samuel

@aleabitoreddit what do you think about $ASYS?

I actually thought $SIVE should be trading at $2B+ MC today (from ~$520m) if they were listed as a US company. Not later this year. Since I’m not sure how: - $LWLG trades at 3.5x+ the valuation - packaging companies that buy their lasers trade at 5-6x their valuation. - laser companies from $MTSI to $LITE have premiums trading in the tens of billions. And Sivers are in hyperscaler supply chains through $MRVL, $JBL, O-Net, and others rather than being dependent on one customer. There’s not very many publicly listed AI DC laser companies in the world either. So either it’s a highly sought after acquisition target for $AVGO or $MRVL that want to vertically integrate upstream. Or they can pull a $LITE that went from $17->$800 and downstream TAM expansion the ELS/optical transceiver stack through IP acquisitions. Depends how ambitious the company is of course but i just don’t think anyone noticed this laser supplier in Sweden since my thesis post. Just might require a little patience for the US listing and I’m almost certain US institutions are interested like they were with $IQE. DD periods usually last a few weeks after they read my thesis but I see a clear path to $10B+ MC from here over the next few years.

@Homelesscobra86 damn this is insane, please wait until monday so I can load options before serenity finds this

Im calling the next $AEHR , its definitely $ASYS 200m mcap? 26% growth? No debt. Just turned profitable. This is the definition of a moonshot setup

@aleabitoreddit Just start posting them for subs only...

Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks… That then get frustrated over someone who shares names from $AAOI to $AXTI for free… And then judge $AEHR or $SIVE by previous year revenue without understanding CPO/SiPH ramp in 2027. Feels like these accounts will get eroded over time as people realize they can get alpha for free instead of paying thousands for it.

Just a heads up to $VELO. There was a $500M shelf for an ATM / Warrants dilution, which is structurally large relative to its $311m MC. This was a popular retail X stock for speculated SpaceX, Andruil, and Defense supply chains: With: - $32.6M from Department of War - $11.5M from Defense Primes - $9.8M from DLA Contracts all recently (largely positive for the company). They announced the dilution was for "scaling 400 production systems over the next decade" as well as M&A. However, I do think this amount relative to MC is pretty predatory, especially with ATMs. I mentioned earlier companies like $VELO can be strategically sound, but financially, not as much so when I covered the stock earlier. And this is a material risk to always consider. But, it's good to understand overhang risk if you're still long. Just a standard heads up risk disclosure since this is a popular name.

@aleabitoreddit here before all the hate😂

I’m genuinely impressed there’s people out there holding $IREN. Imagine getting close to half the market cap… ~$6B eventually diluted, sold into the open market against every stock rally… then still being bullish? If you’re avoiding $SNDK or $AAOI for 100-200%+ YTD. Because you care more about a company over your own portfolio returns. You’re in the special $AMC bagholding territory.

@mikealfred you've been saying this since november

@aleabitoreddit what do you think about the palantir x ONDS deal? isnt this super bullish?

$NVDA GTC is next week. And markets are wondering what names will be announced with Nvidia’s new silicon photonics architecture. > $TSEM works with $NVDA for silicon photonics > $NVDA invested in both $COHR and $LITE to secure supply chains > $AXTI a bottleneck for InP substrates > Soitec ( $SOI ) a monopoly around SOI substrates for silicon photonics Hmmm. There’s zero clues to what companies might be in the supply chain of $NVDA! Better wait for the event to find out?

@aleabitoreddit please make a discord

I happened to own every single top individual stock performer this year: From $AXTI and $AAOI in photonics. To $SNDK and SK Hynix in memory. To Nittobo, Macronix, and Unimicron for Asia Bottlenecks. All triple digit returns in 2 months. Year to Date: 501.38% Just lucky I guess?

We will get the $BTC low in march-april (prob under 50k) and then it will skyrocket to 150k+ before october 2026.

@RJCcapital @KingTimmy0629 If my PLTR calls print, I will buy your substack next week. Best investor on my timeline

@KingTimmy0629 Roll to longer dated calls. Want to reduce exposure without triggering short term gains. I just need to maintain for a month or so and my holding period is past the 1 year mark

That feeling when you perfectly hedge out of $HOOD on Friday and it opens Monday down 9%🤝👌✍️

@vulturetrades CBC

I’ve made over $116,000 in just 1 month using my custom CBC strategy. So I made it a FREE TradingView indicator. It tells you: • when to buy • when to sell • when to stay out I’ve been testing it for months, and it’s been printing. 📈 Like + Comment “CBC” - I’ll DM it to you. (Must be following to DM) $SPY $SPX

@elonmusk just dropped some serious wisdom at a surprise appearance in Davos today. Here's the rundown: China deployed more than 1,000GW of solar last year. Add batteries and that's about 250GW of what he called “steady state” power. 24/7 reliable electricity. That is half of U.S. average electricity (500GW.) Take a second to think about that. China is capable of deploying — every year — solar+storage equal to half of U.S. electricity demand. That’s not an empty capacity number. It's real electricity to power homes, factories, AI data centers. The future runs of electricity & it is being built right now. The only scalable, reliable energy source available now to add needed gigawatts is solar+storage. Let’s build. youtube.com/clip/UgkxUL342…

@elonmusk: "I think it would be worth doing large scale solar." Agreed. Here we go.

@Rahul151304 @grok @bungire_obang @voided @AMAZlNGNATURE Its because a lot of people want to have a meteorite.

@grok @bungire_obang @voided @AMAZlNGNATURE @grok Why is it expensive than the normal extracted iron ? Like 5kg of raw and 5kg of iron, is it due to other expensive elements are in the raw meteorites ?

Man holding up an iron meteorite found in the desert. 📸: Ali Benamar