Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Fermion Profile picture
Fermion
@victor_privin
If your enemy is superior, evade him. If angry, irritate him. If equally matched, fight, and if not split and reevaluate.
Jul 1 • 26 tweets • 17 min read
🧵 Why I’m long ADTRAN Holdings $ADTN 📶: A deeply undervalued, misunderstood fiber-optic pure-play, positioned at the heart of global infrastructure, 5G, and AI data transport. Here’s the full 3–5 year thesis. 🌐📡 Image 1/ 📡 Snapshot – What is $ADTN?

ADTRAN Holdings ($ADTN) is a global telecom infrastructure provider with a vertically integrated fiber networking portfolio:

• Fiber Access (FTTH, Combo-PON)

youtube.com/watch?v=-HmgoB…

youtube.com/watch?v=y5G_Pc…

• Optical Transport (metro/core DWDM)

youtube.com/watch?v=qHTWpd…

youtube.com/watch?v=CP1gXO…

• Network Synchronization (Oscilloquartz for 5G/utilities)

youtube.com/watch?v=iljKbY…

• Software Automation (Mosaic One SDN orchestration)

youtube.com/watch?v=kHhDoS…

youtube.com/watch?v=2S5icF…

Post-ADVA merger, it’s the only pure-play fiber, sync, software vendor worldwide. 🌎Image
Image
Image
Jun 17 • 17 tweets • 14 min read
🧵 Why I'm long FMC Corporation $FMC : a contrarian deep-dive into a misunderstood agricultural innovator facing temporary headwinds. 🌾📊 Image 1/ 🌱 Snapshot: $FMC is a global leader in crop protection, offering:

🐜 Insecticides: ~56% (Diamides, e.g., Rynaxypyr®)

🌿 Herbicides: ~30% (Authority®, historically paraquat distribution)

🍄 Fungicides: ~8% (Rapidly expanding via novel active ingredients)

Despite recent market challenges, its fundamental strengths remain overlooked. 📈Image
Image
Image
May 25 • 19 tweets • 12 min read
🧵 Nuclear is priced in — here's why I exited all my positions in $URNM, $CCJ, and $CEG after years of holding since December 2022:



I was deep in uranium before most investors even knew what an SMR was.

Now that AI hype is shoving weak hands into nuclear tickers ( $OKLO, $SMR, $NNE )…

…I’m out.

Here’s why: 🧵👇Image 1️⃣ Let’s start with uranium.

You can’t make uranium in a lab. This isn’t a resource we can manufacture in labs or create in CERN.

Uranium came to Earth from supernovae and kilonovae collisions of neutron stars. It’s rare. And it’s finite.

Kazakhstan holds the bulk—and it’s politically unstable. That's not a "risk." It’s a structural limit.Image
May 17 • 31 tweets • 9 min read
🧵 Why I bought $RIG: the deepwater comeback story 🌊🛢️
A full breakdown of the bull thesis on Transocean (RIG).

Let’s dive in 👇 Image 1/
 The world still runs on oil.

But the big, long-life barrels aren't coming from shale anymore...

They're coming from 🌎 deepwater:
🇧🇷 Brazil
🇬🇾 Guyana
🇺🇸 Gulf of Mexico
🌍 West Africa Image