Serenity ✓
@aleabitoreddit · Not Financial Advice · joined 02 Jul 2025
Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
1 028 807Followers
209Following
7 576Posts total
8.8MViews on collected posts
Последние посты
Ищем новые посты…
Glad $SIVE is attending CIOE Shenzen and hope my followers can go too!
If you want my read on current landscape:
-> Chinese pluggable makers like CIG (剑桥科技) are facing severe shortages in 70mW-200mW lasers.
If you look at filings from CIG, they claim "substantially longer http
70.7K views · 272 likes
· 18 reposts · 32 replies
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Interesting, thought to check how many years $SIVE has attended CIOE Shenzen (seeing as they will be there Sept 9-11) and from my research it seems like they haven't since attended since 2019, when they went as Sivers Photonics.
I might be reading into it too much but it could h
51.9K views · 24 likes
· 5 reposts · 0 replies
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I don’t think I want to be in this timeline anymore.
We got AGI with Astra and Hunter Biden $LAPTOP in the same weekend.
226.5K views · 722 likes
· 12 reposts · 36 replies
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Uhh chat, did we accidentally AI bottleneck-pill Warren Buffett's $BRK.B successor Greg Abel? https://t.co/FnHS87s6XN
225.9K views · 1.1K likes
· 43 reposts · 71 replies
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@aleabitoreddit $IQE is definitely working with $SIVE, so anything concerning IQE is also bullish for SIVERS. https://t.co/npbYvswsgD
2.1K views · 22 likes
· 1 reposts · 1 replies
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@aleabitoreddit Awesome thnx for sharing dear. Btw what’s ur long term targets for IQE and hold period if you could share. Luckily the Uk exchange is open today 😊
Btw I want to say a big thank you to you for giving ne XINTECH few months ago and today I sold it for 110% profit❤️❤️
6.6K views · 7 likes
· 0 reposts · 2 replies
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@aleabitoreddit As I have been following both $AXTI and $IQE and have published related research articles, I would like to know your prediction on when the supply-demand relationship of indium phosphide will be alleviated. This is the question I am currently pondering
2.5K views · 7 likes
· 0 reposts · 1 replies
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New report from Bloomberg on $IQE:
“indium phosphide substrates is emerging as a key risk for the semiconductor industry.”
I wonder who could have guessed this last year with $AXTI? https://t.co/ETW7Y2Pz7z
263.2K views · 605 likes
· 41 reposts · 36 replies
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@aleabitoreddit Also a huge positive for $IQE InP wafers.
10.3K views · 24 likes
· 0 reposts · 3 replies
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@aleabitoreddit $AXTI There is no alternative supplier, no workaround, and no bypassing them.
They are the definition of a structural chokepoint.
To build the high-speed lasers required for optical data transfer, you absolutely must use Indium Phosphide.
3.9K views · 17 likes
· 2 reposts · 3 replies
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@aleabitoreddit What if china blocked InP supply?
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· 0 reposts · 11 replies
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Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout.
Who could have guessed $AXTI would have been a major point of failure? https://t.co/mu9sOWGHN6
1.3M views · 1.2K likes
· 86 reposts · 242 replies
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Warning: The entire AI industry will likely be bottlenecked by two companies:
1. $AXTI ($700M)
2. $SMTOY ($31.7B)
Which both control 60–70%+ of the world's InP substrates.
Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and
6.6M views · 4K likes
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На фоне аккаунтов своего размера
12 постов за последние 90 дней рядом с диапазоном 1M–10M подписчиков. показывается широко, но откликается мало кто.
Медианные просмотры44 944этот аккаунт17 395медиана для 1M–10M
Охват, %4.37%этот аккаунт0.80%медиана для 1M–10M
Вовлечённость, %0.30%этот аккаунт1.04%медиана для 1M–10M
| Показатель | Этот аккаунт | Медиана для 1M–10M | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 44 944 | 17 395 | 2.58× |
| Охват (просмотры ÷ подписчики) | 4.37% | 0.80% | 5.46× |
| Вовлечённость | 0.30% | 1.04% | 0.29× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
6.6M26 Dec
1.3M11 Jun
38K
3.9K
10.3K
263.2K7 Sep
2.5K
6.6K
2.1K
225.9K
226.5K
51.9K
70.7K8 Sep
Last 13 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.07%26 Dec
0.13%11 Jun
0.07%
0.57%
0.26%
0.26%7 Sep
0.36%
0.14%
1.16%
0.52%
0.34%
0.06%
0.46%8 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 1M–10M accounts is 1.04%.
What the audience does
Likes79.6%8 055 in total
Reposts6.1%616 in total
Replies5.7%578 in total
Quotes1.0%97 in total
Bookmarks7.6%771 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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