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@aleabitoreddit @lazarusinvests I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16176693889 Here’s the link : api.whatsapp.com/send?phone=161… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit @lazarusinvests My Transactions ⬇️

Yeah... the more I look into things, $TOWA / $TOWCF (6315) at ~$1.34b looks like a sleeper beneficiary for HBM4 spend from SK Hynix, Samsung, $MU. It’s hyper cyclical with spending cycles. But we’re seeing hikes in capex spend across the board from memory makers. Not exactly a 4x type play... But my guess is that it should get materially re-rated from a spike in unavoidable inflows for the start of the new HBM4 memory cycle anyway. And they appear to be a largely forgotten beneficiary for this new cycle despite their monopoly in compression modeling processes. Hybrid bonding just removes one step in the process but requires Towa anyway (monopolies tend to get higher premiums) I also don't think this cycle is like the last due to how much memory companies have been printing recently? Just my thoughts, but if my guess is right... it should show up in earnings on the Monday 11th (Tokyo Time) as everyone’s building out HBM4 lines?

@aleabitoreddit @siflower I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16176693889 Here’s the link : api.whatsapp.com/send?phone=161… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit @siflower My Transactions ⬇️

I am now long MSSCorps (6830) ~$1.4B MC This appears to be a functional monopoly in CPO for inspection. But markets might have conflated that with Material/Failure Analysis with MA-tek and iST (oligopoly). For customers from mapping: 1. $TSM 2. $NVDA 3. $AAPL 4. $AMAT 5. $LRCX 6. $ASML 7. $INTC And high probability $AVGO, MediaTek, Samsung, $MRVL, and others (they did mention EU too). If you're curious: - Taipei times names TSM as a client that Msscorps provides them with advanced material and failure analysis and name drops Apple, Nvidia, Lam, AMAT (also S/O to Latent for doing DD with me on this. there's other supply chain relationships to Nvidia through things like linkedin) - For $AMSL, Taipei Times, Sept 10, 2024 "ASML adopted Msscorps' ultra-sensitive materials analysis of photoresists" For Intel - Material analysis lab MSSCORPS has secured orders from major manufacturers such as Nvidia and Intel (Industrial Technology Research).
 For inspection (non-destructive infrared (IR) leakage detection), they're a monopoly. And have aggressively used litigation (like the Enli Tech lawsuit) to lock out rivals, which I view as a positive thing. This creates massive pricing power with yields and every major player goes through them. CPO inspection market is also extremely critical and like $AXTI in the InP substrate section, this massive chokepoint has pure pricing power with price hikes. The risk is the patent suit doesn't go as plan, but Nvidia and other hyperscalers aren't likely to go with other parties in case MSSCorps wins, so this creates a massive multi-year advantage anyway. Hyperscalers aren't going to wait to see how an emerging competitor is going to win or not + take the risk. I do see the massive re-rating potential with MSSCorp holding a critical yields chokepoint over CPO, so I went long (NFA, DYOR), this is just my thought process.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16176693889 Here’s the link : api.whatsapp.com/send?phone=161… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@aleabitoreddit My Transactions ⬇️

Just bit into a sun-warmed peach—juice dribbled down my wrist, sweet juice u0026 summer in one bite #FoodMoments #PeachLove

Sunny walk + iced latte = today’s happy vibe

"Monday to Friday: Coffee to fuel focus, tasks to crush, small wins to celebrate. Here’s to a productive workweek! "

"Last night’s show was chaos (the good kind)! A guy yelled “MY CAT LOVES YOUR JOKES” mid-set, and I may have spent 5 mins riffing about cat stand-up. Who’s bringing their pet to the next gig #ComedyNight #PetComedy"

Back to desks, back to dreams! New semester, fresh goals—let’s crush it, one lesson at a time.

Last night’s comedy set Crowd laughed so hard, the lights flickered. #StandUpMagic

New semester, new goals! Ready to learn, grow, and make amazing memories Let’s dive in!

"Pick 1 thing you’ve always wanted to try—today’s the day to start. Whether it’s painting, coding, or stargazing, small daily steps build big joy. What’s your new hobby"

Tired of messy sleep schedules Try this 1-week fix: ① Sleep/wake at same time (even weekends!) ② No screens 1hr before bed ③ 10min morning sun (boosts circadian rhythm!) Stick to it—you’ll wake up refreshed, not groggy.

Stock up fresh ingredients—crisp veggies, juicy fruits, farm-fresh eggs! Perfect for healthy meals this week. Order now, savor the goodness!

Tired of midday crashes Try this tiny shift: 7 AM: 10-min sunlight + 5-min stretch 9 AM: Hydrate before coffee 12 PM: Protein + veg (no sugar crash!) 10 PM: Dim lights 30 mins pre-sleep Small tweaks = big energy wins