Carson Coady
9.5K posts
Carson Coady
@carsoncoady15
X connects you with the greatest minds in the world and the memes are exceptional.
Canada เข้าร่วม Ocak 2014
190 กำลังติดตาม629 ผู้ติดตาม
$BIRD has now dropped 58% since that ridiculous pump last week peak to trough.
$CAR is next.
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What is the next Sandisk?
Let me know in the comments below!
voided@voided
$33,000 in Sandisk 1 year ago is $1,023,000 today.
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@StockMKTNewz Why is this the first time I’m hearing about this
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@aleabitoreddit Surprised I’m seeing this for the first time
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I didn't know there was a brand new bottleneck in rental cars?
$CAR up 509% in 1M.
Apparently, this is a short squeeze done by institutions.
> SRS / Pentwater locked up over 100%+ of the supply.
> 54% of the stock was sold short.
> Then Pentwater executed a massive block of call options, forcing share delivery, which was nonexistent.
I have no positions, but it’s fun to watch institutions fight it out.
Infinite money glitch?
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Carson Coady รีทวีตแล้ว
Global Foundries photonics/CPO ecosystem list:
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly traded names.
Equal weighted long on the ecosystem from their presentation might not be a bad idea?
I still find it funny how everything publicly listed is trading in the tens of billions.
Then there's some small Swedish laser company there next to $LITE.
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@RealVision BTC is down 40%. Yeah mate the cycle ended 6 months ago, obviously.
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Six months of “the cycle is over.”
Six months of dips getting bought.
Strategy acquired another 34k $BTC. ISM turning. Liquidity loading.
Where’s $BTC by end of Q2?
Michael Saylor@saylor
Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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@IncomeSharks Seems more and more likely.
I’m not sure where this gets to when BTC is back above $100k
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$MSTR - Wouldn't be too upset with the worst case scenario of $200 playing out.
IncomeSharks@IncomeSharks
$MSTR - Worst case it's at least going to $200 this year. I like it to the blue line for 70% upside. Get the Crypto Clarity act passed, $BTC back to $80k and suddenly we see everyone talking about it again. Odds of a Bitcoin Strategic Reserve then probably climb to 50% by 2027.
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Surprised $SIVE isn’t up higher from the $GOOGL ASIC news with Marvell.
Even $MRVL is up 6.24%+ overnight.
Markets still probably don’t know where the upstream laser source comes from yet?
Serenity@aleabitoreddit
$MRVL in talks to develop $GOOGL TPU for two different chip models. High possibility $SIVE likely became the light source for Google's supply chains if talks go well. Especially as their custom ASIC likely pushes Celestial IP for scale up (Photonic Fabric) in the MPU's architecture. And this maps to both $POET and Sivers. Custom ASICs take years, so there's probably no material revenue from Google until H2 2028. Vendors are also probably multi-sourced, but having Google as a likely end user is a structural multi-year catalyst past 2028. Markets are typically forward looking.
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Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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Pretty confident about $SIVE regarding institutions coming in next.
Laser supplier for $MRVL, $JBL, and a few others.
Valuation disconnect makes no sense when they’re designed into hyperscaler supply chains at ~$430M.
And you look at CPO and 1.6T transceiver ramp over next few years, it’s insanity.
It looks like the start of the next $LITE over the next year, imo institutions probably late to the party due to Swedish listing.
Gem@DesingerGem
@aleabitoreddit Whats next?
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@StockSavvyShay @fiscal_ai This is the dumbest chart I’ve seen. There’s 0% chance
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$MU could be more profitable than both $AMZN and $META by 2027.
That is how powerful this memory cycle could be.
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I’m penny wise and pound foolish.
Sad to see.
Immediate change required.
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@TradexWhisperer Do you just endlessly repost that $MU call? I see it posted a lot.
Thanks for your research and posts. I enjoy reading it.
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70k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real thesis. No noise.
True conviction is rare. That is what turns followers into multi bagger holders.
Trade Whisperer@TradexWhisperer
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
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