Sean

@nxrthfvceee @ilySalt It’s based on the island which is pronounced like Lacy says it

@ilySalt Deji's right tho

Lacy & Deji had a serious debate on stream about how words are pronounced differently in the USA vs UK 👀😭

@tbpn @davidchang Weed and food go great together..a restaurant/smoke lounge named Munchies would be a banger

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder @davidchang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past 10 years in food was ride sharing," which allowed people to spend more on alcohol, he continued. "Restaurants were a bubble...now, at least in LA, people are drinking much less." From his appearance on the show in November.

@aleabitoreddit Schneider Electric..Square D switchgear?

Turns out... Easter egg hunting works in stocks as well? Can't believe one of my followers found the undisclosed supplier of a T1 hyperscaler like $NVDA or $GOOGL by: -> Looking at an executive's from LinkedIn posts. -> Magnified the edges of one of their posted photo by 5x -> Found one of the machines that looked distinct enough to identify -> Traced the color scheme of a machine back to a small company -> Identified the undisclosed supplier. I'm genuinely impressed.

@TradableAstro -

Panic across the board Can buy calls with time tomorrow morning and then claim to be the greatest $SPY $QQQ POV: me waiting for open

@NoLimitGains Build a better horse they said

The same companies selling you the future are borrowing money to build it.

@yianisz what does the technician have to do when the laser inevitably fails from use? Currently we only have to swap the plug.

Blazar is $POET's biggest development because it tries to simplify how AI optical systems are built. Today, the laser (from $AAOI, $LITE) and the photonics chip (linked to $COHR, $TSEM) are separate parts. Blazar combines them into one integrated unit by bonding the laser directly onto the photonics platform. In simple terms, it removes complexity, fewer components, lower loss, and potentially cheaper at scale. if this works, it doesn’t just compete with existing players, it changes the structure of the whole system. But like everything with $POET, it still needs real volume orders to prove it.

@yianisz What is their solution to laser failure?

I’ve been digging into $ALMU and I’m watching this one closely because the setup is genuinely asymmetric. While most investors are focused on system-level names like $COHR, $LITE, and $AAOI, Aeluma is going after the root issue, the laser bottleneck in silicon photonics. Right now, platforms from $TSEM and Intel still rely on external lasers and complex integration. Aeluma is trying to change that by growing laser material directly on 300mm silicon wafers, which IF it works, could lower costs significantly and simplify the entire architecture as the industry moves toward CPO and NPO. But this is still early.. revenue is minimal, guidance is modest, and the story is not about 2026 numbers. It’s about whether they can move from promising technology to real adoption. I am watching closely because the first real design win changes everything. Until then, this sits in that interesting zone where the upside is clear, but the proof is still pending.

@aleabitoreddit What’s your thoughts on power semis being after photonics? Is now the time to load up? At quick glance thinking players like POWI, MPWR, STM or ON.

Photonics is the next major bottleneck. $NVDA has signaled each one ahead of time from: HBM (with Samsung/Sk Hynix) to CoWoS and now with the $LITE and $COHR investment: Laser Fab, CPO, and InP. For the most asymmetrical longs in each bottleneck: 1. InP Substrates: $AXTI, Sumitomo, JX 2. InP Upstream Feedstock + Processing: $AXTI 3. Lasers: $AAOI (internal), $AVGO, $COHR, $LITE 4. CPO: $TSEM, Soitec. The laser bottleneck was confirmed from the $AAOI earnings call when three different hyperscaler wanted to buy out any optical transceiver they can produce. The InP substrate bottleneck was confirmed with the backlog from $AXTI. (Image source of players: IndexBox) And the CPO bottleneck is widely expected to happen later in late 2027-2028. There's short term volatility from $AVGO comments around "CPO" in specific. But that's different than the laser -> transceiver and InP bottlenecks happening now. For timeframes: $AAOI, $LITE, $COHR and the laser transceiver bottleneck is happening real time (and is expected to get worse like memory into 2028). $AXTI, Sumitomo and the InP substrate bottleneck is happening real time (and is expected to get worse as long as AI uses photonics for the many years to come). And the larger architectural shift to CPO led by $NVDA will likely happen in 2028. These feel inevitable for the next paradigm shift in AI.

@yianisz This contradicts your rhetoric the past week that you’ve shared with @aleabitoreddit

If you’re wondering why $LITE is down while $AAOI is ripping.. $LITE: investors are digesting dilution from the $2B $NVDA preferred deal and locking profits after an ~800% run. $AAOI is up mostly due to a short squeeze and momentum after strong news and high short interest forced shorts to cover.

@Raindropsmedia1 Separate bills..my friends have been doing it for years

Woman refuse to split the bill at a restaurant with friends and is only paying for her own tab.👀 🍽️ 🥂

@DaMiKe2d @OneLaneRoad416 @PackersRealm @grok Here is a different angle since you want to doubt the other video. youtu.be/Maqe58wk78w?si…

@seankrivitz @OneLaneRoad416 @PackersRealm @grok Doesn’t look like the same game as the photo

The greatest sports photo ever taken

@PackersRealm youtu.be/cgAK8KVHwHk?si…

@OneLaneRoad416 @PackersRealm @grok youtu.be/cgAK8KVHwHk?si…

@PackersRealm @grok is this picture real?

@Mr_Hip @ebk1ng @swillysports Explain how this looks similar at all? I gotta find out how your brain works.

@ebk1ng @swillysports

if somebody did this after picking me off i’m killing myself

@RagnarokNation Hoes gonna ho

Zoe Spencer finds out she got leaked and just says fuck it then starts going wild dancing 😭😭💀

@evanwitsports @NotionsOfJacob Between Jacke and Longwell..none other than 3rd round pick Brett Conway.

@NotionsOfJacob There was a pretty bad kicker between Longwell and Crosby

@NotionsOfJacob Nobody remembers Brett Conway who we drafted in the 3rd round of the 1997 draft. He missed every preseason kick and was cut by the end of training camp. There were TV commercials at the time of a person wearing a #2 Packer jersey missing the urinal while peeing lol.

@scubaryan_ Entitlement at its finest

iShowSpeed was left confused after this mother called the store he was in to complain about him accidentally walking past her 4 year old son that was trying to meet him 😅

@KaiCenat #mafiathon3

180,000 SUBS CLOSING IN ON 200K DAY 2 LETS GOO🔥LOVE ALL THE SUPPORT🤞🏾

@Jram2TBJ It’s called a “fuck up” just like second to last pick in the 3rd round of this draft

What does he know