JT

Year 2030: $NVDA 1000$, $MU $3000, $SNDK $4500

[JT @phuturize]

I think $MU is the trade of my lifetime. Let’s go all in.

[JT @phuturize]

@TJTheWheelDeal BMNR is the worst stock I ever owned.

[JT @phuturize]

@Glitch_Trades 5% in puts. i’m protected.

[JT @phuturize]

@Dima147164

[JT @phuturize]

It’s a flex when your account is green, when $SPY is down by 0.74%. $MU $SNDK.

[JT @phuturize]

@TJTheWheelDeal I’m in the same boat with MU, MUU, SNDK and SNXX. all covered calls though, not really a bad problem to have.

[JT @phuturize]

@Banana3Stocks seriously ? 4x is crazy. 🤪

[JT @phuturize]

Gradually, then violently, they fall. $SPY

[JT @phuturize]

@BigDogBack @DarioCpx i would do SPY august puts

[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.

[Duo Nine ⚡ YCC @duonine]

Correct me if I am wrong.

STRC 12% yield = Anchor 20% yield
Selling BTC for USD to pay yield = Selling Luna for UST to pay yield
MSTR crash to zero = Luna crash to zero

Saylor's ponzi called Strategy will unravel just like Terra Luna.

[JT @phuturize]

@CoachRolfes Some dumber people will buy it from you for higher.

[JT @phuturize]

@scottmelker Why not $25,000,000,000?

[JT @phuturize]

@BigDogBack @DarioCpx A lot of Puts. A lot.

[JT @phuturize]

@palmbtcX Much lower

[JT @phuturize]

@WatcherGuru Liquidate him!

[JT @phuturize]

@WheelieInvestor It’s probably going to zero.

[JT @phuturize]

Ohh how the beautiful pendulum swings. It’s a beautiful sight to see. $SPY $MU

[Barchart @Barchart]

JUST IN 🚨: Options Traders are now the most bullish on the Stock Market in more than a decade after the total put/call ratio plunged to 0.58 🤯👀

[JT @phuturize]

@PaulGoldEagle Only CEO that’s worth listening to.

[JT @phuturize]

@saylordocs No sane people are buying.