nullnoob

@cryptorover Hot take - no this shouldn’t be illegal - then we can’t copy their trades and enrich ourselves as well.

THIS SHOULD BE 100% ILLEGAL. The President of the United States bought stocks. Then he publicly promoted those same companies days later. And the penalty for filing many of those trades late? Just $200. According to Trump's latest disclosures, he executed more than 3,600 trades worth between $220 million and $750 million. Now look at the timing. On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Nine days later, he publicly told Americans: "Go out and buy a Dell computer." He didn't stop there. He continued praising Dell on February 27, March 9, April 16, and May 8. $DELL later surged to record highs and is up roughly 140% this year. Then there is Apple. On March 11, Trump bought between $250,000 and $500,000 worth of Apple stock. That same day, he publicly praised Apple and highlighted its massive US investment plans. By the end of March, he had accumulated as much as $7.2 million worth of $AAPL. Then there is Micron. On March 25, Trump bought between $50,000 and $100,000 worth of Micron stock. The very next day he went on national television and called Micron: "One of the hottest companies." He ultimately built a Micron position worth as much as $530,000, and $MU is up nearly 200% since then. Trump's team says independent advisers manage the portfolio and that he does not personally direct the trades. But that explanation raises another question. If advisers are making these trades completely independently, how do they keep ending up in companies that receive public praise from the President within days? This isn't a coincidence but a rigged system that only benefits the rich and those in power.

- $AAOI at $12B - $SIVE at $2B - Foci at $2.8B - Shunsin at $2B Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different lineup this time. $AAOI due to absurd H1 2027 revenue projections from capacity ramp, doing everything from laser fab to assembly in America. $471M/month… that’s in 2027, the TAM increases exponentially in 2028. $SIVE is also ramping absurdly high, 77% revenue pipeline growth of the entire company’s history to ~$799M Primarily from photonics… in a single quarter. And they’re projecting 60% gross margins off that. Foci - $NVDA / $TSM primarily FAU supplier and bottleneck for COUPE. Genuinely not sure how this is $2.8B. BOM share for their passive components + FAU are massive in 2028. Just a bit early H1 2026. Shunsin - Legit you see Foxconn get CPO/photonics related orders over and over for $NVDA and others. Just nobody knows the packaging/testing gets done by Shunsin. A lot of contracts are also under Shunsin’s subsidiary too.. so markets/algorithms don’t know what’s coming imo. Runner up is $XFAB, they’ll probably be central to EU CHIPS act 2 for silicon photonics at ~$1.5B MC. And of course SiC/GaN foundries should go brr with 800vdc push by Nvidia. Especially if they’re the only high volume one in United States per Dpt. Of Commerce. And it’s such a low price/book ratio so you’re kinda getting the company upside for free, while US Gov/EU Gov subsidize their capex.

@CKCapitalxx he’s out - finally I can buy 💰

$HLIT dropped 11% today and then continues to drop after Kevin Xu sold their position and retail panicked out behind them. After hours it is already recovering green. This is exactly the kind of move that creates opportunity. Nothing about the thesis changed today. Not one thing. One person sold and a wave of retail followed them out the door without asking whether the actual business got worse. It did not. It got better. Let me remind everyone what they just sold. A software company with greater than 95% market share in virtualized cable access. Every major US cable operator already a customer. $582 million in backlog up 87% year over year. Revenue up 43% last quarter with the largest beat in company history. Full year guidance raised to $475 to $495 million. 52% gross margins expanding as the software mix grows. And the catalyst behind all of it is mandatory. DOCSIS 4.0 is the largest upgrade cycle in cable history. Charter committed $5.5 billion. Comcast mid ramp. Cox through 2028. Every single one of those deployments runs through a Harmonic cOS license. There is no alternative platform at production scale. A single seller does not change a mandatory multi year upgrade cycle. A single seller does not erase $582 million in backlog. A single seller does not remove 95% market share. The business is stronger today than it was a month ago. The price just went on sale because people follow accounts instead of fundamentals. The thesis is better than ever. I am not going anywhere.

@4orces @AldrinGiler @grok confirm that the IDF is a client for $HUBC

@4orces @AldrinGiler ah shit you weren’t joking - I stand corrected - this deserves a review 👀

@nu11noo8 @AldrinGiler IDF

$HUBC Guys at $1.00 we are still early for this play. Let's go legends ✨️

up nearly 45% on $NOW 🔥 anon, did ya listen?! 💰

um what 👀

A lot of talk about ethereum:native dying and creators selling… probably the right time to buy…

While we’re at it - can we please get the ability to more easily import & export watchlists as well?! I think these are some easily accomplished items that will greatly improve the overall user experience. That would be swell! @RobinhoodApp @AskRobinhood @vladtenev

Hi @RobinhoodApp @AskRobinhood @vladtenev The current news article for $occ is incorrectly referencing to the Office of the Comptroller of Currency rather the company Optical Cable. Also can we please get referral codes to be more pseudo-anonymous? Possible PII is leaked since the referral code includes an account users’ legal first name.

🔥 NOW: Tokenized assets are projected to grow 100x by 2030, per a16z crypto.

@HunterAllen4 for just $1 you offer deeper research than just this?! amazing 💯

$IPWR Up 30% One of the most overlooked infrastructure bottleneck plays in the entire AI trade. Most investors are focused on GPUs. That could become one of the biggest opportunities in the market. REPOST. BOOKMARK. Subscribe for 1$ more deep research. Ideal Power ($IPWR) is developing B-TRAN® — a patented bidirectional semiconductor power switch built for solid-state circuit breakers (SSCBs), EV contactors, battery disconnect systems, static transfer switches, energy storage systems, and high-voltage DC power infrastructure. The company is still early. But the setup is becoming extremely interesting because hyperscalers are now moving toward 800V DC architectures to support next-generation AI compute clusters. This is where the story changes. $NVDA and partners have already published reference architectures around 800V DC systems for Rubin Ultra-scale AI deployments. That architecture explicitly includes solid-state DC breakers and advanced protection systems. Not optional. Required infrastructure. AI racks are rapidly moving from: • 10-50 kW historically to • 250-600+ kW and eventually toward MW-scale racks. Traditional 400V AC infrastructure becomes increasingly inefficient at those densities. 800V DC solves several major problems: • Lower current • Lower I²R resistive losses • Massive copper reduction • Lower heat generation • Smaller infrastructure footprint • Easier battery/storage integration • Higher rack density But there’s a major issue: DC systems are much harder to protect safely. Unlike AC, DC has no natural zero-crossing, meaning faults can sustain dangerous arcs and create massive reliability risks. Mechanical breakers are too slow. This is why solid-state circuit breakers are becoming critical infrastructure for next-generation AI data centers. And this is EXACTLY where B-TRAN fits. B-TRAN’s advantages are what make this potentially disruptive: • True bidirectional operation in a single device • ~5x lower conduction losses in bidirectional applications • Up to 75% fewer switching components • Lower cooling requirements • Smaller system footprint • Lower overall system costs • Microsecond-level fault interruption • Lower heat generation • Better overall PUE efficiency A 1-2% infrastructure efficiency improvement can save operators millions annually while improving “tokens per watt” economics. On May 14, $IPWR disclosed an LOI to co-develop a B-TRAN-enabled SSCB prototype for a U.S. hyperscaler supporting NVIDIA Rubin Ultra 800V DC architecture. Target delivery: Q4 2026. Additional commercialization progress includes: • Lead Asian circuit protection customer developing SSCB prototypes for 800V AI data centers and energy systems • Medium-current SSCB projects for storage and data center applications • Stellantis EV deliverables expected mid-2026 • Multi-year co-development and sales agreement for protection products • Engagements with additional multinational suppliers and OEMs Management stated the funnel increased roughly 50% since early 2026. And the opportunities are diversified across: • AI data centers • Energy storage • Industrial/grid infrastructure • Automotive/EVs This is important because B-TRAN is not a one-market technology. Recent numbers: • Q1 2026 revenue: $0 • Q1 net loss: ~$3.6M • Q1 cash burn: ~$2.3M • Cash balance March 2026: ~$16.4M • Recently completed ~$30M direct offering • NO debt Because this isn’t competing directly against NVIDIA. And if 800V DC architectures become the new standard for AI data centers, technologies enabling safer and more efficient power distribution could become massively valuable. Especially if they reduce: • power losses • cooling costs • component counts • infrastructure footprint That is the core bull thesis for $IPWR. Sub-$100M market cap. Over $300M sales funnel. No debt. That’s why the move today matters. $MSFT $GOOG $MX $NVDA $VOO $NBIS $NVTS $IREN $AMD $SIVE $TE $AVGO $CEG $PWR

United States will remain the largest economy in the world this year with a projected GDP larger than China, Germany, and India combined 🚨

@litecoin Don’t worry still holding 🫡 #digitalsilver

Thank you for your service.

@athuinvests good looks on $trt 👀

$TRT is the next $AEHR ! Both are complementary for testing and NOT competitors. 5-10X in the making. Read my full thesis. 🔥

@TheValueTrade $intc 🎉

What’s been your best performing stock this year?

@retail_mourinho *buying opportunity

THIS ESCALATIOB WOULD TRIGGER THE NEXT MARKET CRASH

@TheHackersNews has this been verified and validated by @NIST ?

🛑 [New] 9-Year-Old Linux Kernel Bug = Local Root on Default Debian, Ubuntu & Fedora. thehackernews.com/2026/05/9-year… CVE-2026-46333 (ssh-keysign-pwn) lets any unprivileged user steal /etc/shadow + SSH host keys and run commands as root. 🔸 Public PoC available 🔸 Patch your kernel NOW 🔸 Quick temp fix - sysctl kernel.yama.ptrace_scope=2

@TheLongInvest sounds more like $ondo to be honest… they just settled for the first cross national transfer of digital US treasuries recently…

This generation is not going to accept a response in 3-5 working days They will not accept their money to be transferred when banks get around to it 2-3 days The market will decide where business moves Tokenisation will force banks to move with this demand $ETH is the solution