Serenity (X Mirror) 2 months ago

Just as a recap, these were all my core European longs: 1. $SIVE 2. $LPK 3. $SOI 4. $RPI 5. $IQE 6. $ALRIB 7. $XFAB Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO. Embedded in many hyperscaler suppliers from Jabil [Source: https://x.com/aleabitoreddit/status/2066535221554733278]

Serenity (X Mirror) 2 months ago

I’ve written a thesis on these 3 themes early on: Neoclouds, Photonics, and Memory. Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS. Even got my warnings right too, $IREN is still stagnant due to the $6B of constant selling [Source: https://x.com/aleabitoreddit/status/2066521694836330618]

Serenity (X Mirror) 2 months ago

$SIVE is the next SIVE. Don’t think you’ll find another company. That’s qualified and likely primary/sole source with: - $JBL and other pluggable hyperscaler suppliers - Ayar and the $NVDA NVLink CPO ecosystems While being the foundational reference laser for $GFS and [Source: https://x.com/aleabitoreddit/status/2066498742942159288]

Serenity (X Mirror) 2 months ago

Ur welcome with $IQE [Source: https://x.com/aleabitoreddit/status/2066435132471513578]

Serenity (X Mirror) 2 months ago

Wow, $IQE and $TSEM sign a multi year InP epiwafer deal. Remember I told you all IQE was important to Western optical supply chains back at $12? $MTSI had to go out of their way to secure their supply with IQE. Now there’s another critical deal with Tower Semi. [Source: https://x.com/aleabitoreddit/status/2066421816793714938]

Serenity (X Mirror) 2 months ago

I did say Foosung (093370) was going to be a major winner from the bottleneck created by Chinese export controls on Japan… Most people chase 7.5% index returns, yet random bottlenecks spotted might be 21% in a day lol [Source: https://x.com/aleabitoreddit/status/2066404298163154976]

Serenity (X Mirror) 2 months ago

Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to

[Source: https://x.com/aleabitoreddit/status/2066360345774764496]

Serenity (X Mirror) 2 months ago

Today, there's a new report that China eased InP substrate exports. Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes) My optical positions are very happy to hear this: From $AXTI (substrates), $IQE (epiwafers) to $AAOI

[Source: https://x.com/aleabitoreddit/status/2066340661633372452]

Serenity (X Mirror) 2 months ago

$NVDA and $GOOGL lead 800V DC ahead of schedule. "Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting . - Delta Electronics (2308), $VRT - Song Chuan Precision (7788) - Schneider Electric, Eaton, Siemens. All flagged as beneficiaries. "Market [Source: https://x.com/aleabitoreddit/status/2066331049605627951]

Serenity (X Mirror) 2 months ago

This is gonna upset a lot of people: But TA is astrology for traders. It's confirmation bias + trading human psychology about entries. Kinda like how people frontran $SPCE from $SPCX IPO expecting retail to mess up tickers by trading psychology. $SIVE didn't go up 1900% [Source: https://x.com/aleabitoreddit/status/2066180704661356593]

Serenity (X Mirror) 2 months ago

Do people in Sweden have a hard time making plans for lunch a day in advance? [Source: https://x.com/aleabitoreddit/status/2065973347897557093]

Serenity (X Mirror) 2 months ago

If I had to stereotype my X experiences with markets: China 🇨🇳: set on cloning me with AI, can only think of trades in short term timeframes from A-shares PTSD. America 🇺🇸: bullish on anything futuristic like $SPCX, don’t care about valuations Europe 🇪🇺: from $SIVE to $SOI, [Source: https://x.com/aleabitoreddit/status/2065930011023204509]

Serenity (X Mirror) 2 months ago

It’s been officially 3 months since I posted my $SIVE long thesis back at 4 SEK. This idea is now up ~1900%… With many US institutions from JPM to Fidelity only recently entering positions. Probably my 2nd greatest thesis of all time after $AXTI. Did you listen anon? [Source: https://x.com/aleabitoreddit/status/2065779524248510758]

Serenity (X Mirror) 2 months ago

한국 어머니들은 원래 이렇게 사기캐인가요? 어머님이 WF6의 3차 파급 효과(third-order effect)에 따른 공급망 차질을 파악하셨다니 정말 놀랍습니다. 중국의 대(對)일본 텅스텐 수출 통제로 인해, 전구체 부족 및 원가 상승이 발생하여 글로벌 공급망의 25~35%가 타격을 입게 된다는 사실을 말이죠. [Source: https://x.com/aleabitoreddit/status/2065758024896037020]

Serenity (X Mirror) 2 months ago

Okay my fellow Koreans, it's been awhile. Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon. Basically China export controlled Japan, causing their WF₆ supply chain to go down. Meaning 25% of the world's supply required for SK Hynix, Samsung, $TSM go bye [Source: https://x.com/aleabitoreddit/status/2065736884752703865]

Serenity (X Mirror) 2 months ago

The AI supremacy Wars begins. Think a lot of the upstream supply chain bottlenecks caused by each Country export controlling each other (eg. $AXTI) Should present some interesting opportunities in the near future. That being said, Anthropic was getting distilled left and right [Source: https://x.com/aleabitoreddit/status/2065650434644304165]

Serenity (X Mirror) 2 months ago

$SPCX is now trading! And it’s now over $2.15T+ MC. [Source: https://x.com/aleabitoreddit/status/2065462946785030506]

Serenity (X Mirror) 2 months ago

All the $SNDK short sellers went extinct. Can’t believe it’s almost $2000 now? That aside feels like everyone is just waiting for the $SPCX IPO in a few hours. [Source: https://x.com/aleabitoreddit/status/2065434058474307866]

Serenity (X Mirror) 2 months ago

Price action now is probably just large US institutions positioning with $SIVE. JP Morgan went from .4% to 5.3% ownership, and are likely increasing. Fidelity Research and other active investors have now appeared on the cap table. And wouldn’t be surprised if they ended up [Source: https://x.com/aleabitoreddit/status/2065398682456052003]

Serenity (X Mirror) 2 months ago

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]