Trading Yatra

@theaustinlyons @WSJ Not so obscure anymore

Ayar Labs raises $500M per @WSJ. Silicon photonics called “obscure” in the article 😊 One investor quoted mentions possibility of IPO soon Pat Gelsinger quoted as well

@theaustinlyons @semidoped We need to find the next 10X

@yatra @semidoped Talked for an hour, can only cover a few companies in that time. Many more exist. Will add to the backlog.

This week we bring Fintwit’s favorite game to the podcast. “Would you buy this optical company?” The game goes like this. First explain: - What the company does - How it relates to the optics industry - What is their strength/moat - What is the risk/downside Then ask: Would you buy it? Why/Why not? Not financial advice. Just a silly, fun game. Educational. Better be serious when investing money. Pod bros don’t cut it. DYDD. Chapters (00:01) - Intro (06:59) - AXT $AXTI (13:38) - Tower Semiconductor $TSEM (23:58) - GlobalFoundries $GFS (32:43) - Lumentum $LITE (39:38) - Coherent $COHR (47:09) - Fabrinet $FN (54:07) - Corning $GLW @vikramskr @theaustinlyons

@Akjha2023 @gdb @OpenAI Yes you can train your own voice model on @elevenlabs and then use it automatically in pipeline. Sounds more authentic.

@yatra @gdb @OpenAI End to End pipeline without any human intervention

Built a full Stochastic Calculus Chapter 1 animation with Codex + Manim in about < 1 hour. Sharing final version comment on the scripting, voiceover sync, and final render workflow. AI coding agents are now real production ready . @gdb @OpenAI #AI #QuantFinance #codex

Riding on such euphoria openai could ipo next year (rumours of break-up with microsoft) That ipo will be the netscape moment of 1995

More on the bubble build-up Openai acquired moltbot / openclaw your personal assistant to clean inbox, tweets, notes etc. The fanciest use that 99% population can think won't need more than 1B model on device or the browser. No trillion dollar datacenter required $openai 📈📉

@BeatTheInsider Great work ❤️ keep it coming !

Insider tweets sent out are accurate from today, just a little late. Code had issues running last few days and just getting the chance to fix now. Thanks for your patience, fixing the company descriptions soon too.

@GripFangWolf @TradeWithGroww_ @iarjuntandon Yasss 🔥🤘🏼

Back on @TradeWithGroww_ with @iarjuntandon where I talk about my journey since the very first time I came on a podcast. Hope it makes for a decent weekend watch :)

@DTrades98 What's a blue diamond?

$FJET Catching a bid here. Has 1 blue diamond

@SpaceInvestor_ What's the story with $FJET ?

Week Ended 02/6/26 Performance Outperform: • BlackSky +4% $BKSY Underperform: • York -25% $YSS • Starfighters -30% $FJET $SPCE $ASTS $MNTS $RKLB $RDW $SPIR $PL $SIDU $LUNR $SATL $KRMN $VOYG $FLY

@stockgutter Are your shorts still open ? How many more shares will be exercisable on June 6?

After opening up, $FJET is now down over 15%. Still could spike before lockup expires Jun 16, but long-term its path is towards zero.

@GenZInvest1ng @StarfightersInc @davewhitneySF @RickSvetkoff Bring it on 🔥 I bought yesterday $FJET 🚀

Added some more $FJET today. Now hold 230 shares🚀. The bull thesis is simple: Jets are more efficient at delivering smaller payloads to space than rockets- even reusable ones. $FJET has the only fleet of Mach 2 Jets in the world not owned by a government. @StarfightersInc

@hackertrader Do you close all your trades on the same day or carry overnight?

Rekt pn the dip buys but when I was sleeping algo shorted this $ALGM so lost just $400

@stamatoudism Bring it on champion 🏆

One of the most useful things in trading is understanding rotations at a much deeper level, specifically at the sub-industry and sub-theme level. As a theme matures and expands, it creates more and more sub domains that should be reviewed individually. AI Data Centers started as a sub-domain of the broader AI Infrastructure theme. As the theme progressed, AI Data Centers expanded into: -AI Data Center – Computing/Power ( $IREN, $CIFR, $APLD, $HUT, etc.) -AI Data Center – Optical/Networking ( $LITE, $CIEN, $AAOI, etc.) -AI Data Center – Memory & Storage ( $MU, $SNDK, $STX, $WDC, etc.) …and so on Without sub-theme data, these rotations aren’t visible. Memory & Storage and Optical have been outperforming Computing for some time now. However, staying on top of sub-theme levels , especially as they are constantly being created and expanded, requires a huge amount of manual work, research, and formatting. For months, I’ve been trying to fully automate this mechanic, while also making it forward-looking. It feels like I’m getting close, but more brainstorming is still needed. I haven’t seen this mechanic, or this level of detail, implemented in a way that is both real time and actually useful, mainly due to its complexity. We are close to finalizing the intelligence part of the system we’re building, themes being a part of it. This is one of the reasons I’ve been inconsistent with posting. Once it’s done, I’ll be much more in touch with all of you, using data from our intelligence as well for posting. By the way, I’ve created a Substack, which I plan to maintain for free, where I’ll post longer form content about trading, mechanics, useful data, and more...Maybe details about our project development as well @stamatoudis" target="_blank" rel="nofollow noopener">substack.com/@stamatoudis Feel free to subscribe.

@NuttyCLD How can we use AI in analog IC design ? Are you seeing something happening around you ?

Hi, this is Nutty. I’m currently working as an analog circuit design engineer in Silicon Valley, USA. Thanks to all of you, it’s been just 10 days since I started posting on X, and we already passed 5,000 subscribers! Honestly… it still feels a bit unreal. I’ve never really run a blog or written on platforms like Medium before, so I truly didn’t expect this level of interest. That makes me even more grateful. 🙇 To celebrate, I’d love to do a Q&A. If you have any questions for me, feel free to leave them in the comments! I’ll do my best to answer as many as I can, within reason. Going forward, I’ll keep sharing semiconductor topics and industry insights—even the more technical stuff—in a way that’s as clear and approachable as possible. Thank you again, sincerely. Looking forward to continuing this journey with you all 😊

@BourbonCap Watch $CRM for a sharp turnaround

What is an undervalued stock right now?

@NumbersByShyam Let's minimise the other 19 numbers from 1 to 19 since they must be different. Their sum = 1 + 2 + ... + 19 = 190 So the maximum number can be 400 - 190 = 210

If the average (the mean) of 20 different positive whole numbers is 20, find the largest possible value that any one of the numbers can have. Refer "Creative Puzzles to Ignite your mind" published by Springer and featured in The Guardian (UK) in 2023. amazon.com/Creative-Puzzl…

@SteveDJacobs Maybe we also need to factor in that high beta weak stocks also go up a lot from weakness/ pullback and not just Minervini strength or quallamaggie extremely high strength. When the market turns up from a bottom or even during consolidation all the beaten down growth stocks up

Algorithmic Swing Trading 📈 Been working on have coding and backtesting (in Python) an automatic trading algorithm using the last 5-year of data, To date, it has been applied to four datasets using long-only signals: 1) $1B+ stocks (~2500 stocks) 2) S&P500 only (503 tickers) 3) Nasdaq-100 only (101 tickers) 4) S&P500 + Nasdaq-100 constituents (516 tickers) Next step is to implement "gating logic" based on the stocks respective industry (i.e. SPDR ETF's box signals) and index ( $QQQ and/or $SPY), then move on to the short side. Plan is to probably go-live on $QQQE and $RSP constituents (516 tickers) at the start of 2026 and see how it performs. More work to do but it is a start ...