Lakeside7

Photonics stocks have been on a tear, in part thanks to @aleabitoreddit’s education efforts. I hold: Lasers = $AAOI; $SIVEF Substrates = $IQEPF/$IQE; $SLOIF/$SOI; $AXTI Foundry = $TSEM

@Suntimes Far-left Chicago Sun-Times calls a moderate patriot “far right.”

On Friday, Illinois Republicans will feature far right influencer Nick Shirley as a keynote speaker at their “Red Gala” fundraiser in Elk Grove Village. Shirley has filmed himself interviewing Alex Jones outside the U.S. Capitol on Jan. 6. chicago.suntimes.com/politics/2026/…

@zerohedge Real fascism here in the Biden / Garland FBI/DOJ.

Emails Show Senior DOJ Officials Questioned Biden-Era Memo To Probe School Board Threats zerohedge.com/political/emai…

@WarMonitor3 I see a mostly peaceful protest.

Rioters in Belfast are now directly confronting the Police throwing missiles are close range it appears to be getting more violent...

2,400 years ago Aristotle warned us about multiculturalism

I see we have now reached the beheadings in the street phase of cultural enrichment

Democrats harvest ballots from homeless encampments and Immigrant support centers and fill the ballots in for the people. Most of them aren't even aware they're voting as the ballots get sent right to NGO's servicing those communities. They centralized the ballots to a location, pick them up, fill them in as needed, and choose the winners. That's how the last 20 years of California politics have been won by Democrats. They replicated this nationwide in 2020 with Covid choosing swing states as their focus.

2,501 Americans were killed on this day in 1944. To liberate Europe. And that continent has pissed their deaths away.

@BULLOFBRITAIN $WOLF

UBS global research just put numbers on AI data center power semis. Here's a list of tickers they named specifically > Leaders: Infineon $IFX (Buy), $TXN > Incumbents: Renesas 6723.T, $ADI > Power stages / VRM: Monolithic $MPWR, Vicor $VICR > Wide band gap on the 800V shift: $NVTS, $STM, ROHM 6963.T, $ON > Smaller / laggard exposure: $POWI , $DIOD, $AOSL > PSU system level: Delta 2308.TW, Lite-On 2301.TW Content per rack is exploding: Hopper 23': $3.9k Blackwell 24': $12.6k Rubin 26': $20.2k Rubin Ultra 27': $123k Feynman 28': $202k 50x (FIFTY) in 5 years. Driver is the 800V DC shift forcing GaN/SiC across the stack, not unit volume. But UBS's own model implies 30GW+ of 2026 capacity adds vs 10-15GW consensus. Infineon's guide alone implies 40GW+. That is double. They predict the TAM $1.5BN 25' will jump to $3.8BN by 28' So chat, are there any power-semi plays not listed that you recommend I take a look at?

My thoughts on this $GOOGL x $SPCX @SpaceX deal. AI demand is incomprehensible at this point. To the point where buying GPUs directly from $NVDA is not enough. Building custom TPUs with HBM is not enough. So now you borrow someone else's GPU fleet for three years at $11 billion per year. Google wants to win the AI race badly enough to rent compute from a rocket company. Analysts are not even close to understanding what is coming in the next 5 years. $MU $SNDK $DRAM $NVDA $TSM

British Prime Minister Keir Starmer seems more upset that Elon Musk and X exist, forcing him to deal with the Henry Nowak murder. He wants Elon and X to be censored so that nobody would even be aware of the Henry Nowak murder. Video Credit: Sky News

@libsoftiktok California’s slow vote “counting” is certainly not from incompetence.

India counted 640 million votes in one day. California takes weeks to count 20 million votes. The incompetence is a choice.

“25% of all Mexicans live in the US. 70% rely on welfare” This is not sustainable

@NateSilver538 California’s slow vote counting is obviously designed to permit ballot fraud and stolen elections by Democrats. The system is working very well.

It's hard to overstate how much of an outlier California is for its slow vote-counting relative to literally any other state or almost any other industrialized democracy.

@PolitlcsUK @thetimes

🚨 NEW: Sikhs in Southampton say they’re scared to leave their homes after facing racial abuse over Henry Nowak’s murder [@thetimes]

@aleabitoreddit @awodias FOCI is unavailable in most US brokerages. HIMX seems to be a partner with FOCI in some things. Have your feelings about HIMX changed?

@awodias No, $AAOI is primarily pluggable exposure. But they have large exposure to CPO too, hence why I included the word photonics. Second favorite pure play CPO exposure would be FOCI for me.

$SIVE is my favorite CPO / photonics stock after AAOI. Partly because it's Swedish and you have entertainment from comedians over there. Today a new non-technical hedge fund called Protean Funds (likely shorting), went on air. To said $SIVE CPO applications are imaginary. Right after $GFS just made $SIVE their reference laser. (Just for some context to newer readers: Lot of people in Sweden can only look at past 12 month revenue, and don't understand concepts of forward growth) Also because they don't understand that no CPO application has scaled up yet at all. So Swedish hedge funds keep going short (with many of their hedge funds like Colosseum / Origo heavily underwater). But... for the technical readers... from H2 2026 to 2028, it goes from near $0 to $91B TAM in 1 1/2 years. (we're entering H2 now). Overall TAM hits $141B (which is also 10x+ or so in 1 1/2 years)... and $SIVE has scaled into pluggable market with $JBL + other unnamed pluggable players with that too. Probably not going to end well for the local Swedish firms, shorting right before the largest inflection points ever hits for $SIVE. Just a matter of time before volume ramps.

The Chicago Bears managed to stay in Chicago despite the 1929 Great Depression, WWII, and the 2008 financial crisis, but they couldn't survive two incompetent Democratic leaders in Illinois and now they are moving next door to the Republican run red state of Indiana!

Henry Nowak died the same way a civilization dies: abandoned, handcuffed by authorities who neither trusted nor cared for him, and accused of hate crimes he did not commit. His murder is as tragic as it is enraging. He should still be alive today, and he would be if the last few generations of European elites had stood their ground against the politics of self-hatred and the mass invasion of migrants, many of whom despise the West and the people who love it. Henry was far from the first to so needlessly lose his life, and I fear he won’t be the last. Each time a life like his is lost, the proper response—the only response—is righteous anger. One of the most important things the Trump administration has proven to the world is that stopping the flow of mass migration and defending national sovereignty is a matter of political will and leadership. Anything else is an excuse. It is because we love the West that we want to preserve it. We love our civilization. We love our country. We love our children. And nobody—nobody—should ever die the way that Henry Nowak died. May God comfort those who loved him, and may God rest his soul.

@StableGeniustm Don’t hold your breath waiting for Republicans to do something, anything.

Once the US Attorney in LA discovers the rampant cheating happening RIGHT NOW involving the Mayor and Governor race it’s game over for the Dems. The Trump Administration is not playing around.

@jon_delorraine British police are afraid of Muslims and Africans.

British police seem a lot tougher on ordinary English people than they ever were on grooming gangs or the people murdering Brits.

@ktotheroy @KonstantinKisin

@Lakeside7000 @KonstantinKisin that knee to the back for 7 minutes didn't exactly keep him alive

Britain had a moment of silence for George Floyd. Our politicians kneeled en masse to show their outrage at his killing. "I can't breathe" became a slogan. George Floyd died on the other side of the world. He wasn't British. Henry Nowak *was* British and his treatment by the police was shocking and negligent in the extreme. Yet there is no minute of silence. There is no coordinated public campaign. There is no kneeling at sporting events. And we all know why. During the summer of BLM, some people said "All Lives Matter". This was treated as the highest form of racism and anyone who said this was immediately cancelled. Why? Because the people in charge don't actually think all lives matter in the same way. They have created a racial hierarchy of victimhood where a career criminal who died through mistreatment by police in a foreign country with 0 evidence of racism like George Floyd is automatically sanctified because of the colour of his skin. And Henry Nowak, a British man, one of ours, is automatically dismissed and ignored because of the colour of his. This is the ugly fruit of so-called "anti-racism", an obsession with race that has created a two-tier society which treats people differently because of the colour of their skin. This needs to stop.