Joined August 2021
9,652 Photos and videos
Concerning $BTC , I still think the final bottom will be in area around 40-50k. That is a Fib retracement box, where it usually bottomed in the past. Also, my personal indicator didn't create a green dot buy signal yet, as you can see on the monthly chart bellow. Probably it will during the summer. True that some alts could make 2x in the meantime, and then retrace 50%. So at BTC's true bottom they could still be at a higher level than today. So it just depends on the game you're playing. Summer is usually slow for crypto, so I doubt we will see some some huge moves. You might simply enjoy the summer with your family and when you get back, you won't be late, believe me. Altogether, we are closer to the bottom in crypto than many think ๐Ÿค
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$CPSH is one of the more interesting small-cap names. Most investors see a tiny defense and space supplier. What I see is a company sitting at the intersection of: โ€ข Defense โ€ข Space โ€ข Advanced materials โ€ข Thermal management Their specialty is AlSiC (aluminum silicon carbide), a material used when electronics must survive extreme heat, vibration, and harsh operating environments. This isnโ€™t a company building rockets. Itโ€™s a company making critical components that help the electronics inside rockets, satellites, radars, and military systems actually work. The bull case is straightforward: Proven use in defense and space programs Relationships across major U.S. contractors Healthy balance sheet Small market cap relative to strategic importance Growing demand for high-performance thermal management The speculative upside is even more interesting. As compute density and power consumption continue to rise, thermal management becomes increasingly important across advanced electronics. Iโ€™m not claiming AI will require AlSiC. But if future architectures push thermal and mechanical limits far enough, materials already trusted in aerospace and defense could become much more relevant. Thatโ€™s the asymmetry that catches my attention. Today, $CPSH is valued like a niche materials supplier. The question is whether the market eventually starts viewing it as a strategic supplier to multiple critical industries. Worth watching closely. The best chokepoints often look insignificant before demand arrives. LT โœ๐Ÿป
$CPSH looks very strong here on weekly. Bounced from the Fib box. Riding all the trendlines. Volume is good.
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$CPSH looks very strong here on weekly. Bounced from the Fib box. Riding all the trendlines. Volume is good.
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$SPX weekly buying indicator. Just check how green dot indicator worked like a charm every single time.
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Not gonna lie guys, but crypto is in its bottoming phase. Just look how USDT dominance chart is beautifully playing out ๐Ÿ‘‡๐Ÿผ Might be a final flush during the summer, but this is the area where you can start to DCA in. Hope it was helpful. You get much better prices here ๐Ÿซก
USDT dominance monthly chart is sitting on the bull market support band โœ… I still think this will work out as I planned for the cycle bottom.
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$VIX Volatility index. I donโ€™t think markets are in โ€œAll inโ€ zone. First green box is the place to buy, second box is to go all in. So far looks like a relief rally and just a retest to the trendline.
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$XFAB Buying the dip was worth while. Even when you think it is going lower.
I think most who wanted some dry powder for $SPCX IPO already trimmed their other positions. So today and tomorrow we could see the bottom of the dip on some stocks. Personally I loaded more $XFAB bellow $9 ๐Ÿ’ฐ I will put another half of my allocation at $8 or $7 if it offers.
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$SUI The bottom could be in. Even if not, itโ€™s pretty damn close.
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Crazy if you think: $SPX close to ATH. $BTC close to bear market bottom. Interesting.
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$SPCX Are you buying IPO tomorrow?
9% Yes
91% No
0% Still thinking
11 votes โ€ข Final results
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Looks like I won't get my $8 and $7 second allocation for $XFAB ๐Ÿ˜Ž Anyway, I'm satisfied with the bag I took bellow $9 ๐Ÿค
Why do I keep getting these questions!!! $XFAB is building a Silicon Photonics foundry alternative to $TSEM and $GFS. And has Europe backing it $NVDA evaluations. It takes time... Like October 2026, should finish up development. Then 2027 production scaled into 2028 (mass production), since they've been working on it since 2023. Everyone thinks itโ€™s a depressed automaker supplier right now. And thankfully with European names they tend to look at TTM revenue over forward growth. So somehow itโ€™s leading EUโ€™s efforts to create a $TSEM silicon photonics foundry supply chain at ~โ‚ฌ1.1B MC? That R&D directors from ASE cite others as future CPO routes. Iโ€™m might just really early to a lot of things, but of course most of the risk/reward comes from taking a little leap of faith in seeing it commercialized. Otherwise people can take the de-risked route with Tower directly (which I also wrote a thesis on awhile back and also like).
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Added $WOLF at $44.5๐Ÿ’ฐ โ€ข Power efficiency is becoming the bottleneck โ€ข Wolfspeed is one of the few pure-play silicon carbide leaders Enables: โ†’ More efficient data centers โ†’ Better EV power systems โ†’ Higher-performance industrial applications โ†’ Smaller energy losses
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I think most who wanted some dry powder for $SPCX IPO already trimmed their other positions. So today and tomorrow we could see the bottom of the dip on some stocks. Personally I loaded more $XFAB bellow $9 ๐Ÿ’ฐ I will put another half of my allocation at $8 or $7 if it offers.
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$ONDO looks very good on the 2 weeks chart. Broke out the trendline. Retest to the bull market support band. Bringing stock trading on-chain. Huge potential.
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$KAS vs $BTC First time after the top it is starting to trade above SMA200 โœ๏ธ๐Ÿผ
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