WSB

[Bradley Steveson @BradleySteveson]

$DBOXF All evidence I find suggests their next ER will be strong and the one after that and the one after that. This should be a nice multiyear earnings growth story.

[WSB @wsb_trades_]

@SimeonResearch_ fav visits so far

[Just a Dude Who Invests @DudeWhoInvests]

The SpaceX janitor right now

[naiive @naiivememe]

BlackRock when everyone panic selling

[WSB @wsb_trades_]

@SimeonResearch_ fav sector rn?

[Stock.Logging @stock_logging]

Keep your chin up, Ryan. I’m sure the next quarter will look better for you. As you wrote, temporary unrealized losses don't invalidate an investment thesis. The market is currently being irrational in many areas IMO. If your assumptions are correct, the share prices of both stocks will catch up sooner or later.

[Simeon Research @SimeonResearch_]

$LITE my biggest winner this year . Trimmed again today and now it’s on my small positions bracket, the business is quality but

A. Valuation is getting pricier
B. I tend to trim when everyone is mass pilling into a theme

Will happily scale the position again on lower levels. Quality business and arguably the in the photonics theme.

Taking more time trying to understand $SOI.PA

[WSB @wsb_trades_]

@SimeonResearch_ two qs
cash position %
fav markets you are looking for small caps

[TBPN @tbpn]

.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs."

"It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball."

"Recently in Nature, and a few other preeminent journals, especially Chinese companies, have shown you can do MatMuls [matrix multiplication] with light."

"It's actually pretty remarkable. Light goes to 100 THz. But more important than that is you can actually do 3D MatMuls, and they're O(1) in complexity," meaning they take the same amount of time no matter how big the problem is.

"More and more of the chip and entire global computer infrastructure is going photonic. And maybe the whole thing goes photonic someday. And electricity is actually the odd man out."

From his January appearance on the show.

[WSB @wsb_trades_]

@SimeonResearch_ besides ai you think this is the second biggest theme atm?

[WSB @wsb_trades_]

@SimeonResearch_ here or stack ?

[WSB @wsb_trades_]

@SimeonResearch_ I appreciate the disclaimers and that you let us know what you do with the position simeon.

[WSB @wsb_trades_]

@SimeonResearch_ available in interactive brokers ?

[Simeon Research @SimeonResearch_]

Market spoiled us last year and it is very evident as most are on complete panic mode when like most of the indexes are like 4-5% of ATH’s

Ignore Cassandra’s and doomers
Ease into new positions
Turn every rock
Don’t try to time macro events

Simple yet very effective 🙂

[WSB @wsb_trades_]

@SimeonResearch_ elite work pls do the watchlist series

[WSB @wsb_trades_]

@SimeonResearch_ are you value investing now simeon ?

[Zephyr @zephyr_z9]

"Wide Expert Parallelism with large scale up world"

Guess what's needed to increase the scale-up world size from 72 ;)

[Simeon Research @SimeonResearch_]

At the usual place! Check it out

[WSB @wsb_trades_]

@SimeonResearch_ great call on theon and ekter

[WSB @wsb_trades_]

@JimChuong how much have you made?