Mac 🐺

Follow to learn trading • no paid group/no paid services

[Mac 🐺 @MacnBTC]

https://t.co/8anfNigQv5

[Mac 🐺 @MacnBTC]

@aleabitoreddit hate always comes from below

[Mac 🐺 @MacnBTC]

honestly so crazy if u think about it

[Paradis Labs @ParadisLabs]

Do you understand how cheap memory stocks are?

$SNDK, $MU, SK Hynix and Samsung: all under 8x 2027 P/E.

Throw Kioxia & Nanya in there too.

Then you've got $NVDA CEO Jensen Huang saying that the memory shortage will persist for "several years."

This is probably the most fool-proof trade globally rn.

(NFA, DYOR)

[Mac 🐺 @MacnBTC]

@bearlyai skill issue

[Mac 🐺 @MacnBTC]

@Trader_XO most people trade for dopamine. It’s just gambling with charts.

If you have an addictive personality, smoking, snus, drugs, alcohol, you’ll probably blow up.

imo money comes after 5+ years of doing this when the dopamine stops

[Mac 🐺 @MacnBTC]

@citrini @Rewkang huge

[Mac 🐺 @MacnBTC]

@Trader_XO insane play bro gg

[Mac 🐺 @MacnBTC]

still a lil bit to go $SOL

[Mac 🐺 @MacnBTC]

$60 this or next month

[Mac 🐺 @MacnBTC]

the flippening

[Mac 🐺 @MacnBTC]

@Trader_XO Its time to hop over to stocks bro

[Mac 🐺 @MacnBTC]

@blknoiz06 sol $75
hype $72

the flippening

[Serenity @aleabitoreddit]

GUESS WHAT ANON?

After today’s new news with Ayar joining Nvidia NVLink fusion.

$SIVE is now the laser source for likely:

The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners.

From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO).

This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains.

-> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell.
-> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping.

And… Guess what else?

Then they all happen to use GlobalFoundries.

Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday).

Supply chain mapping all starting to make sense now anon?

Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top.

Algorithms completely miss this type of image based mapping.

After this announcement, I personally think current valuations are very undervalued:

Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.

[Andrew Kang @Rewkang]

First Podcast Appearance in 5 years

Building a Robotics focused investment firm has been one of the most fascinating experiences of my life

Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry

[Mac 🐺 @MacnBTC]

@whos_wac https://t.co/CAlTTtix6Y

not much has changed since this stock, picked up some $NOK, $HIMX, $WYFI, $NBIS rest just holding

[Mac 🐺 @MacnBTC]

https://t.co/aDpePQyX4j

[Mac 🐺 @MacnBTC]

off-ramp is taking some time hope to be done end of the year, plan is to leave 5% or so of NW in crypto and fully focus on equities

it's time to move to the big league fam

[Degen guy @degenbross]

@MacnBTC @MacnBTC has pivoted to stocks

[Mac 🐺 @MacnBTC]

@lockin_500 onto next one, never be sad for taking profit

[Mac 🐺 @MacnBTC]

$MRVL +25% pre market, if you still in congrats and not a bad place to TP some of this imo basically up +75% since post

[Mac 🐺 @MacnBTC]

crypto still dead af meanwhile stocks so parabolic there are no levels left to draw technicals from

[Mac 🐺 @MacnBTC]

$SIVE MASSIVE NEWS TODAY, ABOUT TO HIT 100 SEK

THATS +950% SINCE I FIRST POSTED ABOUT IT, ALL CREDIT TO @aleabitoreddit

your next private jet trip on me brother

[Mac 🐺 @MacnBTC]

man $SIVE new ath and looking fantastic 100 SEK inc

[Mac 🐺 @MacnBTC]

@aleabitoreddit $SIVE

[Mac 🐺 @MacnBTC]

@blknoiz06 yes sir

[Mac 🐺 @MacnBTC]

$60 this or next month

[DEGEN NEWS @DegenerateNews]

NEW: $SOL PRINTS 8 STRAIGHT MONTHLY RED CANDLES