Chadwick A Sutton

#TeamQuantumBulls Mental Health Advocate. Interests in human potential. Aspiring/Conspiring Author and Conscious Creator #Conspiracy4Love #Edutainment

[Chadwick A Sutton @BioMindBeliever]

The Importance of Quantum Sensors in Defense - EW & Spectrum Dominance with Golden Dome Implications.

Why Infleqtion ( $CCCX--> $INFQ) is uniquely positioned through SqyWire, QGGPf, SAPIENT, and partnerships with DARPA, $LHX, $SAIC, and $VOYG.

[Chadwick A Sutton @BioMindBeliever]

@kaitrump 👸 💗 u

[Kai Trump @kaitrump]

Front row at the UFC White House Fight! Out now on YouTube
https://t.co/qBYOxY0JYN

[Evelyn Rose 🥀 @BlairXMovie]

Beautiful Kai Trump 🩵@kaitrump
The White House tour video was so cool!
I love Kai’s vlogs, and I love them even more when she includes her family.
Looking forward to more family moments in future vlogs! 😊🩵
Also these are my two favorite dresses!

[Serenity @aleabitoreddit]

Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.

"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles."

"And that demand wave is set to begin before the decade is out."

Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth"

Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI).

Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next.

I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.

[Serenity @aleabitoreddit]

Global markets in a nutshell:

Japanese Company: Active monopoly over random chokepoints in the hyperscaler AI buildout.

Valuation: $150m-$350M

Silicon Valley: Here's a $200m for a "Seed Round".

[Basha باشا @BashaReport]

Iran is not happy with Oman!

Iran’s Islamic Revolutionary Guard Corp (IRGC) Navy Statement

IRGC Navy says safe passage through the Strait of Hormuz is only possible via routes announced by the Islamic Republic of Iran

Coordination with the IRGC Navy is mandatory for transiting the Strait of Hormuz

———————

The IRGC Navy issued the following statement after some authorities It did not name Oman] announced a new shipping route through the Strait of Hormuz without notifying or coordinating with the Islamic Republic of Iran.

A few hours ago, “some” authorities announced a new route for vessel traffic through the Strait of Hormuz without informing or coordinating with the Islamic Republic of Iran. The IRGC said this route is “unacceptable” and “extremely dangerous.”

The statement said the only authorized routes for transiting the Strait of Hormuz are those announced by the Islamic Republic of Iran. It warned that navigation outside these designated routes is “highly dangerous” and prohibited, urging all vessels to avoid any transit outside the approved corridors.

The IRGC also stated that coordination with its Navy on VHF Channel 16 is mandatory before transiting the Strait of Hormuz and warned that vessels violating these instructions “will be dealt with.”

Analyst note: Iran’s statement tonight appears to signal its intention to assert sole control over navigation through the Strait of Hormuz. The language no longer suggests a shared role with Oman in managing maritime transit. Instead, Tehran is stating that only routes designated by Iran are authorized and that vessels must coordinate directly with the IRGC Navy before transiting the strait.

[Serenity @aleabitoreddit]

The $WEN meme traders made it to Global Media from Japan to US!

The burger fast food chain is now up ~50%, which is pretty impressive.

Feels bad to be sidelined and see my AI memory/optical portfolio perform worse than a $RDDT memestock tho.

Did anyone take positions?

[Chadwick A Sutton @BioMindBeliever]

Golden https://t.co/7UJD0bXCWY via @YouTubeMusic

KPOP shadow hunters twist to Final Fantasy X !!! Or whatever Star Dew game!!!

[maro @ProofofMaro]

The photons that bounced off your face as a child are still traversing through the void carrying your image.

[⚽️📡 @pennycheck]

@ToddAultIII If you want take a stand against all these terrible people that you didnt create out of thin air in a desperate attempt to get attn why dont you start by naming the names of these people ?

[Serenity @aleabitoreddit]

Think so. But in the meantime, I call my strategy: Diversified Losses.

With $AXTI, $SOI, $AAOI, and many others.

Had a massive drawdown recently,
CPO exposure was hit the hardest (Foci, Msscorp, etc) and adjacent names, feels bad.

Probably lesson personally, I had too much concentration in photonics vs. memory/other sectors without weighting/hedging properly.

With Soitec, there's been a few negative institutional reports that I'd disagree with.

Think AXT was hit harder in specific just because of float expansion/dilution concerns. AAOI, probably just brought down with the theme.

I can't give advice on buying, so completely up to you to make for cost averaging or entering positions.

But I do think we're still early in the Supercycle with photonics, there's bound to be corrections/crashes along the way up.

If my personal thesis is correct though, many of these names will have a major inflection point in midway through 2027 scaling up to 2028.

Markets don't typically wait to price things in advance, but some ideas might be a tad early or in the buildout given it's H2 2026 now.

Which is why it's important to build your own conviction.

[Chadwick A Sutton @BioMindBeliever]

@sierracatalina @julesagent So squish sensory friendly!

[⚪️ sierra catalina @sierracatalina]

hey thanks @julesagent 🤍

[Chadwick A Sutton @BioMindBeliever]

But EQ or QueensGambit

[Chadwick A Sutton @BioMindBeliever]

Just Ambien drufffed once and same type of experience with weight of the world syndrome

[Skindie @skindie___]

Can someone mansplain chess to me

[Chadwick A Sutton @BioMindBeliever]

Dancing in the Moonlight (feat. NEIMY) https://t.co/DJW0ysW2jt via @YouTubeMusic

[discussing stocks @tsazeng]

@aleabitoreddit Do you think there's a possibility for $AXTI and $AAOI going rippy mode again soon? Super heavy losses this month

[Mike @BlackScholesMan]

And this is what the algos picked up with and ran with today