Thomas 🇩🇰 🇨🇦 🍋

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Thomas 🇩🇰 🇨🇦 🍋

Thomas 🇩🇰 🇨🇦 🍋

@thgstar2

เข้าร่วม Mart 2023
750 กำลังติดตาม229 ผู้ติดตาม
Thomas 🇩🇰 🇨🇦 🍋 รีทวีตแล้ว
Gianl1974
Gianl1974@Gianl1974·
SHOCKING CLASH: Donald Trump CALLS POPE LEO XIV “AN INSULT TO JESUS” — THE POPE’S RESPONSE STUNS THE WORLD Donald Trump believed he could score easy political points by calling Pope Leo XIV “an insult to Jesus,” after the spiritual leader once again spoke out in defense of peace, compassion, and human dignity. However, he was challenging a voice rooted not in politics, but in moral authority. Standing before a solemn gathering at the Vatican, Pope Leo XIV did not respond with anger. Instead, he delivered a powerful and deeply moving message grounded in faith, responsibility, and truth. “The President of the United States has said that I insult Jesus,” Pope Leo XIV began, his voice calm yet firm. “But let us reflect honestly — what truly insults the teachings of Christ?” Then, with quiet intensity, he answered: “You want to know what truly insults Jesus? It is when we turn away from those who suffer, when we close our hearts to the poor, and when we choose power over compassion while others cry out for mercy.” He continued: “You know what insults Jesus? It is forgetting the dignity of every human being, ignoring the pain of families in crisis, and refusing to hear the voices of the most vulnerable among us.” His message then deepened, becoming not just a response, but a moral call that reached far beyond the moment: “You know what insults Jesus? It is creating division where there should be unity, spreading fear where there should be hope, and turning away from justice when we have the responsibility to uphold it.” This was not merely a political rebuttal — it was something far more profound. Pope Leo XIV, known for his humility and steadfast commitment to peace, transformed the confrontation into a reflection on conscience rather than conflict. Instead of escalating tensions, he elevated the conversation to a universal moral level. “I do not claim to be perfect,” he admitted. “But I strive each day to walk the path of compassion — to serve, to listen, and to love as we are all called to do.” Then came the line that resonated far beyond the walls of the Vatican: “If we truly believe in a world shaped by peace and mercy… then why do we not work harder to bring that reality into our lives — here and now, for one another?” That was his response. Not with anger. Not with division. But with conviction — and grace. Trump sought to challenge him. Instead, Pope Leo XIV delivered a message now echoing across millions, reminding the world that true strength is found not in power alone, but in conscience, humility, and love.
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Michael Sikand 🦑
Michael Sikand 🦑@michaelsikand·
My #1 position $KRKNF / $PNG.V is reporting Q4 earnings tomorrow. Here's what I'm watching for. 1. Updates on the new Halifax battery factory. My asymmetric thesis is built on the rapid scaling of subsea battery sales to Anduril's submarines that are worth millions of dollars each and command excellent margins. This second facility brings up to C$200-250M in annual battery capacity which could service the initial ramp up for Anduril's programs. Was supposed to be operational Q4 2025. Got pushed to late March/early April 2026. Is it producing and shipping batteries or has it slipped again? I need to know Kraken can stand up battery factories fast and start producing. 2. Revised forward guidance. Standalone 2026 guide of C$165M-C$175M (~65% yoy growth) was given in March with the Covelya announcement. Has anything changed especially with the Iran situation? More importantly, any signal on timing for release of combined company guidance? That number could push north of C$500M, but the company won't share it until Covelya deal is officially closed. 4. Uplisting. This is a C$3.5B+ pro-forma enterprise value company on the TSX Venture Exchange. That's like parking a battleship in a marina. Any commentary on TSX main board is a catalyst for institutional access and the first step towards the NASDAQ. Many Canadian TSX companies have dual listings on the NASDAQ. Bonus: With Iran actively mining the Strait of Hormuz listen for whether Greg connects the geopolitical urgency to accelerating RFP timelines. $KRKNF $PNG.V
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Matthew Vlietstra
Matthew Vlietstra@Matt_vlietstra·
I’ve been testing my tool, refining it as I go, and the results are starting to come in. Since detection to name a few 👇 $AEHR +101.2% $AMPX +84.5% $PLUG +46.6% I’m building this for what I actually find useful to aid my approach. If you want to contribute or be part of it, let me know. Plan is simple: X followers get free access, outsiders fund the data expansion.
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Johan N.
Johan N.@rk8215·
You miss one Polish $120M MC chokepoint from your list. Do you know which one? Hints: - monopoly in uncooled, ultra-fast infrared detectors - deeply integrated to govermental and military pipelines - produces their own epitaxal layers in house - sits at start of infrared value chain - recently acquired US subsdiary - has not re-rated because only few know this company. Tick tock!
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Serenity
Serenity@aleabitoreddit·
My $IQE call… might actually outperform my legendary $AXTI thesis soon? It’s only been 2 months: Now it's up over +316% after institutions started publicly buying… and keeps going up. Fun time for critical chokepoints like $ALRIB, $SIVE, and $SOI recently in Europe. Probably expect them all to compound another triple digits from here, even after all their rallies. Retail is just extremely early for the first time. So, expect a lot of institutional capital to pour into these critical supply chains companies soon, especially $SIVE after Nasdaq listing.
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Serenity@aleabitoreddit

Not exactly! I'm just a tad more familiar with photonic supply chains than I am with energy so I like picking potential winners. Just wanted to introduce $IQE into the equation like i did with $AXTI, so I could do a "Did you Listen Anon?" post 3 months later if it turns out well.

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Black Panther Capital
Black Panther Capital@BlackPantherCap·
Single-handedly the worst thing I’ve seen in this AI cycle. Allbirds $BIRD spiked 350% today. Dead shoe company rebrands to “NewBird AI” for computing hardware after selling its brand for $39M and raising $50M convertible debt. Pure narrative hijack from a $4B ex-unicorn carcass.
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Serenity
Serenity@aleabitoreddit·
I’m at a loss for words. wtf is this $BIRD is up 572% after: “Allbirds executed a $50M convertible financing facility… to fund a pivot into GPU-as-a-Service and AI cloud infrastructure” This is a shoe brand?
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Pete
Pete@splendid_pete·
In short: "Who is going to pay me now?"
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Jebaim
Jebaim@Jebaim3·
I had a feeling this would happen one day. Selling at 43$ was not such a bad idea after all. $SNDK
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Jack Hunter
Jack Hunter@jackhunter74·
Trump: I’m gonna wipe out an entire civilization. Pope: That’s wrong. Vance: The pope should stick to questions of morality.
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Schiele
Schiele@schieleafklint·
@FinnStockinger same boat. I havent sold my position but I would like this to pull back a little bit and Im sure it will happen. I may be wrong but the smart thing here is to not chase, people are getting ahead of themselves imo. I expect this company to x10 but by 2030, not in 2 months lol
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Finn Stockinger
Finn Stockinger@FinnStockinger·
$SIVE has grown 5x in just one month since my last post. The numbers don't lie, but looking at this chart doesn't bring me as much joy as it should. This is my biggest missed investment opportunity of the year and perhaps even of my entire journey so far. Why did this happen? Before we dive into the psychology of the mistake, let's look at the facts. What actually happened with the company since March 15th to cause such a massive re-rating? Growth Timeline (March – April 2026): ➡️Strategic Partnerships: The company announced key milestones in the commercialization of its photonic and satellite solutions. ➡️Jabil Collaboration: Today’s announcement regarding the partnership with manufacturing giant Jabil to scale optical module production. This is a clear signal that Sivers' technology is moving from lab testing to mass implementation. ➡️SATCOM Sector Contracts: A series of smaller but significant orders for beamforming chips, confirming their technical edge in 5G/6G and satellite connectivity. ➡️Retail Sentiment: Let’s be real—beyond the solid fundamentals, the stock became a retail favorite, giving the price action a parabolic character. Why am I watching from the sidelines after doing the research? I found Sivers when it was trading at 4 SEK. My thesis was simple: at that price, the company was extremely undervalued. I posted about it; I shared the analysis. Then, a classic market scenario unfolded.Serenity make post before market open and the price jumped instantly. I was in my daily work and have no chance to react. I had pullbacks; I had opportunities to "board the train." But I didn't. My mistake? I assumed the "best part" was already priced in. I was deterred by the sudden media noise and the thickening hype around the ticker. Instead of trusting my own thesis as it was being confirmed, I started fighting the crowd's sentiment. The Lesson: Discipline Over FOMO In my view, $SIVE isn't "the next $LITE," but it is undoubtedly a great company. Will I buy now? No. At the current valuation, I’ll pass. To enter, I need a shift in sentiment, a heavy pullback, or a dilution that cools off the emotions and gives me a second chance on my terms. You might call me crazy for skipping these gains, but I’d rather swallow the bitter pill of "no return" than invest against my internal objections and risk capital at the height of euphoria. Rules matter more than any single trade. I invest aggressively and achieve what I consider strong returns, but I won’t pretend to be someone I’m not. Honesty and transparency are my foundation. I won’t win every game, and I won't catch every multibagger. I just do my thing and move forward. Everyone needs to develop their own risk tolerance. Accepting missed opportunities with humility is harder than managing a profit, but that is what builds long-term success. What is your story with $SIVE? Are you a shareholder from the bottom, did you FOMO in at the top, or are you watching the show from the sidelines like me? Is $SIVE the new $LITE to you?
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Finn Stockinger@FinnStockinger

$SIVE Sivers Semiconductors: The Photonics Inflection In the semiconductor world, real alpha is found where physics hits a wall. Today, that wall isn’t GPU compute power - it’s interconnect bandwidth. As we transition to 1.6T networking, copper is dying, and light is taking over. Sivers Semiconductors ($SIVE) is no longer just a "Swedish tech hope." It has officially transitioned from an engineering research house to a high-volume product company. 1⃣ The 1.6T AI Bottleneck: Indium Phosphide (InP) AI clusters are only as fast as the links between them. Silicon Photonics (SiPh) is the solution, but silicon cannot emit light efficiently. It needs an external "engine." ➡️The Moat: Sivers is one of the few global players capable of mass-producing InP CW-WDM laser arrays. These are the "spark plugs" for the next generation of AI transceivers. ➡️Proof of Concept: Partnership with $POET is hitting a critical milestone. Prototype External Light Source (ELS) modules for 1.6T architectures are sampling in H1 2026. ➡️The Pivot to "Standard Products": CEO Vikram Vathulya recently confirmed a strategic shift. Sivers is moving away from low-margin custom engineering toward Standard Products. This will drastically shorten "time-to-revenue" and scale margins by serving multiple customers with the same high-spec chips. 2⃣ Hard Evidence: The 2026 Contract Ramp-up Investors have long criticized Sivers for a "paper pipeline." That changed this month (March 2026): ➡️LiDAR Breakthrough: A strategic LiDAR customer (winning in both Automotive and Industrial) is ramping up in Q4 2026. Cumulative revenue potential: $53M to $138M. ➡️SATCOM & IRIS² Momentum: The Wireless division grew 33% in 2025 (constant FX). Crucially, three terminal vendors for Europe's IRIS² satellite constellation have moved to the RFP stage and are currently building prototypes using Sivers technology. ➡️US Chips Act: Sivers is using Chips Act funding not just for cash, but to accelerate the integration of their tech into US Defense "Electronic Warfare" (EW) programs. 3⃣ Financial De-Risking & The "Uplisting" Catalyst The biggest drag on $SIVE has been its balance sheet. That drag is being cut: ➡️Debt Refinancing (Feb 2026): Secured a $17M facility from Bootstrap Europe, consolidating all debt and providing a clear runway to the Q4 2026 ramp-up. ➡️The 2027 Line in the Sand: Management has set a firm target to reach full break-even/positive cash flow by the end of 2027. ➡️The US Nasdaq Spin-off: With 80% of Photonics revenue coming from the US, the plan to spin off Sivers Photonics into a US-listed entity remains the primary "valuation unlock" to capture US-style multiples (think Lumentum or Coherent). 4⃣ 2026 Guidance: The Roadmap to Pavement ➡️Opportunity Pipeline: Stands at $453M (up 64% YoY). ➡️Profitability Pivot: Q4 2025 delivered a positive Adjusted EBITDA of $1.14M. Expect this to stabilize as "Foundry Customers" (SME base business) provide a recurring revenue floor while waiting for the "Big Elephants" (AI & Auto) to join. ➡️OFC Los Angeles (March 15-19, 2026): Currently underway. Industry leaders are vetting Sivers' laser arrays. Success here is the catalyst for large-scale datacenter deployment. 👇Final Verdict Sivers is no longer a "story" stock; it is a "delivery" stock. As 1.6T networking becomes the standard for AI datacenters, the demand for Indium Phosphide laser sources is set to explode. Sivers is one of the very few companies sitting on the right IP at exactly the right time. What’s your take on the Silicon Photonics race? Are you betting on the massive, vertically integrated giants like Broadcom, or do you see the "pick-and-shovel" specialists like $SIVE capturing the real alpha in the 1.6T transition? Drop a comment below with your thoughts or ask me anything. I'm here for you. #Investing #Semiconductors #AIInfrastructure #StockPicking #Sivers #Photonics

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Thomas 🇩🇰 🇨🇦 🍋
@FinnStockinger I really like that, thanks for sharing. I think, if honest, everyone faces the same issues all time. Often enough FOMO wins and that's a big mistake. The rule set and process is key to succes, it's just so hard to stay true ...
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Paradis Labs
Paradis Labs@ParadisLabs·
Also - should I even do this LOL? Shiny new toy syndrome? Need the next few days to really dwell on things properly. Anyone with any advice, DMs open.
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Paradis Labs
Paradis Labs@ParadisLabs·
Guys, I've decided to sell 75%-100% of two of my high-growth holdings: > To get in on the latest funding round for an AI startup in London (AI financial advice) > I'd be on the cap table alongside some pretty famous tech investors. Names you'll all know 90% sure which positions I'll sell, but interested to see what people think. Poll in comments/quote tweet: > $IQE / $SIVE / $SOI / $AAOI (And yes, I know I'd be missing out on multi-year gains with these stocks lol) However, I personally see massive ROI in scaling an AI business alongside famous tech investors Probably bigger ROI when factoring in potential deal flow coming my way in the future? > Poll set for 7 days out, but will need to make my final decision before the weekend (And no, I won't be sharing any bear cases for the stocks I sell - I'm bullish on all four names mentioned)
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Thomas 🇩🇰 🇨🇦 🍋
@ParadisLabs Be very cautious. The hit rate in VC is 1:10, maybe a little better, if you cannot do 4-5 investments in parallel it's all eggs in one basket. Also, in AI risk is even higher since noone can honestly predict what's next. Fast forward 3 month and the business case can be broken.
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Serenity
Serenity@aleabitoreddit·
$RPI hit triple digit % return intraday today, just 2 months later. That’s 14 different stocks I’ve called YTD from $AAOI to $LITE that hit 100%+ returns. Maybe if I’m able to write a thesis on 14 separate longs that double in a short time period… I’m decent at it? I was the first person to long it as AI agentic hardware orchestration. But everyone called my thesis a "Meme" back in Feb. (Special S/O to FT, Reuters, Bloomberg) But I called out revenue acceleration expecting a 3x beat compared to consensus. And their earnings report validated my estimates. It's now being re-rated as an AI hardware company.
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Serenity@aleabitoreddit

Fun Trade Idea: Long $RPI (Raspberry Pi) Reason: 🦞 Openclaw / Picoclaw / Nanobot + Hoarding. Everyone has been openly hoarding Apple Mac Minis and were long Apple. But $APPL is already a $3.7T+ company. Product mass-buying won't make a dent. Raspberry Pi, however, is a 542.68M company. The revenue is material. Feels like markets haven't priced this in since I've seen almost 0 mentions about the ticker on X (but many product mentions). And it's only recently that have the hoarding started Raspberry Pis, as they're much cheaper than $500+ Apple products. They also have their mini $NVDA CUDA-light utility ecosystem that people use. So it turns out these extremely cheap $20 or $200 devices are perfect for deploying mass deploying isolated instances. The reason is for OpenClaw orchestration (so they don’t mess up your device) -> interfacing with a central LLM via API. Before people were just buying 1 or 2 for hobby/education purposes, so revenue has slowing. But now Silicon Valley startups and individuals anecdotally appear to be buying tens or hundreds of these things to run concurrent OpenClaw agentic swarms or do stuff like agentic marketing on Reddit and other places. And no, there are many applications that can't be done by spinning up AWS VPS, so people do it locally (there's TOS around automation/AI bots, so companies setup their own servers). That being said main downside risk is that its - partially foundation owned, and they might not hike rates like $SNDK or $MU does, even if there's extreme demand - Subject to memory price hikes like LPDDR4 component so this is not a major position. However, going forward, revenue should increase due to people buying tens or hundreds of these things for running AI agents. Balance sheet also looks clean with low downside risk: - ~$280M - $300M revenue - ~$75M+ Gross Profit - ~25% Gross Margin - Net income: ~$10M - $15M - Net Cash: $28M Analysts currently project revenue growth closer to 14–17%. But if the demand influx continues, we might see revenue numbers might hit increase from 14% growth to a modest 48-55% if hoarding continues. Consumer segments are roughly 1/3rd of revenue but the newfound buying from Openclaw + variants is a new cataylst nevertheless for re-rating. Especially now that Picoclaw and compressed OpenClaw variants are now able to be run on $20 Raspberry Pis instead of just the Raspberry Pi 5’s. But seems like people just forgot Raspberry PI was a publicly stock as well. The stock price is down 56% 1Y to 542.68M euro MC to an all time low. So this might be that tailwind for a reversal. There's also a non-zero chance OpenClaw is a long term catalyst for Raspberry Pi based, agentic deployments. TLDR: People are openly buying Raspberry Pis and Apple Mac Minis for Openclaw/Picoclaw, so revenue should benefit from increased demand.

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Serenity
Serenity@aleabitoreddit·
Enplas (6961) at ~$985M seems kinda interesting. 
They hold two chokepoints: 1. Dominant supplier for MLAs (micro lens arrays). Eg. SiPH switches, 1.6T, 3.2T for photonics. 
 2. Oligopoly supplier for IC Test sockets (AI Chip Testing) Cash on hand: ~$155M, no debt. Equity-to-Asset Ratio: ~89% (50%+ usually is solid), so low downside risk imo. 
And their speculated customers: 1, Photonics (MLAs): Highly probable: Innolight, Eoptolink, Furukawa, Intel (SiPh). And prob $COHR, $LITE. 2. GPU/ASICs (Test Sockets): prob $TSM, ASE, types use these to likely test $NVDA GPUs, $GOOGL TPUs (Google Ironwood is highly probable). "expanding mass production orders for major GPU manufacturers, and for ASIC-related projects for hyperscalers."
 Then at OFC: OFC: “We will be showcasing our new products for 800Gbps and 1.6Tbps transceivers and CPO (Co-Packaged Optics) that support today’s rapid technological advancements in AI.” Basically you have a company that supplies T1 semis, foundries, hyperscalers, that benefits from 1.6T from MLA photonics segment + CPO TAM expansion later from OFC products. Was one my positions wanted to share my thoughts about since it seemed p cool at sub <$1B MC.
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
Everyones angry that markets go up now. Good setup
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