Brian Piccolo

@VanessaBNews He escaped the matrix

Tucker Carlson. What happened to him?

We are better off without Candace Owens, Tucker Carlson, Alex Jones, Megyn Kelly, Shawn Ryan, Nick Fuentes, and whoever else is a Doomer (leftist in disguise) casted out of our movement.

@Lukewearechange @TuckerCarlson @mtgreenee @RepThomasMassie @joekent16jan19 @DNIGabbard Sure but only way it could work/win is if Bernie , AOC, & Friends started a 4th party lol

What if @TuckerCarlson @mtgreenee @RepThomasMassie @joekent16jan19 @DNIGabbard All started a new political party or new wing of the republican party, would you support them in 2028?

@StockSavvyShay Great perspective , Happy Father’s Day !

Father’s Day has always been tough for me since I lost my dad when I was 19 but this year feels especially heavy because its also my first Father’s Day as a dad. This photo was taken nearly 30 years ago on Father’s Day and while I wish I could share with him some of the moments I’ve already had with my son, I’m grateful for all the moments he gave me growing up that I’ll always remember and now get to create for my son which is something I don't take for granted. Happy Father’s Day to all the dads out there who are constantly learning, growing and doing everything they can to build a better life for their families.

@NotA_Bull $nvda BUT selling to pay the CG is prohibitive

What is the single biggest position in your entire portfolio? No ETFs, stocks only.

@StockSavvyShay @FuturumEquities Yes ! 💯 Authenticity is key. Many people are tired of AI slop already. I know I want real content like yours . Keep up the great work - I’ll be following 😁

I really appreciate you saying that Brian! I know there are definitely areas I can improve like me getting distracted mid-sentence and having one of those ADHD moments where my eyes probably look like they’re rolling because my brain is already jumping to the next thing 🤣 But I also think authenticity is going to matter a ton in the future of the digital economy since AI is creating an endless supply of intelligence and content so the thing that will stand out more over time is whether people feel like there is a real human behind it so I really appreciate you noticing that.

Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling. So far, we’ve covered • Everything you need to know about the $SPCX IPO & $60B Cursor deal • Why I initiated a trade in $NFLX at its 4-year low valuation • Why $ONDS, $KTOS & $AVAV are my 3 favorite drone stocks • Why $MELI is one of the best opportunities in the market • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • How $TE, $NVTS & $IREN fit into the AI power bottleneck • Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO, $ORCL, $ADBE & $NVDA We plan to keep posting 4-5 videos per week so let us know which companies or topics you want us to cover next!

@MarioNawfal Damn she’s down bad 😳

🇺🇸 The girl who famously flashed Charlie Kirk is back in front of a camera and picking fights again. Time hasn't improved her arguments or her looks Writers: Mhedi, Ian

@SawyerMerritt “Uncensored” scrolling by them in the background as they discuss the idea of censoring people on X🤭

Andrew Ross Sorkin on Elon Musk: “He is a demonstrable force for good. He’s a genius. I admire so much about what he’s created; If I look at the totality of this man, 100-200 years from now, he’s the person we’ll be writing the history books about."

@Isabella_im38 Rather than take a side in this debate - I’m just impressed by their incredible recall…. Better than any LLM 🤭

When faith meets politics: A sharp campus clash on Christian Nationalism. An aerospace engineering student challenges Charlie Kirk on whether mixing state power with Christianity betrays the early Church’s pacifist, counter-cultural roots. Deep dive into the Book of Acts, dual citizenship, and what “kingdom living” really looks like today.

@Jason He is certainly a gifted speaker, but …..

not fan of Mamdani But this speech was fire 🔥

@StocksOnSpaces What do you all think of the massive insider buys on $SMMT last week?

@RosannaInvests Thanks for this explanation - realized I have exposure in all layers but too much in the “interconnect” and will balance out now

🚨Everyone is still buying the chips. The bottleneck already moved. A GPU that computes in nanoseconds and waits microseconds for data is a stranded asset. At 1.6T speeds, copper runs out of physics. The constraint on AI is no longer how fast you can think. It's how fast you can move what you thought. Jensen has now said it twice in three months. At GTC in March: "Is copper going to still be important? The answer is yes... Are you going to scale up optical? Yes. Are you going to scale out optical? Yes... We need a lot more capacity for copper. We need a lot more capacity for optics. We need a lot more capacity for CPO." Last week at Computex, on Marvell's stage: "Optics where you must, copper where you can." Then he called Marvell the next trillion-dollar company and the optical complex repriced within days. The same keynote put a date on the handoff: 200G per lane is the last generation where copper is sufficient. After that, optics takes the rack. Translation: not copper OR light. Copper now, light next, unprecedented amounts of both. 🔥 The chain is unavoidable: AI tokens are profitable → more GPUs → more bandwidth → copper hits its wall → photonics becomes the chokepoint. And the smart money stopped debating. Follow the closed deals: → $NVDA has committed at least $6.5B to photonics in three months: $2B into Lumentum, $2B into Coherent, a $500M stake in Corning, and a piece of Ayar Labs' $500M round. Direct investments to secure its own light supply. → $MRVL paid $3.25B for Celestial AI, up to $5.5B with milestones, to build what its CEO calls a silicon photonics powerhouse. → $CRDO closed DustPhotonics two weeks ago. Ciena bought CPO startup Nubis for $270M. North of $10B of strategic capital locked up one supply chain in under a year. Capital like that doesn't chase a theme. It secures a bottleneck. LAYER 1: WAFER. Every laser starts as a crystal. 🟠 $AXTI: the InP substrate leader. The first chokepoint in the stack. 🟡 $IQE: compound-semi epiwafers feeding the laser makers. Speculative, but structurally upstream. LAYER 2: LIGHT. Photons don't make themselves. 🟠 $LITE: revenue +90% YoY last quarter to $808M. EML shipments doubled and management says demand still exceeds supply across EMLs, pump lasers, and transceivers. NVIDIA just wired them $2B. OCS backlog past $400M plus a multi-hundred-million CPO order for 2027. 🟢 $SIVEF (Stockholm: SIVE): the external light source. CPO does not emit its own light. Every optical engine needs a continuous-wave InP laser feeding it, and that is the layer you cannot engineer around. ELS modules with POET hit production readiness end of this year. Disclosure: long. 🟣 $POET: the optical engine wildcard. Its Optical Interposer pairs with Sivers' lasers on external light sources for CPO, with a LITEON module deal stacked on top. Binary commercialization, real architecture. LAYER 3: OPTICS AND MODULES. Where light meets the rack. 🟠 $COHR: the volume anchor in transceivers, holding NVIDIA's other $2B check. 🔵 $AAOI: Q1 revenue +51% to a record $151M, datacenter revenue more than doubled, $124M of 800G orders plus a $200M+ 1.6T order in hand. Scaling Texas capacity toward 500K+ units a month by year-end, targeting $1B+ revenue this year. Domestic supply while everyone fights over offshore. Disclosure: long. 🟠 $FN: the foundry of optics. When Fabrinet is building, the orders already exist. THE INTERCONNECT: the layer the rack cannot route around. 🔵 $CRDO: just closed DustPhotonics. SerDes → DSP → silicon photonics → system integration, one company, 800G through 3.2T. Electrical AND optical, end to end. FY26 revenue tripled to $1.34B at 68% gross margin. The toll booth on both roads. Disclosure: long. 🟠 $MRVL: $3.25B for Celestial AI, and Jensen's trillion-dollar nod on the Computex stage. 🟠 $AVGO: switch silicon, optical DSPs, CPO engines. They define the socket. 🟠 $ANET: the AI spine. 100K-GPU clusters get stitched together in light. LAYER 4: PACKAGING, FIBER, FOUNDRY. Where photons get industrialized. 🔵 $TSEM: the neutral silicon photonics foundry. Prints wafers for whoever wins. 🟣 $LPKF: glass-substrate packaging for glass-based CPO. Real technology, binary commercialization. 🟠 $GLW: AI racks demand several times the fiber density of legacy cloud, and NVIDIA just took a $500M stake. Corning sells density. LAYER 5: TEST AND THE ANALOG UNDERLAYER. Complexity is a tax paid in validation. 🔵 $AEHR: silicon photonics test, ramping with the cycle. ' 🔵 $VIAV: every 800G and 1.6T transceiver gets validated before it ships. The gate the market prices like an accessory. 🔵 $SMTC: the drivers and TIAs that fire the lasers. Sits directly under the LPO trade. 🔵 $MTSI: the high-speed analog behind 1.6T engines. 🟠 $CIEN: transport. Even long-haul is buying light. 💡The counter-thesis, because every map needs one. The honest debate on this stack is whether these are genuine bottleneck assets or cyclical optics suppliers enjoying peak demand at peak multiples. Lumentum's May print showed +90% growth with the stock up roughly 1,400% over the prior year at a triple-digit trailing multiple. That is a price for perfection. Most of these names live or die on a handful of hyperscaler capex lines, and one digestion quarter hits the whole stack at once. CPO timing has already slipped once. Architecture risk is real: LPO, CPO, and stretched copper are still fighting for the same sockets. The cycle is real. So is the gravity. 🔥 But the bears have to explain one thing: $NVDA, $MRVL, $CRDO, and $CIEN just spent over $10B securing this supply chain with their own balance sheets. The people with the best information are paying up for the layers. The market owns the top of this stack. The asymmetry is at the edges: wafer, light, packaging, test. Own the layers, not the logo. Bookmark this for the weekend. Then tag the one investor you know who's still all compute and no interconnect. 👀

@Vivek4real_ Fact check - he’s a TRILLIONAIRE 😜

AOC: “ELON MUSK IS ONE OF THE MOST UNINTELLIGENT BILLIONAIRES I’VE EVER MET OR SEEN.“

@stoolpresidente This is one of the only tame videos I’ve seen. Most are like jackals

Once again a disgusting display by New Yorkers after the game.

@TheTateClips @Cobratate

😳Andrew Tate EXPOSES how rich people plan and fund mass immigration in Britain and around the world. "...before you know it, you're living amongst this guy with a knife."

@chamath Sounds great, & Hope many companies follow suit , I just wonder how sticky these jobs are after the data center build out phase?

The empirical scorecard on AI thus far is very positive: 1) increases US GDP by 25-50% 2) is expanding our collective knowledge of science, math and physics 3) is up-leveling labor Related to (3) above, this announcement from Meta is really amazing. If they can take a US median income worker ($50k), train them and then place them into a $100k+ job it’s transformational. If done at scale, across all of the planned AI infrastructure buildout in America, this is upwards of 1MM jobs. Doubling the median income of 1MM Americans is nothing short of an economic miracle. Let’s hope more companies follow suit and this becomes a defacto part of America’s industrial policy.

@Cernovich Yea … her 🤣

Does anyone want to defend this?

We are a Pro-Life movement. Stand for the sanctity of life! We have a culture of death and debt… A viscous cycle that we can no longer accept. The predicate for both abortion and military industrial complex is radical materialism, marxism, a lack of God and faith. Christ Is King! Vote Royce White for U.S. Senate MN 2026 Minnesota Primary August 11th

@ClayTravis Maybe because 1/3 of American have zero net worth/assets?

Record high stocks, historically low unemployment, lowest murder rate in history, & average lifespan just hit 79 years old, highest ever. Yet U Michigan consumer sentiment just hit 50 year lows. By data things have been far worse in past 50 years. So why are people so unhappy?