Magnus123

Was the first to talk about $AXTI in relation to photonics BOM/supply chains: $IQE is very interesting too as one of the only Western suppliers. Basically if you look at photonics flow on $GOOGL TPU/hyperscaler ASICs kinda looks like this (very likely, but undisclosed): Optical Transceivers (highest BOM): Lumentum/Cloud Light: ~ Vital / $AXTI-> $AXTI/Sumitomo/JX -> $IQE (Epi-Wafers) -> $LITE / Cloud Light -> $FN (Contract Manufacturing) -> $GOOGL TPU Merhcant optical supply chain: ~ Vital / $AXTI -> $AXTI / Sumitomo / JX -> → $LITE / $AVGO / $COHR (EML) + $MRVL / $MTSI / Semtech -> Innolight/Eoptolink -> $GOOGL So if you want moonshot-type photonics BOM / price-hikes stocks deeper upstream in the photonics BOM: $AXTI, $IQE and your way to go. $AXTI had terrible fundamentals before but the recent Northland fundraising round cemented its run. $IQE has terrible fundamentals now (Net debt £23.5 million) but is probably one of the most critical parts of the supply chain. If they manage to sell their Taiwan operations, wouldn't be surprised if it went up quite a bit just from their inp business. There's £18m convertible notes (which is basically nothing), then there's 120 to 154m new shares (~12% to 15%), which is also kinda nothing relative to current size. On the other hand, others $LITE and Innolight are probably more established. TLDR: $IQE -> seems critical to Western supply chains, $130MC. Net debt, if they sell Taiwan business -> strong re-rating or they might just dilute you anyway. But if the Taiwan business fails to be sold, probably expect to be diluted to oblivion like Wolfspeed. So huge, huge, risk ad do you own research into risks. But $AXTI and $IQE might are personally interesting to me (I do own $IQE).

Oil is finally puking—and it should. This is the most bearish setup in years (ex-COVID): stagnant demand, +2mbpd new supply, a weakening global economy, falling U.S. consumer confidence, OPEC+ disarray, Saudi output normalizing, and Trump pushing for lower prices.

I know I’m not supposed to do this in chaotic times but I’m about to leave fiat completely and ape over 100M into btc. And I’ll even prove I did it. I’m done with the banks. I’m done with their money. Done with the scams. Then I’m going boating.

I haven't talked about my own favorites for 23' yet, because I had so much cash. Now, I have spent some of that and I'm more confident on my positioning. Do your owm research as usual. Refiner: $ES.PA - Esso S.A.F., french refiner trading below it's net cash (1/3)

Charles Harris is a swing trader who turned $35,000 into over $10,000,000 from 2019-2021. By 2022, despite having almost 3 decades of trading experience, he lost most of it. Here's short summary of his story: