Ken

[Coin Bureau @coinbureau]

🚨MEMORY GIANTS FACE CALSS-ACTION LAWSUIT OVER ARTIFICIALLY CREATING A GLOBAL MEMORY CRISIS

Samsung, Micron, and SK Hynix have been hit with a Federal Class-Action lawsuit alleging they coordinated DRAM production cuts since 2022 while shifting capacity toward higher-margin AI memory, squeezing conventional supply and sending RAM prices soaring.

Together, the three companies control over 90% of the global DRAM market, with plaintiffs alleging their strategy helped drive commodity memory prices up by roughly 700% over the past four years.

[Coin Bureau @coinbureau]

📈JUST IN: AI CHIP STOCK CEREBRAS JUST HAD ITS BIGGEST RALLY IN HISTORY

Cerebras $CBRS surged +19% today to $216, marking its BIGGEST gain since going public.

CBRS lost more than 50% from its IPO-day high, with the stock now recovering roughly 30% of that crash.

The rebound appears to be driven by bargain-hunting, as investors refocus on strong AI demand.

[Ken @Ken_Cirrustrade]

$MU

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Foreign US Treasuries held in Fed custody are down to $2.68 trillion, the lowest since 2012.

This measures the value of US government bonds held on behalf of foreign governments, central banks, and other international institutions through accounts at the Federal Reserve.

Since March 2025, Treasury holdings of foreign institutions have declined by -$265 billion.

The drop accelerated since the start of the Iran War, with holdings falling ~$120 billion in just 3 months.

By comparison, Treasuries held in custody at the Fed peaked at $3.14 trillion in March 2021.

This comes as foreign central banks and governments have sold Treasuries to raise US Dollars to prop up their currencies against the inflationary pressures of surging oil prices.

Foreigners are reducing their exposure to US government debt.

[Justin Banks @RealJGBanks]

🚨 IF YOU MISSED THE MEMORY TRADE...

Now the rotation is into the bottlenecks:

Memory:
$MU $WDC $SNDK

Interfaces:
$RMBS $SIMO

Packaging:
$AMKR $ONTO $FORM

Testing:
$KLAC $TER $AEHR

Data Movement:
$MRVL $CIEN $POET $LWLG

Power:
$POWI $NVTS $WOLF

Small Caps:
$GSIT $NLST $OSS $LPTH

[Ken @Ken_Cirrustrade]

$LITE

[Justin Banks @RealJGBanks]

THE PHOTONICS ROTATION

Almost nobody is watching photonics.

As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure.

Here are 15 names positioned for it:

1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand.

2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion.

3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity.

4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales.

5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity.

6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand.

7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers.

8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure.

9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules.

10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production.

11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers.

12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient.

13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand.

14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems.

15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster.

Most people won’t care until these are already up 100%.

[Shay Boloor @StockSavvyShay]

THE SUPER BOWL OF EARNINGS IS NEXT WEEK

• Monday | $AMKR, $CDNS
• Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH
• Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC, $VKTX, $VIAV
• Thursday | $AAPL, $RDDT, $RBLX, $ZETA, $RIVN, $SNDK, $WDC, $ROKU, $FSLR, $TEAM, $AXTI

[SensaMarket @sensa_market]

Top 3 Dividend ETFs

[Justin Banks @RealJGBanks]

$75B is going into drones + autonomous warfare in 2027.

Yet $AVAV + $KTOS + $ONDS + $OSS are still only at 35B market cap.

If the market prices them at $100B combined:

$AVAV $210 -> $600
$KTOS $70 -> $200
$ONDS $11 -> $45
$OSS $10 -> $40

These are still cheap per MC

[Justin Banks @RealJGBanks]

BREAKING: THE U.S JUST ANNOUNCED A
$1.5T DEFENSE BUDGET

Here are the top 15 names to benefit:

1. $PLTR - Palantir
2. $AVAV - AeroVironment
3. $KTOS - Kratos
4. $RKLB - Rocket Lab
5. $ASTS - AST SpaceMobile
6. $PL - Planet Labs
7. $ONDS - Ondas
8. $OSS - One Stop Systems
9. $LMT - Lockheed Martin
10. $NOC - Northrop Grumman
11. $HII - Huntington Ingalls
12. $GD - General Dynamics
13. $MP - MP Materials
14. $LHX - L3Harris
15. $RTX - RTX

[Earnings Whispers @eWhispers]

Q1 2026 Earnings Season

https://t.co/My2Eq16qS8

$MSFT $TSLA $AAPL $UNH $AMZN $PLTR $NVDA $SNDK $SOFI $META $NOW $INTC $HOOD $AMD $GOOGL $CLF $ISRG $VRT $LRCX $IBM $ALK $GE $HIMS $SHOP $NOK $LITE $GEV $RTX $CRWV $CLS $COF $DIS $BA $UAL $BE $BOH $NU $IBKR $IONQ $LMT $APH $ALAB $FSLY $STX $VZ $WDC $T $TER $TXN $CVX

[Lin @Speculator_io]

The SpaceX IPO will ignite a trillion-dollar space race.

𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
$RKLB Rocket Lab
$SIDU Sidus Space
$FLY Firefly Aerospace
$RDW Redwire Space
$LUNR Intuitive Machines
$MDA MDA Space
$VOYG Voyager Space
$YSS York Space Systems
$SPCE Virgin Galactic
$FJET Starfighters Space

𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
$ASTS AST SpaceMobile
$GSAT Globalstar
$SATS EchoStar
$IRDM Iridium Communications
$ETL Eutelsat
$TSAT Telesat
$GILT Gilat Satellite Networks
$VSAT Viasat

𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴
$PL Planet Labs
$GSAT Globalstar
$SATL Satellogic
$BKSY BlackSky Technology
$SPIR Spire Global

𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀
$CRS Carpenter Technology
$MTRN Materion
$HXL Hexcel
$ATI ATI
$GLW Corning
$PKE Park Aerospace

𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲
$RTX RTX Corporation
$LMT Lockheed Martin
$KTOS Kratos Defense & Security
$VOYG Voyager Space
$LHX L3Harris Technologies
$NOC Northrop Grumman
$BA Boeing
$AIR Airbus
$HO Thales

𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀
$TDY Teledyne Technologies
$APH Amphenol
$KRMN Karman Space
$RBC RBC Bearings
$PH Parker Hannifin
$AME AMETEK
$GHM Graham
$HEI Heico
$DCO Ducommun
$ATRO Astronics
$TDG TransDigm

[Earnings Whispers @eWhispers]

#earnings for the week of April 20, 2026

https://t.co/My2Eq16qS8

$TSLA $UNH $INTC $NOW $VRT $ISRG $IBM $LRCX $CLF $NOK $GE $GEV $ALK $BA $UAL $T $RTX $BX $COF $DOW $FCX $LUV $TXN $TCBI $STM $IBKR $LMT $HXL $HBAN $EQT $ELV $AXP $BSX $AAL $CSX $BOH $CB $KDP $NLY $MMM $PG $WRB $RRC $PM $NEM $LVS $INFY $EWBC $EBC $DHI

[Sandeep Anand @SanCompounding]

🚀 Buying this AI basket like an ETF and forget next 2 years is a good idea

1 $MRVL $67B Optical Switch/Chips
2 $TSM $1.6T Fabless capacity
3 $CIEN $61B Optical Transceivers
4 $COHR $57B Optical Transceivers
5 $LITE $40B Optical Transceivers
6 $CRDO $19B Optical /AIBConnect
7 $DRAM NA Memory ETF
8 $AAOI $10B Optical Transceivers
9 $VIAV $8.3B Optics Test/MFG
10 $CRWV $53B Hyperscaler
11 $AVGO $1.7T ASIC Chips
12 $AXTI $3.5B Optical Materials
13 $NBIS $25B Neocloud
14 $ALAB $0.7B AI Interconnect
15 $NET $58B EDGE AI

[Justin Banks @RealJGBanks]

TOP 12 NAMES FOR AI OPTICS/PHOTONICS TRADE

Core names:
$LITE $COHR $AAOI $FN $MRVL $AVGO $ANET $GLW

Sleepers:
$AEHR $TSEM $POET $LWLG

AI needs cables, lasers, and networks to move all that data.

These are the companies building it.

[Justin Banks @RealJGBanks]

Everyone screaming “buy the dip.”

I’m waiting for the real panic.

If we get a major correction, these are the levels I’ll be loading:

$MSFT: $290
$AMZN: $175
$META: $450
$NVDA: $115
$GOOGL: $220
$AAPL: $200
$TSLA: $280

You can’t be afraid to buy into the fear.

[Evan @StockMKTNewz]

Nvidia $NVDA CEO Jensen Huang and Micron $MU CEO Sanjay Mehrotra

[Earnings Whispers @eWhispers]

#earnings for the week of March 16, 2026

https://t.co/My2Eq16qS8

$MU $BABA $RCAT $OKLO $LULU $PL $DLTR $ACN $FDX $GIS $LUNR $DOCU $SMTC $WSM $AGRO $ARCO $M $FLY $VNET $FIVE $CAL $ALVO $ATAT $AVAH $HQY $SAIC $BEKE $CATX $CSIQ $CTMX $DLO $JBL $DRI $XPEV $PLBY $PRSO $FPS $IDN $TCEHY $GRWG $BTM $SAIL $SIG $DLTH $TITN $LE $AGEN $ABEO $ANDG

[Justin Banks @RealJGBanks]

BREAKING: $PLTR partners with $ONDS

With Iran war escalating, AI defense and autonomy stocks are heating up fast

These sectors are the ones you don’t miss:

AI / SOFTWARE
$PLTR - Palantir
$AI - C3ai
$BBAI - BigBearai

DRONES / AUTONOMY
$ONDS - Ondas
$AVAV - AeroVironment
$KTOS - Kratos
$RCAT - Red Cat

SPACE / COMMS
$RKLB - Rocket Lab
$ASTS - AST SpaceMobile
$LUNR - Intuitive Machines
$IRDM - Iridium

DEFENSE TECH / SENSORS
$LHX - L3Harris
$TDY - Teledyne
$COHR - Coherent
$LITE - Lumentum

AERO / DEFENSE
$BA - Boeing
$RTX - RTX
$NOC - Northrop
$LMT - Lockheed Martin