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Rivério
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Rivério
@riverio1e
washed industry guy. asymmetric risk enjoyer
NYC Katılım Mart 2023
1.4K Takip Edilen277 Takipçiler
@aleabitoreddit @labubu_trader how is DRAM compared to EWY at current valuations ?
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If you want exposure to memory, $DRAM is a genuinely great ETF.
I normally don't praise ETFs, but this is solid.
1. $MU - 24.63%
2. Samsung - 24.11%
3. SK Hynix - 23.08%
4. $SNDK - 4.9%
5. Kioxia - 4.86%
6. $WDC - 4.77%
7. Nanya - 3.89%
8. Winbond - 2.4%
Disclosure: Friends over at @roundhill did reach out about the launch, but I'm not getting paid to say this (just in case you think this random post is sponsored, it's not).
Just a genuinely great ETF for memory exposure if you don't have access to foreign stocks.
And I’d encourage more institutions to make ETFs like this.
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@Dalytradez @aleabitoreddit @IBKR @Wealthsimple same set up here. thought it looked familiar. how do you get around fees w WS when buying USD stocks ?
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@riverio1e @aleabitoreddit canadian. wealth simple. i use @IBKR to trade and @wealthsimple for the stockpile
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alright made a @aleabitoreddit separate fund. put 50k in. will be buying only what they post glgl
Daly🧙🏻♂️@Dalytradez
too many ai bottlenecks to buy. @aleabitoreddit has banger after banger i cant keep up😭 might have to make yet another burner x and portfolio of just serenity ffs.
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Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders: $MRVL, $SMTC
CW Lasers: $SIVE, $MTSI, $AAOI
Foundries $TSEM, Win Semi
Substrates/Epitaxy: $AXTI, $SOI, $IQE
Gold Standard: $LITE, $COHR
The next TAM expansion multiplier is CPO/Scale Up, largely driven by SiPh and external CW lasers.
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Opened a new brokerage account that offered $SIVE, but I wonder how suspicious I'm going to look from their POV in the future.
Opened the account -> funded it with a nice round number -> went all in with my new deposit on a Swedish small cap, all within 5 minutes, and then did nothing for the next 1-3 years.
The better $SIVE does the more I expect my funds to get frozen as I eventually try to move my funds back to my original platform.
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Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue growth from $MSFT Maia Ramp.
$AVGO - Long hyperscaler ASIC
$LITE - Long OCS / Google TPU
Win Semi - Foundry exposure to frontier industries
$TSEM - Long photonics, backlogged
SK Hynix - Memory exposure, extreme operating income ramp
With some barbell exposure away from Hyperscaler capex aside from Amazon:
$VNP - Long term rare earths for Western Supply chains
$NEO (TCX) - Robotics Supply chains
$AMZN - Robotics/AI cutting opex
$CRCL - Stablecoin long
$RDDT - Ridiculously high profit
$GLD - Safe Hedge
$IBIT - Halving 2028
$CVX Calls - Oil Hedge
And maybe long term (you know it's coming):
$INTC / $AMKR- Made in America supply chains
$SOI - Silicon Photonics / CPO substrates.
$RKLB - Long term call on Space industry
Then pick one or two small cap moonshots:
$SIVE - CW Laser Chokepoints or $IQE for Landmark rerating on restructuring were my two favorites.
There's others I've mentioned like $AEHR for testing or $VPG for Optimus.
How I actively manage my own stuff from $AXTI and others is a lot different risk profile than what others should do.
Going full port into high-beta in this macro environment is not the best idea.
5k to 5000k@Ud197601
@aleabitoreddit @BitcoinAIGuy Do you mind sharing a core diversified list for those looking to allocate smaller accounts? Under $250k? Wasnt sure if your list has changed from recent macro events
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@QuipusCapital @EYakoby Zooming out there are more, weaker tells:
* Assad falling showed regime weakness.
* Israel is about to annex the southern part of Lebanon, which really was just Iranian controlled territory via Hezbollah.
* The Houthis see that the ship is sinking, and haven't joined in.
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BREAKING: An Iranian missile has struck Saudi Arabia.
This comes just two days after Saudi Arabia warned Iran that any further attacks on its soil would elicit a military response.
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i know friends who made more than 10 million dollars in ai meta and are down to low six, high five figs and are fighting demons quietly
It's a brutal game..
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Two things.
1. White men value a skinny body over a pretty face
2. They don’t know what’s considered pretty by Asian standards.
(I think shes pretty btw)
Brian Atlas@BrianAtlas
GENUINE question: do you think this is a looks-match? And what do you rate them? He's at least 2-3 points above her IMO. He is 7.5-8. She is a 5.
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@seergioo_gil is there an option to create your own scripts (via claude for example) or does calliope have to do that for you
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2D cartoon style is the BEST option if you want to start creating AI content TODAY
already shared some channels making +4M views within 3 vids
long-form is better paid, and the format is still hot
fully IA
i literally exposed how to create those in 1 minute using Calliope 👇🏼
Sergio Gil@seergioo_gil
this guy made >12 Million views with 2D basic long-form videos making these with AI is extremely easy here is how i’ve copied the channel with CalliopeLabs: 1- took 5 screenshots 2- sent them to gemini asking for a JSON 3- pasted this into the Visual Style lab: { "general_visual_style": { “2D Flat Digital Animation, Minimalist Storybook aesthetic, Webtoon Style tone Orderly, Structured, Calm, Slightly Melancholic, Routine”, "atmosphere": "atmospheric Flat colors, Clean line art, Cel-shading, No complex gradients, 2D Vector look, Extremely minimal faces: dot eyes, single-line mouths, simple hair shapes with no individual strands. Rigid or calm postures." }, the video u see below is a snippet from a vid automatically generated by Calliope i made a template and included: - a watermark - music “old/cartoon creepy” mood (no-copyright) - captions + vertical Pan effect obviously yo can play with those settings and/or delete them yo can also even animate the images there is still an opportunity: he/she keeps posting, getting views and monetizing meaning that the niche is still hot I made a short DEMO on how to i created this video with my own tool⬇️ drop a comment +fllw asking for it and i’ll send it to you :) (follow so i can DM!)
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@chasedownleads it’ll cost you more than 1bn in compute to create 9 quintillion variations
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There are 9.22 quintillion variations of a march madness bracket
So no one has ever filled out a perfect one
That changes with AI
Right now I’m spending $50 million in data processing to have endless AI agents create accounts and fill out every possible bracket
This is going to be the easiest billion dollars I ever make
Kalshi@Kalshi
The $1 Billion Kalshi Perfect Bracket Challenge $1 Billion for a perfect bracket $1 Million guaranteed to the top scoring bracket $1 Million to charity and scholarships See the full rules and submit your bracket: kalshi.com/billion-dollar… No purchase or deposit required. SIG Parametrics, LLC, a member of the Susquehanna International Group of Companies, is financially backing this promotion.
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I'm launching a long/short fund in 3Q26.
Strategy: low-net, concentrated, deep research.
Hiring: Analyst (0-4 yrs experience).
Why join: mentorship & excellent team
Looking for: Passion for investing & critical thinking
Email resume and/or pitch to nyhfrecruit@gmail.com
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@JTLonsdale the hard part is that most of what they market as “earnings” isn’t real… which inflates the real multiple paid
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@riverio1e Nah, a lot of them trade at a low multiple of earnings and have trouble finding people to take over.
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$10 trillion in small business value is set to change hands as Boomers retire soon.
And with AI disrupting traditional pathways, this may be a golden age for young talent to become SMB owners.
Check out what Will is building for the next generation of local owners & operators.
Will Fry@BuySellSMB
Nearly half of America's small business owners are 55 or older. Most don't have a succession plan. These aren't just businesses. They're decades of relationships, reputations, and community wealth built by hardworking men and women pursuing their American Dream. When they close without a local successor, that all slowly disappears. This doesn't just impact the owners. It impacts their employees, customers and communities. Fox Business covered the problem this week, and the role American Operator is playing in solving it. Story below
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@coryaslan where can i find pricing for additional credits? don’t see it on your website
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@riverio1e No, $80 is just the entry base subscription price, it costs around $5 to make this video with additional credits sold ( 1m credits is $160)
Also rpms are min $10-15 for this niche, not $1-2
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$QQQ tomorrow could be -8% ish ATH to trough.
Nearing correction territory.
Look, it looks scary. But this is super healthy in the grand scheme of things.
View this as a a buying opportunity on a lot of your individual stocks that you wanted in before but now at a 30-70% discount.
Scale in. Or sell CSP’s.
Not saying all in tomorrow as we don’t know where the bottom is. But with a VIX near 40, wouldn’t say it’s too far..
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SpaceX to be valued at $1.75T ahead of June IPO (3M from now).
Having a weird feeling all your space stocks from $RKLB to $ASTS are going to be parabolic around the time of IPO day.
Especially when everyone see SpaceX's next biggest competitor in Rocketlab valued at 2.3% of SpaceX's valuation.
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@investingluc so this was buy the rumor sell the news. bullishness priced in already so it’s red only from here
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Don’t fret…war with iran was already largely priced in + war is historically bullish for markets. Everyone already knew it was coming/probable…price action this past month told the whole story.
Again…not a permabull but the inevitable monday flush is likely buyable.
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