Vih Sat

$TTMI $CLS $FLEX $FN ... The electrical contractors group looks good... "what’s in the bahx?” The lone wolf is Celestica....for now

The Kyoto Aquarium in Japan keeps a wall-sized flowchart tracking the romantic relationships, breakups, and drama between their penguins. They update it every year. Red hearts mean couples. Blue broken hearts mean it’s over. Purple lines with question marks mean it’s complicated. Yellow means friendship. Green means enemies. One female penguin reportedly ended six relationships in a single year. The comment under her photo, translated from Japanese, described her as “basically demonic.” Another penguin was caught dating someone 17 years older who also turned out to be their great aunt. And penguins who get broken up with sometimes refuse to eat. Apparently the staff say wing-flapping means flirting, grooming each other means it’s official, and if a penguin steals another penguin’s egg… well, it’s exactly what it looks like.

@Aagan86 @YogeshShende @irfhabib @TheRupali @iamyusufpathan No - you are a dumb "journalist"

@YogeshShende @irfhabib @TheRupali @iamyusufpathan are you dumb, or pretending to be one?

She was born and raised in Mumbai Her father shifted to Mumbai long before TMC came to power. What connection does she have with Bengal except the surname? What struggles is she talking about? @TheRupali has learnt the art of giving fake bhashan from Paw Paw

@SamantaMajumder @joysamcyborg @AdityaMenon22 🙄🙄

@joysamcyborg @AdityaMenon22 Under Modi's rule, India also has become an on-call prostitute of America and Israel. Modi is a disgrace to India.

How did Pak endear itself to Trump despite being China's ally? Why did this happen after Op Sindoor? How does Pak have pact with Saudi yet be acceptable to Iran as mediator? If Indian experts are truly patriotic, they'll analyse these questions rather than blabber like juveniles

@advsanjoy Laudu - Pakistani role was supplying rooms in Serena Hotel and the catering. The guys who can't speak to Afghanistan (next door) and were copy pasting US statements on Twitter were doing mediation between US and Iran (real war is indirectly with china)? - Absurd/laughable 😂

Pallo both Iran and US have thanked Pakistan and placed on record that they have tried their best. Khikhi is playing ambulance ambulance in Siliguri!

@BeeboBhua @SupriyaShrinate @gauravsinghPB

@SupriyaShrinate @gauravsinghPB India planned a solo trip for Pakistan, but Pakistan turned it into a luxury cruise for the USA and Iran. Now India is standing at the dock with a suitcase and no ticket. 🚢

The world, including India will bear the consequences of the collapse of talks between the US and Iran. Continued conflict doesn’t just endanger peace it means supply disruptions. For India - LPG shortages, higher fuel prices, and a fertiliser crunch for farmers.

@PrishaSargam Isi Pakistani account? 😂

When you Start loving your country, You will automatically start hating BJP.

@nareshbareth India was competing with China up until the mid 1980s .....by 2000 China was far far ahead and India had their "sovereign socialist secular" drama ..

Before Modi Ji became PM,India was competing with China. After Modi Ji became PM,India started competing with Pakistan. By the time Modi Ji will leave PM post,India will be competing with Somalia.

High-Momentum Leaders: 34 Stocks Showing Expanding Relative Strength. 70% of them are from technology sector this week. $DAL – Airlines $STZ – Beverages - Brewers $CIEN – Communication Equipment $LITE – Communication Equipment $ASTS – Communication Equipment $NOK – Communication Equipment $SNDK – Computer Hardware $WDC – Computer Hardware $ANET – Computer Hardware $STX – Computer Hardware $VRT – Electrical Equipment & Parts $BE – Electrical Equipment & Parts $GLW – Electronic Components $FLEX – Electronic Components $CLS – Electronic Components $AU – Gold $AGI – Gold $PAAS – Gold $COHR – Scientific & Technical Instruments $LRCX – Semiconductor Equipment & Materials $ENTG – Semiconductor Equipment & Materials $TER – Semiconductor Equipment & Materials $Q – Semiconductor Equipment & Materials $TSEM – Semiconductors $GFS – Semiconductors $ARM – Semiconductors $AMD – Semiconductors $MU – Semiconductors $INTC – Semiconductors $MRVL – Semiconductors $NBIS – Software - Infrastructure $SATS – Telecom Services $VIK – Travel Services $CCJ – Uranium Note: Hottest Stock Screener Chapter 3.2, jfsrev.substack.com/my-trading-too… @finviz_com

The best technical risk on, risk off indicator in the market, especially if you’re a trend follower like me, is the weekly MACD (6,20,9). Once MACD crosses down and price loses its uptrend, just wait for the first weekly close with a MACD up cross. That’s your confirmation. You don’t need breadth. You don’t need sentiment. You don't need NAAIM. You don't need COCK data. You don't need an over complicated dashboard. You don’t need any other indicator. All of these things are noise. You only need PRICE and MACD. Don’t believe me? Go back and look for yourself across any time period, then be the judge. MACD is a timing tool. This concept applies across all timeframes, even intraday, where it helps you dial in precise entries while aligning with higher timeframe key levels. It took me five years of relentless study and commitment to continuous improvement to boil risk on down to something this simple. If you follow a system like this with discipline, and you aren’t already, your results should go parabolic. Hope this helps. Let me know if you have questions.

THE 4 BIGGEST GROWTH THEMES OF 2026 Photonics / Optical AI • $LITE - Lumentum • $AAOI - Applied Optoelectronics • $COHR - Coherent • $AEHR - Aehr Test Systems • $LWLG - Lightwave Logic • $CIEN - Ciena Nuclear & Grid Scarcity • $OKLO - Oklo • $SMR - NuScale • $GEV - GE Vernova • $LEU - Centrus Energy • $VST - Vistra AI Compute Hosting • $IREN - IREN • $NBIS - Nebius • $CIFR - Cipher Mining • $WULF - TeraWulf • $HUT - Hut 8 Space Economy • $RKLB - Rocket Lab • $ASTS - AST SpaceMobile • $LUNR - Intuitive Machines • $BKSY - BlackSky • $SATS - EchoStar • $SIDU - Sidus Space Retail will chase hard soon.

Half the power transformers in America are dead. Not aging. Not old. Past their useful life. Running on borrowed time. JP Morgan just classified the US power grid as a national security risk. 50% of distribution transformers are past end of life. Two-thirds of transmission lines are over 25 years old. The backbone of American electricity was built before the internet existed. Now AI needs more power than the grid can physically deliver. Data centers consume 3-4% of US grid capacity today. By 2028 that number hits 10%. And nearly half the data centers scheduled to open this year have already been delayed or canceled. Not because of money. Because there isn't enough electricity. The wait time for a single large power transformer is five years. Critical components are still sourced from China. The most valuable companies on earth are trying to plug into infrastructure that was built when Eisenhower was president. Trump just mandated that AI data center companies produce their own power. Diesel generators. Solar. Batteries. Microgrids. The government is telling trillion-dollar companies to build their own electrical grid because the country's grid can't handle them. OpenAI paused a £31 billion data center project in the UK because electricity costs were 4x higher than the US. The AI buildout isn't bottlenecked by compute. It's bottlenecked by the physical inability to move electrons from a wire to a building. $1 trillion in US grid investment is expected through 2035. A trillion dollars flowing into one sector over 9 years. Almost nobody in retail is positioned for it because "power grid" doesn't sound like a growth story. It's the biggest growth story in the market right now. Where I'm putting money. Transformer manufacturers are the bottleneck play. Eaton (ETN), Hubbell (HUBB), and GE Vernova (GEV) build the transformers, switchgear, and grid equipment every utility and data center needs. Five-year backlogs mean five years of locked-in revenue. Not speculative demand. Booked demand. Quanta Services (PWR) and MasTec (MTZ) physically build transmission lines and grid infrastructure. Every dollar of the $1 trillion spend flows through contractors like these before it reaches the ground. Utilities in data center corridors are printing. Dominion Energy (D) serves Northern Virginia, the largest concentration of data centers on earth. NextEra (NEE) is building renewable capacity specifically to serve data center contracts. Natural gas producers benefit from Trump's mandate directly. If data centers build their own power with gas turbines, they need fuel. EQT is the largest natural gas producer in the US and trades at a fraction of what an "AI-adjacent" label would give a software company. The AI trade has been NVDA and hyperscalers for 3 years. The next leg is the physical infrastructure that makes AI possible. Wires. Transformers. Gas. Concrete. The unsexy stuff nobody talks about because it doesn't have a chatbot attached to it. The market is always changing and you don't have the time to track it. I've decided to run a 100% FREE webinar to discuss market moves and how to adapt and make money from real world events. Link is in comments.

@mizanrsharif @JonFDanilowicz @AhmedShahAzfar Ha ha ha 🤣. Both India and Pakistan are irrelevant .... They are used and abused by the superpowers

India is increasingly less relevant in the emerging geopolitical contest between the U.S., on the one hand, and China, Iran, and Russia. It is their choice. Sadly, India was hugely relevant and non-aligned in the past under Prime Ministers Jawahar Lal Nehru, Indira Gandhi and even Manmohan Singh.

If one only paid attention to the Indian media and on line comments, it would be reasonable to conclude that India wants the Islamabad peace talks to fail, just to spite Pakistan. This shows how warped public discourse has become due to India's fixation on its neighbor.

@KweziMama @Sukhdevsidhu3 @mary1469539 Can you explain this more? Thanks

@Sukhdevsidhu3 @mary1469539 Many countries are paying colonizers reparations until today

Amin should have led Uganda for 41 years we would be a first world.

@indian_toronto @teja2495 Ha ha ...yes...

@teja2495 Have you noticed that they give you 20-39 secs to receive and enter OTP? Am I hacking into a Swiss bank locker in an Ocean Eleven movie? Why this drama?

I hated the ICICI NRO/NRE banking experience so much that I closed my account today. I already knew Indian banking isn’t great, but I assumed a top bank like ICICI would be manageable. I was wrong. The experience was terrible. I don’t understand how people regularly use these accounts. - The app fails to work most of the time. - ICICI representatives sometimes call me in the middle of the night just to check if everything's okay. - They ask me to redo KYC every year. That’s fine, but the process is outdated. I had to download forms, fill them manually, sign with ink, print documents, and attest everything. It feels like 2015. - I get account closure warnings every six months if I don’t use it. This might make sense for regular accounts, but not for NRE accounts. I live in the US and don’t use it often. These limits shouldn’t apply as long as there’s sufficient balance. To keep it active, I had to make a ₹1 transaction. Since the app doesn’t work, I had to log in through the website. - Until recently, they didn’t allow password manager autofill. I had to manually type a 14-character random password every time. There are many more issues I’m probably forgetting. Overall, a very frustrating experience. If you had good experience with any others Indian banks with NRE/NRO accounts please let me know.

@CalmingUp @isa2001m 150 years ago, in Naples, poor people used to sit on the street and eat spaghetti with their hands (Article and photo attached). You have no idea openculture.com/2025/01/when-n…

Go back 150 years and even the most country bumpkin white in America would not be this bad. India is a trash heap for a reason. If you think this is just being racist, then go ahead and visit India. I have been there multiple times. It is the only place I traveled that I found unbearable.

I 100% believe this because the past year or so in I would see Indians arriving at the central train station in Amsterdam or around the airport train station behaving like it was their first day on earth. One example, I saw an Indian woman who was scared to use the escalator, looking at it like she saw water burn, while holding up many people behind her who were trying to exit the train platform.

⛔️Stan Druckenmiller called Copper as the biggest bottleneck of the future. But AI's $1T photonics is addressing the exact Copper bottleneck: 🚀Here is AI Photonics ecosystem that are leaders of the bull market- as a basket 👇 Optical Transceivers : $LITE $COHR $AAOI $CIEN Support components: $LASR $POET $OPTX Optical switching + connect : $MRVL $CRDO Optical materials: $GLW $AXTI Optics Test/ MFG: $AEHR $FORM $VIAV Foundry: $TSEM

5 simple moves for all day energy!

@JaguarAnalytics Ha ha ha 😂🤣

2026 geopolitical tasting menu: TACO — Trump Always Chickens Out NACHO — Nobody Actually Calls Him Out QUESO — Quietly Undermined, Economy Suffers Openly BUTTER CHICKEN — Bluffing Until The Trade Escalates, Retreating... Chicken NAAN — Nobody's Accountable, Absolutely Nobody RAITA — Reality Arrives, Immediately Trump Abandons LASSI — Leaders Are Spinning, Situation Identical GULAB JAMUN — Geopolitics Unraveling, Leaders Appearing Busy, Just Avoiding Meaningful Unity Nowundefined CHAI — Chaos Has Already Infiltrated

About a month ago I built a new portfolio around the companies that make AI chips possible. Not the designers, but the infrastructure behind them. The stocks: $AMKR, $PLAB, $CLS, $ASX, $FN, $ONTO The portfolio is up 19% in ONE month. Everyone talks about $NVDA, but the real picks and shovels of the AI chip boom are in packaging (AMKR, ASX), contract manufacturing (CLS, FN), photomasks (PLAB), and process control equipment (ONTO). People keep asking why I chose these, so I had Perplexity Computer run a deep dive analysis on all six... 8 quarters of financials, gross/operating/net margin trends, debt and liquidity ratios, institutional ownership changes, insider buying and selling, full earnings call transcripts, beat/miss history, analyst price targets and recent upgrades, current valuation multiples vs 3 year historical averages, supply chain and geopolitical risk, capacity expansion stress tests, and a composite undervaluation ranking with the math shown. This is not financial advice, just a deep look at a sector I believe will outperform the broader market for the next decade.