Serenity (X Mirror) 2 months ago

Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4

[Source: https://x.com/aleabitoreddit/status/2064660831405805648]

Serenity (X Mirror) 2 months ago

Yep, Blackrock has now entered $SIVE positions as passive owners following index listing. Fidelity Research has shown up as starting direct positions of Sivers too. Remember when JP Morgan showed up last month with small positions… Then bought ~5.25% of the company? This [Source: https://x.com/aleabitoreddit/status/2064608597343125931]

Serenity (X Mirror) 2 months ago

If you want a TLDR of today: > be $NVDA, $5T company. Force shift to 800V DC and CPO > analyst: I don’t think u can do it in time! > market: “I don’t trust Nvidia, time to sell everything” > Nvidia and Lumentum executives after: Bullish on CPO, timelines accelerating. ??? [Source: https://x.com/aleabitoreddit/status/2064576200211861981]

Serenity (X Mirror) 2 months ago

$LITE Management Speech from Mizuho Technology at today’s conference. The company expects to start shipping CPO scale up optical products in the second half of 2027. With formal ramp up in 2028. No delays, as this aligns with previous timelines shared. So today, we also got

[Source: https://x.com/aleabitoreddit/status/2064565558432190724]

Serenity (X Mirror) 2 months ago

$LITE Management Speech from Mizuho Technology at today’s conference. “For the first time, they systemically outlined the roadmap” for the next 3-5 years. - “The company expects to start shipping scale up optical products in the second half of 2027 with formal ramp up in 2028” [Source: https://x.com/aleabitoreddit/status/2064561790378475752]

Serenity (X Mirror) 2 months ago

$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as [Source: https://x.com/aleabitoreddit/status/2064554061253451815]

Serenity (X Mirror) 2 months ago

CPO scale out earlier than expected: > Foxconn: est. units register upward and optical switches shipped early to $NVDA CPO scale up timelines from $LITE Mizuho Technology Conference today: “The company expects to start shipping Scale-Up optical products in the second half of

[Source: https://x.com/aleabitoreddit/status/2064521404859719681]

Serenity (X Mirror) 2 months ago

I don’t quite think photonics from $AAOI to $LITE or $SIVE are disappearing anytime soon… Just extremely volatile. Anyway, curious what other people are buying today?

[Source: https://x.com/aleabitoreddit/status/2064361170270933269]

Serenity (X Mirror) 2 months ago

$EWY 32% IV into 58% IV expansion trade. Into underlying SK Hynix / Samsung increase way ITM. Was such a goated call? (~383% return) Had way too many great ideas this year… Still super proud of predicting South Korea index volatility increase due to memory concentration

[Source: https://x.com/aleabitoreddit/status/2064345296226890026]

Serenity (X Mirror) 2 months ago

Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Furukawa Electric - $CLS - $NBIS - $NOK - $AMKR - $LITE - $COHR Off the top of my head. So basically, AI exposure trading in the $10-100B range. Likely have compelling ROI right [Source: https://x.com/aleabitoreddit/status/2064314680521507114]

Serenity (X Mirror) 2 months ago

Given my recent popularity, might be a good time to put out a PSA. Early followers have known this from the start: 1. I don't do any paid promotions, paid marketing, or accept outside gifts. But I appreciate all the recent outreach from companies! If you see or engage with [Source: https://x.com/aleabitoreddit/status/2064265545529307560]

Serenity (X Mirror) 2 months ago

A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Space applications (allspace). This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication. The bigger implication is not the contract size: But that Sivers [Source: https://x.com/aleabitoreddit/status/2064246556690469123]

Serenity (X Mirror) 2 months ago

Just a random thought: $JBL seems highkey compelling long idea at $38B. Don’t really think markets have priced in their 1.6T LRO pluggable transceiver business yet. Especially if it’s “how much can you make” with $SIVE as the bottleneck H1 2027. Not really is there enough [Source: https://x.com/aleabitoreddit/status/2064237083510952402]

Serenity (X Mirror) 2 months ago

I do see a lot of comments about "harvesting the leeks". And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds. I think my only Chinese listed pick was Innolight last year, and that's up triple digits to ATH? [Source: https://x.com/aleabitoreddit/status/2064221488878846124]

Serenity (X Mirror) 2 months ago

我怎么有种奇怪的感觉… 我的中国粉丝是不是都在等我喊新票啊 lol？ 我看好的标的（比如 688017 绿的谐波）通常都是做长线，可不是只拿几天就走！ 不过，这周我确实会再去挖几个新机会研究一下。 [Source: https://x.com/aleabitoreddit/status/2064165319829250536]

Serenity (X Mirror) 2 months ago

Can someone tell me what caused $INHD to go up 3660.95%? [Source: https://x.com/aleabitoreddit/status/2064156945150595504]

Serenity (X Mirror) 2 months ago

Nah, Jim Cramer is like the 4th Newton’s Law. Inverse Cramer just written into the laws of the universe. I’ve been bullish on $RDDT since $140. But Cramer was telling everyone to buy Reddit the entire time since Feb. So it’s been flat.

[Source: https://x.com/aleabitoreddit/status/2064150385749815384]

Serenity (X Mirror) 2 months ago

For people out there citing Bank of America quotes now about selling. Just remember: They said $EWY/ KOSPI (SK Hynix/Samsung) was an extreme bubble back in March. And blamed retail for the cause, then implied they should sell Korean memory equities: comparing it to the 2008

[Source: https://x.com/aleabitoreddit/status/2064141751649284379]

Serenity (X Mirror) 2 months ago

Still think this US list from $MRVL to $ARM to $INTC was goated. Just as a recap if new followers were wondering what US equities I like. Especially because I've been talking about international companies recently.

[Source: https://x.com/aleabitoreddit/status/2063984786918854663]

Serenity (X Mirror) 2 months ago

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]