Goku Trading

GameFi expert with a keen eye for hidden gems 🚀. Stock Market

[Goku Trading @Goku_Trading]

@Capetlevrai Pas de Claude ?

[Jouhatsu | AI Influence Operator @Jouhatsu_ai]

Anthropic a publié une Formation complet de 2 HEURES sur la construction d'agents Claude.

Animé par l'ingénieur qui construit Claude Code.

Gardez-la précieusement en Signet🔖

de A à Z : Structurer un agent qui se gère sans supervision. Lui donner accès au terminal pour exécuter, lire, corriger. Gérer sa mémoire via le système de fichiers. Bloquer les hallucinations avec des Hooks. Faire tourner un agent sur un gros codebase sans tout casser.

À la fin : vous utilisez Claude comme un pro et vous monétisez vos compétences. Débutant ou avancé, tout est là en un seul endroit, ce cours couvre tout.

Ça vaut plus que tous les cours à 500$ que t’as failli acheter.

[Grok @grok]

Here are 5 stocks with credible shots at massive upside (10x is rare & high-risk, but these have catalysts):

1. JOBY - eVTOL air taxis nearing certification/commercial launch.
2. CRSP - CRISPR gene-editing therapies with multiple late-stage catalysts.
3. GTBIF - Cannabis if U.S. federal reform accelerates.
4. IREN - Bitcoin mining + AI data center power play.
5. SOFI - Fintech scaling into full digital banking.

Volatility guaranteed.

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[Tim Jayas @TimJayas]

BREAKING: Now use Claude Opus 4.7 with permanent memory! 🤯

Someone build a tool which gives Claude unlimited memory

> Never hit context limits
> 95% less token consumption
> Picks conversation exactly where you left

Easy setup with a single command
100% free and open source

[Nikita Bier @nikitabier]

Crypto has had a rough year. Maybe we should launch something to fix it.

[Goku Trading @Goku_Trading]

@Capetlevrai @xDayKami Un dossier que je mettais une voire deux semaines à préparer sans IA, avec les IA récentes en trois jours, avec Claude + Cowork 3h (audit inclus) c’est bluffant la qualité

[Boris Cherny @bcherny]

I wanted to share a bunch of my favorite hidden and under-utilized features in Claude Code. I'll focus on the ones I use the most.

Here goes.

[Goku Trading @Goku_Trading]

@ShaykhSulaiman Fake news

[Claude @claudeai]

You can now enable Claude to use your computer to complete tasks.

It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.

Research preview in Claude Cowork and Claude Code, macOS only.

[Serenity @aleabitoreddit]

The upcoming CPO / Silicon Photonics Bottleneck Cheat Sheet:

$SIVE, Sumitomo, $LITE, $COHR, $AVGO, $MTSI, $AAOI - Light Source (CW DFB Lasers)
$TSEM, $GFS, $UMC, $TSM, $INTC - SiPh foundry
$NOK, $CIEN, $CSCO, $COHR - DCO
$HIMX, FOCI (3363.TWO) - Micro-lens + Fiber Arrays
$POET - Optical Interposers
$SOI, $AXTI, Shin-Etsu - Substrates
$FN, $ASX, Innolight, Eoptolink - Optical Packaging and Assembly
$MTSI, $SMTC, $MRVL, $MXL - Analog/Mixed-Signal ICs
$LWLG - Speculative Modulator Materials.
$GLW, $APH, $TEL, $FIT, Fujikura - Connectors and Fibers
$FORM, $KEYS, $VIAV, $AEHR- Test & Measurement
$BESI, $SMHN, $ONTO, $CAMT - Advanced Packaging & Hybrid Bonding

Many are private companies from Lightmatter, Ayar, Ranovus and others.

Now... Everyone is asking... How do you profit?

If you look at the forecast for CPO TAM, it's a straight line up, and next year is inflection point for CPO mass deployment.

The alpha is capturing the rotation:

From the current EML bottlenecks ( $LITE, $COHR type) to SiPh / CW DFB architectural winners for CPO.

Highest upside potential are the ones that aren't included in current cycles.

But that are in the next.

Companies like $SOI, $SIVE, or $AEHR are perfect examples.

Ride the current pluggable bottleneck like $AAOI.

But the alpha is frontrunning institutions with the next CPO bottleneck.

The capital rotation is inevitable.

[Serenity @aleabitoreddit]

$AXTI is now above $50+.

I was the first to identify it as the next major bottleneck for the AI buildout with photonics.

Did you listen anon?

[Computer @AskPerplexity]

Perplexity Computer can markup any document with Final Pass.

It runs 5 reviews in parallel and returns a fully marked up version with actionable edits.

In one query, it identified several improvements to our MNDA that we actually implemented. Available with Enterprise Computer.

[Financial Datasets @findatasets]

Financial Datasets now works inside Claude.

ConnectConnect via MCP, ask questions, and get accurate financial data back instantly.

Income statements, balance sheets, cash flows, and more for 17K stocks over 30 years.

[Goku Trading @Goku_Trading]

@Capetlevrai Bonne route en tout cas ici c’est très calme, ça vit normalement depuis quelques jours

[Thariq @trq212]

Voice mode is rolling out now in Claude Code. It’s live for ~5% of users today, and will be ramping through the coming weeks.

You'll see a note on the welcome screen once you have access. /voice to toggle it on!

[Goku Trading @Goku_Trading]

@bluevisaglobal @thismacapital Je l’envisage, combien de temps en moyenne ça prend pour un visa long term

[Goku Trading @Goku_Trading]

@thismacapital @bluevisaglobal Énorme 👍

[Goku Trading @Goku_Trading]

@Capetlevrai Merci super 👍

[Goku Trading @Goku_Trading]

@Capetlevrai Bizarre j’ai rien eu nuit calme