50+ จริงๆนะ

这是我今年见过最牛的「美股新股神」。 24岁的德国人，被OpenAI开除， 转头开基金，2亿变50+亿。 -先说这个哥们。Leopold Aschenbrenner。 我去年半夜跟朋友喝酒， 有个马来人按头推荐让我去看一篇 《Situational Awareness》， 说AI正在朝这篇写的方向发展。 后来我才知道， 这文章当时在硅谷VC圈里炸锅， 川普的女儿伊万卡也转了。 就是Leopold Aschenbrenner离职后写的。 -去年4月，这哥们据说因为泄密被OpenAI开除。 出来之后没多久，直接开了个对冲基金， 基金名字就叫那篇文章， Situational Awareness Fund。 LP是Stripe两兄弟和前GitHub CEO Nat Friedman。 去年Q4披露持仓2.5亿，今年再披露直接就55亿。 一年涨了20多倍。 -我们再来看他持仓。 第一仓 Bloom Energy。给数据中心卖燃料电池发电的。去年4月16块一股，今天279块。一年17倍。 我去年也盲跟着买了， 买了到今天一直没动，赚了5倍左右。 第二仓 CoreWeave看涨期权， AI算力卖家，英伟达亲儿子，IPO半年股票翻了3倍多。 第三仓 Intel看涨期权。 去年所有人都说Intel完了的时候他进去重仓买CALL，结果Intel一年涨356%。 所以晚晚我现在有个新思路： 紧跟OpenAI离职人群。 看他们在做什么，基本上就能看到AI投资和下一个大方向的路标。

AI is a Five Layer Cake: $NVDA’s Jensen Huang Investing in AI isn’t winner take all, there is going to be layers of foundation and success. 1) GPUs $NVDA $AMD 2) Memory $SNDK $MU $WDC 3) CPUs $INTC $AMD 4) Semi manufacturing: $TSM 5) What am I missing?

this $POET story is just incredible - only photonics stock to do nothing all year - short report 2 weeks ago takes it down to $6.80 - CFO confirms a $MRVL order on a podcast a few days later - stock jumps from $6.80 to $17 - Marvell comes out and says that was a breach of confidentiality - stock down 45% in a day the crazy thing about this is that the CEO of POET owns…7,000 shares. what do people think? is it a buy the dip because their optics tech will be used somewhere else? CFO leaking news is just a never touch stock? the south koreans are HEAVY in this name, many of them have been forming groups for the past year and sharing their DD. last week was a huge win for them which created more fomo on this name across the world but today feels like a material reason for the stock to be down over the short report from a few weeks ago. still has $430M in cash but barely any revenue and with a big order getting canceled…the hope of that revenue growth seems to be the reason the stock is getting hit. how are people thinking of this one?

$POET down nearly 50% after its own CFO breached an NDA by airing the $MRVL deal himself is absolutely wild. It's like winning the lottery and ripping up the ticket on live TV before you can cash it in.

WHEN SPACEX IPOs, THESE ARE THE STOCKS THE MARKET WILL CHASE NEXT: Launch + Spacecraft • $RKLB - rockets + satellites • $LUNR - moon landers • $RDW - spacecraft parts • $YSS - satellite buses • $VOYG - space infrastructure • $FLY - launch + lunar missions Satellite Internet + Space Data • $ASTS - satellite-to-phone internet • $IRDM - global satellite network • $PL - Earth observation leader • $BKSY - defense + satellite imagery • $SPIR - weather + maritime data • $AMZN - Project Kuiper Critical Materials • $MP - rare earths • $AA - aluminum • $FCX - copper • $TECK - critical minerals Space Materials • $ATI - titanium + alloys • $HXL - carbon fiber • $PKE - aerospace composites • $CRS - rocket engine metals • $GLW - optics + specialty glass • $MTRN - precision aerospace materials Space Chips + Optics • $LITE - optical networking • $COHR - lasers • $AAOI - optical transceivers • $QRVO - RF chips • $ADI - analog chips • $STM - guidance chips • $AVGO - networking chips • $NVDA - AI compute economy

THE OPTICAL PHOTONICS BOTTLENECK As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stack: 1. $AAOI building the transceiver layer of the AI network through vertically integrated U.S.-based InP laser manufacturing. It has already secured over $200M in its first volume 1.6T order from one hyperscale customer followed by another $124M in 800G orders from a second. 2. $AEHR building the reliability layer for the optical & AI hardware stack through burn-in & test systems. It just received a record $41M follow-on order from its lead hyperscale customer reinforcing the idea that Sonoma is becoming a key production burn-in platform for high-power AI ASICs. 3. $CRDO building the connectivity layer that helps AI clusters move data faster through active electrical cables, retimers & high-speed interconnect silicon. The DustPhotonics acquisition also extends that platform into silicon photonics before copper becomes a real constraint. 4. $LITE building the laser layer of the AI optical stack through EMLs, optical components & optical switching exposure. The setup is backed by a $2B $NVDA strategic investment & optical circuit switch backlog above $400M with orders reportedly extending through 2028. 5. $VIAV building the testing & validation layer of the optical stack through network instrumentation & photonics measurement tools. It is the picks-and-shovels layer of the transition because every high-speed optical buildout still needs to be tested regardless of which transceiver vendor wins. 6. $COHR building one of the core photonics bottlenecks through indium phosphide lasers, optical engines & communications components tied to next-gen AI networking. It also has a $2B $NVDA strategic investment behind it & is doubling InP device capacity into the 1.6T ramp. 7. $MRVL building the DSP & optical infrastructure layer through electro-optics, PAM DSPs, interconnect silicon & custom networking chips. The Celestial AI deal & NVLink Fusion exposure both strengthen its position as photonics becomes more central to AI cluster design.

Chudai...😹😹

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@sao1233211 สวยยย