Stock Snatcher

Looking for the best risk reward in stocks.

Probably knows more than your favourite Guru

[Stock Snatcher @StockSnatcher]

@anegronro A nice use of Claude Code, do you use the official API?

[Stock Snatcher @StockSnatcher]

@citrini Not anymore

[Serenity @aleabitoreddit]

Citibank TMT: "lasers and optical fibers are being positioned as the "next HBM."

I've been talking about lasers like $LITE / $AAOI since 2025... and architectural shifts toward CW, ahead of the current industry consensus.

And fully agree with Lightmatter/Citi.

Just for reference:

For lasers: $LITE / $SIVE / $AAOI / $COHR / $MTSI / Furukawa / Sumitomo are your better known ones.

For fiber: $GLW / Furukawa / Fujikura / Sumitomo are your more well-known exposure (obviously a lot more in the supply chain) *disclosure, personal exposure to theme

With added commentary that: "Tight supply conditions will support a scarcity premium for these assets."

We're already seeing price hikes with lasers as seen with $SIVE channel checks at CIOE 2026 Shenzhen today + $LITE commentary from earnings.

So I think the 2027–2028 photonics supercycle will look a lot like memory did in 2025–2026.

Especially as optical content/GPU-ASIC goes up significantly per Goldman Sachs revised estimates...

[Stock Snatcher @StockSnatcher]

@strictrope The rocket has started again

[Stock Snatcher @StockSnatcher]

It was YOFC, and pretty bullish after all

[Stock Snatcher @StockSnatcher]

Interested what you guys think.

Bullish or bearish chart?

Extra points if anyone can guess the company

[Stock Snatcher @StockSnatcher]

@johnkrichards Eating good today

[Stock Snatcher @StockSnatcher]

@BetterIRR IperionX

[Stock Snatcher @StockSnatcher]

@InvestifyDaily Pretty cheap on PEG and EML lasers are a bottleneck and pretty tough to scale because of the Inp shortage, this could be more severe than memory. Even the $LITE CEO is saying it.

I prefer $COHR a lot over $LITE because it’s better vertically integrated and cheaper on any metric

[Stock Snatcher @StockSnatcher]

@andrewcoye If you like $DECK you might like $CHA even more

[Stock Snatcher @StockSnatcher]

@SayNoToTrading Pretty interesting an exchange for illiquid stocks is the most illiquid name itself hahahah

[Stock Snatcher @StockSnatcher]

@SayNoToTrading I am on a German broker, it’s called Trade Republic

This is what they look like for example, pretty low cortisol during the day

[Stock Snatcher @StockSnatcher]

@SayNoToTrading Some of my Chinese stocks look like that during the day

[Stock Snatcher @StockSnatcher]

@SayNoToTrading Should have at least left the market cap or anything 😂

[Stock Snatcher @StockSnatcher]

@MikeFritzell Amogus

[Stock Snatcher @StockSnatcher]

@Vitali2rc1 @fabinulleins Was soll passieren wenn du 50€ reinwirfst, überdenk das nicht zu lange. Ich denke es ist kein schlechter Einstiegszeitpunkt

[Stock Snatcher @StockSnatcher]

@johnkrichards That’s totally fair. Just wanted to let you know in case you don’t want people to think that :)

I think the worst of the decline is over.

I compared it to Auntea Jenny (https://t.co/63LDebbI9F) a lot. It was between these two for me, and closings are very low for Chagee aswell

[Stock Snatcher @StockSnatcher]

@MikeFritzell How about now? Even more of a head scratcher right?

Well for me everything looks attractive here. Juicy 8% dividend too. I put 20% of my portfolio last week

[Stock Snatcher @StockSnatcher]

I was gone for pretty long, built https://t.co/PWmhzc3H4G

If anyone is on desktop right now would be so happy if you can check it out and give some feedback, you can see lots of data for a lot of stocks if you click on them.

Appreciate you guys!