mario28472
45 posts
$MRAM: +10% in the last hour.
If you had my post notifs on, there’s a decent chance you caught this absolute creature before the crowd started FOMO'ing market orders into this move.
Find strength early, get positioned before attention arrives, then sit tight.
Chart: $MRAM.
iain@ohiain
Is $MRAM the next $QCOM? Nobody knows yet…but I do know that early-stage leadership always looks “too small,” “too risky,” and “too early.” ...right before the crowd finally notices it. Chart: $MRAM.
English
$MRAM
A very compelling stock.
$100 looks very reasonable.
English
@Craaazy1231 Too high to get in right now hope it drops closer to 30
English
$MRAM
This is absolutely insane.
It went from -14% to +10% with another 5% in Overnight.
This stock is gapping 100 within weeks.
English
Did you listen, Anon?
$MRAM Calls up 150% and shares up 25% from this morning.
Life changing money is being made.
Thomas James Investing@Thomas_james_1
$MRAM is a small cap memory name. If you missed $MU and $SNDK you don’t want to miss this. As long as memory stays bullish, then MRAM will continue higher.
English
@Yu55131Yu Thank you! I started with books and then you tube videos
English
Another incredible week in the books.
Options profit for this week $1856.
$BE was my biggest options winner
Some of my shares are getting called away today but thats ok as they are all in profit.
I had a lot of trades this week and they were a little harder to manage so going forward I will try and do less of them. Alas, best options week yet 😊
English
After 5+ years in trading, I stick to a simple strategy that's nets me thousands every month. Hundreds of our members have done exactly this.
It might be the easiest trade you'll learn, suitable for most market conditions.
Spend a few hours this weekend learning option selling.
Not sure how? Comment “options” and I’ll send you a free ebook showing you how.
English
I turned $100 into $1,000,000+ in 8 months with my strategy
i charge $0/month
i will never charge anyone a penny
i made a FREE PDF file which retired many and teaches you my exact strategy
Like + Comment “Options” and I’ll send it you
(must be following to DM) $SPY $SPX
English
@Yu55131Yu @ryansfinance Adding what little money I could hear and there into $RKLB lol
English
7 doubles to turn £13.5K into £1M
Start: £13,600
Trade 1 : £27,200
Trade 2 : £54,400
Trade 3 : £108,800
Trade 4 : £217,600
Trade 5 : £435,200
Trade 6 : £870,400
Trade 7 : £1,740,800
Extremely difficult but it’s wild that it’s possible, look at how many stocks have doubled in the last 12 months 🤯
English
@itschrisray @ryansfinance How did you go from 10k to 500k in 3 years?
English
@ryansfinance I used to think of how many doubles away from $1M I was and it used to be daunting.
Now I just need to double one more time.
3 years ago my portfolio was just $10k. 👀
English
@sunxliao Your post about 1K to 1m is just doubling 10x blew my mind… seems too simple or easy… how to learn or get inf before?
English
@valerijatrades1 Thanks! I just started stacking BTC but want to use small funds to do option trading. I’ll check it out. Thanks again
English
@TheDanGlasser @aleabitoreddit True… nothing on robinhood except Ali Axti
English
@aleabitoreddit Damn you Robinhood for making basically none of these available😭
English
So my 10x moonshot $AXTI ended up landing on the moon.
If you felt like you missed the rocket:
-> $SIVE is my personal favorite next 10x AXT moonshot at today's prices.
-> $AAOI already up 4x since I've mentioned it, but I still think it can 4x again from these levels.
If you want to play a bit safer:
-> $VNP is the Western $AXTI
-> $SOI is the $AXTI for silicon photonics/CPO, but it hasn't really ramped up yet.
-> $IQE is more binary based on restructuring.
-> $TSEM, $LITE, $COHR are the steadier compounders.
I haven’t mentioned $VNP (5N Plus) much yet but it’s genuinely one of the most important companies in Western supply chains as the counterbalance to $AXTI.
Basically it supplies: indium, germanium, gallium, tellurium, bismuth. Solar cells for LEO. Substrate feedstock for photonics.
There's always more opportunities in the market!
Serenity@aleabitoreddit
$AXTI has now reached the legendary status of $69.69. Was expecting close to 10x returns in a year and half, not a few months… Everything from $AAOI to $SIVE are ridiculously outperforming. As for AXT valuations at $4B? Is it overvalued. Yes. Would hyperscalers pay $10B to secure their AI buildout? Yes. Lot of these bottlenecks can’t be valued with traditional metrics.
English
My thoughts today on $SIVE, at a ~$250M MC:
Sivers is the future likely CW + laser array light source powering hyperscalers from $AMZN, $META, and $MSFT.
At ~$250m...
From confirmed clients, est. mapping:
1. Jabil ( $JBL ) LRO Transceivers (Former SiPH $INTC) -> $AMZN, $META, and other Hyperscalers.
2. Ayar -> AIChip/GUC -> $AMZN and other hyperscalers.
3. Enablence -> O-Net -> Asian Hyperscalers
4. And other unconfirmed customers.
People have been asking me endless questions about today's volatility:
If a stock can go up 20% it can do up 20% too.
$AXTI had those +30%, -30% movements all the time (eg. Earnings -30% to $20, now at $60).
And like AXT as you've seen, what matters is it has the likely potential to outperform long term.
That's why it's important to develop your own conviction before entering any trade, so you don't need to ask me questions every day if you take it yourself.
I personally have a long position and I do think Sivers has the potential to be a $5B+ company with Win qualification.
Especially amid some analysts post today telling people to take profits on $SIVE:
- If you just look at $COHR, $LITE and other light source valuations today, they're $40B+.
- $SIVE pre-revenue advanced packaging counterparties are all $1B-$4B+.
- And we have $SIVE as the future light source for hyperscaler supply chains and Jabil transceivers:
At ~$250M.
Just my personal opinion, but it's better to anchor conviction to the marketcap ($250M) as the light source for hyperscaler supply chains, than price fluctuations...
Especially when institutions (~14.1% owned) are able to to shake the tree of a majority owned stock to build a position.
This is why I've shared my thoughts about $AXTI or $SIVE early since I think it's possible for retail investors to frontrun institutions for the up and coming chokepoints in AI supply chains.
And why I've shared hyperscaler supply chain mapping for $SIVE so people can build their own conviction on future light-source growth.
English
@aleabitoreddit It’s so high right now I’ve been watching since $30 to $58 lol probably too late now…. What’s next? 🤣
English
Holy ****, my $AXTI thesis was legendary?
AXT is up another 20% today to ATHs at $58.
Happy I got this right, gains in a short time blew away holding $NVDA over the years.
Serenity@aleabitoreddit
Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.
English