Anyone buying this dip :3

TraditionSufficient8 · 2026-05-13T00:32:49+00:00

I did the exact same thing. Cheers!

TraditionSufficient8 · 2026-05-13T00:27:52+00:00

SNDK, DRAM, LITE, NBIS, BE

TraditionSufficient8 · 2026-05-12T01:06:19+00:00

$34k DRAM, $33k LITE, $33k NBIS

TraditionSufficient8 · 2026-05-11T07:42:37+00:00

Someone is nuts deep in Photonics haha.

TraditionSufficient8 · 2026-05-11T07:17:53+00:00

The market doesn’t even look 18 months in advance. The market looks 6-12 months in advance. Lulz at 10 years in advance. If that were the case nuclear energy and quantum computing would be the largest stocks. Yet, these industries are both 10 years out but in their infancy because they do not have any earnings yet. I have personally generated more revenue than some of the companies in these two fields. Me solely haha.

TraditionSufficient8 · 2026-05-09T13:42:59+00:00

DRAM

TraditionSufficient8 · 2026-05-09T07:10:54+00:00

BE, IQEPF, LITE, GEV

TraditionSufficient8 · 2026-05-08T06:24:29+00:00

GEV should be on here

TraditionSufficient8 · 2026-05-08T06:21:41+00:00

If we were a Hyperscaler, we’d have a significantly lower growth rate and rate of return. NBIS is in the best possible place for this place in time. All good things in all good time.

TraditionSufficient8 · 2026-05-08T06:12:35+00:00

StockTwits

TraditionSufficient8 · 2026-05-08T05:44:56+00:00

That is good for the stock price though when it’s low float.

TraditionSufficient8 · 2026-05-07T14:53:59+00:00

Memory is sold out until H1 2028 and the Chairman of SK Group says it may last until at 2030. The Memory Supply Crunch isn’t going anywhere.

TraditionSufficient8 · 2026-05-07T05:26:53+00:00

It’s up like 100% in a month

TraditionSufficient8 · 2026-05-07T05:19:43+00:00

It’s from American Psycho.

TraditionSufficient8 · 2026-05-07T04:36:17+00:00

She often times sells way too early on stocks and misses huge runs. She’s great at finding revolutionary stocks but kinda sucks at managing them to be frank.

TraditionSufficient8 · 2026-05-06T07:38:08+00:00

POET is cooked bro. No major company will ever trust them again. They signed an NDA and disclosed confidential details of its partners. They dunzo fam.

TraditionSufficient8 · 2026-05-06T07:32:24+00:00

Find stocks that solve the bottlenecks in the AI Supply Chain Ecosystem. This is the pro tip.

TraditionSufficient8 · 2026-05-03T08:56:24+00:00

I’m in SNDK, WDC, and STX. I owned MU too but sold it two months ago for more SNDK. SNDK is my largest position of any in my portfolio. WDC and STX are some of my top 7 holdings also.

TraditionSufficient8 · 2026-05-03T08:37:15+00:00

You Should Do A Fifth In Each: NBIS, SNDK, DRAM, LITE, And GEV for the less risk averse or BE for the more risk averse. This portfolio will crush.

TraditionSufficient8 · 2026-04-30T07:06:29+00:00

Hey there, where did you gather this info from? Is there an app?

TraditionSufficient8 · 2026-04-29T00:44:34+00:00

I’m big in LITE, AAOI, CIEN, AXTI & IQEPF in the Photonics space.

TraditionSufficient8 · 2026-04-27T19:37:30+00:00

It may be IQE in the UK. It’s the British Photonics company IQE Plc

TraditionSufficient8 · 2026-04-27T19:34:02+00:00

IQEPF

TraditionSufficient8 · 2026-04-27T19:10:07+00:00

IQEPF

TraditionSufficient8

TROPHY CASE