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17 @TheProcess171

WAGMI Joined July 2021
  • Tweets
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    25
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17 retweeted
aleabitoreddit Profile Picture

Serenity @aleabitoreddit

4 weeks ago

People wonder why I'm focusing on non-US markets recently. Why? CPO is my #1 thematic long. Markets don't know yet, the sudden paradigm shift in photonics... I was one of the only to frontrun the current supercycle in 2025 w/ $AAOI @ ~$30, $LITE ~$300s, and $AXTI at ~$13 on X.... With the actual receipts and thesis that others can't show. CPO goes from ~$0. To $91 Billion TAM opportunity. In the next 1 1/2 years from GS research. While overall optical market reaches $154B. Many players that had little exposure to the current photonics cycle at all: -> In Europe with high-end lasers design like $SIVE or $SOI with substrates. -> In Taiwan with Foci (3363), Nextronics (8147), Shunsin (6451) and others for optical components and foundries. -> In Japan with laser mass production, substrates, and chemicals. Are suddenly the new dominant players for CPO. As for US players, there's not much exposure. But the existing ones like $LITE, $COHR still get upside from CPO as that's their new growth vector. My contrarian thought process on current players: Is that most of their valuation is priced in huge legacy pluggable revenue that will inevitably face cannibalization over time, so re-rating potential is less unless someone uses leverage. A lot of these new purer play CPO names go from 0 to 100 extremely quickly one mass production starts H2 2026 for scale out (as a revenue bridge) into H2 2027 for scale up (massive growth driver). Markets usually price things in 8-12 months ahead of time too... I have high conviction thematically in my supply chain research despite any market volatility leading up until then.

17 retweeted
babyfolio Profile Picture

Babyfolio @babyfolio

2 weeks ago

Everyone with a portfolio under $100K doesn’t realize how quickly things can compound once you start making the right decisions consistently. A lot of people think going from $100K to $1M is impossible, but surrounding yourself with smart investors, learning from the right people on X, and staying disciplined can completely change your trajectory. My goal is to double my portfolio by year-end while minimizing risk, and after that, the sky’s the limit, the goal post is always moving. So far, my win rate is super high and most companies I chose were home runs. I’m sharing the entire journey here for free (and you’re always welcome to sub if you want). Let’s create some more millionaires here.

babyfolio Profile Picture

Babyfolio @babyfolio

4 weeks ago

Portfolio update: $5.4M Officially 50% of my original $10M goal. I set that goal back in 2017, not long after I started investing, and seeing it now within reach feels surreal. A thing I have to talk about is option selling, mainly CCs, while they generated nice returns during

17 retweeted
DejaRu22 Profile Picture

DR22 Ω 🪬🎭 @DejaRu22

4 weeks ago

It is super important to remain intellectually curious all your life

17 retweeted
NEETOCRACY Profile Picture

NEET @NEETOCRACY

2 months ago

Stop Caring. That’s literally all you have to do.

BrandonLuuMD Profile Picture

Brandon Luu, MD @BrandonLuuMD

2 months ago

Literally just having a delusional golden retriever mindset measurably changes outcomes and physiology. Sleep badly? Convince yourself you're well rested. Stressful day? Convince yourself it's fuel. Failed? Convince yourself it's useful data.

17 retweeted
solisolsoli Profile Picture

soli @solisolsoli

2 months ago

Porto, Portugal

17 retweeted
DreamlinerCo Profile Picture

♱ @DreamlinerCo

2 months ago

Triumph of Christianity, by Gustave Doré (1868)

17 retweeted
wojakcodes Profile Picture

‎Wojak Codes @wojakcodes

2 months ago

it's sad that so many of you mfers will never understand this.

17 retweeted
AdrianDittmann Profile Picture

Adrian Dittmann @AdrianDittmann

2 months ago

CallMeOuta Profile Picture

Outa @CallMeOuta

2 months ago

Blessed are those that turn their shithole country into a powerhouse

17 retweeted
blacknredtext Profile Picture

The 4Chan Archives @blacknredtext

2 months ago

anonymous submission

17 retweeted
BillAckman Profile Picture

Bill Ackman @BillAckman

2 months ago

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

17 retweeted
BeSaintly Profile Picture

Become A Saint @BeSaintly

3 months ago

_

17 retweeted
Rainmaker1973 Profile Picture

Massimo @Rainmaker1973

3 months ago

The stunning beauty of an Altay sunset, Kazakhstan

17 retweeted
PerseusLeGrand Profile Picture

Perseus @PerseusLeGrand

3 months ago

La cathédrale Notre-Dame-de-l'Assomption de Clermont est une véritable merveille.

17 retweeted
CeJour_Histoire Profile Picture

Ce jour-là dans l'Histoire @CeJour_Histoire

3 months ago

Le Sacré-Cœur n'a pas été construit pour embellir Paris. Il a été construit pour demander pardon à Dieu. En 1870, la France est écrasée par la Prusse. Paris est assiégée pendant 4 mois. Deux Parisiens font un vœu : si la France survit, ils bâtiront une église au sommet de la capitale. L'Assemblée nationale vote le projet en 1873. L'architecte Paul Abadie s'inspire de Sainte-Sophie d'Istanbul. Mais le sous-sol de Montmartre est truffé de carrières. Il faut enfoncer des piliers à des dizaines de mètres avant même de poser la première pierre. 39 ans de travaux. 6 architectes. Abadie meurt sans voir son œuvre achevée. 10 millions de Français financent la construction en achetant chacun "leur" pierre, gravée à leurs initiales. Le Sacré-Cœur est achevé en 1914. La guerre repousse la consécration à 1919. Et depuis le 1er août 1885, une prière n'a jamais cessé dans cette basilique. Ni pendant les deux guerres mondiales. Ni quand les bombes tombaient sur Montmartre en 1944. Jour et nuit, sans interruption, depuis 141 ans.

17 retweeted
GRITCULT Profile Picture

GRITCULT @GRITCULT

3 months ago

blackpilling and doomerism literally reduces your iq

17 retweeted
theJayAlto Profile Picture

Jay Alto @theJayAlto

3 months ago

there are cathedrals everywhere for those with the eyes to see

devonzuegel Profile Picture

Devon ☀️ @devonzuegel

4 months ago

If you're having a bad day, just go to a grocery store & think about how your great-great-great-great grandparents would have felt if they had access to such abundance

17 retweeted
Holy__Bible1 Profile Picture

Holy Bible @Holy__Bible1

3 months ago

17 retweeted
DejaRu22 Profile Picture

DR22 Ω 🪬🎭 @DejaRu22

4 months ago

Sometimes things don’t go the way you planned And it was the best thing that happened to you

17 retweeted
TheProfInvestor Profile Picture

Prof @TheProfInvestor

4 months ago

$MSFT Microsoft near 200 week SMA. It has only tested that 3 times in past 13 years. Up 100% two years later. Every time. This one is to Charlie: "High Quality stock at 200 Week Moving average"

17 retweeted
pilatesgirly Profile Picture

madeleine✶ @pilatesgirly

4 months ago

life changing stuff

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