Singularity Research

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Singularity Research

Singularity Research

@SingularityRes

Data Center and AI stocks. DMs open. Find latest insights on https://t.co/r1q9EO9R4f

เข้าร่วม Eylül 2009
995 กำลังติดตาม14.3K ผู้ติดตาม
Singularity Research
Singularity Research@SingularityRes·
They waited for $NVDA GTC to be over before prosecution $SMCI
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Singularity Research
Singularity Research@SingularityRes·
I don’t understand the hate @aleabitoreddit is receiving He finds stocks that no one is talking about. People criticize him about pumping small caps but the thesis for each and every one of them is accurate He has talked about microcap stocks that even Citrini talks about. But no one is criticized Citrini. Some stocks play out and some don’t - that’s the game, but the thesis he provides for each and every one of them is accurate
Serenity@aleabitoreddit

I may have outperformed the index just a tiny bit? It’s as simple as riding the Photonics and Memory Supercycles from $AXTI to $SNDK. Just doing this for fun now.

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Singularity Research
Singularity Research@SingularityRes·
$TMDX did 34 flights and grossed an $2,312,000 (est) in the last 24 hours. They are on track to do 2,552 flights and gross $173,536,000 (est) this quarter. Link - singularityresearchfund.com/tmdx-tracker Disclaimer: This information is for educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice, and you should not treat any of the content as such.
Singularity Research tweet media
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Singularity Research
Singularity Research@SingularityRes·
Been using all models recently like gemini, chatGPT etc. But nothing beats Claude Opus 4.6. Nothing comes close too.
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Kaushik
Kaushik@WisemanCap·
Why are we pumping?
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Singularity Research
Singularity Research@SingularityRes·
BREAKING: Current status of Fear & Greed Index
Singularity Research tweet media
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Irrational Analysis
Irrational Analysis@insane_analyst·
There is a running joke within industry and I think its not a joke lol.
Austin Lyons@theaustinlyons

Latest press release from @CoherentCorp says they are "significantly ramping" 6-inch InP production. That's good, but what devices are on those 6" wafers? Is it just photodiodes right now? That's simpler and fine, but we all want to know if they are building EMLs on 6" wafers too, and how *that* is going. $COHR coherent.com/news/press-rel…

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Singularity Research
Singularity Research@SingularityRes·
I went into a deep rabbit hole of how US attack (their weapon etc.), Iran warfare, how their last leader split the country into 23 factors with individual autonomous before his death and various attack strategy. Then I came across that attacking oil field is economic damage, but real damage will be attacking water desalination plants (humans can't live with water even for a few days), target a few water plants and the whole nation is gone. Add mercury in your drone, when it attacks water plants or gets intercepted, a part of the mercury will get into the water supply at the limit is 2 gm per million liter - the plant is stopped and citizens would suffer I don't think civilians should suffer - but you never know what can happen in a war
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Nano Edge
Nano Edge@nanoedge0202·
@SingularityRes dude how do you even come up with these scenarios like that's seriously next level thinking?
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Singularity Research
Singularity Research@SingularityRes·
We are just one drone strike by Iran at a Middle East desalination plant (already did in Bahrain) with mercury in it from World War 3
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Singularity Research
Singularity Research@SingularityRes·
@CapstackCapital It was not at $5-$10 when I tweeted this I thought rerating will happen after the deal. But it happen before If fast takeoff happens in AI in 2027, it is still cheap. Else, it’s a shitco
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DM@dmottco·
$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property
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Pernas Research
Pernas Research@pernasresearch·
Aggregate market cap of major memory providers is ~$2 Trillion
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