Millionaur

This is a catastrophic signal for neoclouds like $CRWV and $NBIS. These companies exist because compute was scarce. When someone like SpaceX enters the rental market with 220,000 GPUs at once, they become the 800lb gorilla. SpaceX has the advantage of vertical integration and they can underprice neoclouds into oblivion just to keep their utilization rates at 100%. Anthropic was a crown jewel customer for specialized clouds. If they are moving their heavy lifting to SpaceX then the moat for neoclouds just evaporated. Now regarding xAI: Colossus 2 is supposed to bring them toward 1 million GPUs, but if they can't even utilize the first 200k for a winning internal model, the Gigafab becomes a massive, expensive monument to overcapacity for them. If xAI had a model capable of leapfrogging GPT-5 or Claude 4, they would be using every single one of those 220,000 H100s/GB200s to train it. You don’t let a direct competitor take over your primary training ground unless: - xAI’s research might have hit a wall where throwing more compute at Grok isn't yielding proportional returns. - Maintaining a 300MW facility with 200k+ GPUs costs billions in power and debt service. If they can’t justify the internal training run right now, they have to rent it out to stop the bleeding. - Musk will clean up the books for a SpaceX IPO. Renting out the hardware makes SpaceX a high-margin infra provider rather than a high-risk research lab. $TSLA

BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.

THE SUPER CYCLE PHASES Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC Next money rotates into the next layers: Memory:
$MU $WDC $STX $SNDK Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL Now it’s hitting Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P Next Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA Networking:
$ANET $AVGO $MRVL $CSCO Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO Space:
$ASTS $RKLB $LUNR $PL Defense / Drones:
$KTOS $AVAV $ONDS $LMT Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

BREAKING: In a "game changing" deal for AI, Nvidia is partnering with glassmaker Corning to develop 3 new advanced manufacturing facilities entirely for optical technologies. Details include: 1. The factories will lead to the creation of at least 3,000 jobs and increase Corning’s US optical manufacturing capacity by +1,000% 2. Nvidia is likely set to replace copper with Corning’s optical glass fibers in its AI rack-scale systems 3. Optical fiber allows for less signal loss than copper, making AI data centers more efficient 4. Corning, $GLW, is surging +16% on the news and Nvidia, $NVDA, is up +3% The AI Revolution is accelerating.

U.S. Big Four CSPs Continue to Ramp AI Capex The world’s four leading hyperscalers—Amazon, Alphabet, Meta, and Microsoft (FY26 Q3)—have released their 1Q26 (Jan–Mar 2026) earnings. Combined quarterly revenue reached approximately $430.6B. Among them, the three major cloud segments—AWS, Google Cloud, and Microsoft Intelligent Cloud—generated a combined $92.3B, representing roughly 35% YoY growth. On the investment front, both Alphabet and Microsoft recorded quarterly capital expenditures exceeding $30B, underscoring continued aggressive spending on AI infrastructure. #Amazon reported quarterly revenue of $181.52B, up 17% YoY. Its cloud division, AWS, delivered revenue of $37.59B, growing 28% YoY and accounting for 21% of total revenue, remaining a key profit driver. In terms of capital expenditure, Amazon maintains its $200B AI investment target for the year. The company has also recently announced an additional $25B investment in Anthropic and plans to invest $50B in OpenAI. #Alphabet (#Google) reported quarterly revenue of $109.90B, up 22% YoY. Google Cloud posted particularly strong growth, with revenue reaching $20.03B, up 63% YoY. Capital expenditure surged to $35.67B for the quarter, representing a 107% YoY increase. Alphabet has also raised its full-year 2026 Capex guidance to $180–190B. #Microsoft reported FY26 Q3 revenue (ending March 31, 2026) of $82.89B, up 18% YoY. Its Intelligent Cloud segment generated $34.68B, growing 30% YoY. Quarterly capital expenditure reached $30.88B. Microsoft also expects full-year FY26 Capex (ending June 2026) to increase 61% YoY to $190B. #Meta reported 1Q26 revenue of $56.31B, up 33% YoY. Its advertising business remained strong, with ad impressions across its platforms rising 19% YoY and average ad prices increasing by 12%. Meta forecasts full-year capital expenditure in the range of $125–145B. 📊 More industry news: buff.ly/teiQaps 📊 More industry charts: buff.ly/4fzUmzQ

We're up 800%+ and we're only in the 3rd inning. There will be red days ahead, which means BUY. Here's the top 10 stocks to buy on every SINGLE dip until I tell you when to sell: 1. Micron $MU 2. Western Digital Corp. $WDC 3. Seagate Technology $STX 4. GE Vernova $GEV 5. Lam Research Corp. $LRCX 6. Sandisk $SNDK 7. Advanced Micro Devices $AMD 8. Corning $GLW 9. Kopin $KOPN 10. Arista Networks $ANET Never miss a bull-run again - all my buy and sell signals in Discord @ stockwhale.vip.

$LITE just confirmed the transceiver market is structurally undersupplied. $AAOI makes its own lasers and is ramping to fill the gap CEO Michael Hurlston said demand exceeds supply by more than 30% on EMLs. On transceivers specifically: “We could ship quite a bit more this quarter… quite a bit more in the guide had we not the supply constraints we see.” That demand has to go somewhere. While Lumentum is experiencing “tension in the external market” for CW lasers, forcing them to reallocate fab capacity just to partially self-supply. AAOI does not have this problem. They manufacture their own CW lasers via proprietary MBE and MOCVD processes, with plans to scale to over 2 million CW lasers per month by December 2026. While competitors are scrambling to source externally in a tight market, AAOI controls its own supply chain end to end. Three specific data points from today’s Lumentum call directly underpin the AAOI thesis: First, Lumentum’s transceiver supply-demand gap is “appreciable” and in the 30%+ range. Every module Lumentum cannot ship is potential share for a qualified, ramping alternative supplier. Second, the CW laser shortage in the external market – which Lumentum just disclosed – does not constrain AAOI. Their vertical integration is specifically the structural advantage that differentiates them when the external supply chain tightens. Third, 1.6T is where Lumentum says margins are “definitely better” and where they are “ahead” in design execution. AAOI has already secured $200M+ in 1.6T orders and is ramping production starting Q3 2026. AAOI earnings are May 7, the market will be looking for: how much of the $124M 800G backlog started converting to revenue in Q1, whether 1.6T qualification timelines are holding, and early margin signals as the product mix shifts from 400G. Management guided Q1 at $150M-$165M. Any beat alongside forward guidance that points toward the $1B target will confirm that the backlog is real and executing. Even if they don’t beat guidance this time around the supply is so constrained that any drop will most like be bought up. I’m long $AAOI

Anthropic just committed to spending $200 billion with Google Cloud over five years. Combined with its $100 billion Amazon deal from April, the company is now making infrastructure commitments that dwarf most public tech companies' entire market caps, and it hasn't even IPO'd yet. Anthropic and OpenAI together now make up roughly half of the $2 trillion in revenue backlog across the four largest US cloud providers. The entire cloud growth story that Wall Street is currently pricing into big tech earnings is, at its core, a bet on two cash-burning startups hitting 20 to 30x revenue growth by 2029. While OpenAI is building its own data centers through Stargate, Anthropic is locking in capacity across Google, Amazon, and Microsoft simultaneously. No single point of failure, no hardware ownership risk. The tradeoff is deeper dependency: Google is running Anthropic on its own TPU chips, not just Nvidia hardware, which means better margins for Google but an increasingly asymmetric relationship for Anthropic.

All these stocks hit new ALL TIME HIGHS at some point today Amazon $AMZN Google $GOOGL Intel $INTC Micron $MU SanDisk $SNDK Marvell $MRVL Broadcom $AVGO DigitalOcean $DOCN Nebius $NBIS Lam Research $LRCX Western Digital $WDC Cisco $CSCO Axt $AXTI Hewlett Packard $HPE Williams Companies $WMB Seagate $STX Flextronics $FLEX Lumentum $LITE Vertiv $VRT Interactive Brokers $IBKR MaxLinear $MXL American Electric Power $AEP Johnson Controls $JCI Sterling Infrastructure $STRL Solstice Advanced Materials $SOLS Element Solutions $ESI Marathon Petroleum $MPC Silicon Motion $SIMO Caterpillar $CAT Primoris Services $PRIM Everus Construction $ECG Main Street Capital $MAIN Rockwell Automation $ROK Celestica $CLS MKS Instruments $MKSI Powell Industries $POWL Kodak Gas Services $KGS Cummins $CMI Iron Mountain $IRM Quanta Services $PWR Semtech $SMTC Allstate $ALL Jabil $JBL MACOM Technology $MTSI Jazz Pharma $JAZZ Nucor $NUE Modine Manufacturing $MOD CBOE Global $CBOE Steel Dynamics $STLD

$OSCR with an insane beat. They reaffirmed the guidance across the board and the stock is flying. I wonder where are the people who thought this was trash?? This is just the beginning, remember the CEO himself said he sees the stock between $45-$55 by the end of this year.

$SIVE We’ve been saying this name for a while. Now the institutions are beginning to flock. Sivers plays on two fronts: Photonics and Wireless. On Photonics – $LITE just confirmed on their earnings call that the external CW laser market is structurally short through 2027. Sivers’ Glasgow InP fab is operational today and sitting right inside that gap. On Wireless – Sivers just closed a $1.5M mmWave development deal with Tachyon Networks for 60GHz FWA. Existing 28GHz product already in the field. Named institutional investors including DNB Disruptive Opportunities and Storebrand just took positions in a ~125 MSEK directed share issue three weeks ago. This company just keeps on giving. The smart money is starting to show up on both fronts.

"Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon and without sufficient pricing power to get margin headwinds. Who benefits? The strong players in the semi supply chain with pricing power are still trading on attractive valuations: $TSM, Semicap like $ASML, the DRAM triopoly (SK Hynix, $MU and Samsung), are some of the most obvious winners in silicon. $NVDA has locked in tons of capacity so will benefit. A big winner can also be $INTC. For years, there has been no demand for their Foundry, but this is changing now where even TSMC has not sufficient capacity.

The 🇺🇸 is reportedly working to address the global memory chip shortage through a supply chain coalition with allies in Asia, Europe and the Middle East, a State Department official told Nikkei Asia

#SemiVision has curated a selection of key and well-recognized players across the Taiwan–Netherlands photonics supply chain to provide a clear reference for the industry. Beyond these established companies, it is important to note that a growing number of startups—and even traditional players undergoing strategic transformation—are actively entering the silicon photonics space. This trend highlights the rapidly expanding ecosystem and the increasing strategic importance of integrated photonics across multiple segments of the semiconductor value chain. open.substack.com/pub/tspasemico…

AI has turned semiconductors into one of the most profitable sectors in the market: • $NVDA owns main AI compute layer • $AVGO monetizes custom silicon, networking & connectivity • $AMD remains CPU bottleneck play as inference workloads scale • $MU benefits from memory bottleneck across HBM & data center storage

Great estimate I personally believe that CPU for agentic AI will cross 50% of the total market by 2030 Ben estimates 62% CAGR for agentic CPUs

Amazon, Alphabet, Microsoft and Meta posted ~$430.6B in Q1 revenue, while AWS, Google Cloud and Microsoft Intelligent Cloud hit $92.3B combined, up ~35% YoY.

RT @StockMKTNewz: Nvidia $NVDA and Corning $GLW just announced a new long term partnership to "expand U.S.-based manufacturing of the adv…

The AI "Optical Wall" isn't coming; it's here. In the last 24 hours $GFS $LITE and $AMD all confirmed the same shift: We're not running out of GPUs. We're running out of light The bottleneck has moved upstream into the laser supply chain Here's the tell $LITE: CW laser supply gap above 30% and worsening. Fabs maxed on EMLs for $NVDA Now buying lasers from competitors on the open market $GFS: Launched SCALE CPO platform Already oversubscribed Dependent on external lasers they cannot build themselves $AMD: $120B AI TAM by 2030. 6GW Meta deal Every rack needs optical and every optical interconnect needs a laser The chokepoints are upstream: $AXTI: InP substrates. Backlog into 2027 $SOI: Controls the SOI layer through 2029 $AAOI: Independent laser capacity. Not locked into NVDA $SIVE: The mispriced node. CW lasers powering nextgen CPO Ayar removed $LITE from their supplier page and kept $SIVE Only scaled open supplier as $LITE stays tied to NVDA. Nasdaq dual listing evaluation underway CPO hits scale in 2028 Qualification is happening now The market is still pricing compute The trade is upstream

This is a valid point. AI trade is massive and has many arms. The Neoclouds have started running ($NBIS $IREN $CRWV) Memory/Hardware has run: $MU $AMD $NVDA Photonics are being found: $SIVEF $POET Cooling those chips is a big deal. $INV $VRT $JCI I think cooling is "just warming up".