Joined June 2025
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Since this got some attention heres what it actually would require for $XFAB to 20x:
XFAB sits at a €1.3B market cap. $TSEM is at $25B .
Revenue needs to 3-4x from here. SiC and photonics have to stop being footnotes and become the headline.
Margins need to follow. TSEM runs 14% net margins. XFAB is basically breaking even right now.
And there has to be a catalyst. TSEM had Intel circling it in 2022. That bid failed, but it permanently re-rated the stock as a tier-1 asset. XFAB needs its own version of that moment.
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Lets rip $PNG.V
HORMUZ REOPENING STILL FACES MINE RISK
Even if the Strait of Hormuz reopens after a US–Iran deal, naval mines remain a major threat to shipping. Experts warn detection and removal are complex, requiring scarce naval resources, and routes can be re-mined quickly. With unclear US-Iran coordination details, safe and smooth transit is not guaranteed, and the shipping environment remains highly volatile.
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Jun 13
The US is shutting down Fable 5?!
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Huuuuge
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Shithole
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Jun 10
So my guess: we bottom today after hot CPI numbers and back to ATH within June.
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Jun 11
60% of Polymarket bettors think SpaceX is popping above $150 tomorrow. IPO price is $135. You can literally 3x your money tonight if you disagree with them.
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Jun 11
At IPO, SpaceX / $SPCX is worth about $80M per employee. Nvidia ($NVDA) is $120M per employee. So if you’re looking for value, apparently buy the rocket company?
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