DemonRoj

These photonics stocks have strong growth runway over the next decade. Here's is the full cheat sheet - Photonic Materials and Substrates 1. $GLW +128% 2. $LWLG +246% 3. $AXTI +350% 4. $ALMU +8% Packaging and Assembly 1. $FN +50% 2. $AMKR +82% 3. $TSM +26% 4. $GFS +68% Lasers and Light Sources 1. $LITE +128% 2. $COHR +73% 3. $IPGP +66% 4. $LPTH +38% 5. $LASR +98% Optical Components and Transceivers 1. $AAOI +309% 2. $OPTX +207% Photonic Integrated Circuits 1. $MTSI +207% 2. $POET +110% 3. $AVGO +22% 4. $MRVL +84% 5. $CRDO +37% Test, Sensing, Broader Photonics 1. $CIEN +111% 2. $CSCO +17% 3. $MKSI +67% 4. $VIAV +163% 5. $AEHR +333% Photonics super cycle is just starting. Bookmark this post for research!

THIS IS COMPLETELY INSANE. We are witnessing a historic breakout in chip stocks that is completely decoupling from the rest of the market. - SanDisk has gone from $30 to $1,032 in 13 months. That is a 36x return. - Micron has gone from $60 to $524 in the same period. An 8.5x return. - Nvidia is at $209, just 1% below its all time high of $212. But this week will decide if the rally continues or stalls. 5 out of 7 Magnificent Seven companies report earnings this week. FOMC decision on Wednesday. ISM manufacturing forecast is 53 which would be a 45 month high. Everything depends on this week.

BREAKING: Anthropic's pre-IPO valuation has officially hit a record $1 trillion. Anthropic's implied valuation is now up +733% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain, backed 1:1 by SPV exposure on Jupiter, are providing a real-time proxy for the company’s implied IPO valuation. Anthropic has now become the third company to exceed $1 trillion in implied valuation, joining OpenAI and SpaceX. The implied market cap of these 3 companies alone is now up to $3.7 TRILLION. We are about to witness a historic IPO run.

🚨 GOOGLE, META, OPENAI etc. BIG TECH are REJECTING JOB CANDIDATES BEFORE EVEN THEY FINISH TALKING. 50 LLM QUESTIONS. IF YOU CAN'T ANSWER THEM, THE INTERVIEW ENDS BEFORE IT STARTS. The people passing these interviews are walking out with $200k+ offers. Someone just LEAKED THE EXACT LLM INTERVIEW QUESTIONS these companies are asking right now. And the gap between people who know these answers and people who do not is already costing careers. Here is every category you need to know: The Basics they always ask first: ↳ How does tokenization work and why does it matter ↳ How does attention actually work inside a transformer ↳ What is a context window and what breaks when it gets too big ↳ What are embeddings and how do they get initialized ↳ How does the model know word order without reading left to right The fine-tuning questions that eliminate 80% of candidates: ↳ What is LoRA and why is it better than full fine-tuning ↳ What is QLoRA and when do you use it instead ↳ How do you fine-tune a model without making it forget everything it already knows ↳ What is model distillation and why do companies use it ↳ How do you handle vocabularies with millions of possible words The generation questions most people guess on: ↳ Beam search vs greedy decoding, which one and when ↳ What temperature actually does to model output ↳ The difference between top-k and top-p sampling ↳ Why autoregressive models work differently from masked models The advanced concepts that separate good from great: ↳ How RAG works and why it beats fine-tuning for factual accuracy ↳ Why Chain-of-Thought prompting makes models dramatically smarter ↳ What Mixture of Experts is and why every frontier model uses it now ↳ Zero-shot vs few-shot learning and when each one wins The math questions that make people sweat: ↳ Why softmax is used inside attention and not something simpler ↳ What cross-entropy loss actually measures ↳ What KL divergence is and where it shows up in AI training ↳ Why vanishing gradients were destroying transformers and how they fixed it If you are applying for any AI role in 2026 and you cannot answer at least 40 of these, you are not ready yet. The full list of 50 questions is worth printing out and going through one by one. Save this post. Your next interviewer has almost certainly pulled from this exact list.

Anthropic just placed a $21 billion chip order. Most people saw the headline and moved on. They should not have. Because this single purchase explains everything about where AI is heading in the next 24 months. Here is the full breakdown:

Amazed still no downgrades on $SE despite MASSIVE underperformance. Extremely puzzling . We will disclose our channel checks on Shopee and TikTok next week

NEW UPDATES: Iranian sources signal a potential breakthrough in US-Iran negotiations could come “tonight or tomorrow.” Important details: 1: An Iranian diplomatic source tells RIA: preparations for Iran-US talks in Pakistan may see a breakthrough “tonight or tomorrow” 2: Iranian sources via CCTV confirm the same, negotiations are actively progressing behind the scenes 3: Simultaneously, the US Defense Department confirms forces intercepted and boarded a sanctioned stateless tanker named “Majestic X” in the Indian Ocean carrying Iranian oil 4: The US military separately seized another oil tanker associated with Iran, per AP 5: Iran-US talks reportedly remain on the table despite the active enforcement, Pakistan is still working to bring both sides back to the negotiating table, per NY Times The US is applying maximum pressure and pursuing diplomacy at the same time. I’ll keep you updated. Turn on notifications. A lot of people will wish they followed me sooner.

BREAKING: Senate Republicans stopped an Iran War Powers Resolution 51-46. Democrat John Fetterman voted with Republicans; Republican Rand Paul voted with Democrats.

$DRAM $MU SK Hynix posted record-breaking results for Q1 🤯 Operating Profit: Soared 405% year-over-year to a record 37.61 trillion KRW, equivalent to approximately $25.4–27.8 billion USD. This marks the first time quarterly operating profit exceeded 30 trillion KRW and represents the highest quarterly earnings in the company’s history. Revenue: Hit a new all-time high, jumping 198% year-over-year to 52.58 trillion KRW (roughly $35.4–35.6 billion USD). The company has now set record revenue and operating profit for four consecutive quarters since Q2 2025. Key Drivers Strong demand from big tech companies (including Nvidia) for AI infrastructure fueled explosive growth in HBM and conventional memory products. DRAM: Prices rose dramatically (HBM DRAM price jumped from $1.35 to $13 per unit over the past year). SK Hynix held a ~59% HBM market share in 2025 and is expected to maintain leadership (50% share) in 2026. NAND: Prices increased sevenfold over the past year. SK Hynix ranked second globally with a 22.1% market share as of Q4 2025. Additional tailwinds are expected from Nvidia’s upcoming “Vera Rubin” AI accelerator, which will use NAND-based “Inference Context Memory Storage.” The company is expanding capacity aggressively, including a new ~$3.87 billion fab in Indiana, USA, and major investments in South Korea (Cheongju and a massive Yongin complex).

In January 2025, we committed to generating 10GW of compute and have already identified over 8GW of that. Now, we're planning for 30GW of compute by 2030. A milestone that scales with the rapidly accelerating demand for intelligent systems. Image generated by @ChatGPTapp Images 2.0 😉 #YouCanJustBuildThings

NEW: 🇺🇸🇮🇷 Details of the latest U.S.-Iran draft proposal, according to Amit Segal & various other sources: – Iran agrees to a 15-year enrichment suspension, with the exception of research reactors for medical isotopes. – Iran’s stockpile of 60% and 20% uranium would be partially converted to reactor fuel, and partially ‘downblended’ to a lower enrichment level. However, it won’t leave Iran. – Full IAEA supervison on Iran’s nuclear sites. – Opening the Strait of Hormuz, with the possibility of collecting tolls. – The U.S. will offer Iran phased sanctions relief – The U.S. will unfreeze all Iranian assets currently frozen abroad, amounting to $20 Billion or more. – The U.S. will commit to a non-aggression pact with Iran that is ensured through a UN National Security Council resolution and a treaty ratified by Congress. – The U.S. will withdraw all its military forces from the Persian Gulf.

CEASEFIRE UPDATE: IRAN-U.S DRAFT PROPOSAL ✅ Iran agrees to a 15-year enrichment suspension, with the exception of research reactors for medical isotopes. ✅ Iran’s stockpile of 60% and 20% uranium would be partially converted to reactor fuel, and partially ‘downblended’ to a lower enrichment level. However, it won’t leave Iran. ✅ Full IAEA supervison on Iran’s nuclear sites. ✅ Opening the Strait of Hormuz, with the possibility of collecting tolls. ✅ The U.S. will offer Iran phased sanctions relief ✅ The U.S. will unfreeze all Iranian assets currently frozen abroad, amounting to $20 Billion or more. ✅ The U.S. will commit to a non-aggression pact with Iran that is ensured through a UN National Security Council resolution and a treaty ratified by Congress. ✅ The U.S. will withdraw all its military forces from the Persian Gulf. Source: Amit Segal Israel Channel 12

They should change the name to "Strait of Schrödinger". It's both open and closed at the same time.

After 2 months of using Claude Cowork daily, I can confidently say it’s completely transformed how I work. Here are 9 powerful prompts that automated most of my business—and they can do the same for you 👇 Bookmark this 🔖 before it goes viral.

GOODBYE POWERPOINT. 🚨 Claude can now create a full presentation in just 120 seconds. No slides. No stress. Use these 6 prompts and watch the magic happen.

Netflix built a $280 billion company by training an algorithm on every click until it knew what you wanted before you did. Claude can now train your business the same way (for free). Here are 6 insane Claude prompts that train your offer, content, sales, pricing, and audience automatically. (Save for later)

BREAKING: GOODBYE POWERPOINT. 🚨 Claude can now create a full presentation in just 120 seconds. No slides. No stress. No design skills. Just prompts. Use these 12 prompts and watch the magic happen:

BREAKING: Anthropic is now trading at an implied valuation of $1 trillion+ on secondary market platforms, surpassing OpenAI.

Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.

Claude Opus 4.7 is reportedly dropping this week : here's what's coming - Anthropic is set to release Claude Opus 4.7 as early as this week, according to new reports from The Information and internal codebase leaks. - Alongside the new flagship, they are launching an AI powered design tool that can build entire websites, landing pages, and presentations just by describing what you want. - This new tool is aimed at both developers and non-technical users, posing a direct threat to existing tool like Google's Stitch. - Internal commit messages already leaked codenames like Capybara and Tengu, confirming that the next generation of Opus and Sonnet has been in final prep for a while. - The recent performance dip in Opus 4.6 the so called "67% thinking drop", now looks like a deliberate move to save compute resources ahead of this major flagship jump . - Competition is heating up fast, OpenAI has responded by launching GPT-5.4 Cyber, a specialized model for defensive security that directly challenges the high end Claude Mythos.