Serenity (X Mirror) - Nostr Hypermedia

Bro I still can't believe Japan's WF6 supply chain got shut down from China export controls. Which affects $TSM, Samsung, and SK Hynix. Are we really playing global supply chain warfare and game theory over AI supremacy? Japan probably has the most amount of obscure

[Source: https://x.com/aleabitoreddit/status/2065351180314955924]

Serenity (X Mirror) 2 months ago

VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints

[Source: https://x.com/aleabitoreddit/status/2065333919252418913]

Serenity (X Mirror) 2 months ago

Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more

[Source: https://x.com/aleabitoreddit/status/2065289672356745561]

Serenity (X Mirror) 2 months ago

Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100! Fun to see both Astera, Rocketlab and Weebius grow up from being small companies… Into the largest ones on Nasdaq

[Source: https://x.com/aleabitoreddit/status/2065262802328293497]

Serenity (X Mirror) 2 months ago

Just in case you’re wondering why indexes + individual names like $SNDK to $MRVL to $LITE are green now. Trump just cancelled attacks on Iran. This market is so volatile…

[Source: https://x.com/aleabitoreddit/status/2065136761077158061]

Serenity (X Mirror) 2 months ago

New Anthropic news looks like a potential tailwind for the Neocloud colo sector. Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet). As Anthropic is pursuing its first DC leases. "The AI company has signed more than a dozen letters of intent with U.S. developers"

[Source: https://x.com/aleabitoreddit/status/2065130589204992048]

Serenity (X Mirror) 2 months ago

If you haven’t noticed too with my other investment themes with 800V DC and CPO recently. It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains. Many things feel technologically difficult with yields to substrate supply. People can [Source: https://x.com/aleabitoreddit/status/2065114293767741950]

Serenity (X Mirror) 2 months ago

Markets should be cheering on domestic champions like $AAOI. Since it's ideal to support critical AI infra from laser fab to production in the US, rather than being a bear. Feels like everyone just outsources transceivers to Asia like Malaysia or Thailand... With $INTC, $IQE, [Source: https://x.com/aleabitoreddit/status/2065105141238489398]

Serenity (X Mirror) 2 months ago

At this point I can't tell anymore if markets from $META to $MSFT are correcting because of macro. Or just liquidity pull from $SPCX + index inclusion. And institutions frontrunning Nasdaq 100 and other rebalancing of SpaceX... Anyone know?

[Source: https://x.com/aleabitoreddit/status/2065088136884220158]

Serenity (X Mirror) 2 months ago

Woah, Frankfurt Bank strategists say: 8% of US current-account deficit could be refinanced in a single day by overseas demand for SpaceX ( $SPCX ) shares. Excited to see how markets react around a Mega-IPO... Don't think there's been any historical precedence like this yet?

[Source: https://x.com/aleabitoreddit/status/2065073494220849660]

Serenity (X Mirror) 2 months ago

There was interesting research published called "Democratization of Retail Trading". That did a study on 1.6 Million $RDDT WSB comments. and found: 1. "WSB outperformed almost all investment banks at detecting top-performing stocks." 2. "Their average returns compete with

[Source: https://x.com/aleabitoreddit/status/2065021329275855277]

Serenity (X Mirror) 2 months ago

Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it + $NVDA evaluations. It takes time... Like October 2026, should finish up development. Then 2027 production scaled into 2028 (mass

[Source: https://x.com/aleabitoreddit/status/2065009883133644963]

Serenity (X Mirror) 2 months ago

Just thought this was interesting: $LPK is an unknown SpaceX supplier. You can find it in SpaceX US import logs. It's fun information discovery ahead of Space'x IPO this week. Though, not sure what the exact contract entails. Disclosure: I have positions in LPK, NFA, credit

[Source: https://x.com/aleabitoreddit/status/2064992691902140603]

Serenity (X Mirror) 2 months ago

I like $SIVE [Source: https://x.com/aleabitoreddit/status/2064983882802565169]

Serenity (X Mirror) 2 months ago

Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout. Who could have guessed $AXTI would have been a major point of failure?

[Source: https://x.com/aleabitoreddit/status/2064942505553170886]

Serenity (X Mirror) 2 months ago

这周我自己的投资组合表现令人失望。目前今年迄今（YTD）仅上涨了 +3,612.10%。我在获利时会分享，但我也同样会经历大幅回撤！比如像 Foci/Shunsin $SOI, $AAOI 以及其他 CPO 相关标的。如果 Alpha 足够强，不管宏观大环境如何，这些股票都应该继续涨才对…

[Source: https://x.com/aleabitoreddit/status/2064910057767309551]

Serenity (X Mirror) 2 months ago

Basically this… and it’s how cycles work. Retail was early and completely frontran institutions on next architectural shifts. There was close to 0 US institutional ownership on $SIVE. And now you see active institutions like JP Morgan, Fidelity Research, and others on the cap [Source: https://x.com/aleabitoreddit/status/2064884912667439129]

Serenity (X Mirror) 2 months ago

Just in case you weren’t aware… The broader index is down a significant -3-4%. Stocks don’t move in a straight lineup unless you’re $SNDK. And are largely affected by wider selloffs. Curious what my follower portfolios look like you’re green this week + long only?

[Source: https://x.com/aleabitoreddit/status/2064741308460351493]

Serenity (X Mirror) 2 months ago

Glad optical players from $LITE to $AAOI and $SIVE are slightly recovering as they should. The initial selloff was just stupid.

[Source: https://x.com/aleabitoreddit/status/2064705380933074945]

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]