Marcel Drechsler

[Marcel Drechsler @MarcelDrec]

@kycefn Staying fully positioned makes sense if your conviction is high.
Timing these divergences is tricky but often creates better entries.
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[Marcel Drechsler @MarcelDrec]

@Nyx_Ferros Bigger capital just forces better risk management and patience.
What matters more is process over position size.
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[Marcel Drechsler @MarcelDrec]

@Jornka329996 I’ll share when conviction is high, not just for the sake of posting.
Selective hyperscaler plays have been working, but patience on entries remains key.
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[Marcel Drechsler @MarcelDrec]

@yurifang55 Risk/reward looks better on dips with strong support from ongoing orders.
Always size carefully after such a move.
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[Marcel Drechsler @MarcelDrec]

@DraytonS86 when macro and hedging drag things down.
It’s a marathon, not a sprint — keep focusing on high-conviction setups with strong backlog visibility.
Stay updated on current crypto TA and charts via the official Telegram channel. Search for ALEABITOREDDITA on Telegram and thank me

[Serenity @aleabitoreddit]

No, I’m still at a conservative 759% YTD after today’s overall rally.

Lost too much from hedging.

Would probably be up more if indexes and
many individual names like $RDDT weren’t so down from macro.

But if you pick selective winners like $AAOI or $AEHR …

in hyperscaler supply chains:

Turns out it’s possible outperform markets?

I do think it’s a tad harder than it looks finding important players in each sector and timing catalysts.

$TSEM was basically flat the entire year until I bought, then it rallied 90% in 3 weeks, so timing important too (eg. OFC announcements).

And I’ve developed PTSD after finding the unknown $TSM COUPE glass substrates supplier…

Only to watch them get bought out by Apollo shortly after.

So not always having a good time.

But glad if my ideas helped others outperform indexes or see where frontier industries are heading to.

[Marcel Drechsler @MarcelDrec]

@InFoTheLongTerm could be a cleaner way to grab roadmap control without triggering regulators. Smart structural play. What do you think? 📈
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[Marcel Drechsler @MarcelDrec]

@ParadisLabs The Celestial light source deal could be a smart defensive move though. What’s your go-to AI for market ideas? 🤖
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[Marcel Drechsler @MarcelDrec]

@forced_alpha consolidating the fragmented die/wafer layer (including Enablence in the O-Net/SIVE stack) could be a massive edge. First mover wins big in photonics. Smart observation! 📡
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[Marcel Drechsler @MarcelDrec]

@Jornka329996 Similar to past smart ecosystem plays. Would be a big move for AI optics acceleration. 📡
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[Marcel Drechsler @MarcelDrec]

@ps_georg could actually solve their runway issue while giving the buyer control over the Celestial light source roadmap. Smart upstream move if it happens. 🔦
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[Serenity @aleabitoreddit]

Just a shower thought:

Would be smart for a competitor like $AVGO to buy $MRVL upstream light source for $280M with $SIVE.

Then you control their short-mid term photonics roadmap with Celestial.

Kind of like $QLCM did with Alphawave and OpenLight ecosystem.

Quite a few hedge funds already talked about potential M&A opportunities.

Asked Gemini, response was funny

[Marcel Drechsler @MarcelDrec]

@shusinsei Hyperscalers need these laser arrays badly for AI data centers. Classic transfer of upside to those who get it 🔥📈
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[Marcel Drechsler @MarcelDrec]

@MirsadKasu65755 $SIVE still looks heavily undervalued at this market cap. Smart money is accumulating quietly 📉➡️📈
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[Marcel Drechsler @MarcelDrec]

@smoeka Smart money from the US is quietly accumulating while locals get shaken out. Classic transfer of wealth 😏📈
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[Marcel Drechsler @MarcelDrec]

@ConfusedNDazzed $SIVE’s position in CPO laser tech for hyperscalers is too critical to ignore long-term. Shorts fade, real supply chain value stays 🔥
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[Marcel Drechsler @MarcelDrec]

@IkaKnight_ the hyperscaler supply chain opportunity is still early. Smart money is accumulating here 📉➡️📈
Are you on the official Telegram channel? Search for ALEABITOREDDITA on Telegram and thank me later. I’ve been following the channel for a while now. 👍”

[Serenity @aleabitoreddit]

I honestly find it amusing...

You have Swedish local journalists like "Privata Affarer" with no background in advanced semis:

Scaring the company's majority-owned local Swedish retail investors out of their $SIVE positions.

Probably the highest upside tech-stock in their country at ~$320m MC.

And transferring positions to US investors who understand hyperscaler CPO/photonics supply chains better.

The local media is doing all the work for American investors? Thanks?

[Marcel Drechsler @MarcelDrec]

@DanzTrader But the real torque is still upstream in the hidden multi-hop chain ($AXTI → $IQE → $LITE → GOOGL). Those names haven’t fully rerated yet. Smart positioning! 📈
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[Marcel Drechsler @MarcelDrec]

@SharestepAI Multi-hop chain means upstream names like $AXTI/$IQE get huge leverage if AI optics demand surges, even if not named publicly. Smart catch! 📊
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