cycal.eth @cycaleth
degen | 🇭🇰 | Hong Kong Joined June 2014-
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cycal.eth retweeted
留意SpaceX上市后的解禁规则 股价30%涨幅后将会 解锁10%的份额 这将会给市场带来约2000亿美金的潜在解锁份额 具体的还在研究 先当一个重要信息看
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@POKEMILLON Do you ship to Hong Kong please?
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cycal.eth retweeted
Just another reminder: One day after my $SOI post back in March at $40. Citibank and Kepler called me out and said “it is very difficult to understand why the action [Soitec] has risen so much” “Is the enthusiasm of the market exaggerated? That's what Citi thinks.” Then I got a bunch of negative callouts from local European media. Unfortunately many retail investors sold after these reports, while institutions had orders in to buy up the float. 2 months later, Soitec is now trading at 140. With many of these same institutions giving 250 PTs today.
Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over
cycal.eth retweeted
🤔Polymarket 前端天气气温板块目前未显示有活跃的预测事件 据官方页面显示，目前 @Polymarket 前端天气气温板块未显示有活跃的预测事件。 此外，据社区用户 @Puppyzenitsu 及部分其他用户反馈，Polymarket 天气气温板块疑似出现数据及下单资产消失情况，目前官方未就该问题进行回应。
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