DonutsHunter

[𝙃𝘼𝙕𝙀𝙉𝙇𝙀𝙀 @hazenlee]

对于一个不能毁灭的优秀资产，真正应该做的是在暴跌中寻找机会，分批抄底。在狂热中找寻极端，分批逃离。这也是践行价值投资的实践。不是嘴上说说所谓的“别人贪婪我恐惧，别人恐惧我贪婪”。但知易行难，至少据我的观察，人们只会在狂热中更狂热，恐惧中更恐惧，形成一个错误的循环，因为在恐惧中恐惧所以没有优质资产，才会在贪婪中被gamma squeeze弥补自己的焦虑，而又因为高位接盘锚定的真实成本和心理锚点，又在暴跌中失去了筹码。形成错误的螺旋循环，也就是轮回。

[0xkevin (🖤 , 💙) @0xKevin00]

白毛股神 Serenity 火遍全网，到处是她的传说，但是没人讲清楚她是谁

这个人非常神秘，被称为半导体的供应链之神，年内回报率 4502%

我梳理了她所有推文和留言，整理了目前最全面的介绍

最重要的是 @aleabitoreddit 选股思路和供应链方法论全解析👇🧵

[DonutsHunter @Wayne_W2022]

@FabrizioRomano Good job Tankman, he deserves.

[DonutsHunter @Wayne_W2022]

@Shepe88 @FabrizioRomano Arsenal is a great club but has a bunch of sick, arrogant and silly fans.

[DonutsHunter @Wayne_W2022]

@realDonaldTrump you lost like a dead dog!

[DonutsHunter @Wayne_W2022]

@aleabitoreddit subscribed. thank you!

[Serenity @aleabitoreddit]

$SIVE 2025 annual report analysis.

TLDR: Extremely Bullish.

Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development.

1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers"

For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers.

"Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion)

2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years"

$LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck.

And this confirmed it, so was wondering about Win semi.

"The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand"

$SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know.

This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader.

VOLUME PRODUCTION H2 INDICATIONS (BULLISH):

3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026"

H1 is more preproduction, H2 production signaled starting with names like $POET.

4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026"

$AEVA start of volume production Q4 with $SIVE = bullish for both.

Revenue floor from LIDAR as their CPO scales.

5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing)

FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals.

Especially when you're forward looking for the 2027-2028 CPO supercycle.

But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE.

TLDR:

-> Win Semi implied capacity lock in during CW laser bottleneck
-> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion.
-> New customers for CW lasers
-> Volume production scaling starting H2 for both photonics and lidar.

[DonutsHunter @Wayne_W2022]

@ShanghaoJin 越南当年不也失败了。

[DonutsHunter @Wayne_W2022]

@ViviTechInvest @EricLDaugh 哈哈哈哈哈哈哈，你太有才了。

[DonutsHunter @Wayne_W2022]

@JRPessetti @whatever lmao.

[Tigris 会讲课教授是好老师 @tig88411109]

🏆如何实现财务自由的21条准则：
顶级商学院课件 深入浅出 初学专业兼具底层思维分享

🌟 从Netflix剧集《缉凶：炸弹客》揭秘一个令人震撼的真实故事开始：哈佛神童Ted，智商167，远超霍金，16岁即成为数学教授，却选择远离现代文明，隐居密林。从1978到1995年，他通过邮寄炸弹袭击大学教授和科技公司主管，造成3死23伤。FBI追踪17年，终于通过他在报纸上发表的3万5千字的论著《论工业社会及其未来》破案，最终将他判终身监禁。

他的动机在论著中明确深刻表明：认为工业文明对人类是一场灾难，侵蚀了人的自由，技术进步控制了社会，破坏了自然并反噬了人类社会。工业革命带来了巨大的物质财富，但也使得我们在享受文明进步的便利时，陷入消费主义和享乐主义，生活关系扭曲，心灵健康受损。

什么是真正的财务自由？真正的财务自由，不仅仅是财富的积累，更是一种更高层次的自我认知和自由的认同。我们通过以下“21条准则”，启发重新评估财务自由的真正含义，并探索如何实现超越物质的自我和自由。

#财务自由 #财富管理 #心灵健康 #自我认知

[烦恼小羊 @fannaoxiaoyang]

投资美股很简单，打开月线图，每次标普500回测前高时买入，就能跑赢90%的基金经理。

唯一要注意的，避免在经济周期尾声行动，例如今年。

耐心等待26-27年出清结束，买入享受下一轮长牛。

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[DonutsHunter @Wayne_W2022]

@pelositracker It's just a piece of cake compared to damn DJT son of bitch.

[DonutsHunter @Wayne_W2022]

@xzzzjpl 劣币驱逐良币往往很容易。现在年轻人翻墙出来看到的往往比墙内更红。

[DonutsHunter @Wayne_W2022]

@dlw20202020 金毛说话当放屁就行了。

[DonutsHunter @Wayne_W2022]

@hazenlee 牛逼！上周买了点call，把之前亏的补回来了，感谢。

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

1999 年，巴菲特解释了为什么大多数人永远无法致富。

他证明了你此刻身上就携带着一项价值 50 万美元的资产。

在你错过它之前，保存这段罕见的视频。

[DonutsHunter @Wayne_W2022]

@IamRamenPanda @grok is it true？