codeblue @0xcodeblue

My new largest position is 1AST.de. The stock IPO'd in January and is thinly traded and sparsely covered. I think it's significantly undervalued and underappreciated. The stock has already started to re-rate since earnings. I think there's way more to go.

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codeblue @0xcodeblue

5 months ago

@BiotechAutist Great call bud

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codeblue @0xcodeblue

5 months ago

@Biotech2k1 Can you share your DD process? Enjoy your posts

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Nicolas @Superioresearch

8 months ago

🧵 $SHMD remains one of the most overlooked tech enablers in the market. They’re quietly becoming the go-to player in one of the biggest behind the scenes shifts in chip design: Glass substrates. A thread👇

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codeblue @0xcodeblue

6 months ago

@BiotechAutist Well played

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codeblue @0xcodeblue

6 months ago

@ZeeContrarian1 Will Iran decide to scorch fire and destroy water desalination plants in GCC? Will there be more lone wolf terrorist attacks in the West?

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Donkey building warchest @from1to4000000

6 months ago

One thing about topping action in markets is that it whipsaws people who are more active into constant losses. All this happens even before the downturn starts. We are only in the early distribution phase (if we are at a top, who knows) but it is dangerous. I am staying tight

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Serenity @aleabitoreddit

6 months ago

Holy $AAOI … Just putting it out there they’re projecting $378 million in monthly revenue for transceivers. At a $5.5B MC. This is the definition of extreme scale up. Although margins are different, $AAOI projections would actually surpass $LITE next quarter guidance by 40%: "Given the recent surge in customer inquiries and apparent rising demand, we believe that by mid-2027, 100G and 400G revenue will be approximately $90 million. 800G revenue will be approximately $217 million and 1.6 terabit revenue will be approximately $71 million monthly. Altogether, this represents $378 million in monthly revenue for transceiver products." Absolutely unholy projections unseen since $SNDK earnings.

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emini tic @TicTocTick

7 months ago

There is no limit down rules in bitcoin. But there will be signs …

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codeblue @0xcodeblue

7 months ago

@FLGatorTrader This will meade is a fake account

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codeblue @0xcodeblue

7 months ago

@jam_croissant But this bluff comes with the cost of distrust in US global leadership and potentially undermines the power of USD as global reserve currency. Is it really worth it?