Be SemiAnalysis:
- Post a scathing piece on CPO delays + optical company valuations, causing a crash.
Which $NVDA, analyst desks, and major optical companies refuted
- Launch an institutional photonics ETF after optical names dropped 40-60%.
What is the mechanism that goes behind the top
5000 top performing mid cap stocks in the last 20 years ?
Research the trade not the ticker
I’ve beat the market from this one principle
“One lollipop a nice taste 100 lollipops I’ll be shitting bricks”
I think I was pretty early on a lot of these Explosive stocks that ran and running in 2025-2026 Was jus running through my port ,Who wants this years list?
$APLD at 9ish $
$MU at $122ish
$wolf at $1.48
$alab at $94
$crdo at Low $90s
$VRT at 122.70
These are still high conviction
I posted this cus I’ve been seeing these names pop up a lot recently and it shows that theses do not just pop up out of nowhere being early and making money from your research will always pay then waiting for a random guy on X to say it’s going to the moon
You can see some losers too I’ll admit but that’s the game The previous names are names I still hold and will hold for 3-5 years If I had X at that time I probably would’ve posted a lot earlier then consensus does that mean..?? You should follow me maybe?