Just-A-Hunch

Nobody knows shit. Just throw money at a few different things and pray.

[Drake in 5 @DopeboyDiesel]

Janice STFU (punk rock cover)

What yall think??? 🤔

[Coffee House Stocks @CoffeeStocksGuy]

$CIFR is a better buy than $IREN

Risk/reward reset and a dubious IREN management team

Market Cap $7B VS $14.5B
Backlog $11.4B VS $14B

[MC @DDemigodMC]

TEARS IN MY EYES LMFAOOOOOO

[Diligent Plane @DiligentPlane]

keep your portfolio simple

don’t over complicate it

just hold a few stocks you have complete conviction in

[INSIGHT HUB @Insighthubdaily]

How much is your bank account??

[The Dread Bunny @jpvanhoy]

Not even close.

The best thing to do is stand sideways to the incoming force, spread your legs as FAR as they will physically go apart…

Then bend over, put your head between your legs and kiss your ass goodbye, because there isn’t jack, Jim, or John shit you’re going to do against that kind of force. Unless you happened to already be 99% of the way there, and could get just a little higher up the side wall in time, you are well and truly fucked.

[Washingtons ghost @washghost1]

This is basically a slice of cake and they want 75k for it

[Chaz Wargnier ♨️ @DataChaz]

Best use of AI I've seen this year

[Astro Morrigan ♀⚡️ @Morrigan_Astro]

I can not believe we even have to say this 🥲🫠🫠🫠🫠🫠💯

[NRM84 @Mappy6984]

Kids are hilarious... I did what my brain told me🤣🤣🤣🤣

[Just-A-Hunch @JustAHunch3]

@DeePeeReal @Ilegvm Next time have your sound turned on dumbass.

[🇺🇸 IREN BULL 2020 🇺🇸 @IRENBULL2020]

$IREN SHORT AVAILABILITY HITS 0

STRAP IN LADIES AND GENTLEMAN 🚀

[Spencer Pratt @spencerpratt]

We've lost our damn minds.
The Lindsay Clancy mass psychosis proves that a lot of people need to have their Wifi taken away. But this psychosis started many years before TikTok...

[Dhruv kumar @Dhruvkumar16797]

This guy literally explained why some people become successful while other stay average.

The reason is uncomfortable. Game Theory

Watch this:

[DEGEN NEWS @DegenerateNews]

BREAKING: $BTC HITS $75K

[Viral Videos™️ @ViralVideos]

It’s now confirmed true what they say… New Yorkers really do not know how to drive.

[Simona @Simipandaface]

Little $SIVE update this morning, earnings report timing change to be after market close to accomodate its growing US base. That's 27th August thursday at 7PM CET. (6PM UK, 1pm EDT).

Happy with the change as can watch it straight after work 😀

[Autism Capital 🧩 @AutismCapital]

WE ARE SO BACK BABY

[Serenity @aleabitoreddit]

Yeah, $SIVE is my favorite high-beta optical long.

You have a small company supplying lasers for:
- Hyperscaler suppliers like $JBL with pluggables.
- ELS + optical engines with $POET / O-Net.
- Scale up with optical I/O with Ayar and others.
- Photonic Foundries like $GFS across all architectures like NPO/pluggables/CPO.

with independent CW capacity coming online with Win Semi during a structural bottleneck... NASDAQ listing likely in the next few quarters.

And the CEO actually knows what he's doing + aligned with shareholders (in terms of buying stock on the open market), with low dilution to get all of this done.

And they hinted at M&A, which is ideal for TAM expansion (look at what happened with Lumentum after Cloud Light H2 2023 M&A).

Then you have $MTSI, $AAOI likely no meaningful participating in first-gen CPO deployments (smaller pool of players)... Industry CW shortages currently before volume ramp. Regulation tailwinds targeting Chinese competition.

I'm not sure if it's just me but they have the ideal setup, main downside is that it's just listed on some small Swedish exchange and that harms valuations.