Byong Bitcoin

@TechEquityEng Been here for a while sir 🤝

@BitcoinByongSun Awesome! Glad to have you join the $RDDT community :)

One of the biggest upcoming catalysts for $RDDT isn’t being discussed enough. The Reddit vs. Anthropic lawsuit isn’t just about one AI company scraping Reddit data. It’s a battle over who gets paid for the human-generated content that powers modern AI models. If Reddit wins or settles favorably, it could significantly strengthen future negotiations with OpenAI, Google, Anthropic, and other frontier AI companies. I wrote a deep dive covering: • The strongest arguments on both sides • Potential settlement outcomes • Why AI data licensing may be far more valuable than investors realize • My valuation framework for Reddit through 2027 If you’re investing in $RDDT, this case is worth understanding. Article below👇

@chad_ventures @jimcramer Now we goooooo. Thank you for your services Jim Cramer. $COIN can now resume upwards which it forgot how to do until now

@jimcramer Thanks for quickly listening to my ask, Jim! x.com/chad_ventures/…

Who murdered Bitcoin?

@cyberprince_rwo $RDDT is just getting started 🤪

Reddit up 8% today 😈 $RDDT Prince unorthodox picks in the semi boom doing great work.

@chad_ventures Stacking at these levels. Painful now but hopefully pays off longer term $COIN

$COIN ascending triangle breaking to the downside, thus I am closely eyeing the 0.618 log Fibonacci level at $158.42 again, which has been acting as strong support before right when sentiment was as bad as it is right now.

@ThematicTrader Added $FCEL on this dip today! Happy to be aboard

Best way to navigate volatility? Buy high quality companies that you have a great understanding of at high reward to risk entries. That helps build conviction and handle the swings that the market will always hand you.

I’m long $ADTN - Adtran Everyone walked through the obvious optical doors already. LITE up over 1,000%. COHR up nearly 300%. Both got $2B NVIDIA investments in March. The thesis is understood and priced. There is one optical name still wearing its old-world valuation while quietly building for the new regime. This reminds me a lot AAOI with legacy tech before being re discovered. First, what ADTN actually is. A 40-year optical networking company that absorbed ADVA Optical in 2022, inheriting two decades of European silicon photonics and optical transport IP. This is not spring chicken. This is deep engineering depth that the market still classifies as dying copper broadband. Then in March they launched LiteWave800. An 800G linear pluggable optics module that strips the power-hungry DSP out of the transceiver entirely. The result is roughly 1 pJ/bit and 0.8W, which is 6 to 10x lower power than first-gen LPO and well over 10x lower than DSP-based 800G optics. In a world where hyperscalers are slamming into power and thermal walls, watts per bit is the whole game. LiteWave800 wins on exactly that axis. Now layer in Goldman's optical report from April. They put the optical TAM at $154B by 2028, a 9x expansion. Here is what their data says that matters for ADTN specifically. 800G is not going anywhere. Goldman's speed roadmap shows 800G holding meaningful share from now through end of 2028, peaking around 20 to 36% of the market. LiteWave800 ships into exactly that window. The SAM is substantial and the runway is multi-year, not a one-quarter flash. VCSEL holds its own. Goldman calls out VCSEL as a light source with high energy efficiency and proven technology readiness for scale-up. LiteWave800 is built on single-mode VCSEL. They built to spec. The 1.6T optionality writes itself. Goldman shows 1.6T entering mass volume in 2026 and hitting 23 to 35% share by 2028. If ADTN brings a 1.6T LiteWave to market, that is incremental SAM on top of the 800G book, not cannibalization. CEO confirmed it is a product family, not a single SKU. QSFP variant and more integrated versions are coming. Now the financials, because I do not sell hopium. Q1 2026 revenue $286.1M, up 15.5% YoY. Optical networking alone up 24% to $97.3M. Non-GAAP gross margin 43%. US revenue up over 41%. EPS went from $0.03 to $0.14 year over year. The ADVA integration pain is finally behind them and the operating leverage is showing up. ADTN trades around 1x sales. LITE trades at roughly 25x forward sales. COHR at roughly 9x. Same optical space. Differentiated product. A fraction of the valuation. The CEO said it directly on the Q1 call. LiteWave800 reaches production volume about one year out, not today. He also said large data center connectivity is not ADTN's sweet spot, it is the smaller interconnect architectures where they play well. So this is not ADTN becoming Lumentum overnight. The AI optics revenue is a 2027 story. You are buying the optionality before it is in the run rate. The floor is anchored by BEAD federal broadband funding and the EU high-risk vendor replacement mandate ripping out Huawei and ZTE, where ADVA is the politically safe sovereign European alternative. Those are non-cyclical demand floors that exist no matter what happens with AI optics. So here is the setup. A 40-year optical engineer, trading at broadband valuations, with a category-leading power-efficient LPO module shipping into the speed tier Goldman says dominates through 2028, a 1.6T optionality on top, and a revenue floor from government spending underneath. When the market connects ADTN to the optical re-rating that already happened to LITE, COHR, AAOI, the move is violent. This time you are early before the run rate catches up. I am long $ADTN. Not financial advice.

At this risk of sounding like a complete moron I'm holding $CIFR through this double top

Jensen Huang: "The next trillion dollar company is Marvel Technology" $MRVL up +23% pre-market Would be a ~5x from here if he’s right.

$GLXY monthly I like the setup and have a position

$ONDS. Silly setup. SpaceX IPO completely re-rated space stocks. OpenAI/Anthropic IPO rumors completely re-rated everything AI. I think it'd be naive to think Anduril IPO can't do the exact same thing to drone/defense stocks. $ONDS: - called a "mini anduril" - recent $pltr partnership - golden dome connection - anduril ipo = catalyst - pete hegseth "drone dominance" priority - providing drone security for World Cup ...quietly becoming an A+ setup for me. $ONDS currently @ $10.78

I look dumb now but someday these $COIN and $GLXY buys will print. Stay the course

@cyberprince_rwo Added more. Also added some more $RDDT on the pull back today. Both are going one direction with haste and soon, and that direction is up. Higher

you know what to do no sellers with size this is a retail generational wealth phenomenon front run all the funds position yourself as a future biotech landlord volatity is the friend of the degenerate it's what gives up life itself $ABCL is a 0 to 1 company

Let's start the 🐧 train

@chad_ventures do you still have faith in our $COIN? Holding strong and adding here in hopes of being close to reversing back to $200+. Any thoughts appreciated

$ORCL Founder Larry Ellison says AI models are rapidly commoditizing because most are trained on the same public internet data. This makes exclusive proprietary datasets the real competitive moat.

@PolymarketMoney Higher. Much much higher $RDDT cc: @cyberprince_rwo

@investingluc Scooped some $ONDS on this dip!! No brainer with the emerging mega theme potential you mentioned. Let’s go

I'm not a real time entry alert kinda guy, but I'm inhaling this $ONDS dip at $11.70...getting v aggressive here. I'm not the most technical trader out there but the sheer beauty of a re-test of prior resistance on a stock with a sick narrative + emerging mega theme...yes please

Some of my new favorite positions I’ve been sizing into largely in part of @ThematicTrader’s great research - $PENG and $ADTN. Exciting times ahead and of course still hold one of my largest holdings in the middle of all this is $MRVL. Higher soon!!