Stock Snatcher @StockSnatcher

Looking for the best risk reward in stocks. Probably knows more than your favourite Guru ryufin.com Joined April 2022

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Stock Snatcher @StockSnatcher

5 days ago

@anegronro A nice use of Claude Code, do you use the official API?

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Stock Snatcher @StockSnatcher

a week ago

@citrini Not anymore

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Citibank TMT: "lasers and optical fibers are being positioned as the "next HBM." I've been talking about lasers like $LITE / $AAOI since 2025... and architectural shifts toward CW, ahead of the current industry consensus. And fully agree with Lightmatter/Citi. Just for reference: For lasers: $LITE / $SIVE / $AAOI / $COHR / $MTSI / Furukawa / Sumitomo are your better known ones. For fiber: $GLW / Furukawa / Fujikura / Sumitomo are your more well-known exposure (obviously a lot more in the supply chain) *disclosure, personal exposure to theme With added commentary that: "Tight supply conditions will support a scarcity premium for these assets." We're already seeing price hikes with lasers as seen with $SIVE channel checks at CIOE 2026 Shenzhen today + $LITE commentary from earnings. So I think the 2027–2028 photonics supercycle will look a lot like memory did in 2025–2026. Especially as optical content/GPU-ASIC goes up significantly per Goldman Sachs revised estimates...

Serenity @aleabitoreddit

2 weeks ago

Goldman Sachs in their recent note upgraded their global optical module market forecast to: - $67.7 billion (+33% revision) for 2026 - $131.4 billion (+81% revision) for 2027 - $148.5 billion (+115% revision) for 2028 For $NVDA Rubin Ultra, GS increased its modeled optical

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Stock Snatcher @StockSnatcher

2 weeks ago

@strictrope The rocket has started again

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Stock Snatcher @StockSnatcher

3 weeks ago

It was YOFC, and pretty bullish after all

Stock Snatcher @StockSnatcher

2 months ago

Interested what you guys think. Bullish or bearish chart? Extra points if anyone can guess the company

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Stock Snatcher @StockSnatcher

3 weeks ago

@johnkrichards Eating good today

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Stock Snatcher @StockSnatcher

4 weeks ago

@BetterIRR IperionX

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Stock Snatcher @StockSnatcher

4 weeks ago

@InvestifyDaily Pretty cheap on PEG and EML lasers are a bottleneck and pretty tough to scale because of the Inp shortage, this could be more severe than memory. Even the $LITE CEO is saying it. I prefer $COHR a lot over $LITE because it’s better vertically integrated and cheaper on any metric

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Stock Snatcher @StockSnatcher

4 weeks ago

@andrewcoye If you like $DECK you might like $CHA even more

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Stock Snatcher @StockSnatcher

a month ago

@SayNoToTrading Pretty interesting an exchange for illiquid stocks is the most illiquid name itself hahahah

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Stock Snatcher @StockSnatcher

a month ago

@SayNoToTrading I am on a German broker, it’s called Trade Republic This is what they look like for example, pretty low cortisol during the day

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Stock Snatcher @StockSnatcher

a month ago

@SayNoToTrading Some of my Chinese stocks look like that during the day

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Stock Snatcher @StockSnatcher

a month ago

@SayNoToTrading Should have at least left the market cap or anything 😂

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Stock Snatcher @StockSnatcher

a month ago

@MikeFritzell Amogus

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Stock Snatcher @StockSnatcher

a month ago

@Vitali2rc1 @fabinulleins Was soll passieren wenn du 50€ reinwirfst, überdenk das nicht zu lange. Ich denke es ist kein schlechter Einstiegszeitpunkt

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Stock Snatcher @StockSnatcher

a month ago

@johnkrichards That’s totally fair. Just wanted to let you know in case you don’t want people to think that :) I think the worst of the decline is over. I compared it to Auntea Jenny (2589.HK) a lot. It was between these two for me, and closings are very low for Chagee aswell

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Stock Snatcher @StockSnatcher

a month ago

@MikeFritzell How about now? Even more of a head scratcher right? Well for me everything looks attractive here. Juicy 8% dividend too. I put 20% of my portfolio last week

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Stock Snatcher @StockSnatcher

a month ago

I was gone for pretty long, built ryufin.com If anyone is on desktop right now would be so happy if you can check it out and give some feedback, you can see lots of data for a lot of stocks if you click on them. Appreciate you guys!