larma

investor & researcher

[larma @larmatrade]

@aleabitoreddit They need to start making chips for the market to consider buying the stock

[larma @larmatrade]

@MoodyWriter13 to some extent yes but they still have a massive monopoly over InP skyrocketing demand, hopefully some deals will be figured out like the $LITE and $COHR ones, in the coming years it will become a bigger leverage for china

[larma @larmatrade]

@aleabitoreddit @tsorfF7 They delivered exceptional earnings, beating rev by 39% and EPS GAAP by 143% despite dilution, all of that with only a 1.3M increase in expenses operating expenses, still reading through the transcript but holy shit it really is your best find, #1 InP provider by 2027

[larma @larmatrade]

@strictrope @DeepDishEnjoyer IBKR on top

[larma @larmatrade]

@MoodyWriter13 Great analysis as usual, really rare in today's community, appreciate it!

[larma @larmatrade]

@Kaizen_Investor I use @Quartr_App

[larma @larmatrade]

@aleabitoreddit Does your inital PT of 150$ still relevant ? I know the current macro situation of the market and the general sell off misrepresent most of your picks but, considering China's unsure export control situation is that still an achievable outcome ?

[larma @larmatrade]

@stan100x Okay I see, and any next swing in mind ? Admire your discipline by the way

[larma @larmatrade]

@TheICHpodcast @RJCcapital

[larma @larmatrade]

@stan100x Planning on investing your cash in this current sell off ?

[larma @larmatrade]

@RJCcapital no hate but didn't pepemoonboy also sold $HOOD (a significant part of his port) at the bottom back in january ? it still worked out for him at the end, i don't get the hate on something you don't have all the info on, like we could've said the same abt him

[larma @larmatrade]

@stan100x yeah but you didn't get margin called with this currrnt sell off ?

[larma @larmatrade]

@stan100x what ?? did you force sell or add money ?

[larma @larmatrade]

@RJCcapital pepe invest typa tweet ✌️

[larma @larmatrade]

@stan100x 100% agree i started trading l'année dernière and learnt a lot since then, patience and discipline, which are actually useful even in real life events

[larma @larmatrade]

@stan100x letsgo mais on veut tous voir l'argentine dégager

[larma @larmatrade]

@MoodyWriter13 yeah agree, never heard about plan optik but at the beginning of $SIVE he started tweeting about it at $140M MC and publicly said he bought 0.5 to 1% of the entire company so at least he discloses his equity