zham

8 posts

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zham

@zhamvest

discovering X

Katılım Şubat 2026
16 Takip Edilen2 Takipçiler
Serenity
Serenity@aleabitoreddit·
@zizonchain No, I blocked Moody because they build their entire following spreading disinformation that they told me about a name. Worked on $SIVE thesis with @Plaskpojken, not some random guy with a cat picture.
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yazan
yazan@zizonchain·
Serenity built her account by sharing real work in public that’s what made her visible to all of us including Moody. Moody dropped the SIVE thesis in her comments because her audience was the right audience for it she picked it up did her own work on it and shared it once she’d built her own conviction That’s how it’s supposed to work you put real ideas out there other people with real ideas find you the work gets bigger than any one person No one changes anything alone
Tom Hou@tomhou101

@MoodyWriter13 Is this movie saying he copied you?

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Serenity
Serenity@aleabitoreddit·
$LPK / $LPKFF earnings are out. Seeing a lot of very dumb commentary on X. If you're wondering how to analyze qualification-cycle players, it's the same as $AEHR. Nobody cares about current earnings unless there's something extremely bad. If your revenue declines -8M euros before any volume ramp, it doesn't mean anything. The only reason why LPKF is a long anyway is 2027 LIDE glass core substrate mass production. Main thing to look at is earnings call in 2 hours not current financials and indication of high volume production + customers. People made this same mistake with $AEHR selling off on previous financials instead of listening to the call.
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Serenity
Serenity@aleabitoreddit·
Just a PSA: (I normally try to stay on topic) But I get like 50-100 new message requests a day... I try my best to respond to all your direct messages, but it's really hard to keep up. So sending follow ups does push it to the top if there's something urgent or I missed a reply. I do try and read all the comments though (esp. since I need to remove a lot of the fake account replies nowadays)
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zham
zham@zhamvest·
@aleabitoreddit It’s funny how they doubled down on gambling instead of focusing on their investors having basics like international markets.
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Serenity
Serenity@aleabitoreddit·
Product innovation from $HOOD would have been enabling international stock trading ASAP. Instead they doubled down on "prediction markets" + "raffles" + new crapcoin listings where retail recklessly lose their money. They also lost retail to $IBKR that now enabled Korean stock trading. Especially due to international stock growth from Taiwah, Korea, Europe, Japan. As a result, we saw new IBKR accounts grow to an all time high this quarter (just from qualitative experiences). My opinion is $HOOD missed earnings since they lost track of what they should actually do to help out retail investors. If they had retail investors all spending tons of TX fees from int. Equities trading, likely more margin usage, fees, cash on platform, wealth appreciation, and so on, which is the basis of the platform. Maybe things would have gone better despite digital asset downturn.
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zham
zham@zhamvest·
@aleabitoreddit sad seeing locals not support it, seeing lot of Swedish finance X members completely against $SIVE
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Serenity
Serenity@aleabitoreddit·
$SIVE is on its journey to be $LITE . In the last 2 days: > $JBL confirmation of using $SIVE lasers for their 1.6T optical transceivers > Sivers raises $13.5M+ from long term institutional investors (eg. pension funds/institutional investors), de-risking balance sheet issues > $SIVE plans to list on US NASDAQ. What a crazy turn of events? I still think it's heading to $2B+ MC in the near term. Especially as shares transfer from local Swedish investors to Western funds/investors who understand what’s up and coming with photonics.
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Serenity@aleabitoreddit

$SIVE executing US NASDAQ listing from Reuters. Welcome to America Sivers. I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals. And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ. This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing. "The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors" We’ll likely going to see a parabolic ride up from the news. In just the last three days: -> $JBL 1.6T to use $SIVE -> $SIVE new US/international institutional investors -> $SIVE looks to be listed on NASDAQ. We're witnessing the birth of the next $LITE.

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Serenity
Serenity@aleabitoreddit·
@Roadstockz lol… I’m just broadly mentioning the ecosystem. These algorithms tracking my my posts are going a little insane
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Serenity
Serenity@aleabitoreddit·
"Silicon photonics scaling hits wafer testing bottleneck" - $FORM (helps that ficontec left), $AEHR - Over in Taiwan MPI (6223), MA-tek (3587), MSScorps (6830) - Then large cap Cap - $TER, Advantest (6857) Are some decent exposure off the top of my head if you’re curious. I’ll make a deeper dive ETF for you all soon.
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zham
zham@zhamvest·
.@nikitabier There should be a feature to auto translate all tweets. We can break the language barrier down easier this way, seeing replies to a foreign tweet is impossible having to translate each one.
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