1h ago
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Latest News
Latest news from Serenity's sources
3h ago
@aleabitoreddit: 这周我自己的投资组合表现令人失望。 目前今年迄今（YTD）仅上涨了 +3,612.10%。 我在获利时会分享，但我也同样会经历大幅回撤！ 比如像 Foci/Shunsin $SOI, $AAOI...
5h ago
@aleabitoreddit: Basically this… and it’s how cycles work. Retail was early and completely frontran institutions on ...
14h ago
@aleabitoreddit: Just in case you weren’t aware… The broader index is down a significant -3-4%. Stocks don’t move i...
17h ago
@aleabitoreddit: Glad optical players from $LITE to $AAOI and $SIVE are slightly recovering as they should. The init...
20h ago
@aleabitoreddit: Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis repo...
23h ago
@aleabitoreddit: Yep, Blackrock has now entered $SIVE positions as passive owners following index listing. Fidelity ...
1d ago
@aleabitoreddit: If you want a TLDR of today: > be $NVDA, $5T company. Force shift to 800V DC and CPO > analy...
1d ago
@aleabitoreddit: $LITE Management Speech from Mizuho Technology at today’s conference. The company expects to start ...
1d ago
@aleabitoreddit: $NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exci...
1d ago
@aleabitoreddit: CPO scale out earlier than expected: > Foxconn: est. units register upward and optical switches shi...
1d ago
@aleabitoreddit: I don’t quite think photonics from $AAOI to $LITE or $SIVE are disappearing anytime soon… Just extr...
1d ago
@aleabitoreddit: $EWY 32% IV into 58% IV expansion trade. Into underlying SK Hynix / Samsung increase way ITM. Was ...
1d ago
@aleabitoreddit: Names like: - $ASX - Sumitomo Electric - $JBL - $VICR - $GFS - $AAOI - AlChip - $TSEM - $FN - Fu...
1d ago
@aleabitoreddit: Given my recent popularity, might be a good time to put out a PSA. Early followers have known this...
1d ago
@aleabitoreddit: A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Spac...
2d ago
@aleabitoreddit: Just a random thought: $JBL seems highkey compelling long idea at $38B. Don’t really think markets ...
2d ago
@aleabitoreddit: I do see a lot of comments about "harvesting the leeks". And I hope my picks like LeaderDrive can h...
2d ago
@aleabitoreddit: 我怎么有种奇怪的感觉… 我的中国粉丝是不是都在等我喊新票啊 lol？ 我看好的标的（比如 688017 绿的谐波）通常都是做长线，可不是只拿几天就走！ 不过，这周我确实会再去挖几个新机会研究一下...
2d ago
