coffeeholic

[李德胜DavidTheRealtor @david88lee]

我刚找了一下记录，今天3:15pm的时候我都已经观察到并在Substack 付费群聊过日本加息对美股毫无影响呀. 什么叫“完全不考虑明天日元加息的影响，你就永远不能封神”。我都已经预判了美股的预判,还需要封神吗？😅

[Serenity @aleabitoreddit]

New reports that $AMD is scrambling for CW laser supply.

And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce)

Obvious CW laser beneficiaries:
- $SIVE (AMD went to GFS for CPO, Sivers reference laser level)
- $AAOI (Rosenblatt analyst checks)

Lumentum/Coherent are kinda booked out way into 2028 as well.

Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co).

Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).

I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels.

To not get bottlenecked by Nvidia.

[Jukan @jukan05]

LMAO, TrendForce just revealed the entire CoPoS supply chain lol.

[Serenity @aleabitoreddit]

Nah, Jim Cramer is like the 4th Newton’s Law.

Inverse Cramer just written into the laws of the universe.

I’ve been bullish on $RDDT since $140.

But Cramer was telling everyone to buy Reddit the entire time since Feb.

So it’s been flat.

[coffeeholic @decentiron7]

@Franktradinglog @WallStreet0Name MU呢 frank哥

[coffeeholic @decentiron7]

@StockOptions888 join

[SniperAlert @StockOptions888]

You know what

I’m restarting the $100 to $10,000 challenge.

I want everyone to have a fair shot at this.

Last time it took me about 5 days, will try to do it faster this time.

If you want to follow along, RT + comment “join” below

Going to lock comments in 24 hours

[coffeeholic @decentiron7]

@StockOptions888 $MU

[coffeeholic @decentiron7]

@kovainvest 杠杆率减到多少？

[coffeeholic @decentiron7]

@cherryPayment 是今天加仓吗

[coffeeholic @decentiron7]

@insane_analyst why?

[coffeeholic @decentiron7]

@vulturetrades 11 Flips

[coffeeholic @decentiron7]

@vulturetrades So good!! Thanks boss

[coffeeholic @decentiron7]

@vulturetrades I would like to join🙋

[coffeeholic @decentiron7]

@vulturetrades Trade

[coffeeholic @decentiron7]

@Balder13946731 等等我，收个包就来

[baobaotoshi.ethᵐᶠᵉʳ @baobaotoshi]

We just getting started ❤️
Love u mfers & gm #mfers
-@sartoshi_nft

[coffeeholic @decentiron7]

@baobaotoshi @sartoshi_nft Congratulations!

[coffeeholic @decentiron7]

@ARIKEBULART let’s go mfer

[coffeeholic @decentiron7]

@BitcoinBaddiez hello mfer