𝖲𝖾𝗋𝖾𝗇𝗂𝗍𝗒@𝖺sr𝖻𝗂𝗍𝗈𝗋𝖾𝖽𝖽𝗂𝗍

153 posts

𝖲𝖾𝗋𝖾𝗇𝗂𝗍𝗒@𝖺sr𝖻𝗂𝗍𝗈𝗋𝖾𝖽𝖽𝗂𝗍 banner
𝖲𝖾𝗋𝖾𝗇𝗂𝗍𝗒@𝖺sr𝖻𝗂𝗍𝗈𝗋𝖾𝖽𝖽𝗂𝗍

𝖲𝖾𝗋𝖾𝗇𝗂𝗍𝗒@𝖺sr𝖻𝗂𝗍𝗈𝗋𝖾𝖽𝖽𝗂𝗍

@attractiveinsb

شامل ہوئے Ağustos 2013
2 فالونگ0 فالوورز
Serenity
Serenity@aleabitoreddit·
Okay my fellow Koreans, it's been awhile. Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon. Basically China export controlled Japan, causing their WF₆ supply chain to go down. Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye bye. If you remember the Straight of Homuz with Oil, that's a lot. Foosung's importance just shot through the roof given from some est. they're 10% of the supply chain? So that number goes up, massive bottleneck for demand. Then this looks like the best pure play beneficiary outside of China (even if precursors pricing are rough). Don't have positions, just wanted to publish an idea.
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Max
Max@muststoprugs·
For the rest, not paying a lot of attention to crypto plays. @aleabitoreddit gave me huge gains on AI stocks. My peptide business is booming and making me more money a week than crypto doing. Other IRL stuff is also performing extremely well.
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Max
Max@muststoprugs·
Back to only holding a few plays. $RLB and will keep that one the rest of my life. The tattoo is real. They printed me millions already. base:0xc52aedec3374422d7510e294cfaa90799595cba3 AI play $PIE simply because trashtalk is in. (Link in bio) 1/2
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Gabriel Neo
Gabriel Neo@GabrielNeo9·
@aleabitoreddit Another play here is Lianyou Metal (7610.TW), a tungsten recycler that converts tungsten to sodium tungstate. This is then converted to ammonium Paratungstate, which is the raw material for WF6. Extreme operating leverage. But stock is up 1000% YTD so DYOD
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박민영
박민영@CrystalHea55020·
@aleabitoreddit 수요 병목이 생긴다 해도 푸성 생산능력이 따라갈 수 있을까
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Savage_Trader
Savage_Trader@dheerajkaja·
@aleabitoreddit when i speak to IEEE community and industry people regarding CPO, they keep saying it can never become main stream or even if it does, its 5-6 years away minimum. They keep saying optics is not the issue but cooling and serviceability is.
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Serenity
Serenity@aleabitoreddit·
The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right in Singapore -> China and others. Hot take, but steps like this do help preserve American dominance in AI, keeping the most advanced model at home. I don’t think Superintelligence should be global access, since we’re starting to get into uncharted territories.
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Anthropic@AnthropicAI

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

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Connor
Connor@Connor_7s·
用心做了一个专为美股投资者打造的 Reddit 情报平台👇 RedditAlpha.xyz Reddit 其实一直是美国散户讨论美股最重要的阵地, 走出过不少"股神"——比如最近很火的 @aleabitoreddit,以及当年的GME。 但因为语言、信息量、文化等门槛,中文投资者一直很难真正用起 Reddit; 而你不一样 bro,你能在 RedditAlpha 上轻松获得这些: - 真实、高质量的投资参考: 我们分析了海量真实的 Reddit 帖子与评论,提炼成能辅助你决策的结论; - 发掘下一个"股神": 将 Reddit 发帖作者按一套规则打分排名,帮你提前发现潜力投资者; - 最友好的中文阅读体验: 所有帖子与评论全部翻译,还做了排版优化,比 Reddit 主站更适合中文投资者阅读; - 以及更多有价值的内容 快来试试吧!
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@cryptobyrde @aleabitoreddit @hayeonkim777 @muststoprugs @GabrielNeo9 @CrystalHea55020 @uuuudy @Moon1ightSt