Kurt 🇪🇺
452 posts
Software companies are going to start seeing big moves next
And yes $IGV has bottomed
This is a tweet everyone will look back at in 12-18 months and regret not using the opportunity.
When the opportunity comes, you will hesitate to pull the trigger.
This is the reality of the Stock Markets.
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Just so we are clear
$GME would need to dilute by around 60%
And their share count would need to increase by +150% in order to come up with the $16 Billion they are short to acquire $EBAY.
Cohen was very uncomfortable today because of this
No wonder Burry got out.
$GME is dying.
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@JasonL_Capital $xfab "They head the EU-funded photonixFAB consortium, aiming to industrialize Europe's silicon photonics value chain."
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$NVDA just told you exactly where to invest your money.
They just poured $4 billion dollars into photonics.
Here are 10 of the most important photonics companies you need to be aware of:
1. $LITE - Lumentum (Lasers)
The laser source that powers photonics interconnects. NVIDIA just invested $2B with a multibillion-dollar purchase commitment for advanced laser components. Building a new 240,000 sq ft InP laser fab in North Carolina. Added to the S&P 500. When NVIDIA writes a $2B check to secure your supply, the market is telling you something.
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@HvBCapital is a great example of the worst behaviour you see on FinX. Repeatedly abusing me for pointing out that the $AMTX chart is bullish. It's up 100% since I called this late last year. Price corrected last month and he chose to continue abusing me during that dip.
I told you all it was a bullish retest of a HTF breakout, and I was right. Price is heading back to the yearly highs.
Will he humbly accept that he knows nothing about markets or technical analysis? I doubt it...just another loud-mouth on X that offers zero value.
Hugo van Bilderbeek@HvBCapital
@PartTimeCharts @panterageorgio I hope you can act with integrity as honesty instead of promoting crap you dont understand. A useful idiot.
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Which monthly candle charts do you want to see today???
Comment below
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The one place where very few are paying attention.
Nov: $50
April: $57
this is just a start.
The monthly chart should not be ignored.
$TAN
Prof@TheProfInvestor
Solar is fully charged. The hated trade in full force $TAN
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Yeah I've seen enough.
Lithium looks like a good buy here.
Started nibbling on some lithium companies today.
What's your favorite lithium play, MinTwit?
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@StockSavvyShay @Speculator_io One of the reasons I’m so bullish on $SIVE is that many investors still don’t mention it when they talk about photonics!
We are so early with $SIVE 🫡
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THE 7 LAYERS OF PHOTONICS
1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG
2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX
3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC
4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC
5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN
6. Optics (module layer)
$AAOI, $POET, $GLW
7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN
Shay Boloor@StockSavvyShay
THE OPTICAL PHOTONICS BOTTLENECK As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stack: 1. $AAOI building the transceiver layer of the AI network through vertically integrated U.S.-based InP laser manufacturing. It has already secured over $200M in its first volume 1.6T order from one hyperscale customer followed by another $124M in 800G orders from a second. 2. $AEHR building the reliability layer for the optical & AI hardware stack through burn-in & test systems. It just received a record $41M follow-on order from its lead hyperscale customer reinforcing the idea that Sonoma is becoming a key production burn-in platform for high-power AI ASICs. 3. $CRDO building the connectivity layer that helps AI clusters move data faster through active electrical cables, retimers & high-speed interconnect silicon. The DustPhotonics acquisition also extends that platform into silicon photonics before copper becomes a real constraint. 4. $LITE building the laser layer of the AI optical stack through EMLs, optical components & optical switching exposure. The setup is backed by a $2B $NVDA strategic investment & optical circuit switch backlog above $400M with orders reportedly extending through 2028. 5. $VIAV building the testing & validation layer of the optical stack through network instrumentation & photonics measurement tools. It is the picks-and-shovels layer of the transition because every high-speed optical buildout still needs to be tested regardless of which transceiver vendor wins. 6. $COHR building one of the core photonics bottlenecks through indium phosphide lasers, optical engines & communications components tied to next-gen AI networking. It also has a $2B $NVDA strategic investment behind it & is doubling InP device capacity into the 1.6T ramp. 7. $MRVL building the DSP & optical infrastructure layer through electro-optics, PAM DSPs, interconnect silicon & custom networking chips. The Celestial AI deal & NVLink Fusion exposure both strengthen its position as photonics becomes more central to AI cluster design.
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🇧🇪 Men's Liège-Bastogne-Liège
⭐⭐⭐⭐ Tadej Pogačar
⭐⭐⭐ Seixas, Evenepoel, Ciccone, Skjelmose, Vauquelin
⭐⭐ Grégoire, Schmid, Baudin, Pidcock, T.Johannessen, Izagirre
⭐ L.Martinez, Van Eetvelt, Bernal, Aranburu, Scaroni, Buitrago, Tulett
#LBL
Photonics rotation could be the next move after Semis
Most are overlooking this sector right now
Here’s the Top 15:
1. $LITE
2. $COHR
3. $AAOI
4. $SIVE
5. $MRVL
6. $AVGO
7. $ANET
8. $GLW
9. $JBL
10. $AEHR
11. $POET
12. $LWLG
13. $QCLS
14. $LPTH
15. $ALAB
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"Als we kijken wat dat instituut vandaag doet, dan ben ik daar absoluut tegen."
@Filip_Bru over het Vlaams Mensenrechteninstituut in #terzaketv
Nederlands
@V__B__B__ @yangscout Haha de dommeriken zitten bij Anderlecht die hem lieten gaan en wanneer is blij zijn na een goal dom?
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@yangscout Ik denk niet dat er een bedoeling achter zat. Volgens mij was het gewoon dommigheid.
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#1 Anderlecht hater: Keisuke Goto
Yang 💙🖤@yangscout
Goto speelt volgend seizoen sowieso niet meer voor Anderlecht. Heb hem nog nooit zo hard een goal zien vieren hahaha
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