Traveling Man

[Traveling Man @JoeBuckI812]

@leadlagreport The US is selling Euro treasuries to bailout the Yen?

[Traveling Man @JoeBuckI812]

@PNWConservative Has the man never heard of chromosomes? Pretty straightforward - xx female, xy male

[Traveling Man @JoeBuckI812]

@texasrunnerDFW Have you tried a rucking weight vest?

[Traveling Man @JoeBuckI812]

@Team2Trading Awesome, Congrats!!

[Traveling Man @JoeBuckI812]

@RyanDivish Why isn’t Young batting 2nd? Cal is a great guy but put a contact hitter with speed in the top of your batting order

[Traveling Man @JoeBuckI812]

@leadlagreport Hahaha, are you about to be annoying as fu__?

[Traveling Man @JoeBuckI812]

@itsmichaelluu @SuperLuckeee Great info, thanks!

[Michael | Hypermarkets @itsmichaelluu]

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.

Elon Musk says by 2030 regular people will be ultra-wealthy.

Here's 20 companies directly linked to SPACEX:

1. $ASTS — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination

2. $IONQ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028

3. $RDDT — Real-time data feeds Grok's truth-seeking AI engine via X integration

4. $RKLB — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve

5. $LUNR — Lunar lander tech directly supports SpaceX's Moon base buildout timeline

6. $ACHR — Air mobility networks integrate with Starlink low-latency connectivity infrastructure

7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale

8. $VIAV — Optical networking components critical for Starlink ground station infrastructure upgrades

9. $AEVA — LiDAR sensors enable autonomous Starship landing and booster catch precision systems

10. $SPIR — Space data analytics layer monetizing SpaceX's growing orbital satellite constellation

11. $KTOS — Defense tech partner powering Starshield national security satellite network contracts

12. $BWXT — Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements

13. $ARQQ — Quantum encryption secures Starshield government communications on classified orbital networks

14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems

15. $OUST — Sensor fusion tech supports SpaceX's booster catch and reusability automation stack

16. $MTSI — RF semiconductors power Starlink user terminal phased-array antenna signal processing

17. $GILT — Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments

18. $SATL — Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data

19. $TWST — Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research

20. $POET — Optical interposer chips slash data center power costs inside COLOSSUS AI cluster

Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO.

♻️RESHARE this post and make 1 comment. I'll tell you which one is my #1 favorite and I own this one already.

[Traveling Man @JoeBuckI812]

@EricLDaugh @JimWalshLD19

[Traveling Man @JoeBuckI812]

@itsmichaelluu Are you still anticipating a pullback in the market after the new Fed chair takes office?

[Traveling Man @JoeBuckI812]

@SpaceX Yuma Arizona, great weather for predictable launches and they are already in the early stages of the permitting process for building a spaceport

[Michael | Hypermarkets @itsmichaelluu]

In February 2018, SPY dropped -4.1% the day Jerome Powell took over the US Fed.

Every new Fed Chair transition → markets react negatively Day 1.

3 reasons why:

1. Policy uncertainty = risk off
New chair = unknown stance on rates, liquidity, inflation.

2. Repricing of expectations
Markets front-run what they think the new regime will do.

3. Positioning unwind
Funds de-risk → short-term pressure → forced selling.

Remember, I'm sharing this with you so have a massive chance to buy the dip! Look at the DATA here ⬇️

[Traveling Man @JoeBuckI812]

@itsmichaelluu @SuperLuckeee Thanks!

[Esther & Michael @SuperLuckeee]

POET spiked from $0.80 to $15+ so far 18000%

And these photonics companies are the REAL bottlenecks for AI.

BOOKMARK this CHEATSHEET to help you with their price targets ⬇️

[Traveling Man @JoeBuckI812]

@itsmichaelluu Thanks

[Michael | Hypermarkets @itsmichaelluu]

In 2 years, POET grew 18000% from $1 to $16 so far.

When POET was trading at $4, I said, "This is the NEXT AMD" in AI. No one listened.

Here's my favorite 14 photonics AI stocks to focus on:

1. AEHR | Aehr Test Systems (~$96)
Tests photonic burn-in every hyperscaler order runs through them.

Buy zone: $60–$70

2. AAOI | Applied Optoelectronics (~$163)
800G/1.6T transceiver wins with MSFT backlog accelerating fast.

Buy zone: $80–$90

3. LITE | Lumentum Holdings (~$881)
$2B NVIDIA deal. OCS backlog sold out through 2027.

Buy zone: $550–$600

4. CIEN | Ciena (~$520)
WaveLogic 6 DSP dominates. 45% backlog surge signals runway ahead.

Buy zone: $300–$300

5. MRVL | Marvell Technology (~$163)
Custom AI ASICs + optical DSP NVIDIA $2B partnership confirmed.

Buy zone: $100–$120

6. GLW | Corning (~$175)
Fiber monopoly. $6B Meta deal funds AI data center buildout.

Buy zone: $120–$130

7. COHR | Coherent Corp (~$340)
Deepest optical platform. Book-to-bill above 4x — capacity constrained.

Buy zone: $220–$230

8. MTSI | MACOM Technology (~$288)
LPO tech cuts DSP cost. 3.2T roadmap positioned for next cycle.

Buy zone: $220–$230

9. FN | Fabrinet (~$720)
Manufactures for everyone optical foundry with zero customer drama.

Buy zone: $480–$500

10. CRDO | Credo Technology (~$195)
201% YoY revenue growth. DustPhotonics deal adds silicon photonics IP.

Buy zone: $90–$100

11. VIAV | Viavi Solutions (~$45)
Hidden alpha. Test infrastructure every optical vendor relies on.

Buy zone: $25–$30

12. AXTI | AXT Inc (~$76)
InP wafer chokepoint. $60M backlog. Doubling capacity by end-2026.

Buy zone: $40–$45

13. LWLG | Lightwave Logic (~$15)
EO polymer tech could replace lithium niobate. 4 Fortune 500 design-wins.

Buy zone: $7–$8

14. POET | POET Technologies (~$16)
Optical interposer on a single chip. Marvell order = first real commercial signal.

Buy zone: $6–$8

Remember, LWLG and POET are early-stage plays on a real AI bottleneck: moving data faster and more efficiently inside data centers.

LWLG is developing polymer-based optical tech that could outperform current materials with lower power and higher speed.

POET is building integrated optical chips that simplify and reduce the cost of high-speed data transmission.

These stocks can both hit $100+ in less then 2 years but it will require strong adoption, major partnerships, and a continued AI-driven market rally.

♻️ RESHARE this post and reply with 1 comment for my trading strategy for FOMC on April 29.

[Michael | Hypermarkets @itsmichaelluu]

SPY is back at 707 and positioning has flipped from bullish expansion to fragile / negative gamma.

Here’s the clean read.

Net GEX is now -275.98M.

This is a major shift. Dealers are no longer long gamma. They are now closer to short gamma which means they sell dips and sell rips less, and volatility can expand.

This creates one thing:

A more directional, faster market.

708–709 is now the dominant resistance zone.

You can see heavy negative GEX stacked there. This becomes your ceiling and rejection area.

Below, 700–702 is your key support band.

There is still some structure there, but it’s weaker now. If this breaks, downside can accelerate quickly.

Above, 712–715 is still the next upside zone.

But with negative gamma building, price will need real momentum to reclaim and hold those levels.

Three scenarios:

Most likely: increased volatility, range between 702–708 with rejection at highs.

Bull case: reclaim 709–710, then push into 712–715.
Bear case: lose 702 and especially 700, quick move down to 697–695.

Key levels:
Support: 702–700
Resistance: 708–709

What’s different now:

We’ve shifted from controlled bullish trend to unstable, higher volatility conditions.

This is no longer a smooth grind higher.

Best setups:

Short failed moves into 708–709 if it rejects.
Or wait for a clean reclaim above 709–710 for upside continuation.

Avoid random entries in the middle. This is now a reaction market.

708 is resistance.
700 is the line in the sand.

Let me know if this helps by ♻️RESHARING this post and making 1 comment! Thanks.

[Traveling Man @JoeBuckI812]

@m3_melody Thanks Melody

[Traveling Man @JoeBuckI812]

@adamtaggart Sorry to hear Adam, have you looked into peptides to help?

[Traveling Man @JoeBuckI812]

@leadlagreport Yikes! USD/JPY over 160!