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.

@taobanker Not low key.

I'm ngl tho David Tepper is kind of the GOAT lowkey

@SwollardCapital @AtlasShrug1 Yes

@Temple_Eight @AtlasShrug1 For real??

Does anyone actually still listen to Serenity or Paradis, or is there a realization that they know tech and can ride beta in a tech bull market but that’s about it? How about all of the those Taiwanese picks huh? They say nothing when they fall 50% on their way to 70-80% declines. FinX is a messed up place. Needs to be cleaned up.

@Dr_Nike23 @TrendSpider Soylent green anyone?

@Temple_Eight @TrendSpider Although I agree, the inevitable underclass will still need to get food. Maybe mix with a peptide company eg lly/nvo etc

Buy great companies below the 200 week EMA and hold forever 🔒 $MCD

@KashRamki @awilkinson I own NUAI but could care less about the opinion of a guy that destroys that much shareholder value.

Another wonderful summary by @awilkinson. Since I last spoke to him about $NUAI a few months ago, the most meaningful change has been the introduction of Stream, an Apollo portfolio company, that has since replaced PDI as the go-forward strategic partner for TCDC. Stream is a highly experienced datacenter developer that builds mega campuses for the hyperscalers. Stream was handpicked by NUAI's prospective, investment-grade hyperscale tenant to replace PDI and ultimately build out the full 1GW site. Stream's parent, Apollo, brings a significant balance sheet to backstop the financial needs of the project. To that end, NUAI has struck a partnership with Stream that will then have a back-to-back agreement with the hyperscaler. Stream is the "easy" button for NUAI. Next up, lock in the PPA with the adjacent power generation facility and sign definitive agreements with Stream and the hyperscaler. All the pieces are falling into place. A multibagger in the making. NFA

@AtlasShrug1 Its 100% true, I know these things

@Temple_Eight Possible. Has anyone ever seen them together in the same place at the same time? I thought Paradis was just Serenity’s top glazer, if Serenity fabricated him/her that would just be more pathetic than the situation as it currently exists lol.

@GavMcCracken @dolfiniran Facts.

@dolfiniran USA blowing up everything in Iran and trump will never capitulate cuz Iran doesn't have the ability to get oil over $100. You were defeated by a single gay man, Scott Bessent. How Haram is that?

۰۸:۰۰/ ۲۷ تیر السلام علیکم یا انصار دین الله

MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨 Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵

@ThematicTrader I don't think they're even on the ball enough with PENG for this to even register. The stock is only down because of the index, imo.

Assuming this could be a reason why $PENG is disproportionately down given their CXL KV Cache Server and once again market has it the causality wrong here. They work together. KDA doesn't replace. Means KV Cache server type solutions demand will increase.

@StealthQE4 Not a chance.

Rate hike incoming. Possibly at the next FOMC meeting

Distillation is the biggest threat to the U.S. economy. The government should be providing all resources to combat it. We should be putting CEOs and all employees of Chinese labs who blatantly utilize nefarious tactics on entities lists. US cloud providers should not be allowed to serve Chinese models on any cloud they operate including AWS and Azure in Europe. The government should be coordinating across labs behind closed doors. They should be reverse attacking sources of distillation using unreleased models with advanced capabilities with the aim of completely destroying their IP and networks. This is war. Act like it and shove Gurley into a fucking locker.

@cesarsroy It is. Uglier chart pattern but as long as it holds the lows, bull market is intact for higher in coming months.

@Temple_Eight Feels the recovery is underway already. Good bounce from the lows

Capitulation day. A Big recovery is coming next week. $NQ

Canadian propaganda is claiming Canadians look at China more favorably than the USA… Let’s see- who do you look on more favorably

@OnodaCapital Give ASTS a shot of tren now

Help is on the way, bagholders!

So what happens to ORCL stock when Larry gives DJT and the corrupt admit 5% in exchange for financing support and confidence capital A little birdie told me Donnie Pump loves data centers and last I checked so did Larry

@Investor_NICK_ Note to self, never try to buy the weakest AI stock in hope of a bounce.

$ORCL is probably the worst stock I’ve ever owned in my LT account. And here I thought I timed it pretty well with a $150s cost basis too lmfaoooo.

@dig_with_kyle They can do far more than that...

TBH this is why I hate ads and *some* referrals from rental companies. We try to help but so much doesn’t make sense. These guys can do 20k in damage in a day.

@FahadThoughts97 🙏

@Temple_Eight Went all in at the close. Pray for me

I'm calling the capitulation low today, bears are pre-celebrating a breakdown in the Nasdaq that is right on support. Classic bear trap. I bought QQQ calls.