Styrix

[Styrix @Styrix168]

@brandank_cr “every billionaire fund manager ik” aka nobody

[Styrix @Styrix168]

@regardingsemi hey thoughts on mogodb do u see it being a beat?

[Alexander Leishman 🇺🇸 @Leishman]

hilarious phishing email I just got. 10/10 execution

[Styrix @Styrix168]

@athuinvests fuck poet idk how mgmt isnt in jail +10% pre rn

[SoFire @Sofigoodboy]

Take This Short Quiz

1. 마벨은 왜 $poet 과의 모든 계약을 취소했을까요? (복수정답 가능)

a) 2023년 이후로 셀레스티얼AI와의 추가적인 진행사항은 없었어서 어차피 깨질 날짜만 남은 계약이었다.

b) 마벨이 폴라리톤 인수하면서 자체적으로 해결한다고 해서 계약이 깨진 것이다.

c) CFO가 비밀유지의무 위반해서 깨진 것이다.

Can you solve this quiz for me, $poet?

[Photon Capital @PhotonCap]

뭔가 요즘 많이 올라오네

[Athu Invests @athuinvests]

What is $POET doing?
Playing quiz with investors.
OMG! I can’t stop laughing. 😂

[SoFire @Sofigoodboy]

$POET 엑스 공식계정이 좀 전에 올렸던 글 삭제하고 다시 올림

난 캡쳐해놨지^^ ㅋㅋㅋㅋㅋ

달라진 부분은,

1. 90% of our team is based in Asia, primarily in Singapore, the globally recognized hub of computer engineering talent.

-> "Approximately"(단어 추가) 90% of our team is based in Asia, primarily in Singapore. (뒤에 문구 삭제)

2. We continue to recruit ~~~ POET has developed to address the needs of the #AI infrastructure market.

-> We continue to recruit ~~~ POET has developed. (뒤에 문구 삭제)

보니까 링크드인에 올린 글이랑 일치시키려고 다시 올린 듯 함.

근데 링크드인에 올린 글이랑 X에 올린 글이랑 다른 점은,

엑스에는, 위에 2번처럼 'POET has developed' 라고 써놨는데,

링크드인에는 'POET has 'championed''라고 써놓음.

엑스에 championed 라고 쓰면 욕 먹을까봐 다르게 썼나 ㅋㅋㅋ

$POET 지 켜 본 다 . . .

[Styrix @Styrix168]

$POET is a fucking scam
what else is there to be said
-fake empty offices
-fake ai generated job listings
-0 material revenue
-historically pivota to whatever the trend is and not delivering actual tech
-lumilens some fucking sus ass company with 0 revenue
-purposefully broke $MRVL NDA because they cant deliver

WHAT THE FUCK POET TO FUCKING ZERO

[Edge Of Power @edge_of_power]

$POET straight up played retail after getting dumped by Marvell. That Lumilens $50M "deal" is just a conditional framework. Zero upfront cash, just a promise to spend $50M if the engineering samples actually work. Announced a few days after Marvell ditched them LOL

Fine print says it all: revenue is subject to qualification, samples late 2026, production 2027. No real revenue for at least a year.

Meanwhile, Lumilens bags 2.2M shares immediately at $8.25. Absolute joke for a $2.4B market cap. Lumilens is the only one making money here.

Literally 24 hours later, POET drops a $400M direct offering with warrants at $21 🤡 The timeline is wild - get ditched by Marvell, magically find a "client" who takes cheap equity just to sign a PR, and then slam shareholders with massive dilution on the pump. Used retail as exit liquidity at the literal top 🥶

[litquidity @litcapital]

When your boy from Western New Jersey State University says he works in PE

[Styrix @Styrix168]

$POET OTM puts
$10 Strike
Exp 5 Jun
✝️

[Miles Deutscher @milesdeutscher]

This is f*cking crazy...

I don't think anyone is connecting the dots on what Elon is truly going for here.

This HAS to be out of spite for Sam Altman.

The biggest complaint about Claude for months has been poor usage limits.

Now we're getting double the rate limits, removal of peak-hour limits, and better API limits for ALL Opus models.

Just a few months ago, Elon called OpenAI "evil," and now he just removed the biggest bottleneck for OpenAI's #1 competitor.

Huge win for all Claude users and Anthropic.

[Divine @Divinsity]

are we fkn deadass?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: GameStop, $GME, CEO Ryan Cohen announces he has been suspended from eBay just 2 days after proposing a $56 billion acquisition of the company.

eBay says Cohen's account has permanently suspended for "putting the eBay community at risk."

[JustDario @DarioCpx]

$SMCI is up 18.5% in AH trading after earnings

I didn't know that cooking the books, making ~10bn$ of A/P Debt disappear, writing off A/R credit, and burning ~2.8bn of cash in 3 months could be so bullish

I took the liberty of putting Dec 25 numbers next to the ones presented

[The Coastal Journal @1CoastalJournal]

When Buffett said this market is a casino this is what he meant:

$SMCI is up over 15% on earnings that were UNAUDITED, while current earnings showed operating cash flow was NEGATIVE -$6.6B.

On top of that, AR ballooned to ~$8.4B while total liabilities surged to ~$15.9B.

[Styrix @Styrix168]

@rektober what a jealous retard @grok list leopolds achievements prior to raising 225m

[Serenity @aleabitoreddit]

TLDR of recent news + bottlenecks that go brr:

1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.

CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr.

2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and others go brr?

Photoresist bottleneck go brr?

3. Microcontroller potential bottleneck + price hikes (Arterytek/Arterychip) was weighing price hikes on AI capacity squeezes.

MCU companies potentially go brr?

4. President invoked the "Defense Production Act" this week, it included:

-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel

As "severe shortages". Stuff like $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr.

5. $GOOGL ramps new TPU servers. Google splits AI chips into training and inference TPUs.

Taiwan happy. Mediatek and others go brr?

6. Samsung, Kingston lift SSD prices by over 10%.

SSD prices keep going brrr?

7. T-glass fiberglass shortages keep getting worse? Nittobo and others keep going brrr?

8. Bromine, essential for etching circuits and flame retardancy, has surged to $12,000 per metric ton.

ICL Group in Israel apparently controls 40% of the global supply?

Not as familiar with this but questionable brrr?

9. "Epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs".

Uhh $IQE and others go brr?

10. "AI data centers hit interconnect limits, boosting optical module demand". "the bottleneck is no longer computing power alone, but how that power is connected."

Photonics from $AAOI, $LITE, $COHR, Innolight and others keep going brr? next gen from $SIVE, $POET, $MRVL, Win Semi and others go brr?

Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.

[Styrix @Styrix168]

@aaronjmars @BarbarianCap @grok true? source pls