gorinalebubu💙*⦮⦯*

✨🖤shoshoooo🌙✨

[gorinalebubu💙*⦮⦯* @ABpisceS]

Pain is temporary
^^

[gorinalebubu💙*⦮⦯* @ABpisceS]

chowei💙

[gorinalebubu💙*⦮⦯* @ABpisceS]

interesting

[Serenity @aleabitoreddit]

Feels like the only thing that hasn’t crashed…

Is memory like $MU, indexes, or large cap semis like Intel so far.

- Photonics from $AXTI to $SIVE down 40%.

- Space from $ASTS and $RKLB down 40% 1M.

- Popular AI names like $PLTR is down ~35% YTD.

- Software like $CRM down -40%.

- Bitcoin sub <60k, Ethereum sub <$16k.

Not a fun time with a hawkish fed narrative and potential rate hikes.

However this does sorta feel overshot due to margin liquidations on less liquid assets compared to mega caps.

But we’ll see what happens, usually fundamentals override liquidity shock in the longer run.

I’m still personally bullish on the AI buildout + upstream AI capex beneficiaries, but 1-2 potential rate hikes certainly don’t help.

[gorinalebubu💙*⦮⦯* @ABpisceS]

fyi 送这种车的孩子可能在中国18岁就已经开上至少是benz S级或者bmw7那样的车了
glc在我们这边不算是什么好车
谢谢你
抬走下一位🤏🏻

[elly @andrisznn]

Com todo respeito, mas eu não teria coragem de andar em um carro dado por uma chinesa

[gorinalebubu💙*⦮⦯* @ABpisceS]

@Dumont_Xi 是不是讨决嘛

[gorinalebubu💙*⦮⦯* @ABpisceS]

你要不问下正主喜欢不呢
什么酸鸡发言？
借此机会告诉你们泰国人
和外国人
中国人对别人的私生活没那么有兴趣
忙都忙死了（忙着赚钱）不然怎么送得起benz是吧？^^
找点事情做吧
再说一遍 没人想知道那些无聊的私生活在干嘛

[elly @andrisznn]

Com todo respeito, mas eu não teria coragem de andar em um carro dado por uma chinesa

[BLLU NIM 🍋 @KARINABlue_26]

260620

#카리나 #Karina #カリナ
#aespa #에스파

[gorinalebubu💙*⦮⦯* @ABpisceS]

humanity.

[gorinalebubu💙*⦮⦯* @ABpisceS]

因为太过三心二意错过了本月翻倍机会🥲

[Serenity @aleabitoreddit]

$AEHR receives follow up production order from major Silicon Photonics Customer for wafer level burn in systems.

Now up 11.29% today to $116.

Only 2 months ago it was in the $30's, good times.

[gorinalebubu💙*⦮⦯* @ABpisceS]

😙

[Karina♡ @ujiminphoria]

OBSESSED WITH KARINA’S EXPRESSION AND ATTITUDE IN THIS PART😭

[gorinalebubu💙*⦮⦯* @ABpisceS]

因为悲观
悲观者永远正确
乐观者永远前行
是真是假不是这么重要啦

[Serenity @aleabitoreddit]

Yeah... I'm not quite sure why everyone likes just throwing personal accusations.

Like "scam" or "memestock" every time I post a thesis.

Like when I bought $AXTI (still holding shares btw):

- spent the time mapping the InP substrate supply chain
- found analyst sources around market share
- tracked high purity indium pricing on SMM
- modeled game theory around bottleneck hikes/supply shocks.
- tracked Gov publications like seizure of optical companies or export controls

Then just posted the idea for free, cause it's a hobby.

Everyone just threw out personal insults as it went up in price...

Just for Reuters to confirm it 7M later that InP substrates can halt the AI buildout.

I'm just sharing ideas out for free, could always be wrong, and they usually take some time to play out.

But would prefer instead if folks/media played devil's advocate on the thesis side like export controls or ASP pricing power...

Over just making up narratives or personal accusations like "memestock" or "foreign institutional team" when they lack the technical depth to understand AI supply chains.

[gorinalebubu💙*⦮⦯* @ABpisceS]

🤡🌚

[Nami₊˚⊹ ᰔ @psyuttik]

Elon Musk: Trillionaire
Bill Gates: Billionaire
Neymar: Millionaire

what are you ??

[gorinalebubu💙*⦮⦯* @ABpisceS]

打不过就加入

[gorinalebubu💙*⦮⦯* @ABpisceS]

这也是为什么必须纳进指数里的原因不是吗

[Elon Musk @elonmusk]

Interesting analysis

[gorinalebubu💙*⦮⦯* @ABpisceS]

up up up💙✨
CR：tato on rednote💙

[gorinalebubu💙*⦮⦯* @ABpisceS]

天知道看了多少遍

[𝐩𝐞𝐫𝐬𝐨𝐧𝐚🤍 @personablink]

250316 KARINA ‘UP’ SYNK: PARALLEL LINE ENCORE IN SEOUL

NOW SPICE IT UP FHJSNSN;&amp;!;!,

#카리나 #KARINA #에스파 #AESPA
#APRILFOOLSDAY

[hourly karina @hourlykrn]

OH MY GOD KARINA?!

[gorinalebubu💙*⦮⦯* @ABpisceS]

🙂‍↕️

[Not Jerome Powell @alifarhat79]

Trump: I’m attacking Iran. I’m not attacking Iran. I’m attacking Iran. I’m not attacking Iran.

Markets:

[gorinalebubu💙*⦮⦯* @ABpisceS]

interesting

[Serenity @aleabitoreddit]

Thanks, we might not see a InP substrate bottleneck yet, but we’ll likely see it when hyperscaler ASICs (TPU, Trainium, Maia, etc.) ramp up -> supply strains like memory mid-2026.

That doesn’t quite mean material providers should be valued like $LITE, but the fact that the entire future AI buildout has a single point of failure that comes from a small $600m company like $AXTI is amusing.

[gorinalebubu💙*⦮⦯* @ABpisceS]

💙

[gorinalebubu💙*⦮⦯* @ABpisceS]

i tot it wae only following physical ai part
thx to u this company was almost dead