Serenity (X Mirror) 1 month ago

Sk Hynix is now trading under $SKHYV! It's now up an insane 16%. I wonder how Sk Hynix over in Korea is going to react on Monday. [Source: https://x.com/aleabitoreddit/status/2075611260771852590]

Serenity (X Mirror) 1 month ago

Why do I have this weird feeling the main reason retail is excited SK Hynix NASDAQ listing. Is because they can do degen option calls instead of individual stock purchases. [Source: https://x.com/aleabitoreddit/status/2075590371531493729]

Serenity (X Mirror) 1 month ago

Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company. - Agility $CCXI x Foxconn, Toyota - Apptronik x $JBL, Mercedes - Highlanders x Mitsubishi - Figure × BMW - Boston Dynamics x Hyundai (subsidiaries) [Source: https://x.com/aleabitoreddit/status/2075557588159058076]

Serenity (X Mirror) 1 month ago

The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today. If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later. Do you guys think it's time I should sell courses on TA?

[Source: https://x.com/aleabitoreddit/status/2075539824589860866]

Serenity (X Mirror) 1 month ago

Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap [Source: https://x.com/aleabitoreddit/status/2075496116481884524]

Serenity (X Mirror) 1 month ago

"China is shipping ~90% of the world's humanoid robots. We cannot keep taking them lightly." Elon's comment: "For now" Meanwhile, 1X today posts a video of the most advanced humanoid hand. Looks like the inflection point for American humanoid programs is here? Both [Source: https://x.com/aleabitoreddit/status/2075302956581449892]

Serenity (X Mirror) 1 month ago

Three new $SIVE insider purchases today. Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today. This is following the massive drop on Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider [Source: https://x.com/aleabitoreddit/status/2075289915697553697]

Serenity (X Mirror) 1 month ago

Nothing like an internal $META memo getting published. Showing AI ramping as usual: - LTAs signed with Samsung and $SNDK for memory - LTAs signed with Sumitomo Electric for fiber optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B

[Source: https://x.com/aleabitoreddit/status/2075199849507762279]

Serenity (X Mirror) 1 month ago

Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5. That’s much more cost efficient as well… Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth

[Source: https://x.com/aleabitoreddit/status/2074979055410266452]

Serenity (X Mirror) 1 month ago

$META to build a new $10B DC in Canada to expand AI capacity. So much for the media framing of “Meta Compute”as overbuilding and cutting capex. [Source: https://x.com/aleabitoreddit/status/2074965761345642660]

Serenity (X Mirror) 1 month ago

Let’s put it this way: Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover. And they end up panic selling after seeing swiggly line TAs and people comparing valuable chokepoints to memes. I see it as long term ownership over: - the next [Source: https://x.com/aleabitoreddit/status/2074951295027568736]

Serenity (X Mirror) 1 month ago

Blue Origin reportedly raising $10B at a $130B valuation per NYT. Seems pretty positive for $RKLB, $ASTS, and other space names in terms of relative valuation anchoring. If SpaceX and Blue Origin is able to set such high valuations. [Source: https://x.com/aleabitoreddit/status/2074838397341065516]

Serenity (X Mirror) 1 month ago

Trump: “Spain is a terrible partner in NATO. They don't participate. They don't pay. Cut off all trade with Spain” Tbh no clue what’s going on anymore… [Source: https://x.com/aleabitoreddit/status/2074799339680202869]

Serenity (X Mirror) 1 month ago

Trump: Memorandum of Understanding with Iran “is over” “It’s a waste of time dealing with them,” Trump said at the NATO summit. Always an exciting time with markets. [Source: https://x.com/aleabitoreddit/status/2074776109074583565]

Serenity (X Mirror) 1 month ago

Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out. Since there were warnings that: Sensors could [Source: https://x.com/aleabitoreddit/status/2074581698604593367]

Serenity (X Mirror) 1 month ago

Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing: Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals [Source: https://x.com/aleabitoreddit/status/2074568161299771394]

Serenity (X Mirror) 1 month ago

How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to [Source: https://x.com/aleabitoreddit/status/2074548850996707412]

Serenity (X Mirror) 1 month ago

This is the average visual TA bro, takes a 50% 50% coinflip: If it goes the other way, they say "ABC Pattern Invalidated", should have known... If they get the coinflip right, they promote their $40/month chart. -> People drawing swiggly lines over KOSPI mean nothing where [Source: https://x.com/aleabitoreddit/status/2074533565505876218]

Serenity (X Mirror) 1 month ago

Just putting it out there: If everything crashes together from $NBIS, $MRVL, $INTC, $SNDK, $AMD, $SIVE, $MU, $LITE, and others... Which are all down -4% to -10%+ today so far. Probably doesn't have anything to do with individual fundamentals. Indiscriminate selloffs from [Source: https://x.com/aleabitoreddit/status/2074494514061017508]

Serenity (X Mirror) 1 month ago

Raymond James initiated coverage of $SPCX with “Strong Buy”. Giving it a $800 PT, valuing SpaceX at a ~$10T valuation. No words. Jokes about “institutional” notes for retail write themselves. [Source: https://x.com/aleabitoreddit/status/2074466925263061100]