Caspian

As the previous disclosure, $BRUN surging now.

@tuolaji2024 insane but right choice

韩国父母给婴儿开户买三星股票：不再给孩子买房！ 这一幕正在韩国各地上演，越来越多父母放弃买房给孩子的传统，甚至在婴儿出生当天就为其开设证券账户，让襁褓中的宝宝成为半导体巨头的股东。 开户门槛这么低吗？

@elonmusk “if there’s not a new company that enters space, we’ll never be a truly space bearing civilization.”—Elon Musk

@xxxApril_D13 Very impressive goalkeeper and fighter of life

报！！！！ 佛得角门将粉丝已经翻了接近100倍!!!! 虽然已经40岁， 但哥们的人生k线赢了所有人!!!! 人生永远不晚啊！！！！！！

@famouschen Yeah, it makes sense

其实我在想，如果现在大学生都找不到工作 为什么大家不都上到 X 上面来发推呢 至少领老马的工资，还是要比看别人脸色去找工作好吧

@ccchainfox ready to 300

$SPCX 飞天了啊 前两天小赚几毛钱 一卖直接飞天啊 发财真的是沾不上边……

@lhze0d 不多

x上面的大学生究竟多不多，我想看一看，毕竟我大学的时候也经常翻，但是同龄人不多那个时候

@Duduook 吓我一雷

吓我一跳

近期生活狀態如下： 早上教英語，研究A股韓日股市和黃金 下午抽空健身游泳 晚上等待美股開盤 凌晨看世界盃 一有空就在X上發post 有和我相似的嗎？

“Feel free to contact me” and next second “Sorry I have to block you 😂😂

Be blocked for uncertain reason lol, maybe she’s 35 and sensitive to “26”? Is Singaporean treats someone all like her?😂

Keep tracking this portfolio and gradually align positions with it. Learning from seasoned traders is always compelling.

@yaang1ye Congratulations to my friend

学生时代落幕

@silverfang88 “if there’s not a new company that enters space, we’ll never be a truly space bearing civilization.”—Elon Musk

兄弟们，全体起立！ $spcx 我早都告诉了你们答案 但是很少有人信我

@gNtCHOZLeyhoXbC 😂

刷推发帖是个体力活 大家中午记得吃饱点

@qiqilovemango It depends if you want to hold long term, just go ahead without hesitation

现在上车还来得及吗，会不会在顶上 #spacex

@weyne_0201 But it can push you forward lol

到5M比登天还难吧…🤡

@PierreO38869485 @aleabitoreddit Sive lol

@aleabitoreddit serenity you think pinaple on pizza is normal or should i invest the 12$ in sive?

New reports that $AMD is scrambling for CW laser supply. And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce) Obvious CW laser beneficiaries: - $SIVE (AMD went to GFS for CPO, Sivers reference laser level) - $AAOI (Rosenblatt analyst checks) Lumentum/Coherent are kinda booked out way into 2028 as well. Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co). Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers). I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels. To not get bottlenecked by Nvidia.

@AlphaFlowSeeker @aleabitoreddit 240 shares

@aleabitoreddit Who would buy $SIVE ?

@famouschen @aleabitoreddit Till 2030?

@aleabitoreddit 感觉还可以加仓 SIVE 了，这次长期持有

@buhuichaogu @aleabitoreddit Exactly, and still long

@aleabitoreddit CW laser supply tightness highlights competitive dynamics. AMD's proactive sourcing suggests production urgency, potentially signaling robust AI chip demand ahead.