🔥MCP🔥

$SIVE is starting to play out like my $AXTI thesis round 10? Up triple digits now. Really not sure how markets missed this one tbh? -> Laser supplier to Jabil… for 1.6T pluggable transceivers in the current supercycle. -> Laser supplier to Ayar / $MRVL celestial for CPO, in the upcoming supercycle. Literally all your laser suppliers from $MTSI to $LITE are $17-45B companies. $SIVE? Now only at ~$310M. High conviction long.

How OG $TSLA investors feel about the recent drop in the stock.

He’s right

Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

JUST IN: 🇺🇸 SEC approves Nasdaq rule to allow tokenized stocks & securities trading.

Elon Musk laid out a plan to build a workforce larger than any country's labor pool and it requires zero humans. He says digital human emulation will be solved by the end of 2026. That means an AI that can fully replicate anything a human can do sitting at a computer screen. That is what Macrohard is. A digital version of Optimus, an AI system that fully emulates a human worker operating a computer in real time. Grok handles the thinking and planning while Digital Optimus handles the execution. One brain, one set of hands, working together on a $650 Tesla AI4 chip that already sits inside millions of vehicles on the road right now. Then he posed a bigger question. In the limit, what is the absolute most AI can do before physical robots exist? His answer, anything that involves moving electrons. Emails, spreadsheets, code, research, customer service, accounting, legal review, project management. He said this is only step one. Step two is physical Optimus, humanoid robots that can do everything a digital worker cannot. And then he said something that changes the math on everything. He called Optimus the infinite money glitch because robots can build more robots and the system scales itself. Three exponentials multiplied together. Better AI models, cheaper hardware and self-replicating physical labor and all compounding at the same time. No other company on the planet has this combination.

Breaking: OpenAI fired Leopold Aschenbrenner at 22. Three years later, he manages $5.5 billion. And is quickly becoming one of the best AI investors out there Today, we're launching a tracker to trade alongside his picks, automatically. Here's his full portfolio: 1. Power & Energy: $BE — Bloom Energy (29%) → fuel cells powering data centers $EQT — EQT Corp (4%) → largest US natural gas producer $CRWV — CoreWeave (4%) → GPU cloud infrastructure for AI $SEI — Solaris Energy (3%) → energy infrastructure 2. Bitcoin Miners: $CORZ — Core Scientific (14%) → Bitcoin miner turned AI data center host $IREN — Iris Energy (11%) → Bitcoin mining + AI cloud $APLD — Applied Digital (9%) → AI data center infrastructure $CIFR — Cipher Mining (5%) → Bitcoin mining / HPC $RIOT — Riot Platforms (3%) → largest US Bitcoin miner 3. Semiconductors & AI Hardware: $SNDK — Sandisk (8%) → memory/storage for AI workloads $COHR — Coherent (3%) → laser/photonics for data centers $TSEM — Tower Semiconductor (3%) → analog chip foundry $INTC — Intel (2%) → US chip manufacturing bet $LITE — Lumentum (2%) → optical networking for AI infra You can now mirror the portfolio automatically on Autopilot. Just connect your broker, choose his tracker, and you're good to go Link below

NEWS: Tesla has officially announced the larger Model Y L will launch in Australia and New Zealand in 2026🔥 Pricing to be announced later.