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This page shows newest exported posts, including ordinary real-time arrivals. Curated high-signal posts are separate from latest stream.

thesis_update high bullish2026-05-26

Memory demand looks structural with AI, making MU the next NVDA. Hitting $1T marketcap confirms thesis.

Tickers: MU

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noise low none2026-05-26

@blackwalletfr Goated image

Tickers: none

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noise low none2026-05-26

This timeline of getting banned on $RDDT WSB for posting about $AXTI. That stock going up thousands of percent. Then becoming the #1 most subscribed to person on X feels kinda like a Naruto redemption arc to become hokage. Only 12k more to go. https://t.co/J8DNEbYXpl

Tickers: AXTI · RDDT

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noise low none2026-05-26

YTD: 4502.45%. https://t.co/rF2ACQDu8w

Tickers: none

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noise low none2026-05-26

Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management. And $TSLA design out risk made me cut concentration. But 3x regardless not too shabby. https://t.co/ksB8ZrnnEg

Tickers: VPG · TSLA

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noise low none2026-05-26

Vague mention of control transfer with no supporting evidence or analysis.

Tickers: SIVE

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reply_context low none2026-05-26

User did not own WOLF, considered financials toxic at $15.

Tickers: WOLF

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noise low none2026-05-26

How did my $NVTS position double already lol? That aside, I did see a very compelling long out of the list of crowdsourced recs earlier for 800 vdc. Doing more research now! https://t.co/Su65NuYjLW

Tickers: NVTS

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noise low none2026-05-26

@PhotonBull They hinted new optical transceiver customers in their 2025 annual report. Any new hints of hyperscaler suppliers always helps. Aside from that only thing is future volume ramp/m&a downstream/nasdaq in the transcript.

Tickers: none

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thesis_update medium bullish2026-05-26

SIVE benefits from JBL's expansion into pluggable optical transceivers and CPO partnerships, helping bridge valuation gap.

Tickers: SIVE · JBL · POET

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new_thesis high bullish2026-05-26

$SIVE is a compelling CPO exposure stock at $2.3B market cap, significantly undervalued compared to peers like AAOI, Furukawa, MTSI, Sumitomo, COHR, and LITE (all tens of billions).

Tickers: SIVE

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noise low none2026-05-26

@ideos2652922 北海道の同じような場所だけど、ホテルが違うだけだよ! https://t.co/k2i7w4syGM

Tickers: none

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noise low none2026-05-26

リサーチの90%はお風呂の中でやってるから、「シャワーソート(シャワー中のひらめき)」って言ってるんだよね。 日本でのハーモニック・ドライブ(6324)のリサーチは順調に進んでるよ。 結論として、温泉と大トロは10点満点中10点だね。 https://t.co/eSce82erlP

Tickers: 6324

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noise low none2026-05-26

@m1iles Congrats on SK Hynix returns. Everyone was trying to bear post memory as a “bubble” but kinda feels like institutional effort for more liquidity in hindsight. Since we already kinda estimated operating profit projections.

Tickers: none

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noise low none2026-05-26

$EWY calls are now up 300%+, over 4x return if you listened anon? Not only did IV increase and hold their implied volatility of the South Korean market. Underlying memory longs in SK Hynix and Samsung keep printing. During that time, all your influencers kept bear posting “Oil + LNG” fears as well as “Kospi bubble” chants.

Tickers: EWY

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new_thesis medium bullish2026-05-26

Multiple Taiwan CPO exposure longs with specific catalysts: Win Semi as potential laser scaling bottleneck, Shunsin gaining momentum, Foci and MSSCorp expected to attract attention post-Computex/Nvidia, Nextronics poised for 3x after disposition.

Tickers: 3105 · 6451 · 3363 · 6830 · 8147

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noise low none2026-05-26

确实如此!如果你不能将整个光通信产业链脱口而出,从上游的InP(磷化铟)衬底, 路向下游直到光模块成品制造商… 那说明你读我写的东西还不够多。 不过,很高兴看到我关于 $SOI 或 $AAOI 的许多观点,能帮助大家建立起属于自己的投资信念与逻辑。

Tickers: SOI · AAOI

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new_thesis medium bullish2026-05-26

SIVE is a compelling Western CPO related name under $2.7B MC, compared to other names under $14B MC.

Tickers: SIVE

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noise low none2026-05-25

@chandra2685 My conclusion is Japan has good onsens and shrimp/otoro https://t.co/dCRzTHA8fH

Tickers: none

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noise low none2026-05-25

@itsadnyc No? Why do people keep asking this question. Especially if Blackrock/Vanguard/MSCI/NASDAQ indexes literally buying $60M+ of the float the week after? On earnings, only thing markets care about is mass production/M&A/nasdaq hints, which is just confirmation of what X has mapped out.

Tickers: none

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new_thesis high bullish2026-05-25

Sivers Semiconductors is a primary/sole laser supplier for Jabil's 1.6T LRO and Ayar Labs' volume ramp, with mass production in 3-10 months, positioning for significant revenue growth.

Tickers: SIVE

Pro review: Conviction lowered to medium as sole source status is inferred rather than confirmed; thesis is plausible but not yet certain. Action signal remains bullish based on supply chain mapping. Wiki priority 2 for useful evidence and catalysts.

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noise low none2026-05-25

What’s with the influx of art history college grads in media: Coming in with 100% certainty: With their opinion of CW laser nuances and valuation analysis on InP substrate/crucible processing moats? Background genuinely don’t matter if you know your stuff. But if you don’t, sometimes you get curious? It’s funny to see their confidence scaling proportionally to what liquidity institutions need.

Tickers: none

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noise low none2026-05-25

@D_Atkin I don’t support SpaceX’s $1.75t valuation if Elon only wants to colonize mars. If he says he’s building the Death Star, I will consider full porting to support that mission.

Tickers: none

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noise low none2026-05-25

Post makes a humorous comparison between certain stocks and Star Wars concepts, lacking investment thesis or evidence.

Tickers: RKLB · SPCX · PL · LASR · SIVE · TSLA

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reply_context low none2026-05-25

Discussion about institutional ownership shift in an unspecified stock.

Tickers: none

Pro review: No ticker mentioned, reply context without specific stock, unable to form investment thesis.

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noise low none2026-05-25

Doubt that users will leave Reddit for Facebook's forums.

Tickers: RDDT

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noise low none2026-05-25

No clear thesis for $SIVE; post mentions it as an example of retail not trusting institutions.

Tickers: SIVE

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noise low none2026-05-25

User expresses disappointment with IQE performance but remains hopeful.

Tickers: IQE

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noise low none2026-05-25

Reply discussing ramping timeline for technology, mentions CW related longs as earlier.

Tickers: none

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reply_context low none2026-05-25

User mentions being long $ALRIB and happy with recent performance up ~188%.

Tickers: ALRIB

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noise low none2026-05-25

@algo_fati microled is way, way too early for anything CPO related, even though i see a lot of media analysts try pushing it.

Tickers: none

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noise low none2026-05-25

Personal opinion on future market cap, no specific ticker mentioned.

Tickers: none

Pro review: Reply without ticker or investment thesis; personal future price prediction without specific asset.

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noise low none2026-05-25

LPK performed well.

Tickers: LPK

Pro review: Post merely states that LPK performed well, no investment thesis, evidence, or actionable signal. Link likely a chart but adds no content.

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new_thesis high bullish2026-05-25

SIVE has highest possible upside, potentially becoming the next LITE, with laser chokepoints enabling downstream TAM expansion and vertical integration.

Tickers: SIVE

Pro review: Thesis is clear and well-supported. Corrected catalysts to exclude Foci/Shunsin references which were not part of SIVE thesis. All other first-pass elements accurate.

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noise low none2026-05-25

@dweltrowskik uhh i mean i do have a decent amount of active semiconductor patents. So just having a technical background helps a tiny bit, when learning about adjacent areas? I was also a Protoss main and Colossus was my favorite unit in SC2, so that made me more passionate about lasers.

Tickers: none

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new_thesis high bullish2026-05-25

Sivers is undervalued relative to its private market peers in the silicon photonics space, as it provides upstream lasers for frontier CPO companies valued at $4B-15B+. Upcoming M&A, NASDAQ listing, and ETF inflows could close the valuation gap.

Tickers: SIVE

Pro review: First-pass evidence included M&A which is a catalyst; moved to catalysts. No explicit risks in post, so risks_clean set to empty. Thesis is strong and original, wiki_priority=3.

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noise low none2026-05-25

Did you listen anon? https://t.co/q6miMwIUX7

Tickers: none

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noise low none2026-05-25

I think I deserve my own Netflix special after $AXTI and $SIVE? https://t.co/WeD80ogRXg

Tickers: AXTI · SIVE

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new_thesis high bullish2026-05-25

Sivers lasers are the primary/sole source for multiple high-value photonics companies that command $5-$15B+ valuations, making SIVE extremely undervalued by comparison.

Tickers: SIVE

Pro review: Included all mentioned tickers (SIVE, POET, JBL) but thesis focus remains SIVE. Changed event type to thesis_update as it's a reinforcing reply. Removed catalysts as none explicitly stated in post.

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noise low none2026-05-25

Joking comparison between tokens and Pokémon, no investment thesis.

Tickers: AXTI · SIVE

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noise low none2026-05-25

@MacnBTC I don’t like talking about net worth, but let’s just say I’ll be helping a lot more dog shelters later.

Tickers: none

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noise low none2026-05-25

@Frenchie_ lol thanks for all intros to the French community. I think the local French media complaining about my $SOI long back at $40 helped a bit too. But gotten a lot of support from France!

Tickers: SOI

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noise low none2026-05-25

@beauty_oe 最初からサポトしていただき、また日本のコミュニティにご紹介いただき、本当にありがとうございます! 全てのサポトと、より多くの方々にアイデアを広める機会をいただけたことに、とても感謝しています。

Tickers: none

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noise low none2026-05-25

我现在订阅数已经有32.5K啦! 真的超级感谢大家! 照这个速度下去,我简直不敢相信自己快要超过马斯克,变成X上订阅人数第的大佬了?! 特别感谢中文圈小伙伴们最近的力挺。当然啦,也必须要感谢日韩圈的朋友们从开始就路支持我! https://t.co/cpvb6KizDy

Tickers: none

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new_thesis high bullish2026-05-25

Index fund buying by Vanguard and Blackrock creates pure buying pressure on SIVE float, with expected additional inflows next week.

Tickers: SIVE

Pro review: Reply context with a clear, high-conviction bullish thesis update, explicit evidence and catalysts; no risks mentioned. First-pass event type 'new_thesis' corrected to 'thesis_update' as it reinforces existing discussion.

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noise low none2026-05-25

@AatAzerti I can’t help you with that, should make your own decision. But just keep in mind, your largest Blackrock/Vanguard instituonal inflow (all passive, which is the best kind of inflow) are coming next month. Then there’s NASDAQ + US institutional inflow coming after that. Right now a lot of it is US/Western retail dynamics vs. Swedish short sellers/capital.

Tickers: none

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thesis_update medium bullish2026-05-25

Institutional buying by Blackrock and Vanguard counters earlier bearish sentiment and suggests upward momentum for SIVE.

Tickers: SIVE

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new_thesis high bullish2026-05-25

SIVE is at an early stage with upcoming institutional inflows from Blackrock, Vanguard, MSCI, NASDAQ next week and a NASDAQ listing soon, positioning it for significant growth similar to early AXTI or LITE.

Tickers: SIVE

Pro review: Post presents a clear new thesis with specific catalysts and high conviction. No risks mentioned. No close/trim signal.

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noise low none2026-05-25

@IkaKnight_ Serenity Knight sounds like a pretty cool name.

Tickers: none

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new_thesis high bullish2026-05-25

$SIVE is extremely early; institutional capital is about to enter due to index inflows next week and subsequent NASDAQ listing.

Tickers: SIVE

Pro review: First-pass correctly identified new thesis with high conviction and bullish signal. No risks mentioned. Wiki priority 3 for core thesis with catalysts.

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noise low none2026-05-25

@thereeldinesh It’s only up ~15%. Google’s viewer somehow adds Friday’s returns.

Tickers: none

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new_thesis high bullish2026-05-25

Sivers is the largest beneficiary of NASDAQ index inclusion (OMX Stockholm) and US-Sweden government collaboration, leading to passive institutional inflows from Vanguard/Blackrock and fundamental support from CHIPS Act awards.

Tickers: SIVE

Pro review: No corrections; high-conviction bullish thesis backed by specific events and catalysts.

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new_thesis high bullish2026-05-25

SIVE has successfully penetrated the design systems of many top CPO architectures, partnering with industry leaders like Ayar, Lightelligence, Lightmatter, and Celestial.

Tickers: SIVE

Pro review: Accurate extraction; high conviction thesis with specific evidence and catalysts; no risks mentioned; no close/trim signal.

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risk_signal low none2026-05-25

Government may seize back Ficontec, so caution is advised.

Tickers: FICONTEC

Pro review: Reply without a clear investment thesis; speculative risk mention not sufficient for signal. Ticker FICONTEC is ambiguous.

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noise low none2026-05-25

@JJJJJ_66666 I think so. A lot of it would also be indirect as well that you can infer what company it is. Happy my names started limit upping over in TW. https://t.co/VRbppTPZTt

Tickers: none

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reply_context low none2026-05-25

Observation that retail investors discovered FOCI and MSS early as beneficiaries of TSMC COUPE + AI optical markets, and mainstream institutions may follow.

Tickers: TSM · FOCI · MSSCORPS

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new_thesis medium bullish2026-05-24

SIVE is critically important to multiple frontier industries including defense, robotics, AI, and optical interconnects, with connections to major companies and government programs, yet remains undervalued.

Tickers: SIVE

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reply_context medium watch2026-05-24

Sivers Semiconductors has a high proportion of PhDs (1/4) and focuses on novel IP development; they leverage foundry partners like GlobalFoundries to scale without significant capex or headcount additions.

Tickers: SIVE

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new_thesis high bullish2026-05-24

Sivers (SIVE) is a key upstream laser supplier for 4D FMCW lidar used in robotics and autonomous driving, with near-term revenue from Nvidia's self-driving architectures and long-term exposure via humanoid robots.

Tickers: SIVE

Pro review: Downgraded conviction to medium because the thesis relies on speculative supply chain links not confirmed by companies. Removed 'indirect exposure' risk as not explicitly stated in post.

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new_thesis high bullish2026-05-24

SIVE, Foci, Shunsin, and MSSCorp are top picks for co-packaged optics (CPO), expected to grow significantly over the next 2 years.

Tickers: SIVE · FOCI · SHUNSIN · MSSCORP

Pro review: Clear thesis statement with high conviction and bullish signal; ticker normalization for Foci, Shunsin, MSSCorp may be ambiguous and requires verification.

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reply_context low none2026-05-24

@Fletche33881557 Nope, $NVDA said $3-4T annual spend. Not value. https://t.co/sKg5gA2RZO

Tickers: NVDA

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thesis_update medium bullish2026-05-24

AXTI owns upstream material chokepoints for InP substrates, giving it pricing power and a strategic advantage in the supply chain.

Tickers: AXTI

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new_thesis high bullish2026-05-24

AI capex projected to reach $3-4 trillion annually by 2030, benefiting companies controlling key AI supply chain nodes like photonics, lasers, epiwafers, neoclouds, and memory.

Tickers: AXTI · SOI · SIVE · IQE · NBIS · MU · SNDK

Pro review: First-pass accurately captured high-conviction new thesis with specific tickers and evidence; no corrections needed.

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noise low none2026-05-24

Crowdsourcing high conviction power semi stock picks with 10x potential, referencing NVDA's shift to 800 VDC.

Tickers: NVDA · NVTS · WOLF

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noise low none2026-05-24

LLM extraction failed validation: missing required fields: ['action_signal', 'catalysts', 'confidence', 'conviction', 'event_type', 'evidence', 'is_investment_related', 'needs_human_review', 'price_targets', 'risks', 'thesis_summary', 'tickers', 'time_horizon']; extra field

Tickers: none

Pro review: Post is a casual thank-you message with no investment content.

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noise low none2026-05-24

@PhotonCap Yep spot on, there’s a lot of nuance in more advanced fields that AI doesn’t fully understand and often miss. So being overconfident about the output while comparing two vastly different things is not ideal

Tickers: none

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new_thesis high bullish2026-05-24

SIVE is a high-conviction long due to strong positioning with hyperscaler suppliers, massive TAM expansion in pluggables and CPO, validated demand, confirmed moat, CHIPS Act funding, management execution, and upcoming passive inflows.

Tickers: SIVE

Pro review: High conviction new thesis with multiple evidence and catalysts, no risks mentioned, strong bullish signal.

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noise low none2026-05-24

@ShortsHoward So this is exactly what I mean by using ChatGPT will make you miss the nuances: They're literally different architectures. People using LLMs to compare $LITE single high power laser to one of the channel's outputs in a multi-channel array don't what they're talking about.

Tickers: LITE

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reply_context low none2026-05-24

A reply reminiscing about past arguments when AXTI was at $15, noting it now appears in Goldman Sachs/JPM reports as a bottleneck.

Tickers: AXTI

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reply_context medium none2026-05-24

AAOI has end-to-end manufacturing scale for 800G/1.6T optical transceivers, benefiting from hyperscaler demand and American manufacturing tax credits, but near-term dilution of $600m is a concern.

Tickers: AAOI

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new_thesis high bullish2026-05-24

Sivers is a chokepoint and bottleneck for leading CPO players due to its architecturally unique CW lasers, with volume ramp expected in 2027, making current valuation metrics misguided.

Tickers: SIVE

Pro review: Second-pass confirms high conviction bullish thesis on SIVE. Post provides detailed, nuanced arguments. Track record mention removed from evidence as not directly company-specific. No risks or close signal. Wiki priority 3 as core thesis.

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noise low none2026-05-24

General market commentary about Iran war ending and potential market moves.

Tickers: none

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noise low none2026-05-24

@dogehippie I like Elon, but he probably doesn't know yet that the X Subscriber program is one of the shadiest things I've ever used... -> There's unknown currency rounding (lot of times 2x+ more sub price), where X is unable to say where who profits off that. -> Monthly payouts keep getting pushed back by multiple days instead of actual 1 month cycles. -> X does things like holds previous balances for 1M+ (they can claim risk, but it's just sitting collecting interest). Usually X pushes for transparency, but when it comes to collecting revenue, just a black box where lot of fees disappear into the void.

Tickers: none

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noise low none2026-05-24

@Stevensun520417 Thank you for the support over in China.

Tickers: none

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noise low none2026-05-24

@Hamza_Zaman_ Not much actually. Close to 0 transparency to creators over where things actually go. There's a lot of rounding where people are paying close to 2x more, which disappears into the void. Don't know how much X takes or what fees they actually charge, even though they cite T&S all the time. Not here for sub fees tho, more for #.

Tickers: none

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noise low none2026-05-24

Wow, I've reached 30,000 paid subscribers. Thank you everyone! Catching up to Elon Musk. Only 17,000 more to go... Then I reach my goal of becoming #1 on the entire X platform! https://t.co/TStifVRgG9

Tickers: none

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noise low none2026-05-23

I love how pointing out that ideas and market percentage validation. Matter more than net worth. Triggered all the “trust me I’m rich” grifters selling expensive paywalls or courses. It’s good retail is starting to wake up if the older models feel threatened.

Tickers: none

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noise low none2026-05-23

Commentary on the value of novel ideas and market validation, using SOI as a hypothetical example.

Tickers: SOI

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noise low none2026-05-23

Post is a retrospective validation of past thesis posts claiming high returns, not a new investment thesis or action call.

Tickers: AXTI · SIVE · AAOI · LITE · IQE · AEHR · CRCL · EWY · OSS · GDRZF · RPI · SOI · ALRIB · SNDK · SIMO · VPG · TSEM · ARM · MRVL · INTC · LPK · NBIS · MU

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noise low none2026-05-23

@TracyDawso73672 恭喜你获得了 540% 的收益!出于好奇,你最后选了哪些股票?

Tickers: none

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noise low none2026-05-23

@XtineFang Wow 1372% is really good! Don’t sell yourself short

Tickers: none

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noise low none2026-05-23

I’m pretty international! I’m in Japan right now so learning Japanese. Lived in China for a tiny bit and I travel to Taiwan pretty often. So know some Chinese. Used to play soccer in Mexico, so I know some Spanish. I used to go to Korea just to play League of Legends in KR server with friends… so I mainly know all the swear words from all chat? Idk if I count the UK as international anymore… was actually going to study AI at Edinburgh before I decided to do my own stuff. Been to Singapore like 15 times. Canada way too many times… Maybe been to ~28+ countries or so? I kinda have PTSD from Sweden from X, but maybe the people will be more welcoming if I show up in person… I’m usually at Rosewood Menlo Park if anyone wants to say hi one day. So maybe just living internationally makes me receptive to foreign equities?

Tickers: none

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noise low none2026-05-23

@torontoarchive Wow! Did not expect that from Chinese social media. Cool to see

Tickers: none

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noise low none2026-05-23

@semivision_tw 我以前在上海住过很短时间,所以会说点中文!我就是特别支持美国啦。

Tickers: none

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noise low none2026-05-23

华人社区最近的赞誉让我感到受宠若惊! 我认为任何空头被打爆,都只是我单纯喜欢像 $AAOI 这样的股票而产生的无意间的副作用。 希望也能与更多的华人社区朋友互动(最近我在 X 上跟日本和韩国的网友互动得比较多)。

Tickers: AAOI

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reply_context low none2026-05-23

Mentions buying pressure from Blackrock and institutions but lacks specific ticker and thesis.

Tickers: none

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noise low none2026-05-23

@GSEconomics Majority of the inflow comes passively. Blackrock is the significant inflow tracker of the NASDAQ index.

Tickers: none

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new_thesis medium bullish2026-05-23

SIVE is expected to see significant institutional buying pressure from MSCI and NASDAQ Stockholm index inclusions totaling ~$64.5M, plus potential additional buying from short covering given 17% of free float is shorted.

Tickers: SIVE

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thesis_update medium bullish2026-05-23

SIVE added to NASDAQ Stockholm index, expected $15-20M passive inflow, on top of recent MSCI inclusion.

Tickers: SIVE

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new_thesis medium bullish2026-05-23

SIVE's small workforce with a high proportion (1/4) of PhDs enables efficient creation of valuable IP, contrasting with LITE.

Tickers: SIVE · LITE

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noise low none2026-05-23

2 Year Return: 22,561.99% Pretty decent, right anon? https://t.co/snVfKQ5nqm

Tickers: none

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thesis_update medium bearish2026-05-23

FOCI is unlikely to achieve $50B+ market cap due to its narrow focus on optical components and FAU for TSMC/NVDA, lacking the TAM expansion typical of US model companies.

Tickers: FOCI

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new_thesis medium bullish2026-05-23

SIVE is well-positioned to use funding for acquisitions that will rapidly expand revenue.

Tickers: SIVE

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new_thesis high bullish2026-05-23

AAOI is a pure manufacturing scale play with a bullish revenue ramp; SIVE has unique IP used by major CPO hyperscaler suppliers, with potential for vertical integration.

Tickers: AAOI · SIVE

Pro review: Post is a reply with comparative thesis on AAOI and SIVE; clear bullish conviction, high. Event type changed from new_thesis to reply_context as it's a direct reply, but thesis content is substantial. Wiki priority set to 2 for useful evidence.

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new_thesis high bullish2026-05-23

US government backing via CHIPS Act funding and involvement in defense supply chains and US-Sweden tech MOU positions SIVE for growth.

Tickers: SIVE · YSS · RTX

Pro review: Corrected tickers to only SIVE, as thesis is specifically about SIVE; YSS and RTX are only mentioned as supply chain partners with no separate thesis. Other fields retained.

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new_thesis high bullish2026-05-23

High conviction in SIVE due to strong executive team, IP acquisition strategy, CHIPS ACT support, and partnerships with NOK and AAPL validating IP moat; recent market interest provides needed funding.

Tickers: SIVE

Pro review: Post is a reply referencing a previously stated thesis ('I said this before'), so event type corrected to reply_context. No new thesis introduced, but it reinforces conviction with specific evidence. Wiki priority set to 2 as it provides useful supporting evidence. All other fields remain consistent with the explicit content.

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new_thesis high bullish2026-05-23

Sivers supplies lasers for CPO and 1.6T, positioning to become next Lumentum by expanding into optical engines and transceiver IP during CPO supercycle.

Tickers: SIVE

Pro review: First-pass correctly extracted thesis, evidence, catalysts, and conviction. No corrections needed.

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noise low none2026-05-23

@UpsideExit I’m probably one of only the people in the world with multiple 10x calls in a short timeframe.

Tickers: none

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noise low none2026-05-23

The author claims to have accurately predicted AXTI's rise to near their price target, implying a similar outcome for SIVE without providing new evidence.

Tickers: AXTI · SIVE

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noise low none2026-05-22

Believes these tickers will survive to 2029 and advises holding existing positions without adding new ones.

Tickers: INTC · RKLB · NBIS

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thesis_update medium bearish2026-05-22

The user updates that Iran War has increased odds of no rate cuts, eliminating the tailwind for utilities from expected multiple rate cuts this year.

Tickers: XLU

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risk_signal low bearish2026-05-22

Dilution caps upside in the short term

Tickers: AAOI

Pro review: Clear risk signal about dilution capping upside, low conviction due to brief statement.

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thesis_update medium watch2026-05-22

Reaffirms existing US stock positions (INTC, NBIS) and notes new longs in Taiwan/EU stocks (LPK, FOCI) as part of unchanged strategy.

Tickers: LPK · FOCI · INTC · NBIS

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noise low none2026-05-22

Discussion about listing process costs and tradeable float allocation for M&A.

Tickers: none

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thesis_update high bullish2026-05-22

Sivers is the 'Kingmaker' in photonics CPO, with NASDAQ listing proceeds fueling M&A to expand TAM and revenue, leveraging their expertise in early-stage companies that became billion-dollar successes.

Tickers: SIVE

Pro review: Changed event_type from thesis_update to new_thesis as the post introduces a novel 'Kingmaker' concept rather than updating a prior thesis. All other fields validated against post content.

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reply_context low none2026-05-22

Discussion of risk in Chinese equities due to government intervention, mentioning $AXTI as an example of such risk.

Tickers: AXTI

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noise low none2026-05-22

@nicolas_a4 what is this ccp propaganda. It basically doesn't exist over in China if Gov wants something done. just look at all the American IP theft over the years. good luck suing any chinese company.

Tickers: none

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new_thesis high bearish2026-05-22

Chinese government is going after historical revenues of FUTU and TIGR, and with no fair law in China, appeals are unlikely, making these stocks screwed.

Tickers: FUTU · TIGR

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noise low none2026-05-22

European quantum/optical/glass chokepoints go BRRR? $ALRIB +8.35% $LPK +3.21% $IQE +5.68% $SOI +4.98% As a side thought, it’s a nice vote of confidence to retail that the LPKF CEO bought shares off the market. More CEOs should do the same, even if it’s small. https://t.co/BwxBnd2wDm

Tickers: ALRIB · LPK · IQE · SOI

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new_thesis high bullish2026-05-22

Sivers is the key laser supplier for CPO, with partnerships across major optical and ASIC companies, positioning it as a critical player in the growing CPO market.

Tickers: SIVE

Pro review: Clear bullish thesis with named partnerships and production milestones. No risks or ambiguity.

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noise low none2026-05-22

Am I that popular? I did get a lot of dm requests to manage their capital recently. But only here to help out regular retail investors succeed on their own with ideas like $SIVE or $SOI. I feel like anything else would be a bit of a distraction.

Tickers: SIVE · SOI

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noise low none2026-05-22

??? $RDDT is literally lower IQ than $IREN investors? I didn't do all this research on $AXTI ... Just for you all to make 380% on it, call it a $MU memory competitor and then a scam? The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM

Tickers: AXTI · IREN · MU · RDDT

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noise low none2026-05-22

@labubu_trader They must have a fun time looking at my $AXTI showboating half the time lol

Tickers: AXTI

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noise low none2026-05-22

@AhmHashem No I have PTSD and it hasn't even been 2 weeks

Tickers: none

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noise low none2026-05-22

@planetsidemarco Super cool you're working at $RKLB, one of my favorite companies. Hope you're having fun there!

Tickers: RKLB

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new_thesis medium watch2026-05-22

Rocket Lab secured a $90M US Space Force contract, benefiting from US space buildup narrative and anticipation of SpaceX IPO.

Tickers: RKLB

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noise low none2026-05-22

Out of any market I’ve interacted with: The Korean market is the most degen

Tickers: none

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noise low none2026-05-21

@DudeWhoInvests Yeah... I'm not talking about the helpful folks like @beauty_oe @Frenchie_ @babybluecream who translate their takes in respective languages like Korean/Japanese/French. Just the ones that try and pass stuff as their own with the help of AI. Then add paywalls on top.

Tickers: none

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noise low none2026-05-21

Why are there so many influencers just rewriting my old posts with AI? Prompt: "Copy Serenity's old posts... output it re-written" Or even the same thing... just in a different language. IDM too much if you're doing this, but at least have your AI add original takes.

Tickers: none

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noise low none2026-05-21

@Maxcutty13 xd

Tickers: none

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