robbymaydowhat
2.3K posts
robbymaydowhat
@robbydoesstocks
Finance enthusiast. Looking for quality companies
New York, USA Katılım Ocak 2024
488 Takip Edilen142 Takipçiler
@RealAlexJones Your nuts, you know that right. You definitely missed the opportunity for this to be just a simple case of over reacting, it would’ve covered your outbursts, not so much anymore.
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It's a well orchestrated psyop. And the MSM is being used to amplify it.
Think about it. All calling him CRAZY. MTG goes on CNN calling for the 25th and CNN of course amplify it to no end. HE'S CRAZY!
Just so happens that's what DJT wants Iran, NATO, China, Russia and Ukraine to believe. His threats become MUCH more effective ... to getting the deal he wants. He spells it all out in "Art of The Deal". His methods are not a secret. They are all being used!
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@dannyisr @Lukewearechange I understand that. But in the end, If the Iranian People are ever going to be free It will be through our actions.
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If this happened in your town, how would you react, would you support your “liberators”
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@wkayers0917 @Investanswers @TruthFairy131 @grok It literally says the trend started before the vaccine.
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@Investanswers @TruthFairy131 @grok @Investanswers
You are one of the smartest people I’ve observed over the years. You and I both knows it’s the vaccine… doing exactly what it was designed to do
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🔥 BREAKING 🔥
Australia has set another new Record.
World’s WORST Cancer surge.
We have & are being poisoned & no one seems to even care 🤦🏼♀️
Our food, our water, our personal care protects, our environment is FULL of cancer causing toxins & chemicals. We have mandatory 💉 & were blackmailed & forced to take part in a mass 💉trial.
I know so many young people that have been diagnosed with cancer over the past few years.
It’s so bad now that all Aussies have been urged to check symptoms.
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@PBDsPodcast At least trumps networth has skyrocketed this term
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Trump Has Some Tough Decisions to Make
"You were elected to be the President. With all the information you have right now, what do you think is the right thing to do?"
"Not what the right thing is to do politically to win midterms, not what the right thing to do is financially that's going to benefit your pockets. What is the right thing for you to do long-term as a President?"
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@Micro2Macr0 @TJTheWheelDeal Man dont you get tired of being so overtly sycophantic ? You cheerlead literally everything he does. Would you support all of the same policies/actions if a dem was president?
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@TJTheWheelDeal We knew about the attack. Trump is just trying to let his base know they aren't controlling him.
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Is it time to take Israel to the woodshed and give them a spanking?
As a Christian, we have a Biblical mandate to support Israel, but they do make it pretty dang hard to do so at times.
We are living in very interesting times. I harken back to when I was a kid at church and the elders would say the end is near. I would just look at them like they were nuts.
Now, I’m starting to think they might have been onto something.
What a shit show we have on our hands. It’s sad and laughable all at the same time.
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@aleabitoreddit Its really unfortunate that algos copy you now
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The Photonics Supercycle is here.
$NVDA is spearheading the next leap into CPO & Silicon Photonics.
And we’re only near the inflection point with chokepoints in the supply chains like Soitec ( $SOI ) or Sivers ( $SIVE ).
“NVIDIA’s update on the Spectrum-X switch with co-packaged optics is an important moment, confirming that silicon photonics is central to next-generation AI infrastructure.”
Despite a long-standing reliance on copper-based interconnects for scale-up systems, the company is now placing photonics at the core of its future platforms, including Vera Rubin Ultra.
This transition is expected to support increasingly complex configurations, such as NVL576 and future architectures like Kyber NVL1152.”
“Nvidia is already in production with Spectrum-X Photonics, which is co-packaged optics (CPO) Ethernet switch.
The company also announced the Quantum-X Photonics InfiniBand switch, which delivers up to 800 Tb per second of scale-out throughput using its proprietary scale-out interconnect”
Although copper is important, it can no longer alone can no longer handle AI-scale demands.
NVLink8 CPO is probably the biggest signal with $NVDA also bringing silicon photonics into its scale-up NVLink interconnect, not just scale-out networking.
CPO for scale-out is shipping now/2026, CPO for NVLink scale-up arrives soon.
The paradigm has shifted, and the bottleneck of AI infrastructure is now officially being solved by light.
It’s only a matter of time before markets find these chokepoints in the supply chains.
Then price them in.
Serenity@aleabitoreddit
The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet: $SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers) $TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry $NOK, $CIEN, $CSCO, $COHR - DCO $HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays $POET - Optical Interposers $SOI, $AXTI, Shin-Etsu - Substrates $FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly $MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs $LWLG - Speculative Modulator Materials. $GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers $FORM, $KEYS, $VIAV, $AEHR- Test & Measurement $BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding Many are private companies from Lightmatter, Ayar, Ranovus and others. Now... Everyone is asking... How do you profit? If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment. The alpha is capturing the rotation: From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO. Highest upside potential are the ones that aren't included in current cycles. But that are in the next. Companies like $SOI, $SIVE, or $AEHR are perfect examples. Ride the current pluggable bottleneck like $AAOI. But the alpha is frontrunning institutions with the next CPO bottleneck. The capital rotation is inevitable.
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@LukaszKonczak @TomEllsworth Because his show is propaganda. I could name tons of principles they claimed to have during biden that are suddenly gone
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@TomEllsworth Tom I always thought of You as a wise man . I can’t comprehend how You accept Trump’s propaganda and agree with all that’s happening. Be brave and speak up ,we’re only here for a “minute “. God will judge.
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Trump just signed $57 billion in energy deals across Asia-Pacific while everyone watched Iran.
22 deals from Australia to Japan.
The play: Sell energy to friends so they don't buy from enemies.
Iran and Hormuz? Need to fix that ASAP but to setup selling to Asia is smart.
Future energy dominance is offense and defense. Thats good, but go finish the war ASAP.
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@iontecs_pemf @barneyxbt Why would there not be planes. Having planes was one of the most significant points in turning the people to war. Seeing planes crashing, the towers going down, graphic images like these can change a person within seconds. Whether or not the towers had something inside.
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@ChadNotChud Do you think he would react differently to destiny, Hasan, tyt, CNN, etc audience tho? Not disagreeing just asking
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watching Nick Fuentes slowly realize that fascism is an ideology that can only ever primarily attract morons is so fucking funny man
Fuentes Updates@FuentesUpdates
Nick Fuentes is DONE with the goyim superchatters "Can goyim be sent to d!e?"
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@JayStax413 @RealAlexJones At least he drained the swamp and him and his sons havnt profited more in their buisnesses than all other presidents combined.
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@RealAlexJones All of this is making me question my vote.
I voted for No New Wars.
I voted for the Ukraine/Russia war to be ended.
I voted for less inflation.
Now Israel/US blow up Iran, make a mess of the area, and are inviting other countries to fend for their own oil?
WT ACTUAL FUCK?!?!
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BREAKING: President Donald Trump has announced that the United States, together with its allies, will reopen the Strait of Hormuz by using military force to ensure safe navigation.
He calls on countries to deploy warships to the Strait of Hormuz alongside the United States, while America will continue large-scale bombardments along the coastline and the destruction of Iranian military targets.
A Marine Corps expeditionary force is on its way as well as the 82nd Airborne Division as President Trump‘s war quickly escalates into a new world war…
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@elonmusk You gave trump 250 million dollars and worked for free. Convince him.
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China is rapidly reducing dependence on oil
Jesse Peltan@JessePeltan
This is a way, WAY bigger deal than you think.
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@VM68341680 @HannahDCox Is there actual data to support this? I see a general uptick since 2011 from 3-100,000 to 3.9-100,000 . But thats from 2011. It could also be that you are just noticing it now because you have a belief that vaccines are causing it so youre mentally clocking it vs before
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@HannahDCox And I’ve noticed in the news lately lots of deaths of younger people like in their 30’s and 40’s. Many like this. Headline just says “died” with no other explanation.
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I have a genuine question.
Why does nobody just say the cause of death anymore? Particularly when it’s a young person who dies unexpectedly?
This used to just happen when it was due to su*cide (and even that was odd to me but I attributed it to the shame loved ones feel when that happens). Now it’s like the norm and it just makes people assume it’s su*cide when it’s not…
If you’re announcing the death online it’s to inform people who know the person enough to need awareness/closure but not well enough to come to a funeral, so why not just answer the biggest question?
Dexerto@Dexerto
Fitness YouTuber Jeff Nippard has announced that his fiancée Dr. Stephanie Buttermore has died at the age of 36
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On a scale of 1-10, how would you rate my portfolio?
Honest feedback is appreciated. That's how you grow 👍
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@aleabitoreddit @RKLBMan If they hit estimates, their peg is insanely low
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If $AAOI ran up 100% and stated they're doing $378M/month revenue next year off likely $META, $MSFT, and $AMZN buying any supply they can make.
And they're valued at $7B now.
I wouldn't look at the chart alone, would look at revenue projections, gross margins, position in supply chains, and forecasts.
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Photonics is the next major bottleneck.
$NVDA has signaled each one ahead of time from:
HBM (with Samsung/Sk Hynix) to CoWoS and now with the $LITE and $COHR investment:
Laser Fab, CPO, and InP.
For the most asymmetrical longs in each bottleneck:
1. InP Substrates: $AXTI, Sumitomo, JX
2. InP Upstream Feedstock + Processing: $AXTI
3. Lasers: $AAOI (internal), $AVGO, $COHR, $LITE
4. CPO: $TSEM, Soitec.
The laser bottleneck was confirmed from the $AAOI earnings call when three different hyperscaler wanted to buy out any optical transceiver they can produce.
The InP substrate bottleneck was confirmed with the backlog from $AXTI. (Image source of players: IndexBox)
And the CPO bottleneck is widely expected to happen later in late 2027-2028.
There's short term volatility from $AVGO comments around "CPO" in specific. But that's different than the laser -> transceiver and InP bottlenecks happening now.
For timeframes:
$AAOI, $LITE, $COHR and the laser transceiver bottleneck is happening real time (and is expected to get worse like memory into 2028).
$AXTI, Sumitomo and the InP substrate bottleneck is happening real time (and is expected to get worse as long as AI uses photonics for the many years to come).
And the larger architectural shift to CPO led by $NVDA will likely happen in 2028.
These feel inevitable for the next paradigm shift in AI.
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@TigoJay @aleabitoreddit If they git guidance, it will be super super cheap. Peg of like 0.04
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Markets are excited about breaking news from the two leading photonics companies.
As they are now included in the S&P 500:
$COHR is up massive .047% on the news.
This follows a 7.12% drop today.
$LITE is up 1.27% on the news.
This follows a 14.19% drop today.
This is truly a parabolic after-hours rally.
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@aleabitoreddit @DanRunner42 If aaoi hits their guidance, their peg is crazyyyyy low
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They're really well priced right now, and I expect companies like $LITE to probably end up $1000+ next year.
Each of them just got $2B each in new funding from $NVDA at way higher share values and now have billions in S&P index passive inflows.
So this is structurally a large tailwind for the photonics sector, minus AH MM pinning/shenanigans today.
If you look at Google TPU BOM $LITE is ~8-12% of it and Google's expanding capex enormously this year alone (eg. ~$180B).
Pretty sure both of them have 2028 mid ~20s or low 30s fwd p/e, which makes sense given their growth ( $COHR does everything, $LITE OCS monopoly).
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