Bull

$SIVE has gotta be the highest upside stock I’ve seen in this market since $AXTI? No way markets missed the CW laser light source for Jabil, Marvell (Celestial via $POET), O-Net, Ayar ( $NVDA, Mediatek backed)… At a $140M valuation. ($350m now) Not only do you get the most direct laser exposure to future CPO scale up? But also this cycle’s 1.6T pluggables with $JBL (formerly Intel Silicon Photonics division) coming soon. With Win Semi bridge capacity scaling needed for hyperscaler supply chains. Don’t think 99.9% of people realized the sheer scale of this yet.

This is a great example of what I meant When Gold drops, so does Bitcoin. No rotation. People in the comments don't like it, but that is what the markets tell us.

Hallå i etern

In France, we believe in science. That is why, on May 5, I issued a clear and open call to the world: for science, choose France. I am very proud to see that this call has resonated so strongly. Around forty leading researchers have chosen France. Through “France 2030”, we have invested more than €30 million to advance health, climate action, artificial intelligence, and fundamental sciences. Science has found its home.

You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly..... You people have no idea whatsoever what we’re facing. “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth, with no electrification, we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. This is without any new electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”