Chase

Caffeine addict. 2022 Bear market survivor.

[Babyfolio @babyfolio]

Hope everyone realizes, there is not one single opportunity in the market.

If you missed one, it's fine, there's always gonna be the next one, don't beat yourself over it.

I missed many, found many, but the fact is you only need to find very few to make it big.

Just make sure that when you find the next one, make it big and don't size like a "little bitch".

[Chase @dankdrankkz]

@aleabitoreddit Serenity are u being fr

[Chase @dankdrankkz]

@RJCcapital Smarter trading 🤠

[Chase @dankdrankkz]

@insane_analyst Right hahaha. I hate when they think cpo is that

[Chase @dankdrankkz]

Mentally im short memory because financially i didnt go long memory

[Chase @dankdrankkz]

@RJCcapital Where is this mythical discord

[bubble boi @bubbleboi]

This guy is probably going to destroy more value than he’s ever created and yet he’s a “billionaire.”

My price target for Cerebras is $0 & the board should claw back any shares he sold or money he earns as CEO.

[Chase @dankdrankkz]

@babyfolio Great point and while the memory play makes sense, its still hard for me psychologically to buy into

[Chase @dankdrankkz]

@crux_capital_ You are the man. Thanks for your work 🙏

[Gaetano @crux_capital_]

If you are interested in $NOK

And want to explore an angle you might not have heard

Bookmark + Read this when you get a chance!

Full article, no paywall

[Chase @dankdrankkz]

@RJCcapital Never sell winners until they’re done winning

[Chase @dankdrankkz]

@michaelsikand Baker is the goat

[Chase @dankdrankkz]

@RJCcapital rippy for the wifey

[Chase @dankdrankkz]

@RJCcapital where is this committe gathering

[Chase @dankdrankkz]

@asianinvestors Lets go!

[Chase @dankdrankkz]

@mac2flow @stocktalkweekly It won’t be a good one lol

[Athu Invests @athuinvests]

LOOKS LIKE $SIVE IS GOING TO 120 SEK

- $AMD is looking to secure InP laser supply for their CPO program, and the partnership with $GFS suggests more bullish news by August.

- Ayar Labs will also secure a major order soon. Their Wiwynn partnership and recent $NVDA announcement are huge validations.

- The $JBL earnings tomorrow could provide more details on their 1.6T program. Maybe DC buildout plans too.

- $MRVL might announce something as well soon. Celestial could deliver significant revenue contributions before H2’28. Seems a bit later than overall scenario.

The last few days show timelines compressing for CPO adoption and InP laser supply. $AMD is the biggest recent confirmation. That’s why the buzz will spread around like fire.

Enablence & $POET - These might announce a tad later.

[Chase @dankdrankkz]

@Omercheema you should short $sive to really show your conviction

[Chase @dankdrankkz]

@bubbleboi So ALAB?

[Chase @dankdrankkz]

$MTSI, $SMTC, or $MXL