Arthur

[SITOSHI @FutureIsOrangeX]

@tim_cook Touch screen laptops “ It’s Ergonomically Terrible” Steve Jobs (2010)

[Arthur @ArthurStr5]

@bot give me the pricetargets for the next 5 years bull and base

[Corleone Invests @corleoneinvests]

Hey @grok, what’s the probability that $RKLB goes over 10x from here by 2030?

Give it in %

[Corleone Invests @corleoneinvests]

Hey @grok, what’s the probability that $RKLB goes over 10x from here by 2030?

Give it in %

[Serenity @aleabitoreddit]

I've always defended X as the only platform to be on for financial discourse.

But it's getting harder to when the owner constantly amplifies narratives of collapse… of companies whose interests conflict with his own at $SPCX or $TSLA.

Would people be comfortable if $NVDA Jensen Huang owned $META?

And then the timelines were dominated by his amplified narratives of $AVGO failing?

I can't see how that would be healthy for grassroots discussion.

[Roman Chernin @romanchernin]

Boring routine

https://t.co/5dszYc9DVS

[MAGA WARRIOR @MAGA_warrio]

BREAKING 🚨This is 300,000 polish patriots on the streets to declare Poland is a CHRISTIAN country.

Britain and the rest of Europe MUST take note and follow Poland's example.

[Donald Tusk @donaldtusk]

Polska nie powtórzy błędów innych europejskich państw, nie będzie też za nie płacić. Twardo bronimy granicy przed nielegalną migracją, mamy własną politykę azylową (nie przyjmujemy wniosków), deportujemy tych, którzy łamią polskie prawo. W kwestii bezpieczeństwa będziemy bezwzględni. To usłyszeli ode mnie liderzy Europy w Brukseli.

[vincent @SPCX100T]

The only company that I am willing to put majority of my net worth into it - SpaceX
$SPCX

[America @america]

Elon Musk's full discussion with NVIDIA CEO Jensen Huang at the https://t.co/IzUYzFJ4OH launch event.

[Bloom Energy @Bloom_Energy]

As discussed with Oracle an hour ago, Oracle remains committed to Project Jupiter and its contract with Bloom to deliver 2.4 GW of fuel cell capacity. We are excited to execute Project Jupiter on Oracle’s planned timeline.

[Ouster @ousterlidar]

This is the L4 silicon, the chip at the center of every sensor in the Rev8 OS family.

Ouster L4 silicon has up to 256 channels, 42.9 GMACs of on-chip processing, and up to 10.4 million points per second, feeding 48-bit native color lidar out to the OS series' full range. More channels and more photons mean more points land on every object and stay there as it moves farther away or a vehicle moves faster. That is the difference between a few stray returns on a distant object and enough detail to classify it and track where it is going.

Because performance scales with the silicon, every generation gets more range and resolution without needing to redesign the sensor around it.

Learn more about Rev8 and the L4 silicon:

https://t.co/HM5aIYtKXw

[Nebius @nebiusai]

We are partnering with Palantir to bring trusted AI cloud infrastructure to Palantir’s commercial customers.

Palantir has named Nebius its preferred sovereign AI infrastructure partner.

Nebius compute and inference endpoints will run inside the Palantir enterprise perimeter – giving customers control over their compute, data, and models.

The partnership is based on a shared vision that open models, continually adapted using customers’ own data, can deliver better domain-specific intelligence while improving control and security.

Read the full press release: https://t.co/OxFxKSOrqr

[Paradis @ParadisLabs]

$LRCX open Austria wet lab to focus on panel-level packaging.

Interesting timing:
- Within weeks before $TSM's CoPoS pilot line is expected to complete (according to Commercial Times)
- And only weeks after $AMAT closed the NEXX electrochemical deposition acquisition

Western OEMs are seemingly mobilising for a production handoff on CoPoS that most think was coming in like 2028/2029?

I don't think the TAM means much for $LRCX or $AMAT cos it'll just move the marginal capex line and not share price imo.

So assymetric exposure probably sits in the second/third derivative in names like:
> $ONTO - clean expression of CoPoS supply chain.
> Suss Microtec - pure-play for panel coating + bonding which maps directly onto CoPoS BOM.
> Glass substrate stack e.g. $GLW, AGC (5201), NEG (5214) - captures transition from organic cores to glass core panels that the CoPoS roadmap implies.
> Disco (6146) for panel singulation.
> $CAMT and $KLIC, everyone knows

Just some initial notes after reading the news.

[Athu @athuinvests]

⚡️ UPDATED: Photonics Watchlist

1. Transceivers/Lasers: $LITE $COHR $AAOI $SIVE $ADTN

2. Connectivity Silicon: $CRDO $ALAB $MRVL $MXL $SMTC $NOK

3. Established: $AVGO $ANET $CSCO

4. Glass: $LPK $GLW $INTC

5. Substrates: $IQE $SMTOY $AXTI $SOI

6. Systems: $CLS $FLEX $JBL $FN $CIEN $PENG

7. Test: $AEHR $TRT $VIAV

8. Foundry: $TSEM $GFS

Notes:
- Added all relevant players in the space without filtering any names.
- Will look to add more Asian/European companies that fit well.

[The Analyst @MMatters22596]

The entire AI-Infra stack mapped out.

These are the best positioned businesses in every sector:

Data centers
$CRWV
$IREN
$ORCL
Top pick: $NBIS

Connectivity
$AAOI
$ALAB
$LITE
Top pick: $CRDO

Energy
$OKLO
$FLNC
$EOSE
Top pick: $BE

Supply Bottlenecks
$AXTI
$IQE
$COHR
Top pick: $WOLF

Thermal Management
$NVT
$MOD
$PH
Top pick: $VRT

Save this for later use.

[Nebius @nebiusai]

“Everything we set out to do this quarter, we did. In most cases, we did more.”
– Arkady Volozh, founder and CEO

Highlights from our Q2 results:

Total contract value won during the quarter up 4x;
Four landmark customer agreements averaging over $1 billion in TCV;
Average annual contract value above $20 million per MW;
AI cloud revenue up 514% to $575M, and a higher adjusted EBITDA margin of 50%;
Contracted capacity guidance for 2026 increased to 5 GW;
Expecting to deploy more than 1 GW per year from 2027.

[CK Capital @CKCapitalxx]

Everyone treats interconnect like it’s copper versus light. It’s both, and $CRDO is the only name that owns both sides.

The physics is simple. At today’s lane speeds copper only reaches about two meters. Past that you need light.

But inside two meters copper still wins and always will. It’s cheaper, uses less power, and doesn’t need converting electrical to photons and back. Chips sitting inches apart will never justify optics.

So every rack ends up mixed. Copper for short, light for everything else.

Credo owns copper today. Active cables and retimers, 68% gross margins, Amazon and Microsoft as customers.

Then they spent $750 million on DustPhotonics and brought silicon photonics in house across 800G, 1.6T and 3.2T, sitting right next to the SerDes and DSP they already had.

Their CEO said optical could go 50-50 with copper and eventually pass it.

They are positioned.

[Serenity @aleabitoreddit]

Today I'm writing a weekend guide on how to do DD when shorting $NBIS:

First, you look at hyperscaler earnings for AI cloud read through:

> $GOOGL: reports record AI cloud demand + backlog + margin increases from earnings

> $AMZN: reports record AI Cloud demand + backlog + margin increases from earnings

> $META: reports higher than expected prices for available capacity from earnings.

Now, time to look at Nebius:

-> $NBIS: Growing hundreds of percent to $7-9B ARR by Q4. Growing margins, and guided 4GW+ contracted power.
-> Sees Uber/Waymo splitting, putting more focus on Avride
-> Sees Clickhouse growing rapidly every quarter.

Okay looks bad! But next, you need a hedge?

-> Wow! A $NIKE brand executive, after the stock dropped 75% over the past 5 years, went to $LULU to save that brand next? Lululemon seems good.

Conclusion: Short Nebius and go long on $LULU

[Nebius @nebiusai]

Start building with Kimi K3 on Nebius Token Factory today with $25 in free credit.

Join the Nebius Builder Program and claim your $25 in free credit to start coding, test ideas, build prototypes, and see what Kimi K3 can do (program terms apply).

We can't wait to see what you build.
https://t.co/UIr9VU1BoA

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Accelerates Presence Across Europe with Leading Mobile Network Operators

https://t.co/ouNEo2Ab6D