JonnyLee🍃👁️

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JonnyLee🍃👁️

JonnyLee🍃👁️

@jonnylee47

Always on-chain🤍, sometimes lost in space👾🌠

Austria 加入时间 Mayıs 2022
1.4K 关注255 粉丝
0xviet
0xviet@0xvietnguyen·
we must bring back Airdrop
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Finn Stockinger
Finn Stockinger@FinnStockinger·
My Biggest Missed Opportunity Ever: $SIVE 🇸🇪 On March 14, I published an in-depth analysis of Sivers Semiconductors ($SIVE) right here. The stock was trading at 4 SEK (~$0.38). Today? It’s sitting at 87 SEK (~$8). That is a 21x gain (+2,100%) in just over two months. Absolute madness. How did this happen? How did I nail the thesis perfectly but end up with zero shares in my portfolio? Grab a coffee - this is a live lesson in market psychology. 👇 🛑 The Morning Trap I did the deep research, wrote the report, and was fully ready to pull the trigger. But I decided to sleep on it and buy with a cold head the next morning when the Stockholm market opened. The next morning, I got swallowed up by a busy workday. I finally logged into my broker account around noon, looked at the chart, and couldn't believe my eyes: the stock had surged from 4 SEK (~$0.38) to 10 SEK (~$0.95) [+150%] in just a few hours! I hopped onto X and saw the culprit immediately: Serenity had just highlighted the stock, introducing it to the masses and igniting a massive hype train. 🧠 Cold Discipline vs. FOMO I have a golden rule: ➡️when you see extreme hype and a parabolic vertical line, don't chase it. Stay disciplined. At 4 SEK (~$0.38), $SIVE was a massive asymmetrical risk/reward opportunity. At 10 SEK (~$0.95), even though I could see a fundamental path to 20 SEK (~$1.90) - I felt the most explosive chunk of the immediate move was gone. Later, I watched multiple pullbacks at 8 SEK (~$0.76), 10 SEK (~$0.95), and 20 SEK (~$1.90)... but I stayed on the sidelines. The current price of 87 SEK (~$8) feels completely wild to me. I'm not saying it doesn't reflect the long-term potential, but I will only buy this company when the current valuation aligns with real, reported financial execution. Looking back, where I probably messed up was not opening at least a small, speculative position when I saw the momentum exploding. But honestly, I just try not to invest that way. Sometimes it works out, sometimes it blows up in your face, and I prefer to stick to my process. 🤷‍♂️ Do I Feel Like a Loser? Looking at the chart in hindsight, it's easy to say I fumbled the bag. But let’s be realistic: I know myself: If I bought at 4 SEK (~$0.38), I probably would have taken profits much earlier than today. I wouldn't have sat through the entire 21x ride. The capital wasn't sitting idle: Instead of $SIVE, I rotated that cash into other names like $IQE, $ALMU, $LPKF, and $PENG, catching consecutive +100% runs on them. Sure, if I had bought $SIVE back then and held, my entire portfolio would probably be twice its current size today. But honestly? I’ll take a nearly 300% return YTD as an honest, spectacular day's work. At the end of the day, I’ll take all the mocking comments on the chin! 🫡 💡 Did Anyone Buy Because of My Post? What brings me peace is knowing that the core investment thesis was 100% spot on. Below is a recap of my original March analysis, where I detailed exactly why Sivers' Indium Phosphide (InP) technology was the missing link in 1.6T AI infrastructure. I truly hope that some of you had fewer hesitations than I did, took the opposite action, bought the stock after reading my post, and are celebrating a life-changing trade today. Let me know in the comments if anyone actually rode this wave! 👇
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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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Vikingo.hl
Vikingo.hl@VikingoDigital_·
We have the first community-listed ticker on @HyperliquidX, and I couldn’t be prouder that it was the ticker I proposed: $AVGO. I never would have imagined it. First of all, thank you to everyone who supported the $AVGO proposal. I conducted an exhaustive search for a ticker that wasn’t yet listed on Hyperliquid and that could generate attention and interest. Thank you @novadotmarkets for the project you’ve created and for allowing the community to participate in selecting tickers and sharing revenue with the community. The launch has been a complete success with good liquidity in the pair. First 24h: +1.2M VOL and +300K OI I'm really excited for the next markets that are listed too! Hyperliquid.
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Nova Markets@novadotmarkets

The Hyperliquid community has listed and launched its first market on Hyperliquid, together. $AVGO crossed >$1M in volume on its first day of listing. The market was originally proposed by @VikingoDigital_ , and the community showed its conviction by backing the asset. Now @VikingoDigital_ earns a lifetime revenue share from the market he proposed. To ensure deep liquidity on launch, the NLP vault opened with a $1M deposit cap, and was oversubscribed thanks to community demand. Depositors earn a direct share of the fees collected by the $AVGO market and every future Nova listing, and are currently earning a 7.74% APR on deposits. Take part in the next billion-dollar market, with Nova.

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Derteil
Derteil@derteil00·
Most of my points on Lighter/Var/Extended come from referrals. I had 0 HL points from refs thou. First you need to build trust and show that you can find winners. Then you need to remember that making your community rich is your number 1 priority. The richer your community gets, the more money they have to farm later on. I’ve been offered 300+ partnerships last 2 years. I declined 99% of them. I spend all days vetting protocols from the bottom to the top. Including everything like LinkedIns of the team, meeting them irl etc etc. If you are in Panda Land you haven’t farmed shitty protocols, you only invested through paying fees into the winners. I think I have already proven that I can’t be bought, I promise to continue to do so and look only for the best!
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Serenity
Serenity@aleabitoreddit·
Am I that popular? I did get a lot of dm requests to manage their capital recently. But only here to help out regular retail investors succeed on their own with ideas like $SIVE or $SOI. I feel like anything else would be a bit of a distraction.
3X Long Labubu@labubu_trader

@aleabitoreddit Every hedge fund/family offices, even sovereign funds I know… are watching your tweets everyday!

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FLB
FLB@flb_xyz·
Just released an article breaking down how @TradeVerus works TL;DR: It automatically routes your trade to the perp DEX with the cheapest all-in cost (trading fees/slippage/funding, etc). You just click trade. Can give some private beta spots to people who reply
Verus@TradeVerus

x.com/i/article/2054…

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Ann
Ann@Wilma7707·
@CryptoWallSt_ Pionex unterstützt offiziell keine Telefonnummern und Verifizierungen für bestimmte europäische Länder (darunter z. B. Österreich) so die Info aus dem deutschen Internet. 🥴 Wo lebst Du?
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Crypto Wall Street
Crypto Wall Street@CryptoWallSt_·
Ich habe seit Monaten den ersten Futures Grid Bot wieder aktiviert! 🚨 Und ja… diesmal auf hyperliquid:native Warum? • HYPE ist vom Tief bei ca. 20$ in einer fast schon parabolischen Bewegung bis kurz vors ATH gelaufen • Die großen bullischen Ziellevel wurden erreicht • Weekly & Daily sehen brutal überhitzt aus • Genau solche Phasen liebe ich für strukturierte Short-Grid Setups. Mein aktueller Bot auf Pionex: → SHORT Futures Grid Bot → Range: 33$ – 73$ → 227 Grids → 3x Short Das ist KEIN „Full-Powered-Top-Call“. Sollte HYPE das ATH sauber brechen, könnte sogar eine noch größere bullische Sequenz starten mit komplett neuen Targets. Aber genau deshalb liebe ich Gridbots in solchen Phasen: Du musst nicht das exakte Top treffen. Du arbeitest die Volatilität systematisch ab. Und nach so einem Move halte ich eine größere Korrektur zurück in die 40$ bis 30$ Region absolut für möglich. Die spannendste Frage jetzt: 👉 Wird HYPE hier zum Blow-Off-Top? oder 👉 ist das erst der Anfang der nächsten Expansionsphase? Schreibt mal eure Einschätzung rein. Bullisch oder bärisch ab ATH? 👀 Und falls Interesse besteht, kann ich die nächsten Tage auch mehr zu meinen Gridbot-Strategien posten. Plane ohnehin bald wieder neue BTC-Gridbots aufzusetzen, sobald die Zeit reif ist. Keine Anlageberatung.
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Serenity
Serenity@aleabitoreddit·
$BOT is the biggest red flag. NAV is $7.34/share. The stock is now trading at $37.92. You are basically buying Figure at $200B+ while it’s valued at $39B. Buying the company is just trading pyramid float dynamics off other retail. Not the appreciation or underlying fundamentals. To make matters worse: There’s $2B dilution as valuation arbitrage as you all get diluted to oblivion. I got a lot of fund managers dming influencers like myself about it but in reality: Retail just looks like exit liquidity.
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Mercury
Mercury@TraderMercury·
taking profit blueprint + gauging trade quality: live examples on $BTC & $GOOGL hope you enjoy. much love🖤
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Serenity
Serenity@aleabitoreddit·
Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.
Serenity@aleabitoreddit

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?

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JonnyLee🍃👁️ 已转推
Verus
Verus@TradeVerus·
Nobody wants to admit it but perps are broken Fragmented liquidity, fee structures, and varying funding rates lead to an unnecessary level of complexity Verus solves this We are bringing TradFi's best execution mandate on-chain Follow & reply to this tweet for early access
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FLB
FLB@flb_xyz·
I have traded perps for years and often faced high trading fees, large slippage, or exorbitant funding rates I remember paying $2,000 in funding on a single S&P500 trade. A few months ago I decided that I wanted to change this. Thus, I co-founded @TradeVerus, an all-in-one trading platform that aims to bring TradFi's mandate of best execution to perps You will no longer have to worry about whether you are getting the best price on Hyperliquid or Lighter or elsewhere, simply enter your desired trade and we handle the rest The private beta is already in production and being tested, happy to give access to a few people who read this tweet P.S. Now that we have teased the announcement I want to work harder on building this in public, iterating completely around the users' demand for changes/updates in the way that Verus functions This is a product for the traders out there <3 P.P.S. Best execution is only the beginning, we already have lots of other ideas planned and additional features we are planning to implement on Verus but I can't give away too much yet
Verus@TradeVerus

Nobody wants to admit it but perps are broken Fragmented liquidity, fee structures, and varying funding rates lead to an unnecessary level of complexity Verus solves this We are bringing TradFi's best execution mandate on-chain Follow & reply to this tweet for early access

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21shares US
21shares US@21shares_us·
11 employees¹ $900+ million in profit¹ $35B valuation² That’s @HyperliquidX. Now in ETF form on @NasdaqExchange for the first time. Introducing the 21shares Hyperliquid ETF: - physically-backed by $HYPE - staking enabled - 0.30% management fee - pricing backed by @FTSERussell 👀Spot the hype. 🛒Own the HYPE. ⛏️Stake the HYPE. Available through your bank or broker.
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Tobias Reisner
Tobias Reisner@reisnertobias·
Imagine caring about fees in 2026 😂 There are literally 0 fee perp DEXes like @Lighter_xyz. In the end it's about the Liquidity and quality of flows. No one can compete with HL on that front so they try to get attention talking about fees.
fabiano.sol@FabianoSolana

I just found out that Phoenix is up to 6x cheaper than Hyperliquid Taker Fees: - Phoenix Trade: 0.035% - Hyperliquid: 0.09% Maker Fees: - Phoenix Trade: 0.005% - Hyperliquid: 0.03% Solana got perps

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Mercury
Mercury@TraderMercury·
if you missed the bullmarket in crypto, you could've caught the initial rally in AI stocks if you missed AI, there was a bullrun on Gold if you missed Gold, there was a catchup trade on Silver if you missed Silver, Oil pulled a crazy move if you missed Oil, there was always time to get in on semis there is always another trade. when you operate in a disciplined manner which reflects that understanding, you find yourself getting "lucky" more frequently.
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