Kor

great time to be a calls only options player

[Kor @kourtneygans]

Happy 6-7

[Kor @kourtneygans]

@tw_crypto_ way better drone companies imo. $avav or $onds way more revenue and $umac the one that trumps son is invested in. Though honestly if one goes up they're probably all going up. Though Kevin xu is trying to time his plays perfectly. He only holds for a few days.

[Kor @kourtneygans]

@muheediva01

[Kor @kourtneygans]

@Choi_MY90 @AndrewDudum Buy low sell high

[Kor @kourtneygans]

@cloudbets_ @tw_crypto_ He cant pump multi billion dollar stocks. I dont think the dude even knows what a market cap is.

[Kor @kourtneygans]

@tw_crypto_ @MikeLongTerm Some are good long term plays but hes not a long term trader. He should be pumping stocks with under 100m cap but hes trying to pump billion dollar cap stocks which wont pump without tutes investing, which is absolutely retarded.

[Kor @kourtneygans]

@kevinxu You should pump $imsr. 1b cap nuclear play with filings with the nrc and dept of energy.

[Kor @kourtneygans]

@kevinxu Its samsara. $IOT big market cap but if they smash earnings it could be alright. Software going up and samsara is a great company. Dunno about a 3 day swing for earnings. Could be flat but with software catching a bid who knows. More of a long term hold in my opinion.

[Kor @kourtneygans]

@amrevveejnas @kevinxu Does not have earnings next week

[Kor @kourtneygans]

@dewmboom Plab report before open

[Kor @kourtneygans]

@DummyBrokelol I hope so too

[Kor @kourtneygans]

$poet
$aspi
$lunr
$hims

10x stocks in 5 years

[Kor @kourtneygans]

@devoid3d What's more bad is it can make the already inaccurate calorie expenditure number even more inaccurate so calorie counters thinking they burned X on the treadmill realistically only burned X minus a lot.

[Kor @kourtneygans]

@ironmantimholme Would absolutely love to buy an EV but none are sold with your batteries at this point in time.

[Kor @kourtneygans]

@kevinxu Hims and qs were better plays IMO

[Kor @kourtneygans]

@AddictTequila New battery that charges to 80% in 12 mins, super safe, and better energy density than anything currently in evs right now. Tim Holme, the CTO invented something incredible and people want to see it commercialized.

[Kor @kourtneygans]

@Mike__421 @kevinxu Their production line literally just became operational a few weeks ago and have backlog of 11m. I dont think its safe to call them just a research company anymore. 26 and 27 will be huge for them imo. Mvst is not it right now though. Ampx and eose are catching bids.

[Kor @kourtneygans]

@peterli34923561 Computer stock go up though

[TheValueist @TheValueist]

$PLAB Photronics: Scaling Infrastructure, Strategic Capital Expansion, and Investment Thesis.

Photronics occupies a specialized and structurally important position in the semiconductor supply chain — photomasks are a non-negotiable input for both chip and display production, and the company's technical capabilities at the high end of the market create real barriers to entry. That positioning has supported strong margins and a clean balance sheet, which are the foundations the current expansion is being built on.

2026 is a heavy capex year. The investment cycle is targeting high-end integrated circuits, regionalized manufacturing capacity, and advanced AMOLED display production — all segments with credible long-term demand drivers. The regionalization angle is particularly relevant given ongoing supply chain restructuring among major chipmakers, who are actively seeking to diversify geographic exposure. Photronics is positioned to benefit from that structural shift, but only if the new capacity comes online on schedule and customer qualifications convert into volume orders.

That conversion is the central execution risk. Capacity is not revenue — qualification cycles for photomask suppliers at advanced nodes are lengthy, and near-term order visibility is limited by the project-based nature of the business. The earnings inflection from this capex cycle is real in potential but not yet visible in the numbers, which makes the current period a trust-the-process setup rather than a show-me story.

Leadership transition adds a layer of uncertainty on top of the operational complexity. Managing a large-scale capacity expansion while simultaneously transitioning executive leadership is a difficult combination, and governance complexity — however it manifests — introduces friction at a moment when execution focus is critical.

The balance sheet provides genuine optionality. A company with strong margins and financial flexibility can absorb execution delays better than a leveraged operator, and that durability is an underappreciated aspect of the current setup. The risk is not existential — it's timing. The question is how quickly new capacity converts into earnings, and whether the market is patient enough to wait for that inflection to arrive.

[Kor @kourtneygans]

@SilentSivaQSCEO @BatteryBoy507 Jagdeep still holding 10m shares in qs tho if he was totally out he would have sold every single share.