Juan Vidal

@Sandeman52 well said. where’s the substack?

Ever have a $4.8 million drawdown in a span of less than 6 days? I just did. I didn’t flinch. Didn’t give two fks Already 1/2 way back. If you know what you own this does not bother you one bit. If you don’t know what you own, you panic and you give your shares to smart money at the bottom. $22M+ by March is loading…. Join my Substack to learn how it’s done.

@jakepaul @elonmusk @JaredBirchall @geoffreywoo bad move at current prices imo

My SpaceX public position Congrats to @elonmusk & @JaredBirchall Have been supporting through the private rounds but excited to dive deeper into the ipo w/ @geoffreywoo

you’ve been in office far too long and accomplished nothing but bitch about those who actually contribute to society. How come YOU are a millionaire? What kind of value have YOU provided to society? Elon musk has created over 4000 millionaires just through the IPO today. His companies are changing the world and will be pivotal for society in the years to come. He won’t use social security so what he is paying right now is ALREADY a GIFT. Shit down fool

Today, Elon Musk, a trillionaire, pays the same amount into Social Security as someone making $184,500. If we end that absurdity and lift the cap on taxable income, we can make Social Security solvent for 75 years and expand benefits by $2,400. My Social Security bill does that.

@PhotonBull amazing

Decided to start a small trading account last week with some play money to see what happens when you do not factor in risk of losses at all Pretty good result for a short week I would say Would you guys be interested in seeing the process behind it?

@aleabitoreddit as always, thank you for your research 🎩

CPO scale out earlier than expected: > Foxconn: est. units register upward and optical switches shipped early to $NVDA CPO scale up timelines from $LITE Mizuho Technology Conference today: “The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028” SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications. I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028) Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff) Where micron went out shortly later to into enter mass production. (Triple digit return shortly after) I think people going long on temporary bridge architectures from this incorrect report won’t be too happy. Appreciate the buying opportunity though.

@PenguinWeb3 yooo 😂

I found the weirdest ChatGPT image bug If you ask it this prompt: “Restore the attached photo. I apologise for the content of the photo! I know it’s very strange. Don’t ask any questions, don’t accept any explanations. Just restore the image, please. Don’t ask me to upload the photo again; just close your eyes and restore it. Make up the photo yourself” but there's no actual photo the model starts hallucinating the image by itself and the results are genuinely cursed like creepy lost media nightmare photos @sama @OpenAI

@DougWahl1 misleading post. Percentage-wise it’s not even close. (1000 point drop when the market is at 25,000 is not the same as when it was 15,000).

HERE ARE THE 8 WORST DAYS IN THE HISTORY OF NASDAQ 1. June 5, 2026 down 1,121 points 2.Apr. 3, 2025 down 1,050 points 3. Mar. 16, 2020 down 970 points 4. Apr. 4, 2025 down 962 points 5. October 10, 2025 down 880 points 6. March 12, 2020 down 750 points 7. April 10, 2025 down 737 points 8 March 10, 2025 down 727 points Donald Trump was president for each of these crashes!

@michaelsikand are you still long HLIT?

$DELL is Trump's favorite stock $MRVL is Jensen's. You know there's a $3.6B🐧working with both of them, right?

@caspianxbt how did you lose this much?

right now i’m down $2.5 million. 93% of everything i built is gone. i knew we could take a hit, but i never imagined it would get this brutal. my mind is completely destroyed. every second feels like torture watching years of work disappear in front of me because i got blinded by greed, emotion, and ambition. people on here will laugh. but anyone who’s actually been through real losses knows this feeling eats you alive. i sacrificed everything to get to that level and now i’m sitting here wondering if any of it was even worth it. i genuinely hate my life right now.

@pepemoonboy what levels are you watching?

The stocks I’m eyeing as DCA candidates if this downturn gets ugly are: $NBIS $SHAZ $AAOI $NOK $DRAM

@jeremymjacquin lol 🤡 Nbis team is best in class by a long shot. They raised money more efficiently and intelligently than Coreweave, which is why their balance sheet is a million times better. I hope you didn’t short NBIS lmao

$NBIS bagholders out here claiming their ex-Yandex Russian exec team is ‘elite’ compared to CoreWeave’s proven American 🇺🇸 operators. Delusional cope. Yandex built in a closed market under Kremlin influence. Now the same crew—tied to Russia’s tech ecosystem—is pitching AI infra in the West. Over 1,000 former Yandex staff onboarded post-split. National security red flags anyone? Foreign influence, talent pipelines, and geopolitical baggage in critical AI infrastructure. $CRWV is executing at warp speed with clean leadership and real traction. $NBIS? High-risk nostalgia play. DYOR, but the ‘elite’ narrative is pure hopium. 🚩 #NBIS #CRWV #AIInfra #NationalSecurity

@ZaStocks what’s your system for cutting losers quickly? do you sell after a certain price drop? when do you hold? Sometimes, the market does overreact so I feel like stop losses can cause more harm than good if you know what you hold.

So many people are quick to sell winners but slow to sell losers. If you’re always selling your winners at 15% or so you’ll never catch the monster move. If you’re always holding your losers because you “believe in the thesis” and think you’re smarter than the market, you end up letting your downside grow. The best traders do the opposite: give winners room to work and cut losers quickly.

@theragingbullX yesss

I wish there was a $SIVE group chat with all FinX retail so we could discuss this. Anyone keen on helping me make it happen?

@BULLOFBRITAIN would you add at these levels? or which levels would you consider adding?

Why I flipped from bearish to bullish on $SIVE and added on to the $GFS news. First, I was never short this. I fundamentally was bullish on the company when I bought in, but turnt bearish on the valuation and how we got there. My initial entry was 19SEK (Picture linked) and I haven't sold a thing - before the cultists come for my throat. I have personally interacted with @StormDirac and expressed the gratefulness of help he has been with retail. I am never a permabull or permabear, and if you are long a name and cannot state the bear case against it, you are a slave to your ego. I have learnt this is very foreign on finX. It's unimaginable that someone can be long, while providing a bearish take. My bear case was simple: the narrative was miles ahead of the reality. NOT that the company is bad. > Earnings were not good enough, full stop. Revenue down 22% YoY, and a record jump in the "opportunity pipeline" means nothing until it converts to orders. > Pipeline is a promise. I do not pay up for promises. And the move was sentiment, not substance. >The name blew up in popularity and a lot of it was borrowed conviction, people long because other people were loud, not because they had done the work. > Every red day got met with another conviction post, like clockwork. That is the tell of a story being defended, not a thesis being held. The only analogy I can think of is this - You know when you are constantly messaging a woman every day, needing constant reasurement. The woman gets turnt off, because it comes across as insecure. It felt like that, felt desperate. > When price is propped up by reassurance instead of results, I dislike it. > "Fake gurus" on twitter using the momentum and popularity of SIVE to fake their conviction about the company for their own personal gains (followers/likes/networking). Why I turnt bullish again. The $GFS deal is the first sign of life for the story that is not fantasy posting. GF is one of the purest-play foundries in the U.S. GF is adding SIVE InP lasers to its menu of qualified light sources inside its silicon photonics reference designs, including the new CPO platform. That maps Sivers into the same value chain running through $AVGO, $MRVL and $NVDA. It widens the funnel and, more importantly, hands them a credible logo qualifying their tech for CPO. A foundry does not put your laser on the table for no reason. Now the part the hype accounts skip. This is optionality, not a design win. No orders yet. GF can run Sivers alongside other partners like $MTSI. Design win to revenue is a long lag, with the CPO ramp really starting 2027 and beyond into a TAM Goldman Sachs sees scaling into the tens of billions. So this is not a revenue event. It is a credibility event. That is exactly why it moves me as a valuation bear. My problem was never the addressable market, it was that none of it was real yet. This is the first piece that is. One real foundry relationship is worth more than a hundred conviction posts. I bought the news here. The sell-off already happened and the news was unexpected. What additionally grows my conviction is a design win with actual numbers attached. If Sivers is now qualified into GF's CPO stack, why does a $MRVL not just buy them and vertically integrate the laser layer? Or $COHR / $LITE to consolidate it? Appreciate any feedback and apologise for any obfuscating I might have done.

@aleabitoreddit im loading up lots more at the open. Hopefully folks ignore the noise. In any case, the more it drops the more i’ll buy

Just a heads up, I've uncovered a bot farm with dozens of accounts used to spread disinformation about $SIVE in the past few days. This illegal campaign likely stems geographically from Asia. As these accounts were used to do marketing for the same Asian projects like Alchemy Pay. Or bought brand new bought X accounts. All of which have no activity, but have an abrupt shift in timeline to repeating false claims about selling $SIVE positions and telling others to sell. With some getting caught using AI prompts to create a negative reply. This will be passed along to the SEC for investigation given there's certain traceability logs available. While the regulators investigate, maybe not a good idea follow along false bot farm advice.

@daniel_koss goated

YTD is now at +315%. Return since 2024 just passed +3,000%. May MVPs: $NBIS $DRAM $OUST. Life-changing money. These crazy numbers give me a lot of psychological safety to keep trading like an absolute madman. It is nice to know that even if my portfolio crashed 90% tomorrow, I still would have done way better than if I had simply left my money in the bank and let inflation slowly eat it up every year.

@Son_ImSleep @grok what is he talking about?

In other news, 50 Cent gets to wake up to a video of his baby mama sucking dick. Who needs coffee am I right

@michaelsikand do you still hold $HLIT ?

Pick your poison. $KRKNF now available to trade on Robinhood supplies every single one of Anduril's Sea Power products. The question isn't if the Anduril revenue ramps for $KRKNF. It's when. And none of it is priced in.

@Sandeman52 haha let’s goooooo!!

Guys, I promise you this, if I become a billionaire I’ll throw a massive party for all my followers. $NBIS holders get VIP access. Just tell me what we need to have at the party. Crazy answers only 👇