真是让我受宠若惊，围绕着我的 X（推特）帖子居然建立起了一个完整的微型经济圈？
-> 追踪我做多股票的网站
-> Github 项目
-> 新闻媒体
-> 用 AI 直接搬运我内容的 X 大 V (网红)
-> 迷因币/土狗币（我不支持，但你们开心就好）
-> 帖子倒卖者
[Source: https://x.com/aleabitoreddit/status/2063077375315996948]
Serenity (X Mirror)
npub1stal...n7sy
Mirror of @aleabitoreddit on X (https://x.com/aleabitoreddit). This is a copy - not the original account.
Original bio: I only use X, beware of impersonators. AI/Semi Supply Chain Analyst. ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
Sigh.
I keep telling retail + Swedish Hedge Funds how important $SIVE is to CPO, but people don’t listen.
Enough retail holders got shaken off, and
now JP Morgan managed to buy up a massive stake in Sivers (purely institutional).
JP Morgan went from .4% ownership last month
[Source: https://x.com/aleabitoreddit/status/2063048067432239598]
Fun times with market corrections.
Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.
Funny to see media always trying to explain like:
"Micron suffers record wipeout as Broadcom casts a shadow over chip stocks "
Broadcom projected
[Source: https://x.com/aleabitoreddit/status/2062927167936504133]
Xintec (3374) also looks like an interesting idea (TSMC packaging/test subsidary).
MC is at ~ $2.18B.
$TSM COUPE mass production starts this half, H2 2026. and... they have plans for "Aggressively pursuing CPO opportunities with subsidiaries Xintec".
This is just very
[Source: https://x.com/aleabitoreddit/status/2062916125235831046]
[Source: https://x.com/aleabitoreddit/status/2062916125235831046]
$SIVE is my favorite CPO / photonics stock after AAOI.
Partly because it's Swedish and you have entertainment from comedians over there.
Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air.
To said $SIVE CPO applications are imaginary.
[Source: https://x.com/aleabitoreddit/status/2062903639300309302]
[Source: https://x.com/aleabitoreddit/status/2062903639300309302]
Apparently my Chinese name is “白毛股神”
Which translates to “White Hair Stock God” in English.
I’ll gladly accept it.
[Source: https://x.com/aleabitoreddit/status/2062861381536461203]
[Source: https://x.com/aleabitoreddit/status/2062861381536461203]
$RPI: $283 -> $983, up 247% from my thesis post.
Quote: Strong AI-related demand was expected to result in core profit "significantly ahead" of market expectations.
Turns out European Media’s favorite “memestock” with “no fundamentals” back in Feb.
Was actually was backed by
[Source: https://x.com/aleabitoreddit/status/2062824314655982037]
专门写给我的中文读者：
绿的谐波（LeaderDrive，688017，577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。
他们的业务涵盖：
谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）
人形机器人旋转关节减速器
直线执行器
电机/关节，以及许多其他核心零部件。
[Source: https://x.com/aleabitoreddit/status/2062723902728802341]
专门写给我的中文读者：
绿的谐波（LeaderDrive，688017，市值8.2亿美元 / 577.3亿人民币）是我在布局人形机器人赛道时最青睐的中国上市标的。
他们的业务涵盖：
谐波减速器（据称占有超过60%的国内市场份额，以及1800多家全球客户）
人形机器人旋转关节减速器
直线执行器
[Source: https://x.com/aleabitoreddit/status/2062723471847858638]
$AAOI is one of the names I keep averaging up on since $28.
Just from random shower thoughts… I feel like it’s just imminent to double or triple if they execute?
There’s just too much demand for 800g/1.6T optical transceivers…
Then this company is targeting the largest
[Source: https://x.com/aleabitoreddit/status/2062697638500462639]
[Source: https://x.com/aleabitoreddit/status/2062697638500462639]
Anthropic: “Urges Global Pause in AI Development”
Translation: “please let us take the lead, stop building!”
Regardless, statements like this encourage every Country to start investing in AI.
Implications are profound from fields of medicine, math, and basically everything.
[Source: https://x.com/aleabitoreddit/status/2062686651940483414]
[Source: https://x.com/aleabitoreddit/status/2062686651940483414]
$RDDT was driving me insane.
> massive earnings beat
> just printing FCF since they’re too profitable
> 69% Y/Y revenue growth.
> biggest moat against AI vibe coding from network effect
> 91.5% gross margin.
Was just flat for months. Glad to see it getting more attention.
[Source: https://x.com/aleabitoreddit/status/2062552171502330188]
[Source: https://x.com/aleabitoreddit/status/2062552171502330188]
Found this news funny about a new Swedish Hedge fund:
Origo’s fund has lost substantial money shorting $SIVE.
“The loss is one of the biggest this year"
Many of these Swedish hedge funds are now heavily underwater.
Just as an accidental byproduct of $SIVE being a core part of
[Source: https://x.com/aleabitoreddit/status/2062520852537917649]
[Source: https://x.com/aleabitoreddit/status/2062520852537917649]
This timeline keeps getting more and more unreal…
$NVDA Jensen Huang to meet Faker (League of Legends)
I did talk with Jensen few years back about PUBG and GPU shortages for mining.
And he was enthusiastic about ideas for cross-platform gaming + getting enough allocation to
[Source: https://x.com/aleabitoreddit/status/2062465797558292937]
[Source: https://x.com/aleabitoreddit/status/2062465797558292937]
LOL. I’m honestly laughing there’s new media articles for each one of my X posts.
I appreciate any objective coverage though since it helps combat a lot of the disinformation online.
Am I that popular now?
[Source: https://x.com/aleabitoreddit/status/2062452880980975633]
$SIVE looks like both a chokepoint and a bottleneck for CPO next year.
Keep seeing information published from nontechnical people who miss any nuances.
Here’s the reason why:
1. CW lasers are bottlenecked signaled by $LITE earnings.
Laser fabs are heavily allocated to EML
[Source: https://x.com/aleabitoreddit/status/2062433114933334487]
I now am the #1 most subscribed to account on the entire X platform!
After overtaking Elon Musk today.
Thank you everyone for helping me achieve my goal.
[Source: https://x.com/aleabitoreddit/status/2062390116820365350]
Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers $GOOGL / $META / MSFT / $AMZN from 2025 to 2030.
Revised up from $4.5T from Q1 earnings.
[Source: https://x.com/aleabitoreddit/status/2062378784855368077]
[Source: https://x.com/aleabitoreddit/status/2062378784855368077]
Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co.
So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills…
To ban any form of innovation or competition against banks, with
[Source: https://x.com/aleabitoreddit/status/2062353660928278820]
Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remember $NVDA Jensen comments about $MRVL $1T company around networking/connectivity/interconnects?
-
[Source: https://x.com/aleabitoreddit/status/2062322546809381094]