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IRANIAN STATE MEDIA, CITING SENIOR MILITARY OFFICIAL: IRAN HAS NO PLAN TO TARGET THE UAE

Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

OE Solutions (138080.KQ) looks way too cheap - just $320M MC They do the exact same in-house InP laser chip + full transceiver manufacturing model as $AAOI + $COHR But OE Solutions are at a fraction of their valuation while hitting the same 1.6T tailwinds. OE Solutions TLDR: - full control from InP laser chips upstream through packaging and final assembly. - directly targets 1.6T scaling & CPO AI applications - Tier-2 scale wins design-ins w/ tier-1 OEMs ( $CIEN/ $CSCO ecosystem). - South Korea is mandating 5G-SA upgrades & doubling spectrum by end of 2026 while targeting pre-6G tech demos in 2026 (government plan). OE already supplies Korea’s national 5G network at scale. - 2025 rev jumped 79% YoY to ₩57.4B, but ₩27B loss due to R&D and capex. Positioned for profitability inflection this yr as new high-power products begin to contribute. - 2025 quarterly run rate of ₩15B & Q4 +58% YoY confirm growing backlog. - Q1 2026 earnings (mid May) will be the first view on profitability trajectory. OE's fwd P/S multiple = 8x vs. : - $LITE ~30x - $AAOI ~25x cheaper entry into the same vertical integration + AI-edge playbook as $AAOI, $COHR, $LITE And leaves room for re-rating on profitability inflection. But ofc, any execution slippage keeps them at depressed valuations. (Note, adjusting my initial post r.e. 1.6T laser sources. $LITE, $COHR, $MTSI, $SIVE, $AAOI should probably all be included for comparisons)

Ok! I did the math ✍️ If $NBIS hits $167 I’m at 25,000% gains from my original $50k I started with 12 years ago. To celebrate, if it hits that number this week, I’ll give $100 to a follower that likes and retweet this. Must have a Zelle account. 🫡👊

Memory shortage stocks have to go to a higher place. It's very difficult to imagine it, but stocks do gallop to where they should be... WDC SNDK, STX, will be overheated until they get to where they have to go

still not too late to buy these btw

5/1 Notable Flow $AAPL 295 C 12/18/2026 $5M 21.06avg $GOOGL 385 C 06/18/2026 $7.8M 18.18avg $HOOD 80 C 05/29/2026 $2.4M 2.83avg $NOK 19 C 09/18/2026 $6M 1.18avg 43% OTM $TSLA 480 C 08/21/2026 $6.2M 13.85avg 23% OTM $WVE 8 C 06/18/2026 $760K .69avg

IRAN'S NAVY SAYS IT PREVENTED THE ENTRY OF U.S. WARSHIPS IN THE STRAIT OF HORMUZ AREA

$AAOI This call is INSANE. If they can execute on what they are saying, you are looking at a massive massive re-rate I cannot wait to share my full thoughts later today There is also massive signal for the entire industry here.