ComePearlCapital

Optimists build the world.

[ComePearlCapital @Ze5r_]

@cherryPayment @aleabitoreddit 我挂了19sek没买到。再等等了，其实感觉还会跌的。

[ComePearlCapital @Ze5r_]

@cherryPayment @aleabitoreddit serenity还持有的，最新的消息来看

[ComePearlCapital @Ze5r_]

@traderxiaoxia 梁文锋的表态本质上是DeepSeek式的聚焦策略，而不是一个已被证明的科学定论。

[ComePearlCapital @Ze5r_]

@henghaer123 我觉得未来数据中心跟边缘计算也不是零和，而是长期混合存在，因为总量是在不断上升的。大训练大推理还得靠数据中心。

[ComePearlCapital @Ze5r_]

@ElpidaLymp33598 @aleabitoreddit Finding the positives from the ER doesn't mean she needs to 100% agree on everything from the management, especially after the CEO stepped out again and showed some "misalignment"

[ComePearlCapital @Ze5r_]

@aleabitoreddit perhaps could be an idea - as a major shareholder with more than 1M+ shares, you could represent us and directly write to the management team?
It seems like whoever managing the X account from @SiversSemicond really don't give a fXXk what we are focusing on.

[ComePearlCapital @Ze5r_]

@aleabitoreddit @SiversSemicond perhaps helpful for the team to take a look at.

[ComePearlCapital @Ze5r_]

@theapplecycle Will they launch a new iMac?

[ComePearlCapital @Ze5r_]

Our beloved @aleabitoreddit seems VERY confident in $SIVE 👀, and I bet Serenity was wishing she could just buy the whole company.
But why did she delete this post almost immediately? Could it be that this “$5B hedge fund” is actually a secret project she’s working on..?😛

[ComePearlCapital @Ze5r_]

@henghaer123 我只是把你摆在桌子上的思念念出来而已。

[ComePearlCapital @Ze5r_]

@ren_stocks Can I get your other 9 names out of the top 10 long holds into 2030 list?!

[Serenity @aleabitoreddit]

I know everyone’s watching $NVDA earnings right now…

But did you know Landmark signed a 4 year CW agreement with US customer to ensure “sufficient supply”?

So now you have:

- $LITE (capacity gone)
- $COHR (capacity gone)
- Landmark (capacity committed)
- $AAOI (capacity for transceivers)
- $MTSI (not online)
- $SMTC (limited)

I remember saying earlier this year CW lasers would be the next optical shift and heavily bottlenecked by Nvidia?

So fun watching this play out, with players signing LTAs already to 2030 (signaling less availability for other players).

Implications for $SIVE / Win Semi are very material as one of the few remaining CW merchant suppliers with capacity (+ CPO-grade lasers).

Let’s see how they execute.

[ComePearlCapital @Ze5r_]

@cherryPayment mark哥绝对是中文finX区宝藏！！！！

[ComePearlCapital @Ze5r_]

@traderxiaoxia 美团毫无防守姿势可言啊，科技跌它也跌，消费跌它也跌，港股跌它也跌，防守何在

[ComePearlCapital @Ze5r_]

@henghaer123 不用解释，确实放手一搏是对的哈哈哈

[ComePearlCapital @Ze5r_]

@cherryPayment mark哥不知道方不方便透露你的最大仓位放在哪些公司上？方便粉丝们学习，当然我们会注意DYODD

[ComePearlCapital @Ze5r_]

@aleabitoreddit Saw $SIVE play out in 2027 or even become a $1T company in 2030

[ComePearlCapital @Ze5r_]

@Million_Sancet I believe you!