xoomoon

7.4K posts

xoomoon

xoomoon

@xoomoon

Retail manager studying to become a trader.

Long Beach, CA Katılım Aralık 2008
721 Takip Edilen223 Takipçiler
LongGameEquity
LongGameEquity@LongGameEquity·
POV: You missed $NVDA but learned your lesson and bought $AMD at $80
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Tanner
Tanner@Tanr45·
@oziyaki I think $NOK is over 20 by then, but decay might play a factor into those. Maybe roll them
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Tanner
Tanner@Tanr45·
Decided to be a smart investor today and secure 100% gains on $FCEL. Keep half my position to secure further upside.
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LongGameEquity
LongGameEquity@LongGameEquity·
The $AMD $100 Fumble: I was on a Teams call when $AMD was $100. I mapped out the CPU/GPU TAM and told my coworker, "No way it stays this cheap. It’s a multi-hundred billion, if not trillion-dollar company." He bought at $100, panicked at $90, and sold. He was right—it hit $76. But he never bought back in. Now $AMD is nearly a trillion-dollar company, and he still regrets trying to time the bottom.
LongGameEquity tweet media
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Crazy Investing
Crazy Investing@Craaazy1231·
$POET to $30? I don't know why, but I have a feeling that Poet could rally massively. I know everything was messed up. Despite they can land a deal after eveyrthing they've done, why wouldn't they be able to scale to a lot more?
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Crazy Investing
Crazy Investing@Craaazy1231·
$NOK $50 by EOY. Breakout is incoming.
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MarcusBull
MarcusBull@toniowestside·
@POETtech Someone is scared about the Monday opening….
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POET Technologies
POET Technologies@POETtech·
Did You Know? $POET has more than doubled our staff size in the past year. Approximately 90% of our team is based in Asia, primarily in Singapore. We continue to recruit some of the sharpest minds in our industry who are keen to advance the “semiconductorization of photonics” process that POET has developed. See our Careers page for latest opportunities. lnkd.in/ehuaC_DY #POETpowersAI
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Ted Van der Ende
Ted Van der Ende@liquidlux·
@xoomoon @POETtech Who the Fuck cares if Poet has just a mailbox there? Who fucking cares? If that is what it is. Go to Poets Fucking website and get all your fucking info there. They raised hundreds of millions. Financier did NO DD? You are such a small minded idiot. Go to Nasdaq Website.Geezmoron
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POET Technologies
POET Technologies@POETtech·
Our teams in Asia are thriving. $POET has extremely talented and experienced staff in our global operations who are pushing forward relentlessly as we seek to engineer the new frontier of #AI infrastructure, led by photonic integration. Here is our manufacturing facility in Penang, Malaysia, where we produce industry-leading optical engines and light sources built on the POET Optical Interposer™ platform. poet-technologies.com/careers
POET Technologies tweet mediaPOET Technologies tweet media
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xoomoon
xoomoon@xoomoon·
@liquidlux @POETtech Why did those guys reported empty offices? No one recognized POET in the building?
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Ted Van der Ende
Ted Van der Ende@liquidlux·
@xoomoon @POETtech It has always existed. They simply moved function after function elsewhere. Did you catch Poet redomiciles to the US soon?
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Crazy Investing
Crazy Investing@Craaazy1231·
$PENG is looking very interesting. This one does have massive upside, and the rerate hasn't even happened yet.
CK Capital@CKCapitalxx

A $2.0 billion company building the first commercial photonic memory product on the market in partnership with $MRVL and nobody is talking about it. $PENG Penguin Solutions. Trading at $40. 15x forward earnings. Zero photonics revenue priced in. Penguin was an early investor in Celestial AI. $MRVL acquired Celestial in February 2026 for billions. $PENG got a $27.5 million cash payout from that acquisition and kept the most important thing. The partnership. They are actively developing the Photonic Memory Appliance with $MRVL right now and the CEO confirmed it explicitly on the last earnings call. The PMA is the first commercial photonic memory disaggregation product being built for large scale AI environments. Photonic connectivity dramatically increases the capacity to share memory across workloads at speeds conventional interconnects cannot match. As inference scales this is a critical bottleneck solution. $PENG builds the box. $MRVL guided $500 million run rate by FY28 and $1 billion by FY29 on the Photonic Fabric platform. $PENG is in the critical path of that entire buildout. The market is pricing none of it. Then the $AMD partnership just dropped. $PENG and $AMD signed a collaboration with Shell to enhance AI data center efficiency. Shell’s Houston facility already runs 864 Penguin built servers loaded with dual 96 core EPYC processors. $AMD takes the chip revenue. $PENG takes the systems revenue. Every enterprise AI deployment on EPYC is a $PENG revenue event Full year revenue growth guidance just raised from 6% to 12% on the back of memory segment strength. Enterprise and sovereign AI pipeline growing 50%. 15x forward earnings. Photonics optionality at zero. $AMD CPU supercycle tailwind. $MRVL partnership confirmed. The re-rate will happen soon.

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The Asian Investor
The Asian Investor@asianinvestors·
I have increased my $SIVE position by 20%, bringing it to 13% of my portfolio. I have an average price of 26SEK, and although I'm averaging up, I'm very bullish on the long term returns of this company. I think it is criminally mispriced given the growth potential and supply constraints.
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Crazy Investing
Crazy Investing@Craaazy1231·
$POET This is a lesson, for both me and people who has been emotional trading. When you got conviction enough, nobody should be able to convince you to sell. I lost 50% of my portfolio, from buying the dip, but there was so much FUD spread on X. Nobody really mentioned the technology. Everyone was BS'ing the company, now, it has 4x in 2 weeks. Trust your guts, not random kids on discord, please. That goes for myself too.
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Bh@r@th
Bh@r@th@svarre001·
I am a sad $POET 😬😬
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Crazy Investing
Crazy Investing@Craaazy1231·
Market is overreacting to $ALMU earnings.
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Remz
Remz@Remzztrades·
$NOK
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