Pacino alfredo

Ethereum co-founder is involved @ethereumJoseph SBET: $18 After 10 years, ETH is $4,000 SBET could reach $300-$1,000 long-term; market will shift with 24/7 trading.

@aleabltoredditx @aleabitoreddit Yeah suck my balls

@hasbulladrive @aleabitoreddit Hit me up on Telegram via the link in my bio so I can add you to my private chat. In the chat, you’ll get more educational insights, updates, and my stock ideas to learn from.

I only came to Japan to do first person DD on Harmonic Drive (6324) and Towa (6315). Not sure what everyone else is doing in the evenings there…

@Longterms1 Tack själv för du kan googla själv

@hasbulladrive Tack jag kan googla själv.

Sivers kund $poet kanske inte är så bra trots allt? Nedan påminner kanske också lite om beskrivningen EFN gav efter deras besök hos Sivers. Men framtiden för sig har dom ju säkert iallafall, AI och allt.

@Longterms1 Är en lesbisk

@hasbulladrive Men du verkar väl vara någon usel bot eller något så förstår att all info kanske ej kommit fram på din raspberry pi typ.

@Longterms1 Hahahahaahhaahaha usel bot den va roligt trevlig helg

@Longterms1 Är insider det är fake

@hasbulladrive Nehe är det inte så? Igår var det iallafall supermegabull att poet fick en order pga dom köper in från Sivers sen. sivers-semiconductors.com/press/sivers-s… hmmm

@ciainvestor Hate*

@ciainvestor They eat when people make money, Swedish culture

Omd, feels like Swedish investors really hate $SIVE. Don’t get how they’re missing what could be a serious photonics/AI infrastructure play. Meanwhile it looks like U.S. investors are quietly accumulating the float. Sometimes the home market is the last to believe.

@pandaa Nigga

Deleting in 24 hrs, whoever Iikes and says “hi”, we’ll send you a surprise dm! 🐼

@aleabitoreddit Respekt

Woah, this list compiled by you all…. Actually cooked so hard. Many are up 2-6 times already.

@Craaazy1231 Gg

I'm officially in $HIMS. I'm actually full porting this. I'll come back to this, once it hits $50.

@MisterMCAP Ey you are such a nice Swedish potato

Interesting, $SMOL on frankfurt stock exchange under ticker GY9 has more volume than I would have expected. Nice to see some international interest in this diamond in the dirt.

@RyanGarcia Did I win

Seeing everyone wanting to win this makes me sad I wish I could help out everyone. After this I hope to do more giveaways. Sorry to all those who aren’t going to win but I will do more In the future

@aleabitoreddit If you don’t mind, sives and smoltek

For Towa (6315): Earnings are very nuanced. I got the current ER "Beat" wrong in my original thesis (short term), my bad. But it's an amazing structural long and setup for H2 2026 rather than H1. TLDR: Near term bearish algorithmically since they miss the nuance, very positive H2 (markets are forward looking) Revenue ¥54.36B (+1.7% YoY), Net Profit at ¥4.59B (-43.4% YoY). Operating Profit ¥6.91B (-22.1% YoY) News headlines say "EPS crashed -43.4%" or "order miss" that might trigger an algorithmic selloff. 1. As you've seen with US Towa trading, "EPS crashing -43.4%", and algos might have sold headlines. -> But this was due to last year, of one-off "compensation for damage" payout and one-time ¥1.3 billion yen stock sales from last year. -> Also "increased initial costs for new customers in compression equipment." for new equipment is caused profitability losses this quarter. So a bit of an accounting mirage, not really any profitability issues + scaling new orders, so one-off. However: Margin inflection point is already here. Which is the biggest signal. Full year operating margin was 12.7%. For the annual average to reach 12.7% when Q1-Q3 was hovering around ~10%, Q4 should have been around ~18.4% or something? Which is extremely bullish moving forward for profitability, and shows HBM compression machines are doing work, compared to legacy equipment. 2. Order book "miss": "Acceleration expected during the second half of fiscal year 3/27 as front-end process production capacity expands." This signals $MU, Sk Hynix, and others don't have the floor space ready yet, since they're still building front-end wafer fab lines. But H2, is setup for massive beat. Demand visibility is there... just revenue/profit ramp deferred to H2. _ Towa forward guidance forcasted ¥64.0B in Sales (+17.7% YoY) and ¥10.24B in Operating Profit (+48.0% YoY), which signals all time high profitability in the future. IMO they also sandbagged revenue guidance, since they literally said acceleration second-half but didn't give much of a projection beat. Japanese companies tend to be ultra conservative too, their dividend hike is a large signal too Regardless, I think the US selloff was probably just due to negative accounting headlines + lower liquidity. Also I was a bit too early by like 4-6 months. But Towa is an extremely positive setup for H2. Just not your explosive $SNDK $AAOI 10%+ a day type company. TLDR: Long term bullish, short term lot of nuances missed with headlines. Just need to wait a few more months if you have patience. Margins are increasing, revenue/orders deferred H2, dividend hikes, etc.

Since I won 120,00 I’ll give one person 10k who likes this tweet and follows me. Let’s go

@B1ueSkyBreakOut @mikealfred Ajahaahhahahahaah

Eventually there will be a rug pull on this name but the @mikealfred grifters of the world and retail have made a lot of money here. $IREN take your profits and come on over to $GLXY and suffer with us.

@AltcoinDaily @mmmikema Bro shut up

Tom Lee predicts #Ethereum to $62,500 per coin. "The current price of $2,300 Ethereum is cheap."