
Yeet
4K posts

Yeet
@TheOptionsNomad
#1 ITM Put Sell Spotter. Options flow. https://t.co/kXePupeau9 https://t.co/puyFsqDrbL



$RTX Stock acts weak but these numbers are off the chart. Unit requests: -- Tomahawk from 55 to 785 (+1,327%) -- Missile-3 IIAs from 12 to 136 (+1,033%) -- AMRAAM from 464 to 1,811 (+290%) -- AIM-9X Sidewinder from 173 to 648 (+275%) -- Standard Missile from 166 to 540 (+225%)

All of FinTwit is talking about Power Semis ( $AOSL, $MPWR, $STM, $VICR, $ADI, $ON, $POWI 2308.TW, etc.). People are now talking about Transformers / Electrical equipment (again) [ $ETN $FPS $AMSC, etc.) Inevitably, they will try to find bottlenecks or suppliers to the manufacturers of transformers & other electrical equipment. And wait until they realize that $NNBR is one of those suppliers to transformer manufacturers and provides other electrical equipment that have tailwinds in the data center power delivery shift to 800VDC.



Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Banks $VSH - power capacitors and capacitor banks Substations & High-Voltage Circuit Breakers $POWL - substations/switchgear $AZZ - substations Transformers $HPS.A - My favorite for transformers $SPXC - power transformers Electrical Core Steel $CLF - Only producer of electrical steel in America? This included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing. Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others. There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.

めちゃんこ面白い エヌビディアはこのままだとRubinの次のファインマン世代で投資に対する性能アップの壁にぶち当たるリスクを抱えており、生成AIバブルが崩壊すると言われるタイミングに一致。 それを乗り越えるためにいま全方位的に投資せざるを得ない。GoogleやオープンAIなどのcapex バブルは周知の事実だけど、エヌビディア自体のcapexが今のシリコンフォトニクスや生成AI用のパワー半導体バブルを起こしてる構図で ここが限界を迎えたところが生成AIバブルの崩壊になるのか GPUだけに投資 → 効果が薄れるリスクが高まる。 • 全てに投資する必要 → その通り。NVIDIAエコシステム全体(TSMC、Broadcom、CoWoS関連、光学企業、電力インフラ企業など)が勝負の場。 • 割に合わなくなるタイミング → 2027〜2028年頃(Feynman世代)が一つの目安。そこまでにopticsや電源革新が追いつくかが鍵。

Expect we will be seeing these words alot more this earnings season.

This is just today on $AMPX courtesy of @jbulltard1 They were hitting $BE like this at right around the same time last year at right around the same share price. $AMPX getting more flow than some megacap stocks means get the fuck in.




@aleabitoreddit Did you look into superconductor companies like $asmc yet?


BREAKING: Prominent UFO researcher David Wilcox has died by suicide.

$aapl has 2 diff expirations with ITM put sells today



