Been a lurker for a long time - planning to start contributing more going forward. YTD performance (as of 31 May'26): 68% on a 6-figure portfolio. Nothing crazy like some others on X, but slow and steady. I own no more than 10 tickers at a time, and plan to cover them in-depth here. I also sell options on margins for monthly income, and will share those trades here. Next target: Grow my account to $1 mil. Follow for ideas and discussions!

$NOK recent price targets: Northland $20 JPMorgan $21 CFRA $22

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route. I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue. To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: anthropic.com/news/confident…

$NOK she wants $16 Bought some $15 Jan'28 leaps earlier this morning. $CIEN earnings on thurs, lets see.

Today's trades for $2k in premiums Sell to Open: - $CRWV $85 Jul 02 @ 1.64 x 5 - $AAOI $100 Jul 02 @ 2.20 x 5

$NOK up 2.9% in overnight markets. I’ve added to my position.

OpenAI Robotics is hiring, looking for exceptional full-stack hardware, ops, systems, and ML engineers to help us program and manufacture robots that are useful for society. AI should be able to help people in the physical world. In the short term, we are focused on robots to support skilled workers to build our future infrastructure; in the long term, we imagine everyone having a personal robot doing anything they need. Our world simulation research program, led by Aditya Ramesh (@model_mechanic), has evolved over the past year into OpenAI Robotics. Progress is rapid, and based on a foundation of co-design between robotics hardware and ML research. If you love working hands-on across the robotics stack and want to build the future, please consider joining us. Send an email with your background and evidence of exceptional accomplishment to: robotics-recruiting@openai.com

Long $NBIS but exploring a potential $CRWV position as a short-term trade. $NBIS: $60b market cap, 20x fwd sales $CRWV: $60b market cap, 5x fwd sales Any thoughts?

IT DOESN’T STOP $NOK MORE INSIDERS BUYING Nokia’s Chief of Staff just bought $706k worth of stock at $15.81 $3.2m of insider purchases in the last month. SOMETHING IS BREWING. IM BUYING MORE MONDAY

@DollarCostAvg you're not the only one averaging up

$NOK This slide from Q1's earnings does not get enough coverage. Growth assumption doubled after just 1 quarter into the year.

Sold $EWY 03/20 110 CSPs today @ $2.2 Combination of Chips Asia (Korea) theme, led by Samsung & SK Hynix holdings. Some institutional / superinvestors funds are flowing this way too. I already own some shares. Follow for more trade ideas. Not financial advice.

$RDDT - YoY Revenue growth of >70%, with 2026 est. at >50% - 92% Gross Margins - Awaiting further content-sharing deals with LLM companies. Slight concern that U.S DAU growth may be slowing, but the international TAM is equally big. Long @ $140 at ~22-25 Forward P/E

$META up after talks of cutting metaverse by up to 30%. That post-earnings dip to $590 was such an easy play.

Great quarter from $SOFI - STO $25p 11/28 (1.88% yield)

Opened a few positions today as part of my monthly trades. - STO $VST 170p 11/21 (1.8% yield) - STO $BMNR 350 11/28 (2.2% yield)