@zerohedge They had an opportunity here to do something remarkable and magical. They blew it, worse still the Ive / Newson route was utterly predictable to anyone with any knowledge of design.
@JapanDeepValue1@Vaelis_X Serenity did not go deep, just flagged it as interesting and this was before the ITRI GC substrate announcement. This is a story building.
@GrindeOptions Oh I am good at this. ARVL and DM. BFLY at 10. All SPAC's, I was new and stupid. I liked ARVL because the design team was incredible, I did not even look at the financials and sketchy management.
12 Followers 740 FollowingEscaping the permanent underclass by touring Korea
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3 Followers 664 FollowingEscaping the permanent underclass by touring Korea
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2 Followers 705 FollowingEscaping the permanent underclass.
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94 Followers 2K Followinglong term options trader, here to share my knowledge and show the ups and the downs of a full time trader. I AM NOT A FINANCIAL ADVISOR DO NOT TRADE ANYTHING
42 Followers 1K FollowingBX-based trader. 2-step mechanical system for serious, rules-based long-term trading. Not financial advice. Never DMs for money. Free training & tools
24K Followers 646 FollowingCreating a new standard of care through transformative semiconductor ultrasound. #BFLY #POCUS
TIME World's Top HealthTech Company 2025
114K Followers 56 FollowingUnity is the leading platform for creating immersive and interactive 2D, 3D, and VR games on 20+ platforms
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21K Followers 113 FollowingEx-IB. Ex-startup founder, $100M+ exit. Former Special Operator. Defense tech, AI infra, Space, BTC, public market asymmetry.
1K Followers 415 FollowingI read all of the analysis & just tell you which stock may benefit. Current largest allocations:
$WYFI $SNDK $SMCI $KEEL $CRWV
Your quants favorite quant.
4K Followers 354 FollowingEquity Researcher | Uncovering the picks and shovels of AI infrastructure | https://t.co/N9lTfHdK7M | $NOK $SIVE $PENG | ASIAN20 for 20% intrinsiqq
2K Followers 525 FollowingMA Digital Effects at BU
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95K Followers 10K Following"Key Context" Substack covering Nvidia/AI. Reached #1 new bestseller in first 24 hrs
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14K Followers 655 FollowingWith great risk comes great reward, always hunting for the next 10x - $BRUN, $MRLN, $IQE, $AMPG, $EOS.AX, $SHT, $AIRJ, $INFQ, @AionAnalytics
65K Followers 3K Followingfinding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
7K Followers 82 FollowingSenior PCB Industry analyst in Taiwan.
Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
12K Followers 432 FollowingIf you're the smartest person in the room, you're in the wrong room.
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16K Followers 207 FollowingEscaping the permanent underclass by touring Korea
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12K Followers 134 Following25 | CMU Alum | I sit 1x1 with C-Suite execs and bring the alpha back to retail. Deep fundamentals + leading HTF charts | Physical AI | AI Infra | Power | Semis
74K Followers 357 FollowingFinding 10x plays in defense, space, and tech, and photonics. DYOR NFA
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Co-Owner of @CVresearch_
26K Followers 385 FollowingPM at large institutions. Investment decisions are your responsibility. DYODD. Analyze distributionally but non-deterministically. RTs aren’t endorsements.
63K Followers 538 FollowingTurned $50k to $15M+ in 12 years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal: $18.5M
93K Followers 376 FollowingLong-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.