Feed - Buzzberg

16:21
Apr 16

@paradislabs

@fthir05 View them as more of an industrial company tbh given how far upstream they are? Probs more of a quantum play than AI as you mention…

15:21
Apr 16

@paradislabs

@twplsource @UntappedAlpha 1. It's a poll about which company to research It's satire lol

15:13
Apr 16

@paradislabs

@schieleafklint Yeah leaning towards them most, plus most interesting one based on my random clicking and scrolling earlier on

15:08
Apr 16

@paradislabs

@VoodooFungi Bullish post Earnings - wrote about them a couple days ago

15:06
Apr 16

@paradislabs

Most requested stocks for me to research rn: Don't wanna waste 1-2 week's worth of free time looking into a co. that only 4 people care abo…

14:55
Apr 16

@paradislabs

@Yolo365247isme @TheLastTrueG They're on my list but will take some time!

14:49
Apr 16

@paradislabs

$AXTI aka $Rollercoaster - up 17% today - to ATH lol Just hold until at least earnings April 30th. If positive, hold until share authoriz…

AXTI

MED

14:49
Apr 16

@paradislabs

@Blake_BTFD For me, nah - It's a massive issuance and don't really fancy getting diluted to hell. Nothing fundamentally has changed with the…

14:45
Apr 16

@paradislabs

@UntappedAlpha Thanks! I do think I got lucky with the timing, and that eventually it'll dwindle out. Given that, I will indeed be sharing a…

14:44
Apr 16

@paradislabs

$AXTI aka $Rollercoaster - up 10% today - to ATH lol Just hold until at least earnings April 30th. If positive, hold until share authoriz…

AXTI

MED

14:20
Apr 16

@paradislabs

@cookea541 @zephyr_z9 It's not about that though. All the best talent is going to the US rn. Probs some to SK/Japan too who can speak the la…

14:19
Apr 16

@paradislabs

@Mr_Rio_ @zephyr_z9 Yeah £50k in Wales means you're rich lol, but even still

14:08
Apr 16

@paradislabs

@zephyr_z9 It's a joke here and the tax-man robs half of it too

14:06
Apr 16

@paradislabs

@zephyr_z9 Meanwhile, $IQE are hiring photonics engineers for just £50k ($67k) I know people in the US with the exact same job title + simi…

14:06
Apr 16

@paradislabs

@zephyr_z9 Meanwhile, $IQE are hiring semis engineers for just £50k ($67k) I know people in the US with the exact same job title + similar …

13:59
Apr 16

@paradislabs

@Analysport They're only selling to one hyperscaler atm and CEO has reiterated that others are in the pipeline, so yeah, pretty optimistic

13:46
Apr 16

@paradislabs

@Xecvvv @richsmith1985 Ok so rough maths $AEHR have new 240 systems/year capacity By hitting 30% consumables target, they can generate ~$8…

AEHR

HIGH

13:30
Apr 16

@paradislabs

@javedmati @beauty_oe Thank you for the kind words! I know a car salesman who is a better analyst than me and anyone on X. The job you're in…

13:26
Apr 16

@paradislabs

@beauty_oe メッセージで仕事の依頼が多すぎたので、プロフィールから削除しました。それに、私のキャリアは大局的に見て大した意味はないと思っています。他の人より特別になれるわけでもありません。

13:20
Apr 16

@paradislabs

@pepemoonboy Thanks for the breakdown Pepe!

13:02
Apr 16

@paradislabs

@holygraileth 30% is still phenomenal. Anyone that can outperform the index deserves respect

13:01
Apr 16

@paradislabs

@beard219 @aleabitoreddit Both! Okay cool, let me refine it and I'll post it tomorrow potentially. Just need to filter what's important fo…

12:53
Apr 16

@paradislabs

@beard219 Yes, have held a position since mid-Jan, but that was small at the time. Have averaged up a fair bit since following the news. Do …

12:46
Apr 16

@paradislabs

@beard219 $AEHR is a better trade rn imo. They keep getting orders and execute superbly on them. There's still some overhang r.e. $AAOI's ex…

AEHR AAOI

MED

12:43
Apr 16

@paradislabs

@beauty_oe これらの銘柄は、属するセクターの特性上、変動が激しい。しかし、注目すべきは収益であり、AEHRの収益は右肩上がりで推移している。

12:41
Apr 16

@paradislabs

@beard219 Yeah a long hold. Chances, tough to say but given their order ramp lately, I'd say 90% esp when they announce a fresh order from a…

12:40
Apr 16

@paradislabs

@beauty_oe はい、市場は他の企業とは異なり、$AEHRに関する良いニュースに好意的に反応しているようです。本当の追い風は、ハイパースケールの新規顧客からの新規受注を発表したときに訪れるでしょう。

AEHR

MED

12:36
Apr 16

@paradislabs

@beauty_oe これはおそらく、これまでで一番良いAEHR関連のニュースでしょう。CEOが、他のハイパースケーラー企業が自社のシステムのリスクを効果的に軽減したいと考えていると述べていることで、取引全体のリスクが軽減されます。

12:35
Apr 16

@paradislabs

@richsmith1985 Yeah, 5x imo longer term

12:34
Apr 16

@paradislabs

@AlexBuys_ Wdym

12:34
Apr 16

@paradislabs

@Edu4rdo26 I see them 5x'ing to $10B MC as more and more hyperscalers order

12:32
Apr 16

@paradislabs

@PhotonBull Will be an interesting experiment!

12:29
Apr 16

@paradislabs

Holy fk!! $AEHR receives $41M order from their lead hyperscale customer!! The biggest order in $AEHR history! With H2 bookings now exceedi…

AEHR

HIGH

12:03
Apr 16

@paradislabs

@Estefanoandres @StoxxInvesting @Cheva28789724 @aleabitoreddit Etoro

12:02
Apr 16

@paradislabs

@CoenS26 @javedmati $SIVE isn't a big position for me at all, but potentially 2x from here this yr as institutions buy in

SIVE

MED

12:01
Apr 16

@paradislabs

@VueghsX Just gone through the comments on your profile - pls seek help

11:59
Apr 16

@paradislabs

@yuntungshieh Thanks to names like $AEHR, $LITE, $COHR, $IQE, $SIDU, $TSEM, $AXTI, $AAOI, $SATL just to name a few. Unfortunately joined X t…

11:57
Apr 16

@paradislabs

@javedmati @CoenS26 My cost basis on $SIVE for example is like 16.50 SEK lol. I'm sure many on X have an avg cost of around 10 ish just by a…

11:54
Apr 16

@paradislabs

I'm more conservative and don't ape into positions cos someone I like mentions the ticker symbol I start a small position and then take my…

11:51
Apr 16

@paradislabs

@MorchInvesting suggested earlier Per FT: "The customer selected a Silicom FPGA SmartNIC following a successful evaluation of one of Silic…

SILC

MED

11:47
Apr 16

@paradislabs

Initiated a small position in $SILC today (like ~10% of the capital I'd allocate to a position like that) - follower suggested it and looked…

11:44
Apr 16

@paradislabs

@ThakkarPulin Idk - I'm not an Oracle and big institutions don't follow me, so every chance stocks can go down after I post about them - e.g…

11:42
Apr 16

@paradislabs

@akasharora777 Don't want people to blindly follow / copy

11:42
Apr 16

@paradislabs

@Vincenzo_Web3 Ibkr

11:39
Apr 16

@paradislabs

@yuntungshieh I use 0 margin and have never traded options

11:39
Apr 16

@paradislabs

@CoenS26 Absolutely agree - nothing wrong w sticking all your $ in S&P, but that's no fun!

10:58
Apr 16

@paradislabs

@aleabitoreddit Build the man a statue

10:07
Apr 16

@paradislabs

@PhotonBull Yeah names like $LITE, $COHR, $AAOI all move in tandem too. If one company gets good news, it's bullish for the sub sector since…

10:05
Apr 16

@paradislabs

@m1iles Yeah that'll be part of it, 100%

10:05
Apr 16

@paradislabs

@TyreTam @r19builds I have different brokerages like t212, etoro, saxo, ibkr 90% ish is in t212 though