Michael Frank Reichmann

AI Enthusiast | Macro & Market Commentist

[Michael Frank Reichmann @MikeFReichmann]

I'm currently overweight in Space, memory, Energy and Materials going into 2026 and to 2030.

[Michael Frank Reichmann @MikeFReichmann]

@ciainvestor Not possible memory demand is across industries, optical transceivers can only hit ai servers

[Michael Frank Reichmann @MikeFReichmann]

@TW_trades_ Does that really look like the bottom to you 🤔 😂😂😂😂😂

[Michael Frank Reichmann @MikeFReichmann]

@retard3dinvst0r Chill $AAOI still got 130$ left to drop. HOLD TIGHT

[Michael Frank Reichmann @MikeFReichmann]

@retard3dinvst0r @AKRIJW56AKRIJ shouldve done that a month ago buddy

[Michael Frank Reichmann @MikeFReichmann]

@TW_trades_ It's DCF model has changed it has now priced in 3 rate hikes

[Michael Frank Reichmann @MikeFReichmann]

@aleabitoreddit Seems like market is selling all of Serenitys pick and his 1300% Ltd portfolio lmao and rotating into memory or names that are actually making record revenues

[Michael Frank Reichmann @MikeFReichmann]

@rrrvvv32 @enrichtrades Oversold

[Michael Frank Reichmann @MikeFReichmann]

@retard3dinvst0r How tf do you post every minute

[Michael Frank Reichmann @MikeFReichmann]

@TW_trades_ Bros got infinite money lmaoo been buyign the dip since 180

[Michael Frank Reichmann @MikeFReichmann]

@TW_trades_ Im quite bullish on $AAOI since last year but the amount of people bullish on it is making me bearish 😂😂😂 I'll just stick to memory for now

[Michael Frank Reichmann @MikeFReichmann]

@aleabitoreddit I mean @jukan05 is obviously korean and a US bear

[Michael Frank Reichmann @MikeFReichmann]

@citrini When was the last time you were right 🥲🥲

[Michael Frank Reichmann @MikeFReichmann]

@moninvestor @DollarCostAvg @BlackPantherCap I think you might have missed out on the ai build out this year, fixating on $HIMs when there's a software sell off

[Michael Frank Reichmann @MikeFReichmann]

@RJCcapital holy fk so glad I sold Uncle

[Michael Frank Reichmann @MikeFReichmann]

@retard3dinvst0r Looks like it wants to round trip back to $150 😂

[Michael Frank Reichmann @MikeFReichmann]

@ParadisLabs $MXL, $VIAV, $BRUN, $FORM. Please share us your thoughts

[Michael Frank Reichmann @MikeFReichmann]

@PhotonCap Is that the front man

[Michael Frank Reichmann @MikeFReichmann]

@ParadisLabs Do you own ?

[Michael Frank Reichmann @MikeFReichmann]

@Ren_aramb Thoughts on $Mxl, $Viav or $Form ?

[Michael Frank Reichmann @MikeFReichmann]

@aleabitoreddit Hey @aleabitoreddit what do you think of $MXL, $VIAV, $FORM ?