Ivy Bassermaimbo
13 posts
Ivy Bassermaimbo
@IvyMaimbo
Don’t fall in love — just fall into my DMs.
Something special is waiting👇 Katılım Mayıs 2026
50 Takip Edilen173 Takipçiler
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Companies don’t make those investments unless demand visibility is extraordinary.
this is bullish not just for $COHR, but for the entire photonics ecosystem: $LITE, $TSEM, $ALMU, $AAOI and $AEHR
The market spent the last two years chasing compute.
The next phase may be chasing the technologies that allow compute to communicate.
Yiannis Zourmpanos@yianisz
$COHR just secured up to $50M in CHIPS Act funding to expand 6-inch InP wafer production. The headline isn’t the funding. It’s the fact that Coherent is doubling manufacturing space and 4X wafer capacity to meet AI optical demand. The InP shortage is real. The bottleneck is moving upstream.
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$ORCL is ready to RIP if it can clear this earnings gap. Obvious inverse H&S showing up. Looking for validation
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S&P 500 SENTIMENT
Coming into today, inverse ETF volume had hit 42% of spec total. Without a broader negative catalyst, this is where pullbacks historically stop.
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The XAUUSD setup I wait for every single session:
1) Check Dollar direction. Dollar bearish = Gold is looking for longs.
2) Wait for Asia to set the range.
3) Wait for London to sweep the Asian low.
4) Enter on the 15M FVG that forms after the sweep.
5) Target 3RR
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Ivy Bassermaimbo retweetledi
