DNS
14 posts


$CRNA
I dag etter børsslutt setter Pareto den endelige prisen på Circio-warrantene. Utøvelsen starter 26. mai.
Det blir en del utvanning hvis mange tegner, men selskapet får samtidig inn ny kapital som de trenger. Når warrant-perioden er over, forsvinner det usikkerhetsmomentet mange kaller «kvelertaket».
Jeg har sett på andre biotech-selskaper, og denne typen warrant-løsning er ganske vanlig i bransjen.
Personlig synes jeg circVec med sirkulært RNA høres spennende ut.
Håper markedet tar det positivt etter at warrant-prosessen er unnagjort, og at aksjen vil stige etter dette
Norsk

Nothing? If people want to market sell/stop loss the laser supplier to $JBL, Ayar, $MRVL Celestial and others at a $250m, when there's low limit buys, they're free too.
$AXT dropped 20% to $12 when I first posted it at $15 and now it's ~$60.
Best thing to do is look at market cap and not the % fluctuations, since there's going to be a lot of volatility along the way.
$SIVE is probably one of my favorite photonic sector opportunity right now given valuation. And I personally think if people looked back 6 months later, they'll be pounding the table at current valuations.
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The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +100.27%
$LWLG: +92.35%
$VIAV: +88.71%
$AIXA: +73.92%
$AEHR: +70.4%
$CIEN: +67.67%
$FORM: +60.67%
$FOCI: +60.44%
$CAMT: +49.13%
$GLW: +46.77%
$SMHN: +45.94%
Fujikura: +43.89%
$COHR: +41.81%
$KEYS: +40.48%
$TSEM: +36.42%
$ASX: +29.89%
$MTSI: +28.34%
$NOK: +27.5%
Shin-Etsu: +27.33%
$ONTO: +26.28%
$BESI: +24.71%
$UMC: +18.11%
$INTC: +17.27%
$OXINF: 15.03%
$FN: +12.79%
Eoptolink: +11.82%
$TSM: +6.00%
$HIMX: +5.39%
$SMTC: +4.11%
Sumitomo: +3.67%
$CSCO: +3.25%
Innolight: +.33%
$MRVL: +.16%
$APH: -6.48%
$MXL: -7.62%
$AVGO: -7.99%
$POET: -12.99%
$TEL: -14.93%
This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark).
However, if you were curious if you invested in the photonics trend as a whole at the start of the year.
The equal weighted return?
50.033%
I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward.
Especially as CPO is used to scale AI deployments.
Photonics is the new architectural paradigm for AI.

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‼️Giving away‼️ 1 slot for a duo in the 2000$ 💸
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CSGO M9 Bayonet Fade ($540) Giveaway!
Follow these steps to join:
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@valvesoftware do me one favor and BAN fucking all russians from the EU server and make them own servers, how tf is this possible!!!!!!!!!!!!!!!!
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