Moodywriter13

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@moodywriter13 · person

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trades1published & scoreable

resolved0settled outcomes

avg P&L+0.9%per call

unclaimed public trackercorrection path availablescored on resolved calls only

Published claims

Moodywriter13x/ Jul 6

person

LITECPO photonics stocks got priced for a clean Rubin ramp, but SemiAnalysis has now reported delays twice, and stocks priced for perfection have nowhere to go when the schedule slips.

directional thesisSHORTpublishedxnot a verified trade

LLILITESHORT

CPO photonics stocks got priced for a clean Rubin ramp, but SemiAnalysis has now reported delays twice, and stocks priced for perfection have nowhere to go when the schedule slips.

$734.57

+0.85%

SourceHaving observed the Hopper & Blackwell and now the Rubin ramp over the last 4 years, pl…

“last week people were claiming that SemiAnalysis had deliberately reported a CPO delay”

evidence attachedpaste author pricesource span

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.