David

CEO

[David @DL_CEONYC]

@TrendSpider After China and the others. Will be like Tesla similar value no changes for years 😂

[David @DL_CEONYC]

@FoxNews She just want appear in the videos 😂

[David @DL_CEONYC]

@elonmusk This is the hide truth. No one want live in Africa or Middle East even in Asia including India. People shall wake up !! We have a paradise and will became hell.

[Serenity @aleabitoreddit]

$SIVE is my favorite CPO / photonics stock after AAOI.

Partly because it's Swedish and you have entertainment from comedians over there.

Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air.

To said $SIVE CPO applications are imaginary.

Right after $GFS just made $SIVE their reference laser.

(Just for some context to newer readers: Lot of people in Sweden can only look at past 12 month revenue, and don't understand concepts of forward growth)

Also because they don't understand that no CPO application has scaled up yet at all.

So Swedish hedge funds keep going short (with many of their hedge funds like Colosseum / Origo heavily underwater).

But... for the technical readers... from H2 2026 to 2028, it goes from near $0 to $91B TAM in 1 1/2 years. (we're entering H2 now).

Overall TAM hits $141B (which is also 10x+ or so in 1 1/2 years)... and $SIVE has scaled into pluggable market with $JBL + other unnamed pluggable players with that too.

Probably not going to end well for the local Swedish firms, shorting right before the largest inflection points ever hits for $SIVE.

Just a matter of time before volume ramps.

[Serenity @aleabitoreddit]

Fun times with market corrections.

Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.

Funny to see media always trying to explain like:

"Micron suffers record wipeout as Broadcom casts a shadow over chip stocks "

Broadcom projected insatiable demand into 2028, just made up narratives. Nothing's changed the AI buildout aside from increasing capex.

Main material thing was rate hike probabilities increase.

But you have random ones like these few times a year into ATHs.

Personally wouldn't try and trade fed decision probabilities and stay long on current company projections (eg. $AAOI $471m h1 2027)

[Serenity @aleabitoreddit]

How are all you regards on $RDDT down -99% after 2 red days?

Is it that hard just to hold indiviudal stocks like $AAOI or $MRVL that are already high-beta?

You can be right directionally, but wrong on short-term timing.

One extra week or month makes a huge difference.

[Serenity @aleabitoreddit]

Sure, #1 thing is toxic financing structure/float dynamics.

Best example is current Neoclouds landscape:

- $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang)

- While $NBIS is now YTD 153%+, from optimal structures (eg. $NVDA direct funding, mix of convertibles, etc.).

- On the other hand, $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs.

It's extremely nuanced, but you need to take a look at the float dynamics.

If they're legitimately a good company, then it might be a good idea to go long after all the existing holders get diluted to oblivion.

But if you care about your equity appreciation, it's a good idea to stay far away from toxic financing structures or toxic overhang (eg. debt interest, that eats away at a company FCF long term)

With smaller companies, they have this all the time, like
$SLNH, where there's new $500m ATMs on a $250m MC.

Or like $BKKT where there's endless dilution to fund executive pay.

With these companies you're basically transferring your money over to the company while influencers talk about them. So those are red flags.

With many software names like $SNAP, they mask stock-based compensation with profitability. So while the company optically looks profitable, you'll likely see the value of your equity decrease due to dilution.

There's endless types of these share structures you need to look when screening ideas.

[David @DL_CEONYC]

@the_jefferymead Honestly Charlie was smart and never use violence just words and facts. This kind of power is what the leftists hate the most

[David @DL_CEONYC]

@the_jefferymead Really people no think when they open the mouth

[Isaac @isaacrrr7]

"Mataron a mi madre por ser demasiado mayor para ser esclava sexual.
Mataron a todos mis hermanos por negarse a convertirse al islam.
Fui violada y torturada todos los días durante 6 meses.
Así es la vida de los no musulmanes en Oriente Medio."

-Nadia Murad

[David @DL_CEONYC]

@isaacrrr7 This will be the life in Europe ( France ,…) and US. What I can say , free Palestine. I hope People get some brains

[David @DL_CEONYC]

@BBCWorld This pope lose oil

[David @DL_CEONYC]

@isaacrrr7 😂. Now go to street and said free Palestine 🇵🇸😂. Really Europeans lose the country

[David @DL_CEONYC]

@isaacrrr7 Black people shall live in Africa. No in the civilized world

[David @DL_CEONYC]

@elonmusk Already can make babies artificially. Chose best genetics. Grow in good schools and put in the society. No need immigrants

[David @DL_CEONYC]

@isaacrrr7 He basically loves his country!

[David @DL_CEONYC]

@DOWResponse @DeptofWar They already got forgotten. Now US became a Muslim country

[David @DL_CEONYC]

@Kshi_nippon Europe became not Europe. France is same as Africa. Japan shall fight to keep the identity

[David @DL_CEONYC]

@isaacrrr7 They vote this Pedro and let him lead the country. Btw this just start. Spain will get much worse 😂

[David @DL_CEONYC]

@elonmusk And still a disaster 😅