Cryptonsports

@convequity Realistic price target?

I see tons of $SIVE hype on X but almost zero explanation why it’s preferred over $LITE & $COHR in CPO LITE and COHR win on raw power (300-500+ mW single CW lasers) for today’s ELS designs. SIVE is pulling ahead in GPU/compute CPO — where CW laser volumes will really ramp — with native 8λ–16λ CW DFB arrays (~50-100 mW per λ). No heavy splitting = lower loss, less heat & higher bandwidth density right next to the GPU ASIC. Flip-chip + imec PDK lock-in seals it. ⚡

@crux_capital_ Is there still room to run?

We need to remind Photonics companies they are overvalued They shouldn't keep going up $LITE ATH $COHR ATH $SMTC ATH $AAOI ATH $CIEN ATH $GLW ATH $ALMU ATH $HUBN ATH $AEHR ATH Tongue in cheek obviously. Just being a bit playful. But there is a serious note here. So many investors missed out on life changing returns for months because this industry was 'overvalued' while chasing industries that are 'under valued' and have been doing down non-stop Everyone has their own risk:reward of course But sometimes it's worth taking a step back and just reassessing

@dkayofficial_ Spot on, it’s a microcosm of society, if anything, you’ll see things on here before they eventually become largely normalized in society

There’s a bit of a myth that ‘social media isn’t real’ The reason people think social media isn’t representative of reality is because people are more truthful online than they are in reality. It is a MORE accurate representation of people’s thoughts. There is less social pressure, less nervousness, less consequence. There is complete and utter freedom to say the exact things you think with zero real-world consequence. A woman who prefers non-Muslim men to Muslims men due to internalised inferiority complexes isn’t gonna walk around saying it, but she’ll certainly tweet it Social media is absolutely representative of reality. People may hyperbolise, sure, but that in and of itself gives an insight into character

@EvanWritesOnX If this happens, Will we see a similar recovery as well?

Here's AMD.

@dkayofficial_ Straight up pathetic, I think he was cooked from weight cut coming in so he tried to take a nicer approach

Embarrassing from Khamzat showing Strickland that much respect

@dkayofficial_ Wouldn’t surprised if these accounts are undercover mossad lol

This is why Islam emphasises the importance of men being the protectors of women Because they’re unable to distinguish flirting from basic human respect by themselves

@dkayofficial_ Good stuff

The S&P500 is now up almost 20% since I called the bottom A $10,000,000,000,000 increase in valuation Check the replies to the tweet I’m QTing, not only did people disagree with me but they did so with arrogant confidence As a lesson - do not listen to random people on twitter who have no track record of successful market analysis and can’t post real PNLs of their trades

Naoya Inoue.

@dkayofficial_ top alts?

I know I’m beating a dead horse, but it’s gonna piss me off watching everyone miss out on the literal easiest money of our generation You have no idea how wild it’s going to get for Cryptocurrencies, absolutely no idea. I cannot explain it in the depth I’m aware of, without physically giving you my brain But we’re in for one hell of a ride

@crux_capital_ what do you think is the next $AAOI ?

$AAOI Do we think we get another moment like this? I remember listening to the call and my jaw was literally dropped for 5 minutes straight I have never listened to a call like that. I increased my size significantly as soon as I heard the revenue comments

@EvanWritesOnX So you would sell positions in US AI stocks?

NVIDIA’s Jensen breaks AI into five stacked layers that supposedly each create enormous, compounding value and therefore justify endless capex. 1. Energy 2. Chips 3. Infrastructure 4. Models 5. Applications His pitch is that every layer is exploding, Nvidia owns the bottom three, and the whole cake is so big that the hyperscalers’ hundreds-of-billions spending spree is not just rational, it’s conservative. That’s the narrative that’s been priced into the entire AI equity rally. And absolutely no one is looking at how DeepSeek completely destroys that narrative. They reached frontier-competitive performance at a fraction of the training cost Western labs assume is required. That’s layer 4. They pulled this off with nothing more than a small cluster of older, weaker H800 GPUs, the limited chips China is actually allowed to buy. They used three smart design tricks. Heavy Mixture-of-Experts (so only a tiny slice of the model fires up for each question), MLA attention (a much more efficient way for the model to focus), and a technique called Engram. Engram basically moves most of the model’s temporary working memory off the crazy-expensive high-speed GPU memory and onto regular, cheap system RAM instead. As a result, they needed way fewer GPUs and dramatically less of the high-end memory that’s currently in short supply. That’s layer 3 and 2. They used far lower power draw per token because the architecture is efficient by design, not by throwing more watts at the problem. That’s layer 1. They maintained open weights and inference costs to $3–4 per million output tokens, which means anyone can build on top. That’s layer 5. The application layer is commoditizing before the hyperscalers can monetize the layers below it. DeepSeek is proof that the *scaling assumptions* baked into every layer of Jensen’s cake are massively overblown. You don’t need to spend trillions to move the frontier when smarter architecture beats brute-force capex. The memory shortage is just the visible symptom of the Western coalition still playing the old game, while DeepSeek, and the broader Chinese efficiency wave, is proving resourcefulness at a staggering level. The moment the West acknowledges this, is the moment when the AI rally crashes back down to reality. But they won’t. They’re locked in a prisoners dilemma, and the FIC is extracting billions in cash fees, while everyone else is holding on to equities worth a fraction of what the market prices them to be.

@big_business_ rudy fs deserve credit, but something gotta be going on with Jokic, he too great to be going out like this

NIKOLA JOKIC IN THE LAST 3 GAMES: 8/22 FG 0/3 3PT 7/26 FG 2/10 3PT 8/20 FG 1/7 3PT GIVE RUDY GOBERT HIS FLOWERS

@big_business_ dawg this is a insane choke job by the rockets

Hope Amen Thompson is okay

The invasion of Iran must be pretty crazy from the Iranian perspective. You're against the most prolific pedophiles ever invading your country and almost exclusively targeting elementary schools, all while their soldiers make tiktoks about how they can't wait to rape your women

They either rape school girls or they bomb them.

@rizqfunnels How

Akhi. Instead of Scrolling X today. Take 3 hour of your time and Build a Digital Product in Canva. if your product is $27: 1 sale/day is $810/mo 3 sales/day is $2,430/mo 6 sales/day is near $5K/mo Like and reply "How" and I will send you the full Guide Insha'llah

@Truthfulsaint00 @akbereo Before akh came on the manhaj

@kb81244 @akbereo x.com/i/status/20083… 😭

Hanafi Athari 🦁💪

@big_business_ man, all this shows is how crazy it is to go 73 and 9 lol

What is happening

@big_business_ something legit wrong in the ravens building, its literally always something, nothing ever just goes right all the way

Lamar did everything tonight and his team still failed him man.