0xMerlin

exploring

[0xMerlin @beard219]

@aleabitoreddit Great news, and healthy fundraiser. Validates long term thesis in $SIVE

[0xMerlin @beard219]

@ParadisLabs If I have some cash sitting, should I wait to buy dips/new positions or take advantage here? Strongly feel its a good opportunity, but would love to know your thoughts. Which assets have highest upside here?

[0xMerlin @beard219]

@aleabitoreddit 10x from here achievable if they achieve what’s promised.

[0xMerlin @beard219]

@ParadisLabs Thoughts on a good price target for $AAOI?

[0xMerlin @beard219]

@aleabitoreddit Definitely helped a lot! Thanks again for all your research!

[0xMerlin @beard219]

@aleabitoreddit Thoughts on $IQE here? Good time to buy or wait more for dilution dip

[0xMerlin @beard219]

@ParadisLabs You still bullish on $LPK?

[0xMerlin @beard219]

@aleabitoreddit Any thoughts on the possible upside for $SOI? Has it been fully valued

[0xMerlin @beard219]

@aleabitoreddit @aleabitoreddit Could you disclose the CPO equivalent of $AAOI? Thanks

[0xMerlin @beard219]

@aleabitoreddit Capitalizing on the buying opportunities! Hoping for more correction on $SIVE. These days are the best time to buy

[0xMerlin @beard219]

@aleabitoreddit Makes sense, since CEO mentioned demand is massive and way higher that even 2027 capacity is sold. Super bullish for $SIVE. Thanks for your thoughts!

[0xMerlin @beard219]

@aleabitoreddit Does this also directly impact $AEHR?

[0xMerlin @beard219]

@ParadisLabs Does this change your upside goals for $IQE in 1-2 years?

[0xMerlin @beard219]

@aleabitoreddit They are investing at 0.25$ which is much lower than current price, that sounds bad?

[0xMerlin @beard219]

@aleabitoreddit $SIVE has been my best performer YTD both in terms of thesis, and returns! Thanks again!

[0xMerlin @beard219]

@aleabitoreddit @FlachtFunds My thoughts exactly! Onwards and upwards for $SIVE

[0xMerlin @beard219]

@ParadisLabs Holding up the best today $IQE, adding on weakness pays off for real bottlenecks!

[0xMerlin @beard219]

@aleabitoreddit $SIVE thesis still intact imo, do you think they will have some impact though on their timelines?

[0xMerlin @beard219]

@Ren_aramb Definitely true! With $POET, is there going to be a pullback? For someone getting a new position any advice