Posts
Sivers Semiconductors AB - THE SEMICONDUCTOR CHOKEPOINT PLAY NOBODY'S TALKING ABOUT
TL;DR Sivers Semiconductors is literally a bottleneck in the AI infrastructure supply chain that nobody knows about. They're basically the only reliable source of fancy laser wafers (III-V epitaxial substrates) that power data center optics and LiDAR. [Rumours mention that they will be listing on NASDAQ soon.](https://www.sivers-semiconductors.com/press/sivers-semiconductors-ab-evaluates-a-potential-dual-listing-of-its-shares-on-the-nasdaq-new-york/) When institutional money …
Gentlemen, it's been an honor and a privilege. Wish me luck.
I don't care anymore. I'm going to die on this hill.
Michael Burry buys the dip in software
Michael Burry buys the dip in software stocks after AI-fueled sell-off https://www.cnbc.com/2026/04/16/burry-buys-the-dip-in-salesforce-and-other-software-stocks-after-sell-off.html?\_\_source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
$70K on Microsoft recovery
I'm betting on MSFT to continue its run
Tesla Cybertruck Sales Were Inflated by a SpaceX Buying Spree
$open the door to chaos?
You degenerates know what to do. Best $5 you can spend - except you probably had to own before earnings announcement.
DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL
I'm a 19 year old college student, rent is due in 2 weeks, and I YOLO'd my last bit of rent money after quitting work into $AAPL calls expiring next friday. [Positions](https://preview.redd.it/fqsjvz039mvg1.png?width=2120&format=png&auto=webp&s=097de363b5e73fdf89edd481330ee3c9e2e252b5) Netflix drops: * $12.25B revenue (+16% YoY) * Ad business doubling to \~$3B * 60% of new users …