codeblue

Student of the market; stay hungry, stay foolish

[codeblue @0xcodeblue]

@shortbelly Any evidence that he’s still holding? If not i would assume most trade logs i see on finx are paper trades

[codeblue @0xcodeblue]

@BioValues This el mono guy is just annoying af… even more so than unemon

[codeblue @0xcodeblue]

@mellowrk_lion Thanks for the update!

[Guasty Winds @GuastyWinds]

My new largest position is https://t.co/qvVeTX1hjw. The stock IPO'd in January and is thinly traded and sparsely covered.

I think it's significantly undervalued and underappreciated. The stock has already started to re-rate since earnings. I think there's way more to go.

[codeblue @0xcodeblue]

@BiotechAutist Great call bud

[codeblue @0xcodeblue]

@Biotech2k1 Can you share your DD process? Enjoy your posts

[Nicolas @Superioresearch]

🧵 $SHMD remains one of the most overlooked tech enablers in the market. They’re quietly becoming the go-to player in one of the biggest behind the scenes shifts in chip design: Glass substrates. A thread👇

[codeblue @0xcodeblue]

@BiotechAutist Well played

[codeblue @0xcodeblue]

@ZeeContrarian1 Will Iran decide to scorch fire and destroy water desalination plants in GCC? Will there be more lone wolf terrorist attacks in the West?

[Donkey building warchest @from1to4000000]

One thing about topping action in markets is that it whipsaws people who are more active into constant losses. All this happens even before the downturn starts. We are only in the early distribution phase (if we are at a top, who knows) but it is dangerous. I am staying tight

[Serenity @aleabitoreddit]

Holy $AAOI …

Just putting it out there they’re projecting $378 million in monthly revenue for transceivers.

At a $5.5B MC.

This is the definition of extreme scale up.

Although margins are different, $AAOI projections would actually surpass $LITE next quarter guidance by 40%:

"Given the recent surge in customer inquiries and apparent rising demand, we believe that by mid-2027, 100G and 400G revenue will be approximately $90 million. 800G revenue will be approximately $217 million and 1.6 terabit revenue will be approximately $71 million monthly. Altogether, this represents $378 million in monthly revenue for transceiver products."

Absolutely unholy projections unseen since $SNDK earnings.

[tic toc tic @TicTocTick]

There is no limit down rules in bitcoin.

But there will be signs …

[codeblue @0xcodeblue]

@FLGatorTrader This will meade is a fake account

[codeblue @0xcodeblue]

@jam_croissant But this bluff comes with the cost of distrust in US global leadership and potentially undermines the power of USD as global reserve currency. Is it really worth it?

[codeblue @0xcodeblue]

@connorm117 @FLGatorTrader Same question here

[codeblue @0xcodeblue]

@BioValues How about the $1 bid price requirement?

[codeblue @0xcodeblue]

@A_May_MD @unsureoptimist He just hasn't seen a patient who died of PPU and peritonitis despite on ultra high dose pressors

[codeblue @0xcodeblue]

@shortbelly Interesting. China/HK timezone?

[codeblue @0xcodeblue]

@plainyogurt21 @threadreaderapp unroll

[Laminar @LaminarRed]

BOOM💥Marc to discuss M&A info publicly.

$ABVX CEO Marc, along with top sell-side advisor Centerview, will attend an M&A-related webinar on Jan 7.

Topics: M&A dynamics ahead of #JPM26; cross-border M&A under new US tariff rules; and how to approach BPs for a deal.

Link👇