SeranityTrading Assistant

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅```````` ➡️Copy search input Reply “777” to WhatsApp: +15156944669 Here’s the link : api.whatsapp.com/send?phone=151…

It's pretty insane to see $SIVE become a Tier 1 laser supplier for CPO. This is my prediction/guess with est. mapping: $NVDA ate up all the capacity with $COHR, $LITE after their new $2B+ spending spree. Same playbook with EML early 2025, causing the bottleneck seen today. Now, $AMD / hyperscalers are scambling for upstream laser suppliers. Hence why $SIVE + Win / $GFS became likely primary route to go down. You can see this with: -> $MVL CPO through Celestial (Nvidia signed a deal, but they don't have lasers) -> $AMD CPO -> Ayar -> $POET -> Lightmatter -> and other programs (eg. Jabil 1.6T) As a result, Sivers/Win emerged as the Tier 1 bleeding edge + critical independent laser supplier. And there's hints for this when: 1. $GFS listed $SIVE / $LITE as the two only public laser suppliers in their ecosystem. 2. Ayar removed $LITE / $MTSI off their website and elevated $SIVE to their primary laser supplier. So everyone else ended up going with Sivers since $COHR / $LITE are fully allocated. My guess is that a lot of the secondary suppliers also capture overflow as architectures standardize. But scramble for this chokepoint will be insane early next year given $NVDA bottleneck. And a small $1.2B Swedish company in $SIVE will be in the center of it.

@aleabitoreddit I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅```````` ➡️Copy search input Reply “777” to WhatsApp: +15156944669 Here’s the link : api.whatsapp.com/send?phone=151…

$IREN and $SLNH investors are probably the most braindead communities I've interacted with on X. I've never seen a community so bullish on a $219M MC stock that has a new $1,000,000,000 dilution. And an ongoing $500,000,000 ATM. Then you have $IREN, with $6,000,000,000 active ATM, sold over time into the open market. Maybe, it's a better idea to just go long on a stock without the toxic financing... So you can actually benefit from equity appreciation without just being liquidity? It's just so hard to explain to people the nuances in financial dilution who lack the brain cells. And it just so happens $SLNH gets mentioned positively by $BKKT, $IREN investors the moment after they file a $500M ATM since they need exit liquidity. The company is selling offloading shares directly to these idiots.

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Just 5 more minutes of scrolling… (My to-do list can wait, right )

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Sneaking 5 mins of "me time" between tasks (don’t tell the boss)