th3Oneoracle
528 posts

th3Oneoracle
@th3Oneorac3d
Regular family guy | Investing in the future 🚀 AI • Semis • Space • Quantum My views, not financial advice Building toward 2030 one step at a time
Berkshire, UK 🇬🇧 Katılım Ekim 2015
671 Takip Edilen456 Takipçiler

@th3Oneorac3d Hey, just dropped you a follow. Would love a follow back to stay in touch
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What do you guys think? Is £60k per couple annually enough to retire comfortably- or do you have a different number in mind uk.finance.yahoo.com/news/much-save…
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Anyone using the Oura ring? uk.finance.yahoo.com/news/finnish-s…
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@th3Oneorac3d That is engagement rate is the true MVP! Kudos !
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Woke up with 400 followers on @X . Amazing week so far. 🥳
Grew up my account for 150% last week.
Couldn't imagine this could have happened, by just sharing my thoughts and what I do within my day.
Def the best network in the world.
I am so happy that I could have connect with all of you and you always make my day better. 🤗🥰
Let's see if I can get to 500 followers. Grateful for everyone following along and for everything you do. 🥰☺️

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@asianinvestors Not sure the NDA was broken tbh. The deal they had with Celestial wasn’t a secret, common knowledge.
In between all of your points they also had earnings which wasn’t great.
Ultimately I think it’s where it needs to be. Next leg up will be interesting
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@BobbDawg @itsmichaelluu Why would you say that? The dilution is for the benefit of the company, plan is to use the funds to 10x production. They are currently producing 1m units, do the maths if they 10x
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@itsmichaelluu $POET is a no-go after dilution news rug-pulled the stock a few weeks ago.
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2 years ago, $POET was $0.90. It hit $21 this year, up 2300% so far.
There's only 5 stocks under $20 like $POET:
1. $TE ~$8.08
Solar manufacturer powering AI data centers. Leopold Aschenbrenner's $13.7B Situational Awareness fund just bought 10M shares. AI infrastructure is starving for domestic power TE builds it. 2000% potential if they land hyperscaler contracts.
2. $KEEL ~$4.81
Former Bitcoin miner that pivoted HARD into AI & HPC infrastructure. Controls 2+ GW of power capacity across North American sites. Chardan just initiated with a Buy. Power is the #1 bottleneck for AI $KEEL owns it.
3. $LAES ~$3.38
SEALSQ builds post-quantum security chips. Revenue up 66% in 2025. $200M+ commercial pipeline through 2029. AI needs unhackable hardware quantum-safe chips are the next arms race nobody is talking about yet.
4. $EOSE ~$8.00
Eos Energy makes zinc-based battery storage for AI data centers. Just signed a joint development deal with Turbine-X Energy targeting 2 GWh of AI data center power over 3 years. Analysts have a $10.94 price target — but that's before a big hyperscaler deal lands.
5. $CLSK ~$15.97
They mine Bitcoin but is sitting on 1.8 GW of contracted power in cheap energy grids. In "advanced discussions" with a direct investment-grade hyperscaler customer. If that deal closes, this re-rates from Bitcoin miner to AI infrastructure play overnight.
I have 1 more from the lows at $30 already. I think it can 10x still (to be honest).
♻️ RESHARE this post and make 1 comment, I'll DM you the ticker to review.

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@StockSavvyShay $POET and $LWLG as small cap on my portfolio
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THE PHOTONICS LAYER OF THE AI BUILDOUT
Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVDA Rubin Ultra NVL576.
The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects:
• $AEHR burn-in & reliability test systems for photonics and AI hardware
• $AAOI data center optical transceivers with in-house laser manufacturing
• $LITE high-speed lasers & optical components for data center transceivers
• $VIAV optical testing & measurement tools used to validate high-speed networks
• $COHR lasers, photonic components & materials used across optical networking systems
• $MRVL optical DSPs, custom interconnect silicon & networking chips for AI infrastructure
• $CRDO retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters

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