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Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Just some near term events: - OCP APAC tomorrow (Ayar, Lightmatter, $AMD, $NVDA) and your CPO players are giving announcements/updates. This should be a catalyst for certain optical players. - Earnings week: with $ASTS, $RKLB reporting today (space), $LITE on Tuesday (photonics), $NBIS in the middle of the week (Neocloud), and more. - Unitree IPO subscriptions opened up today and Listing is expected this month. Should be a potential catalyst for the humanoid + robotics sector if it opens up well eg. $CCXI. Fun week ahead.
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