Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
Watching · 1 mention(s), 0 personal-position post(s) · first 2026-02-24 · last 2026-02-24
“Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently my favorite:
1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO
2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Yamamura too, but not to the same degree).
3. Power/Grid - $XLU.
4. Advanced Packaging Capex - $AM…” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-02-24 | Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently my favorite:
1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO
2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |