H U N C H O

@Arsenal

[H U N C H O @Huncho_Papi]

@kahome_steve Why 10% Ishares Korea tho when 50% of it is Samsung and Sk Hynix,and you have them in Big allocation in DRAM plus MU again on 16%

You dont think its too many overlap in the same names?

[H U N C H O @Huncho_Papi]

@kahome_steve I own DRAM,SMH from this list,Safe to say they have been printing Money

[Sulaiman Ahmed @ShaykhSulaiman]

DEPORT

[Serenity @aleabitoreddit]

Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders...

Is probably just the start of the bottleneck?

There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom.

Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi)

Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity.

From the Trendforce report, this is:

"to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)."

I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next.

A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia.

But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.

[Athu Invests @athuinvests]

LOOKS LIKE $SIVE IS GOING TO 120 SEK

- $AMD is looking to secure InP laser supply for their CPO program, and the partnership with $GFS suggests more bullish news by August.

- Ayar Labs will also secure a major order soon. Their Wiwynn partnership and recent $NVDA announcement are huge validations.

- The $JBL earnings tomorrow could provide more details on their 1.6T program. Maybe DC buildout plans too.

- $MRVL might announce something as well soon. Celestial could deliver significant revenue contributions before H2’28. Seems a bit later than overall scenario.

The last few days show timelines compressing for CPO adoption and InP laser supply. $AMD is the biggest recent confirmation. That’s why the buzz will spread around like fire.

Enablence & $POET - These might announce a tad later.

[Shehbaz Sharif @CMShehbaz]

Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED. Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.

The official signing ceremony will be on Friday, 19 June in Switzerland.

We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict. We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement. I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard.

With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony.

@realDonaldTrump
@JDVance
@SecRubio
@SteveWitkoff
@SEPeaceMissions
@drpezeshkian
@mb_ghalibaf
@araghchi

[#DISUNOMICS @_NOMICS]

If this was AFCON …

[Sivers-Semiconductors @SiversSemicond]

Photonics and wireless technologies are central to how modern systems handle data. 📊

As demand increases across #AI, #5G, #SATCOM, and sensing applications, performance and efficiency depend on how well these technologies work together.

At Sivers Semiconductors, we're developing solutions across both areas to support #connectivity and sensing for cloud and edge environments.

Learn more: https://t.co/yOJ0SNoLwq

[Sivers-Semiconductors @SiversSemicond]

We're excited to announce a strategic collaboration with @GlobalFoundries to develop advanced silicon photonics solutions for the rapidly growing AI infrastructure market.

Our laser arrays will support next-generation optical connectivity architectures, including CPO, LPO, and other emerging data center interconnect solutions, while complementing GlobalFoundries' silicon photonics platform and SCALE™ optical engine offerings targeting a projected $25 billion pluggable optics market by 2030.

For full details, visit: https://t.co/rDAFqiG85m

[H U N C H O @Huncho_Papi]

@stevehill1mil All world is already 62% S&P 500,you only have 38% of “diversification” which at this time is just a https://t.co/wLc6vT3Ej3 should go for concentration not diversification at this point imo

[H U N C H O @Huncho_Papi]

@Adebayo19304 @mshmg11 Its called being sarcastic lol,Its a goldbridge quote on Garnacho

[H U N C H O @Huncho_Papi]

@truly_ustadhie @Cainoo0 @_annatx Its Him

[Arsenal @Arsenal]

We all deserve this ❤️

[H U N C H O @Huncho_Papi]

@Realpolitik247 @piersmorgan Shut up with your inferiority complex!

[🚨The Celebration Police🚨 @PLCPolice]

Arsenal celebrating like they’ve won the league

[H U N C H O @Huncho_Papi]

@Allan812734961 @KhalifKairo Akona Tourist visa ya US ndo ana flex hapa😂😂

[H U N C H O @Huncho_Papi]

@_jkwij @nonewthing Honestky hes just soo full of himself,He is shit

[Mehdi Hasan @mehdirhasan]

The Israelis are terrorists. No other word for it.