Sora

crypto, ai infra, investing ideas & other things

[Sora @investsora]

not to bad for a college kid
thanks for giving me passion to learn @aleabitoreddit

photonics paper coming soon

[Sora @investsora]

@LIWEI_TWCapital love u liwei

most annoying and satisfying thing about speculative stocks is the draw downs. $AXTI, a stock with a much larger cap is down more in the last month than $SIVE for comparison. #notworried

[Sora @investsora]

the thesis hasn’t changed at all for $SIVE.
as easy as it is to worry, relax

get some fresh air, the only thing that changed about this stock is the price. and it’s not like it’s moving opposite of companies like $AAOI or $AXTI

nothing bearish about this stock

[Sora @investsora]

@EidolonResearch well that’s the wrong $SIVE and almost players in photonics are undervalued

[Sora @investsora]

@yc989 “no serious customers” 😭✌️😪🤔

[Sora @investsora]

$NVDA below 200? 🤑🤑🤑

[Sora @investsora]

i think the problem with photonics investors is they don’t actually realize how many partners some of these companies have, and how much money they will make from them

$SIVE $AAOI $AXTI

[Sora @investsora]

@napoleon21st u lowkey cursed it man

[Sora @investsora]

why do people like kraken robotics

[Sora @investsora]

lmao i’m not opening interactive brokers right now

[Sora @investsora]

@ParadisLabs photonics has been slammed (past week), crypto has been slammed. won’t have the funds to get into memory, don’t want to sell at a loss.

[Sora @investsora]

i wish $SIVE followed memory stocks movement

[Sora @investsora]

not to bad for a college kid
thanks for giving me passion to learn @aleabitoreddit

photonics paper coming soon

[Sora @investsora]

@Million_Sancet yea micron is a beast man, destroyed earnings.

more suprised it went up after earnings tho

[Sora @investsora]

yea i should’ve

[Sora @investsora]

long $DRAM here??

[Sora @investsora]

@RJCcapital nah we bullish FinX basketball players. don’t hate on the big kuz

[Sora @investsora]

wasn’t he just at 60k? @kevinxu is a scammer

[Kevin Xu @kevinxu]

NEW ALL IN: $OUST @ $40.55

First alerted to subs at $39.88. Currently at $42.68.

They make colored lidar tech for robotics. Literally invented it.

That means 1 sensor instead of 2. With millimeter precision.

Was down -10% today on no news so it felt like a good risk / reward balance.

This is related to my overall thesis on physical AI and how there's not that many ways to play it with public stocks.

$OUST is the infra that almost every robot or physical AI automation needs. And they seem be rapidly signing up customers.

No immediate catalyst but a good one to hold.

Credit to @jiahanjimliu for the best $OUST writeup on X: https://t.co/kW3a5ssvZQ

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As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.

Realtime alerts to subscribers. Summaries after market close to non-subscribers.

As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

[Sora @investsora]

the annoying part of going on FinX is all the shitty grifters man

[Sora @investsora]

@michael_rigoni stop grifting sive dude

i’m bullish on it, but it gets to a point

[Sora @investsora]

bought some more $SIVE here 🚀