WizCap

Just my opinions

[WizCap @pbd2k]

@colin_gladman Retatrutide?

[WizCap @pbd2k]

@schmosby_xbt No originality so you gotta steal someone else’s post? 😭😭

[WizCap @pbd2k]

@801010athlete home made syrup for iced drinks as well :)

[WizCap @pbd2k]

@rahmbotrades Actually wild lol

[Paradis @ParadisLabs]

With $SIVE, you're paying EXTREMELY premium 2027 multiples for a "what if" scenario.

That is: What if Sivers' $1.2B opportunity pipeline converts into *actual* sales by roughly H2 2027.

Whereas with $LITE, $COHR and $AAOI: you've already got revenue that's sold out, LTAs to 2028-30, shipping today, on 30-50% GMs. No "what if" needed.

So either:
1. $LITE, $COHR and even $AAOI are VERY cheap right now [5-14x 2027 sales].
2. Or Sivers is VERY expensive right now [~35x 2027 sales based on my current modelling].

I'll share a post later/this weekend for more detailed comments.

[WizCap @pbd2k]

@AndyRadak @TJTheWheelDeal You mean the calls he sold that have 30 days left? Because those are leaps with 500d lol

[WizCap @pbd2k]

@EndicottInvests @zaidaleem11 -1 = sold
+1 = bought

[WizCap @pbd2k]

@MarketWatcher97 @Golden_Ted_ care to explain what part of my comment is disingenuous?

[WizCap @pbd2k]

@Golden_Ted_ My message is - if your gonna announce when your out *during market hours* then re announce your back in because conveniently it is higher on HL- where is the merit on not announcing during market hours - if your gonna make a call in the first place?

[WizCap @pbd2k]

@Spiralout_one @balkanstocks Bro has buku money he doesn’t care lmao

[WizCap @pbd2k]

@StockMarketNerd mf swore he was gonna start a squeeze hahaha

[WizCap @pbd2k]

@RensingTrades Yes thank you Charlie munger

[WizCap @pbd2k]

@steve2bacon 😭😭

[WizCap @pbd2k]

@Ze1ooooo No free lunch

[WizCap @pbd2k]

@RJCcapital BE FREEE BE

[WizCap @pbd2k]

@NewmoonCap I think you are wrong about BE but that’s why there’s a market :)

[WizCap @pbd2k]

@NewmoonCap So every current BTC mining company that is converting to HPC - are they also the exception to your statement ?

[WizCap @pbd2k]

@Glassesman88 If my Mom had balls she would be my
Dad