Slooty Trader

[Serenity @aleabitoreddit]

CPO scale out earlier than expected:

> Foxconn: est. units register upward and optical switches shipped early to $NVDA

CPO scale up timelines from $LITE Mizuho Technology Conference today:

“The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028”

SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications.

I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028)

Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff)

Where micron went out shortly later to into enter mass production. (Triple digit return shortly after)

I think people going long on temporary bridge architectures from this incorrect report won’t be too happy.

Appreciate the buying opportunity though.

[Slooty Trader @SlootyTrader]

@arascouet @iamandyhoffman What are the terms? Is the WWD article correct?

[Adam Feuerstein ✡️ @adamfeuerstein]

I was wrong about $NVS not closing its acquisition of $MOR.

Will I also be wrong about pelabresib? TBD.

https://t.co/kaJ1g0MQcz

[Slooty Trader @SlootyTrader]

munger died

[Slooty Trader @SlootyTrader]

@dee_bosa Just curious, was it a call with just you and the cfo or were there other reporters on the call as well?

[Slooty Trader @SlootyTrader]

@JonahLupton @Pharmdca https://t.co/z5l3504h1k Wb these?

[Slooty Trader @SlootyTrader]

@JonahLupton @Pharmdca They're on sale! Must be a good sign

[Slooty Trader @SlootyTrader]

@JonahLupton @Pharmdca Nah, only heydudes

[Slooty Trader @SlootyTrader]

@buysidebio How do you know they're the filler for this drug though?

[Slooty Trader @SlootyTrader]

@Sports_bios @adamfeuerstein @biotechinvstr @Biohazard3737 Dunn's last hurrah

[Slooty Trader @SlootyTrader]

$UBER $LYFT

[Slooty Trader @SlootyTrader]

@Lebeaucarnews Were Rivian's R1T and R1S previously expected to be included?

[Slooty Trader @SlootyTrader]

@Biohazard3737 Congratulations

[Rebecca Jarvis @RebeccaJarvis]

JUST IN: New filing from prosecutors alleges #ElizabethHolmes “attempted to flee” U.S. with one-way ticket after her conviction. “Holmes booked an international flight to Mexico departing on January 26, 2022, without a scheduled return trip”

[Slooty Trader @SlootyTrader]

@BillAckman @SBF_FTX Thanks for the tip!

[Slooty Trader @SlootyTrader]

@BillAckman Thanks for the tip!

[Slooty Trader @SlootyTrader]

SBF should've limited withdrawals to 2%/mo & 5%/qtr

[Slooty Trader @SlootyTrader]

They should just close the market early today #USMNT

[Slooty Trader @SlootyTrader]

Never have I ever seen Turkey Trot Channel Checks $DECK $ONON