ParedsI Lods

[ParedsI Lods @clairdeluneks1]

@ParadisLabs I’M GOING HEAVY TODAY🚨

My Transactions!!!

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[ParedsI Lods @clairdeluneks1]

$ROKU - FOX 与 ROKU 就每股 160 美元的出售协议达成一致 🎩

[ParedsI Lods @clairdeluneks1]

$SPCX - SpaceX 因财报表现超出预期而股价飙升 7% 🦃

[ParedsI Lods @clairdeluneks1]

$SPCX - SpaceX 股份因扩大欧洲 Starlink 业务协议而上涨 9% 🦪

[ParedsI Lods @clairdeluneks1]

$SPCX - SpaceX 股票因历史性的载人任务而大幅飙升 🐬

[ParedsI Lods @clairdeluneks1]

$ROKU - 在福克斯宣布以 160 美元收购后，ROKU 股价飙升 📞

[ParedsI Lods @clairdeluneks1]

$SPY - 随着数十亿正伽马值的注入，$SPY 正处于挤压模式 🩸

[Serenity @aleabitoreddit]

Just as a recap, these were all my core European longs:

1. $SIVE
2. $LPK
3. $SOI
4. $RPI
5. $IQE
6. $ALRIB
7. $XFAB

Sivers: As you know by now, core laser chokepoint over next generation photonics, from 1.6T pluggables to CPO.

Embedded in many hyperscaler suppliers from Jabil to Ayar. Should go brrr 2027 but markets are forward looking, so ramps + qualifications should get priced in now.

LPK Laser - Glass core substrate "monopoly" with LIDE.

"More than 80% of major global players have selected our equipment for process validation, learning and scaling to mass production"

Soitec - Silicon photonics SoI substrate pure monopoly while coming out of legacy drag segments.

Raspberry Pi - Was my fun idea around Raspberry Pis being used for AI hardware deployments.

Previously this thing was mainly educational or hobby boards, but now used for edge/local AI. Just thought revenue increase would be extremely material and it played out well.

IQE - Critical epiwafer player for your Western photonics like Macom, Tower, Lumentum, and others.

Was kinda going under, but thought their latent capacity relative to Landmark was undervalued.

Also given how important it was, I thought that your downstream players + Govs wouldn't let it go under, so it was more of a moonshot idea earlier in the year.

Lot more derisked now, very important.

Riber - Kinda monopoly in the MBE space, exposure to Quantum / quantum dot + silicon photonics.

Found out from OSINT help from a friend latentvalue that Microsoft Quantum was buying their machines, so this was direct hyperscaler validation + kinda de-risked at current MCs.

XFab - SiC foundry backed by EU/US CHIPS Act with power semi upside. (152% Y/Y growth for their sic vertical).

Main growth was their silicon photonics foundry past 2027 that's getting evaled by nvidia. And that they're leading Europe's value chain efforts in photonics, kinda like an early tower semi.

We'll see how this plays out, thought power semi exposure + low P/B would derisk the company until they scale their photbunchonics efforts.

From my own personal thoughts:

Out of the maybe $SOI has already been re-rated the most? But I'm holding anyway.

$LPK and $ALRIB I think are still undervalued despite their monopolies.

$RPI is just kinda seeing how things go at this point, would be hilarious if they ended up like a mini nvidia for low end edge ai.

$IQE probably has a long way to go given new tower long term agreement, alongside macom. And if they convert latent capacity, I still think it has a chance of rerating like landmark.

$XFAB idk if im missing something or are markets missing something. you have nvidia as a direct eval of their silicon photonics foundry, and it's trading below replacement P/B. i think im right though.

$SIVE I see has the highest upside out of all of them given laser company ability to vertically integrate, acquire companies downstream to make their lasers more valuable, etc. Just like coherent/lumentum.

There's like 1-2 more random ones that aren't really material, but just in general.

These are the ones I've liked the most.

[ParedsI Lods @clairdeluneks1]

$UPST is not an opportunity I’d want to overlook once the market regains its momentum 🧘

[ParedsI Lods @clairdeluneks1]

$AVGO(Broadcom) — 不建议购买

[ParedsI Lods @clairdeluneks1]

SpaceX's decision to go public signals a critical blow to market liquidity!

[Elon Musk @elonmusk]

𝕏 is strong in the east too. #1 social network of any kind in Japan.

[サッカー日本代表 🇯🇵 @jfa_samuraiblue]

🔹𝗦𝗔𝗠𝗨𝗥𝗔𝗜 𝗕𝗟𝗨𝗘🔹
【2026.6.5 練習後コメント✍️】

14 MF/FW 伊東純也(KRCゲンク🇧🇪)

#adidasFootball
#最高の景色を #サッカー日本代表

[ParedsI Lods @clairdeluneks1]

$NNE Microreactors

[ParedsI Lods @clairdeluneks1]

$NNE Nano Nuclear Energy

[福島ユナイテッドFC @fufc_staff]

【#0607琉球 戦】
＼百年構想リーグホーム最終戦！💪／

🏆明治安田J2・J3百年構想リーグ プレーオフラウンド 第2戦
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⌚️6/7 sun 14:00KO
🏟#とうほう・みんなのスタジアム

みなさまのご来場お待ちしております🙇‍♀️

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