Lawn Chair Capital

29. Current PE Operator. ex-PE, ex-IB, washed-Athlete. Hunting asymmetry.

[Lawn Chair Capital @LawnChairFund]

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

[Finn Stockinger @FinnStockinger]

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?

[Tom @TomSzczypka]

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.

[Lawn Chair Capital @LawnChairFund]

@mkfilko My man! 🫡

[Lawn Chair Capital @LawnChairFund]

$IQE $DRAM $OSS $DGXX $SIVE

that’s the full port these days, and $IQE is north of 50% 🤷🏻‍♂️

[Lawn Chair Capital @LawnChairFund]

@DannyParkins Bros gotta get in the gym

[Lawn Chair Capital @LawnChairFund]

@burak_finance @flyingclogg @pdub328 @fynnvestor 🤝

[Lawn Chair Capital @LawnChairFund]

@lkcttn At the right time though will definitely be derisking

[Lawn Chair Capital @LawnChairFund]

$DRAM $MU

[Lawn Chair Capital @LawnChairFund]

$DRAM ATHs in pre. $75 is crazy, idk what to do. Whole 401k in this one since $30. LETS GO

$MU $SNDK

[Lawn Chair Capital @LawnChairFund]

@lkcttn Definitely the right strategy, I just can’t bring myself to let go of this memory trade at the moment. Feels different this time

[Lawn Chair Capital @LawnChairFund]

@CraigWinn Ty sir

[Lawn Chair Capital @LawnChairFund]

@burak_finance @flyingclogg @pdub328 @fynnvestor Welcome to the $IQE crew

[Lawn Chair Capital @LawnChairFund]

@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

[Lawn Chair Capital @LawnChairFund]

@wrongthink95472 @Remzztrades NEED it

[Lawn Chair Capital @LawnChairFund]

$DRAM ATHs in pre. $75 is crazy, idk what to do. Whole 401k in this one since $30. LETS GO

$MU $SNDK

[Lawn Chair Capital @LawnChairFund]

@aleabitoreddit $SATS

[Josh Hart @joshhart]

I love New York 🧡💙

[Lawn Chair Capital @LawnChairFund]

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

[Lawn Chair Capital @LawnChairFund]

@renstocks_ Beast, amazing info as always

[Lawn Chair Capital @LawnChairFund]

@StonkChris Once they bottom, we get to rotate from the top to the bottom - another generational opportunity loading

[Lawn Chair Capital @LawnChairFund]

@ParadisLabs A mini serenity 👏