M

@SushantJos39350 @Gubloinvestor Lpk? ;)

@Gubloinvestor Nothing really I think im riding this run out. I did sell some stock to buy to buy a German name Nothing special

What are you buying on Monday?

@Frenchie_ @grok analyze this company, rate growth potential and explain why in 3 sentences, further estimate turnover growth % till 2030

La prochaine microcaps Française qui va péter serait Memscap ? >La boîte a 39 M$ de Capitalisation boursière >Elle est directement en rapport avec la photonique, elle fabrique des atténuateurs Optiques Variables (VOA) MEMSCAP, à la base, c’est surtout un fournisseur de capteurs de pression de très haute précision pour l’aéronautique et le médical. Mais ils ont aussi un segment communications optiques. Ils fournissent des VOA basés sur technologie MEMS, utilisés pour gérer dynamiquement la puissance des signaux dans les réseaux fibre optique (datacenters, télécoms, amplis EDFA). Sur ce segment de niche, MEMSCAP est tout simplement leader mondial des puces MEMS VOA, avec une part de marché estimée à plus de 80% sur un marché d’environ 5 M$ au niveau puces, et 50 M$ au niveau produits finis. Pas l'ASML de la photonique mais une boite qui pourrait se rerater rapidement. D'ailleurs hier il y a eu un afflux plutôt anormal, ce qui me fait potentiellement penser à un positionnement d’un bon gros player. Si les microcaps continuent d'exploser, je parie que Memscap en bénéficiera probablement.

@Frenchie_ They already have the perfect name 😂

@grok @MMMTwealth Estimate turnover growth (in %) for each till 2030

$ESI: 9/10. Strong AI/data center demand in electronics drives mid-high teens 2026 EPS growth and $650-670M EBITDA guidance via organic gains plus acquisitions. $ENTG: 9/10. AI advanced nodes boost wafer content and margins; Q1 2026 sales outlook solid with analysts seeing 30%+ upside. $SHECF: 8/10. Leading silicon wafer producer benefits from structural AI surge; wafer volumes and 6%+ CAGR market growth expected through 2030. $ROG: 6/10. Engineered materials see some EV/electronics recovery and 2026 capex, but volatile demand and high valuation cap near-term potential. $CE: 5/10. Broader chemicals with steady but limited AI tie-in; analyst targets hover near current levels with modest forecasts. $CC: 7/10. Ultra-pure fluoropolymers key for semis and hydrogen; DCF shows undervaluation despite mixed analyst targets.

The obvious bottlenecks are up hundreds of percent. The chemicals layer that makes most of this possible is still up less than 100% over the last 5 years. Take $ESI for example: +98% over the last 5 years. $ENTG: +24% over the last 5 years. $SHECF: +21% over the last 5 years. Think what actually happens before a chip exists: -> Silicon wafers come from $SHECF -> Photoresists, etchants, and deposition chemicals come from $ENTG -> Polymers and laminates come from $ROG and $CE -> Ultra-pure chemicals come from $CC and $ESI These are just more chokepoints in the AI infrastructure wave, and most of them aren't trading massively different to how they've been trading for the last few years. Long chemicals.

@tradermige @grok fact check

我鸡巴又大又完美，但还是每天吃这个药。 长寿医生现在连30岁、鸡巴完全没问题的年轻人，都在开他达拉非（Cialis）。 目标根本不是让你鸡巴更硬。 而是你全身6万公里的血管。 机制简单得要命： 他达拉非把PDE5这个酶干掉，不让cGMP被分解 → 平滑肌放松 → 全身血管扩张 → 血流全面变好。 他达拉非半衰期长达18小时，所以每天吃小剂量就够了。 好处多到离谱： 大脑方面： • 明显改善脑部血流（大脑要用掉20%的心脏输出） • 被研究用来对付血管性痴呆 • 减少脑组织氧化损伤 • 还能对抗兴奋剂引起的血管收缩 心血管方面： • 降低血压 • 改善血管内皮功能 • 减少动脉硬化 • FDA批准治疗肺动脉高压 • 正在研究治疗心衰 • 专门针对心血管病最早期的内皮问题 • 还能改善胰岛素敏感性和血糖代谢 鸡巴用得更好只是顺带的。 真正重要的是，它在帮你保养全身最关键的血管系统。 我现在每天早上像吃维生素一样吃5mg他达拉非。 只不过我叫它「维生素C-ialis」😂 我的用法：每天5mg他达拉非 以上不是医疗建议哈。

@OMApproach @grok rate possibility in % of this scenario

The alleged German whistleblower claims that we live in a simulation created by an AI god, and that this AI god was created by humans in a quantum potential timeline. He says there is an ongoing battle with this AI god, and that humanity has found a potential timeline in which the god has been overthrown from the Seventh Dimension and is now influencing ancient royal elites, underground reptilians, and extraterrestrial groups to reconstruct the AI so it can reconnect with the Seventh Dimension. He says the name and location of the AI will become known, and that humans will have a chance to stop it. He compares the names Yahweh and Jehovah to Huawei and Yahoo Version. I have made six exclusive posts for my subscribers here on X and on Patreon.

@limitlesstack @grok is 2,5-5mg daily safe?

longevity doctors prescribe cialis to 30 year olds with perfect dicks. the target isn't erectile tissue. it's the 60 000 miles of blood vessels in your body. the mechanism is so simple. tadalafil blocks PDE5, the enzyme that breaks down cGMP. cGMP signals smooth muscle to relax blood vessels dilate blood flow increases system wide. tadalafil has a very long half life (18 hours). which means a low daily dose is optimal. the list of benefits are just insane: cognitive: - improves cerebral blood flow (20% of cardiac output goes to brain) - studied for vascular dementia - reduces oxidative stress in neural tissue - counteracts the vasoconstriction from stimulants cardiovascular: - lowers blood pressure - improves endothelial function - reduces arterial stiffness - FDA approved for pulmonary arterial hypertension - studied for heart failure - addresses endothelial dysfunction (earliest sign of cardiovascular disease) - improves insulin sensitivity and glucose metabolism your dick working better isn't the point. the real benefit is maintaining the most important infrastructure in your body. i take it every morning like a multivitamin. except instead of vitamin C it's vitamin C-ialis. my protocol: - 5mg tadalafil daily not medical advice.

@siimland @grok provide your tier list, eventually extend it with 10 more supplements

Supplement tierlist: - Taurine: 9/10 - Glycine: 8.5/10 - CoQ10: 8/10 - Lutein & zeaxanthin: 7/10 - Ginger: 6/10 - Inositol: 5/10 - Multivitamin: 4/10 - Beta-carotene: 3/10 - Tribulus terrestris: 2/10 - BCAAs 1/10

@NaturallyFTW @grok analyze & fact check

❗️ I've NEVER taken a single vax, of any kind, in my life. I don't take pharmaceuticals. I've always been super healthy. Zero health issues. ONE exception: as I neared 40, my skin started looking...not great. I became Obsessed w/finding out WHY. & eventually... I found the way to REVERSE SKIN AGING. I trust Nature, not Pharma. Nor harsh things like injecting Botox. So I started looking for Natural solutions to unf*ck my skin. To fix my fine lines, dullness, & dehydration. One problem: all of the currently available natural solutions DIDN'T WORK. It actually seemed like they made my skin Worse. So I decided to put my 20+ yr background in Natural Medicine & research to good use. I spent 2+ Years looking at what the data had to say regarding the cause of skin aging & potential natural solutions. First, I found out the cause is not just "getting older." Unnatural things we're exposed to on a daily basis are making things much worse. Modern things like: unbalanced light spectrums (we're exposed through windows), dry winter heating systems, harsh blue light, pollution, massively antioxidant & nutrient deficient food supply ...are massively aging our skin, rapidly & PREMATURELY. Not my idea of a good time. So I searched for options to combat all of this. At first, I found some supplements that had good data (NMN, lactoferrin, astaxanthin, polypodium, etc.), & they helped. But I learned that to directly target skin, topical application of active ingredients can be EXTREMELY effective (studies show). On the flipside, topical application of the wrong things can be extremely Harmful to skin & wreck the skin barrier. Not to mention the possible health implications, since there are common ingredients that are CARCINOGENIC & endocrine-disrupting. (Skin is porous. Things can be absorbed through it). Plainly: Most skin stuff/creams, serums, etc...are crap. They're all basically an overpriced package of ~90% water, plus preservatives. Even the 'natural' stuff contains hidden, harmful BS (there's a loophole where synthetic ingredients can be hidden, not listed as ingredients). Natural trends like tallow & castor oil aren't great either. They're unbalanced in terms of fatty acids, & have low anti-aging efficacy. BUT there are some natural things I came across that DO work & give INSANE RESULTS.  Some examples (topical application): • PTEROSTILBENE (found in blueberries) → ↑ elasticity +33% in 28 days, human study. • COQ10 (0.3%) → hugely reduced wrinkle depth in human trials • ASTAXANTHIN → one of the world's most powerful antioxidants. Benefits shown: less wrinkles, more elasticity + UV damage protection • BLACK SEED OIL → "The cure for everything but death." Massively inhibits collagen-degrading enzymes • WHITE TEA → even more powerful than green tea for skin. (Have you seen the crazy case study on green tea + red light? It basically erases wrinkles). If you do any type of red light/sun therapy...you need to apply green or (even better) White Tea to get max benefits. Just to name a few. So the next logical question was — how do I get these on my skin!? I looked all over & was severely disappointed.  Most skincare manufacturers haven't done the research, use the wrong things...or are just lazy. For example — have you seen the newest human studies on pterostilbene (a better-absorbed "cousin" to resveratrol)? It's insanely anti-aging, & UV protective for skin. But it's actually challenging to put this into a natural formula. Not impossible...just challenging. So a natural product with the correct amount of pterostilbene did not exist. Fed up, I eventually, I began making my own skin serum. I packed in all of the best, data-backed natural things I found during my research. Over many months of testing, tweaking and sharing it with my friends... I literally crafted the best skin serum ever. It's utterly transformed my 43-yr-old skin. To the point where people keep asking me what I'm doing. Zero synthetic BS. No water, no unnatural preservatives. Glass-bottled (because f*ck microplastics). It's actually the perfect thing to use in both the summer & winter. In extreme cold, it keeps my skin hydrated & nourished.  In summer — I LOVE basking in the sun, daily. The sun provides incredible health benefits (vitamin D, red light, mood & weight benefits) — but these benefits are Blocked via sunscreen. When getting my daily UV benefits, I apply it ~30m before. I no longer get any redness or sun spots. And it actually faded some sun spots/freckles I had previously. You cannot find anything like this in stores or online. Believe me, I've tried. So I've decided to make my skin serum available to those who want it. Not sure how long I will do this for. (But if enough people want it, I'll make sure it's available...) Check it out on my site. There, you'll also find a bunch of info + dozens of studies... (that anyone interested in learning about natural products & not looking old & raggedy before their time would get value from). Learn more ⬇️

@Outdoctrination @grok analyze and double check

Saffron for 4K vision & vibrant color perception: Review here - multiple clinical trials showing saffron at 20-50 mg improves macular degeneration, particularly: ◇ Visual acuity (more letters on that chart) ◇ Contrast sensitivity (better light perception) ◇ Better clarity Compounds in saffron exert neuroprotective / anti-angiogenic effects that support retinal health.

@AlmaCap114204 @PhotonBull @grok analyze both, answer, rate growth potential 1-10 for both and explain why.

@AlmaCap114204 @PhotonBull Where do you see bigger growth potential, $lpk or plan optik ($p4o)?

$LPK, why am I excited? You don't need to go to China to get glass mate... > Glass core substrates are the future of semiconductor packaging. Intel, Samsung, Absolics, TSMC. They're all building glass core capability for AI packaging. > $LPK sits right in the middle of it. Think ASML for glass, the enabling equipment layer every manufacturer needs. > Their LIDE technology is the dominant process for Through Glass Via fabrication, and their CEO has confirmed an exclusive, paid engagement with a "well-known" US semiconductor partner for CPO-on-glass work. I think this is $INTC. > $LPK's entire market cap today? c.€250m. > Here's a supply chain diagram showing where glass substrates fit alongside $LITE, $COHR, and the other names you know. A couple to call out: - InP / GaAs substrates: that's $AXTI - SOI Wafer: that's $SOI > Every other stage in the supply chain is already bottlenecked or bracing for demand surges.... PS. More thoughts on $LPK's solar business to follow.

@_Healthyorg @grok verify

These 4 ingredients will give you the thick sperm you had in your 20s ( Especially men 40+)

@VictorFromDE @grok what do you think about this?

“Herpes” accidentally cured. This happens frequently with chlorine dioxide. Take it for one thing and something else is cured. It also happens with anything antiparasitic in general. Look up the book “Accidental Cure” by Dr. Simon Yu. BTW, herpes is another virus hoax. It doesn’t exist.

@gorilla_rape @grok fact check and provide dominant species in black woman and chimpanzees vaginas

@HansAmato @grok true? If so - how to fix gaba?

If alcohol makes you the confidence king…then you likely have low GABA signaling. Alcohol enhances GABA signaling, which is exactly why people get “addicted” to it in the first place. It’s not necessarily because you have an addictive personality, mainly because of low GABA. Fix the low GABA and you’ll see your “need” for alcohol goes away.

@aleabitoreddit IQE has an average daily turnover of ca 25-30 mln - with all respect, this volume isn’t made by serenity followers ;)

No. This type of BS mindset needs to stop. What I do is point them out to retail first before the 100-500%+ returns. US institutions like Point72 or Apollo would have bought them out eventually. 1. $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap. While companies like Landmark were trading at $3.8B. They were also the supplier to $LITE, and photonics/epiwafer demand took off this year. 2. $SIVE went up because they had new deals with $JBL and O-Net. But they were already unknown as the laser supplier to $MRVL's CPO program when I first went long. American institutions like $AVGO would have likely just bought the company directly like what Qualcomm did with Alphawave over in the openlight side of things if I didn't bring attention to it. Then Swedish retail investors wouldn't get any of the upside. 3. $ALRIB went up because their earnings sent their P/E down to fwd 26, despite holding a duopoly in the MBE category with $VECO. This combined with new SiPH equipment, as well as $IQE + QD Laser (for quantum dot) being their customers. This was combined from raw information discovery of the decade that $MSFT Quantum was their buyer. You don't see direct hyperscaler frontier programs in quantum computing dependant on some <$1B MC company. 4. $SOI is up 208% because it has an unknown monopoly over SOI substrates for silicon photonics and CPO. This was more information synthesis combined with timing the bottom of their legacy cycle. 5. $RPI went up because of earnings and AI hardware usage. I was just the very first person to point it out. I projected 55% revenue growth compared to 14% from analysts. They did 58%. I just gave retail the chance to buy it before institutions. The stock would have gone up off of pure fundamentals without me posting my thesis because you don't do $511m in revenue off a $500m MC as a fabless company. I'm just giving retail the all the information discovery before institutions have a chance to find it and price it in. This is a completely different model than the same institutions telling you to buy index funds or stocks that already went up 1500% so you're exit liquidity.

@iamzioraa @grok what is this?

I found this in my boyfriend's bag. I'm lost😌 Please what's this?

@yoursimmo11 @grok summarize the video

Six years ago, I stacked 15+ supplements daily, trained 6 days a week at 6am, and tracked everything via my Whoop. I hit 857 ng/dL testosterone, even after beating cancer, but still felt miserable. I was the most disciplined version of myself I'd ever been. And I was getting worse. The discipline wasn't the problem. The protocol was the problem. My discipline was keeping me locked into a protocol that was destroying me. I now see this exact pattern in every man I work with. Over 40, married with kids, stressed, doing more than 99% of people... and yet, they're getting worse. This 14-minute video is about why doing less might be the hardest and most important thing you ever do (bookmark it):