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219 posts
@aleabitoreddit @itsadnyc "why do people keep asking this question "
1. Easy one - bears dont believe in gains
2. mostly because people have read "sell the news" 100000 times
3. borrowed conviction
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$JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this specific optical transceiver.
Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier.
2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET.
This is how you do supply chain mapping on qualification cycles.
Anything they make, Sivers makes revenue off lasers.
If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints.
Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.
Nij@Nij318
@aleabitoreddit Why haven’t there been contract announcements or an update of expansion etc? How are you certain that revenue is due imminently?
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@kumarvikash @verstappenews It’s only because neither of them is in the title picture anymore. If they were competing for the WDC again best belief it’d be as brutal
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@verstappenews The rivalry is mostly alive in the fanbases at this point. Max and Lewis seem to respect each other far more than some of their supporters do.
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Hamilton on overtaking Max: "It's the best to overtake another World Champion. And obviously I had a big deficit to close. It was really, really hard to close that gap. I was pushing him like a mad man to try to get close to him. You know how consistent and fast that guy is? He's the fastest guy. So it felt great to get to have that battle with him. It was really not easy to overtake."
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best 18 traders to follow on X:
@amitisinvesting = finX king
@citrini = deep research king
@aleabitoreddit = bottleneck-maxxer
@michaelsikand = asymmetric king
@kevinxu = swing trading king
@ChrisCamillo = 8 figure king
@ChairmansLedger = 9 figure king
@cantonmeow = charting king
@KawzInvests = AI infra king
@Gubloinvestor = small cap king
@CKCapitalxx = early to lots of names
@jiahanjimliu = best $IREN poster
@BryzonX = first to $HLIT
@JKeynesAlpha = $QS king
@bubbleboi = tpot finance poaster
@alc2022 = great guy to inverse
@Liathetrader = daily setup queen
@StockSavvyShay = media mogul
follow them all and learn.
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New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each.
> $HYLN - their product KARNO generator is an alternate option instead of fuel cells in data centers
(fuel cell expensive and bad life span, generator not.)
> $025560 Mirae Corp - post packaging chip inspection tools into CXMT / sk hynix
(the machines that test memory chips after they're packaged)
> $HLIT - 95% market share in virtualized cable modem termination systems
(the software running cable internet upgrades for most of the industry)
> $SMTC - high speed signal integrity platform for 800G, 1.6T and 3.2T transmitters
(the chips that move faster data inside AI clusters)
> $SEDG - solar inverter maker, pivoting into AI data center power hardware
(sun make energy for stuff)
> $AMPG - only US maker of a 5G tower antenna , NVIDIA just picked it as the hardware for AI on cell tower.
(the box on top of cell towers that beams signal to thousands of phones at once in cities and stadiums)
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@ShadesOfBlueAn1 Regarding (9) - it’s applied retroactively as well since they do not specify a date
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My take on the adjustment of status USCIS policy memo that dropped today, on a Friday before the long weekend
Hopefully this helps clarify and answers some questions that one may have
Of course, need to wait for more details on this from official sources, and wait and watch how this plays out in the courts.
ShadesOfBlueAndRed@ShadesOfBlueAn1
🚨 USCIS removes Adjustment of Status (except extraordinary circumstances) If this is maintained by the courts, the impacts are massive. 90% or more of all employment greencards are via adjustment of status From my understanding: - this will impact all visa types that are not dual intent (e.g F1) --> so likely impacts RoW students who enjoyed F1 --> OPT --> greencard, skipping H1B - this will also force those with dual intent visas (e.g H1B) to go back to home country when priority dates become current, so that they can apply for greencard at consulate --> obviously visa bulletin dates move back and forth all the time, so this could cause massive disruption @grok fact check
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So who really is the Main character in the boys show?
Hughie Or Butcher ?
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Korea is ahead of the curve on everything. If you wanted to see where our society was going to be today, just go to Seoul 10 years ago. Every single trend, from looksmaxxing to salaryman margin gambling to jailing former presidents started there first.
They are speed running the end of history, and possibly, whatever comes next, they will be at the beginning.
Roger@rdd147
Koreans have now maxed out margin on KOSPI and are directly going to banks for loans. People that are 60 have never owned trading accounts and now it’s the fastest growing age group entering to buy leveraged semiconductors. Just one article of many describing the madness. $soxx $dram koreatimes.co.kr/amp/economy/20…
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@itsjcmerlo @kevinxu @X @nikitabier You should continue subbing and sharing it, I think it would only help these pumps lol
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Someone explain this to me like I’m 5
I’m blocked but I can still see all the sub posts lol
Been trying to let @kevinxu know cus it doesn’t seem fair to him but idk hahah
Oh well @X any idea?
@nikitabier
Doesn’t seem like it’s fair to Kevin
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@JimKarasBoxing Jon Jones of KB. Dominated an older weak era. Not a lot of power but crafty. Cherrypickin.
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@kevinxu @optionscjp Tbh the subscription is making it more dangerous for you. That’s how some fintwit guys in the past got into trouble with the SEC - they can argue that you pump things in public and dump things behind a paywall with a big delay
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@optionscjp would you rather i silently trade and just share the pnl when it's green?
cause that's what every other trader does
i strongly believe i'm the most transparent trader on this entire platform
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How can I give back & help you guys more?
Maybe if you drop some tickers under the comments to this post, I'll post some research in a few days for the most liked/commented one?
Just genuinely want to help!
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@ChampRDS @bokamotoESPN But but but Khamzat resume and he doesn’t fight often! Lol acting like it’s a fucking job application. No we want big fights.
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@ChampRDS @bokamotoESPN UFC fan culture is weird. Fym not deserving? We all know he is the best guy in the division still and it was a split decision, it’s not fking college admission or a job application lol you want to see the best to fight the best
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🚨 Khamzat Chimaev is “obsessed” with a Sean Strickland rematch, and that’s the only fight he will accept right now 👀
(via @bokamotoESPN)
Championship Rounds@ChampRDS
🚨 Khamzat Chimaev's brother says his body "shut down" during the weight cut for the Sean Strickland fight 😳 He says Khamzat originally had a deal in place to fight Jiri Prochazka at 205, but the UFC later called asking him to fight Strickland instead According to him, Khamzat weighed as much as 231 lbs, and was still 214 lbs just two weeks before the fight "There was a problem with the weight cut. The question became whether to cancel the fight or take the risk. When there was 1.2 kg left, his body shut down... Oxygen deprivation. His body malfunctioned. We had to stop for an hour because his health wouldn't allow him to continue... Khamzat himself said he didn't know how he'd fight in that condition. There was an agreement with the UFC that he would fight Jiri Prochazka at 205. The contract was already prepared, but then they asked him to fight Sean instead... so he accepted ands decided to cut from 105 kg [231 lbs] down to 84 kg [185 lbs]. By fight time he had only regained around 5-6 kg [11-13 lbs]... Two weeks before the fight he weighed 97 kg [214 lbs]. We've requested a rematch with Strickland. There's an event in Abu Dhabi in October and we want to do it there. Khamzat isn't the type of person to move to another weight class and leave unanswered questions behind. We want the second fight. Right now we have no other goals." (via @sportsru)
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@tiendrid @ChampRDS @bokamotoESPN “Earn”? Why do you care? It’s not a fking job application lol do you really wanna see another Strickland vs Imavov fight? As a fan you should wanna see the best vs the best
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@ChampRDS @bokamotoESPN He’s done nothing to earn an immediate rematch
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@bokamotoESPN UFC fan culture is weird. Fym not deserving? We all know he is the best guy in the division still and it was a split decision, it’s not fking college admission or a job application lol you want to see the best to fight the best
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Khamzat Chimaev’s team has told me the only fight he’s interested in or would accept right now is a rematch. shorturl.at/ydR92
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how top callers be looking right now:
Rhino@lBattleRhino
Guy who says you’re fucked when the music stops
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