InitialY

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InitialY

InitialY

@InitialY23

capturing the next 10 baggers |

شامل ہوئے Şubat 2012
394 فالونگ292 فالوورز
پن کیا گیا ٹویٹ
InitialY
InitialY@InitialY23·
I did a quick calculation of the predicted subscriber count of $HIMS by 2029, in 5 years. (numbers in bold are the actuals) If HIMS can pull it off and grow their subscriber by 20% (my estimation) YoY for 5 more straight years, it looks like they will reach 10Mio count by the end of 2029. @TrixInvestments looks like you might be right, if they can continue to grow like that with the "fierce" competition of $AMZN. Again, that means roughly 3% of the entire US population will become a subscriber at some point. Holy bejesus, a lot of people need medical care by then. Is that realistic? I don't know. @EventuallyWLTHY sure has a better understanding of the trend.
InitialY tweet media
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Serenity
Serenity@aleabitoreddit·
华人社区最近的赞誉让我感到受宠若惊! 我认为任何空头被打爆,都只是我单纯喜欢像 $AAOI 这样的股票而产生的无意间的副作用。 希望也能与更多的华人社区朋友互动(最近我在 X 上跟日本和韩国的网友互动得比较多)。
RamenPanda@IamRamenPanda

Serenity 是美股头号牛散 是收割美国大机构的牛散,檀香园做空AAOI,他一条推就打爆人家机构了 全球银行、券商、家办、富豪们,同步关注的大牛散 你可以取关所有博主,只看他一人都行

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InitialY
InitialY@InitialY23·
I’m so happy. My $ONDS position is finally printing 💵💵💵 congrats to all who held the bag.
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InitialY
InitialY@InitialY23·
@StockSavvyShay Nothing to brag about. If the conviction was high, you or your wife would’ve put 200k or even more there. Why not? Cuz you didn’t know and weren’t sure.
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Shay Boloor
Shay Boloor@StockSavvyShay·
My wife walks into my office and tells me the $RKLB position I put in her IRA is doing 'really well.' I opened the account and it went from ~$5K to over $116K. She delivered the most understated 20-bagger update I’ve ever heard.
Shay Boloor tweet media
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DuckMan
DuckMan@DuckStockMan·
$ONDS earnings could surprise the market in a BIG way 🚁📈 Wall Street expects: • ~$39M Q1 revenue (+826% YoY) • Only -$0.06 EPS loss • 8 Buy / 0 Sell ratings • PT around $19.50 vs ~$9 stock But the real catalyst may be: ✅ New defense & counter-drone contracts ✅ Backlog growth ✅ Margin improvement ✅ Possible guidance raise for 2026 ✅ More NATO / airport deployment updates Ondas is rapidly evolving into a serious autonomous defense & AI drone platform company. If management delivers strong guidance Thursday, this could become one of the hottest defense-tech momentum plays of 2026. 🔥
DuckMan tweet media
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NightHawk Capital
NightHawk Capital@NighthawkTradez·
Did $ASTS lose another rocket?
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InitialY
InitialY@InitialY23·
$POET holy smokes, news?
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InitialY
InitialY@InitialY23·
Swiss have one of the best educations for sure. However, the environment is just not that welcoming for developers and business owners, if you wanna go big and realize some big dreams, one really has to go to America. A lot of Swiss talents also moved to the US, unless the Swiss government really puts out incentives to retain those talents.
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Leuts.eth
Leuts.eth@A_Leutenegger·
@InitialY23 Yep at scale. But it seems not at a lower level? Regardless Switzerland has an opportunity and can’t afford to blow it
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Leuts.eth
Leuts.eth@A_Leutenegger·
Switzerland has the most AI and Robotics developers per capita and there's a budding ecosystem growing out of EPFL and ETH. It can't afford to lose like it did with crypto where it had a first mover advantage and didn't convert to creating a sustainable economy.
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Mark Sterling
Mark Sterling@lisa01750863095·
Investing into these 10 stocks will set you up to be rich before 2030: 1. Nokia - $NOK 2. Intel - $INTC 3. IonQ - $IONQ 4. SanDisk - $SNDK 5. AXT Inc - $AXTI 6. Coherent - $COHR 7. Lightwave Logic - $LWLG 8. Micron Technology - $MU 9. Marvell Technology - $MRVL 10. Applied Optoelectronics - $AAOI All these setups are on the verge of a major breakout. You’ll look back at this list at the end of this year, & be glad you listened. Don’t miss out…
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Crazy Investing
Crazy Investing@Craaazy1231·
So with the goldman sachs news, $SIVE could easily hit 1500 SEK, by EOY 2029?
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SaralTrader_Pragati
SaralTrader_Pragati@SaralTrader·
Cathie Wood predicts Tesla stock $TSLA to reach $4,000. what do you think?
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InitialY
InitialY@InitialY23·
@II63222 @elonmusk $100 USD you mean? It sits at around $3 right now. That's a pretty bold statement.
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I OS
I OS@II63222·
🚨 $SIVE to $100+ per share if US-listed? YES … volatile journey YES Spicy but tasty.. Here’s the Full Bull Narrative Backed by Recent News With the fresh dual-listing evaluation announcement (April 15–16, 2026), @elonmusk “light speed” Terafab push, Google’s Marvell inference-chip talks, and the entire AI photonics flywheel accelerating , the path for $SIVE to reach $100/share (or more) like $LITE is not only possible… it’s the logical endpoint. Current Setup (April 21, 2026) • $SIVE trades at ~$3.40–3.68 USD (SIVE.ST ~28–31 SEK, SIVEF OTC). • Market cap: ~$780M–1B USD (after the explosive recent run). • Shares outstanding: ~297M. • $LITE sits at ~$895/share with a $64B market cap. $100/share on $SIVE = ~$30B market cap → roughly 30x from here. That sounds insane… until you look at what happened to $LITE in the exact same AI optics boom. The Re-Rating Narrative (Exactly Like $LITE’s Run) 1. US Listing = Instant Multiple Expansion
A Nasdaq dual listing (already under formal evaluation) unlocks Wall Street institutions that can’t easily buy Stockholm-listed or OTC names. Liquidity explodes. Visibility explodes. The same “hidden Swedish gem” becomes a US-listed AI photonics pure-play.
This is the catalyst that took other small-cap optics names from micro-cap obscurity to multi-billion-dollar valuations. 2. AI Monetization + Inference Boom = Massive Optics Demand Google’s talks with Marvell for new inference-specific TPUs (April 19 news) signal hyperscalers are now scaling revenue-generating AI (not just training). Inference clusters need even denser, lower-power optical interconnects. @elonmusk Terafab “light speed” fab push (Tesla + xAI + SpaceX) means terawatts of AI compute → orbital and terrestrial data centers that cannot run on copper.
Every new chip deployment multiplies demand for high-power lasers and CPO components — $SIVE’s exact sweet spot (external light sources, DFB laser arrays for 800G/1.6T). 3. $SIVE Is Positioned in the Same Niche as $LITE But Earlier & Smaller
$LITE went parabolic on AI laser + OCS + CPO revenue.
$SIVE supplies the same high-power lasers via partnerships (O-Net, Enablence, POET, Jabil) + has its own $450M opportunity pipeline, LiDAR ramp (Q4 2026, up to $138M multi-year), and defense/SATCOM tailwinds.
Once even a fraction of that pipeline converts + US listing hits, the re-rating from “small Swedish micro-cap” to “next AI optics leader” is explosive. 4. Operating Leverage Kicks In Hard
Fixed costs are already in place. Revenue ramps (Photonics + Wireless) + higher-ASP AI products = margin explosion, just like we’re seeing at $LITE, $COHR, $AAOI. Bottom line: $LITE proved the model AI optics suppliers with real product momentum and US visibility can go from single-digit billions to $60B+. $SIVE is smaller today, but the catalysts are aligned: US listing + inference/AI scale-up + Musk tailwinds + $450M pipeline. In a continued bull market for AI infrastructure, $100/share is not fantasy it’s the math of re-rating a $1B company to a $30B AI optics player.
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InitialY
InitialY@InitialY23·
@SawyerMerritt This is so lame. I have zero interest and the urge to buy this.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Mercedes has fully unveiled the new all-electric C-Class. • Range: Up to 350 miles (expected EPA) • 94 kWh battery • Peak charging speed: 330kW. Up to 200 miles added in 10 mins • 800v • 0–60 mph: 3.9s • 482 hp • 39.1" pillar-to-pillar screen with >1,000 LED zones • Illuminated grille with ~1,050 light points • Seats with massage, ventilation, and 4D sound • Multi-source heat pump for improved efficiency and thermal comfort (uses ~50% less energy vs ICE heating) • Panoramic roof with 162 illuminated “stars” and dimmable glass • 4.5° rear-axle steering (turning circle ~36.7 ft) • Air suspension with predictive damping using Car-to-X and map data • Google-based navigation with "Electric Intelligence" and AR head-up display Over-the-air updates for full vehicle software via MB.OS • Up to 300 kW regenerative braking (one-box braking system) • Dual-motor 4MATIC system with disconnect unit for efficiency (reduces front axle losses up to 90%) • Rear motor: permanently excited synchronous motor (PSM), ~93% efficiency • Two-speed transmission (11:1 first gear, 5:1 second gear) for performance and efficiency • Drag coefficient starting at ~0.22 • Trunk capacity: ~16.6 cu ft + additional frunk storage • Advanced driver assistance:, DISTRONIC, optional ASSIST/ASSIST PRO • Future “CITY PRO” automated urban driving feature • Burmester 3D/4D surround sound with seat-integrated transducers • Headlights with micro-LED (up to 50% more efficient) U.S. deliveries start in the first half of 2027. Pricing announced later. More photos of the car in the thread below:
Sawyer Merritt tweet mediaSawyer Merritt tweet mediaSawyer Merritt tweet media
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InitialY
InitialY@InitialY23·
@PK_Fund operational risk -> further delay of satellites in orbit -> delayed competitive advantage ->delayed earnings. This sucks big time.
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PK_Fund
PK_Fund@PK_Fund·
$ASTS Market is totally over-reacting again. The orbit alignment error had nothing to do with AST Space mobile. People react without understanding the total situation. 1. New Glenn rocket failed not AST sat. 2. AST has insurance for these cases. 3. One of hundreds of sats in the planned constellation means nothing. For the reference: Hundreds of Starlink satellites have failed after launch, due to orbital decay, malfunction, or solar‑activity‑related issues. So this is normal in the satellite business but some people just don't seem to understand it.
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Tesla Inside
Tesla Inside@TSLA_inside_·
FSD seems to have an allergy to merging… 👀😂 Stays in the left lane as long as possible, then dives right at the very last moment. Mad Max vibes? You see this behavior in the US version too. $TSLA
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InitialY
InitialY@InitialY23·
@erix004 Sesselfurzer halt. Die verstehen nix.
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Erix
Erix@erix004·
Habe beim ASTRA direkt nach Tesla FSD Supervised (Level 2) und der RDW-Genehmigung nachgefragt. Antwort: Sie konzentrieren sich aktuell stark auf Stufe 3. Offene Frage bleibt: Will die Schweiz ein Level-2-System wie FSD Supervised über die RDW (UN-R 171) anerkennen oder nur auf Stufe 3 setzen? #FSD #ASTRA
Erix tweet media
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Deandawiz
Deandawiz@Deandawiz·
Germany will heavily resist FSD. But its people will fight for it.
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