Velocity Assets

Making money is easy when you focus on compounding exceptional assets. Growth stock enthusiast.

[Velocity Assets @VelocityAssets]

Weekly Update - Main “10x Assets” Portfolio

Last 5 Years Total Portfolio Gain: +1,000%
I’ve already ridden the massive waves of picks like $NVDA, $AMD, $AVGO and $APLD. If you missed those, you weren’t paying attention to the right signals.

Current Portfolio Heavy Hitters:
🚀 $IQE → +137.5%
🚀 $SIVE → +77.3%
🚀 $LWLG → +41.1%
🚀 $LUNR → +25.6%

Yes, positions like $SERV, $SMR, and $HIMS are red right now. That’s the game. These are high-conviction, 3-5 year plays, not desperate day trades.

I’m building this in public to show you how simple it is to achieve life-changing returns when you master your emotions. Apply Stoic indifference to the market; ignore the noise, follow the growth.

I additionally have a Small “100x Assets” Portfolio - Pure Fire.

My Main Portfolio is shooting for 10x picks. My Smaller Portfolio for 100x ones.

Current Main Portfolio attached in the image. High-conviction, asymmetric setups for maximum growth.

Follow @VelocityAssets to stay ahead of everyone. Best wishes!

#Investing #GrowthStocks #Compounding #Wealth #NVIDIA #100x

[Velocity Assets @VelocityAssets]

Quick Take: $AAOI Big Expansion Is Bullish for $IQE, $SIVE, $LWLG & $POET

Applied Optoelectronics just announced a major capacity expansion in Houston to meet surging demand for 800G/1.6T AI optics.

As a professional investor, I see this as a strong tailwind for the entire photonics supply chain. AAOI’s hyperscaler orders validate explosive demand that directly benefits upstream players:
• $IQE (epi wafers)
• $SIVE (laser chips)
• $LWLG (polymer modulators)
• $POET (photonic engines)

When the leader scales aggressively, the whole sector gains credibility and momentum.

AI optics bottleneck is real — and it’s being solved fast.

Bullish on the group.

Thoughts?

#AIPhotonics #AAOI

[Paradis Labs @ParadisLabs]

$AAOI are expanding - adding 388,000 sq. ft of manufacturing capacity:

This is more bullish news.

Effectively removing the capacity ceiling that has always limited their ability to compete for the largest hyperscale contracts.

Putting 2+2 together, I'll be expecting more news soon that they've won new hyperscaler deals to actually fill out that new capacity.

CEO said:

“We are focused on ensuring every critical function - from supply chain....to quality and reliability....is positioned to scale rapidly to meet demand."

Directly addressing prior execution downfalls is always a very positive signal toward competent management teams.

Just need to see if they can actually deliver now.

[Velocity Assets @VelocityAssets]

Dear followers, I’m LONG $LPKF (+105.7% LM) and $OPTX (+51.0% LM) in my Small 100x Portfolio.

Laser tech + photonics are exploding right now:

—> $LPKF (MC ~320M USD) LIDE glass etching is perfectly positioned for advanced semiconductor packaging and glass substrates that AI chips desperately need for next-gen computing.

—> $OPTX (MC ~410M USD) is scaling fast in high-performance AI optics and defense. If the AI hardware boom keeps going, these could easily be the next +10x plays.

High conviction! Both ridiculously undervalued.

Follow @VelocityAssets to stay ahead!

[Velocity Assets @VelocityAssets]

@ParadisLabs Have just dropped my simplified thesis on $IQE! New to X! I will be up 30x on this stock some day…
Generational wealth creation opportunity.

https://t.co/fLA0iMjUj6

[Velocity Assets @VelocityAssets]

Short Thesis: Why $IQE is exploding (and why it can still +10x)

Dear followers, $IQE is the critical upstream supplier of InP/GaAs epiwafers that power next-gen photonics for AI data centers.

No epiwafers = no high-speed lasers or modulators = NVIDIA’s CPO (Co-Packaged Optics) doesn’t happen. Photonics is now the real bottleneck after copper maxed out.

Why it’s ripping higher right now:
—> Explosive AI-driven demand for optical interconnects
—> 100+ MOCVD reactors — by far the largest merchant capacity on the planet
—> Multi-year supply deal with Lumentum (one of NVIDIA’s two $2B CPO partners)

MC is still tiny (~£500M) while the CPO TAM explodes. The names that have already run (Lumentum, Coherent) are 10x bigger.

Bottom line: $IQE is the cheapest, highest-leverage pure-play in photonics right now, paired with $SIVE.

10x from here is realistic when the street fully prices it in. When this happens, I’ll be up 30x. Generational wealth opportunity here.

Later today — when I drop the full NVIDIA CPO Ecosystem breakdown — I’ll share 2-3 other killer picks in the same theme that haven’t run yet.

Follow this account to stay ahead of everyone! (Not financial advice — DYOR)

#Photonics #Investing #GrowthStocks

[Velocity Assets @VelocityAssets]

Short Thesis: Why $IQE is exploding (and why it can still +10x)

Dear followers, $IQE is the critical upstream supplier of InP/GaAs epiwafers that power next-gen photonics for AI data centers.

No epiwafers = no high-speed lasers or modulators = NVIDIA’s CPO (Co-Packaged Optics) doesn’t happen. Photonics is now the real bottleneck after copper maxed out.

Why it’s ripping higher right now:
—> Explosive AI-driven demand for optical interconnects
—> 100+ MOCVD reactors — by far the largest merchant capacity on the planet
—> Multi-year supply deal with Lumentum (one of NVIDIA’s two $2B CPO partners)

MC is still tiny (~£500M) while the CPO TAM explodes. The names that have already run (Lumentum, Coherent) are 10x bigger.

Bottom line: $IQE is the cheapest, highest-leverage pure-play in photonics right now, paired with $SIVE.

10x from here is realistic when the street fully prices it in. When this happens, I’ll be up 30x. Generational wealth opportunity here.

Later today — when I drop the full NVIDIA CPO Ecosystem breakdown — I’ll share 2-3 other killer picks in the same theme that haven’t run yet.

Follow this account to stay ahead of everyone! (Not financial advice — DYOR)

#Photonics #Investing #GrowthStocks

[Velocity Assets @VelocityAssets]

@aleabitoreddit This is one of my small positions!! Sitting on +1000% total gains (pinned in my profile). Will drop a Thesis including PCL later today! Best.

[Velocity Assets @VelocityAssets]

Totally agree with Mike — space is about to print serious money in 2026.
But the one I’m most convinced by, with the highest x10 upside, is $LUNR.

Main catalyst: successful IM-2 & IM-3 missions this year + fresh NASA & commercial contracts that will prove the lunar economy is real.

I’ve been long for several months and I’m still accumulating. This is the one I believe will change the most lives out of the whole list.

Who else is in $LUNR?

Follow @VelocityAssets to stay ahead!

[Mike Investing @MrMikeInvesting]

Space sector names in 2026 have the ability to make you millions…

Here are the 5 best names in the sector to buy, & their targets:

1. $FLY (Firefly Aerospace) - $65+
2. $RKLB (Rocket Lab) - $120+
3. $PL (Planet Labs) - $70+
4. $LUNR (Intuitive Machines - $45+
5. $ASTS (AST SpaceMobile) - $140+

Don’t miss your chance on these life changing opportunities.

Bookmark this for later…

[Velocity Assets @VelocityAssets]

Dear retail investors, +42.6% in a single week. Portfolio pinned in my profile.

That’s 4x the average S&P 500 annual return in just 4 trading days. This is how you actually build generational wealth—by catching the moves others miss.
Stop settling for average.

Follow @VelocityAssets to stay ahead of the curve.

Huge performance from: $SIVE, $IQE, $LUNR & $ALMU

[Serenity @aleabitoreddit]

Glad to hear it!

I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?

1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB

Not including others like $TSEM that are about to hit triple digit returns too in a month.

The amount of hate people like myself get for posting free ideas over the internet is pretty insane TBH.

Starting to make sense why people just set up $20,000 paywalls and sell info to Western institutions instead of helping out salty retail investors (especially over in Europe).

But helps me keep motivated to keep posting with these positive comments.

[Velocity Assets @VelocityAssets]

Solid foundation here, but let’s be real: some of these valuations are already priced to perfection. If you’re looking for true asymmetric upside, you have to look where the crowd isn't. I’m holding "bombs" like $SIVE, $IQE, $ALMU, and $HIMS—that’s where the real explosive growth is hiding.

Best wishes!

[The Analyst @MMatters22596]

If I had to choose 8 stocks to hold over the next 5 years, to consistently outperform the market, these would be my picks:

1. $SOFI | Fintech / Digital bank

2. $PLTR | AI based Dataplatform

3. $JD | E-commerce

4. $ZETA | AI Marketing Software

5. $NBIS | Neocloud

6. $RKLB | Rocket launches / Defense / Space

7. $XPEV | Embodied AI

8. $KRKNF | Deepsea Defense / Anduril

What would you change?

[Velocity Assets @VelocityAssets]

Totally agree the valuation looks crazy at ~$1.8B with almost no revenue, but I’m getting more bullish on $LWLG.

Their Perkinamine polymers offer real advantages in power efficiency and speed for AI photonics — exactly what data centers need.

Recent wins like the Tower Semiconductor development deal, GlobalFoundries PDK integration, and a Fortune 500 customer moving to Stage 3 show real momentum toward commercialization in 2027.

Still high risk, but the upside in this AI boom could be massive. For the moment, I am LONG.

Best wishes!

[Serenity @aleabitoreddit]

Sorry but I’m convinced $LWLG is the current $RGTI of photonics.

I have zero clue… How they’re valued at $1.8B.

Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly, and testing…

Is valued less at $1.4B?

$SIVEF, the laser source for $JBL and $MRVL was 1/3rd their valuation earlier this week?

Feels like dumb money institutions went into the wrong name off a development test agreement.

I have no open positions, just confused

[Velocity Assets @VelocityAssets]

@aleabitoreddit Check out this one! Posting my Portfolio since today.

https://t.co/hWozyQ0xdf

[Velocity Assets @VelocityAssets]

Simplified Thesis on $SIVE the “Next $LITE”

Dear followers, as my first thesis, read below the WHY I am so convinced that $SIVE is a generational wealth opportunity.

With the Nasdaq US dual listing evaluation (April 16, 2026), Sivers Semiconductors ($SIVE) — current MC ~$600M — is positioned to replicate Lumentum ($LITE, ~$59B).

Clear x10 upside: Key provider of high-power DFB lasers for hyperscale AI/data-center optical transceivers. US listing = instant visibility, liquidity, and huge capital to scale.

Market attacked: High-speed optical components & lasers (400G/800G/1.6T) for AI/ML data centers, especially External Laser Sources in Silicon Photonics and Co-Packaged Optics.

2030 estimates (attached graphs):
• Optical Transceiver Market: $22–38B (CAGR ~14–15%)
• Silicon Photonics Market: $7–9B (CAGR ~25%)

AI-driven bandwidth explosion makes this a perfect storm.

Early entry opportunity. $SIVE has the ingredients to 10x from here.

Follow @VelocityAssets to stay ahead!

#SIVE #GrowthStock #Investing #Photonics

[Velocity Assets @VelocityAssets]

Simplified Thesis on $SIVE the “Next $LITE”

Dear followers, as my first thesis, read below the WHY I am so convinced that $SIVE is a generational wealth opportunity.

With the Nasdaq US dual listing evaluation (April 16, 2026), Sivers Semiconductors ($SIVE) — current MC ~$600M — is positioned to replicate Lumentum ($LITE, ~$59B).

Clear x10 upside: Key provider of high-power DFB lasers for hyperscale AI/data-center optical transceivers. US listing = instant visibility, liquidity, and huge capital to scale.

Market attacked: High-speed optical components & lasers (400G/800G/1.6T) for AI/ML data centers, especially External Laser Sources in Silicon Photonics and Co-Packaged Optics.

2030 estimates (attached graphs):
• Optical Transceiver Market: $22–38B (CAGR ~14–15%)
• Silicon Photonics Market: $7–9B (CAGR ~25%)

AI-driven bandwidth explosion makes this a perfect storm.

Early entry opportunity. $SIVE has the ingredients to 10x from here.

Follow @VelocityAssets to stay ahead!

#SIVE #GrowthStock #Investing #Photonics

[Velocity Assets @VelocityAssets]

Headline: The mission is simple: Generational Wealth.

I’m finally bringing my thesis to X. We are here to hunt for alpha and build something massive together.

Current stance? Ultra-Bullish. I am officially LONG on my entire portfolio. Conviction isn't just a word; it's the strategy.

Additional HOT pick from the Smaller Portfolio:
• $ALMU – The fundamentals are screaming.
• $ALRIB – High-conviction play with massive upside.
• $SHT – The sleeper hit nobody is talking about yet.

I’m not here to just post charts; I’m here to see every single one of my followers get paid. The ship is leaving the harbor.
Buckle up. Let’s get rich.

Follow @VelocityAssets to stay ahead!