TheGoldenAss

my exact entry point in $mstr $coin and & $bsol #btc

@based16z what's most fucked up is that these two girls were the ones who spoke the most sense

$CMPS I'll just leave it here

i m getting good at this $rmbs

This 100m Polish sensor stock owns defense's next multi billion $ bottleneck - $VGO.WA primer - The 2026 strikes in Jordan and Qatar changed the face of warfare overnight. They proved that active radar installations (which "shout" their coordinates into the atmosphere) are now just high-priced targets for precision missiles. This has forced a mandatory global pivot toward passive sensing. The military is moving away from radar and toward sensors that can see without being seen. The Tech: Digital Retinas (EO/IR) In simple terms, these systems use two types of eyes: Electro-Optical (EO): High-definition digital cameras for daylight precision. Infrared (IR): Heat-vision that tracks the thermal signature of a drone or missile engine in total darkness. Because these sensors don't emit a signal, they are invisible to the enemy. But here is the problem; the retina chips required for these sensors are incredibly difficult to make. The 6-Company Bottleneck The global supply of these chips is controlled by just six companies. Five are multi-billion dollar defense giants. The sixth is a $130 million micro-cap hiding on the Warsaw exchange - Vigo Photonics ($VGO.WA). 1. The European Policy Reality Vigo is the only EU-sovereign, vertically integrated manufacturer of these sensors. European NATO members are currently in a race to achieve strategic autonomy; meaning they are legally and politically pressured to stop relying on US (ITAR-controlled) or Israeli suppliers. For a European government building a new tank or drone, buying from Vigo isn't just a preference; it is the only way to ensure they aren't vulnerable to US export restrictions. This creates a structural moat that would take a competitor a decade of R&D to cross. 2. The US Golden Ticket (NASA & The DoD) This is where things get really interesting 🫦 and congrats if you're still paying attention. The US Backdoor: In March 2026, Vigo acquired InfraRed Associates (IRA) for $8.4M. This wasn't just a factory purchase; it gave them a 50-year legacy of relationships with DARPA, the US Navy, and major primes like Northrop Grumman. NASA Trusted: InfraRed sensors are currently on the Mars Curiosity Rover and the Artemis II moon mission. The Valuation Gap To understand why this is a massive opportunity, look at the comparable companies. Teledyne FLIR: The industry standard for thermal imaging was acquired for $8 billion. Leonardo DRS: A major sensor integrator with a $5 billion market cap. Vigo Photonics sits at the very start of the supply chain; the pick and shovel of the sensor world. Yet it is valued at a fraction of its peers. The Bottom Line Vigo’s backlog is growing at 63% year-over-year. They are already being integrated into the core of the Polish military's decade-long pipeline (Borsuk IFVs, K2PL tanks). The market is pricing a niche hardware shop; the reality is a vital, sovereign pillar of NATO’s new sensor-driven defense strategy.

@Sean14978416 @Sean14978416 @Sean14978416 do you publish anywhere else? discord / telegram / reddit? the research you share is genuinely elite stuff, would love to follow wherever you're active

Cleveland comments on memory: $MU $SNDK

@Sean14978416 dude ur awesome

@PeterMax80 @Sean14978416 tier 1 institutional research

@Sean14978416 Who the F is Cleveland lol

The SpaceX IPO will ignite a trillion-dollar space race. 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB Rocket Lab $SIDU Sidus Space $FLY Firefly Aerospace $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems $SPCE Virgin Galactic $FJET Starfighters Space 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $ASTS AST SpaceMobile $GSAT Globalstar $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat 𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴 $PL Planet Labs $GSAT Globalstar $SATL Satellogic $BKSY BlackSky Technology $SPIR Spire Global 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales 𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics $TDG TransDigm

@TechCharts hi @TechCharts can i ask Your opinion about $grab ?

$USO resistance for now.

@MoodyWriter13 duude...

😂 I don’t know what to say about that

The White House said NASA will work with the DoD & DoE to deploy nuclear reactors in orbit by 2028 while also targeting nuclear power systems on the Moon by 2030. Bullish for nuclear plays: • $CCJ uranium supply • $LEU uranium enrichment • $UUUU fuel cycle exposure • $SMR small modular reactors • $OKLO advanced micro-nuclear • $BWXT nuclear defense infrastructure

Update: Leopold is that guy The Aschenbrunner Hedge Fund Tracker launched on Autopilot March 5th It just crossed $2,000,000 in AUM Up +41.89% since launch Leopold's Trading Thesis: In the AI era, owning the power and hardware to run models is more valuable than owning the AI code itself Here's what it holds: Bloom Energy $BE — 30.9% *Power infrastructure for AI data centers Core Scientific $CORZ — 12.8% *Bitcoin miner pivoting to AI compute hosting Sandisk $SNDK — 10.2% *Flash storage hardware for AI infrastructure IREN Limited $IREN — 9.8% *AI data center operator on renewable energy Applied Digital $APLD — 7.9% *Purpose-built AI cloud infrastructure

BREAKING: The IEA announces that Europe has just 6 weeks worth of jet fuel remaining as the Iran War shortage worsens. The IEA also says that many flights may soon be cancelled as a result. Jet fuel prices in Europe soared over +100% amid the war.

The US AI boom has a hardware problem: US imports of major electrical equipment rose +4.7% YoY in 2025, to $411 billion. This equipment, including transformers, switchgear, and batteries, is needed to power the data centers that run AI systems. Since 2020, imports have risen +$180.8 billion, or +78%. The surge has been driven by AI companies racing to build data centers as domestic manufacturing cannot keep up with demand. As a result, ~50% of all US data centers planned for 2026 are expected to be delayed or canceled because this equipment is in shortage. We need more hardware.

@varrock @pipedreams24 So we even cuz US basically wants to loot and control the entire world.

Basically the entire third world wants to loot the USA and send money back home by working illegally, taking as much welfare as possible, doing fraud, and not paying taxes and the democrats are helping them do it

It’s been ~4 months since 26 Trades for 2026 and AI Materials has taken back the lead from Offshore Drilling. Across the baskets, the top performing names are almost all in the AI Materials or “PTSD” framework. On average, they’re back to YTD highs and 2/3rds are beating SPX.

7 of the top 10 companies by market cap depend almost entirely on TSMC's ability to produce chips. Trillions in revenue. Concentrated in one specific cluster of fabs within a square mile in Taiwan. That's not a supply chain, that's a single point of failure.

Opened $wheat long

@Globalflows We will crash, they r giving us signals

I was promised a market crash from the news last night and this is all we get?

Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4 SEK) $ENAFF: +31.58% ($1.71 -> $2.25) $AL2SI: +25.44% (28.70 EUR -> 36 EUR) $ENVX: +21.30% ($5.07 -> $6.15) $BZAI: +18.99% ($1.79 -> $2.13) $POET: +16.04% ($6.11 -> $7.09) $WATT: +14.81% ($15.8 -> $18.14) $HGRAF: +14.48% ($4.49 -> $5.14) $VLN: +13.79% ($1.16 -> $1.32) $LPK.DE: +13.20% (6.59 EUR -> 7.46 EUR) $FLY: +13.09% ($33.16 -> $37.50) $VPG: +11.63% ($44.7 -> $49.90) $PLAB: +9.86% ($40.87 -> $44.90) $TRT: +8.33% ($5.88 -> $6.37) $EQR.AX: +7.94% (.315 AUD -> .34 AUD) $LASR: +7.92% ($60.7 -> $65.51) $ASPI: +6.67% ($4.2 -> $4.48) $P4O.DE: +5.69% (6.85 EUR -> 7.24 EUR) $EOS.AX: +3.11% ($9.00-> $9.28) $ADUR: -0.29% ($10.37 -> $10.34) $MITK: -2.52% ($13.9 -> $13.55) $ALCJ: -3.41% (2.05 EUR -> 1.98 EUR) $TMC: -5.01% ($4.59 -> $4.36) $QURE: -9.94% ($17.21 -> $15.50) $EONR: -20.00% ($.9 -> $.72) Top 3: 1. $AEHR: +56.72% 2. $AAOI: +39.63% 3. $SIVE: +35.35% Honorable mention $ENAFF with a 31.58% return. Weighted average was 12.39%. Honestly not bad everyone, you beat year index returns in just 1 week.