Juke

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Juke

Juke

@juke10x

Line dancer. Class of '17. Nfa/dyor.

Katılım Şubat 2024
1.5K Takip Edilen265 Takipçiler
Citrini
Citrini@citrini·
In August 2024, our analyst @rennyzucker wrote this section of our optics piece “Can You Hear Me Now?” on RAN with Nokia at $4. In early 2025, Nokia completed its acquisition of Infinera which strengthened its data center optical footprint and is now resulting in favored vendor status for Nvidia’s AI-RAN push. One must be pretty locked in to talk about this while telecom is in a brutal drawdown, hated by nearly everyone and Nokia has traded sideways for more than a decade. We still think $NOK has more than 100% upside from here.
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KawzInvests 🦑@KawzInvests

$NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore? > Optical Networks running on the 800G ZR coherent pluggables from the Infinera deal, sitting directly in the hyperscaler capex cycle. > AI-RAN turning every cell tower into a distributed inference node, what Jensen calls "Robotic AI Radio." > Nvidia took 2.9% at $6.01 in October. Stock has doubled from there. Still only $67B market cap on a business guiding ~50% operating profit growth into 2028. $NOK $NVDA $CIEN

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CryptoCondom
CryptoCondom@crypto_condom·
These $ABSI calls are now up 185% in 2 weeks. One thing that gave me conviction on the initial trade was looking at insider transactions. Two wit, in regards to $ABSI, two of the buyers — Frans Van Houten (former Philips CEO) and Menelas Pangalos (former Executive VP of BioPharmaceuticals R&D at AstraZeneca) — are heavyweight outside directors with deep industry expertise and no compensation incentive to "support the stock." Pangalos increased his stake by 527% and Van Houten by 172% in open-market trades. Lastly, the Chief Innovation Officer bought TWICE — and the second time, right before retiring. $ABSI announced on March 3, 2026 that CIO Andreas Busch would retire March 31, 2026 and continue to co-chair Absci's Scientific Advisory Board. He nonetheless bought $229K of stock on March 12, 2026 — nine days into a publicly known retirement transition. Retiring executives typically liquidate, not accumulate. He'd already bought $152K back in July 2025. TLDR: Earnings are next week and insiders are buying into the ABS-201 interim readouts that now define the company's value. 🍌
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CryptoCondom@crypto_condom

In my profession, I see the proliferation of AI in medicine & therapeutics every day. IMO, AI is going to proliferate every aspect of oncological and medical therapeutics....starting with individualized, tailored genome testing and proteonomics. $ABSI has funding thru 2028 plus the backing of AMD+Oracle for guaranteed computer power. What interests me about it is that it has a unique moat: it is the only biotech, public or private, that is targeting non-drug affiliated antibody targets. M&A chance is high as interested in AI augmented biotherapeutics continues to grow. IV on OTM long dated calls was cheap so I bought calls while spot price was $3.15.

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Jim Cramer
Jim Cramer@jimcramer·
Intel is such a horse. I have NO bear case
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Sting 🎒
Sting 🎒@KRTrades_·
H12 Trends & 3D bitcoin:native
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Hater Report
Hater Report@HaterReport·
LeBron and LeBron and Bronny in 2006 Bronny in 2026
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Nado
Nado@nadoHQ·
Show us your points in the comments. Week 11 points have been distributed to 9,265 traders.
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Juke
Juke@juke10x·
$ONDS
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Juke
Juke@juke10x·
Rally's got legs — the question is how far. Eyes on the D1 200 EMA and ATH AVWAP as potential ceilings (82-84K).
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Zephyr
Zephyr@zephyr_z9·
Smartphone will take a lot more hits
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Juke
Juke@juke10x·
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Juke
Juke@juke10x·
@lBattleRhino yea it was relatively weak too earlier today, ethbtc looking like it wants to breakout now tho
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Rhino
Rhino@lBattleRhino·
Tpd eth too early damn it
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CryptoCondom
CryptoCondom@crypto_condom·
Up 28% since purchase. LTF + HTF bullish. Would add more on any pullbacks.
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CryptoCondom@crypto_condom

Started a new spot position in Lightpath, $LPTH @ $11. DD summary below (full DD in research discord) + updated integrations worksheet w/credit to @KairosPraxis for his original spreadsheet At $480m market cap w/$42m in confirmed revenue, the company is EBITDA+ ....there is zero reason this shouldnt go up a ton in the years ahead bc we all know drones, defense + optical sensor tech arent going anywhere. 🛰️Bonus trade as a @SpaceX beta trade bc of providing @Starlink Optical Space Inter-Satellite Links.

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Juke
Juke@juke10x·
@0xBroze interested if cheaper than wise
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Charlie.hl
Charlie.hl@0xBroze·
never pay 4% FX swap fees again. if interested in being a beta user, please DM BRL, EUR, AED, MXN, etc incoming
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Juke
Juke@juke10x·
@therobotjames Nice. How does it compare to just investing $10K in spx over the same period?
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Robot James 🤖🏖
Robot James 🤖🏖@therobotjames·
three dead simple edges in macro etfs you could trade with a goddamn potato. . . . if you understand how edge is created in markets, you can do the simplest most neanderthal stuff and make money. i’m going to show you three dead simple edges that you can trade in spy and tlt.
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Colossus
Colossus@colossusmag·
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.
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Juke
Juke@juke10x·
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