Alex A.C.

M. Eng. Electronic ⚡ 〰️
Financial data & analysis. Value investing. Growth? at a reasonable price.
Jokes (some) are allowed 🦔 🧔🏻

[The Humanoid Hub @TheHumanoidHub]

Robotics hardware is the new premium talent market, and OpenAI is paying top dollar.

Actuator Design Engineer
Compensation: $342K – $445K + Offers Equity

Electrical Engineer, Robotics
Compensation: $295K – $380K + Offers Equity

[Alex A.C. @AnalysisOp]

@TheTranscript_ 😂😂👌

[Alex A.C. @AnalysisOp]

@The_AI_Investor w0w! LOOOL I didn't recognize him!

[Investment Wisdom @InvestingCanons]

Charlie Munger: “Warren talks about these discounted cash flows, I’ve never seen him do one...”

Mohnish Pabrai (@MohnishPabrai): “The moment you think you need Excel to figure out whether something is a good investment or not, the answer is it’s not a good investment…”

[Alex A.C. @AnalysisOp]

Juan es castellanoleonés, tiene 23 años y después de estudiar con beca completa tiene que irse de la comunidad porque no hay una puñetera basura de trabajo. Acumula depresión pero no le importa una pvta mierda a nadie...

Ahí un tema que sí importa, pero claro yo no soy una basura de periodista con patas

[Alex A.C. @AnalysisOp]

@BourbonCap don't think a lot of Cubans were using a credit card XD

[Alex A.C. @AnalysisOp]

@pharmdaz "software-defined"

Yep, that's Merlin 😅👌

[Alex A.C. @AnalysisOp]

@jukan05 $AAOI is like a 4% share

[Alex A.C. @AnalysisOp]

@ShawarmaCapital Your report is far superior, BUT I destroyed my eyes reading it 😅👌

[Alex A.C. @AnalysisOp]

@ParadisLabs SHOULD:

- $SOI
- $IQE (the one that SHOULD start to show results soon...)
- $LPK
- $SHMD

[Alex A.C. @AnalysisOp]

@zephyr_z9 🔥🔥

$GLW 🚀

[Zephyr @zephyr_z9]

Lmao
The glass fiber shortage has even spread to fiber preform
All the optical fiber drawn out from a parent rod or fiber preform

[Alex A.C. @AnalysisOp]

For the frens that still don't know $AAOI , a potential big Photonics company, good long article here

[high cagr @HiCagr]

https://t.co/pkUxTWB1mH

[Alex A.C. @AnalysisOp]

@HiCagr Thx. for sharing 👌

[Alex A.C. @AnalysisOp]

@crux_capital_ If the drop is important and lasts several days, of course I'm buying the dips

[Alex A.C. @AnalysisOp]

@pennycheck @latent_value7 https://t.co/SiAMNtAFJq

[Alex A.C. @AnalysisOp]

Real Corning $GLW Glass Substrate with already IOX waveguides and TGV 🤩🤩

[Pic source: IMAPS 2022 - 55th International Symposium on Microelectronics]

[Alex A.C. @AnalysisOp]

@ShawarmaCapital Thx. for sharing Shawa 👌

[Alex A.C. @AnalysisOp]

Real Corning $GLW Glass Substrate with already IOX waveguides and TGV 🤩🤩

[Pic source: IMAPS 2022 - 55th International Symposium on Microelectronics]

[Alex A.C. @AnalysisOp]

Remember guys, Corning $GLW will be a player in CPO with several products and Glass Substrates:

"Corning’s IOX (Ion-exchange) waveguide [on Glass Substrate]. The light path runs: fiber (~9 µm mode) into glass waveguide (~9 µm mode), then adiabatic taper down, then into PIC edge coupler (~3 to 4 µm mode)" - @PhotonCap

[Pic source: IMAPS 2022 - 55th International Symposium on Microelectronics]