Steve G.L.

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Steve G.L.

Steve G.L.

@stephengluck

Rando comments. DYOR. NFA . I've made every trading mistake possible...multiple times, over multiple decades.

NYC/SF/XNA/NYC เข้าร่วม Mart 2009
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Steve G.L.
Steve G.L.@stephengluck·
Is Siri the absolute worst in getting your questions answered compared to Perplexity, or Gemini, grok, Claude, etc etc. Come on $AAPL you should definitely be the winner in coming years in AI race but atm it's a pathetic entry for me personally to use.
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The Great Mattsby
The Great Mattsby@matthughes13·
So many people in my comments are obsessed with saying we are in a downtrend. This is only true if you are a trader. What I see is everything is flipping previous resistance to support Demand zones are built for accumulation and traders almost always miss these zones because they like to wait for breakouts and buy at higher prices. I prefer to buy low and lower so I can sell high and higher $BTC $IWM $TSLA $HOOD
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Steve G.L.
Steve G.L.@stephengluck·
@ArkansasBlog Pretty sure Zuck wants 6 DC's bigger than the Google one in LR AR for $META. At issue is they use as much power as NYC. It's like having 6 NYC's with the power supporting 200 residents (in this case employees). What about OpenAI, $MSFT, $AMZN, and $XAI? Power dilemma incoming.
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Arkansas Blog
Arkansas Blog@ArkansasBlog·
A data center proposed at LR Port will draw more power than all the households in LR and the Entergy/chamber/GOP axis want you to pay for it. To get 50 jobs. BOHICA. arkansasonline.com/news/2026/apr/…
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Steve G.L.
Steve G.L.@stephengluck·
@aleabitoreddit @in_quanta "Go Bears" is my alma mater - Cal. Stanford is the Cardinals! No one more valuable on X than you SAerenity - ty for all u do for your followers!
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Steve G.L.
Steve G.L.@stephengluck·
@aleabitoreddit @veggiepoultry @ParadisLabs '79 Cal Grad. You are a gem to my man. I lived at Telegraph & Ashby. which was real dodgy then. Street crimes, N Oakland shootings etc. Walked by PP everyday on my way to Sather Gate and Dwinelle. So awesome we get your knowledge FREE! Solid that you donate your rippedoff X revs
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Serenity
Serenity@aleabitoreddit·
aid for homelessness. went to uc berkeley and we had a park called people's park (think it got removed) where a lot of folks slept. And people who camped out in downtown berkeley to sell newspapers were living day-to-day to get housing because everything was unaffordable in california. Walked by every day to class for a few years or to lunch and made a ton of friends with people who lived on the streets during my time there. so changed my perspective a bit on who I can best help.
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Serenity
Serenity@aleabitoreddit·
Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins. 8605 subscribers at $1.00: -> $1595. Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void. I’m not here for subscription revenue so I don’t plan on changing anything. But just found this pretty amusing even if you factored in pro rata or holds/delays. You would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding. Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.
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Steve G.L.
Steve G.L.@stephengluck·
@aleabitoreddit I see 3 of the smartest people on X following you. I don't know 1 other account that can make that claim. Nothing more need be said. tyvm for giving your followers your gift of knowledge Serenity.
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Serenity
Serenity@aleabitoreddit·
Why do I have my own hate watch community now? Stock like $AXTI climbs 400% in the past 4 months. -> Corrects by 14%. Salty commenter months later: "Get cooked"
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Steve G.L.
Steve G.L.@stephengluck·
@matthughes13 Matt - I'm 100% aligned with your methodology, and consider you a gift to X. BUT, there are a lot of "momo" buyers who bought "new highs" above $40 that did not pay anywhere NEAR $153.Many ways to skin the cat. Mine usually involves a lot of pain at first. Momo is not in my DNA
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The Great Mattsby
The Great Mattsby@matthughes13·
Why do I constantly buy the pain in stocks and crypto instead of chasing the hype? It's simple. Take the $BE chart as an example. The real time to get in was during the long accumulation phase in 2022, 2023, 2024, or even early 2025—well before the giant breakout. The people jumping in at $153+ were buying right into heavy resistance. Now they're getting wrecked as the price pulls back. Sometimes it takes years of quiet accumulation (and absorbing plenty of hate from the crowd) before the amazing gains finally show up. But in the end, it's worth it.
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Steve G.L.
Steve G.L.@stephengluck·
@gbdg_23 @Legend1202s1 @aleabitoreddit @ecomTrevor I have it at Fidelity as $SIVEF Sivers Semi and last trade is $1.21 but I only show 4 days of trading volume. Is this the Sivers Semi we are talking about? It traded 4M shares today. tyvm
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Serenity
Serenity@aleabitoreddit·
Holy ****, my $AXTI thesis was legendary? AXT is up another 20% today to ATHs at $58. Happy I got this right, gains in a short time blew away holding $NVDA over the years.
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Serenity@aleabitoreddit

Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

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Steve G.L.
Steve G.L.@stephengluck·
@MartinShkreli when their mobile devices start getting all the attention - the conversation is over.
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Steve G.L.
Steve G.L.@stephengluck·
@Rainmaker1973 what energy/devices are being used to push the dry debris from panel to edge then off onto the earth? brushes?
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Massimo@Rainmaker1973·
Smart system automatically cleaning solar panels
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Steve G.L.
Steve G.L.@stephengluck·
@maelan_sdmr @AloraCapital Maelan, I am a huge bull on $OPEN & Kaz and team. In it for the LT. However, when I tried to use OPEN to sell in October 2025 vs trad realtors - I got a similar outreach as Morgan Brown - from 3rd parties & everyone BUT OPEN. I wrote to Kaz. I hope that is becoming the exception!
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Maëlan
Maëlan@maelan_sdmr·
🚨: OPENDOOR SCAMMER This scammer @AloraCapital is now 100% confirmed. He just blocked me after I insisted on any response whatsoever 🚫 As a reminder he defamed Opendoor and involved three members of the leadership team; he talked a load of nonsense and wasted everyone's time. And it wasn't even his first attempt. He even insisted for a response this time lol What an asshole. One more to add to my list. Don't mess with the $OPEN Army or you'll find us.
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Morgan Brown@morganb

@AloraCapital @rabois Can you dm me the addresses you used? Thanks 🙏

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Steve G.L.
Steve G.L.@stephengluck·
@MrNeverSell amazing that Carrie Wheeler is sill the #7 holder in $OPEN. She must def be a Kaz & team believer, even after being forced out for creating so few opportunities during her tenureship.
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Mr Never Sell
Mr Never Sell@MrNeverSell·
Here are the current top 10 shareholders in $OPEN:
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Steve G.L.
Steve G.L.@stephengluck·
@SteveSkojec with no knowledge of what a 10X engineer is, I found this guys chat SO refreshing and understandable. He went out of his way to be inclusive of people who are not in his industry and what a valuable 12 mins that was. Loved this
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Steve Skojec
Steve Skojec@SteveSkojec·
This is a really thoughtful reflection. I didn’t intend to watch the whole thing, but I ended up doing it anyway. AI is like playing a hard game you can’t beat with cheat codes on. It’s amazing at first, but it becomes boring very quickly. But worse than that, it does something to your brain that ruins the game. If you turn the cheat codes off, you become acutely aware that you’re now struggling unnecessarily. You can’t forget how easy it was, but you don’t want it to be that easy because it takes all the fun out of it, but now the inability to unsee what you’ve seen creates a tension that causes you to lose interest in even continuing to play. The magic is gone. You’ve broken the spell. AI is doing this to life. And the societal consequences are going to be enormous.
Mo@atmoio

I was a 10x engineer. Now I'm useless.

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Shay Boloor
Shay Boloor@StockSavvyShay·
Chamath says AI infrastructure is driving an off-grid energy revolution as hyperscalers bypass grid bottlenecks with behind-the-meter power. He says co-location with dedicated power sources is emerging as the solution when the grid can’t meet AI demand.
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Steve G.L.
Steve G.L.@stephengluck·
China's leader in EVs BYD $BYDDY just crushes us at every aspect of EVs. Now you can charge your $25K EV from 10-97% full in 9 minutes? Stations soon to be found every 100km along China's byways? What the hell are we doing here?
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Steve G.L.
Steve G.L.@stephengluck·
@Ronald_vanLoon @XH_Lee23 can you tell us who is building/mfg'ing this solar cleaning robot? I looked thru your posts and could not find. tyvm
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Steve G.L.
Steve G.L.@stephengluck·
@MrNeverSell amazing that Kaz paid $8 ish in the open market for common stock as he onboarded to $OPEN, in addition to his package from the board. Watching it trade with a $4 or $5 handle while he tries to disintermediate residential RE is crazy. This stock has to work at some point.
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Mr Never Sell
Mr Never Sell@MrNeverSell·
Can everyone just chill? I am not a real estate expert. I am not a tech expert. I don't work at $OPEN. I don't even live in the US. I have no idea about your laws or how anything works overseas. I am not a mortgage expert. I can't explain why the 4.99% mortgage product is good or bad. I can't give you evidence that this will work. But listen to me very carefully: I DON'T CARE. You want to know what I have invested in? Nerds. Extremely intelligent engineering nerds. Led by a superhuman nerd who has done impossible things in the past. Who sleeps at the office. This guy literally felt the need to tweet and justify a break because he wanted to watch the Olympic final hockey game. So please leave me alone so my army of nerds can make me money. Thank you for your attention to this matter! /MNS
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Steve G.L.
Steve G.L.@stephengluck·
How in the hell is $LITE - Lumentum Holdings 195% above its 200 day sma & barely/rarely backs off. Guess I'll chalk it up to the Aschenbrenner effect. Man, that guy has been something else since bursting into the Hedge Fund community
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Steve G.L.
Steve G.L.@stephengluck·
@cantonmeow bc you help Danny Chang keep his 70K+ followers while only basking in his past victories! Nothing ever current from that guy! You are 1 of the most transparent, guiding, thoughtful forces on the FinX platform CC (TGM too) taking on loads of stress just to help the community!
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
Did you know that I have no idea how I got so many followers? Have a great night, everyone.
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ค้นพบ

@matthughes13 @ArkansasBlog @aleabitoreddit @in_quanta @veggiepoultry @ParadisLabs @gbdg_23 @Legend1202s1