EWL

[EWL @EWL1589]

@__Con_ HSAI?

[EWL @EWL1589]

@Gubloinvestor How bullish? Any price target?

[Xynth @xynth_m]

OVER $1.5M in signals generated in 2 weeks.

All from retail traders building custom alerts on Xynth

Everything from:

> tracking whale options flow
> detecting insider cluster buys
> spotting earnings IV crush plays
> building sunday wheel scanners

Summoning Claude Opus 4.7 to build and run alerts 24/7 on top of the stock market is the single biggest edge in retail trading history.

We're giving away free access to the 3 most profitable alerts on Xynth this week.

RT + comment "Alerts" — we'll send them.

[EWL @EWL1589]

@xynth_m Alerts

[EWL @EWL1589]

@crux_capital_ Any thoughts on Obducat? https://t.co/ozc34IWZu4

[EWL @EWL1589]

@Minnvestor Any hints? Sector?

[EWL @EWL1589]

@MoodyWriter13 I feel like its Silex. The investment company is Bure

[EWL @EWL1589]

@ParadisLabs Nice of you, I would love to get it too, thanks!

[EWL @EWL1589]

@aleabitoreddit Any thoughts on SUSS Microtec? Near 100% revenue exposure to leading edge semiconductor equipment, according to @jasonschips

[EWL @EWL1589]

@aleabitoreddit Have you done any research on Eutelsat communications? If compared to SpaceX this company would be worth so much more, and its a security play for Europe

[EWL @EWL1589]

@aleabitoreddit The article: “The company has had an extremely difficult time getting sales going and bringing products to market. ...

Privata Affärer also points out that Sivers’ cash position of SEK 45 million means the company will likely need to raise more capital ..."
@aleabitoreddit ?

[EWL @EWL1589]

@aleabitoreddit Time to buy more then, prove them wrong

[Serenity @aleabitoreddit]

The Serenity Silicon Photonics / CPO ETF.

YTD Returns of Each Index Stock:

$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +100.27%
$LWLG: +92.35%
$VIAV: +88.71%
$AIXA: +73.92%
$AEHR: +70.4%
$CIEN: +67.67%
$FORM: +60.67%
$FOCI: +60.44%
$CAMT: +49.13%
$GLW: +46.77%
$SMHN: +45.94%
Fujikura: +43.89%
$COHR: +41.81%
$KEYS: +40.48%
$TSEM: +36.42%
$ASX: +29.89%
$MTSI: +28.34%
$NOK: +27.5%
Shin-Etsu: +27.33%
$ONTO: +26.28%
$BESI: +24.71%
$UMC: +18.11%
$INTC: +17.27%
$OXINF: 15.03%
$FN: +12.79%
Eoptolink: +11.82%
$TSM: +6.00%
$HIMX: +5.39%
$SMTC: +4.11%
Sumitomo: +3.67%
$CSCO: +3.25%
Innolight: +.33%
$MRVL: +.16%
$APH: -6.48%
$MXL: -7.62%
$AVGO: -7.99%
$POET: -12.99%
$TEL: -14.93%

This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark).

However, if you were curious if you invested in the photonics trend as a whole at the start of the year.

The equal weighted return?

50.033%

I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward.

Especially as CPO is used to scale AI deployments.

Photonics is the new architectural paradigm for AI.

[EWL @EWL1589]

@aleabitoreddit Any reason for the drop in Soitec today? Any news? Or just general market fear?

[The Kobeissi Letter @KobeissiLetter]

How can the Strait of Hormuz be "closed?"

As many have pointed out, no country “owns” the Strait of Hormuz, it's an international waterway governed by international law.

But, it can still be effectively closed.

Ships traveling through the Strait of Hormuz purchase war-risk insurance, which protects the shipping companies from the costs of being attacked.

If insurers refuse coverage and ships stop sailing, oil flows effectively stop even if the waterway technically remains "open."

We've already seen two vessels targeted near the Strait of Hormuz today, with insurance costs skyrocketing.

Currently, war-risk premiums are rising by 50%+ amid the war between Iran, Israel, and the US.

Insurance costs for a $100M oil tanker have jumped from ~$250,000 to ~$375,000 per voyage.

Keep watching insurance costs.

[EWL @EWL1589]

@KobeissiLetter @grok summarize the article and state the winners and losers from it, either broadly or specifically.