vicky

@aleabitoreddit @AWar1776 是的，大部分中国股民会把带他们每次都买在最低点卖在最高点的人视为神，在同一只股票螺旋上升波动过程中，每次波动都要买在最低点卖在最高点…荒谬

Just culturally from what I’ve seen on X Koreans are already fully liquidated from leverage by the time they see the thesis play out. Chinese already sell the moment there’s a correction because they think institutions are harvesting them. Japan is somehow calm that Kioxia and others have dropped a lot. US tends to have more tolerance to volatility

@CC_shiitsu @aleabitoreddit aaoi是光模块，这个帖子在讨论cpo…

@aleabitoreddit 前面不是还推aaoi吗？现在aaoi的cpo又不行了？看来你清仓了呢

Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’ve covered all of these before, like Tower Semi. But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO. A small $1.5B laser company next to your two leading $60B+ companies… If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers. This kinda magnifies importance of the three Western leaders of that laser chokepoint.

@aleabitoreddit 是的 我就是昨天看了你的指标之后买入的，太准了

The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today. If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later. Do you guys think it's time I should sell courses on TA?

@cherryPayment 我昨天加仓了

我格外喜欢一句话： 成为下一个 $LITE 的潜力 可惜没加仓 呜呜呜 但我没卖出🐜🐜🐜

@aleabitoreddit 相比那些跌了就删帖或者再也不发表关于该股票言论的博主，我喜欢你的坦诚和坚定！！

I’d like to give a special thank you to Bloomberg’s piece on $META compute. As well as the 2 back to back bear posts on CPO delays. But I believe thematically photonics, memory, energy, and physical AI will outperform in the long run.

@cherryPayment 看完啦！谢谢整理分享

@vicky1219757 其实也不是热门的意思了 可以去看看我写的ccxi这篇文章 里面还是有不少门道

今天很忙，写一下我今天的操作 我今天 $sive我没有出售，理由如下： 1. 我们可以拉长了看，整个光学都在下跌， $AXTI 甚至跌了60%从高点，我也并不是说我们跌的少就值得高兴 我的观点是： 大家都是在股票下跌中赚钱，如果下跌了，你慌了，那你基本就是失败的。 大家都在等待便宜筹码，现在就是这个时候，我一直也不建议你all in $sive 这家公司。 好， 观点说完，再说一下基本面： 公司刚完成新的融资并且打破了之前的承诺，那说明这方面的产量扩增是不容错过的，包括里面有新的投资机构。 说的再直白点： 57sek是机构的入场价，现在价格低于57sek，你在慌什么？ 好，另外今天我在fidelity买入了 $CCXI ， 价格跌到我喜欢的价位了，这个公司我之前就有提到，今天买在了差不多最低点，但明天可能会跌回去，我买入的理由： 机器人行业貌似要来到转折了因为现在生成式ai已经过剩算力，我最简单的想法就是，机器人的动作协调方面已经很完美（参考musk），那么只要把大脑装进去就行了，当然我今天会写一篇关于这方面的文章，希望我们一起学习。 其他的股票： 台湾我没卖 ， $lpk ，$iqe ，$mu 这些我都没卖 另外我准备了资金等待海力士的上市，同时我可能会卖出 $MU （因为海力士）

@cherryPayment 6！

@vicky1219757 热门话题

@zeyu_kap @leto_bao 真的假的啊 到处都是这个消息

原来是爆仓了得打工还债，那没问题了。

@leto_bao @Hank31019945 期待

@Hank31019945 这个之后专门出一篇文章讲

都在问开杠杆没，当然开了。我的账户常年维持 2 倍杠杆。因为年轻，就算输了也有无数机会重头才来。 至于风险，你买房 20% 的首付相当于开 5 倍杠杆把自己所有身家和未来 30 年的现金流都押在一个流动性极低的水泥盒子上，而我开 2 倍杠杆押注的全是地球上最伟大的公司，还能一键跑路，哪个风险高？

@cherryPayment 太好了，比预期好

@vicky1219757 是的

大家可能不知道这意味着什么，你们知道上一次稀释是多少价格吗？ 我先告诉你们2026年4月份，募资125m，价格是14.5sek，增加的股数8620000股，稀释2.5%。 你知道这一次是多少吗？ 只稀释了3.3%，价格比上一次高出300%，57sek一股 你告诉我，这意味着什么？ 2个月时间

@aleabitoreddit 太好了，悬着的心终于放下了

Congrats to $SIVE, they have now raised an upside round of 700m SEK from institutional investors. The round was “Multiple Times Oversubscribed” and slightly upsided. Validating immense institutional demand around current market prices. This raise was specifically for "expanding manufacturing capacity for InP lasers and optical amplifiers" (volume ramping with fab-light model). Hinting Sivers has reached the inflection point for scale. The round was at 57 SEK (current prices are 63 SEK), which I’m personally very happy about as it’s around current market prices, which typically sets a floor. Instituional money has now de-risked the balance sheet, and funded Sivers transition to HVM.

@Censieee @cherryPayment 耐心等待ing，毕竟还在建新供应链的阶段

@vicky1219757 @cherryPayment 感觉这只股票已经被遗忘了。。。

Serenity的影响力依然是巨大的！ 在周五谈论到 $CCXI 后，当天涨幅高达11.41%，然后在今天的夜盘涨幅依然是17.53%！ 而 $sive 作为他最看好的标的会如何表现😏

@lzhy52977646 @cherryPayment 上周拿到了芯片法案的拨款，那笔拨款就占市值的十分之一，确实这个公司目前还在建设供应链当中，所以需要时间兑现，我会继续看后续发展

@vicky1219757 @cherryPayment 我感觉xfab预期没有sivers好

@cherryPayment 所以跌了就骂发帖的人🤣

@vicky1219757 我这边也会有很多朋友这样说 “他说这个公司了！ 说机器人了！赶快买，” 这样的故事从xfab开始就越来越明显

在你获得某些股票讯息的时候，你往往需要自己做更多的研究，不然你就算买了，也拿不住因为你压根不明白你买的是什么

@aleabitoreddit @Crypto_Cat888 that's why you are my favorite stock influencer🫰

@Crypto_Cat888 I don’t trade meme stocks, since it’s hard to build conviction over others buying as a joke. Structural AI chokepoints tend to hold their value and are positive sum from equity appreciation + hyperscaler capex spend, so I prefer the latter.

I find it interesting that the degens on $RDDT are starting a viral campaign to save Wendy’s ( $WEN ). The US fast food burger chain. And the stock price is now up 20% overnight. Just for background: Wendy’s is a popular community meme, where people work behind the dumpsters after their portfolios go to 0 from 0DTE options. (No positions, just found it amusing) I wonder if it’s going to work?

@aleabitoreddit 想问一下serenity，你是如何建模估值的？有没有具体方法呢？

I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later. $RPI - everyone called it some meme stock. Literally Bloomberg, Financial Times, and others went out and called it a meme stock with no fundamentals. Analysts went and said the idea was stupid and said it was going to crash “as a fact”. Earnings came out? Blew away any projection with 58% fwd revenue growth. But they seem to have forgot all the backlash they threw out at me, while they’re citing it as a high growth ai hardware company no. $SIVE? Everyone called it a “meme stock”. I get bunch of hate from Swedish media all the way up. Bunch of people didn’t understand the technical nuances, and they keep throwing personal attacks for some strange reason. But as you know it’s probably my most successful idea and it’s validated so far by institutional buying from Fidelity Research, JP Morgan as well as formally announced partnerships from $JBL to $GFS. Same hate with: - $AAOI at $30, when everyone called management a “scam” or “shady” - $LITE at $300 when everyone called photonics a “bubble” - $RKLB at $20 when everyone thought it was a low revenue launch company that was a bubble. I actually got temp banned from WSB from posting about Rocketlab since moderators didn’t like the stock. - $HOOD at $20 when everyone recalled them freezing GME buys/sells - $IQE at $12 when people thought it was just some random crap $100m company over in the UK with “no actual photonics partnerships” - $SOI at $44 when European bank analysts thought it was “overvalued”and my thesis wasn’t anything new - $NBIS at $75 when everyone in the $IREN camp said I was spreading Russian propaganda and that they had no moat - $INTC at $115 when everyone thought they couldn’t compete with $TSM - $MRVL at $85 when everyone thought they were losing ASIC share to Broadcom. - $AEHR at $35 when everyone misread their earnings and thought they had no revenue - $EWY at $115 when everyone was crying KOSPI was a bubble and LNG/helium/oil would disrupt the memory trade Can go on and on… I do read a lot of the comments, which is why I remember a lot of the hate (probably either jealously, impression farming, or lacking the technical depth is my guess). But I think at this point, people can just see each thesis validated over and over again. And the success in markets drown out the old noise. Good thing is markets are the final arbiter of what’s right or wrong, not the angry comments or posts on X.