Sam

Interested in undervalued growth companies, resources and turnarounds

[Sam @Tradin1983]

@jimmydean197 Yep. slow burn collapse

[Sam @Tradin1983]

@retard3dinvst0r quality is the main concern. Same issue at Sivers.

[Sam @Tradin1983]

@MitchMartan98 The market view is that laser production quality may not be top-notch, that AAOI is a marginal producer and therefore most at-risk from AI spending slowdown.

[Sam @Tradin1983]

@jason_kint Europe is building alternatives, tech evolves and Europe has launch facilities in Norway & French Guiana. The Americans & Musk are not trusted at all and Europe is migrating away from American tech wherever possible

[Sam @Tradin1983]

@ClassWarefare deleveraging, smoking out of retail, questions on production quality of Indium Phosphide lasers, scaling back of AI build out, improved efficiency of AI models.

[Sam @Tradin1983]

@IainDale The blinkers are on in the media bubble. Everyone now knows what the Americans & Zionists were up to in Ukraine before the Russian invasion. Everyone has seen the Ukrainian oligarchs swanning around Monaco in their EU & UK funded Ferraris. It couldn't be hidden forever.

[Sam @Tradin1983]

@triffic_stuff_ LBC, BBC, Sky, ITV, Guardian, Telegraph, Mail, Sun & Time are just pro-war & Zio mouthpieces these days. A sad state of affairs

[Sam @Tradin1983]

@CDInewsletter I don't want diversification. I want tier 1 cities only.

[Sam @Tradin1983]

@options_seller7 DCF value is $54. Gross margins unlikely to improve. Poor OpEx control.

[Sam @Tradin1983]

@BladeoftheS No, US AI labs and Neocloud are gone. AI as a whole will go from strength to strength

[Sam @Tradin1983]

@Liecatcher1 🤪

[Sam @Tradin1983]

@Liecatcher1 ad hominem attacks are a sign of someone who is rattled and is feeling mental pressure

[Sam @Tradin1983]

@FinanceLancelot Makes no difference if taxes are higher and spending is higher but with free state healthcare, compared to lower taxes and lower spending with private healthcare. What matters is whether there's a deficit (taxes<spending) and Debt/GDP. US, France, UK all in a mess on that metric

[Sam @Tradin1983]

@sridharfyi Not possible to renegotiate. The 1% holding exists.

[Sam @Tradin1983]

@Liecatcher1 @kennardmatt your charts are very suspect

[Sam @Tradin1983]

@kennardmatt interested to know if you have any examples of foreign news outlets reporting on Britain's involvement in the genocide?

[Sam @Tradin1983]

@ChrisCamillo It will be transformative, but the reality is that AI is getting so efficient at using compute that far fewer Nvidia chips are needed, far fewer data centres are needed and the current market caps of many AI supply chain companies and AI labs do not reflect this overcapacity

[Sam @Tradin1983]

@YahooFinance There need to be legal consequences for misleading financial statements being made about listed company

[Sam @Tradin1983]

@ireallyhateyou The zionists have no shame

[Sam @Tradin1983]

@WorkyJ @valuehurts in a 6% risk free environment, I'm not sure that valuations above 17x make sense unless growth is strong and proven.