André Muertin

Traicioné a mi sensei. Grito bien cabrón en la Última Palabra.

[Daniel S @accounting_ds]

For anyone interested in $AIRJ I have tens of hours of research in the form of papers and videos on youtube

There is a fundamental thesis here, I did all the research for you, those who want to learn can

https://t.co/vMYcXzASEN

https://t.co/S8yqMZBYmz

https://t.co/Dhlnu5Qhc2

[André Muertin @Andre_valin_]

@Kaizen_Investor you are the man, followed you on this one with av price on 20. Would you consider to add if there is a pullback?

[André Muertin @Andre_valin_]

@accounting_ds @CryptoKD1 we are flying today!!🚀🚀

[Mister Pumas @misterpumas]

@PumasMX qué tan horrendo es el fichaje que lo hacen en medio de un partido de los 16vos de final de un mundial. Yo no olvido asquerosa gallina

[Mister Pumas @misterpumas]

Noboa rompió relaciones con México tras el conflicto de la embajada. Como consecuencia, México volvió a exigir visa a los ecuatorianos. La @SeleEcuador llegará apenas 24 hrs antes a CDMX debido a q varios jugadores no tenían visa para entrar.

Jugada maestra de nuestra comandante

[Mister Pumas @misterpumas]

Enner Valencia y Pedro Vite viendo 10 Suburban doradas afuera del Azteca antes de empezar el partido

[Mike Alfred @mikealfred]

Heavy handed manipulation this morning. You really love to see it because it likely means an even larger than expected July rip. Study the patterns.

[Serenity @aleabitoreddit]

Just some notes on $POET AGM and read through on optical markets:

- "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two years"

$LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now.

- NRE with a new customer, building on POET’s interposer for high-power external light source.

This is high confidence $SIVE as laser supplier given the Sept 29, 2025 PR on ELS, and new customer qualification would be material for revenue if it goes into volume ramp.

- Poet expects Lumilens commercial agreement to scale to over $500 million over the next 5 years.

Lumilens claimed a top-3 hyperscaler was their initial customer (Linkedin OSINT)

- $830M cash on hand on balance sheet (this is more for Poet fundamentals).

- "The entire optical components industry today is facing a severe shortage of critical components."

Reaffirming what we know already regarding optical bottlenecks.

- "Production ramp in the second half of 2026 this year."

Just production timelines H2.

In terms of $POET volumes:
- existing capacity around 1 million optical engines per year
- projected demand exiting 2027 around 1 million optical engines per month
- roughly 10x capacity expansion

I don't own Poet, but if management delivers on these projections it directionally looks very positive.

However something to note is that unlike other suppliers that have named hyperscaler customers to to back up capacity revenues like $AAOI: $POET seems more questionable.

But this does look like a very positive outlook for $POET if they match projections.

[André Muertin @Andre_valin_]

@Han_Akamatsu looks like its deciding right now...

[André Muertin @Andre_valin_]

@optionscjp You hate the guy so much that you're blinded to the value of $OUST

[Colin @colin_gladman]

Oh……

[First Squawk @FirstSquawk]

U.S. AND IRAN AGREE TO HALT STRIKES, SET TO HOLD TALKS LATER THIS WEEK – AXIOS, CITING U.S. OFFICIALS

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇷 US and Iran agree to halt strikes and meet this week, Axios reports.

[Daniel S @accounting_ds]

https://t.co/176zfsBAVW

[Daniel S @accounting_ds]

New $AIRJ deep dive is out

There is no TLDR

I do this out of passion not clicks, there is no fluff or 1 sentence explanations

$AIRJ is a complex and nuanced company, and I spent weeks studying just one corner of its enigma

If interested in the name, paper is below ⬇️

[André Muertin @Andre_valin_]

@crux_capital_ at what price you would add?

[Hater Report @HaterReport]

Cristiano Ronaldo when he not playing Uzbekistan

[Mike Alfred @mikealfred]

It's too early to say but I've been doing this for 25 years and this is exactly what a major turnaround day feels like if we can manage to follow through all the way to the close today. Would be the perfect setup for July. Let's see. Worth a watch.

[Mister Pumas @misterpumas]

30 MDD + variables, por lo menos

[Ehrmantraut Capital @EhrmantrautCap_]

The fact that Gublo disabled comments under his post should tell you everything.