리얼
1.2K posts


Spent the last 8 hours looking at $SKYAI holders and I’m pretty convinced it’s the next $SIREN. If I’m right, $SKYAI goes to $2–3 in the coming weeks. (That’s about how long it took SIREN to “expand” after launch.) Disclosure: I have spot exposure.



TIGER 미국우주테크 ETF 4/14, 내일 상장 예정🗓️ 1. 이 상품은 지수방법론상 스페이스X가 상장할 경우 즉시 25% 비중으로 포트폴리오에 편입될 예정. 2. 로켓랩 $RKLB, 인튜이티브머신스 $LUNR, 레드와이어 $RDW, AST스페이스모바일 $ASTS 네 종목 비중이 약 70% 3. 내일 ACE미국우주테크액티브와 동시 상장 Source: blog.naver.com/m_invest/22424…







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.











라운드 숄더인 사람 이거 한번 해보세여 🙌 어느날 목이 너무 뻐근하고 어깨쪽에서 계속 쥐나고해서 거울봤는데 평소보다 어깨가 앞으로 말린거같은 느낌이드는거예요 병원갔더니 라운도숄더랑 거북목 초기라고 😭 엄청 심하진않아서 다행인데..부랴부랴 스트레칭 했던 기억이…! 라운드숄더되면 자세 무너지고 옷핏도 안이뻐지는거 아시죠? 저도 사무직이라 라운드숄더 안올수가 없는데 이 운동으로 진짜 효과 많이 봤어요 우리 어깨 소중하게 절때 지켜!!













