Juke
1.4K posts





$NOK up 53% in a single month, tripled off the $4 lows. Are people are starting to realize this isn't the boring phone maker anymore? > Optical Networks running on the 800G ZR coherent pluggables from the Infinera deal, sitting directly in the hyperscaler capex cycle. > AI-RAN turning every cell tower into a distributed inference node, what Jensen calls "Robotic AI Radio." > Nvidia took 2.9% at $6.01 in October. Stock has doubled from there. Still only $67B market cap on a business guiding ~50% operating profit growth into 2028. $NOK $NVDA $CIEN



In my profession, I see the proliferation of AI in medicine & therapeutics every day. IMO, AI is going to proliferate every aspect of oncological and medical therapeutics....starting with individualized, tailored genome testing and proteonomics. $ABSI has funding thru 2028 plus the backing of AMD+Oracle for guaranteed computer power. What interests me about it is that it has a unique moat: it is the only biotech, public or private, that is targeting non-drug affiliated antibody targets. M&A chance is high as interested in AI augmented biotherapeutics continues to grow. IV on OTM long dated calls was cheap so I bought calls while spot price was $3.15.



Started a new spot position in Lightpath, $LPTH @ $11. DD summary below (full DD in research discord) + updated integrations worksheet w/credit to @KairosPraxis for his original spreadsheet At $480m market cap w/$42m in confirmed revenue, the company is EBITDA+ ....there is zero reason this shouldnt go up a ton in the years ahead bc we all know drones, defense + optical sensor tech arent going anywhere. 🛰️Bonus trade as a @SpaceX beta trade bc of providing @Starlink Optical Space Inter-Satellite Links.


















