Near term: insider lock-up (CEO, CFO, 3 board members) expires Jul 16. Watch the filings. Tight markets don't save companies with capital-structure problems, they save business models.
$SIVE, an honest mid-crisis read. The industry thesis is fine. The company questions are not. A thread on what's actually going on, what's priced in, and the one date that settles it. 🧵
The falsifiable test, Aug 6 Q2: photonics segment revenue, auditor language, and whether a single arrow on that customer map converts into a disclosed order with dollars attached. Until then it's narrative vs narrative.
@aleabitoreddit Are you not concerned about the macro condition? Interest rate will definitely hike by EOY. Wouldn’t this affect the prices of many stocks?
Half of Crypto Twitter is in a state of paralysis: 90% have lost everything due to excessive leverage, unrealistic expectations and the illusion that making money on the markets is as easy as it looks on social media.
Some swing from euphoria to anger, from the belief that they are traders to the harsh reality of a market that cuts no one any slack. When everything is rising, it’s easy to feel like a genius, but it’s during the tough times that the difference emerges between those who have a method and those who live on emotions and hopes.
Guys, this is the market. Nothing more.
These are cycles that have always repeated themselves: enthusiasm, excesses, mistakes, capitulation and then a slow recovery. It is the norm in this sector.
And that is precisely why only a small percentage of people actually make money in the long term. Not because they have special powers, but because they have learnt to survive the toughest phases, to manage risk, to control their emotions and to keep a clear head when everyone else is losing theirs.
The markets do not reward dreamers; they reward those who persevere.
And that is precisely why I continue to love them: every day they test one’s discipline, character and ability to adapt. In the end, the market always gives everyone their just deserts.
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