Hallowee1234

@XtineFang and he deserves every cent of that money thank you serenity

Serenity is now making > 565,000 USD/yr > from just 1 USD/sub

@Steezehuman are we seriously still making this slop bs in the grand year 2026? Who the hell is the target audience?

The two types of traders we have

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.

@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.

fascinating day today? $smci will 2-3x in the next 6 months mark my words.

@tien_huynh7682 @aleabitoreddit It's so bad I only use this website to look at @aleobitoreddit_ . The bots flood everything and Mr Musk doesn't seem to care!

@aleabitoreddit The bots problem is absolutely terrible

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.

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!

Good idea, I'll go with $Futy instead as it has more diversification.

@bruhhhman_real awesome sauce ma boi

$SGBX? Interesting opportunity but very high risk.

$OSS seems good, I bought a little, thanks @aleabitoreddit

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

Windscribe is a great service, very few vpns allow p2p, thank you windscribe. Now give me that extra 5gb @windscribecom