TS10

Private Fund Manager | Managing my Portfolio | Stocks • BTC • Real Estate | Building TS10 Quant Systems

[TS10 @SamsTi09]

Got 22 shares of $SPCX via HL. Let’s see how markets open in 3 mins.

[TS10 @SamsTi09]

@2147mill Delta is good too

[TS10 @SamsTi09]

One of the most underrated FTSE stock is £BA, BAE SYSTEMS

[TS10 @SamsTi09]

@2147mill This is so unbelievable, glad I was in so early , already 6x 😊

[TS10 @SamsTi09]

$SIVE this is unreal.

[TS10 @SamsTi09]

@2147mill If you have high growth stocks it’s doable.

[TS10 @SamsTi09]

Wait few days $CBRS will drop down below $80. Don’t fomo at ipo.

[TS10 @SamsTi09]

Very sad news coming from Brighton, The bodies of three women have been recovered from the sea in Brighton.

[TS10 @SamsTi09]

Wtf wrong with $MU 🤦‍♂️

[TS10 @SamsTi09]

@2147mill Will probably take profit soon

[TS10 @SamsTi09]

@2147mill I am already 4x on this one

[TS10 @SamsTi09]

SubQ just dropped efficient AI that handles 12M tokens cheaply.
Some panic: “Fewer GPUs needed = bad for $NVDA or $AMD
Reality: SubQ is renting fleets of Blackwell GPUs right now. Cheaper AI = more usage, bigger projects, exploding demand.
Like efficient engines → everyone drives more. Long-term win for semis. Efficiency grows the pie, doesn’t shrink it.

[TS10 @SamsTi09]

What’s your 5 most favourite UK stock?
Mine:
$BAES ( BAE SYSTEM)
$AZN
£TCAPI
£MKS
£IQE
£GHH

What’s yours?

[TS10 @SamsTi09]

$FN had a great earning last night still stock is down by 10% another buy the dip opportunity.

[TS10 @SamsTi09]

@EndicottInvests This Mike guy and his “Mark my word”

[TS10 @SamsTi09]

@Falcon0nX Lets connect

[TS10 @SamsTi09]

$POET Technologies announced the cancellation of ALL purchase orders from Celestial AI $CLS which was acquired by Marvell Semiconductor. Marvell $MRVL provided written notice on April 23 cancelling everything — including the initial production units first announced back in April 2023.
POET is almost down by 40%.

[TS10 @SamsTi09]

$POET is 50% up since 😊

[TS10 @SamsTi09]

$POET This tiny photonics stock could absolutely EXPLODE in the AI data center boom!
$POET is solving one of AI’s biggest bottlenecks: moving massive amounts of data between thousands of GPUs. Old copper just can’t keep up — too much power, too much heat. POET’s Optical Interposer platform uses light-based tech for faster, cooler, more efficient connectivity.
Momentum is building fast:
• Targeting over 30,000 unit shipments in 2026, with high-volume production ramping in Q2
• Massive $430 million cash runway (multi-year funding secured)
• Fresh strategic partnerships with Lessengers (1.6T 2xDR4 transceiver for AI clusters — samples Q2 2026) and LITEON (next-gen optical modules for hyperscale data centers — prototypes late 2026, volume 2027)
With AI spending still exploding, POET looks positioned for serious growth. High risk, high reward — but the setup is getting very interesting.

[TS10 @SamsTi09]

@alexcompounds From Essex ,

[TS10 @SamsTi09]

What a way to start the day as a long-term $CRDO holder!

Credo agreed to acquire DustPhotonics , a leader in Silicon Photonics PIC technology for $750M cash + stock (with potential earnouts).

This move creates a fully vertically integrated connectivity stack (SerDes + DSP + Silicon Photonics) for next-gen AI data centers and hyperscale networks.

Stock popping nearly 20% pre-market feels validating after holding through the journey! Expecting this to be highly accretive to earnings in FY2027.

Still super bullish on $CRDO position in the AI infrastructure boom.