Diana
799 posts


Important:
Deleted previous tweet quoting schmid supplying glass core substrate to corning, after listening again to the call it's clear he said covington in the US (which is a Absolics facility in Georgia)
When I copied it into Claude it switched it to Corning.
My sincere apologies I try my best to double and triple check when using AI that everything is 100% accurate but I should of went over the call again to double check.
Will post updated chart of where Schmid sits I am able to double check everything in the transcript with re-listening to the call
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@WisemanCap Apex on Netflix, cannot go wrong with Charlize Theron. Action packed & suspenseful.
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@MartinMillette @aleabitoreddit I’ve bought and sold this stock a few times 📈📉📈📉
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@aleabitoreddit I only own a few shares of AOI and my cost per share is around $100.00. Is it worth adding more shares at 157 or have I already missed the boat on this one?
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$AAOI reported earnings, it's actually extremely positive so far contrary to market reactions.
Like all 2027 hyperbolic forward growth companies:
Nobody should care about current financials.
Key things market missed was:
AOI: hit They hit 100K units/month capacity for 800G transceivers.
And: -> "Significant larger growth expected starting in Q3 as capacity comes online"
If you do look at financials:
It's ~29.2% non GAAP gross margin
on ~$151.1M revenue, guiding $180-$198m Q2.
We already know from Lumentum earnings that it's more of capacity bottleneck, not a demand one. And anything they make they sell out.
It's a forward growth story, so important thing aside from these notes is the earnings call on hyperscaler demand implications and capacity ramp.


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@ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.
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@MoreyMuse Empresas CMPC trades at ~7.8x fwd p/e.
Its "Softys" division manufactures tissue and paper napkins in latin america.
It's known for solving the major supply chain bottleneck between the bathroom and chitotle pinto bean burritos.


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am i that powerful?
pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care.
When $SIVE is the light source for $JBL and $MRVL at ~400m...
and trades at like 1/4th the valuation of something more speculative like $LWLG.
while all the other CW DFB companies like $MTSI or $LITE are all in the tens of billions.
Information ends up drawing people's attention, not the person.
Mr.MCAP@MisterMCAP
@PhotonCap @Semicon_player @aleabitoreddit When @aleabitoreddit posted about $SIVE it became the most traded stock on the Swedish stock market. Larger than industrial giants like ABB. Crazy what happens when American capital starts flowing in.
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Something I love and hate about X at the same time.
The more you engage with content, the more the algorithm feeds you exactly that. Which sounds great – your timeline becomes relevant, you find your people, you see more of what you care about.
But in investing it creates a real problem.
X is genuinely useful for gauging public sentiment on a stock or sector. Except the moment you start engaging with content around a name – say $SATL or $LUNR – the algorithm starts feeding you more bulls on those exact names.
Your sentiment read gets completely distorted.
You’re not seeing the market anymore. You’re seeing a curated echo chamber that reflects your own views back at you.
Worth keeping in mind every time you think “everyone is bullish on this.”
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$LUNR trade from late last week just closed out. Here’s how it went.
Monday everything was red. My short term $20 call dropped over 80%. Instead of panicking I bought one more for $8 – basically nothing.
Thesis: LUNR was oversold and due for a violent snap back.
Yesterday LUNR ripped over 10%. Today another strong day.
Sold one contract this morning for $80 to remove all risk from the position. Sold the second just now for $107.
$131 profit on $56 in total cost. Not life changing money but the process was exactly right – size the risk to what you’re willing to lose, hold conviction, scale out on the way up.
Still holding my longer dated LUNR calls. This was just a quick trade around the core position.


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Diana retweetledi

160 year old family business
Tech? Real. Order book? Building. $SHMD is shipping systems to tier one customers for advanced packaging and AI infrastructure. I want to own this tech and claim to the future earnings. Badly.
Cap structure? Getting my ass kicked.
Convertibles, XJ dilution at $2.15, 95M registered for resale, earn out overhang, 1.9M insider sales at a loss. One could say retail is absorbing the dilution while the family retains control.
Again, I am long and will remain long. But do better 160 year old family business.
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@G_Heat11 @pennycheck And VELO, and, and, and….sorry can’t think of them all right now, but I know there are more.
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Diana retweetledi

Today, SoFi and @Mastercard announced an enhanced partnership to enable SoFiUSD as a settlement option across Mastercard’s global payments network.
“SoFiUSD as a settlement currency across Mastercard’s network enables issuers and acquirers to help millions of businesses instantly settle transactions, 24/7.” – @anthonynoto
Join us as we build for the next era of finance. Learn more here ⬇️sofi.com/crypto/sofiusd/
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Diana retweetledi
Diana retweetledi

Hey @SouthwestAir
Assigned seating needs to go the way of:
-The Dodo bird
-The Yugo
-The Ford Pinto
-Harley Davidson Perfume
-Cheetos Lip Balm
Please Bring back open seating ASAP!
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