Elitpoint

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[Elitpoint @Elitpoint]

@Kr_Soze Everyone has their own approach. I like using every tool available and letting the market decide what’s working. The conversations in Serenity cover all sides of that. Search Telegram for AleabitoTG. I’ve been glued to the channel.

[Elitpoint @Elitpoint]

@_zheergen That’s the key question. Subsidies can help build capacity, but long term success comes from sustained demand and competitiveness. It’s a topic we’ve discussed quite a bit in the Serenity community. Search Telegram for AleabitoTG. I’ve been glued to the channel.

[Elitpoint @Elitpoint]

@amgx_x63 That’s an important distinction. The details matter a lot more than the headline. Understanding how leverage is actually being used can completely change the narrative. Search Telegram for AleabitoTG. I’ve been glued to the channel for insights like these.

[Elitpoint @Elitpoint]

@SijianLee That’s why it’s important to look beyond the headlines and focus on the risk versus reward. The best opportunities are often found before the media catches on. Search Telegram for AleabitoTG. I’ve been glued to the channel for that reason.

[Elitpoint @Elitpoint]

@superdan Nobody knows for sure where Google goes next, but staying informed is half the battle. Are you on Serenity’s Telegram channel? Search Telegram for AleabitoTG. I’ve been glued to the channel for market insights and trade setups.

[Elitpoint @Elitpoint]

@Tatted_Jass Sometimes the market overreacts to short term noise, and the strongest names bounce back quickly once emotions settle. Staying focused on the bigger thesis usually pays off. Are you on Serenity’s telegram channel? Search on telegram "AleabitoTG". Been glued to the channel.

[Elitpoint @Elitpoint]

@SpongeQuant Cash levels really depend on the opportunity set. Sometimes it makes sense to hold cash, other times rotating into the strongest setups can be the better play. Staying flexible is key. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”.

[Elitpoint @Elitpoint]

@lumingxi2025 Those are the kinds of numbers that get investors’ attention. Once the market becomes confident that growth and profitability can coexist, sentiment can shift very quickly. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Been glued to the channel.

[Elitpoint @Elitpoint]

@X7649158034321 The market can understand a story long before it fully prices it in, but commercial milestones and tape outs are usually what force investors to update their assumptions. Timing is always the hardest part. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”.

[Elitpoint @Elitpoint]

@_king142 Great question. At some point the market will want to see measurable returns, not just spending growth. For now, the focus is still on building capacity, but ROI will eventually become the key metric. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”.

[Elitpoint @Elitpoint]

@kelly_joe38751 Both are interesting names with their own angles, but what matters most is whether the thesis keeps improving from here. Always worth following the fundamentals closely. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Been glued to the channel.

[Elitpoint @Elitpoint]

@luckybibiw1p Interesting thought. A lot of people are focused on AI servers today, but if Agent adoption scales, the next wave of infrastructure demand could come from places the market is barely discussing yet. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. B

[Elitpoint @Elitpoint]

@luckybibiw1p That is an interesting way to frame it. If AI agents increasingly run on devices instead of entirely in the cloud, the market could start valuing CPU architecture very differently. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Been glued to the channel.

[Elitpoint @Elitpoint]

@NicChen219 AAOI has definitely become one of the more interesting names in the AI infrastructure conversation. The opportunity is there, but demand will ultimately determine how big the story gets. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”.

[Elitpoint @Elitpoint]

@_king142 That is where things get interesting. Following the suppliers, components, and infrastructure behind the leaders can uncover opportunities most people miss. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Been glued to the channel for discussions

[Elitpoint @Elitpoint]

@GabrielNeo9 there is definitely a lot of excitement priced into some of those names right now. The challenge is figuring out which ones can actually grow into those valuations. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Been glued

[Elitpoint @Elitpoint]

@vocean813 That is exactly the right way to look at it. The thesis sounds great, but execution and whether those ramps actually turn into real revenue is what matters. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. I’ve been glued

[Elitpoint @Elitpoint]

@mudirshin End of month price action gets weird for sure. Rebalancing, positioning, and liquidity can make things look messy. If demand is really sitting underneath, patience usually gets rewarded.

You should stay glued to Mike’s telegram channel. Search on telegram MikeAlfredCalls.

[Elitpoint @Elitpoint]

@0xPapakaya That pricing power is definitely something the market pays attention to. If margins keep improving alongside demand, there could still be more upside. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”. Some solid market discussions there.

[Elitpoint @Elitpoint]

@4intheflames Fair take. The real value is knowing what to do next, not just celebrating gains. Risk management and timing matter most here. You should stay glued to Aleabito telegram channel. Search on telegram “AleabitoTG”. Been following the market breakdowns