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Rumo

@rumoriginal

Thinking web3, stocks and law | stock market arc

NFT Zoo, Germany Katılım Şubat 2021
93 Takip Edilen242 Takipçiler
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Rumo
Rumo@rumoriginal·
Missed the generational bottom? Didn't invest in $HIMS $PLTR $AMZN $NVDA $TSLA before they pumped? Perish not, for there is an easy solution! Just sub to the StoX-List below and get all the alpha you need. x.com/i/lists/184255…
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Serenity
Serenity@aleabitoreddit·
Donald Trump is apparently long Sushi. I genuinely find it hilarious the President took a large % ownership of Kura Sushi ( $KRUS, ~$600m MC). Among everything from $AVGO to $NVDA. If Trump did buy $5M worth, the president would own close to ~.8% of one of my favorite US Sushi Chains. Don't have any open positions... but I do love the idea of our President buying up Sushi restaurants.
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Rumo
Rumo@rumoriginal·
@aleabitoreddit I don't know how you do it. I got your posts on alert so I read them only a few minutes after you hit enter and there always are already 20 comments under every of your posts. **All AI Slop!** Cheers to you for even try finding the genuine replies and responding.
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Serenity
Serenity@aleabitoreddit·
@NicholasBardy Unitree, the leading humanoid maker, is IPOing at $6B valuation and you’re saying Figure is probably worth $200B lol
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Serenity
Serenity@aleabitoreddit·
$BOT is the biggest red flag. NAV is $7.34/share. The stock is now trading at $37.92. You are basically buying Figure at $200B+ while it’s valued at $39B. Buying the company is just trading pyramid float dynamics off other retail. Not the appreciation or underlying fundamentals. To make matters worse: There’s $2B dilution as valuation arbitrage as you all get diluted to oblivion. I got a lot of fund managers dming influencers like myself about it but in reality: Retail just looks like exit liquidity.
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Rumo
Rumo@rumoriginal·
Genuine question @aleabitoreddit My main goal is to curate stock twitter by finding reliable people who post about the stockmarket with a high success rate Naturally I found your acc early and checked your follows which begs the question: Why in the world do you follow @alc2022
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Rumo
Rumo@rumoriginal·
@yianisz Your posts read more and more like ai slop 😞
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Yiannis Zourmpanos
Yiannis Zourmpanos@yianisz·
Eigen + AWQ means $NBIS gets more tokens per GPU, so they’re not buying growth anymore.. they’re extracting it. Same hardware, same capex… but higher throughput, lower cost per inference, and stronger pricing power. that’s invisible capacity expansion. Margins move first, revenue follows later. That’s how NBIS scales without stressing the balance sheet and the market hasn’t caught up to that yet. $200 isn’t some stretch target here.. it’s just where the Street lands once it catches up.
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Rumo
Rumo@rumoriginal·
@TacticzH @aleabitoreddit Just for the full picture, @aleabitoreddit Response: x.com/i/status/20475…
Serenity@aleabitoreddit

No clue who that is. I didn't leak anything, Sivers management has always been trying to get listed in the US as seen with $BYNO and said they'd keep trying. Hilarious coincidence with news timing not too long after, was unexpected and didn't know about that. Expected volume uptick / MC increase to be a catalyst though around guessing timing.

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TacticzHazel
TacticzHazel@TacticzH·
Serenity might be investigated by the NASDAQ 🧐 @aleabitoreddit - $SIVE
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Gautam@_gautam_94

Serenity owned 1% of sivers when it's market cap was around $100m to $150m if I'm not wrong.. On April 16th its market cap was around ~$730M and on that day he posted $sive will 10X from current levels.. If the stock 10x from April 16th levels as he claims, his position will be worth close to $65M if there is no further dilution.. Also worth noting he leaked the nasdaq listing news on April 13th before official PR from the company on April 16th about nasdaq listing and dilution.. Is it legal ? marketscreener.com/news/prosecuto…

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Rumo
Rumo@rumoriginal·
@aleabitoreddit You can lead a horse to water, but you can’t make it drink.
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Serenity
Serenity@aleabitoreddit·
I'm amused by Swedish culture at this point. That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to: -> $MRVL CPO -> $AMD CPO -> $JBL 1.6T LRO -> $NVDA -> $AMZN, $META, $GOOGL, $MSFT -> Tencent, Baidu, Alibaba for ELS. Then they go crying even further... When someone shows $AAPL is secret hyperscaler customer of Sivers lasers for their next-gen Apple Watch development (which requires 50,000,000 units annually). Does supplying to hyperscalers... Hurt locals's feelings that much to the point they try and self-destruct? It's hilarious that a "Swedish professional" went out and said CPO is nothing new and nothing special, so Sivers is nothing special. Meanwhile $NVDA is just funding every CPO program $2B from $MRVL to $LITE to $COHR left and right. Cool thing about X is you learn something new every day interacting with global audiences.
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Serenity@aleabitoreddit

The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence). Launch date around late H2 2027 from estimates and the graph provided. Imagine Apple mass producing consumer hardware with 50M+/units a year… Off a $850m MC laser supplier lol. Then with whatever Apple does, you’ll get $GOOGL, Samsung, and the others following along next.

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Rumo
Rumo@rumoriginal·
@aleabitoreddit Did you look into superconductor companies like $asmc yet?
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Serenity
Serenity@aleabitoreddit·
$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT. It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $NVTS since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $VICR for exposure.
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Stats
Stats@punk9059·
My passion project these days has been an app that makes awesome pet portraits. Anyone have a pet here and want to test it out? All pets welcome. Drop your pet in the comments.
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Serenity
Serenity@aleabitoreddit·
IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers. Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers" Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale" Where have you seen the LIGHT SOURCE for hyperscaler supply chains... At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.
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Vas
Vas@albaninbull·
@Craaazy1231 Sold some of my Sive today, waiting for a good entry now. Did you hear about $ALRIB my friend? Hidden gem stock imo 👀🚀
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Crazy Investing
Crazy Investing@Craaazy1231·
As someone who loves $SIVE I think the stock will correct over the next 2 weeks. We’ve had insane increases in Market Cap. If you’re looking to invest in the stock now, maybe wait for a good dip over the next 2 weeks. Patience is 🔑
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WiiMee
WiiMee@wiimee·
Q1 is almost played, not looking good. 😂
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WiiMee
WiiMee@wiimee·
2026 will be my make or break year in crypto.
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DeeZe ⛳🏌️‍♂️
DeeZe ⛳🏌️‍♂️@DeeZe·
What if opensea aggregated every trading card onchain and had a good UX for sort/filter/bidding Whew
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Rumo retweetledi
HeatCheckr
HeatCheckr@heatcheckrapp·
Hey NBA fans! 👋 You just found the official HeatCheckr X account — your source for information about: 🚀 New features & updates 📊 Behind-the-scenes on our scoring system ⚡ Game recommendations based on our excitement scores Download the App now: heatcheckr.com
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NoWay
NoWay@noway4u_sir·
Vorm WoW Event möchte ich nochmal betonen : WoW ist pissfree, wir sehen uns auf Level 60
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LukeOnChain
LukeOnChain@0xlugges·
Breaking NFT News: The highest mover in 24h: Bold Pepes from @boldleonidas Sitting at a 1k ETH Floor.
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Rumo
Rumo@rumoriginal·
@onchainmo Diversification + Patience is key. 1 week Performance means nothing though.
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moritz
moritz@onchainmo·
1-Week Buy&Hold Portfolio Performance This is why you diversify. You might not have the fastest horse out there when the market is fully risk-on. But it’s consistent and wins the race in the end.
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moritz@onchainmo

x.com/i/article/2013…

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Keşfet

@aleabitoreddit @NicholasBardy @alc2022 @yianisz @TacticzH @punk9059 @elonmusk @BarackObama