weewoo

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.

Not exactly! I'm just a tad more familiar with photonic supply chains than I am with energy so I like picking potential winners. Just wanted to introduce $IQE into the equation like i did with $AXTI, so I could do a "Did you Listen Anon?" post 3 months later if it turns out well.

The nice thing about multi-year bottlenecks from: $HPS.A to $SNDK to $LITE Is that you can sleep a easier despite market volatility like today. Knowing demand will be extreme even 1 year... Even if Trump wants to nuke Bikini Bottom and other companies might be more impacted: -> One has a huge market share over Transformers -> One has huge market share over NAND -> One has huge market share over EML/OCS. And the one thing in common is that they're all likely backlogged on orders into 2028. Signaling near-guaranteed fundamental revenue and likely margin expansion into the next year. It's H1 2026 now.

Perps on COE prices wen?!

I take back what I said Average prices for a Toyota is $200,000 now Invest in SG cars = stonks

After months in rooms at the WH and Senate, this much is clear: a lot of the public debate overstated the risks and ignored the substance. This outcome preserves activity-based rewards tied to real participation on crypto platforms and networks, which is what the bank lobby said they wanted. We've long believed that this issue did not warrant legislative changes. But whatever-- we’re focused on getting a bill done and are satisifed that this language should not be the basis of any objection. Onward.

So just putting it out there: Towa (6315), at $1.35B... Is a rare, living definition of monopoly over HBM4 (compression molding). It's been kinda flat YTD, but every memory company like $MU, Sk Hynix, Samsung are their customers. And each of the memory company earnings signaled massive capex increases. Even as seen with $TSM earnings, every major semi is going through a massive capex cycle to meet AI demand. And all three memory makers have printed from hbm3e and nand... so the next capex cycle is probably not like the last (meaning a lot more spend). Like $ASML, this is hyper-cyclical but I wanted exposure to the upcoming HBM4 capex ramp over these next few months. Thought I'd put this name on people's radar alongside $LPK (glass core substrates) as a functional monopoly. But I do feel like this timing is about right while every machine supplier is having a massive re-rating yet this was relatively flat. Not exactly a new find, since a few other analysts + random followers had this name but hope I get the timing right. (Disclaimer: I do hold positions, this just TLDR of my own thoughts, please don’t copy trade)