Javed Mati

@ParadisLabs @Yolo365247isme @X On a longer term horizon let’s say 1-2 years both stock can still has very high probability to double from its current level right now. Is that correct ?

@Yolo365247isme @X Next 3 mths? Very hard to forecast out so short-term, almost impossible, so won't be able to comment. Expecting Q2 earnings beats though fwiw

New Long Idea: OE Solutions (138080.KQ) > OE is one of 4 companies that can make 1.6T laser sources…at just $370M MC??? > And I've not seen anyone mention their name on @X...? > When they're in the same layer on the supply chain as $LITE and $COHR ... but at a fraction of their prices. The core bottleneck is shifting from raw compute cycles -> energy + bandwidth efficiency of the interconnect fabric. OE Solutions is a critical player in the transition from traditional pluggable optics -> CPO. Their CMO said recently: “By providing a high-power, thermally stable light source, we are removing the primary roadblocks to next-generation AI networking.” “We look forward to shipping samples in Q3 2026 to accelerate the global transition to 1.6T infrastructure.” OE Solutions has solved the thermal wall bottleneck that was previously preventing $NVDA & other hyperscalers from moving beyond 800G. The bottleneck has moved to the physical layer of the network. $AVGO etc. have warned that supply chain constraints have migrated to high-power laser components. The move to 1.6T networking requires signaling at 200G per lane. At these speeds, traditional copper fails, forcing a shift to optical fiber for even the shortest distances within the data center rack. The solution is CPO: Which integrates the optical engine directly onto the switch ASIC package. However, CPO introduces a new dependency; the need for an External Laser Source. There are only a couple companies globally capable of manufacturing InP lasers with the necessary power (23dBm) and thermal stability (internal TEC cooling) to drive 1.6T CPO systems. OE Solutions is one of these few. OE Solutions are a Tier-1 supplier to Samsung Electronics and $NOK. They incorporate OE Solutions' transceivers into the networking hardware they sell to hyperscalers like $AMZN, $GOOGL, and $META. The supply chain is something like this: 1 > InP substrates from companies like $AXTI and Sumimoto 2 > InP substrates fabricated into lasers by $LITE, $COHR, OE Solutions 3 > Packaging & photonics by companies like $TSM, $FN, Foxconn/TFC 4 > $NVDA, $AVGO, Samsung, $NOK for networking and system integration 5 > Hyperscalers like $META, $MSFT, $GOOGL $NVDA has direct investments in $COHR + $LITE: But OE Solutions acts as the strategic non-China third source for high-power laser engines needed for the Spectrum-X and Quantum-X photonics platforms. InP laser market: Dominated by three players - $LITE, $COHR, OE Solutions. But OE Solutions has a unique Moat that makes it a superior investment play for the 1.6T cycle: As Western hyperscalers de-risk from Chinese vendors (which are 7/10 globally for modules), OE Solutions is the only vertically integrated Asian player outside of the China-US trade friction. OE Solutions has successfully brought production in-house - while competitors like $COHR are still buying laser chips from $LITE due to yield issues. Internalizing Laser Diode chips allows OE to capture the 50%+ margins that fabless competitors must pay away. They also have a significant software moat: OE's partnership w/ AimValley lets data center operators monitor link health in real-time. A feature $COHR and $LITE typically lack at this price point. In terms of valuation: Historically, OE purchased LD chips externally, keeping gross margins near 10%. W/ internalization, margins are set to expand toward 34% - 42% by late 2026. OE historically traded at a 1.0x - 1.5x P/S as a telecom company. But peer companies like $LITE and $COHR trade at 5x - 8x. Applying a 6.0x P/S multiple to 2027 forecasted revenue of ~$135M: Implies a MC of $804 million USD - More than 2x current. So, undervalued given fwd earnings growth.

@ParadisLabs @PRFinandom @X Thank you so much. As always, I sincerely appreciate and respect all the hard work and have been silently praying for your success and well being 🙏🏻

@javedmati @PRFinandom @X Don't worry, I'll be dropping research tomorrow on an exciting company I haven't seen spoken about in-depth

@ParadisLabs @PRFinandom @X I live in Qatar. I do have have access to Japanese stock market.

@PRFinandom @X You don't have access in the US? Or do you need to update your permissions? What about Japanese stocks? Will be posting some research tomorrow

@ParadisLabs @X Really interesting thesis. It’s listed on South Korean exchange that I don’t have access to unfortunately through IBKR 🙆🏻‍♂️

@aleabitoreddit Form is indeed a good one. Holding in my portfolio as well

"Silicon photonics scaling hits wafer testing bottleneck" - $FORM (helps that ficontec left), $AEHR - Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830) - Then large cap Cap - $TER, Advantest (6857) Are some decent exposure off the top of my head if you’re curious. I’ll make a deeper dive ETF for you all soon.

@aleabitoreddit 🥳🥳🥳🥳🥳🥳🥳🥳

They’re still there. It’s just hard to say anything…. When all my recent thesis posts from $HPS.A, $IQE, $AXTI, $SIVE, $AAOI, $LITE, $NBIS, Win, Shunsin, $AEHR, $TSEM, $SOI, and many many others I call out. Just hard outperforms the market. Year to date of +1,116.29% isn’t too bad, right chat?

@ParadisLabs @grils_mama @beauty_oe I follow every single post of yours and have made a really big positive impact on my portfolio. I wanted to take this opportunity to say thank you for all your incredible efforts…. May God Bless You ☺️🙏🏻

@grils_mama @beauty_oe こんにちは！ここではただ自分の考えを無料で共有しているだけです。もし一人でも誰かの役に立てれば、それで十分です！

🌟AIファンドマネージャー、パラ氏語る 「忙しい人は ❶ $COHR ❷ $MRVL ❸ SK hynix ❹ $TSEM の4つの株を25%ずつ持てば、投資信託のパフォーマンスを上回ると思うよ🥺」 半導体の中でも「地味だけど着実に勝つ会社群」がある。優れた経営陣が継続的にイノベーションを起こしている企業だ。 それが $COHR と $MRVL 。 この2つと、skハイニクス、CPO上げも期待できる $TSEM の4社が地味だけど勝てる会社群。 ちなみに、パラさんは、10年ファンドマネージャをしていた方で、最近捕まえました👼👼 知識量が素晴らしい👏 英国紳士です🇬🇧

@aleabitoreddit However, there are many of us who didn’t get a chance to enter in certain stocks or booked profits too early. So if you can make a post to say which stocks are still at acceptable levels even after all the appreciation in recent weeks. This could be really useful and helpful

I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE -> 2x+ $AEHR -> 2x+ $CRCL -> 2x+ $EWY IV -> 2x Unimicron -> 2x+ Nitto Boseki -> 2x+ $OSS -> 2x+ $GDRZF -> 2x+ $AEHR -> 2x With many more like $TSEM, $RPI having close to triple digit returns. Not including many others last year like $HOOD or $RKLB for triple digit returns, just this YTD. There's stuff like $FORM and others like Macronix... and $NBIS that actually doubled from the bottom at $70. But I won't take credit since I didn't do a specific post about it during the timeframes. There's a difference between just mentioning among many other tickers. Then having conviction like myself, writing a specific thesis post about it, getting catalyst timing right, and going long yourself. But proud if this helped retail going the right direction. Especially that they don’t need to pay $2,000+ just to see tickers people go long on or join some “special club” for company discussion.

@aleabitoreddit This is by far the most incredible recommendations I have ever come across in my 20 years of investments. So your hardwork and dedication have made myself and many others feel blessed for having access to such quality research.

@ParadisLabs That’s really helpful. Will wait for opportunities in other stocks as correction in the market won’t change fundamentals of these stocks

@javedmati Thanks Javed. All my favourite names have run up a fair bit, this week especially. But I do see some as being cheap MC wise like $AEHR, $AAOI and Samsung/Sk Hynix.

YTD returns crossed over 500% today. Despite significant macro sell off due to Iran war. And with no margin. Pretty sure I'm outperforming people that charge $5k+ per year for research and technical signals? Some of the big YTD drivers: > AI supply chain bottlenecks make up the bulk e.g. $LITE, $COHR, $AAOI, $AXTI, $TSEM, $IQE, $SOI, $AEHR > $SNDK and Samsung; with rocketing memory prices/supply constraints > Other random momentum trades like $SATL, $SIDU; front running the SpaceX IPO I plan on sharing more of my thought process going forwards like I have this week with some Taiwanese/Space stocks. Still very new to X, but I'm getting more accustomed to sharing my thoughts. Please bear with me! Let me know if you have any questions though, always happy to answer as many as I can. I'm enjoying interacting with you all :) (And no, I do not have any paid discords or signal services, those are all scams. All my ideas and thoughts will be posted right here on @X)

@ParadisLabs @Alphatrader2015 @pepemoonboy Respect 🙌🏼

1. I don't post $ wins 2. I am using my personal capital in my posts. As you'll see in my pinned post, T212 is a personal brokerage platform 3. Never once advertised for new capital 4. I am anonymous 5. I am posting as a hobby as I enjoy research and interaction w others 6. I got approval from large investors to start posting on X. I didn't need to do that, but transparency is key to longevity in this game. So naturally, my posts are monitored by a handful of people who actually know who I am.

WOW… The last 15 hours have been insane. I received a shout out from @ParadisLabs in his post which has since gone viral, and as a result, I have 4k+ new followers. I am immensely grateful. @ParadisLabs you are the man. Thank you again. If you are not following him yet, give him a follow ASAP. He runs his own hedge fund and the content he puts out is straight alpha. Thank you all for your constant support. I am humbled, and it means the world that so many of you find value in my content. If you’re new to my page, I document my entire journey to financial freedom transparently. My goal is that people learn from my successes and failures, in the hopes that they can accelerate their path to financial freedom. Thank you fam 💚🖤🐸

@ParadisLabs Really appreciate all the incredible work you’ve been doing. I’ve been both a follower and a fan 🙌🏼

I've worked in IB & PE. Now I run a hedge fund. So I'm pretty qualified in knowing what good analysis looks like. One key thing I've learnt in my career is that you *have* to enjoy reading equity research so you don't get burnt out. But naturally, only a few firms/people are talented enough to put out truly enjoyable, digestable research. Some of them are hiding in plain sight, right here on @X ----- So with that, here's a non-exhaustive list of people on @X I look forward to reading on a daily basis, in the hopes that some of you will too (if you're not already!) In no particular order: > @illyquid - mainly Asian related AI semis/hardware research & live analysis > @damnang2 - in-depth, technical semiconductor research/theses > @aleabitoreddit - deep thematic research/theses & company/sector analysis > @PhotonCap - technical photonics & semiconductor research/theses > @pepemoonboy - mix of macro/company specific comms > @crux_capital_ - technical photonics deep dives & crucial updates on key players > @Frenchie_ broad macro commentary & analysis > @Blinklebloop - data centers / AI value chain analysis > @KawzInvests - deep AI/tech/space analysis > @degentradingLSD - broad macro/AI aligned commentary & analysis > @michaelsikand - photonics/AI aligned research & commentary > @Kaizen_Investor AI supply chain analysis & other sector specific trades > @Yeah_Dave - broad macro comms & space/AI specific > @TheValueist - AI-aligned research & company specific analysis

@aleabitoreddit Shoutout for all the amazing work 🙌🏼

Woah 9200 paid subscribers… I’m super humbled, thank you everyone! Im glad a lot of people found my thought process on random names from $JBL to $ALRIB helpful for $1!

@aleabitoreddit You are being very humble and generous. I would any day pay 100 times more for all the efforts you put in. #Respect ☺️🙏🏻

Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks… That then get frustrated over someone who shares names from $AAOI to $AXTI for free… And then judge $AEHR or $SIVE by previous year revenue without understanding CPO/SiPH ramp in 2027. Feels like these accounts will get eroded over time as people realize they can get alpha for free instead of paying thousands for it.

@aleabitoreddit $AXTI was trading under $2 a year ago, and even after a 20% pullback it’s still near $50. If I’m not already in, would you still consider this a good entry? I’m fine holding for a few years.

Introducing the Strait of $AXTI: 20% of the world's total global oil supply passes through the Strait of Hormuz. It is the single most critical chokepoint in the global energy trade. Now... Double That with $LITE and $GOOGL instead of South Korea/Japan as recipients? Welcome to $AXTI. They control 40% of the InP supply chain. Both in the raw materials and processing. Two separate different bottlenecks (think of Iran producing oil, then shipping it through the Strait). So, if you 2x the chokepoint with the Hormuz oil bottleneck (but on AI industry level for photonics, instead of Country economies): You suddenly realize AXT's chokepoint (and China) on the photonics market. The current valuation is derived from strategic control. Then the main value comes when AXT exerts its control with price hikes: Since the AI buildout with photonics has no other choice at scale.

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@javedmati Hello, We’re truly sorry to hear about your experience. To assist you more effectively, we will reach out using the phone number registered with your complaint. kindly confirm your preferred contact time? Thank you for your patience and understanding.^^Salih

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