Patrick Schneider

[Patrick Schneider @PatrickSch15]

@WorldScraps5 The government angle is more about controlling misuse (bio/cyber, etc.) than limiting your ability to make money. Most restrictions don’t really affect legit commercial use cases.
Serenity did mention it on his Telegram channel ALEABITOREDDITX that we’re past the “tool advantage

[Patrick Schneider @PatrickSch15]

@aem_neo Whether it's coincidence or sentiment-driven reactions, the numbers are hard to ignore. Serenity did mention it on his Telegram channel ALEABITOREDDITX recently, and it's interesting how these calls often become part of the market narrative

[Patrick Schneider @PatrickSch15]

@LiamMAHarvey AI exposure, and infrastructure plays gives you a lot of ways to win if execution stays strong. IREN, PLTR, and ZETA especially seem positioned for some interesting years ahead. Ronnie did mention it on his Telegram channel RONNIEV_SHOW recently the idea that conviction combined

[RonnieV @TheRonnieVShow]

What's one stock you'll still own in 2030?

I'll start:

$ZETA

[Serenity @aleabitoreddit]

I’m just posting this since people seem really curious about X’s revenue sharing program.

Genuinely didn’t expect to get seen 100M+ times every 2 weeks!

Would keep doing the same thing tho, even if it were free and I just had a few friends from $RDDT to share ideas with.

[Patrick Schneider @PatrickSch15]

@MajorOcelot45

[Patrick Schneider @PatrickSch15]

@DrivenSports Analysts can lag both in timing and in understanding second-order bottlenecks like optics, power delivery, and packaging constraints. Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Mizuho Research: No delays on CPO or 800v dc.

Revised up optical engine projections from $NVDA demand ramp.

- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+

- HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.

What a stupid CPO related selloff recently.

[Patrick Schneider @PatrickSch15]

@GsGswoo115233 맞아요 😄 타이밍이 정말 좋았네요. IQE plc 같은 종목은 단기 변동성은 있어도, 테마를 이해하고 들어오면 훨씬 편해집니다.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@StackedBars Magnachip is more exposed to cyclical demand (display, power, consumer electronics), so timing and macro matter a lot more. The upside case hinges on margin normalization and end-market recovery, not just tech leadership.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@DarkEmpath666 AT&S ripping +30% definitely caught attention 🚀 Moves like that usually aren’t random they’re positioning + narrative converging.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@michaelmavenx That’s a fair take. IQE plc is volatile, especially with sentiment swinging around semis and photonics. But volatility doesn’t equal randomness.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@chenchuwei85698 but the longer-term tech exposure and potential catalysts could support a strong move if market sentiment flips. For now, scaling in on dips with clear risk levels makes more sense than chasing.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@aletir99 No worries at all timing in this market is everything, and there are always fresh setups coming. $IQE still has legs, and staying plugged in now positions you well for what’s next.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@Iannn_nY the surprise element for Hood retails is still very much alive. $IQE has been building quietly, and the setup suggests more upside potential once the broader pressure eases. Retail often gets caught off-guard during these rotations.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@aleabitoreddit If the momentum and adoption continue building like this, hitting $2T first feels increasingly realistic. The market is rewarding real utility and community strength.
Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@NicoRicci01 If the momentum and adoption continue building like this, hitting $2T first feels increasingly realistic. The market is rewarding real utility and community strength.
Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Ur welcome with $IQE

[Patrick Schneider @PatrickSch15]

@Tatted_Jass why this matters once strategic capacity is gone, rebuilding it is far more expensive than maintaining it. Domestic photonics isn’t just an investment theme, it’s an infrastructure decision with long-term consequences. Serenity did mention it on his Telegram channel

[Patrick Schneider @PatrickSch15]

@fynnvestor Exactly that’s how long-term capital usually approaches these setups. When price dips but the strategic relevance actually improves, it’s less about timing perfection and more about exposure. Serenity did mention it on his Telegram channel