@nicebounce
Joined August 2020
  • Tweets1.6K
  • Following46
  • Followers83
26Media
When you frame it correctly, this fall in semis and AI is very advantageous to savvy investors even if they are at loss. It gives you opportunity to build at lower prices. Imagine it kept going up 5% by 5% then you would have to buy expensive and risk deeper falls. $NBIS
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In the span of 3 days, $RKLB announced delay in Neutron, $CRWV bond concerns hyped causing massive AI selloff, and $ASTS faced competition from $SPCX all while war sentiment at highest. Something's fishy
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This account is now 117% up from the low of 29 July. 2 months and 1 week. Up 117% xitter.cf/nicebounce/status/2096…
nicebounce@nicebounceSep 6
I'm in $MRVL (40%), $Sive (20%), $RKLB (20%) and several memory and photonics (20%)
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I'm in $MRVL (40%), $Sive (20%), $RKLB (20%) and several memory and photonics (20%)
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Strait of Hormuz closed by Iran #IRN to both Austria #AUT and Algeria #ALG for the show they made in FIFA world cup. The last goal of Austria was offside anyway.
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Opened $SIVE 12% position average 77 SEK
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Staying mostly in cash waiting for a 20% + red day. This insanity is about to peak! Already have massive cash-secured puts on $CRDO $MRVL $AAOI $RKLB others with strikes at 50% discount or lower
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Went 85% cash with some CSP in place! Market goes up, will collect premiums. Market goes down, will have time for CSP to work OR have cash to buy positions.
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Two biggest positions of my long-term account: 36% $Sive 24% SK Hynix
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Adding more lanes of copper is no longer a sustainable scaling strategy for data centers: signal integrity, EMI and cabling complexity are exploding. Optical I/O replaces thick cable bundles with high‑density fiber, simplifying architecture and enabling the next generation of hyperscale designs. #OpticalIO
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So, my account was up 33% on Monday and now it is down 6%, why?!
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I'm waiting for the frauds to come out to say 1) we were short, etc; 2) now is the time to buy
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Today's realised gain $100k! All from $SIVE!
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US investors when $SIVEF is finally open for trading today :)
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$SIVE Bought 400 more shares at 65 SEK!
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2021Sivers and Ayar Labs publicly announced collaboration around scalable optical I/O manufacturing 2022–2023Continued joint ecosystem/manufacturing alignment around optical interconnect scaling 2024Expanded partnership announcement around high-volume optical I/O manufact.
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Highest up-volume on record for $NOW. 51M :0
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nicebounce retweeted
PromptPilot@bovtoknoMay 16
Here is an investment that will very likely 10x in 2–3 years $ASTS $83 -> $830 $RKLB $124 -> $1240 $PL $41 -> $410 $STM $61 -> $610 $NBIS $219 -> $2190 Save it for 2029!
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nicebounce retweeted
TrendSpider
@TrendSpiderMay 16
Designing a reversal on record weekly volume and stellar earnings $FIG
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Short-term account holding is now just 2 stocks 80% $SIVE and 20% $ANET; Long-term account: 20+ stocks, 2 largest being $CRDO, $SIVE, and $FOCI
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