Joined May 2018
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still a lil bit to go $SOL
$60 this or next month
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the flippening
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Mac ๐Ÿบ retweeted
GUESS WHAT ANON? After todayโ€™s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidiaโ€™s NVLink CPO listed supply chain ecosystem partners. From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO). This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains. -> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell. -> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping. Andโ€ฆ Guess what else? Then they all happen to use GlobalFoundries. Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday). Supply chain mapping all starting to make sense now anon? Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top. Algorithms completely miss this type of image based mapping. After this announcement, I personally think current valuations are very undervalued: Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.
Wowโ€ฆ new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidiaโ€™s optical infrastructure supply chains. Can anyone guess the name?
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Mac ๐Ÿบ retweeted
First Podcast Appearance in 5 years Building a Robotics focused investment firm has been one of the most fascinating experiences of my life Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry
Not enough people are talking about physical AI and robotics. I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: youtu.be/Q_UWD5aoJkc?si=_E7lโ€ฆ Apple: podcasts.apple.com/us/podcasโ€ฆ Spotify: open.spotify.com/episode/4L6โ€ฆ TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction โ€” the $19M bet on Figure AI 16:06 - US vs. China โ€” who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy โ€” the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics
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off-ramp is taking some time hope to be done end of the year, plan is to leave 5% or so of NW in crypto and fully focus on equities it's time to move to the big league fam
Replying to @MacnBTC
@MacnBTC has pivoted to stocks
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$MRVL 25% pre market, if you still in congrats and not a bad place to TP some of this imo basically up 75% since post
crypto still dead af meanwhile stocks so parabolic there are no levels left to draw technicals from
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$SIVE MASSIVE NEWS TODAY, ABOUT TO HIT 100 SEK THATS 950% SINCE I FIRST POSTED ABOUT IT, ALL CREDIT TO @aleabitoreddit your next private jet trip on me brother
man $SIVE new ath and looking fantastic 100 SEK inc
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$60 this or next month
NEW: $SOL PRINTS 8 STRAIGHT MONTHLY RED CANDLES
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Mac ๐Ÿบ retweeted
Okay chat, itโ€™s been awhile since the previous one. And a ton of names from $VPG to $ASPI cooked. So crowdsourcing a new list: Whatโ€™s your highest conviction ticker that you think can 10x in a short timeframe, and why?
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man I just bought a ring. no more blond women and degenerate posts on this page, was a good run gentlemen
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$HYPE up 25%, I'm thinking $80-$84 soon long $200k worth of hype for $310 here: sizeprop.com/adlanding?ref=Mโ€ฆ (I'm an investor)
$HYPE if we get a dip to $54 good long into ATHs and beyond observing
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S&P 500 to $10,000 before $BTC back to $100,000 I donโ€™t make the rules
JUST IN: ๐Ÿ‡บ๐Ÿ‡ธ S&P 500 reaches new all-time high of 7,555
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making a bot that will scrape all energy/ai releated stocks in the world then put all of this into a tradingview watchlist time to go over 10,000 charts
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did anyone even read this? chart up = buy chart down = donโ€™t buy itโ€™s so simple
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$MU $1,000 per share lmafooooooo
a lot of people shilling $MU and tbh it looks incredible still even after pumping this much. just had a month sideways and broke out clean.
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crypto pnl screenshots during the bull run were crazy too. the difference is 90% of crypto bros lost everything they made and equity guys keep compounding every year
There are hundreds of posts like this on Wall Street Bets where people have made generational wealth on semis and memory stocks Last time you saw so many screenshots of million dollar gains were during the SPAC and meme stock boom of 2021
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This is a free money setup on stocks rn 1. first leg up consolidation -> next leg up is likely 2. current monthly vwap close to price (use as support) 3. around previous ATH blast buy, set tp, and make money. $HIMX example
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remember how we used to worry about big crypto projects launching and vamping liquidity from the whole market lol now spacex gonna IPO in 2 ish weeks at $1.75 trillion eval and stocks probably won't dump but go up same day. can't believe I didn't offramp and fuck off sooner
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anyone who is sidelined on stocks cuz they either are fully in crypto or bearish trust me it's not to late to get in and still make really good money
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$MU almost $1k trade stocks on HL here without depositing your own money sizeprop.com/adlanding?ref=Mโ€ฆ (I'm an investor)
$HYPE still cheap IMO also US holiday today but tomorrow I think all stocks gap up long today on HL without depositing your own money sizeprop.com/adlanding?ref=Cโ€ฆ
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