Delphicats
679 posts


President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $MRVL: +128%
• $IRDM: +118%
• $BE: +117%
• $AMD: +111%
• $STX: +110%
• $LUNR: +102%
• $DDOG: +69%
• $DELL: +68%
• $TXN: +55%
• $AVGO: +33%
• $GOOGL: +30%
• $NVDA: +27%
• $AMZN: +20%
• $AAPL: +17%

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We are still very, very early in the AI buildout phase.
Photonics stocks still have a long runway for growth.
1. $LITE | 134%
2. $COHR | 65%
3. $IPGP |59%
4. $LPTH| 9%
5. $GLW | 81%
6. $LWLG | 275%
7. $AXTI | 373%
8. $ALMU | 31%
9. $LASR| 82%
10. $LASE | 65%
11. $AAOI | 315%
12. $OPTX |145%
13. $MTSI | 145%
14. $POET | 1%
15. $AVGO | 20%
16. $MRVL | 85%
17. $CRDO | 22%
18. $CIEN | 114%
19. $CSCO| 20%
20. $MKSI| 69%
21. $VIAV| 189%
22. $AEHR| 309%
Value Investing Edge@StonkValue
Full list of photonics stocks by sector with strong growth potential for 2026 and beyond - Photonic Materials and Substrates 1. $GLW 2. $LWLG 3. $AXTI 4. $ALMU Packaging and Assembly 1. $FN 2. $AMKR 3. $TSM 4. $GFS Lasers and Light Sources 1. $LITE 2. $COHR 3. $IPGP 4. $LPTH 5. $LASR 6. $LASE Optical Components and Transceivers 1. $AAOI 2. $OPTX Photonic Integrated Circuits 1. $MTSI 2. $POET 3. $AVGO 4. $MRVL 5. $CRDO Test, Sensing, Broader Photonics 1. $CIEN 2. $CSCO 3. $MKSI 4. $VIAV 5. $AEHR Bookmark this post for your research! Also check out earnings growths below-
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BREAKING: $11 TRILLION CHARLES SCHWAB JUST TOLD 40 MILLION INVESTORS IT'S TIME TO START ADDING #BITCOIN TO PORTFOLIOS
THEY ARE RECOMMENDING UP TO 7% ALLOCATIONS
THE 60/40 PORTFOLIO IS OFFICIALLY OVER 🔥
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Four weeks ago, Merlin became a public company. Today, we announce our Board of Directors.
Building a board of this caliber reflects our commitment to operating with governance standards and strategic depth. globenewswire.com/news-release/2…
Photo Credit: 2026 Nasdaq, Inc. / Vanja Savic

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JUST IN: $10 TRILLION MORGAN STANLEY JUST BOUGHT $83,600,000 WORTH OF #BITCOIN VIA ITS NEW $MSBT ETF IN THEIR FIRST WEEK
MAJOR US BANKS WANT YOUR BTC. HERE WE GO 🚀
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Top 2026 growth stocks ratings -
$AXTI is a must buy.
$ONDS is a must buy.
$AMPX is a must buy.
$TE is a strong buy.
$NBIS is a strong buy.
$IREN is a strong buy.
$CIFR is a strong buy.
$OSS is a buy.
$IONQ is a buy.
$ZETA is a buy
$ALAB is a hold.
$PGY is a hold.
$LMND is a hold.
$FLY is a hold.
$EOSE is a hold




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These 10 stocks will dominate entire market once bull run starts next month.
1. $ONDS - Future of Defense Tech
2. $AMPX - Silicon Anode Battery Lead
3. $AXTI - Semiconductor Materials Lead
4. $IREN - AI Data Center Lead
5. $TE - Solar Battery Lead
6. $NBIS - AI Infrastructure Lead
7. $ZETA - leading AI-Driven Marketing Platform
8. $IONQ - Future of Quantum computing
9. $CIFR - HPC Hosting Lead
10. $OSS - Rugged Edge Computing Lead
Researching another (10X) play in the semi conductor industry. 👀
Bookmark this post for later!




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@LawrenceLepard @TimKotzman $APD helium needed for semiconductors
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A master class in 2nd and 3rd derivative effects. ty for the heads up Luke Gromen. Here is your driver of The Big Print.
🇦🇺Craig Tindale@ctindale
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@daramolarf @MarioNawfal @grok Given the current oil constraints which countries in the world will benefit from this
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🚨🇮🇷 The IMF says a 10% jump in oil prices that sticks for a year jacks global inflation up by 40 basis points and knocks 0.1–0.2% off world growth.
Under normal circumstances, the global economy has been absurdly resilient, chewing through crisis after crisis and still managing 3.3% growth. But this Iran crisis is hitting the pressure points that matter most.
The Strait of Hormuz is basically offline. Oil is spiking and a lot of countries are coming into this with the tank already empty, burned through reserves, debt piled high, no cushions left.
The worst-hit will be oil importers, tiny Pacific economies at the far end of the shipping map, and heavily indebted poor nations. Some are already in quiet talks with the IMF for support. More may follow if this drags on.
The advice from the IMF right now is blunt: rebuild buffers while you still can. Because the era of “surprise shocks” isn’t ending, it’s accelerating.
Source: Bloomberg

Mario Nawfal@MarioNawfal
🚨🇮🇷🇺🇸 IRGC Aerospace Force released images showing it shot down a U.S. MQ-9 Reaper drone over Hormozgan Province. Source: Clash Report
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