Hallowee1234

13 posts

Hallowee1234

Hallowee1234

@hallowee1234

I change my mind... Twitter isn't so bad after all!

United States of Ameica Katılım Ocak 2024
7 Takip Edilen2 Takipçiler
Hallowee1234
Hallowee1234@hallowee1234·
@XtineFang and he deserves every cent of that money thank you serenity
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Xtine Fang
Xtine Fang@XtineFang·
Serenity is now making > 565,000 USD/yr > from just 1 USD/sub
Serenity@aleabitoreddit

I now am the #1 most subscribed to account on the entire X platform! After overtaking Elon Musk today. Thank you everyone for helping me achieve my goal.

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Hallowee1234
Hallowee1234@hallowee1234·
@Steezehuman are we seriously still making this slop bs in the grand year 2026? Who the hell is the target audience?
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Stephenblaq
Stephenblaq@Steezehuman·
The two types of traders we have
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Serenity
Serenity@aleabitoreddit·
Yeah… I think all your upstream semi supply chain companies are going much higher. Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030. Revised up from $4.5T from Q1 earnings. “Aggregate capex est. $7.6 trillion between 2026 and 2031.” And it flows upward to these tiny chokepoints like $SIVE for CPO lasers/ $SOI for Silicon Photonics substrates. Leaderdrive/Harmonic for Humanoids components. And so on… Ai names don’t move in a straight line up, but is just the beginning of the next Industrial Revolution as we move from R&D/compute buildout into commercialization from Agents -> Physical AI -> discovery.
Serenity tweet media
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Hallowee1234
Hallowee1234@hallowee1234·
@aleabitoreddit It could be interesting to look into interconnects. It seems like Nvidia and HPE own the only three viable interconncts for hpc compute. Perhaps HPE has more value there than meets the eye.
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Hallowee1234
Hallowee1234@hallowee1234·
fascinating day today? $smci will 2-3x in the next 6 months mark my words.
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Serenity
Serenity@aleabitoreddit·
I’m actually even more bullish on $AAOI at $13B MC given all the recent laser bottlenecks… Than I was back at $2B or $6B. I also think markets missed the analyst note around potential long term supply agreements with $NVDA or $AMD. If they’re projecting $471M in H1 2027… that’s absurd ramp. But of course the $600M ATM is a short term overhang. Just a matter of waiting time? Given it’s more about keeping up with demand… So more of a matter of how much they can make. Probably my favorite US-based photonics long stock now that I own.
Serenity tweet mediaSerenity tweet media
Mi204839@mi20483980476

@aleabitoreddit You’re delusional if you think it’s undervalued at 6b mcap

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Hallowee1234
Hallowee1234@hallowee1234·
Fascinating stock called Ouster (oust) Don't know what it is but I'm up over 50%. Thanks @aleabitoreddit for mentioning it some time ago!
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Hallowee1234
Hallowee1234@hallowee1234·
$SGBX? Interesting opportunity but very high risk.
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Hallowee1234
Hallowee1234@hallowee1234·
gleam wont let me enter msi giveaway because it thinks this is a throwaway account but the truth is that twitter sucks and is boring asl
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Hallowee1234
Hallowee1234@hallowee1234·
Windscribe is a great service, very few vpns allow p2p, thank you windscribe. Now give me that extra 5gb @windscribecom
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