Red Crow

558 posts

Red Crow

Red Crow

@redcrow1234

Brazil Katılım Kasım 2023
503 Takip Edilen112 Takipçiler
Red Crow
Red Crow@redcrow1234·
@Ren_aramb I started following you when you were still a baby Pikachu. Now you’re getting big.
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Ren
Ren@Ren_aramb·
I'm a mf lucky Pikachu ⚡️… 25,000 followers in 2 months, and now 300 subs in 3 days. Being on FinX has been a life-changing decision for me. I learned to go from 60% YTD alone last year to 480% YTD on FinX this year. That is not something that comes from a single stock. It's a process. I have 2 +1000%, 10 +100% stocks in my portfolio. Learning to trade, to follow the right people when to sell, when to hold and believing in what I think will be the future, has made all the difference. But overall I learn the most from you guys sharing so much valuable information in my DMs. I now have a sub where I can vent my personal thought process. Which is usually erratic AF (because ADHD). Today that meant 6 different posts over 2 hours, from a nice push from a follower into the right mindset and a new long $SMOL was born (I'm up 25% already, gotta love the Swedes). I’m going to keep paying it forward as much as I can. Let’s keep winning together⚡️🫶🏻
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Red Crow
Red Crow@redcrow1234·
@Ren_aramb Do you have a market cap target for LPK? It is currently valued at $0.80 billion USD.
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Ren@Ren_aramb·
$LPK / $LPKF Is up 335% since I bought on January, I think I was the first account to go big in this name. Up 130% since I doubled down mid April. Yet this theme is far from done: Here's why. LIDE technology -- Laser Induced Deep Etching -- the most adopted process for drilling defect-free through-glass vias at production speed. Zero micro-cracks. Zero chipping. Aspect ratios up to 1:50. That matters because glass substrates aren't a nice-to-have for next-gen AI packaging. They're the only material that solves CTE mismatch, dielectric loss, and warpage at the same time. Silicon interposers can't scale to where AI is going. Glass can. The moat: over 80% of major global players have already selected LPKF equipment for process validation. That's not a coincidence. That's a de facto standard being set right now, before mass production even starts. LPKF is building out the full glass process chain. Singulation. Multilayer glass bonding. And now CPO integration directly on glass substrates, replacing electrical connections with optical ones inside the package. The order inflection is starting. Production system discussions are now concrete. First orders for production equipment hit Q1 2026. Mass production ramp: 2027. That's when this hits the P&L hard. The stock has moved. The thesis hasn't even started. I’ve seen a lot of big accounts that sold out their positions on this name, that’s what happens when you buy a trend, see that it’s up 70% and think it’s “overextended” that happens when you don’t understand the underlying technology around it or how it is one of the most viable alternatives for silicon interposers in advanced AI packaging. I guess being a science major eventually came in handy… I’m long LPK ⚡️
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Ren@Ren_aramb

@aleabitoreddit May the odds help us spot the next bottleneck before it arrives. I’m liking $LPKF, glass substrates for Intel 18A + Nvidia Rubin. High-volume orders mid-2026. $150M cap, 10x TAM expansion.

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Red Crow
Red Crow@redcrow1234·
@ArsAlendi I live in Brazil and use this exact soap every day. It’s great for acne.
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Alftrader
Alftrader@alftrades·
+$1,576.73 realized today. Tickers traded: $FUTG and $MEHA. Simple and clean day. Stayed focused, took what the market gave me, and kept building one day at a time. “The plans of the diligent lead surely to abundance.” Proverbs 21:5 God first. Discipline second. Execution always.
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Red Crow
Red Crow@redcrow1234·
@bxrjss Nofap gives you edge in trading😅
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Borja
Borja@bxrjss·
Yo despues de pegarmela 8640285 veces y volver siempre mas fuerte
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Ren
Ren@Ren_aramb·
People keep asking me what are my highest conviction plays are. It’s lasers. $LITE $AAOI $SIVE
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Ren@Ren_aramb·
Now imagine paying $199 subscription for someone to give you the worst possible recommendations. I bet I can add more value for 1$-5$. Give you enough information / clear any doubts so that you can make an informed investment. Opportunities in this market are plenty. Conviction is scarce.
TW@tw_crypto_

Kevin Xu - Update: - $BOT is down 30% from his post ❌ - $QS was a loss ❌ - Gave up on $IREN ❌ - $HIMS was a loss ❌ $199 Subscription for the above trades. Yikes

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Red Crow
Red Crow@redcrow1234·
@alftrades Great results, bro. It’s great to see a Latino trader here. I’m from Brazil, and I’m learning how to trade. I’m following you here to learn more.
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Alftrader
Alftrader@alftrades·
+$6,376.00 realized today. Tickers traded: $AMX, $MGN, $HOTI, $GIPR, $RUBI, $VRAX, $RLAY, and $SLGB. Another day of focus, discipline, and trusting the process. “Honor all people. Love the brotherhood. Fear God. Honor the king.” 1 Peter 2:17 God first. Discipline second. Execution always. thanks @CharlieDLVega
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Babyfolio
Babyfolio@babyfolio·
What companies are on your watchlist that you genuinely think could still 10x from current levels? If you can, add a short thesis too. I’ll start with my "obvious" one: $NBIS - building what looks the next-gen AI cloud play. AI capex will continue to stay strong and they execute on scaling infrastructure + utilization, I think the upside could still be massive from here. Let's see some new names 😎
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The Titan Traders
The Titan Traders@TT_stocks_·
With all due respect, Leopold Aschenbrenner is a legend and is the modern day Warren Buffett.. But I haven’t done so bad since opening up my MooMoo account back in September of 2025. Some of my top plays so far : $IREN $SNDK $BE $MU $AMD $NVDA $SPX $GOOGL $APLD $DGXX $IONQ All documented ideas as I’ve shared my journey here with most over the last several months.
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serotoninskeptic
serotoninskeptic@5HTskeptic·
Bro... what happened to DurianRider? I swear he just suddenly aged 50+ years since the last time I saw him. Im kinda digging this new homeless schizo look though.
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Red Crow
Red Crow@redcrow1234·
@Ren_aramb @kevinxu I did the same thing. Luckily, I found Serenity a few months later and closed my IREN position with only a small loss.
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Ren@Ren_aramb·
Imagine paying @kevinxu $200 just to be told to go all in on 1 stock because it worked for him. I went into $IREN in January alongside Kevin. My money would have been better spent on an ETF. Even after the $6B dilution was announced, he kept telling his massive following to stick with the stock. At the end of the day, it’s on you to know who you follow. You’re better off putting that $200 into an ETF and following the right people on X who share free alpha every day. There are a lot of hidden gems on FinX. Some have 300k followers, some have 3k. There’s alpha on both, don’t go blindly following anyone’s advice. PS: $IREN crowd, nothing against the stock. It was a massive win last year. But it’s about knowing when to recommend what. Timing matters. So does owning your losses.
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Options selling with Christian@optionscjp

Kevin Xu on ChatGPT this week

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Ren
Ren@Ren_aramb·
@LIWEI_TWCapital I can now finance my next trip to Taiwan then? Oh wait…
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Ren@Ren_aramb·
I’m long $MSSCORP (6830.TW) Nvidia deepened its partnership with MSSCorp for silicon photonics CPO analysis – optical loss testing, material analysis, and failure analysis on PIC components. Nvidia set up a dedicated zone inside MSSCorp’s facility. They’re not just a vendor, they’re embedded in Nvidia’s CPO R&D process. MSSCorp holds exclusive patents for silicon photonics optical loss detection in Taiwan and Japan. Nvidia’s PIC analysis is done exclusively by them. CPO is already happening and MSSCorp is in the the gate keeper for quality. I’m also watching for an unconfirmed rumor of them working together with TSMC on another front. Long $MSSCORP (6830.TW) Long Taiwan 🇹🇼
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Red Crow
Red Crow@redcrow1234·
@ShortDaPos But when do you cut the position if it keeps going up?
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SDP
SDP@ShortDaPos·
I don’t know how many of you need to know this, but there’s edge in the parabolic move & blow-off. If you’re constantly shorting grinds, you’re making it very hard on yourself.
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DAV
DAV@DAV70__·
"Getting your PTH and Aldosterone as low as you can will increase metabolic efficiency and reduce your exposure to the stress hormones." -RP
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Master Metabolism@lowmegatron

“Parathyroid hormone (PTH) is an activator of mast cell degranulation... causes mast cells to release promoters of inflammation, including histamine and serotonin.” — Ray Peat Things that can decrease PTH: Milk Calcium Vitamin D Magnesium High dietary calcium-to-phosphate ratio (≥ 1:1) Things that can increase PTH: High phosphate intake Hypoglycemia “It is also of interest that hyperparathyroidism has been associated recently with some cases of chronic urticaria (itchy, raised red or skin-colored welts), which is generally due to activation of mast cells in the skin.” “These results demonstrate that elevated levels of PTH can induce mast cell secretion in vitro and in vivo and suggest a possible role for mast cells in the pathophysiology of non-allergic disease states.” “These results suggest that PTH may stimulate osteoclasts to the active form by releasing histamine from mast cells and by stimulating H1 receptors for histamine.” “These findings indicate that (bovine parathyroid hormone), at relatively low concentration, potentiates antigen-induced (serotonin) release from mast cells.” Parathormone=parathyroid hormone=PTH Ref: Induction of mast cell secretion by parathormone Parathyroid hormone induces a rapid increase in the number of active osteoclasts by releasing histamine from mast cells Potentiation of antigen-induced mast cell activation by 1-34 bovine parathyroid hormone

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Red Crow
Red Crow@redcrow1234·
@babyfolio Congrats! Was this all organic growth, or did you add new capital along the way?
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Babyfolio
Babyfolio@babyfolio·
Portfolio update: $5.4M Officially 50% of my original $10M goal. I set that goal back in 2017, not long after I started investing, and seeing it now within reach feels surreal. A thing I have to talk about is option selling, mainly CCs, while they generated nice returns during a draw down, they have capped my upside massively during the recent run, I believe that without them I could be at around 6.5M today. The lesson learned is to utilize them on lower portions of my positions. I’m not stopping here though. The goals will keep getting bigger, and I’ll keep sharing my journey, research, and ideas publicly for free like I always have. That said, I’m also launching a subscription service for those who want beyond what I already do: • Live buys & sells • Ideas shared earlier • Direct access to DM and discuss anything. Some of my friends here got backlash over launching a subscription service, be gentle with me, it's definitely optional, non-subs get the same as always. 🫡 I genuinely appreciate everyone who’s followed along, engaged with the posts, challenged my ideas, and made this journey a lot more enjoyable. Hopefully we continue winning together for many more years.
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Fed
Fed@lord_fed·
Sell in May if you’re gay
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Ren
Ren@Ren_aramb·
I just opened my one month old son his first investment account. $100K into $DRAM – ETF. I’m not planning to manage this position for the foreseeable future. The idea is to hold until he turns 18 or rotate if it is absolutely necessary. I’m a firm believer in the AI buildout. The memory supercycle is not a short-term trade – it’s the infrastructure layer that every AI workload runs on. HBM, DRAM, NAND – demand compounds as the models get bigger and the inference scales. Let’s see if he can outperform my active portfolio.
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Ymir
Ymir@lyfscraft·
Boomer with bone cancer I know mocks me for my milk consumption. “Milk is for babies”, “I haven’t had milk since I was 5” he says Yeah you stupid retard maybe if you’d shut the hell up and drink some milk you’d get your ca:p up and your bones wouldn’t look like knotty driftwood
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