Serenity (X Mirror) - Nostr Hypermedia

I think the implications of JP Morgan's disclosure of buying 5.25%+ of $SIVE is a lot greater than people think. > $135M is pennies to US institutions. They can easily acquire 25% with their capital. They're just constrained by the amount of float that's available from retail

[Source: https://x.com/aleabitoreddit/status/2063951279278391414]

Serenity (X Mirror) 2 months ago

All the outlets in China are just as confused as I am about 300376. Just an FYI, these are all follower recommended stock ideas, not mine. I’m just compiling all the shoutouts into a list of 30+ names related/adjacent to 800v DC exposure.

[Source: https://x.com/aleabitoreddit/status/2063933976012861533]

Serenity (X Mirror) 2 months ago

Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of Sivers. Just in the last month alone. First major signal of major institutional buying of the float for Sivers.

[Source: https://x.com/aleabitoreddit/status/2063886704306802891]

Serenity (X Mirror) 2 months ago

Surprised $SIVE is only up 3.36% off the news JP Morgan (institutional) bought 5%+ ownership of the company in 1 month alone. And is likely hoarding the rest of the float before the incoming CPO Supercycle. When Point72 disclosed ownership of IQE, was fun times.

[Source: https://x.com/aleabitoreddit/status/2063886458457632883]

Serenity (X Mirror) 2 months ago

???? 大家都知道这只是个众包名单吧？ 300376怎么涨了20%啊哈哈

[Source: https://x.com/aleabitoreddit/status/2063876472419533110]

Serenity (X Mirror) 2 months ago

Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3. Lite-On (2301) - $16.03B 4. 6504.T - $14.1B 5. $VICR - $12.8B 6. $LFUS - $11.57B 7.

漫蛙漫画-自由绘画平台-在线阅读漫画网

漫蛙漫画集自由绘画与漫画在线阅读于一体，提供创作入门、工具术语与阅读模式说明，帮助用户在电脑与手机...

- $8.34B 8. $VSH - $7.86B 9. $ENPH - $7.36B [Source: https://x.com/aleabitoreddit/status/2063869376542192013]

Serenity (X Mirror) 2 months ago

I do think LeaderDrive (688017) is China's standout component leader in the robotics sector. I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but LeaderDrive is extremely unique. Compared to others doing lower margin assembly, or lower value

[Source: https://x.com/aleabitoreddit/status/2063851425462173726]

Serenity (X Mirror) 2 months ago

I appreciate the objective coverage from 中国证券报 (China Securities Journal) on my LeaderDrive (688017) analysis! On the article: “A single tweet ignites the leading robotics stock, who exactly is the "White-Haired God of Stocks" Serenity?” Supply chains are global, and my

[Source: https://x.com/aleabitoreddit/status/2063798063035228188]

Serenity (X Mirror) 2 months ago

哇？我的粉丝数竟然突破70万了……而且在过去的短短3天里，我又额外收获了5000名订阅者。真的非常感谢大家。尤其要特别感谢最近给予我巨大支持的中文社区！

[Source: https://x.com/aleabitoreddit/status/2063609539396862206]

Serenity (X Mirror) 2 months ago

On top: $NVDA CEO also called out Silicon Photonics (optical networking) with memory. Stating that Nvidia would require “supply volumes beyond imagination”. What a bullish read through on the SiPH supply chain from $SIVE (now upstream Nvidia ecosystem) to $SOI

[Source: https://x.com/aleabitoreddit/status/2063603368178938193]

Serenity (X Mirror) 2 months ago

Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure. With further announcements tomorrow. $MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?

[Source: https://x.com/aleabitoreddit/status/2063583856025108986]

Serenity (X Mirror) 2 months ago

Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now [Source: https://x.com/aleabitoreddit/status/2063571485739106593]

Serenity (X Mirror) 2 months ago

Well, looks like it’s time to do some research on how to profit off of Cuba’s economic collapse. Following US sanctions last month. Anyone got ideas?

[Source: https://x.com/aleabitoreddit/status/2063537442247107000]

Serenity (X Mirror) 2 months ago

I think my personal style of investing is a bit different, just some reflection: It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life experiences? If you look at $AXTI, $RPI, $SIVE, $IQE and others. Lot of it is guessing on [Source: https://x.com/aleabitoreddit/status/2063465386960736396]

Serenity (X Mirror) 2 months ago

Just very helpful timelines reiterated around glass substrate (source: Trendforce): - SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers - Samsung electromechanics h2 2027 (009150) x Sumitomo Chem (4005) - Apple / $AVGO / hyperscalers Idk about $INTC 2030

[Source: https://x.com/aleabitoreddit/status/2063442668844167613]

Serenity (X Mirror) 2 months ago

If you’re curious: $4649 for 107,894,491 (100M+) impressions! All of this is going to dog rescues, will be doing large donations later! It’s ~$600 / dog rescued, so it scales proportionally with Serenity fan count! I also believe in making all my profits off $SIVE to $AAOI

[Source: https://x.com/aleabitoreddit/status/2063235166336856251]

Serenity (X Mirror) 2 months ago

Apparently I’m all over Chinese news now? I just published some research on LeaderDrive (688017) and their role in humanoid supply chains. Looks like China’s robotics stock sector went up and 688017 hit 20% limit up? I appreciate they called me “Overseas God”.

[Source: https://x.com/aleabitoreddit/status/2063211040989733012]

Serenity (X Mirror) 2 months ago

Okay... just some more weekend shower thoughts about $XFAB. I still feel like it could be the next $TSEM, just early stage at a $1.4B MC? They kinda leapfrogged current gens (which $TSEM are getting volume from) to compete for H2 2027 CPO scale up inflection point ($ASX docs

[Source: https://x.com/aleabitoreddit/status/2063178421497221604]

Serenity (X Mirror) 2 months ago

How are all you regards on $RDDT down -99% after 2 red days? Is it that hard just to hold indiviudal stocks like $AAOI or $MRVL that are already high-beta? You can be right directionally, but wrong on short-term timing. One extra week or month makes a huge difference.

[Source: https://x.com/aleabitoreddit/status/2063118835105014006]

Serenity (X Mirror) 2 months ago

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]