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@ginocello

@ginocello

Katılım Haziran 2009
999 Takip Edilen598 Takipçiler
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GINO
GINO@ginocello·
It will take time but it will be worth it.
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Justin Banks
Justin Banks@RealJGBanks·
BREAKING: Wall Street just found its next AI trade. Optical stocks are exploding Here’s the full list who benefits: TRANSMISSION $AAOI - Applied Optoelectronics $LITE - Lumentum $COHR - Coherent $FN - Fabrinet $INFN - Infinera $CIEN - Ciena COMPONENTS $MTSI - MACOM $LASR - nLight $LPTH - LightPath $POET - POET Technologies $LWLG - Lightwave Logic $ALMU - Aeluma $OPTX - Syntec Optics MATERIALS $GLW - Corning $AXTI - AXT NETWORKING $ANET - Arista $MRVL - Marvell $AVGO - Broadcom $CSCO - Cisco $NVDA - NVIDIA FOUNDRY $AMKR - Amkor $TSM - TSMC $GFS - GlobalFoundries $TSEM - Tower Semiconductor TESTING $AEHR - Aehr Test $FORM - FormFactor $KEYS - Keysight $ONTO - Onto Innovation $VIAV - VIAVI
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GINO
GINO@ginocello·
@Iberianamerica It’s holy week everything is closed you idiot
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Iberian America
Iberian America@Iberianamerica·
American Expat HATES how things are run in Mexico City: "So frustrating how Mexicans ruined my trip I wanted to see this library but I can't All because Mexicans are too lazy to respect their working hours"
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@levelsio
@levelsio@levelsio·
Shkreli has a great track record calling out bullshit so when he thinks something is promising it probably is because he's highly critical
TBPN@tbpn

.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball." "Recently in Nature, and a few other preeminent journals, especially Chinese companies, have shown you can do MatMuls [matrix multiplication] with light." "It's actually pretty remarkable. Light goes to 100 THz. But more important than that is you can actually do 3D MatMuls, and they're O(1) in complexity," meaning they take the same amount of time no matter how big the problem is. "More and more of the chip and entire global computer infrastructure is going photonic. And maybe the whole thing goes photonic someday. And electricity is actually the odd man out." From his January appearance on the show.

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CK Capital
CK Capital@CKCapitalxx·
$LITE is worth $59 billion. $COHR is worth $49 billion. $AAOI is worth $7 billion. All three are in the same business. All three supply the optical infrastructure powering AI data centers. All three are validated by the largest hyperscalers on earth. Here is why $AAOI closes that gap and what $50 billion looks like. $LITE grew revenue 65% last year. $COHR grew 30%. $NVDA invested $2 billion in each of them. $AAOI grew revenue 130% last year. Just landed $124 million in new 800G orders since mid March alone from multiple separate hyperscalers. First volume order for 1.6T transceivers already secured. CEO said 99% confident in $1 billion revenue in 2026. Monthly transceiver orders projected to hit $378 million by mid-2027. That is a $4.5 billion annualized run rate from a single product line. The difference between $AAOI and its peers is not the technology. $AAOI’s in-house InP laser fabrication is a genuine moat that $LITE and $COHR both rely on external supply chains to compete with. The difference is awareness. $LITE and $COHR have been institutional names for years. $AAOI was a penny stock in 2023 trading at $2. The re-rating is still in early innings. Here is what the path to $50 billion looks like on ~68 million fully diluted shares. $10B market cap — $147/share. Needs $1B revenue confirmed. Already guided. $20B market cap — $294/share. Needs 800G and 1.6T scaling across 3+ hyperscalers. Already happening. $30B market cap — $441/share. Needs Sugar Land Texas facility fully ramped. In construction now. $40B market cap — $588/share. Parity with $COHR. Justified on faster growth alone. $50B market cap — $735/share. Parity with $LITE. $AAOI growing at 2x the rate of $LITE right now. $LITE trades at roughly 25x forward revenue. $AAOI trades at 7x. Same sector. Same customers. Same AI demand wave. $AAOI growing faster than either. The hyperscalers have voted with their wallets. Multiple $100M+ orders in weeks. Two separate customers validated. 800G and 1.6T both in volume production. $7 billion market cap for the fastest growing optical company in the sector is the most obvious gap in this entire theme.
CK Capital tweet media
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jordy
jordy@jordymaui·
life after reading how to setup OpenClaw in under 10m
WeeklyClaw@weeklyclaw

WeeklyClaw #006 just dropped. anthropic horror show, rate limits broke for thousands of users, and the service went down five times in march. we cover all of it. plus: how to set up an openclaw agent in under 10 minutes, & how myagent made $7,200 in six days. link below.

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Lia the Trader 👸💸
Lia the Trader 👸💸@Liathetrader·
What's the best screenrecording software? OBS is too complicated and LOOM constantly crashing. Recorded 3 videos, spent all afternoon doing this and all are useless. 😅🙄
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BowTiedPassport
BowTiedPassport@BowTiedPassport·
I once dated a girl from a wealthy Mexican family that owned vineyards across the country. One day, she got mad at me for not noticing her new hairstyle (balayage). The argument escalated, and as I was laughing because the situation felt so absurd, she threw her hand up in my face. That was the moment I realized she only had four fingers on that hand. I’d been with her for months and never noticed. When I finally asked, she told me she’d been kidnapped as a child. Her family was too slow to pay the ransom, so the kidnappers cut off one of her fingers. She always hid that hand in her pocket or kept it out of pictures.
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Vero Islas
Vero Islas@LOVREGA·
¿Recuerdan al pelón marihuano que juntó a su esposa drogadicta y agredieron a un usuario en un gimnasio? Bueno, pues resulta que al otro día lo volvieron a atacar, solo que ahora lo privaron de su libertad y el pelón marihuano intentó ahorcarlo. Aquí el video.
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Ripster
Ripster@ripster47·
🚨🚨 Learn What is Gamma & GEX On $SPX Dn't need to make it complicated , understand what it means and what it does to the market!! @TENETTRADEGROUP @tenet_research
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Public
Public@public·
NEW: You can now build AI Agents that monitor the market, manage your cash, and execute your trades. The Agentic Brokerage has arrived.
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GINO@ginocello·
Tradestation hazme rico necesito 4m
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AI at Meta
AI at Meta@AIatMeta·
Today we're introducing TRIBE v2 (Trimodal Brain Encoder), a foundation model trained to predict how the human brain responds to almost any sight or sound. Building on our Algonauts 2025 award-winning architecture, TRIBE v2 draws on 500+ hours of fMRI recordings from 700+ people to create a digital twin of neural activity and enable zero-shot predictions for new subjects, languages, and tasks. Try the demo and learn more here: go.meta.me/tribe2
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