Guy

Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure. $NVDA GTC next week biggest catalyst pushing photonics and this architecture. ~1.5B euros MC. Trading at 1x book value and ~2x P/S (very depressed valuations) Genuine monopoly over substrates side for CPO (typically very premium valuations for photonics + even extra premium for monopoly status) Algos and analysts might get confused over market share but it’s an actual monopoly over SOI substrates since they give licenses to other players like Shin Etsu for diversification sake eg. $TSM doesn’t like just 1. I don’t think institutions will wait until next year to frontrun these names like Soitec or $TSEM (and most probably haven’t even heard of these names like $AXTI yet) This timing would be buying the likely bottom of the depressed smartphone cycle, while getting full upside of CPO mid-late 2027 + $NVDA GTC catalyst next week. I personally think it’s a 3x from here so I went long.

Restore Britain is under brutal assault by the establishment. Listen to me when I say this - they want us gone. Everything will be thrown at us - false allegations, dishonest polling, media hysteria, vile personal attacks. They’ve already tried to put me in prison. It will all keep coming and coming. It is going to get a lot worse, the more support we gain. The establishment is getting very nasty with us. Good. It shows we are making progress. Ask yourself why? Why do they want to destroy us? Why do they react with such fury whenever ordinary British people begin organising outside their control? Because Restore Britain is not going to merely reform the establishment - we are going to destroy it. The system will be dismantled, the state will be torn apart and rebuilt as one that serves the people it always should have done - the British people. The permanent Westminster machine that has grown rich and comfortable while Britain became poorer, weaker, more divided and less safe is biting back. Is that any surprise? All-powerful bureaucrats who have lived the most comfortable life for decades in shadowy Westminster corridors will have it all taken from them. Many will even go to prison. That’s what will happen if Restore Britain takes power. They do not want that. They will do everything to stop that from happening. We are already seeing it. Reform, the Tories, Labour. With them, it all continues - their club is safe. Different slogans. Same people. Same outcome. Same decline. Is it any wonder they hate Restore Britain so much? The establishment understands it can accept a turquoise blue. Control it, use it. They know they can’t with Restore Britain, and that is why they want us removed. Because we are not here to ‘reform’. It is too late for that. The country is too far gone. The old political consensus is dead. The system has failed too many people, in too many places, for too long. We are here to restore Britain itself its borders, its safety, its confidence, its freedoms, its competence, its sense of who we are. And no amount of smears or intimidation will stop us doing that. Makerfield will show Britain the way. If you want change. And I mean real change, radical change, unprecedented change. Join us. Join the party. Join Restore Britain. Get your country back.

So OpenAI cut the intelligence of their normal models (low to no web search) Instant/medium/high are pure trash now Only Pro works now

Kevin O’Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch

This is Leopold Aschenbrenner. He turned $220M into $13.67B in 15 months. 62x. All by trading AI stocks as ex-OpenAI employee. Today his Q1 13F dropped - SEC filing of every position he holds. Here's the book of the most profitable AI trader alive 🧵👇

Be intolerant. Intolerance is key to survival