Fich is a Quantitative Research Firm with 2 investment strategies in Stocks and Crypto. They've been outperforming the markets for years and their logs are now open to everyone. Go check it! https://t.co/TzvVANlkI5
Fich just published it’s Crypto Strategy newsletter. Every Friday our algorithms determine the coins with strongest momentum to best navigate through cycle dynamics.
This week we bet on DeFi.
Rotating through coins with high potential is how we achieve 106% CAGR since 2020.
$ASTER is our only current holding in our Crypto Strategy apart from Cash and is up 14% on the news that sets it on deflationary path.
Luck favors the prepared.
https://t.co/wl2r2ncpuG
XFAB is emerging as a potentially strategic European silicon photonics (SiPh) contender, leveraging the PhotonixFAB consortium with high-profile industrial and research partners (including NVIDIA as an evaluating partner) to build credibility and momentum at a time when AI-driven co-packaged optics (CPO) and power constraints are pushing the market toward photonics integration; key technical signals include progress on its XPH90 SOI platform, heterogeneous integration via micro-transfer printing using InP chiplets, and continued thin-film lithium niobate (TFLN) scaling, with an official commercialization cadence that looks increasingly concrete—design flows targeted for early 2026, lead-customer prototyping mid-2026, production readiness/ramp in 2027, and higher-volume potential in 2028; despite this, valuation appears to reflect primarily the company’s established auto/industrial analog, MEMS, and SiC/GaN businesses, with limited implied credit for photonics upside, setting up an asymmetric scenario where execution and tangible customer wins (especially hyperscaler qualification) become the decisive catalysts; by contrast, Tower remains the more de-risked SiPh exposure with nearer-term traction, while XFAB is the higher-upside but higher-risk “EU sovereignty meets AI demand” bet, making 2026–2027 the critical window for proof.
there is a reason over 2/3 of our Equities portfolio is in pure AI plays like $SNDK and $MU
catching trends early is how you achieve 39% GAPR since 2012
Our Research team developed two investment strategies designed to outperform markets. If you are bullish crypto or stocks all you have to do is copy the strategies in our free newsletter.
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We just published our Crypto Newsletter to our Substack subscribers!
What we try to teach our readers is that this game is a marathon and it's all about survival.
Numbers explain it better than us!
Yesterday we published our Stocks Newsletter. At the beginning of every month we review our US Public Equities portfolio and strategy performance to make it public to anyone.
We will let the numbers speak by themselves!