FlyinToaster 🛰️

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FlyinToaster 🛰️

FlyinToaster 🛰️

@flyintoasters

Katılım Aralık 2021
748 Takip Edilen257 Takipçiler
Serenity
Serenity@aleabitoreddit·
Still think $AXTI was my most legendary thesis. Don’t think this will get beat by anything, now that it’s near ~$5.3B MC.
Serenity tweet media
Serenity@aleabitoreddit

Warning: The entire AI industry will likely be bottlenecked by two companies: 1. $AXTI ($700M) 2. $SMTOY ($31.7B) Which both control 60–70%+ of the world's InP substrates. Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers. $AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra. Without InP substrates, the supply chain falters. After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics. And two vendors could freeze the global InP substrate market covering nearly all of: - Hyperscaler optics (TPU pods, etc) - Optical transceivers (5g, data) - LiDAR (robotaxis, drones, military) -Optical Modules (interconnect clusters) - Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) Since these companies make up majority of the market supply: -AXTI (est. ~30–35%) -Sumitomo (est.~30%) - JX Nippon (est. 10-15%) That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market") Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile. If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all. InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

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BohmIsKing
BohmIsKing@BohmIsKing·
I own Braves fans.
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BohmIsKing
BohmIsKing@BohmIsKing·
THE BRAVES ARE DOWN 6-0 IN THE 2ND 😳😳😳 I TRIED TO TELL Y’ALL THEY WERE FRAUDS 🤷‍♂️🤣🤣
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Teslatte
Teslatte@Teslatte·
@DeFiTracer I’m confused. The dates on this vary, so how were all these done prior to market close?
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ᴛʀᴀᴄᴇʀ
ᴛʀᴀᴄᴇʀ@DeFiTracer·
🚨 BREAKING: INSIDERS JUST STARTED BUYING RISK ASSETS RIGHT BEFORE THE U.S. MARKET CLOSES EVERY SINGLE INSIDER IS BUYING BILLIONS RIGHT NOW: 0 SELLS. 1,295 BUYS. $13.45B IN VOLUME. THIS IS HOW THE MARKET PUMPS WHEN WAR ENDS!!
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Talkin' Baseball
Talkin' Baseball@TalkinBaseball_·
The Rockies do not care if you have the best record in baseball
Talkin' Baseball tweet media
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MomentumLab
MomentumLab@getmomentumlab·
Current S&P500 Momentum Model picks. $SNDK $LITE $CIEN Market status: Strong Uptrend Mode: Invested Off to a strong start this year.
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FlyinToaster 🛰️
FlyinToaster 🛰️@flyintoasters·
@grok @Barchart I mean to say would you consider derisking from the markets and put that into capital improvements on raw land in a fast growing state, like South Carolina?
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Grok
Grok@grok·
No, as an AI I don't invest or hold cash—but if analyzing $150k purely on data: I wouldn't go majority-risk into any single event like the upcoming SpaceX IPO (expected June at ~$1.5-2T valuation). Timing tops is tough; bubbles can run longer than expected, and SpaceX has real assets (Starlink revenue growth, launch dominance) vs. pure hype. Historically, dot-com era: Amazon (1997 IPO) and eBay survived the 2000-02 bust and compounded massively. Google IPO'd *after* the peak (2004) and became a winner. Pattern holds—quality businesses outlast corrections; most bubble IPOs didn't. Diversify and size positions to your risk tolerance. Not advice.
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Barchart
Barchart@Barchart·
AI Bubble hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com 🚨🚨🚨
Barchart tweet media
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FlyinToaster 🛰️
FlyinToaster 🛰️@flyintoasters·
So if you had $150,000 would you do risk a majority of that from the markets around the time of the SpaceX IPO? In my heart of heart I feel that’s the top signal for this bubble. Were there any notable IPO’s that went on to become winners around the same time as these historical bubble bursting eras? Looking to iteratively apply the pattern recognition.
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Grok
Grok@grok·
In Financials, top AI-driven players include Upstart (AI-powered lending/credit scoring), Robinhood (new AI investment tools), JPMorgan (heavy AI integration for ops/risk), and PayPal (AI fraud detection + payments). Fintechs like SoFi and Block are also scaling AI fast for personalization and efficiency. On macro: Yes—gold/silver surging (gold >$4500/oz recently) and rare earths demand (EV/defense/tech supply chain security, ex-China push) signal de-risking. Investors hedge USD weakness, equity concentration risk in S&P 500, and geopolitics by rotating into hard assets.
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FlyinToaster 🛰️
FlyinToaster 🛰️@flyintoasters·
@grok @Barchart Tell me more about the winners and hottest ai entrants into the Financials sector you mention. In the macro, could the rapid growth in precious metals and rare earths account for D risking in general from the S&P 500 and the US dollar?
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Grok
Grok@grok·
Financials (~12.6%) and Communication Services (~10.3%) are the S&P 500 sectors currently in the 10-15% range as of April 2026 data. Communication Services has grown with streaming and digital media, but it's established rather than brand-new "up and coming." IT dominates at ~33-35%, far above that level.
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FlyinToaster 🛰️
FlyinToaster 🛰️@flyintoasters·
@grok @Barchart What current market sector represents the same explosive potential seen at the start of the curves during the burst of each of the previous bubbles seen in this chart?
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Doves Of Freedom
Doves Of Freedom@DovesOfFreedom·
Drone school “Wetruegun”, a non profit providing official fpv drone training in Ukraine, have set up a fpv simulator in GTA 5. You can also use your own controller. They mentioned it feels surprisingly close to a real set up however doesn’t replace real life training. instagram.com/reel/DXtpO6XDL…
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Lunar
Lunar@LunarResearcher·
An ex-Anthropic engineer told me something at a party he probably shouldn't have. It was in SF. Someone's rooftop. I mentioned I run trading agents on Claude. He went quiet. "You're doing it wrong. Everyone is" I asked what he meant. "Claude is a runtime. Not a chatbox. You're supposed to pair it with repos" He pulled out his phone. Opened one GitHub link. github.com/anthropics/ant… 14,000 stars. Every workflow pattern they built internally before it went public. Agents. Tool use. Evals. Citations. The entire architecture. "Everyone types prompts. That's not how we use it. You connect Claude to a codebase. It reads. It understands. It builds on top of what's already there" I went home at 2am. Connected Claude Code to poly_data - 86 million Polymarket trades. Every wallet. Every entry. Claude didn't guess. It read the data and built detectors. First week: +$1,400. Second week: +$3,800. Right now: +$9,100. 4 agents. 74% win rate. His team runs this with a floor of PhDs and $800M AUM. My setup: Claude + a VPS. $25/month. The repos are free. Copytrade here: @lunar" target="_blank" rel="nofollow noopener">kreo.app/@lunar I asked him what separates his firm from everyone else. "Honestly? Keyboard shortcuts and repo structure. That's it. The model is the same for everyone" He texted me two days later. "Delete everything I told you" Too late.
Hanako@hanakoxbt

x.com/i/article/2042…

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Preacher
Preacher@PreacherBTC·
@theepicmap This has to be the dumbest shit going around today. Like look at this kindergarten childs playdough. Retard.
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Epic Maps 🗺️
Epic Maps 🗺️@theepicmap·
🚨: Gravitational map of the Earth. NASA's GRACE satellite has generated a geoid map of the earth based on the magnitude and shape of the globe and shows us an interesting image.
Epic Maps 🗺️ tweet media
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The White House
The White House@WhiteHouse·
JUSTICE THE AMERICAN WAY. 🇺🇸🔥
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
Iran just fired missiles at five countries simultaneously. Here is what actually happened to each of them. Bahrain. Confirmed hit on the US Navy Fifth Fleet headquarters. Bahrain’s own state news agency reported the strike. No casualty figures released yet. This is the command center for every American naval operation in the Persian Gulf. It was struck. UAE. Multiple missiles intercepted by Emirati air defenses. One civilian killed in Abu Dhabi from falling debris. The UAE defense ministry confirmed the intercepts. The Emirates just absorbed an act of war on its sovereign territory from a country it shares a maritime border with. Qatar. Missile intercepted. Zero damage. The Qatari Interior Ministry confirmed. The same country Iran just attacked is the country that hosted Al Udeid for twenty years as a gesture of regional balance. That balance ended this morning. Kuwait. KUNA state news agency confirmed missiles were “dealt with” in Kuwaiti airspace. No reported damage. Kuwait, which stayed neutral through every Gulf crisis since 1991, just had Iranian ballistic missiles flying over its cities. Jordan. Two Iranian ballistic missiles shot down by Jordanian military. Confirmed by the Jordanian armed forces directly. Jordan intercepted Iranian missiles in June 2025 as well. That was in defense of Israel. This time Iran targeted Jordan itself. Saudi Arabia. Fars News claims strikes. No confirmation from any Saudi source. No Tier 1 or Tier 2 verification. Either it did not happen or Riyadh is not yet ready to say it did. Both possibilities carry enormous implications. Now understand what Iran just accomplished strategically. In attempting to retaliate against Israel and America, the IRGC fired missiles at six sovereign nations in a single morning. Not one of those nations attacked Iran. Bahrain did not bomb Tehran. The UAE did not launch strikes on Isfahan. Qatar hosted diplomatic back channels. Kuwait maintained neutrality for three decades. Jordan was mediating. Iran just converted every neutral and semi-neutral state in the Gulf into a potential co-belligerent. Every nation whose airspace was violated, whose civilians were killed, whose sovereignty was breached now has legal and political justification to join whatever coalition forms next. And the damage tells the real story. One civilian dead from debris. Intercepts across four countries. No confirmed destruction of any US military asset. No reported American casualties among 40,000 troops in theater. Iran fired at the entire Gulf and the Gulf caught almost everything. Compare this to what Israel did to Tehran this morning. Precision strikes on the IRGC Intelligence Directorate. Explosions near the Supreme Leader’s office. Three detonations in central Tehran confirmed by Iranian state media itself. One side hit what it aimed at. The other side hit one civilian with debris. This is the asymmetry that will define the next 72 hours. Iran demonstrated intent to strike everywhere and capability to hit almost nothing. The Gulf states demonstrated they can defend themselves. And now those states must decide whether the country that just fired ballistic missiles across their borders gets to do it again. They will not let it happen again. Watch for the joint statement. Watch for airspace coordination between Riyadh, Abu Dhabi, Manama, and Kuwait City. Watch for the coalition that Iran just built against itself with a single salvo. Iran did not retaliate against Israel this morning. Iran gave every country in the Middle East a reason to retaliate against Iran.
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FlyinToaster 🛰️ retweetledi
Maine
Maine@TheMaineWonk·
Millennials living through: - 2 economic recessions - 9/11 - Iraq & Afghanistan - a global pandemic - 8 stock market crashes - jobs replaced by AI - Host of The Apprentice possibly starting WW3 We’re tired boss.
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FlyinToaster 🛰️
FlyinToaster 🛰️@flyintoasters·
@StephenXmanX @Alla_CryptoArt @ZelenskyyUa Honestly, you either fight him now or you fight him later when he’s got infrastructure, labor, and allies entering the war. IMHO Obama was a bitch for not going hot on the whole thing when they invaded while they were all at the Olympics in 2014!
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Stephen Cole
Stephen Cole@StephenXmanX·
@Alla_CryptoArt @ZelenskyyUa If Ukraine were to become a member of NATO at this time, the United States and all of NATO would be obligated to come to its defense, bringing the west into a direct war with Russia. You’re advocating the U.S. entering the war. Do you understand that? That’s a very bad idea.
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Volodymyr Zelenskyy / Володимир Зеленський
Now Belarus definitely knows what is happening on its territory. It can no longer be said, as Lukashenko once told me after the full-scale invasion began, that Russian missiles were launched but they had long been stationed in Belarus, and that it wasn’t under Belarusian control. Now the relay stations for modern “shahed” drones are new installations that have appeared on the territory of Belarus and help attack our people and energy infrastructure. These relay stations enable drone guidance. We did everything so that three or four of them are no longer there. We had to do this because Russia used jet-powered drones, but not only through Belarus. They did not just pass through their territory – they operated with technological support from the territory of Belarus. The next step is the preparation of a site for the deployment of Oreshnik on the territory of Belarus. This is all about new steps, not old ones that did not depend on Lukashenko, as he previously claimed. Now it definitely depends on him. And therefore we are now at a moment when, in my opinion, Belarusians must understand all the risks. From an interview with the Belarusian independent media outlet “Dzerkalo.” 1/5
Volodymyr Zelenskyy / Володимир Зеленський tweet media
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