Rectangular Sphere

[Rectangular Sphere @rectanglesphere]

“The secret is here in the present. If you pay attention to the present, you can improve upon it. And, if you improve the present, what comes later will also be better.”

-Paulo Coelho, The Alchemist

[Rectangular Sphere @rectanglesphere]

@pequityresearch Paywalled from what? Your subscription? Seems suspicious that you are the only one reporting this but if you can clarify, please do.

https://t.co/EOQvyA6phG

[Rectangular Sphere @rectanglesphere]

@pequityresearch Copy. Thank you for your time, have a great night (or day depending on where in the world you are)

[Rectangular Sphere @rectanglesphere]

Thank you, I appreciate the feedback. Understood on your opinion of management, however how plausible do you find the theory of passive alignment >active alignment and that it is a platform that can be used through all three cycles of pluggables, NPO and CPO without a complete rebuild each time?

[Rectangular Sphere @rectanglesphere]

@mattfrieda88846 @Kaizen_Investor $GEV is just a beast. Backlogged for the next three years and key manufacturer of transformers, which Elon himself has repeatedly said there is a shortage of.

I’d throw $VRT in too.

[Rectangular Sphere @rectanglesphere]

@damnang2 Very tactical move by NVDA dropping all the Vera Rubin stuff the day before AMD conference

[Rectangular Sphere @rectanglesphere]

@BullTheoryio This is why I sold my Kioxia shares a few weeks ago around 55…Japan is a mess right now

[Rectangular Sphere @rectanglesphere]

@Kaizen_Investor Ok cool thank you. I’m already invested so no rush, but I value your insight. Sound like you’ve got plenty on your plate right now

[Rectangular Sphere @rectanglesphere]

@Kaizen_Investor GEV

[Rectangular Sphere @rectanglesphere]

@CNBC Wonder what a performance review would be like for Cramer? I suppose it would have to be ratings based and not returns based in order for him to have kept that job for so long

[Rectangular Sphere @rectanglesphere]

Well, Siver me timbers 🙂
$SIVE $SIVEF

[Rectangular Sphere @rectanglesphere]

@WSJ I’m so glad that 80 year olds are the ones making decisions for the future they won’t be a part of.

[Rectangular Sphere @rectanglesphere]

I keep coming back to this two year chart… $POET looks ready to explode.

[Rectangular Sphere @rectanglesphere]

@Kaizen_Investor But doesn’t LUNR’s acquisition of Lanteris Space systems put them into the LEO market?

They got selected by L3Harris in the SDA Tranche 3 to support the space architecture tracking layer.

[Rectangular Sphere @rectanglesphere]

@TW_trades_ One green day and this shit is back. I guess now it’s easier to know who to mute

[Rectangular Sphere @rectanglesphere]

@pequityresearch Hmm…if only there was something out there that cut the amount of lasers needed in half…

$POET

[Rectangular Sphere @rectanglesphere]

@Kalshi He said not to buy the S&P. Big difference.

Gambling websites providing news now…what a world