@oguzerkan So u think MU will crash within a year or so? Memory sector is cyclical, that's why when demand dries up the stock price goes down.
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jkb
38 posts
$MU
1990 revenue: $333 million
2000 revenue: $7.3 billion
2016 revenue: $12.4 billion
2026 revenue (est.): ~$120 billion
This is the second time $MU’s revenue has grown 10x in a decade.
We all know what happened after the first one.
History doesn’t repeat, but it rhymes.
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@aleabitoreddit In ibkr the orders for xfab in sbf exchange don't get filled. Tried 10 times since morning.
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Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2.
Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research!
Looks like formal announcement got pushed back to next week though.
Vnz@lesantcho9306
@aleabitoreddit It was included in the March 2026 blueprint. Let’s see the publication of today and the proposal for EU CHIPS ACT 2.0
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@aleabitoreddit Hey, can you pls give your opinion about $MRAM? Where do you see it in the memory supercycle?
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If you’re curious why $SIVEF is up even more today.
$SIVE, as a CHIPS act recipient:
Now likely powers the Golden Dome.
As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS.
York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome.
So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.
Mac 🐺@MacnBTC
$SIVE +200% something in only 2.5 weeks all credit to @aleabitoreddit, made me more than I made in crypto past 5 months
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@commonsenseplay For Europeans it's a no-brainer. All other europe based brokers are simply bad.
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Follow-up from my January post comparing brokerages.
I tested them all - Robinhood, Webull, Schwab, IBKR, etc.
Clear winner for me: Interactive Brokers (IBKR).
Why I landed there:
- Lowest margin rates by a mile (always keep your margin under 10%)
- Best execution (this actually matters more than people think)
- Access to global markets (lots of my smaller and international picks are available on this app) not just the big popular stocks like $NOW $PATH $ACN $IONQ etc
- Professional-level tools if you want them
- Rock solid from a trust/reliability standpoint
It’s built for people who care about performance over confetti.
I also reached out to them after choosing them, because I actually like and use the product - here is the affiliate link - if you do decide to check it out, using it helps support the account.
interactivebrokers.com/mkt/?src=csiX&…
Either way, I only stick with what I actually use- let me know what you think of them!
Common Sense Investor (CSI)@commonsenseplay
New year, new brokerage. Comparing the most popular platforms right now - Robinhood, Webull, IBKR, Schwab, etc. Which one do you use and why? Fees, execution quality, research, charts, margin rates, mobile UX, trust/reliability etc.?
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@aleabitoreddit Intel was really a no-brainer since trump and co got into it!
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Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
Not including others like $TSEM that are about to hit triple digit returns too in a month.
The amount of hate people like myself get for posting free ideas over the internet is pretty insane TBH.
Starting to make sense why people just set up $20,000 paywalls and sell info to Western institutions instead of helping out salty retail investors (especially over in Europe).
But helps me keep motivated to keep posting with these positive comments.
Jason@Nangjayson
@aleabitoreddit I basically skipped over the March Iran-war market drop while staying heavily exposed to stocks, and still ended up gaining thanks to your picks. Portfolio is up 3x YTD and I’m just some random retail guy from Canada, so I can only imagine how many others you’ve helped. Thank you
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@ChartingGuy Some people will attack you for pointing out the truth. The reality is that Israel never wanted any peace in the region. They thrive on chaos. They can't expand, occupy, terrorize Lebanon and gaza if everything is settled.
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@solidintel_x So that they can occupy as much of Lebanon as possible and destabilize middle east and Iran.
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INTEL: Israel considers a ceasefire premature and hopes the military campaign can continue for at least another month
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What's even going on at X?
X is charging my foreign users an additional 46% on top of my subscription.
I'm only asking where the additional premiums go to...
From someone who has the most paid subscribers in the finance category.
-> They refuse to give a simple answer and closes the ticket.
I've been trying hard to advocate other users staying on on X compared to financial competitors... but wtf.
I thought this platform was one seeking maximum transparency?
Serenity@aleabitoreddit
Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins. 8605 subscribers at $1.00: -> $1595. Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void. I’m not here for subscription revenue so I don’t plan on changing anything. But just found this pretty amusing even if you factored in pro rata or holds/delays. You would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding. Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.
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jkb retweetledi
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet:
$SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers)
$TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry
$NOK, $CIEN, $CSCO, $COHR - DCO
$HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays
$POET - Optical Interposers
$SOI, $AXTI, Shin-Etsu - Substrates
$FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly
$MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs
$LWLG - Speculative Modulator Materials.
$GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers
$FORM, $KEYS, $VIAV, $AEHR- Test & Measurement
$BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding
Many are private companies from Lightmatter, Ayar, Ranovus and others.
Now... Everyone is asking... How do you profit?
If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment.
The alpha is capturing the rotation:
From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO.
Highest upside potential are the ones that aren't included in current cycles.
But that are in the next.
Companies like $SOI, $SIVE, or $AEHR are perfect examples.
Ride the current pluggable bottleneck like $AAOI.
But the alpha is frontrunning institutions with the next CPO bottleneck.
The capital rotation is inevitable.
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@aleabitoreddit Good thorough research. Thanks for all the efforts that you put in.
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jkb retweetledi
Photonics stocks
Substrate & Equipment
• $AXTI – substrate materials exposure
• $IPGP – fiber lasers & light sources
• $IQE – advanced epitaxial wafers (InP, GaAs)
Optical Components & Systems
• $LITE – lasers & photonics components
• $COHR – diversified optical tech
• $GLW – fiber & telecom glass
• $POET – photonic integrated circuits
• $CIEN – optical networking leader
Transceiver & Interconnect
• $AAOI – optical transceivers
• $AEHR – photonics/semi testing tools
• Photonics is deep-tech infrastructure, not a short-term trend.
• As AI compute scales, optical bandwidth must scale with it.
• The highest value often sits upstream — substrates, epitaxy, fabrication yield.
• Scarcity = leverage.
Photonics today is where semiconductors were decades ago — a foundational layer quietly powering everything.
If AI, cloud, and connectivity continue expanding, photonics must expand with them.
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$BKKT is down -23.87% premarket after a new $300M ATM dilution.
In my opinion, this is one of the worst companies in the entire market.
I feel sorry for people who followed a certain influencer at $45 since retail portfolios are now wiped over 64%.
There’s an endless cycle of news fomo -> ATM/massive dilution that only harms retail.
This is the history $BKKT endlessly tries to hide:
Feb 2024: Issued ~1.4M shares + warrants in a registered direct offering.
Jul 2025: Issued another ~6.75M shares + pre-funded warrants in a $75M public offering, when the stock was trading around $24, but sold them to institutions at ~$10 (60%+ discount).
September: Mike Alfred joins -> he starts posting about the stock every day. Management after rally tries to issue 24% dilution awards to executives to sell
Today: $300 Million ATM dumped in the public market on retail, when MC is only $500m
$BKKT so far is of the biggest retail capital destruction companies I’ve seen.
Stocks are a positive sum game where everyone benefits, but this just looks like a value transfer from retail pockets to executives.
After influencer promotion -> ATM or executive grant dilution
I have zero positions but as a spectator:
This is the perfect example of why you should do your own research into companies that have completely toxic financing structures
Serenity@aleabitoreddit
Warning to retail investors: Stay away from $UAVS until the result of the vote on the 22nd. I was researching drone stock recs, and found SEC filings where the shady board voted for a wealth transfer from retail to arbitrage. It's a drone company that's been getting retail attention because it's used by: US Army USACE, NATO (KFOR), and other armed forces with a lot of news published recently. I was super excited about this potential long for a $75M company, since they pivoted their agricultural use case to drone defense contractor. However, the November 7, 2025 Filing was a massive dilution nuke. Basically they sold their entire company to arbitrage investors last year in their Series G round, giving these guys the right to buy $100M shares at $1.23 or 75% under market price current is. Back in 2021, the same Series G investors put out false information about an $AMZN partnership to get retail to buy -> dump shares on them (Bonitas Research pointed out this news was fake). The entire company is now controlled by the same arbitrage investors like Alpha Capital Anstalt. These companies control the price too (can easily make this $300M then dilute when retail sees price go up and buys in) With this clause, they have effective control of 100%+ of the entire company now where they can issue new shares -> profit 50%+ -> repeat. I almost fell for it while looking into drone stocks. TLDR: Buying this stock is effectively donating money to the arbitrage investors. The fact the board voted for this structure is alarming. Stocks positive sum game long term where everyone benefits if the thesis is directionally right. In this case, with the current financing structure, every retail investor loses.
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I hope you didn’t get washed out, bouncing back nicely.
$SRPT will see $50 this year.
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I’ve made over $116,000 in just 1 month using my custom CBC strategy.
So I made it a FREE TradingView indicator.
It tells you:
• when to buy
• when to sell
• when to stay out
I’ve been testing it for months, and it’s been printing. 📈
Like + Comment “CBC” - I’ll DM it to you.
(Must be following to DM)
$SPY $SPX
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jkb retweetledi
I DON'T UNDERSTAND WHY PEOPLE DON'T USE GROK FOR STOCKS.
Most traders are looking at charts from 3 months ago.
Grok analyzes real-time sentiment on X to predict tomorrow.
Here are 8 prompts to find the next 10x stock:
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@commonsenseplay Yeah correct assessment on these quantum plays but the problem with these stocks are that even a hint of good news on one of these companies drives the whole sector. Shorting these stocks are extremely risky, I'd even say that it's more risky than buying them.
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It looks like the run for Quantum stocks has come to a real end! $IONQ $RGTI $QUBT $QBTS
While the broader market is surging today on the FED rate cut- the S&P 500 is up almost 1% - the entire quantum sector is moving in the opposite direction.
The momentum that carried these names earlier in the year has completely faded, and we’re now seeing a pretty sharp reversal.
Instead of benefiting from the rally, the leading quantum companies are getting hit hard:
- $RGTI is down more than 6%
- $IONQ is down over 4%
What makes this stand out is how clear the divergence is, the market is climbing, but quantum is sinking. That signals a major shift in sentiment.
The excitement is gone, and buyers aren’t stepping in to support the prices anymore!
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while high beta stocks are getting tossed around, $KRKNF just won’t crack.
When a volatile market can’t shake out a small-cap defense name — its shareholder base isn’t panicking at all.
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BREAKING: The Fear & Greed Index falls to 9, the lowest level since April 11th.
"Extreme Fear" and sentiment last seen at the April 2025 bottom.
Yet, the S&P 500 is down -4% from its record high and up +37% since the April low.
This is simply NOT what you see before a market crash.
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