Godsiri✨

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[Godsiri✨ @Cryptosiri001]

hyperliquid:native New ATH $63

[Godsiri✨ @Cryptosiri001]

🚨 @HyperliquidX BREAKS NEW ALL TIME HIGH

Has officially smashed its previous ATH, printing new highs $62 with strong volume. This what conviction looks like. $hype native isn’t just surviving. it’s becoming the most dominant forces in decentralized perpetual trading

[Godsiri✨ @Cryptosiri001]

@randgroup Send it

[Rand Group @randgroup]

in the future you will be "lucky", remember these days. Legends are forged through adversity

[Rand Group @randgroup]

Weekly close will be a massive test for $ETH, failing to defend $1,800 would be critical

[Rand Group @randgroup]

Hal Finney posted this exactly 15 years ago today when Bitcoin was $10.

[Arthur Hayes @CryptoHayes]

Thanks Jeff

[Rand Group @randgroup]

Wall Street spent 40 years convincing retail they were too stupid to manage their own money. Hint: its not working

[Godsiri✨ @Cryptosiri001]

@binance Massive

[Binance @binance]

Welcome to a new era.

Trade the brands you love.

Direct Stocks. ETFs. Available 24/5.

👉 https://t.co/IQVBAuxxey

[Godsiri✨ @Cryptosiri001]

@fomocapdao Before 6th

[Godsiri✨ @Cryptosiri001]

@fomocapdao Something to pay attention on. Privacy

[Godsiri✨ @Cryptosiri001]

@randgroup But that how life works, just build

[Rand Group @randgroup]

Copper can't keep up with AI. That's not an opinion, it's physics.

Every data center being built right now is replacing electrical connections with light. NVIDIA confirmed it with $4.5 billion in direct investment.

I mapped 25 public companies across the photonics value chain:

Every AI cluster being built today hits the same wall. A hundred thousand GPUs mean nothing if the data can't move between them fast enough. Copper maxed out years ago and photonics replaced it: lasers, optical fiber, and transceivers that push data at the speed of light. The AI transceiver market doubled in two years. NVIDIA committed $4.5 billion across three photonics companies this year alone. This is where the infrastructure money is going.

Here's the full value chain:

🔬 MATERIALS & WAFERS

This is the bottom of the chain. Every laser and transceiver starts as a wafer substrate: indium phosphide, gallium arsenide, germanium, specialty glass. Nobody above this layer can produce anything without these inputs, and right now the most critical one, indium phosphide, is the tightest material in the entire AI supply chain. The gap between demand and capacity is getting worse, not better.

I think this is the most asymmetric layer on the map. Investors chase the transceiver companies and ignore who grows the substrates underneath them. But NVIDIA is writing checks worth billions in cash and warrants to lock up supply from this exact layer. First link in the chain, last to get attention, and the one that chokes everything above it if it breaks.

Tickers: $GLW, $AXTI, $IQE, $AIXA, $AMS

💡 CORE PHOTONIC DEVICES

This layer converts electricity into light and back. Without it, zero data moves through fiber. NVIDIA dropped $4 billion into two companies here this year just to secure production capacity, and both of them joined the S&P 500 within weeks of each other. That should tell you how fast this went from niche to essential.

The supply gap is not closing. The companies shipping next gen lasers at volume can be counted on one hand, and switching suppliers takes years of requalification. Order books stretch past twelve months. Every next generation GPU cluster consumes more of these components than the last, and no one can substitute them on short notice. I watch this layer more closely than any other.

Tickers: $IPGP, $COHR, $LITE, $LASR, $SIVE

🔌 COMPONENTS & MODULES

The companies here take raw lasers and detectors, package them into finished transceivers and modules, and ship them straight to hyperscalers. If the layers below are the engine, this is the vehicle that actually reaches the customer. Hyperscaler purchase orders land here. The revenue acceleration shows up here first.

What I like about this layer is that you can underwrite it today, not in two years. These are businesses with signed capacity commitments and product already moving. The consolidation angle matters too: larger photonics players have already started absorbing standalone module companies, and whoever remains independent gains pricing power as options thin out.

Tickers: $AAOI, $MTSI, $VIAV, $LPTH

⚙️ SYSTEMS & EQUIPMENT

No company above this layer can manufacture a single photonic component without the machines built here. One of these names holds 100% of the EUV lithography market with zero competitors. Others supply the bonding equipment for co packaged optics or the process control instruments used across the majority of advanced packaging lines. If photonics is the gold rush, this is the layer selling the picks.

My honest take: this is where the smart, patient capital parks. Equipment companies have pricing power and multi year order books that generate cash through full capex cycles. They attract holders who don't panic on the first pullback. The stocks don't run 1,000% overnight, but they compound while everything above them swings, and that tradeoff is worth more than most people give it credit for.

Tickers: $ASML, $BESI, $ASM, $LPKF, $MKSI

🔍 TEST, METROLOGY & YIELD

The most ignored layer on this map, and arguably the one with the cleanest business model. Every wafer, laser, and transceiver has to be tested and verified before it ships. As speeds climb and photonic devices get more complex, the testing challenge compounds fast. The industry is now constrained not only by what it can build but by what it can prove actually works.

Yield is money. Better defect detection means better margins for every company upstream, which is why foundries keep buying test equipment even when they slash budgets everywhere else. These are capital light businesses tied to every unit of production across the chain. Last check before product hits the customer, and one of the few layers where demand doesn't cycle down when the rest of semis softens.

Tickers: $CAMT, $FORM, $AEHR, $ONTO, $VIAV

🧠FINAL THOUGHTS

The NVIDIA capital concentration tells the whole story. One company wrote $4.5 billion in checks to three photonics suppliers in a single quarter. That is a company locking down the one input that could bottleneck its GPU deployments: the optical interconnect.

Returns across this sector have been historic over the past twelve months. But separate the revenue growers from the narrative trades. Some of these companies are printing real quarterly numbers that would impress in any sector. Others are carrying multi billion dollar market caps on sub $100 million in annual revenue. Same sector, wildly different risk.

Every generation of AI infrastructure from here forward needs more photonics. Not less. The copper to light transition inside data centers is early. Co packaged optics is barely in deployment, and 1.6T transceivers are ramping with 3.2T already on roadmaps. The chain locks together: stress on any single link reprices every link above it.

[Godsiri✨ @Cryptosiri001]

@randgroup Up only

[Godsiri✨ @Cryptosiri001]

@randgroup 😂

[Godsiri✨ @Cryptosiri001]

📊: Over half a trillion dollars wiped from the crypto market in just 25 days

bitcoin:native alone lost over $400 billion in market value as it touched the $61,000 level 🔴

The question now is whether $61,000 holds as a floor or if there is more pain ahead

[Godsiri✨ @Cryptosiri001]

📊: bitcoin:native Total Liquidations
→ HODL
10:53 AM
24 hour liquidations $1.75B
4 hour liquidations $937M
1 hour liquidations $490M
Asia just wiped out nearly 1 billion since it's open with that run down to 61k

[Godsiri✨ @Cryptosiri001]

📊: Michael Saylor's Strategy is now sitting on a $11.5
Billion unrealized loss on its Bitcoin investment

The company holds 843,706 Bitcoin purchased at an average price of $75,699.

[Pastor William F. Kumuyi @pastorwf_kumuyi]

How does a university math lecturer with just 15 students in a living room build a spiritual movement that reaches 30 million people? 🌍

In this premiere episode of The Visioneer Series, watch my untold origin story - From @UnilagNigeria Flat 2.

https://t.co/rKuWM2IVbO

[Trading Doji Academy @tradingdojicom]

$1.6 BILLION LIQUIDATED

$1.61 Billion notional value was liquidated from the crypto market in the past 24 hours. 85% of liquidations were long positions.

Stay safe traders.