Serenity @aleabitoreddit
6 of this account's posts made the board, 1 reached the top 3.
1.1M followersFinance 6 Follow on X
Stories from this source
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User criticizes Musk amplifying collapse narratives
A user criticizes X owner Musk for constantly amplifying collapse narratives of companies conflicting with his interests at $SPCX or $TSLA, saying it hurts grassroots discussion.
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Huang touts 15x photonics
Jensen Huang says moving scale-up to optical brings 15x aggregate volume and orders-of-magnitude more optics, boosting $LITE and $COHR.
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Bullish on SIVE supply chain
Serenity says he likes SIVE, noting 100M CW DFB laser capacity coming online Q4 2027 amid an industry shortage.
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Investor Advises Against Panic Selling
Investor says capitulating just because a stock fell shows lack of thesis, citing ASTS, RKLB, HOOD, NBIS.
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SIVE Gets First LiDAR Orders
SIVE receives its first production orders for CW DFB lasers for LiDAR, likely for customer AEVA, with potential expansion to AI data centers.
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Musk Warns on Memory Prices and AI Bubble
Author says Musk keeps amplifying worries about memory price hikes and AI investor gambling, potentially hurting rivals' financing.