Dev

Mechanical Nuclear Engineer and expert in power markets and associated tech. “Capitalism isn’t evil just because you suck at life”. My thoughts are my own.

[Dev @DevMarketWatch]

Since I’m no trader or expert in the stock market. My real passion is in technology and crypto is the technology that is advancing the way we view money and transactions.

I want to spend more time each week diving deeper into the crypto space and building on my market overviews. I will continue the segment overviews I’ve begun because it helps me understand the market fundamentals and keep my head straight with my long term investments.

I’m going to be adding a detailed weekly summary of the crypto space. Open to all feedback. First one. Dropping now.

[Dev @DevMarketWatch]

@SenWarren @JetBlue @SpiritAirlines @JusticeATR @USDOT 1000s of jobs lost and statistically significant increase in cost of flights. Brilliant.

[Dev @DevMarketWatch]

@BskiMike22802 @BernieSanders Wonderfully brilliant

[Dev @DevMarketWatch]

@BernieSanders This is so misleading. Do better to educate Americans.
40% of federal taxes are paid by the top 1%

[Dev @DevMarketWatch]

@felixprehn It’s not a crisis. It’s an opportunity and you’ve laid out the opportunity nicely 💪

[Dev @DevMarketWatch]

@mikealfred Option B except in flying Delta or United depending on where I live. Not Southwest 😆
I’ll take a dock to my net worth

[Dev @DevMarketWatch]

@TheRonnieVShow Send it 📈

[Peoples Reserve @PeoplesReserve]

For years, Bitcoiners have heard the same line:

"You can’t live in your Bitcoin."

That perspective limits you to just two options.

Sell your Bitcoin to buy a home…
Or keep your Bitcoin and delay homeownership.

We've created a third option.

Bitcoin Powered Mortgages (BPM)

A new framework for home financing that brings sound money into the housing system.

Within the BPM umbrella lies a key innovation: Bitcoin Mortgage Insurance (BMI).

Instead of simply protecting the lender, as traditional PMI does, BMI introduces a mortgage reserve that uses Bitcoin as a savings technology.

Here’s the high-level idea:

When buying a home, the borrower contributes BTC into a BMI escrow account.

That Bitcoin acts as a reserve layer within the mortgage structure, helping secure the financing while remaining exposed to BTC’s asymmetric upside.

Over time, that reserve powers an equity engine, significantly accelerating the timeline to full home ownership.

You live in the home today, while your Bitcoin works in the background alongside your mortgage.

Real estate provides stability.
Bitcoin provides acceleration.

Together, they provide a new path toward ownership and financial freedom.

Take the next step: Integrate Bitcoin’s savings technology and transform how you achieve home ownership ⚡
Build Wealth Smarter.

[Dev @DevMarketWatch]

@halstonvalencia Keep spreading the good word!

[Dev @DevMarketWatch]

Trying to get back in the swing of daily analysis. Work has been crazy busy.

With photonics taking center stage the past month+ let’s look at $COHR (Coherent Corp) – Light-Pipe Play for AI Machines: I’m watching but looking at a later Allocation

Working in the energy industry as an engineer I’ve observed my industry work to squeeze efficiency out of energy systems and decades old hardware. At a first look, COHR isn’t hype; it’s the real optics backbone turning photons into the “nervous system” for AI datacenters and laser-cutting factories.

Core products: high-speed transceivers (1.6T silicon photonics), VCSEL lasers, optical switches sold B2B to hyperscalers (Nvidia ecosystem) and industrial OEMs. Analogy: imagine fiber-optic arteries feeding supercomputers without melting the grid – that’s today’s business.

Fundamentals look rock solid: $6.3B TTM rev (+17% recent), vertical integration moat in compound semi + photonics, competitors LITE/IPGP. AI datacom now >50% mix, book-to-bill 4x. Sector tailwind: exploding optical interconnect demand as copper hits physics walls. Copper is used in every application for moving electrons, so if photonics can be used to speed up data processing and minimize losses due to heat, there’s a massive opportunity.

Market narrative: AI optics supercycle (Nvidia $2B investment + multi-year supply deal) meets S&P 500 inclusion. Priced-in already: 280%+ 1-yr run, $247 price tags ~46x fwd EPS est, greedy sentiment post-pop. Still opportunity but I’m looking at the 50 EMA cross to start accumulating.

Insiders trimming (directors/CTO sales into strength, no buys); institutions 83%+ ownership, Vanguard/BlackRock loading for passive flow. Vs peers: leading 90d, crushing sector. Potential to pullback on strength here.

Technicals: RSI ~50 neutral, way above 200-SMA (bullish long-term trend), volume steady on up days – Munger-style not screaming “buy below SMA” yet. Doesn’t mean it’s not a good buy though

~42% (EPS growth 37-51% yes, PEG ~1.2 yes, but P/E 242/33x fwd no, D/E 40% borderline). Can’t rely on hitting all of these metrics when an industry is booming and companies are breaking out.

Capital call: LATER. Starter 1-3% on 10-15% dip (scarcity demands better entry). I’m looking at $225 range to start a weekly DCA.
Horizon: multi-year. Likelihood to outperform the market = ~60% if AI capex rolls – TAM/margin expansion combo.

Bottom line: This stock works if 1.6T optics ramp + Nvidia scale sustains 30%+ EPS growth. It fails if AI spend freezes and valuation compresses to 20x. Real capital, real optics edge.

My play: Wait for the pullback, then load the bags.

[Dev @DevMarketWatch]

@NotA_Bull $GOOGL

I think Gemini will have a much greater impact than CoPilot. TBD though.

[Dev @DevMarketWatch]

@NotA_Bull $NVDA for a 3 year horizon. The commitments made already will carry.

[Dev @DevMarketWatch]

Feeling grateful for the opportunity to buy more $MSFT below $400. $TSLA below $400. $NVDA around $180.

Setting up my family for life.

[Dev @DevMarketWatch]

@legen_eth Barbara Humpton knows what she’s doing. Strong leader and critical space for our US based infrastructure

[Dev @DevMarketWatch]

@GrindeOptions 100% I would.
It’s coming soon.

[CG @cgtwts]

Let me explain what just happened, because I don’t think people realize how INSANE this is.

> Cortical Labs put 200,000 real human brain cells onto a silicon chip and trained them to play Doom in just one week.

> Each CL1 system costs $35,000.

> A rack of 30 units consumes only 850–1,000 watts combined.

> The human brain operates on 20 watts.

> Large AI training clusters burn through megawatts.

>Backed by In-Q-Tel.
115 units began shipping in 2025.

> Cortical Labs is selling “Wetware as a Service” through Cortical Cloud, letting developers deploy code remotely to living human neurons with no lab required,

> priced like a software subscription but powered by real brain cells grown from adult skin and blood samples.

> it isn’t about gaming, it’s about biological computing that could eventually outperform traditional silicon in energy efficiency and adaptability.

This is getting really scary and we’re still at the very beginning.

[Dev @DevMarketWatch]

KCI airport has evacuated all passengers to the airfield.
Security threat.. not a lot of information.

[Dev @DevMarketWatch]

@elonmusk So you’re saying there’s a chance

[Dev @DevMarketWatch]

@DvdndDiplomats Right now, I’d go with $TSLA below $400.
$NVDA is a close second on this correction and their investment in photonics/lasers

[Dev @DevMarketWatch]

It feels like we’re in the accumulation phase for #crypto. A lot of sideways movement with some higher lows signaling potentially bullish environment.

One clean breakout away from sending it 📈🚀

$BTC $ETH $HBAR $SOL

[Dev @DevMarketWatch]

@Alice_MiaX Gotta live life!! Booked Spain and France. Can’t just invest it all.