up 25% already, gotta love the Swedes). I’m going to keep paying it forward as much as I can. Let’s keep winning together⚡️🫶🏻

@ThematicTrader $FCEL than $POWI?

Why the $FCEL and broader fuel cell $BE $CPWHF bull case is so strong is that as inference data centers will continue to be built in and around communities, the most key consideration for data center developers is time to power, not up-front cost. What time to power means is: - Community Acceptance: Quiet operations and low emissions to streamline government approval - Grid Independence - Modular Deployment - CHP Efficiency - Environmental Profile - Load Versatility - Infrastructure Density

@aleabitoreddit wouldnt $SIVE be better than $FOCI since one is upstream? why are u still heavily positioned in foci/shunsin/nextronics if you see a higher upside in sive?

I’m not selling a single share of $SIVE. I personally think it’s a once-a-generation long given how many hyperscaler suppliers they’re already in. Coupled with GS extreme TAM expansion projections for both pluggables and CPO in the next 2 years. If you didn’t read the $JBL fireside transcript by now validating demand/timeline. Or the fact Ayar removed Lumentum and Macom from their website as laser suppliers validating moat. Or literal CHIPS ACT funding validating technological importance. Or that management is literally doing everything right in my view, with NASDAQ listing into M&A focus, validating forward growth vision. Upside is just way too compelling at current valuations. Institutions have barely entered yet as well… and we’re about to see tens of millions of passive, long term new inflow next month from Nasdaq, Blackrock, MSCI indexes.

@peonyKingOF @peonyKingOF Rell being 60x pe seems pretty high though

skate to where the pucks going

@aleabitoreddit any thoughts on this deep dive article on sive? your analysis on this field is a lot better x.com/moodywriter13/…

A good looking guy that would mog Clavicular side by side has no impact to any fundamentals. I cut some exposure too in $LITE $COHR like Leopold, last month. But rotated it to a specific optical theme with CPO names like $SIVE / Foci. The entire photonics supply chain is in the start of a massive supercycle and there’s nothing more compelling going long on CPO as an architectural paradigm shift. Markets conflate two companies as the entire theme and sell off anything with it. Great buying opportunity for people who understands the nuance though. I still think there’s upside for Lumentum and $COHR, just less likely to double at current prices as fast if you’re going shares only.

@Ren_aramb ren any thoughts on this article? you digest well wonder if this will hit differently x.com/moodywriter13/…

$SIVE Earnings call is May 29 at 4am EST. The most awaited EC on this side of FinX. Finally a forward look at the future of this company, directly from management.

@TT_stocks_ @TT_stocks_ respect u, but hope you dont be blinded bias

People scared Leopold isn’t in? Still adding $FCEL

@MoonTrades7 why $bac?

ADDING HEAVY 🚨 $BAC 51 CALL 5/22 @ .48

@aleabitoreddit Shunsin or Nextronics would be a better buy?

Next year… I’m expecting there to be many articles about FAU + component bottlenecks. Especially as the new CPO architecture led by $NVDA + $TSM starts to scale. Then a lot of these names like FOCI (~$2.8B MC) or Nextronics (~$246M MC) that I’m mentioning today will be in the center of it. Despite many of these “commodity” labels… (just look at transformers/NAND) And I’ll do a “Did you listen anon post” like $AXTI. We’ll see if this is right.

@crux_capital_ $peng

What companies that I cover are you most interested in?

@TT_stocks_ @leopoldasch but he already has a large stake in be, unlikely he’ll add another in the same sector?

In my humble opinion, it will be disclosed that @leopoldasch has taken a large stake in $FCEL His largest position in the energy sector is $BE Catch my drift?

@hristopelov why app?

$APP +2,200 18JUN26 520C

@MMeatloaf7 any thoughts on $sndk and $stx?

$META one of the only laggers left in the mag 7 the ramp up is getting setup imo protect 600 target is back to 663-664 gap fill then 679-680

@StockPatternPro any $STX chart Tim?

$SNDK Waiting for the turn in SNDK, $MU, $WDC and $STX ...should be coming soon.

@Ren_aramb haha i see u mentioned sive without the others

@guavaforg Brother I have more Taiwanese stocks than the president of Taiwan itself.

Hey everyone! I’ve been getting requests to do DD on specific stocks or give entry/size/exit recommendations. That’s not something I’ll do. I research names I find compelling – most of what I post, I trade. But I don’t do TA, I don’t give entries or exits. My edge is trying to predict what’s hot, what’s next, trade around price action + catalyst, and that’s where I’ll stay. The reason I spend so much time on FinX is to find alpha we can share. This community already gives me so much, I was doing the same when I had 500 followers or now that I have almost 20,000. Only that it gets harder to answer everyone now If I ever created a sub (I won’t), it would only be to have a smaller group to go deeper on stocks – but all my trades will always be public. We’re all better off supporting each other than gatekeeping. Leave that to the hedge funds. If something I shared played out well for you – congrats. That conviction was yours. Every idea you see here is just one more input, never a signal. My portfolio will stay public and updated at least monthly. Things move fast, but one thing won’t change: my conviction in the AI buildout. Memory $SNDK / CPU $AMD / Photonics $SIVE $AAOI / NeoClouds $NBIS Always open to discuss any trades in those themes. If you want to support what I do, buy this Pikachu a beer! It’s not about the money – just knowing I made an impact means a lot, leave me a note :) buymeacoffee.com/ren_aramb

@Remzztrades memory seems to be halting, seagate reaching 1000 is so so far away

$SPX can correct 5% from here and the market would still be in a bullish uptrend. Goodnight.

@Ren_aramb ren, would you pick foci or sive if you only have a small account?

$SIVE Q1 report just moved to May 29 (from May 20). For the same reason as the annual report delay – PCAOB audit uplift for the Nasdaq NY dual listing. The 2025 numbers are just restated accounting. It’s housekeeping for a US listing, not a red flag. What actually matters: > LiDAR ramp Q4 2026 > CPO design win pipeline > Fortune 100 sensing customer > Nasdaq NY dual listing incoming (now more inline than ever) If 2025 financials really matter I wouldn’t be a shareholder of this company. I’m here for what has yet to be built. Bullish $SIVE