Mac 🐺

Follow to learn trading • no paid group/no paid services

[Mac 🐺 @MacnBTC]

https://t.co/8anfNigQv5

[Mac 🐺 @MacnBTC]

bitcoin timeline

Q3 2026 lows in
Q4 2026 sideways and re-accumulation
Q1 2027 will see some good opportunities across alts, easy mode
Q2 2027-Q3 2027 boring PA maybe a flash crash if equities top
Q4 2027-2028 we finally see easy mode come back. we pump our garbage one last time

[Mac 🐺 @MacnBTC]

@aleabitoreddit 1M next month 💪🏽

[Mac 🐺 @MacnBTC]

during summer months there is usually more activity on CT, even now when everything still looks like shit. I don’t know if crypto traders get bored or get some extra dopamine from the sun but I have seen this happen every year past few years.

unironically last summer I hit $PENGU here which turned out to be the biggest trade for me.

Is there anything worth looking at this time around, idk

[Mac 🐺 @MacnBTC]

@blknoiz06 yoo congrats brother

[Mac 🐺 @MacnBTC]

@Ashleyworld0 can’t win everytime.

himx - loss
wyfi - win
pva - win

[Mac 🐺 @MacnBTC]

been shilling memory for a while, including $MU from $400

I think this trend will continue, buy liquidation cascades and sell higher. Enjoy easy mode while it lasts

[Mac 🐺 @MacnBTC]

honestly so crazy if u think about it

[Mac 🐺 @MacnBTC]

@blknoiz06 right thesis, but 6-12 months too early?

[Mac 🐺 @MacnBTC]

don’t see any reason for crypto to bottom out this year.

prices keep making new lows every week, and we are yet to see months of reaccumulation.

this isn’t an excuse to not do anything. bear markets are for research and sharpening your skills so you can make it next cycle.

[Mac 🐺 @MacnBTC]

@aleabitoreddit hate always comes from below

[Mac 🐺 @MacnBTC]

honestly so crazy if u think about it

[Paradis Labs @ParadisLabs]

Do you understand how cheap memory stocks are?

$SNDK, $MU, SK Hynix and Samsung: all under 8x 2027 P/E.

Throw Kioxia & Nanya in there too.

Then you've got $NVDA CEO Jensen Huang saying that the memory shortage will persist for "several years."

This is probably the most fool-proof trade globally rn.

(NFA, DYOR)

[Mac 🐺 @MacnBTC]

@bearlyai skill issue

[Mac 🐺 @MacnBTC]

@Trader_XO most people trade for dopamine. It’s just gambling with charts.

If you have an addictive personality, smoking, snus, drugs, alcohol, you’ll probably blow up.

imo money comes after 5+ years of doing this when the dopamine stops

[Mac 🐺 @MacnBTC]

@citrini @Rewkang huge

[Mac 🐺 @MacnBTC]

@Trader_XO insane play bro gg

[Mac 🐺 @MacnBTC]

still a lil bit to go $SOL

[Mac 🐺 @MacnBTC]

$60 this or next month

[Mac 🐺 @MacnBTC]

the flippening

[Mac 🐺 @MacnBTC]

@Trader_XO Its time to hop over to stocks bro

[Mac 🐺 @MacnBTC]

@blknoiz06 sol $75
hype $72

the flippening

[Serenity @aleabitoreddit]

GUESS WHAT ANON?

After today’s new news with Ayar joining Nvidia NVLink fusion.

$SIVE is now the laser source for likely:

The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners.

From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO).

This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains.

-> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell.
-> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping.

And… Guess what else?

Then they all happen to use GlobalFoundries.

Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday).

Supply chain mapping all starting to make sense now anon?

Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top.

Algorithms completely miss this type of image based mapping.

After this announcement, I personally think current valuations are very undervalued:

Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.

[Andrew Kang @Rewkang]

First Podcast Appearance in 5 years

Building a Robotics focused investment firm has been one of the most fascinating experiences of my life

Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry