Jake WnjeatykPrecise Market Analysis

@Jake__Wujastyk I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16064074830 Here’s the link : api.whatsapp.com/send?phone=160… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@Jake__Wujastyk My Transactions ⬇️

$ASTS #ASTS Testing the April 2025 pivot VWAP zone today. This has been a bounce spot in the past.

@Jake__Wujastyk I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +16064074830 Here’s the link : api.whatsapp.com/send?phone=160… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@Jake__Wujastyk My Transactions ⬇️

$NKE #NKE If this thing doesn't get itself together soon, there is a gap from 2014 below to watch out for at $40.34.

@aleabitoreddit ····I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅···· ➡️Copy search input Reply “777” to WhatsApp: +15393101163 Here’s the link : api.whatsapp.com/send?phone=153…

Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does this mean? Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp. Names like Msscorps / $KEYS should go brrr. Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production. For $VIAV: -> $406.8M vs. $393M (beat) 42.8% Y/Y growth. -> $.27 EPS vs $0.2-$0.24 Guidance was $427m-$437m, indicating acceleration. For $FORM: -> $226M, 32% Y/Y, $.56 EPS vs. $.45 -> margins increased a TON to 49% (which indicates pricing power). -> Guidance was $.61 EPS, midpoint ~$240m revenue. "Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications" Basically the smaller yields/test ecosystem in general. BRRR.

@aleabitoreddit ····I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅···· ➡️Copy search input Reply “777” to WhatsApp: +15393101163 Here’s the link : api.whatsapp.com/send?phone=153…

Just an FYI: I don't need to post something every day about the names I own. However, I did miss this with Shunsin (6451): Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator. This is highly positive for Shunsin (Foxconn's optical packing arm). So ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news. Markets just haven't realized this connection yet (and it's on disposition, so frozen for most). The article explicitly notes that Foxconn is integrating these systems "including ... networking." Bc Foxconn is the exclusive assembler, they'll vertically integrate and likely use ShunSin's optical packaging solutions into the design, bypassing ShunSin's need for networking contract directly from Nvidia. This is what I meant by Shunsin is literally a free piggy back ride to $NVDA CPO ecosystem. Foxconn is massive. And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.

@aleabitoreddit ····I share my real-time 777 alert (entry & exit points) on WhatsApp, free to join ✅···· ➡️Copy search input Reply “777” to WhatsApp: +15393101163 Here’s the link : api.whatsapp.com/send?phone=153…

I've monitored the situation for you. TLDR on hyperscaler capex spend (signal aside from $TSM). From $MSFT, $AMZN, $META earnings: Upstream semi supply chains go brrr. $META: 2026 FY capex $115-$135B Revised Q1 ER: $125B-$145B capex raised. -> Higher component prices (price hikes) -> Aggressive AI infra spending -> Custom Model Training $MSFT: was actually $31.9B vs ($35.29B) but due to supply chain bottlenecks, rather than lack of resources. Still waiting for confirmation around $AMZN but their original capex projection was ~$200B from Jassy's note earlier this year. So you can sleep easy, all the semi supply chain names still likely to keep going brr next quarter, since there's so much capex funneled into them. Then you get the new fed chair who is gung-ho all in on AI + rate cuts, with Jerome keeping stuff chill in the back (which markets probably like)

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