dsafsaf

[dsafsaf @dcdcwif]

@GrifterwatchYT You seem like a boomer. You probably raped someone.

[CryptoCondom @crypto_condom]

Bought call contracts for $12.50 on $ERII bc I dont believe the Iran cease fire will last.

TLDR: Any Iran escalation will affect middle eastern desalination plants....stocks related to this may see significant upside.

Risk is mispriced atm...the best exposure based on my research is via:
Energy Recovery (ERII) — Makes pressure exchangers critical to reverse osmosis efficiency. Probably the purest-play desalination equipment stock. Small-cap, so it would move the most on a demand spike.

The good part about this trade is....its trading at the absolute lows bc its an esoteric sector that is pretty esoteric and the last earnings was below expectations. Its in a demand zone on TA.

FWIW: Desalination equipment doesnt need to be hit for $ERII to reprice. Humanitarian efforts are going to need clean water if any energy infra is knocked out preventing desalination plants from operating at scale

[Asymmetric Bets @UncleAlpha007]

Photonics has had a hell of run. Took profits on $tsem today (up 75% in a month). I believe $AAOI ($200 soon) and $IQEPF ($1+) are the most undervalued in the space. Do not like $aehr as the testing business model is not for me.

$lite $cohr $mrvl $P4O $ MU $sndk

[Grafto @graftoverflow]

Crazy how fast this became my favourite robotics company

no teleop'd blackbox closed-source mannequins.
An actual open-source robot you can build at home and own.

[dsafsaf @dcdcwif]

@MikeFReichmann @JungleStocks @aleabitoreddit @fundmyfund 😂

[dsafsaf @dcdcwif]

@fundmyfund i stand by what i said fund. 😤

[KawzInvests @KawzInvests]

This supply chain has 6 stages from raw substrate to live hyperscaler network.

Every company in stages 3, 4, and 5 competes for a socket. $COHR or $LITE wins the laser. $AVGO or $NVDA wins the switch. $TSEM or TSMC wins the foundry.

Stage 2 and Stage 6 are different. They are not competing for anything. Every photonic wafer produced by every company at every foundry passes through Stage 2 before it ships. Every network built on that hardware passes through Stage 6 before it goes live.

$AEHR owns Stage 2. $VIAV owns Stage 6.

[dsafsaf @dcdcwif]

@greenmtngoblin HE STILL CRYIN' HAHAHAHAHAHAHAHA

[dsafsaf @dcdcwif]

@greenmtngoblin @elonmusk LOOK AT THIS NIGGUH CRYIN' HAHAHAHAHAHAHAHAHAHA

[dsafsaf @dcdcwif]

@greenmtngoblin @RedBananavihu @SenateAgitator @Dogwhistle1488 @WarDamnGray THIS GOOFY LITERALLY JUST REPLIED TO ME AND CLAIMS IM IN HIS REPLIES. HAHAHAHAHAHAHAAHA. GOOFY. 😜

[dsafsaf @dcdcwif]

@greenmtngoblin @RedBananavihu @SenateAgitator @Dogwhistle1488 @WarDamnGray THIS LAME IS STILL CRYING TO ME. 😂🤣

[dsafsaf @dcdcwif]

@greenmtngoblin @RedBananavihu @SenateAgitator @Dogwhistle1488 @WarDamnGray LOL LOOK AT THIS SNOWFLAKE CRYING TO ME. 🤣

[dsafsaf @dcdcwif]

@greenmtngoblin @RedBananavihu @SenateAgitator @Dogwhistle1488 @WarDamnGray LOOK AT THIS SNOWFLAKE HAVING A MENTAL BREAKDOWN. HAHAHAHHAAHA

[dsafsaf @dcdcwif]

@Janus718 @Schizointel putin lmao that's the foreign power you think he's under. HAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHAHAHAHAHHAHAHAHHA

DUMBASS

[Jason's Chips @jasonschips]

There's a small, dangerous, but potentially multibagger memory play in Taiwan called Macronix.

Macronix makes legacy NAND flash chips (eMMC) based on MLC. So basically the low-tech but durable and reliable stuff for industrial, automotive, and medical end markets. Smartphones too.

Fabs are cleanroom constrained. Samsung and hynix and Micron need their cleanrooms for HBM and DDR5 and QLC NAND. So they all quit their legacy NAND lines, scrapped the tools, and repurposed their cleanrooms. This left Macronix with a complete monopoly over this market.

Because eMMC chips are a tiny portion of the BOM of these very expensive equiments, Macronix essentially has the ability to raise prices however they want. Literal blank check.

It will be many years until we have enough cleanrooms. Until then, no one is bothering to enter this old and boring market, leaving Macronix free reign to extract profits.

[dsafsaf @dcdcwif]

@kingtutcap no, no they wont.

[dsafsaf @dcdcwif]

@kingtutcap cool itll dump 30 percent now.

[dsafsaf @dcdcwif]

@SunvMikey do you think the trump pumps ever just stop working though? it's incredible to me people are buying off trump contradicting himself from 12 hours ago.

[Zephyr @zephyr_z9]

The next bottleneck is in front of ur eyes, anon
YOFC is up 300% this year, and Furukawa Electric is up 200% this year for a reason