$NBIS This is exactly why I never short stocks.
Jeremy’s thesis may ultimately prove to be correct, but he could still end up a much poorer man before that thesis plays out.
If he was short NBIS from $207 and it moved to $240, that’s a gain of about 15.9% for the stock. For someone using a 2x inverse/leveraged short position, that would translate to roughly a 31.8% loss (before considering compounding effects, borrowing costs, and other factors).
The market can remain irrational longer than a short seller can remain solvent.
In my view, there are far better ways to do deep research and make money from great ideas than trying to profit from shorting stocks.
All the best, pal.
Inflection event was built around a very simple purpose: tell what we do to those who care.
I’d even say Reflection would have been a better name:)
The run is so fast that sometimes you need to take time not to announce something new, but to reflect on WHY and WHAT we are.
@SakakiIsCute I'd hedge that a criminal history is shared by damn near every person who somehow had time to go stand outside of a courtroom during working hours, to yell and record each other.
Race/ethnicity aside, that group almost suredly has more charges than any other pocket of America 🤣
@krassenstein@GuntherEagleman Brian, regardless of the shit that others say on this app- know that you rank uniquely among the dumbest.
I genuinely don't know how you've managed to masquerade confidence over the years... impressive.
I enjoy a white vs black court case as much as the next guy..
Get to walk in the gym and argue self defense laws with Chris Curtis.
But let me tell you Karmelo Anthony has absolutely zero defense for stabbing a kid in the heart
This ain't the one.. stop..
@CarsonTalkMoney There's always a bigger fish- anyone kicking down should head over the the HYPE leaderboards & humble themselves. I personally know people whose NW comfortably fluctuates 2-300k every other minute(!) during market hours.
Ignore & keep investments within your OWN tolerance level.
There has been a lot of commotion in the photonics world after a SemiAnalysis report claimed CPO was delayed. This had a direct impact on photonics-related stocks: $LITE $AAOI $COHR $MRVL $TSEM
First, you have NVIDIA pushing back on it.
Gilad Shainer, SVP of Networking, addressed the delay claims during GTC/Computex in Taipei -- confirming Spectrum-X Ethernet CPO switches remain on track for mass production and customer deliveries in H2 2026. He also revealed NVIDIA has already begun shipping the Spectrum-X CPO switch (developed with TSMC) to select partners, with throughput up to 400 Tbps and production capacity expected to increase through the second half of the year.
Then you have Lumentum, one of the most important photonics companies.
CEO Michael Hurlston made the case that optical scale-up is a generational opportunity -- bigger than scale-out. He framed it as a fourth growth driver and a "generational game-changer," with first scale-up CPO shipments expected by late 2027, replacing longer copper connections inside data centers.
Mizuho projects CPO penetration growing from ~4% in 2026 to ~30% by 2029 -- a 153% CAGR over that window -- with a 3x intensity increase vs. current scale-out and a major inflection expected in 2028.
I'd rather bet on the companies making the moves than the analysts drawing their own conclusions.
Bullish photonics, I don’t believe in this FUD.
You do realize one day you’ll die, and none of these numbers on the screen you’re panicking about will matter right?
Live your life.
Stop spending hours stressing about every single market move.
@Sandeman52@Sandeman52@ChairmansLedger These two accounts' prose tweets are significantly higher value than any of the ticker & TA spam that others' love to inundate the TL with... whether trading or investing, successful market participation requires that you manage your emotions.
@LSUBanditz When you're sitting in a courtroom, listening to and seeing ALL the actual evidence (not BS posted on Twitter) for hours on end, across multiple days, and are under oath, you're not going to pass a literal murder guilty verdict because of some 'collective unforeseen racism.' 🤣
@LSUBanditz To everyone pissed about this jury mix:
Besides Black, this selection includes ALL major races / ethnicities lmao. The selected Black jurors SPECIFICALLY had themselves excluded.
In the Chow trial, 5 of the 12 jurors WERE Black, and a guilty verdict was STILL swiftly passed.
@ModestyQueen19 To clarify, we've now gone from 'clearly acting in self-defense' to 'made a mistake.'
So, y'all now accept that Karmelo acted unjustly 👍
...but continue to mince your words 👎
You're an idiot to suggest that murdering a non-threatening (!) peer is a casual 'mistake.'