Serenity (X Mirror) 2 months ago

Trump administration is prob realizing now that the key to winning Trade Wars: Is through frontier supply chains like Quantum, AI, Robotics. Not cheap Nike sock exports. With $ASML, $TOWA, $LPK, Ajinomoto, over in Japan, EU, TW, Korea, and others holding all the cards… [Source: https://x.com/aleabitoreddit/status/2068537478131118438]

Serenity (X Mirror) 2 months ago

I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company [Source: https://x.com/aleabitoreddit/status/2068301039946887269]

Serenity (X Mirror) 2 months ago

I’m just posting this since people seem really curious about X’s revenue sharing program. Genuinely didn’t expect to get seen 100M+ times every 2 weeks! Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with.

[Source: https://x.com/aleabitoreddit/status/2068269343033655490]

Serenity (X Mirror) 2 months ago

In terms of personal notes: 1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co. 2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + [Source: https://x.com/aleabitoreddit/status/2068180134667182470]

Serenity (X Mirror) 2 months ago

Wow, I completely missed this with $LPK meeting notes. And I think markets did too. My biggest takeaway: - NASDAQ listing is actively on their radar and are in discussions. - 70% market share targeted, unholy target. - TAM greatly exceeds former projections. - See a 4-5 base [Source: https://x.com/aleabitoreddit/status/2067958378488623499]

Serenity (X Mirror) 2 months ago

Wow, I completely missed this with $LPK meeting notes. And I think markets did too. My biggest takeaway: - NASDAQ listing is actively on their radar and are in discussions. - 70% market share targeted (glass substrates), holy. - TAM greatly exceeds former projections. - See a [Source: https://x.com/aleabitoreddit/status/2067958234917576947]

Serenity (X Mirror) 2 months ago

Remind me whenever I call out a bottleneck, I should go long myself. Just floated this idea out around MLCC bottlenecks awhile back. Taiyo Yuden up 211.38% $VSH up 146.15% Murata up 155.43% Within the last 2 months... Feels bad.

[Source: https://x.com/aleabitoreddit/status/2067954339982008731]

Serenity (X Mirror) 2 months ago

I think something to highlight also is not all my ideas are green, especially on short term timeframes! My core three themes are Neoclouds (Energy), Memory, and Photonics. And I'm glad I chose the literal top performers for each segment from $NBIS to $EWY leaps to $SIVE. [Source: https://x.com/aleabitoreddit/status/2067945397923037693]

Serenity (X Mirror) 2 months ago

Bernstein is basically the institutional version of Jim Cramer: Tells retail Kioxia looks like it’s going to crash, gives a -50% PT. Bunch of retail sells. Stock proceeds to skyrocket right after, with another +12% today. [Source: https://x.com/aleabitoreddit/status/2067896191338311750]

Serenity (X Mirror) 2 months ago

Just a random thought, maybe someone can do a startup to solve this: Interesting trend I’m seeing is human-recognized content farm spam sites like “Ad Hoc News”. Flooding tens of old/repeated misleading AI news every day on specific companies for views. But it’s treated highly [Source: https://x.com/aleabitoreddit/status/2067823653883113578]

Serenity (X Mirror) 2 months ago

How does China manage to smuggle in something the size of a school bus from $ASML? Is the real question. [Source: https://x.com/aleabitoreddit/status/2067795114211340290]

Serenity (X Mirror) 2 months ago

Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth? Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square. Have exposure to the ones above, just wanted to research more opportunities. Seems to be getting noticed recently [Source: https://x.com/aleabitoreddit/status/2067658240612262198]

Serenity (X Mirror) 2 months ago

Trump announced Intel + Apple partnership, sending $INTC up 8% today. Intel execs were reportedly surprised by the $AAPL announcement by Donald Trump. TBH, the President should lead Intel's marketing team at this point. Feel's like he's hard carrying the stock. [Source: https://x.com/aleabitoreddit/status/2067624913834549685]

Serenity (X Mirror) 2 months ago

Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on [Source: https://x.com/aleabitoreddit/status/2067621883525394768]

Serenity (X Mirror) 2 months ago

I think Jim Cramer’s law needs to be studied in history books. Even $SPCX can’t withstand his blessing. [Source: https://x.com/aleabitoreddit/status/2067604528959238272]

Serenity (X Mirror) 2 months ago

非常感谢中文社区对我最看好股票的投资思路进行的深度剖析！ 总的来说，像 $AAOI 和 $SIVE 这样的激光公司是我个人的最爱，因为它们在拓展营收方面有着极大的想象空间。它们可以不仅仅局限于销售激光器，还能制造完整的光模块 以及各种光引擎或 ELS (外部光源) 组件。 又或者像 $COHR [Source: https://x.com/aleabitoreddit/status/2067542382523122001]

Serenity (X Mirror) 2 months ago

$ALRIB general meeting notes came out today. -2nd ROSIE System expected to be delivered shortly to a leading quantum computing player” in the US. - They’re also intensifying BD for their products used for BTO/STO on photonics and recorded strong interest. Just for background,

[Source: https://x.com/aleabitoreddit/status/2067513458812473533]

Serenity (X Mirror) 2 months ago

The 1st large scale X study on stock market net worth has finished! From the 6000+ responses of those active on X finance, here's the results: 5.8% - $10M+ 15% - $1m - $10M 35.9% - $100k - $1M 43.3% - under $100k This is probably more representative of active followers. [Source: https://x.com/aleabitoreddit/status/2067429702319673542]

Serenity (X Mirror) 2 months ago

I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company… Which is worth $4.42B pre-tax. Just sell 1/4th or something? And you get an extra ~$1.1B

[Source: https://x.com/aleabitoreddit/status/2067412467404398942]

Serenity (X Mirror) 2 months ago

Jim Cramer gave $SPCX his blessing. [Source: https://x.com/aleabitoreddit/status/2067272647545930045]