ScottE retweetledi
Dearest Mother—
I’m coming home. Slaughter a pig, fill the pitchers, and let the band play neck.
GW
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ScottE
2.7K posts
ScottE
@atlsutiger
16 Handicap Hacker. Stock Swing Trades. Golf Bets. LSU Tiger. WHO DAT Nation.
Georgia, USA Katılım Temmuz 2011
1.2K Takip Edilen407 Takipçiler
This 18 year old man’s family breaks down when they hear the judge issue a 25 year sentence for armed robbery.
Caden Fontenette and 2 other young men used firearms to rob the Bulldog Convenience store.
Judge West said, “Things have just changed in such an incredibly dangerous way with young people doing what I just saw you do on that screen. I cannot imagine the fear that person had that was working in that store. Just trying to go to work, make a living and go home. He has three people come in and not just grab a little quick something and run out, but terrorize him for quite some time. Pulling him around, yanking him around, putting guns in his face. All three of you.”
Judge Raquel West also pointed out that Fontenette has been involved in violent altercations since he has been in jail following his arrest.
He will be eligible for parole after serving 50% of his sentence. Well before he turns 40.
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ScottE retweetledi
I just asked Jensen Huang a question.
Why did he invest $4B $LITE and $COHR?
"the amount of silicon photonics technology capacity that we need is substantially higher than the world has today"
Photonics is next.
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ScottE retweetledi
The top of this split screen is Feb 16, when Colin Dorgan & his team furiously skated across the ice to safety during the Pawtucket shooting
The bottom is March 11, when Colin scored the 2OT winner to send his team to the state finals
Sports in the face of tragedy. Chills!
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ScottE retweetledi
$LWLG has the material the big AI companies need. I know. 😉
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$LWLG just announced a partnership with $TSEM.
Up 15% on the day. 30% AH.
The photonics supply chain is coming together faster than anyone expected. 👀
Serenity@aleabitoreddit
I'm long $TSEM, the $TSM of photonics. My top two picks for CPO are $SOI and Tower Semi. Given the $NVDA GTC catalyst on new photonic related architecture next week: I expect Tower Semi to get a huge catalyst. Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it. And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries) From my forward est: 2028 Forward P/E: ~16.8x to ~18.1x (Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit) The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet. So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections. Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain. But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations. I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.
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ScottE retweetledi
$LWLG just signed a deal with Tower Semiconductor ($TSEM).
Up 15% on the day. 20% after hours.
Here's why most people are still underestimating this:
LWLG isn't just a hardware company.
They're a Material + IP Royalty Licensing business like Qualcomm, but for photonics.
Every modulator built on Tower's PH18 platform using LWLG's polymer = royalty fees.
At scale, they're targeting 60%+ gross margins.
The TAM they're going after:
• AI Datacenters: $10B
• General Datacenters: $7B
• Telecom: $7B
• $24B total by 2028
And Tower ($TSEM) was already shown in LWLG's own investor deck as a target silicon photonics foundry partner.
This isn't random. This was the plan.
They currently have 3 customers in Stage 3 (prototype → production) and 15+ in earlier stages.
The Tower deal just turbocharged that pipeline.
Imagine a flashlight turning on and off 100 billion times per second.
That's what $LWLG's Perkinamine® polymer enables.
AI needs it.
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@StocksnScotch @aleabitoreddit Like I said, those that knew were waiting for this announcement.
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I'm long $TSEM, the $TSM of photonics.
My top two picks for CPO are $SOI and Tower Semi.
Given the $NVDA GTC catalyst on new photonic related architecture next week:
I expect Tower Semi to get a huge catalyst.
Nvidia laready directly collaborated with Tower to scale 1.6T silicon photonics last month (hint hint for GTC), likely pushing the downstream players to use it.
And now, Tower is the leading supplier of 1.6T SiPh PICs and the primary foundry for scale-up CPO architectures. (the other being global foundries)
From my forward est:
2028 Forward P/E: ~16.8x to ~18.1x
(Tower set a target $2.84B revenue by 2028, with ~31.7% operating margin, ~$750M in net profit)
The thing to note is over 70% of their planned SiPh capacity is already reserved through 2028. And photonics haven't even ramped up yet.
So, I expect them to strongly beat earning projections due to extreme photonics scaling + allocations price hikes that's not modeled into projections.
Also, $TSEM is heavily de-risked by 70% of capacity already being reserved. MC is likely due to $TSEM being a very obscure upstream player in the photonics supply chain.
But I expect the $NVDA GTC conference to be that catalyst that brings it to premium valuations.
I'm long $TSEM as an asymmetrical upside for upstream photonics foundry layer.
English
That’s what he said
Nick Sortor@nicksortor
🚨 BREAKING: Upon his arrest for throwing a BOMB at anti-Islam protestors in NYC, Emir Balat IMMEDIATELY pledged his allegiance to ISIS, saying: “All praise is due to Allah lord of all worlds! I pledge my allegiance to the Islamic State. Die in your rage you kuffar!” “This isn't a religion that just stands when people talk about the blessed name of the prophet... We take action!” This is per the federal indictment, citing NYPD bodycams. But tell me more about how WHITE SUPREMACY is the biggest threat to the United States 🙄 🎥 @ScooterCasterNY
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@DJHasch @WayneDolcefino @grok The back story. Look it up yourself and don't rely AI to think for you.
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This Texas City cop learns a lesson that he can't take our equipment or keep us from filming a public meeting.
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🚨 NOW: Faith leaders are in the Oval Office praying over President Trump for him, our country, and our troops
God Bless the United States of America 🙏🏻🇺🇸
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JUST IN: US House votes 357-65 to block release of congressional sexual misconduct reports.
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