ivy wolf

@StockSavvyShay Excellent breakdown. Everyone’s focused on GPUs, but the real infrastructure shift is happening in optical interconnects. This move from copper to optics will be critical for next-gen AI training clusters. Saving this thread for deeper research. Thanks for putting it together!

THE PHOTONICS LAYER OF THE AI BUILDOUT Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVDA Rubin Ultra NVL576. The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects: • $AEHR burn-in & reliability test systems for photonics and AI hardware • $AAOI data center optical transceivers with in-house laser manufacturing • $LITE high-speed lasers & optical components for data center transceivers • $VIAV optical testing & measurement tools used to validate high-speed networks • $COHR lasers, photonic components & materials used across optical networking systems • $MRVL optical DSPs, custom interconnect silicon & networking chips for AI infrastructure • $CRDO retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters

@KobeissiLetter $NVDA at $5.5T first company ever. Jensen Huang is having the greatest CEO run in history Trump’s China trip was the ultimate catalyst

BREAKING: Nvidia, $NVDA, officially becomes the first company in history to hit a market cap of $5.5 trillion. The stock is at a fresh record high after Nvidia CEO Jensen Huang was invited on President Trump’s trip to China.

$MU quarterly profit is expected to expand from ~$2B to nearly $36B in just over two years. That is what happens when AI turns memory into a bottleneck across HBM, DRAM & storage while GPT-5.5, Claude Opus 4.7 & Gemini 3 Pro push toward bigger context, longer reasoning & persistent agent memory.

@Pennyboycrypto This is peak bubble behavior. Throwing billions around like it's monopoly money. Reminds me of 1999.

$NVDA isn’t just selling GPUs anymore… they’re becoming the venture capitalist of the entire AI economy. Over $40 BILLION in equity investments this year alone: • $30B into OpenAI • ~$3.2B into $GLW • ~$2.1B into $IREN • ~$2B each into $MRVL, $LITE, $COHR, $CRWV, $NBIS My observation? Jensen is systematically buying stakes across every critical layer — chips, optics, power, networking, neoclouds, and the model companies themselves. This isn’t random investing. This is vertical integration on steroids. When the whole AI stack eventually needs to scale, a huge chunk of the economics now flows back to Nvidia. The more I look at it, the more it feels like Nvidia is building its own moat with actual ownership, not just technology leadership. This changes how I think about $NVDA long-term. You see this as brilliant capital allocation or overreach?

@StockXSoldier Boring beats brilliant is facts. This list is actually pretty well balanced.

You're a millionaire in 2035. This is all you did (cheatsheet): Keep it extremely simple, boring and concentrated. My favorite 10 plays: 1. $IONQ — quantum computing 2. $IREN — AI + Bitcoin mining 3. $ASTS — space mobile 4. $VOO — the boring king 5. $DRAM — memory supercycle 6. $GOOG — AI search moat 7. $TSLA — autonomy or bust 8. $NVDA — still the pickshaw 9. $AMD — catch-up trade 10. $POET — high risk, high reward Boring beats brilliant. Save this. Check back in 2035. Which one would you swap out?

@Christo46444155 Underrated names right here. Adding $VRT and $STX. Hyperscalers spending is the real alpha 💰

Quick recap on the AI infra names I’ve been highlighting: $VRT held up well despite oil noise. $STX continues to see strength on storage orders. $LITE and $COHR optics still relatively quiet but real flow is there. This isn’t the flashy part of AI, but it’s the part that needs to be built. Hyperscalers aren’t slowing down their data center spend. Solid day for the physical layer. Which one are you adding or trimming? Let me know below 👇📈

@mymarvelouslife Nobody knew Sandisk was Sandisk until after it ran 😂You’ll hear the next one when it’s already 10x

I got 30K ready right now. Someone tell me what’s the next Sandisk 😭

🚨 BREAKING INSIDERS JUST STARTED MASSIVELY DUMPING EVERYTHING EXCEPT OIL RIGHT AHEAD OF THE U.S. MARKET OPEN ON MONDAY! EVERY SINGLE INSIDER IS SELLING BILLIONS NONSTOP: 0 BUYS. 1,382 SELLS. $13.58 BILLION IN VOLUME. THIS IS REALLY BAD FOR MARKETS...

@BeardoTrader Retail FOMO loading while smart money watches the same overlay. History rhymes hard 😤

The dot-com bubble overlayed on today's $SPY chart.

Michael Burry just called the bottom on software stocks He opened a new 3.5% position in PayPal $PYPL at $49.38 yesterday And is adding Salesforce $CRM and MSCI $MSCI this morning, per his Substack His recent purchases: • PayPal $PYPL • Fiserv $FISV • Adobe $ADBE • Autodesk $ADSK • Veeva $VEEV

Dealer, designated for playing cards with coworkers

Thanks to @hrblock for taking care of me & all @DaytonWBB players! Was great connecting with fans at the local franchise locations this year… it’s great to have a partner who takes care of my tax needs. #sponsored Find a tax pro: bit.ly/d6_hrb

𝐂𝐨𝐧𝐠𝐫𝐚𝐭𝐬 to @ivyewolf on being selected to the Celsius Women’s 3-Point Championship roster for the 36th annual State Farm College Slam Dunk & 3-Point Championships‼️ Make sure to tune in tomorrow night at 7 PM on ESPN ✈️ #GoFlyers

Dayton women's basketball's Ivy Wolf is set to compete in the 2025 College Three-Point Contest in San Antonio. #UDWBB // #GoFlyers ow.ly/kkK250VtiKV

@KremerRick @shellywolf6 🤣🤣

Had to buy me a large soda today for the cup… @ivyewolf @shellywolf6

@TrenPerkins ❤️💙

Yeah 10!!! ❤️🩵✈️

Thank you 1️⃣0️⃣‼️ 15>1 // #GoFlyers

Taking hits and Cashing in 😎 15>1 // #GoFlyers // @arianna_nany116

Thanks to @amaelletang_29 @JavonBennett9 @mGrant_33 and @ivyewolf for signing some items for G today. Thanks to Matt Farrell and @daytonnil for setting it up. As always, Go Flyers! 🔥🔵🔴