1/ $IQE FY25 results overview after reading. I'm long 1M+ shares and added on today's red. Biased, but I read the RNS, the deck and sat through the call. Cleanest the story has looked in years. Thread. 🧵
$IQE $IQEPF #IQE $SIVE $LITE $AAOI $NBIS
I constantly get the same question: "Hey Finn, what’s the next big stock?"
Sometimes I feel like we get too caught up chasing shiny new objects and completely forget about the old ones.
It's the exact same story with $TRT.
Massive hype exactly a month ago, only to be forgotten by the masses as it steadily slid lower.
When everyone else forgot about $TRT, I just doubled my position.
Today, history is repeating itself, and I'm just sitting back with a smile - holding my $TRT shares.
Still remember a company called $IQE?
You better remind yourselves.
I started buying at 12p, then 19p, and added a while ago at 37p. My average is 29p.
Still holding, the party will come. Sooner or later.
It’s a completely different company today than when I first bought in:
Paid off debt after the $MTSI investment + Gained a strong shareholder and partner
Secured a recent new deal with $TSEM
Take a moment to reflect.
You’ll probably think of other high-conviction plays you had where the hype just faded.
Sometimes it pays to zoom out and revisit the known and solid, rather than constantly searching for the unknown.
I’m sticking with my $TRT and $IQE.
Shoutout to my man @mkfilko, who I know is also riding the $IQE train with me.
What about you? Do you have any "forgotten" stocks in your portfolios waiting for a bright future?
If your AI stocks feel like they are going up every week, $SIVE $IQE $TSEM $AEHR $MU $SNDK #NBIS $DRAM understand something
The "consensus AI trade" is $MSFT and $META. That's what 99% of the world thinks AI investing means.
Meanwhile you're buying indium phosphide epiwafer companies listed in London, fiber array unit makers in Taiwan, and silicon photonics test equipment in Fremont.
This is not a crowded trade. You just happen to be in a room where everyone is paying attention. It may feel crowded, but it's still early.
@lkcttn They say 401ks long term though 🤷🏻♂️ lol. Might have to trim some. In this account I can only trade ETFs. I’m trying to wait for a crypto bottom and then move this into a crypto ETF, but no time soon given memory is going higher and cryptos going lower
Considering the dump in photonics names right now, I’m content with $IQE and adding more here.
Quad witching, opex, etc. we go up on Monday. I don’t make the rules
$LITE $AXTI $AAOI $SIVE