Patient Investor

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@PSInvestor

Real Estate Developer | Public & Private | Investor '16 7-Fig Portfolio | NFA AI Perma Bull

San francisco Joined June 2025

189 Following 6.9K Followers 29K Posts

Latest posts 5

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Patient Investor @PSInvestor Nov 3

I am calling it !!

Putting a timestamp on this one.

I'll repost it once semis are back up and check it against what happened.

If the low lands in week 5, Nov 9 to 13, the pattern held. If it lands later, no crying in CASINO.😂

Patient Investor Verified account @PSInvestor Nov 3

𝗦𝘁𝗼𝗽 𝘀𝗰𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗳𝗼𝗿 10 𝘀𝗲𝗰𝗼𝗻𝗱𝘀. 🚨🚨🚨🚨🚨

$APLD's CEO and President bought $6.7M of stock at $18 to $19. It closed Monday at $17.

About 1 in 5 $APLD, $IREN and $CIFR shares is sold short. If the turn comes, that's a lot to buy back.

The chart: semis bottomed in week 5 of both 2026 selloffs. This is week 4.

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Patient Investor @PSInvestor 37m

If you listened and followed.
I am so happy I was able to find close to the bottom for once.
$CIFR $IREN $APLD $MU $CRWV $NBIS $SMH

Patient Investor Verified account @PSInvestor Nov 3

𝗦𝘁𝗼𝗽 𝘀𝗰𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗳𝗼𝗿 10 𝘀𝗲𝗰𝗼𝗻𝗱𝘀. 🚨🚨🚨🚨🚨

$APLD's CEO and President bought $6.7M of stock at $18 to $19. It closed Monday at $17.

About 1 in 5 $APLD, $IREN and $CIFR shares is sold short. If the turn comes, that's a lot to buy back.

The chart: semis bottomed in week 5 of both 2026 selloffs. This is week 4.

View quoted post on X

Patient Investor @PSInvestor 1h

Appreciate it, @Golan_Lewkowicz . The 10-Q is where the $FABC FabricAI and $KOPN Europe details sit, so I wanted them in there. More pros than cons for me too.

Patient Investor Verified account @PSInvestor 17h

$KOPN Q3: revenue beat by 14%, and half of it now comes from funded development. The Army took its MicroLED funding to $34M, Neural I/O demos at CES in January, and drone orders slipped. I have held since last year and added under $3 recent dip. x.com/i/article/2120…
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Patient Investor @PSInvestor 2h

I've been using X for 1 year, and I'm only just discovering that you can take a screenshot of a tweet directly from the Copy Link option. 🤦‍♂️🤦‍♂️🤦‍♂️

Patient Investor @PSInvestor 5h

$QS spent five years arguing sulfides fail as a battery separator. Today it offered its separator to the companies betting on sulfides.

Osprey pairs the $QS ceramic separator with a solid sulfide cathode, and customers can bring their own.

That is the separator toll from my June series, with a new set of possible payers.

$QS says the Osprey process works at lab scale and has not given it a timeline.

Patient Investor Verified account @PSInvestor Oct 22

Two years holding $QS. I went through the Q3 letter and the full call, and built three models on the new 100 MWh line.

PowerCo transition payments are gone. One model shows how long $819.8M lasts if the line is paid from the balance sheet. x.com/i/article/2113…
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