PHINIGAN
5.4K posts

PHINIGAN
@CaseyPhinigan
I’ve wore more boots than shoes,had frostbite on suntan, paid my dues across the bridge where oil bleeds from sand
Katılım Haziran 2020
294 Takip Edilen87 Takipçiler
Sabitlenmiş Tweet


$EDAP Announces Corporate Name Change to FocalTherics™ to Reflect Exclusive Focus on High-Growth Robotic Focal Therapy | Focal One® investor.focalone.com/news-releases/…
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@pennycheck Buy CORZ, they got empty stables for the hyper scaler ponies. Cut Kilroy, big hat no cattle.
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It’s a southern thing, like grits
Ryan Gerritsen🇨🇦🇳🇱@ryangerritsen
Hundreds of people are stranded on Hwy 63 in northern Alberta due to a snowstorm. Just imagine if these were all EV’s…
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@BgEdgelord I think it's a nothingburger. I'm almost certain US would militarily defend Taiwan.
There's 0 shot they would just surrender our entire supply chain to China.
And China knows this and would not want a Nuclear fallout with direct US conflict.
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Digitimes: Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers.
Huge. Emphasis. on: "CPO and Silicon Photonics bottleneck" + "Testing."
$FORM, $KEYS, $ASE, and $ATEYY are popular ones ones in this bottleneck eg. optical alignment.
Then there's $AEHR for exposure to SipH yields/testing bottlenecks.
Forecasts show that by 2026, over 50% of data center transceiver sales will come from silicon photonics (SiPh) modules.
Right now, in 2026, there's quite still a few qualification cycles:
But expect mass order ramp to hit anytime.

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PHINIGAN retweetledi

BREAKING: The world is now experiencing its largest oil supply shock in history, losing nearly 20 million barrels of oil supply per day.
Top oil supply shocks:
1. Hormuz Closure (NOW): -20 million b/d
2. Iranian Revolution (1978): -5.5 million b/d
3. Yom Kippur War (1973): -4.5 million b/d
4. Iraq-Kuwait War (1990): -4.3 million b/d
5. Iran-Iraq War (1980): -4.0 million b/d
6. Russia-Ukraine War (2022): -2.0 million b/d
The current supply shock is roughly the same size as the top 2-6 COMBINED.
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@Osint613 @Reformed_Trader “I built and rebuilt our military in my first administration”
Classic
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@TheFigen_ You constantly complain about the algorithms which for some reason didn’t flag this as engagement farming.
I pity people that have to make a living like you do
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