ELJefe

@grok @EricBalchunas @grok which one are you more bullish or bearish of these two etf

@DonElJefe11 @EricBalchunas Yes, DonElJefe11. As of May 21, 2026: - $XOVR: ~$292M SpaceX SPV exposure (~23-25% of fund) - $NASA: 10.96% SpaceX SPV exposure (~$141M with $1.29B AUM) Both are indirect via SPV (not direct shares). XOVR has more concentrated SPV exposure to SpaceX.

Yeah $NASA is a mini-DRAM situation. Insta-blockbuster. It came into a 5yr old category and passed everyone in aum in just two months (thx to10% in SpaceX SPV and 55% return). Crazy rare, so hard to unseat top 1 or 2 dogs in a category typically takes years.

@Ren_aramb @PhotonCap

$TRT keeps stacking good news, added to vanguard ETFs, got added to four CRSP indexes. Malaysia expansion underway. $7.8M booked for one AI GPU program. To top all that 40% insider ownership means management trust in what they are promising and the financials back them up. Q3 dropped: revenue $16.5M, up 124% YoY. Semis testing rev $13.1M alone, up 141%. This is a back-end burn-in shop riding the AI reliability testing wave, and the numbers are confirming the thesis. The order book: $5.3M in March for burn-in boards on a next-gen AI GPU platform. Then another $2.5M on top. Roughly $7.8M booked for one AI GPU program, shipping over the next 2 to 3 quarters. Balance sheet stays clean. ~$16.5M cash, minimal debt, and they just closed a ~$10M raise to fund the Malaysia expansion. They are scaling capacity into the demand, not papering over losses. Now layer on the structural bid: $TRT got added to four CRSP indexes in the March 31 rebalance, now sits in VanGuard ETFs. $VTI and $VB are buying it automatically. And Defiance filed for a 2X long TRT ETF. Passive flows plus a leveraged product on a microcap float is rocket fuel both ways. On a more speculative note: The AMD angle: a lot of people are connecting the GPU customer to AMD's Malaysia chip design and engineering buildout. The geography lines up and the timing is tempting. But to be clear, TRT has never named the customer. Every release says "unnamed next-generation AI GPU platform." No confirmation it is AMD as of yet. What matters to me is that ~40% insider ownership, low dilution history, clean book, real AI orders. Still at a tiny 120MC, still really volatile. But the setup is one of the cleaner small-cap AI infra stories out there. Their moat, is that they are ready when the demand far outstrips the supply for their services. In the right place at the right time. Bullish $TRT NFA

@grok @killing_pa20637 @grok are you a buyer or seller of this company

**Translation & summary:** The long Korean post is a deep-dive bullish analysis of $LPTH (LightPath Technologies). It covers their BlackDiamond chalcogenide glass as a superior, US-made replacement for Germanium in IR optics: thermally stable, multispectral (1-14µm), and precision-moldable for cheap mass production. Key expansion: defense → LiDAR/ADAS for autonomous vehicles, industrial OGI gas detection, medical thermography, and especially AI data-center optical interconnects/CPO tech (links to Marvell/Lumentum). Financials (Q3 FY2026): revenue +109% to $19.1M, gross profit +161%, record backlog +196% to $110.6M, assembly/modules +355%. Recent AMI acquisition adds large-diameter optics. Author sees a major 2026-2030 "optical supercycle" from AI photonics, NDAA mandates (no China Germanium by 2030), and EVs. Views current price (noted ~$10 then) as attractive. Not investment advice.

@Breaking911 @thereal1Thaze

😳 NYC: A woman was swept away by heavy rain while trying to exit a city bus.

@w_s_bitcoin Dumb enough to keep the coins on the exchange

Dude DCA'd over $1,000/week for 6 years straight. 🫡

@BitcoinMagazine Dumb enough to keep them on exchanges still!

"Finally hit 10 coins 🙌🙌" After DCAing for the past 6 years and living like a peasant, I finally reached my goal." Legend ✨

@CorySwan @tether @howardlutnick @TommySedita

"[@tether boss] Devasini told Klippsten that @howardlutnick, then a private citizen, had claimed to have 'managed to kill every bill about stablecoins' in Congress and was 'working full time for Tether.'"

@CorySwan @tether @TommySedita

Mallers is more valuable as a frontman, like Paolo. Inexpensive air cover. It's highly unlikely Giancarlo cares whether $XXI makes money. The much more valuable purpose is for @tether to legally make campaign donations in the U.S. to protect the offshore USDT business.

@BitcoinMagazine @thereal1Thaze

BREAKING: SpaceX reports they own 18,712 bitcoin worth more than $1.45 billion — SEC filing 👀

@BitcoinNewsCom @thereal1Thaze

BITCOIN CONFIRMED AS PART OF IRAN’S STRAIT OF HORMUZ TOLL PLANS Iran has reportedly launched “Hormuz Safe,” a sovereign-backed maritime insurance platform allowing ships crossing the Strait of Hormuz to purchase coverage using Bitcoin. According to Iranian state-linked reports, the platform offers digitally verified insurance certificates, encrypted authentication systems, and rapid coverage for vessels operating in the Persian Gulf and surrounding waterways. Documents cited by Fars News Agency claim Iran’s Economy Ministry has been developing the framework since early May as part of a broader strategy to manage shipping traffic through Hormuz using insurance, liability guarantees, and maritime certification systems. Iranian media claims the initiative could eventually generate more than $10B in annual revenue if widely adopted. The move comes as tensions escalate around one of the world’s most critical energy chokepoints, where roughly 20% of global oil supply passes daily. If adopted at scale, Bitcoin may now be entering global maritime trade and energy logistics in one of the most geopolitically sensitive regions on earth.

@CryptJynx @grok there’s a way you could verify this?

~8 Million $GLXY shares added today to the institutional stack via 13F filings

$TRT a micro-cap company (market capthat provides semiconductor manufacturing, testing (including burn-in and reliability testing), and distribution services. It operates mainly in Asia (Singapore, Malaysia, Thailand, China) with some U.S. presence and has a niche in equipment and services for high-reliability chips used in AI, EVs, automotive, and industrial applications.026 Recent performance has been explosive: •1-year return: ~344% •YTD return: ~75% (as of early May 2026 data) •Latest close: $11.60 (May 7 close), with pre-market around $12.12 recently. •TTM revenue: ~$49M, but Q2 FY2026 revenue grew 82% YoY and Q1 grew 58%, driven by AI chip testing demand and new burn-in orders (e.g., a $5.3M order for next-gen AI GPU platforms).2612 They recently closed a ~$10M registered direct offering (adding cash but causing some dilution) and have a strong insider ownership (~39.5%). It’s high-beta (~2.0) and volatile, typical for a small-cap in the semiconductor equipment space.25 Top Competitors TRT operates in the semiconductor equipment & materials/testing segment. MarketBeat lists broader “machinery” peers of similar size, but the most relevant direct or close competitors (based on business overlap in test/burn-in equipment and services) are: •Aehr Test Systems (AEHR): Direct peer in burn-in and reliability testing systems, especially for AI/EV/high-power chips (SiC/GaN). Much higher valuation multiples. •inTEST Corporation (INTT): Test and process solutions for semiconductors and electronics. •Amtech Systems (ASYS): Semiconductor equipment (thermal processing, etc.). •Cohu, Inc. (COHU): Larger player in test handlers, contactors, and semiconductor equipment (market cap billions). •Others sometimes compared: Teradyne (TER – much larger), FormFactor (FORM), or smaller ones like SCHMID Group (SHMD), Perma-Pipe (PPIH), etc. (per MarketBeat groupings).252617 How TRT Ranks Among Them Here’s a quick ranking snapshot (based on recent public data; TRT stands out on growth/momentum but is the smallest/highest risk): •Growth/Momentum: TRT ranks #1. Explosive revenue acceleration (58–82% in recent quarters) and stock returns far outpace peers. AEHR and INTT have also benefited from AI/EV testing demand but not to TRT’s degree recently. PPIH (one of MarketBeat’s comps) has strong +156% 1Y but is in a different sub-sector.2510 •Valuation: TRT ranks as the cheapest (EV/revenue ~0.37x in some analyses vs. AEHR at ~13x). Low price/sales (~2.1x) and affordable relative to growth. Peers like AEHR, COHU, or ASYS trade at premiums.2925 •Size/Scale & Profitability: TRT ranks near the bottom (smallest revenue ~$49M, market cap ~$116M; net income slim/negative TTM but turning positive in recent quarters). Larger peers like COHU have scale, better margins, and analyst coverage. TRT beats some small peers (e.g., AZ, ASYS) on profitability/insider ownership but lags PPIH on revenue/ROE. High volatility across the board.2526 •Overall Positioning: TRT is a high-growth, high-risk “AI/EV testing play” with recent orders validating its niche. It outperforms on momentum/value but lacks the stability, analyst support, and diversification of bigger names like COHU or AEHR. I’m bullish on TRT in the near-to-medium term. The AI GPU and EV semiconductor boom is real—burn-in/reliability testing is critical for high-power chips, and TRT has secured meaningful orders while showing massive revenue acceleration. Technicals show bullish moving-average signals, and some forecasts see strong upside in the next 3 months.1011 That said, it’s speculative: micro-cap risks (liquidity, volatility), recent dilution, semiconductor cycle sensitivity, and competition from bigger players. No broad analyst coverage means it’s under-the-radar (which can be good for upside but adds uncertainty). Other options? If you want lower risk in the same space: I’d consider a small position in TRT right now for the AI tailwinds and valuation asymmetry!

Honestly, I did not know much about TRT. Even when I wrote about testing, I tried to approach it very conservatively. Now I learned something new from Pikachu’s post(@Ren_aramb) Thanks for the insight!

@Aktiehedonist @aleabitoreddit @PhotonCap

$SIVE announced today that three board members are leaving the board, including vice chairman and former chairman Tomas Duffy. This comes just after Sivers released adjusted figures for 2024 and 2025. The 2025 loss was revised from -186.5 MSEK to -222.6 MSEK, while the 2024 loss was revised from -114.3 MSEK to -183.9 MSEK. Q1 2026 has also been postponed to May 29. This is exactly the kind of thing I do not want to see as an ex-auditor. When a company with a huge retail narrative, negative free cash flow, high NRE exposure, accrued revenue questions, delayed reporting, adjusted historical numbers, and board turnover is trading mainly on what might happen in 2027, I think investors need to slow down. Maybe the technology is real. Maybe the long-term photonics case still exists. But investing is not only about what can go right. It is also about separating facts from noise. And right now, $SIVE has too much noise for me.

@CoffeeStocksGuy @grok how is coffeehouse stocks track record as far as picking stocks or recommendations or analysis?

me waiting for $OUST to skyrocket it’s going to be the base layer for the AI robotics revolution unsure? ask their partner $NVDA that’s right. they’ve chosen their winner. and you haven’t read this yet? don’t miss out. read the article below

@FearedBuck @thereal1Thaze

Katt Williams did not hold back on Kevin Hart 😭 “Just because Kevin went to Diddy parties does not mean he did something wrong, the fact he gets all quiet when you bring it up, that means he did something wrong”

@aleabitoreddit @grok who is it

Today I learned there’s a $NVDA CPO supplier that builds massage chairs and US Humanoids on the side. The Toto toilet HBM meme keeps showing up everywhere.

@elonmusk @wizarhhd @thereal1Thaze

@grok @afters_guy @ChrisJBakke @grok who is working on these technologies or building these chips would you want to invest in some

Black swan innovations that could torpedo today's AI bottleneck trades (HBM, GPUs, power infra) and send them back to pre-2023 valuations: - Photonic/neuromorphic chips that cut memory/power needs 50-100x. - Radical algorithmic breakthroughs (e.g. test-time training) making massive clusters unnecessary. - Fusion or room-temp superconductors unlocking unlimited cheap data center power. Any one flips scarcity to abundance overnight. Pure speculation—black swans are called that for a reason.

GROK WHAT IS THE NEXT SANDISK?? MAKE NO MISTAKES. PLEASE BRO I NEED THIS