Sederomil

@ren_stocks (energy storage doesn't need cobalt, all stationnary battery cells are using LFP, which is a cobalt-free chemistry)

Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics.. $SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep. Since I’ve seen it circulating on here, I’ll just post it myself. The hard part isn’t knowing the full stack – it’s making sense of it. Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout? Bullish AF on AI infrastructure. Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article. Here is the link: open.substack.com/pub/rensub/p/t… Let’s go find the next 1000% stock ⚡️⚡️

@smartmonkeyfx L'IPO est de 75 Md$, soit 0.11% de la market cap du S&P500.

Si vous vous demandez pourquoi les actifs à risque sont en train de baisser, n’oubliez pas que vendredi est le jour de l’IPO de SpaceX : la plus grande IPO de l’histoire des marchés financiers ; 1750 milliards de dollars. Une telle IPO demande de la liquidité et engendre du FOMO et de l’euphorie. Le marché baisse car il a besoin de liquidité. Ma cible est 28 600 sur $NQ, je m’attends à une reprise haussière en fin de semaine.

@Divs_King Non rien à voir, les ordres de grandeurs sont très différents.

Hier, S&P Global indiquait qu’elle ne changerait pas ses règles pour permettre à SpaceX d’intégrer ses indices plus rapidement, Aujourd’hui, le marché corrige de manière assez violente, sans raison apparente. Si j’étais taquin, j’en viendrais à supposer que les investisseurs vendent massivement aujourd’hui dans le but de récupérer de la liquidité pour investir sur l’IPO de SpaceX, prévue le 12 juin. (Simple hypothèse, qui ne s’appuie sur rien d’autre qu’une appréciation personnelle) Curieux d’avoir votre avis là dessus 👀

@napoleon21st Maybe the news that META will issue new share, market expect the same from Amazon ?

Wtf happened to $AMZN there???

@Ren_aramb I've sold at 13$ and will buy back around 11ish$, Q2 earnings are still far

$TRT keeps delivering, now over $5M in this Q alone. This is not stopping anytime soon. Trio-Tech just announced an additional $2.6 million in new orders for high-performance burn-in boards supporting a next-generation AI GPU platform. North American and European customers. But here is the number that matters. This quarter alone TRT has now received over $5 million in new burn-in board orders. On top of the $5.3 million announced in March. That is over $10 million in GPU and CPU burn-in board orders in a single fiscal year from this segment alone. Revenue last quarter was up 124% YoY. Semiconductor back-end solutions up 141% YoY. And the order momentum is accelerating, not plateauing. The CEO said it directly: "The current order activity reflects growing demand for our burn-in and reliability solutions for advanced CPU and GPU computing requirements." Why context matters: Every AI GPU and CPU that ships has to pass burn-in testing before it leaves the factory. No exceptions. You cannot skip this step. As NVIDIA scales Blackwell and Rubin Ultra into production at volumes the industry has never seen, every single chip needs to go through a burn-in board. TRT makes those boards. In Southeast Asia. Right where the manufacturing is happening. The Malaysia expansion is the tell. They just signed a lease for an additional 104,000 square feet in Perai, Penang. That is not a company responding to one order. That is a company positioning for a multi-year ramp. The bear case remains the same as before. Gross margins under pressure as they scale. But the thesis is intact and the orders keep coming. TRT meets demand where it’s needed. Bullish $TRT I’m long $TRT Not financial advice.

@Axoszs @Ren_aramb Im not expert, but with high fixed costs of a factory: Qualification phase -> low volume -> low margin Production phase : high volume -> higher margin

@Ren_aramb My only issue is the low margins. $AEHR is a better business the valuation is just much higher. I just don't see a clear path to higher margins on $TRT

@DigitalEU @EU_Eurostat When do you release the EU Chip Act 2.0 ?

How digital are European businesses? From adopting AI & cloud technologies to communicating on social media & selling online, digitalisation is an ongoing process that continues to reshape how EU companies operate. Explore this report via @EU_Eurostat ↓ link.europa.eu/mCxtj6

@ManuP @Sardoche_Lol La police arrive sur place : Un mec au sol dit "j'ai été poignardé", un autre dit 'j'ai été victime d'injure raciste". La police s'inquiète de l'état de santé du 2ème. Ca résulte d'un sacré lavage de cerveau. La police locale avait reçue des formations de "Identity Politics".

@Sardoche_Lol C'est ignoble, mais je vois pas bien ce qui permet de dire qu'il s'agit là de "l’intégralité de la maladie qui dévore notre société".

« I’ve been stabbed » « I can’t breath » Henry Nowak s’était fait poignardé 5 fois par Vickrum Digwa, qui avait menti à la police en feintant avoir été victime d’injure raciale. Sa mère avait caché sa lame de 21cm Il mourra la nuit même de ses blessures. La police ne voyant pas les blessures s’est empressé de le menotter lui et c’est ce que vous pouvez voir ici en vidéo. Ceci résume l’intégralité de la maladie qui dévore notre société.

@cryptoDNico @Frenchie_ C'est pas un vraiment un privilège, c'est juste que les US dorment à cette heure. J'ai pu acheté dès 8h avec Fortuneo un peu avant l'ouverture.

@sederomil @Frenchie_ Comment ça se fait ?

Voici le fameux dump

@Frenchie_ @Ren_aramb Pas besoin des US en fait, 99 SEK atteint en matinée. (j'ai presque tout vendu)

@sederomil Ouai c'est insane, @Ren_aramb en a fait une strat

@LysandreBL Les Gafam investissement 800Md$ par an dans une industrie qui n'existait pas il y a 4 ans -> Once in a lifetime opportunity

Le marché est tellement débile Il y a des boîtes qui pump de fou, alors que les bilans sont catastrophiques, des dettes explosives et des RN négatifs Comment c’est possible que ça puisse continuer ainsi, ça n’est absolument pas sain

@MoodyWriter13 I managed to buy 8000 shares at 6.2€ this morning at 8:00am, i was very surprised.

Do some market participants have an unfair advantage? Definitely. But it’s available to a lot more people than most think. Sivers was a perfect example this morning. After the GlobalFoundries news, you could buy Sivers in Germany (€) from 7:30 a.m. without any rush. Then, when the Swedish market opened at 9:00 a.m., the stock immediately gapped up 20%. I’m not exactly sure why, but it’s pretty astonishing. The news reads well, and it was foreseeable that the stock would rise. But what kind of news is it? It’s not a supply contract, not a binding agreement, no delivery timeline, and no committed volume.

🚀FRESH NEWS: Sivers Semiconductors $SIVE has partnered with Global Foundries to produce advanced silicon photonics solutions for AI infrastructure. --- Sivers & GlobalFoundries Advance AI Data Center Optical Solutions Sivers' laser arrays to support GlobalFoundries' silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030 Kista, Sweden - June 2, 2026 - Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market. Sivers Semiconductors' laser arrays will be integrated into reference designs built on GF's silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers' laser arrays will also be available in GF's Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF's SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability. "The rapid expansion of AI workloads and hyperscale data center architectures demand advanced photonics technologies that deliver higher bandwidth, improved energy efficiency, and scalable optical connectivity," said Raymond Biagan, CRO at Sivers Semiconductors. "Our collaboration with GlobalFoundries positions both companies at the leading edge of silicon photonics innovation." "GlobalFoundries continues to see strong momentum for silicon photonics solutions as AI data center architectures evolve toward higher bandwidth density and improved power efficiency," said Vikas Gupta, Senior Fellow, Silicon Photonics Product Line at GlobalFoundries. "Pairing Sivers Semiconductors' laser array technology with our silicon photonics and SCALE CPO platforms provides our customers with advanced, scalable optical engine solutions for high-bandwidth co-packaged optics and optical interconnects."

@aleabitoreddit FOCI is only going down :/

I had higher expectations for Shunsin tbh. It’s been close to a month and a half and it’s only up 39.96%. Maybe I’m not as good with Taiwanese optical stocks.

@NASAAdmin @NASAKennedy @blueorigin @JeffBezos @davill 🇺🇸🇺🇸🇺🇸

We go where we need to be, and today that was @NASAKennedy. Some of my senior engineers and I spent time at @blueorigin with @JeffBezos and @davill, speaking with the workforce and seeing the damage at LC-36 firsthand. I appreciated the opportunity to hear directly from those working through the aftermath and better understand the challenges ahead. There is a lot of work to do, but this is exactly why people choose careers in aerospace, whether at NASA, Blue Origin, or across the industry. The talent in this field thrives under pressure and performs at its best when solving the toughest problems. We have been saying for months at NASA that we are not going to sit on our hands and wait for the capabilities necessary to achieve the nation’s most pressing objectives. We are going to take an active role alongside our partners, just as we did in the 1960s, to overcome setbacks, remove obstacles, and deliver the intended outcomes. @NASA is committed to helping the Blue team recover, continue to advance their lunar lander and get New Glenn back to launching as soon as safely possible. America’s greatest achievements in space were never the result of avoiding setbacks. They came from overcoming them. We have done it before, and we will do it again🇺🇸