Temple 8 Research

Today we released our write up on Hyperlight, the future photonics powerhouse. It's akin to finding the next Lumentum before it's IPO. They are essentially set to become the "ARM of photonics". We explain in detail why TFLN modulation is the next logical integration in optical interconnects, how much of the $90 billion TAM is available to be captured & how to buy the platform now before the Hyperlight IPO. Link below or in bio.

@OG_PViews @ChrisCamillo I'll probably start a position tomorrow.

@Temple_Eight @ChrisCamillo He has a great hit rate on these “social arbitrage” plays. Apparently sales for chicken caesar wraps at his restaurant he owns have been through the roof. Only recently introduced and now their best selling item

Do we buy Sweet Green as a non AI play for a change? Chart doesn't look too bad here. $SG

@OG_PViews @ChrisCamillo He really does, he says he monitors TikTok all day.

@Brent15487183 Oh, I didn't know that. That adds a whole different layer of conviction to the position.

@Temple_Eight I’m long SG, the Chipotle execs are in the early stages of executing the turnaround.

Japan & now Germany with the miracle gels.

@OG_PViews @ChrisCamillo It's still early if he's right.

@Temple_Eight @ChrisCamillo has done a few podcasts talking about it recently. Believes the introduction of the wrap is a big catalyst/sales driver. Wish I jumped in on first mention given the move

@BananaKingCo @TimHortons Even worse their wages are subsidized by the government.

It's been 12 (very) long years since 3G Capital (A Brazilian investment firm)... ...acquired @TimHortons and immediately took to betraying the communities they serve. For those of you not in the know, 3G is a private equity firm and PE absolutely LOVES cheap labour. The cheaper the better. So they petitioned the government to import as many temporary foreign workers so they could get a hefty discount on labour. Guess who pays the difference? You do. Quality has vanished from Tim Hortons... ...just as quality is vanishing from our communities nwo that they've swamped us with people from an incompatible culture. So was it worth it, 3G Capital? Once @dunkindonuts gets back to Canada, you know what's going to happen next.

@unusual_whales If anything wouldn't Broadcom be Cisco?

Michael Burry has said: "I stand by my analysis. I am not claiming Nvidia is Enron. It is clearly Cisco."

White Fiber leading the pack.

@5149jamesli Stop wasting tokens...

Example of ChatGPT straight up refusing to do a very simple request. Humanity is cooked y’all 😬

@damnang2 At what price target on the Nasdaq do we need to retire comfortably? Perhaps a better question?

I’ve been thinking more about retirement planning lately. How much do you think you need to retire comfortably? Please share your number in the comments. For me, I probably need to leave the Bay Area first😔

Have to pump until those ipo's are over with I suppose.

@dpinsen @SingularityRes I'm aware

@Temple_Eight @SingularityRes $AXTI is currently at $140.

Can anyone tell me how $SIVE grows into the current valuation? I understand it’s a bottleneck But they guided for $50m in revenue by 2027 Will they jack up the prices just like memory companies or something that I’m missing Because if there is no path of it growing into the valuation of $1.5B - it could crash badly. Just don’t know when.

@SingularityRes @AtlasShrug1 @3Plantey2 If this were true & he was involved with CPO he would already be pumping the CPO micro cap that @AtlasShrug1 found.. I call bs.

@Temple_Eight @AtlasShrug1 @3Plantey2 Your choice. It helped me realize that his has industry knowledge about CPO and can trust his microcap picks. But not in anything else.

@Skydiazs @SingularityRes Just wait until after the space x ipo & the summer when this bullish tape dries up.

@Temple_Eight @SingularityRes Which of his picks have dumped?

@AtlasShrug1 @SingularityRes @3Plantey2 I would never waste 6 hours of my life to figure this out

@SingularityRes @3Plantey2 @Temple_Eight Why 6 hours?

@SingularityRes @3Plantey2 Sure with AI's help anything is possible

@Temple_Eight @3Plantey2 Do you think Edward Constantin would tweet in Japanese ?

@SingularityRes @3Plantey2 Maybe he's Edward Constantin, the pumper that was behind the Zack Morris account..

@3Plantey2 @Temple_Eight I don’t want to doxx him. But if you spend 6 hrs - looking at all his online footprints, you would be able to figure him out with a very high confidence.

I searched & all I got was this: The Reddit Origin & Ban: He popped up on r/wallstreetbets in early 2022. His playbook was targeting tiny, illiquid microcaps trading under non-consensus narratives. He struck gold with a compound semiconductor play, AXTI. He pushed the stock at $12, and it eventually rocketed to $70. WSB moderators eventually banned and chased him out for leading coordinated narrative pumps, which he spun to his followers as "the mods getting upset that retail was making too much money." The X Platform Migration: After getting booted from Reddit in mid-2025, he moved to X and weaponized high-density, complex-sounding supply chain maps. His current targets are small-caps like Sivers Semiconductors ($SIVE), Applied Optoelectronics ($AAOI), Valens Semiconductor ($VLN), and recently Raspberry Pi ($RPI)—all tickers with restricted floats where a coordinated retail stampede can easily hijack the spot price. The Monopolization of Flow: His paid product is quite literally just an Excel tracking sheet he jokingly calls "a dollar's worth of ideas," while he blasts out massive LLM-assisted deep dives on optics, photonics, and rare earth materials for free. Because mainstream Wall Street analysts are siloed (tech guys don't look at material science, and materials guys don't understand optical transceivers), he exploits the information gap to look like a genius to retail investors who don't know any better.

@Temple_Eight Lmao. He has provided enough details online. search across the web - and you will figure who he is with a high confidence

@3Plantey2 @SingularityRes Agree

@SingularityRes @Temple_Eight Vague posting..... Just drop the links