Paitaq

6.3K posts

Paitaq

Paitaq

@peterstoffel4

everyland Katılım Şubat 2020
268 Takip Edilen144 Takipçiler
Paitaq retweetledi
Serenity
Serenity@aleabitoreddit·
Do people in Sweden have a hard time making plans for lunch a day in advance?
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Serenity
Serenity@aleabitoreddit·
This is gonna upset a lot of people: But TA is astrology for traders. It's confirmation bias + trading human psychology about entries. Kinda like how people frontran $SPCE from $SPCX IPO expecting retail to mess up tickers by trading psychology. $SIVE didn't go up 1900% because of the golden cross space comet firebreathing dragon candle that someone is trying to sell for $499. It's because markets are pricing in future revenue from $JBL, $GFS that got announced. $AXTI didn't go up 8000% because the golden waterfall candle alert sounded back at $8. it's because of InP substrate, game theory on ASP hikes, export controls, photonics demand, and others. If you want to figure out psychologically what other regards are believing, you use TA. But for determining the actual upside... nah People have been drawing $120+ TAs on $IREN for the past idk how many months none of that crap matters when there's a $6B ATM that needs to be bought through first. It's by theme (eg. $LITE to $AAOI relations), any news catalysts that affect forward revenue, projections, macro news, earnings, float dynamics, and so on. Then you can just derive what MC that company should be at. So for entry points, sure you can use TA. For determining where the stock heads, just throw the tyrannosaurs rex omega-green candle indicator out the window.
Max Williamson@max_williamson

@aleabitoreddit Do you use TA at all or are you 100% bottle neck research?

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Paitaq
Paitaq@peterstoffel4·
@MardoResearch read the news, open your eyes, make your brian work, think!
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Mardo
Mardo@MardoResearch·
@peterstoffel4 Why do you think he cancelled? Cause Iran blinked…we hit them hard and keep funneling oil from Hormuz. They’re losing.
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Mardo
Mardo@MardoResearch·
Market brushing off the attacks is a good sign. The more Trump escalates the more bullish this gets. Market is telling Trump to finish the job.
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Paitaq
Paitaq@peterstoffel4·
@MardoResearch you see... wake up ! he cancelled the strikes and the market goes up... fuck trump
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Paitaq retweetledi
Serenity
Serenity@aleabitoreddit·
If you haven’t noticed too with my other investment themes with 800V DC and CPO recently. It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains. Many things feel technologically difficult with yields to substrate supply. People can always bear post laser capacity or export control bottlenecks and tell people to short Nvidia’s supply chains due to difficulties. But by investing in the critical companies to give them more capex spend for FAU capacity / yields. Or funding upstream red phosphorus/InP substrate capacity or SiC/GaN capacity. It builds up Western supply chains to make what’s technologically challenging, possible. Also I believe in Jensen.
Serenity@aleabitoreddit

Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, $XFAB, $MU, $WOLF, $SOI, $SIVE, and others... If you haven't noticed by now, they're all critical to US supply chains. And every one of them are getting subsidies for securing Western supply chains. Before a major trade was to short developing US/Western equities, then hedge with subsidized foreign ones. As seen with the energy/solar firms that went bankrupt, this backfired a lot on US AI infrastructure years later with the power grid. I wanted to help change this mindset, since I believe it's very positive sum to invest in building up critical Western supply chains like photonics today. Especially if $AAOI hits their $471m/month projections after reshoring their production to America. Instead of hoping they fail and calling critical nodes in the supply chains memestocks/bubbles, maybe it's good to change mindsets a bit so we don't see a repeat of the US Solar sector years later. US/EU don't just hand out subsidies or CHIPS act grants to anyone.

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Serenity
Serenity@aleabitoreddit·
Just thought this was interesting: $LPK is an unknown SpaceX supplier. You can find it in SpaceX US import logs. It's fun information discovery ahead of Space'x IPO this week. Though, not sure what the exact contract entails. Disclosure: I have positions in LPK, NFA, credit to my follower Albert_TheVoid for the DM! Especially since everyone seems to be talking about about SpaceX with Velo... Just a fun, new direct relationship between $LPK and SpaceX if people want to do more digging.
Serenity tweet media
L@AustroBloom

@aleabitoreddit $lpk?

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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
🚨 ABSOLUTE BOMBSHELL: Tucker Carlson confirms the US has completely lost its sovereignty. He reveals American leaders are just employees taking orders from foreign powers. He explicitly states Benjamin Netanyahu is the one dictating the disastrous war on Iran. Total capture!
Furkan Gözükara@FurkanGozukara

🚨 DISGUSTING: Tucker Carlson exposes the Pentagon's horrific war crimes. He confirms Washington intentionally blew up an Iranian girls' school and systematically destroys civilian infrastructure. The Trump administration is openly slaughtering innocent bystanders. Pure evil!

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Suppressed News.
Suppressed News.@SuppressedNws1·
WOW. AlJazeera just dropped a ONE HOUR documentary about ISRAEL’s CRIMES against the PALESTINIANS. This is very HARD TO WATCH.
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Muhammad Mazen
Muhammad Mazen@mhmd_s09·
One of the most brutal scenes in human history has been leaked. The moment the tents of displaced people were bombed in the southern Gaza Strip, in the Mawasi area of ​​Khan Yunis, killing more than 500 civilians. A video that the world must never forget.
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Covie
Covie@covie_93·
A FIFA referee has spent more time in federal custody for being Somali than anybody on epstein's list who raped kids.
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James Li
James Li@5149jamesli·
It’s absolutely treasonous that 97% of members of Congress believe a foreign country’s account of the attack, and not the first hand testimony of our own veterans. I appreciate the efforts of Thomas Massie, but at this point, we are not sovereign.
If Americans Knew@ifamericansknew

Congressman Thomas Massie meets with some of the survivors of the USS Liberty in his office before his historic speech on June 8, 2026. Alison Weir was in attendance and recorded some of the interactions between the survivors and the first Congressperson to speak up on their behalf, 59 years after Israel attacked their ship.

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Abier
Abier@abierkhatib·
Of course he did. That’s exactly the kind of thing you’d expect from a rapist pedophile piece of scum…
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Jake Shields
Jake Shields@jakeshieldsajj·
Ben Giver is currently being investigated for raping and torturing European protesters Now he's encouraging the IDF to do mass kidnapping, rape and torture Lebanese women and children This is a national of demented serial killer Anyone who defends this man should be jailed
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Daniel Mayakovski
Daniel Mayakovski@DaniMayakovski·
Este es el árbitro somalí Omar Artan, considerado el mejor árbitro de África, en el aeropuerto volviendo a su pais después de que la racista y xenófoba EEUU le negase la entrada al Mundial solo por ser de Somalia. Puro racismo, el #MundialFIFA2026 es el mundial de la verguenza.
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T. Bernadetti
T. Bernadetti@MrsRoyKeaneo·
"Golda Meir was born in Russia. Has the right to live here, in this area of Jerusalem, more than me?" Yassar Arafat on the brutality & oppression waged by Israel on the people of Palestine. #Israël C🇮🇱NCER
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MAGA Cult Slayer🦅🇺🇸
How about this? You can suck a huge D if you think that you are gonna keep me from saying whatever the hell I want. Billie Eilish deserves to be known as a heroine to the next few generations. That’s what she deserves.
MAGA Cult Slayer🦅🇺🇸 tweet media
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Congressman Maxwell Alejandro Frost
If ICE or federal officers violate your right to record, there should be consequences. That's why I introduced the Right to Record Act to create a legal pathway to sue and hold them accountable — because no one is above the law.
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Acyn
Acyn@Acyn·
Platner: Susan Collins said she would only serve two terms. She's now running for her sixth. She has worked in politics longer than Joe Biden. She hasn't held a town hall since I was in eighth grade. I've held 83 town halls in the past eight months. What are you trying to hide?
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Gavin Newsom
Gavin Newsom@GavinNewsom·
Trump says voter fraud should land people in prison. Agreed. And let's start with the politicians spreading election lies with the goal of illegally interfering with counting ballots. In California, I just signed a law making that punishable with up to 3 years behind bars. More to come. FAFO, Donald.
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