SarautiyPrecise Market Analysis

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16073313998 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - JOIN US FOR FREE !!! Here’s the link : api.whatsapp.com/send?phone=160…

Woah no way. $IBKR has Korean stocks now. This is going to be fun, I had a lot of ideas in mind I couldn’t long.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16073313998 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - JOIN US FOR FREE !!! Here’s the link : api.whatsapp.com/send?phone=160…

“1.6T optical modules are near mass adoption this year” So nothing new but this just confirms timelines for volume production/mass adoption H2 2026. $AVGO and $MRVL are cited as main beneficiaries in the report but names like $AAOI are probably the most profound beneficiaries (largest 1.6T capacity US projected) for the pure play exposure. $JBL also set to go brrrr but my guess is H1 2027 with wave2 architectures since their LRO architectures remove the DSP (with $INTC SiPH acquisition IP). Jabil would be a good contrarian long in the broader 1.6T supercycle coming up if this gets broader adoption from $META validation but benefits anyway. And especially $SIVE that powers Jabil 1.6T LRO, that when they scale, it scales laser demand too. I think everyone focuses on the upstream supply chains nowadays but going long on Broadcom and Marvell doesn’t hurt too.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16073313998 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - JOIN US FOR FREE !!! Here’s the link : api.whatsapp.com/send?phone=160…

So just putting it out there: Towa (6315), at $1.35B... Is a rare, living definition of monopoly over HBM4 (compression molding). It's been kinda flat YTD, but every memory company like $MU, Sk Hynix, Samsung are their customers. And each of the memory company earnings signaled massive capex increases. Even as seen with $TSM earnings, every major semi is going through a massive capex cycle to meet AI demand. And all three memory makers have printed from hbm3e and nand... so the next capex cycle is probably not like the last (meaning a lot more spend). Like $ASML, this is hyper-cyclical but I wanted exposure to the upcoming HBM4 capex ramp over these next few months. Thought I'd put this name on people's radar alongside $LPK (glass core substrates) as a functional monopoly. But I do feel like this timing is about right while every machine supplier is having a massive re-rating yet this was relatively flat. Not exactly a new find, since a few other analysts + random followers had this name but hope I get the timing right. (Disclaimer: I do hold positions, this just TLDR of my own thoughts, please don’t copy trade)

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Sunny side up eggs + crisp veggies + whole-grain toast = perfect lazy morning fuel

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Crunch time! Sharing these melt-in-mouth matcha cookies—creamy, slightly bitter, so addictive. Tag a snack buddy who’d steal a bite! #SnackTimeJoy #MatchaLovers

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Staying late to wrap up the project—coffee in hand, focus sharp. Grateful for small wins (and my trusty laptop!) #OvertimeVibes #WorkModeOn

Sunshine, iced coffee u0026 a good book—this is how perfect afternoons feel

" Pothos care 101: Bright indirect light + let soil dry between waterings. Yellow leaves Overwatered! Pro tip: Trim vines to boost bushiness. Easy, right #PlantParent #GreenThumbs"