thibtrades

A minute's success pays the failure of years

[thibtrades @julpsg09]

Seasonality

[J.P. Morgan @jpmorgan]

J.P. Morgan + SpaceX= Largest IPO

Congratulations to the @spaceX team on this milestone, we were proud to serve as a lead bookrunner on the transaction.

[thibtrades @julpsg09]

Listen. Stay patient. Get Rich.

[thibtrades @julpsg09]

@paul_k_0907 $IBM easy

[thibtrades @julpsg09]

@RiskReversal This guy is clueless and clearly missed the thesis

[thibtrades @julpsg09]

@Simply0DTE $ORCX loaded

[thibtrades @julpsg09]

@sspencer_smb You a retard

[thibtrades @julpsg09]

@smartertrader Only1SAM💪🏼

[thibtrades @julpsg09]

$MU up+5%... @smartertrader

[CMS Invests @cmsinvests]

$NVDA CEO Jensen Huang realizing he just gave himself a 2400% raise

[The Honest Trader @TheH0n3stTrader]

MFs won’t pay $6 for a coffee, but they’ll risk $5,000 on a single trade.

[Peter DiCarlo @pdicarlotrader]

The man who waits for the perfect shot dies with a full magazine

[thibtrades @julpsg09]

@kettlebrand those chips taste like burnt vegetable oil.. that ain’t normal🤢

[Nautilus Research @NautilusCap]

SPX Election cycle seasonal composite.

[Garcia @GarciaCap]

Life as a permabull right now

[Tanner @TannersTrades]

The Photonics Ecosystem: Explained

Every segment, group, and notable stock within below. you'll want to bookmark this...

UPSTREAM

- Materials: $GLW $AXTI $ALMU $LWLG
- Wafer: $TSM $GFS $TSEM $SKWT

MIDSTREAM

- Optical Components: $HIMX $LPTH $OPTX $MTSI
- Lasers & Light: $LITE $IPGP $COHR $LASR
- Transceivers: $AAOI (+ others)
- Packaging: $FN $AMKR $POET

DOWNSTREAM

- Switch & Interconnect: $AVGO $MRVL $CRDO $NVDA
- Networking: $JNPR $CIEN $CSCO $ANET
- Testing: $AEHR $ONTO $VIAV $FORM

I made this tool to help me understand the segmentation of the photonics world. I am not a photonics expert. If I missed anything, or need to move something around, let me know!

[a16z @a16z]

The semiconductor market could double by 2030

More charts: https://t.co/OgJQcBSNjy

[thibtrades @julpsg09]

@imhstacy420 @primetateHQ shut up nigger

[thibtrades @julpsg09]

@Remzztrades 650 4/17

[Alexander 𖤓 Nietzschean Vitalist @UbermenschMind]

How life feels after the 3rd espresso and the 5th cigarette somewhere in Italy

[Displacement Trades @iamdisplacement]

Jesse Livermore's Secret to Mastering
Patience in Trading

Watch this instead of scrolling