@realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029... Don't need to keep entering new/...
Author recommends holding existing positions in Intel (INTC), Rocket Lab (RKLB), and Nebius (NBIS) for multiple years—compounding into 2029—rather than repeatedly entering new trades. Strategy status: open / recommended: buy.
Linked assets
This play links three tickers: INTC (Intel), RKLB (Rocket Lab Corporation) and NBIS (Nebius Group N.V.). The author frames them as core long-term holdings expected to persist through 2029; limited new fundamental detail or catalysts are provided in the original post.
Mentioned as a core long-term holding expected to persist through 2029; no catalyst provided.
Rocket Lab Corporation, a space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.
Mentioned as a core long-term holding expected to persist through 2029; no catalyst provided.
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.
Mentioned as a core long-term holding expected to persist through 2029; lower confidence due to limited context/detail in the post.
Source proof
Source proof: Strong source proof | 4 extracted claims | 3 directional assets | 1 supporting author | headline-like title review
Primary source is a social post expressing the author’s confidence these positions will be around in 2029. Related social posts preserved for context include media coverage mentions (De Tijd, Reuters/Bloomberg) and other thesis-level commentary on photonics, supply chains, and transformer demand. None of the linked posts supply new quantified fundamentals or time-bound catalysts.
Social post thanking a Belgian newspaper (De Tijd) for covering the author’s supply chain thesis in CPO (co-packaged optics) + photonics, and mentioning tickers AAOI, XFAB, and MRVL. No new fundamental datapoints or catalyst details provided beyond media coverage/awareness.
User complains about spam/bots on X and hopes the platform improves moderation. No concrete market-moving info or catalysts provided.
Post argues HPS.A (Hammond Power Solutions) is nearing a 2-month technical timeframe level and remains a compelling “compounder” due to strong transformer-demand visibility, solid backlog, and high market share in dry-type transformers. Mentions “Transformers in the Sky” up 83.3% (unclear reference/benchmark).
Analysis reset: X provider unavailable during stale source-analysis outage; event preserved without source analysis.
Analysis reset: X provider unavailable during stale source-analysis outage; event preserved without source analysis.
Single tweet claiming a past stock idea ($SOI) is up “hundreds of percent” and taking a victory lap. No new catalyst, timeframe, or forward-looking thesis is provided, so actionability is low.
Post highlights strong past performance in Soitec ($SOI) (4x since author went long; +15% after earnings) and frames a bullish catalyst: company reorganization to meet demand for SOI substrates for photonics. Limited concrete details (no numbers/guidance), but implies improving end-demand and strategic alignment.
Post notes Reuters/Bloomberg had more neutral coverage on XFAB. Mentions a structural thesis: XFAB has exposure to ~800V DC power semiconductors tied to NVDA, and mentions ongoing NVDA/NOK evaluations for photonics, plus CHIPS Act as a potential tailwind. Content is thesis-level but lacks concrete new data, timing, or quantified impact.
Supporting authors
Single author sourced from social posts and replies. The content is thesis- and conviction-driven rather than an evidence-rich, data-backed disclosure.
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Recommended strategy: buy and multi-year hold existing positions to compound into 2029. No new entry timing or specific sizing guidance provided in the source.