Maki

[Maki @7majson7]

@bubbleboi Gotta be ragebait

[Maki @7majson7]

@aleabitoreddit Believe it or not, $WEN calls.

[Maki @7majson7]

@aleabitoreddit @RJCcapital We got Serenity vs RJC before GTA 6. Cinema.

[Maki @7majson7]

@aleabitoreddit

[Maki @7majson7]

@junker54552 Wow that’s a new one. Im curious, does anyone actually fall for this anymore?

[Maki @7majson7]

@ParadisLabs Appreciate your response and your work, wafer works, episil and etc. were insane. Stay goated brotha

[Maki @7majson7]

@LongEquities @aleabitoreddit Obviously NFA, I like $AAOI and $SIVE the most. For a smaller portfolio I wouldn't go for more than 3-4 positions, depends on your risk tolerance.

[Maki @7majson7]

@LongEquities @aleabitoreddit Yea $FOTO looks good, I just personally prefer pure EML over others.

[Maki @7majson7]

@Mr_Derivatives Refs got paid big time

[Maki @7majson7]

@aleabitoreddit Also, SIVE derivatives dropping june 29th, trading allowed on july 6th. https://t.co/gCkimBZO8f

[Maki @7majson7]

@ParadisLabs Thanks. Small win for SIVE through GFS at least.

[Maki @7majson7]

@aleabitoreddit Worth selling SIVE to buy XFAB?

[Maki @7majson7]

@aleabitoreddit Serenity the new Roaring Kitty?

[Maki @7majson7]

@crux_capital_ Something similar to AEHR possibly?

[Maki @7majson7]

@snsnhv @aleabitoreddit Value and performance are 2 different stats. Try checking out performance.

[Serenity @aleabitoreddit]

Just in case you’re wondering why I’m so bullish on CPO.

Like $SIVE (Lasers), Shunsin (Packaging), MSSCorps (Yields), Win Semi / $TSEM (Foundry).

“The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS)”

“The scale-up CPO segment is projected to surpass scale-out applications before 2030 and become the dominant market.

You have almost parabolic growth over the next few years.

With many players like Sivers having no material exposure to previous 800g pluggable optics but are the bleeding edge leaders of CPO as the laser supplier.

This is one of the best and earliest opportunities of the next optical supercycle for an architecture driven by $NVDA and $AVGO.