Wuniii

[Wuniii @Wuniii_]

#斯普拉遁3 #Splatoon3 #NintendoSwitch

[『羅小黒戦記（ロシャオヘイセンキ)』❘ BD＆DVD 7月22日(水)発売 @heicat_movie_jp]

芒种～

[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👇🧵

[Serenity @aleabitoreddit]

Only thing to look at with $SIVE earnings is forward growth.

Nobody cares about pre-development contract earnings from 2025 or last quarter, especially for qualification cycle optical players.

Having 77% growth of opportunity pipelines (revenue volume ramp projections), to $799m

In a quarter is absolutely incredible growth. And, I’d expect to see that continue compounding.

“The company continues to anticipate several volume production starts within AI data centers” (photonics/lasers).

Is also very positive and validates the thesis about volume ramp for photonics.

Now next thing to look at is earnings call transcript, once they’re indexed, which is the most important signal of what’s to come.

Overall, very positive.

[ymsk_new @yamasuke040]

スキップとローファー🌼👞

[Wuniii @Wuniii_]

@kyujsoo Interested!!!

[🍨 @snackanimals]

🐱🐱🐱

[酸梅牡蛎壳 @sadakata_michi]

x

[John Kafka @john_kafka02]

🔲▪️

[yas ☀️commissions OPEN @scythemaresh]

APT APT
#Arcane #jinx #timebomb

[Somnus☕️🥞（左右固定） @Somnus_Joy]

学园祭
#主明 #shuake

[ザリガニ @zariganihouse]

大遅刻お春節

[void/Re:era @void_ling]

#葬送のフリーレン #frierenI spent two months creating a 6-second animation

[TAOGG @Taogg_collect]

#リバース1999 #Reverse1999 #重返未来1999 #리버스1999

👉 https://t.co/K3aKwE6vak

[知也寒江 @acyantree]

正如风吹来的时候。

[MmIk @Blnag_peapond]

update😭

[MmIk @Blnag_peapond]

ngro🏂🏻

[双niarss @niarss625]

I won't forget.🌧️
#シンレナの日
#エイティシックス
#anime_86
#EightySix
#シンレナ
#pixiv #86_FA https://t.co/heULHBxMII