Maro (DKC) 𝕍 🌱🛰️

Living the extraordinary in daily grind | Built on giants' legacy | Degen soul | SRE passion | Crypto/tech lover | #Degen #SRE #Crypto

[Dimava @DmitrijVin70043]

@jukan05

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

@danjang1205 후델델 🤣👍

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

I have $SIVE

[Athu Invests @athuinvests]

I love $SIVE

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

Just 13 $SPCX 😍

[누라두의 세계주식 @NURadu_]

https://t.co/oik2X1WBW3

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

👍🤯🕊️

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says that Iran's Supreme Leader has approved a deal between the US and Iran and a signing is "coming soon."

Details of the deal per President Trump:

1. US Naval blockade is lifted once the deal is signed

2. Memorandum of Understanding has been approved by "everyone in Iran"

3. Kharg Island operation by US Military is now "off the table"

4. Formal Strait of Hormuz reopening deal expected by as early as Saturday or Monday

5. Trump declines to set a deadline for the deal, calling Iran "rational and confident" that a deal will be reached

US oil prices extend losses on the news.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he has cancelled scheduled strikes on Iran and the time and place of a deal signing will be “announced shortly.”

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

🤣

[Tbone @FormallyRibeye]

Rus spotted again @ the @nyknicks game 🔥🌱 #Vine

[Rand Group @randgroup]

Every IPO in history follows the same script: SpaceX won't be different

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

$LPK

[Serenity @aleabitoreddit]

Just thought this was interesting: $LPK is an unknown SpaceX supplier.

You can find it in SpaceX US import logs.

It's fun information discovery ahead of Space'x IPO this week. Though, not sure what the exact contract entails.

Disclosure: I have positions in LPK, NFA, credit to my follower Albert_TheVoid for the DM!

Especially since everyone seems to be talking about about SpaceX with Velo...

Just a fun, new direct relationship between $LPK and SpaceX if people want to do more digging.

[Serenity @aleabitoreddit]

Basically this… and it’s how cycles work.

Retail was early and completely frontran institutions on next architectural shifts.

There was close to 0 US institutional ownership on $SIVE.

And now you see active institutions like JP Morgan, Fidelity Research, and others on the cap table.

Happened last year with $NBIS.

> I called out close to <30% institutional accumulation and said they wanted more shares.
> institutions bought up majority of the float
> bunch of negative articles back then, now it’s positive and ATHs.

Two years before it was $RKLB

> Was long at $16, but institutional analysts kept giving record low PTs and told retail to sell, although it had such a high reusable rocket rate.
> retail sold, institutional ownership stocked up
> now it’s ATHs

I expect Foci (3363) to be a bottleneck for both $NVDA and $TSM optical programs and now there’s firms implying you to sell that at $2.5B valuations alongside $HIMX.

So if you see negative sellside reports or an uncanny wave of negative news, if’s a good signal they need liquidity.

Recently some smaller hedge funds have been so desperate that they’re likely even using bot farms on X that told retail to sell lol… which I’ve uncovered recently.

Regardless, it’s also why I spend a lot of time doing research on individual names so people can build their own conviction in the face of noise.

Unfortunately, it’s just a part of life how the modern liquidity cycles/transfers of US retail -> Institutions work.

They don’t work in the best interest of retail investors.

[Nathan | Factomind @NathanYJLee]

투자 관련 듣기엔 있어보이지만 영양가 없는 말들

1. 변동성에 주의하라 -> 어쩌라는 건가? 포지션을 덜어내라는 건가?
2. 익절은 항상 옳다 -> 그렇지 않다. 리스크와 리턴은 항상 선형적이진 않기에 리스크가 줄어들며 수익이 본격적으로 발생하는 구간을 놓칠 수 있다
3. 각종 복잡한 말로 치장된 차트 분석 글 -> 프로그래밍 덕에 stat arb 등의 통계 기법이 차트 분석의 까마득한 상위 호환으로 자리잡아 적극적으로 활용되고 있다. 열 개도 되지 않�� 샘플과 약하디 약한 귀납적 증거만을 가지고 주장을 펼치는 건 주의해야 할 행동

[Joshua ☕️ ᵍᵐ @paperthynn]

We all need a little bit happy
BRING BACK VINE🌱

[Serenity @aleabitoreddit]

If you want a TLDR of today:

&gt; be $NVDA, $5T company. Force shift to 800V DC and CPO

&gt; analyst: I don’t think u can do it in time!

&gt; market: “I don’t trust Nvidia, time to sell everything”

&gt; Nvidia and Lumentum executives after: Bullish on CPO, timelines accelerating.

???

[Serenity @aleabitoreddit]

CPO scale out earlier than expected:

> Foxconn: est. units register upward and optical switches shipped early to $NVDA

CPO scale up timelines from $LITE Mizuho Technology Conference today:

“The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028”

SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications.

I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028)

Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff)

Where micron went out shortly later to into enter mass production. (Triple digit return shortly after)

I think people going long on temporary bridge architectures from this incorrect report won’t be too happy.

Appreciate the buying opportunity though.

[Maro (DKC) 𝕍 🌱🛰️ @GJL75]

$SIVE

[Anders Storm @StormDirac]

Just seen both BlackRock and Fidelity showing up as $SIVE institutional ownership? Is this completely new?

https://t.co/OmdTm6wMqE

[🇦🇪 HGS @Sajwani]

Time to bring Vine back and on 𝕏 ?

[GONOGO @GONOGO_Korea]

이란, 영공 재개방. 모든 항공편 운항 정상화.

[Andiamo @andiamonow]

Nordea Bank just raised $SIVE short-product margins by ~50% in six days.

That's not a market reaction. That's a bank repricing because it physically can't source the shares.

May 28 → June 3:
→ -1 leverage: 51.5% → 76.5%
→ -2 leverage: 102.5% → 152.5%
→ -3 leverage: 153.5% → 228.5%

Their stated reason: "poor liquidity in the securities lending market and rising borrowing costs."

What's tightening the lendable pool:
→ JPMorgan disclosed 5.25% Friday — ~16M shares pulled OUT of borrow inventory in one trade
→ MSCI + OMX index inclusions now effective — passive funds don't lend
→ Cicero Fonder's 5.75M exit went to long-term institutional buyers — also non-lenders
→ Short interest still sitting at ~17% of free float

Every institutional buyer removes shares from the lendable pool. Every margin hike makes existing shorts more expensive to maintain.

The squeeze is mechanically forming in the securities lending market.

Nordea's margin schedule is the proof.

$SIVE

[TW @TW_trades_]

People don’t realize you are still early to companies like $SIVE

If you’re reading this then I’m positive your X feed is full of post about the next bottleneck or chokepoint. That is not what retail is seeing

The majority of retail is still waiting for companies like $SIVE , $LPK , $IQE to be on Robinhood (if they know about them). They are still buying $MU thinking that memory or energy is all AI needs. They aren’t tapped in like you are

Do not let the minority convince you that the public is here. They’re not.