Lig Cap

L/S PM, for my PA. Factor driven value & garbage hunter.

[Lig Cap @Alias_Analytics]

@friedoystercult Zing.

[Lig Cap @Alias_Analytics]

@pekwat Believe it or not, AI

[Lig Cap @Alias_Analytics]

@dingo__hunter Initiating a buyback while registering a shelf

[Lig Cap @Alias_Analytics]

@WaterworldCapi1 Wishing you a meaningful fast

[Lig Cap @Alias_Analytics]

Form factor is great
Non-tech normies dabblin
Fashion partnerships strong
Execution on point.

People still don’t realize next gen HUD computing is here. We are SO close to inflection.

[Nick Dorsey @Midnight_Captl]

These meta glasses are going to be a massive hit… way bigger than people think

Wallstreet is asleep. Watching these things go giga viral across socials
$META

[Lig Cap @Alias_Analytics]

This is my quant.

[Lig Cap @Alias_Analytics]

“Huang Rich, of RichRich Holdings” $SPCE

[Lig Cap @Alias_Analytics]

“Huang Rich, of RichRich Holdings” $SPCE

[Lig Cap @Alias_Analytics]

$SPCE has the fingerprints of the next great meme stonk:

1. Thesis so stupid (KISS), it just might work.
2. Option volume, IV, float ✅
3. Large swaths of reddit virality
4. Cult following: “it’s SPCEx IPO, but for *us* (retail)”
5. Barbara Streisand effect (re: post removals)

[Lig Cap @Alias_Analytics]

@1MainCapital

[Lig Cap @Alias_Analytics]

@SuperMugatu The modern-day burning of the Library of Alexandria

[Lig Cap @Alias_Analytics]

@natstewart5 Counterpoint:
If the position size is off, good ideas you swing at hurt a hell of a lot more than ones you don’t.

[Lig Cap @Alias_Analytics]

Really should have secured multi-generational wealth with this one.

Best and worst trade of my life, at the same time.

[Lig Cap @Alias_Analytics]

@ToffCap “Things you don’t see at the bottom”
Exhibit 42069

[Lig Cap @Alias_Analytics]

@dogehippie @wallstengine do you often see direct offerings above ask?

[Lig Cap @Alias_Analytics]

Really should have secured multi-generational wealth with this one.

Best and worst trade of my life, at the same time.

[Lig Cap @Alias_Analytics]

I haven’t looked at shitputs since $BA at the start of the decade (iykyk).

But here we are. And now I am.

[Lig Cap @Alias_Analytics]

Go figure.

[Lig Cap @Alias_Analytics]

@WaterworldCapi1 Photonics asics. The poors are gonna love it.

[Lig Cap @Alias_Analytics]

Yowza

[Lig Cap @Alias_Analytics]

$SITM continues to knock the cover off the ball. An under the radar $3bn mkt leader in MEMS Timing

Rev up 107%yoy
Expanding GM
Strong pipe of design wins w/ good product mix
Mgmt guidance up for q3+q4

Not cheap by todays #s but if you like a grower not a show-er, worth a look

[Lig Cap @Alias_Analytics]

@MadThunderdome $SITM keeps executing with design win after design win. Despite being a semi, supply chain disruption was a contributor to growth, as customers seek’d alternatives. Sticky/moat with widening TAM/solid pipeline: better product (digital) than current standards (analog), imo. AMA

[Lig Cap @Alias_Analytics]

First.

[Lig Cap @Alias_Analytics]

$sitm on fire got me feeling like

[Lig Cap @Alias_Analytics]

Thirsty boomers love engaging with the ai slop $meta

[Jerry Capital @JerryCap]

"Note the Facebook number specifically. Facebook is a 20-year-old product, and it is posting the largest QoQ gain in video time in 4 years. That doesn't happen organically. That happens because Meta deployed a new ranking model that materially improves the relevance of what users see." $META @RihardJarc