John Rando

Nick Shirley “Would you guys vote for Gavin Newsom in 2028?” California resident “I’d vote for him because he got me released, coming home from a life sentence — He signed off saying I’m fit for society” “What were you locked up for? “Murder, carjacking and robbery” Holy sh*t

Of course they did.

@America1stLegal Commie subversion has gone full tilt. Republicunts aren't helping...just stallimg for the next batch of traitors.

"The Biden administration's CIA warned about 'motherhood and homemaking' being used to advance extremist ideology... The documents sparked fresh controversy last week after being highlighted by America First Legal, a nonprofit founded by Trump adviser Stephen Miller."

I spent 7+ years studying money full time to understand how the financial system was designed to keep you poor forever. Here are the top 10 brutal truths no one will ever teach you (THREAD): 1. Every dollar is your life compressed into a token.

@ShardiB2 Daaaamn it!! I "was going to" buy yesterdayyyyyyy. Saw it was down a bit. Faaack!

$SWMR near 40% in a day Hot damn

@aleabitoreddit Whoops no, it was last Friday!

@aleabitoreddit I got in like Monday and am up over 30% on shares. Thank you, by the way!

If you're new to $AAOI: It looks scary entering positions near ATH at $109 after a 175% YTD increase. However, this looks like the photonics equivalent of $SNDK. And it so happens the center of the optical transceiver supercycle... At a $8.2B valuation we can look at projections: (est. Capacity * ASP Projections) Q2 2026: ~$312.1M Q4 2026: ~$1.41B Q2-2027: ~$1.53B Q4-2027: ~$1.97B If $AAOI ends up leapfrogging the $55B $LITE in revenue... $8B MC looks a little absurd for revenue growth off 30-40% margins… Re-rating potential is enormous. Worst case scenario if they fail internal laser fab and buys off $COHR. Is it ends up a Made in America Innolight / Eoptolink (Both $66B-$90B+ Chinese companies)? The optionality of making the entire supply chain in America is understated. $AAOI is one of my few high conviction longs aside from $SIVE and $LITE if they can deliver on projections.

$PLTR Maven just became an official DoD Program of Record driving adoption across the U.S. military and putting the Army in charge of future contracts. The AI agents Palantir deploys across defense + industrial workflows become the coordination layer between autonomous machines making it one of the most leveraged software plays in the robotics economy.

plastics about to go crazy

Investors are pouring money into energy stocks at a record pace: Global energy equity funds have attracted a record +$9.5 billion in inflows over the last 3 weeks. By comparison, the previous peak was +$7 billion at the beginning of 2021. The 2022 spike, when WTI Crude oil surged to $129 per barrel, was +$6 billion. As a result, global energy equity funds have now seen inflows for 5 consecutive weeks, the longest streak since 2017. This all comes after nearly 2 years of consistent outflows. Energy stocks are seeing historic inflows.

$BTC Big Buy Walls on SPOT starting at $67k and $65k and PERPS at $65.3k One Big Sell Wall on SPOT at $80k and one on PERPS currently at $72k Perps usually always change though throughout the day, but for now we can assume one of these walls will get swept and liquidity taken and then we can position correctly either short or long. Right now, it's just a chopfest and there's no point in really sizing up or trading seriously until a proper move happens

So my 10x moonshot $AXTI ended up landing on the moon. If you felt like you missed the rocket: -> $SIVE is my personal favorite next 10x AXT moonshot at today's prices. -> $AAOI already up 4x since I've mentioned it, but I still think it can 4x again from these levels. If you want to play a bit safer: -> $VNP is the Western $AXTI -> $SOI is the $AXTI for silicon photonics/CPO, but it hasn't really ramped up yet. -> $IQE is more binary based on restructuring. -> $TSEM, $LITE, $COHR are the steadier compounders. I haven’t mentioned $VNP (5N Plus) much yet but it’s genuinely one of the most important companies in Western supply chains as the counterbalance to $AXTI. Basically it supplies: indium, germanium, gallium, tellurium, bismuth. Solar cells for LEO. Substrate feedstock for photonics. There's always more opportunities in the market!

Whatever you do no matter what it is and you genuinely enjoy doing it. Just do not quit.

These cases are both from this week. A white man fished without permission from the government. A black boy shoved rocks in a 12 year old girl’s mouth while raping her with his friends. Guess who is home and who is in jail.

Biggest #quantum news from the past week: $IONQ - published a cool new study showing their quantum computer can help with real investing decisions. They tested it on 250 real stocks from the S&P 500 and proved that using more qubits gives noticeably better investment mixes. It ran on their actual hardware and beat some basic comparisons. Talk continued about their recent deals, like teaming up with a big South Korean research center (using NVIDIA tech) and setting up a quantum center at the University of Cambridge in the UK. $INFQ - Strong ongoing buzz from recent wins, delivering the UK's first working 100-qubit quantum system (neutral-atom tech,l) and held an Analyst Day on March 11 to show off their roadmap, contracts worth over $28M, and plans for hybrid systems with NVIDIA. $LAES & $WKEY - Offering done on LAES for $125M causing a huge drop in stock price. Quantum Sector: UK government announced a huge £2 billion push for quantum tech, including research, building systems, and buying prototypes.

Feel like Mag7 selloff from $META at $593 to $MSFT at $373… Has gone a bit too far? At this point, risk/reward feels on hyperscaler spend vs. ROI vs. macro climates, feels compelling. And we should see capital rotations back into the American tech sector soon.

$CRCL falls ~15% after the CLARITY Act deal signals no yield on stablecoin balances by allowing only activity-based rewards. That weakens a key part of the bull case by making USDC harder to evolve from a payments utility into a real store-of-value product.

@CryptoZachLA Nooooo. Democrats aren't right on anything. Trump has pissed me off too, but NOTHING the Demonrats do or did was ever correc--since Bill Clinton or before. They are pure evil. Way worse than anything Trump has done or will ever do.

Alright i'll say it. I fucked up voting for/believing in Trump. The Democrats were right. (he still has another 2-3years but it aint looking good bruv)

$NVDA is partnering with Emerald AI, $AES, $CEG, $NEE & $VST to build grid-integrated AI factories that combine flexible compute with on-site power + storage. The model could speed AI infrastructure buildout while helping support the grid & unlock up to 100 GW of U.S. capacity.