17

WAGMI

[DR22 Ω 🪬🎭 @DejaRu22]

You CAN and MUIST train yourself to see every setback as the seed of greater opportunity. THIS IS A SKILL. You can PRACTICE this and get BETTER at it.

[Michael Saylor @saylor]

Taking care of ₿usiness.

[David Lisnard @davidlisnard]

Voilà

[Serenity @aleabitoreddit]

People wonder why I'm focusing on non-US markets recently.

Why? CPO is my #1 thematic long.

Markets don't know yet, the sudden paradigm shift in photonics...

I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on X....

With the actual receipts and thesis that others can't show.

CPO goes from ~$0. To $91 Billion TAM opportunity.

In the next 1 1/2 years from GS research.

While overall optical market reaches $154B.

Many players that had little exposure to the current photonics cycle at all:

-> In Europe with high-end lasers design like $SIVE or $SOI with substrates.
-> In Taiwan with Foci (3363), Nextronics (8147), Shunsin (6451) and others for optical components and foundries.
-> In Japan with laser mass production, substrates, and chemicals.

Are suddenly the new dominant players for CPO.

As for US players, there's not much exposure. But the existing ones like $LITE, $COHR still get upside from CPO as that's their new growth vector.

My contrarian thought process on current players:

Is that most of their valuation is priced in huge legacy pluggable revenue that will inevitably face cannibalization over time, so re-rating potential is less unless someone uses leverage.

A lot of these new purer play CPO names go from 0 to 100 extremely quickly one mass production starts H2 2026 for scale out (as a revenue bridge) into H2 2027 for scale up (massive growth driver).

Markets usually price things in 8-12 months ahead of time too...

I have high conviction thematically in my supply chain research despite any market volatility leading up until then.

[Babyfolio @babyfolio]

Everyone with a portfolio under $100K doesn’t realize how quickly things can compound once you start making the right decisions consistently.

A lot of people think going from $100K to $1M is impossible, but surrounding yourself with smart investors, learning from the right people on X, and staying disciplined can completely change your trajectory.

My goal is to double my portfolio by year-end while minimizing risk, and after that, the sky’s the limit, the goal post is always moving.

So far, my win rate is super high and most companies I chose were home runs.

I’m sharing the entire journey here for free (and you’re always welcome to sub if you want).

Let’s create some more millionaires here.

[DR22 Ω 🪬🎭 @DejaRu22]

It is super important to remain intellectually curious all your life

[NEET @NEETOCRACY]

Stop Caring. That’s literally all you have to do.

[soli @solisolsoli]

Porto, Portugal

[♱ @DreamlinerCo]

Triumph of Christianity, by Gustave Doré (1868)

[‎Wojak Codes @wojakcodes]

it's sad that so many of you mfers will never understand this.

[The 4Chan Archives @blacknredtext]

anonymous submission

[Bill Ackman @BillAckman]

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.

One of the best times in a long time to buy quality.

Ignore the bears.

[Become A Saint @BeSaintly]

_

[Massimo @Rainmaker1973]

The stunning beauty of an Altay sunset, Kazakhstan

[Perseus @PerseusLeGrand]

La cathédrale Notre-Dame-de-l'Assomption de Clermont est une véritable merveille.

[Ce jour-là dans l'Histoire @CeJourHistoire]

Le Sacré-Cœur n'a pas été construit pour embellir Paris.

Il a été construit pour demander pardon à Dieu.

En 1870, la France est écrasée par la Prusse. Paris est assiégée pendant 4 mois. Deux Parisiens font un vœu : si la France survit, ils bâtiront une église au sommet de la capitale.

L'Assemblée nationale vote le projet en 1873. L'architecte Paul Abadie s'inspire de Sainte-Sophie d'Istanbul. Mais le sous-sol de Montmartre est truffé de carrières. Il faut enfoncer des piliers à des dizaines de m��tres avant même de poser la première pierre.

39 ans de travaux. 6 architectes. Abadie meurt sans voir son œuvre achevée.

10 millions de Français financent la construction en achetant chacun "leur" pierre, gravée à leurs initiales.

Le Sacré-Cœur est achevé en 1914. La guerre repousse la consécration à 1919.

Et depuis le 1er août 1885, une prière n'a jamais cessé dans cette basilique. Ni pendant les deux guerres mondiales. Ni quand les bombes tombaient sur Montmartre en 1944. Jour et nuit, sans interruption, depuis 141 ans.

[GRITCULT @GRITCULT]

blackpilling and doomerism literally reduces your iq

[Jay Alto @theJayAlto]

there are cathedrals everywhere for those with the eyes to see