CryptoOGe

Premarket movers: OpenAI partners such as CoreWeave (CRWV -7%) and Oracle (ORCL -7%) tumble after the WSJ reported that the AI startup recently failed to meet targets for sales and new users, reviving worries about spending ahead of tech earnings. Stocks linked to the buildout of AI infrastructure — from computing providers to the makers of semiconductors and power equipment used in data centers — are also down after the Wall Street Journal report on OpenAI. Magnificent Seven stocks are also mostly lower: Nvidia falls 2% on the OpenAI report (Apple +0.4%, Alphabet -0.1%, Amazon -0.9%, Meta Platforms -0.8%, Microsoft -1.2%, Tesla -1.2%) Celestica (CLS) falls 13% after the maker of electronic components reported first-quarter results that featured smaller upside to expectations than in recent quarters. While it raised its full-year forecast, analysts said the company had been facing high expectations. Dynatrace (DT) gains 4% on a report that Starboard Value LP took a stake and is pushing the company to better capitalize on the shift to artificial intelligence. Erasca (ERAS) slides 40% after the biotech said one patient withdrew from the trial after a severe treatment-related adverse event and later died, according to a filing. General Motors (GM) rises 4% after raising its profit outlook for the year by $500 million, saying its pickups and sport utility vehicles continue to sell even as gasoline prices soar due to the war in Iran. LendingClub (LC) rises 9% after the online lender’s first-quarter revenue and net interest income beat the average analyst estimate. Nucor (NUE) rises 2% after the steelmaker reported first-quarter earnings per share that beat the average analyst estimate as steel shipments were stronger than expected. Rambus (RMBS) plunges 17% after the semiconductor device manufacturer reported first-quarter results that were largely in line with expectations, which analysts said was a disappointment in the wake of recent strength in the stock. Sanmina (SANM) rises 7% after the electronics contract manufacturing services company’s second-quarter results beat expectations and it gave a full-year outlook that is seen as positive. Solaris Energy (SEI) rallies 5% after the firm’s first-quarter Ebitda beat the average analyst estimate. Spotify Technology falls 11% after reporting results that underwhelmed Wall Street, forecasting operating income in the current quarter that missed analysts’ estimates. UPS (UPS) falls 3% after the courier left financial guidance unchanged. Its profit beat expectations in the first quarter.

If you're looking for the next multi-million dollar business idea - look no further. YC and a16z are both recommending these AI business ideas. This is where the smartest investors in the world are currently looking:

$NVDA $AMD $MSFT - SHARES OF OPENAI PARTNERS FALL AFTER REPORT OPENAI FALLS SHORT OF REVENUE AND USER TARGETS 🔸 NVIDIA DOWN 2.8% 🔸 MICROSOFT DOWN 1.2% 🔸 ADVANCED MICRO DEVICES DOWN 6%

Research shows you spend ~47% of your time mentally not living in the present, and it makes you less happy. So time to stop your mind from doing side quests and get back to the moment you’re actually in.

The AI industry spent $400 billion on data centers in 2025 alone, and not one of the major AI companies has figured out how to turn a profit from it yet. A breakdown: Nvidia shipped roughly 10 gigawatts worth of GPUs last year… but Goldman Sachs estimates there are only 7.7 gigawatts of AI data centers actually operational across the entire planet. Of the 21.5 gigawatts of data center capacity announced before 2027, only 6.3 gigawatts is actively under construction, and "under construction" can mean a wide range of things. Nvidia's inventory has quadrupled since 2024, which seems a bit odd for a company that claims it cannot keep up with demand. Then there is the energy problem: 2 fully fitted data centers sit dark near Nvidia's own HQ in Santa Clara, because local utilities cannot supply the power yet. The Iran war has also doubled natural gas prices, which is the largest operating expense for data centers running their own generators. The depreciation problem is the kicker: tech companies are writing off their GPU hardware over 6 years when the chips are realistically obsolete in 3. Which makes profits look better and helps mask the real cost. The only consistent winner is Nvidia, which is the classic gold rush dynamic. Everyone loses money digging, while the guy selling shovels gets rich. The question is how long investors stay patient before the math becomes impossible to ignore. Source: How Money Works YT

AI PHOTONICS INFRASTRUCTURE Here’s the full stack: 1. Materials / Substrates $AXTI $WOLF $IQE $GLW $LPTH 2. Equipment / Fabrication $ASML $AMAT $LRCX $KLAC 3. Lasers / Optical Engines $LITE $COHR $LASR $SMTC $QCLS 4. Foundries / Manufacturing $TSM $GFS $UMC $INTC 5. Modules + Testing $AEHR $VIAV $ONTO $AMKR $FN $AAOI $POET $JBL $LWLG $SIVE 6. Networking / Interconnect $CRDO $MRVL $AVGO $ANET $CIEN $ALAB

The $NVDA CEO quite literally has been telling you what to buy… In 2025 Jenson called: $NBIS at $21 & is now up 680% $APLD at $3 & is now up 1,200% $TSM at $180 & is now up 130% Jensen is now calling for these 3 companies to be next to squeeze in 2026: $NOW at $90 $CRWV at $110 $PLTR at $140 These names are going to make many generational wealth. Don’t miss out…

THE FULL PHOTONICS BOTTLENECK It’s clear that the next phase of AI scaling is no longer compute, but rather optical connectivity. 1. $AAOI builds high-speed transceivers with vertically integrated lnP laser manufacturing and early 1.6T hyperscale demand. 2. $AEHR providing burn-in and reliability testing for AI and optical hardware, with Sonoma gaining traction at hyperscalers. 3. $AVGO delivers core networking and optical connectivity through custom silicone used across hyperscale AI infrastructure. 4. $COHR scaling lnP lasers, and optical engines to support next-gen AI networking demand. 5. $MRVL builds DSP and interconnect silicone that powers, high speed optical infrastructure. 6. $LITE supplies lasers and optical components backed by NVDA, and a growing optical switching backlog. 7. $CRDO enables faster data movement through cables, retimers, and interconnect silicone, expanding into silicone photonics. 8. $CSCO provides switching, routing, and optical networking gear that ties AI clusters together at scale.

THE PHOTONICS ROTATION Almost nobody is watching photonics. As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure. Here are 15 names positioned for it: 1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand. 2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion. 3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity. 4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales. 5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity. 6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand. 7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers. 8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure. 9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules. 10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production. 11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers. 12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient. 13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand. 14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems. 15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster. Most people won’t care until these are already up 100%.

The secret to wealth: Own companies building what the future needs most. Bookmark. • Photonics → $AAOI $POET $AeHR $LITE • Space → $RKLB $ASTS $LUNR $SATL • AI Inference → $AMD $ARM $INTC $RMBS • Power Semis → $VICR $NVTS $MPWR $ON • AI Infra → $NBIS $VRT • Robotics → $TSLA $SYM $OUST • Defense → $ONDS $KTOS $AVEX Buy early. Let time compound it. Follow right people on X

6. 6Monopoly Stocks: 10 Companies Dominating Their Industries 🧵👇 1. ASML 2. TSMC 3. Microsoft 4. Google 5. Visa 6. Moody’s 7. S&P Global 8. Adobe 9. Intuitive Surgical 10. Axon

Copper is dead. AI data centers need light — and photonics companies can’t build fast enough to keep up. $LITE – Makes the lasers inside every optical transceiver. No LITE, no light. $AAOI – Builds transceivers that convert electrical signals to optical. The translator. $MRVL – Designs the silicon brains that control photonic data flow at speed. $GLW – Invented optical fiber. Still makes the glass the internet runs through.

Stocks Trading Below 15x Earnings: Fiserv $FISV 7x Kaspi $KSPI 7x Adobe $ADBE 9x PayPal $PYPL 9x Lululemon $LULU 11x Salesforce $CRM 13x Apollo Global $APO 13x Kroger $KR 13x JPMorgan $JPM 14x Disney $DIS 14x Coca-Cola FEMSA $KOF 14x Intuit $INTU 15x

🚨 SOMETHING TERRIBLE WILL HAPPEN IN 24 HOURS!! The Chinese embassy in Tehran officially called on its citizens today to LEAVE IRAN IMMEDIATELY. The notice came amid reports of stalled negotiations in Islamabad. Chinese diplomats said: THE SITUATION IS EXTREMELY UNSTABLE. Citizens are advised to leave while the airspace is still partially open. Or relocate to safer areas (closer to the borders with Turkey or Azerbaijan). A full LOCKDOWN evacuation of the embassy has not yet been announced. Staff has been reduced to a critical minimum. When China gives signals like this, it usually means their intelligence sees the inevitable. If you hold other assets: - Stocks - Crypto - Bonds - Or even the dollar You MUST read this post before it's too late. Here's what's happening right now: Today was supposed to be decisive in the negotiations. The U.S. is demanding a complete halt to uranium enrichment. And the opening of the Strait of Hormuz under international control. Iran is refusing. A third carrier strike group (George H.W. Bush) has already approached the Iranian coast. There are also reports of deployments of airborne units from the 82nd Airborne Division. Analysts assess the probability of renewed strikes as maximum. Given that the “FRAGILE CEASEFIRE” is expiring, The U.S. may begin a COERCIVE OPERATION at any moment after diplomatic channels close. What to expect tomorrow Tomorrow is Saturday; global markets are closed for the weekend. This creates a classic “weekend risk” scenario. Traders are afraid to go into the weekend with open positions. If a strike happens overnight into Sunday, markets will open on Monday with massive gaps down in indices and up in oil. Forecasts from JPMorgan and Fitch point to a potential spike in oil to $130-150 per barrel in case of a blockade of the strait or strikes on the terminal at Kharg Island. IMAGINE. $150 PER BARREL. The VIX fear index is surging. Investors are fleeing into gold and crypto (although volatility there is also extreme). This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

Waking up 2-3 times a night to piss and thinking it's because you drank water before bed It's not the water Your blood sugar is crashing at 1am, 3am, 5am. Each time it drops, your body dumps cortisol and adrenaline to bring it back up. Adrenaline wakes you up. Cortisol tells your kidneys to produce urine. You think you woke up because your bladder is full. Your bladder filled BECAUSE you woke up The urination is the symptom. The blood sugar crash is the cause This is why you pee barely anything each time. You get up, walk to the bathroom expecting a full bladder from all that water. Trickle. Back to bed. Awake again 2 hours later. Another trickle Because the bladder was never the issue. Your adrenals keep jolting you awake and your kidneys keep producing urine in response to the cortisol surge This is the same mechanism behind the 3am wakeup with the pounding heart. Same mechanism behind night sweats. Same mechanism behind waking up with racing thoughts and a sense of dread for no reason All blood sugar. All cortisol. All preventable What stops it: > Eat before bed. This is the single most important fix. A meal with protein, fat, and starch 1-2 hours before sleep. Sustains liver glycogen through the night so blood sugar doesn't crash. Rice + eggs + glass of milk. Potatoes + butter + meat. Something substantial. Not a handful of almonds > Stop undereating during the day. If total daily calories are too low, liver glycogen depletes by midnight regardless of what you eat before bed. Your body needs enough total fuel to make it through 8 hours without triggering an emergency response > Salt your evening meal. Sodium supports adrenal function. Low sodium at night means your adrenals are working harder to maintain blood pressure while you sleep. More cortisol output. More waking > Magnesium glycinate 400mg before bed. Calms the nervous system. Supports GABA production. Reduces the cortisol reactivity that's waking you up > Honey before bed. 1 tablespoon raw honey. Replenishes liver glycogen specifically. The liver uses glycogen to maintain blood sugar while you sleep. Honey tops it off. Stupid simple. Dramatically effective for a lot of people > Check fasting insulin and fasting glucose together. If insulin is high and glucose is "normal," your body is working overtime to regulate blood sugar during the day. At night when the system relaxes, it loses control. The crashes happen > Avoid alcohol before bed. Alcohol initially drops blood sugar then triggers a rebound spike and crash cycle through the night. The "I always sleep terribly when I drink" phenomenon is blood sugar chaos for 6 hours straight Had a client. 36. Waking up 3-4 times every night for 2 years. Urologist said prostate was fine. Sleep study said no apnea. Prescribed Flomax anyway He was eating his last meal at 6pm. Training at 7pm. Going to bed at 11pm. Five hours without food plus a glycogen-depleting workout right before a fast that lasts until morning His liver was running out of glycogen by midnight. Cortisol alarm going off every 2 hours for the rest of the night We added a real meal at 9pm. Bumped total daily calories by 400. Tablespoon of honey before bed. Magnesium Slept through the night on day 4. First time in 2 years His prostate was never the problem. His bladder was never the problem. He was starving in his sleep and his body kept hitting the fire alarm If you're getting up multiple times a night and peeing small amounts each time, eat more food and eat it closer to bed That's usually the whole fix DM me "REPORT" for the custom health report here's what you get: - full symptom and history mapping specific to you - the most likely biological root causes behind what you're feeling - exact labs to order and how to read the results yourself - a prioritized protocol: what to fix, in what order, built around your body not a generic PDF. not a supplement list. a personalized breakdown of what's actually wrong and how to fix it the report your doctor would give you if he had 4 hours instead of 13 minutes

Photonics rotation could be the next move after Semis Most are overlooking this sector right now Here’s the Top 15: 1. $LITE 2. $COHR 3. $AAOI 4. $SIVE 5. $MRVL 6. $AVGO 7. $ANET 8. $GLW 9. $JBL 10. $AEHR 11. $POET 12. $LWLG 13. $QCLS 14. $LPTH 15. $ALAB

In 2022, Chris Hemsworth took a blood test on camera. It told him his brain was 8 to 10 times more likely to develop Alzheimer's than the average person's. He was 39. What he did next rewrote the next 30 years of his life...

JUST IN: Largest Quantum Attack on Bitcoin's Elliptic Curve Cryptography to Date ‼️Are we cooked?👀 Researcher Giancarlo Lelli successfully derives a 15-bit ECC private key from public key — on publicly accessible quantum hardware using a Shor’s algorithm variant. 512x scale-up from the 6-bit demo in September 2025. ~6.9 million BTC now sit with exposed public keys vulnerable to this attack.

🚨 BREAKING 🇺🇸 TRUMP INSIDER WITH A 100% WIN RATE JUST OPENED AN $11M SHORT AHEAD OF FRIDAY’S U.S.-IRAN NEGOTIATIONS THIS GUY HAS PREDICTED EVERY MAJOR MARKET MOVE HE DEFINITELY KNOWS SOMETHING

🇺🇸 The U.S. Treasury just bought back $15 billion of its own debt in a single day, the largest buyback in history. Here's what that means in plain English: the government is essentially buying back loans it took out years ago, before they're due. It sounds responsible, but the reason they do it matters. When the Treasury buys back old debt, it pumps cash into the financial system. Banks and investors who held that debt suddenly have money to reinvest. It's a way of injecting liquidity without calling it what it is. The timing is worth noting. Markets have been volatile, confidence in U.S. debt has been shaky, and foreign buyers have been quietly stepping back from U.S. treasuries. A record buyback right now is either very good housekeeping or a sign they needed to do something fast. The Treasury says it's routine. $15 billion in one day, a new all-time record, right in the middle of a trade war and a shooting war… Routine.