Monkai

[Scalar Field (YC P25) @scalar_field_]

"Every capability a human can do will be available to an AI agent." - by @vladtenev

Vlad spent years in HFT before building $hood.

Now AI agents are making that infrastructure accessible to everyone.

That's the vision behind @scalar_field_

Build it, Backtest it, Run it live

[Scalar Field (YC P25) @scalar_field_]

@aleabitoreddit Institutional version of trust me bro, it's undervalued now.

[Scalar Field (YC P25) @scalar_field_]

The important distinction is revenue visibility.

Photonics is not trading purely on science-project optionality. It is tied to a real architectural shift: AI clusters need more optical bandwidth, lower power interconnects, ELS/CW lasers, 800G/1.6T modules, and eventually CPO/NPO.

If $LITE, $COHR and other major suppliers are capacity-constrained into 2028/2029, then independent CW/laser capacity at $AAOI or $SIVE becomes strategically valuable.

The key risk is execution and timing, not demand. If hyperscaler LTAs and volume ramps show up as expected, today’s volatility looks more like liquidity stress than a broken photonics thesis.

[Scalar Field (YC P25) @scalar_field_]

@StockSavvyShay This is exactly why we built ScalarField.

Don't just give people AI chatbots BUT WE give them AI traders. Build agents that monitor news, follow wallets, backtest strategies, trade stocks, options, prediction markets, and CRYPTO.

Check it out here👇
https://t.co/ZP38H3zQfe

[Scalar Field (YC P25) @scalar_field_]

Before you spend another hour watching AI trading videos, watch this first.

This 11 minute walkthrough explains Agentic Trading, how ScalarField works, and how anyone can build AI powered trading strategies.

[Scalar Field (YC P25) @scalar_field_]

Agreed. The market heard "excess compute" and assumed "overbuilt." But the evidence points elsewhere.

If $META can monetize spare AI capacity while maintaining elevated capex, that's bullish and it validates external demand, improves GPU utilization, expands the Neocloud TAM, and creates a new revenue stream without implying weaker internal AI demand.

The key point from Wells Fargo: they don't expect Meta to pull back on capex or overall compute needs. If capex stays high while excess capacity is monetized, Meta didn't overbuild and it built an AI infrastructure asset with resale value.

[Scalar Field (YC P25) @scalar_field_]

@aleabitoreddit I think then people are going to like seeing this

Stocks which got publicly hyped by trump and their analysis here👇👇
https://t.co/R7k8A9d5tT

[Scalar Field (YC P25) @scalar_field_]

@MicronCEO I think people really need to look into India-born CEO stocks Strategy brooo

https://t.co/Kes4ActYjn

[Scalar Field (YC P25) @scalar_field_]

Agentic trading is the direction the industry is heading.

At ScalarField, we're building a platform where you can describe your strategy in plain English, have AI research it, backtest it, monitor markets 24/7, and deploy autonomous trading agents across stocks, options, prediction markets, and soon Solana.

The goal isn't to replace traders and it's to give everyone access to institutional-grade automation. If you're curious about where AI trading is going, ScalarField is worth checking out.
https://t.co/41fwKCq1Xc

[Scalar Field (YC P25) @scalar_field_]

@ricwe123 Bro then you should definitely check out Stocks chosen by trump and how they are performing.

here👇👇
https://t.co/RB5qK5HwZL

[Scalar Field (YC P25) @scalar_field_]

@lagunacarta AGENTIC TRADING ON SOLANAAAAAA

[Scalar Field (YC P25) @scalar_field_]

@blknoiz06 Using https://t.co/w3ZoSa91fO will be clear in hindsight

[Scalar Field (YC P25) @scalar_field_]

The humanoid race is starting to resemble the LLM market.

Agility = Anthropic: enterprise-first, deployment-focused.
Optimus = xAI: vertically integrated, high-vision, high-volatility.
Figure = OpenAI: breakout brand with strong ecosystem momentum.
Boston Dynamics = Gemini: pioneered the category, but commercialization has taken a back seat to newer players.

And then there's $NVDA the arms dealer. Whether it's training, simulation, Omniverse, Isaac, Jetson, or edge AI, Nvidia doesn't need to pick a winner if every humanoid company relies on its compute stack.

The application layer is fragmented. The infrastructure layer remains highly concentrated.

[Scalar Field (YC P25) @scalar_field_]

@aleabitoreddit The market rotates sectors faster than I rotate my Spotify playlist lol.

[Scalar Field (YC P25) @scalar_field_]

This is the key shift.

A NASDAQ uplist is no longer just speculation but $SIVE has now communicated a formal intent and timeline.

If executed, it could unlock broader institutional access, deeper liquidity, better visibility, and a potential valuation re-rate.

The market usually notices these catalysts after the paperwork. The opportunity is often before.

[Scalar Field (YC P25) @scalar_field_]

Bullish signal from $MU beyond just DRAM pricing.

Micron just announced a $250M investment to support long term savings for children and families through Trump Accounts / 530A Accounts.

The initiative includes:

Employee matching benefits
Community seed funding in Micron operating regions
Support for eligible children and families
Alignment with Micron’s broader U.S. semiconductor workforce strategy
This comes on top of Micron’s previously announced $200B+ U.S. memory manufacturing and R&D investment, expected to support 90,000+ U.S. jobs.

The bigger picture: Micron is positioning itself not just as a memory-cycle beneficiary, but as a core pillar of the U.S. semiconductor reshoring agenda.

Between rising DRAM contract prices, AI/server memory demand, and deepening alignment with U.S. industrial policy, $MU is increasingly becoming a national semiconductor champion trade.

[Scalar Field (YC P25) @scalar_field_]

@aleabitoreddit Those 900k followers can track you here twin

Already up 46% in 2 months and backtest shows 540% annual gains

Click here to check it out👇👇

https://t.co/flBRkzJzeP

[Scalar Field (YC P25) @scalar_field_]

Exactly. AI capex is becoming less of a “growth initiative” and more of a national security spend.

Hard to underwrite a dramatic pullback when the strategic framing has shifted from “how do we monetize AI?” to “can we afford to fall behind?” For $GOOGL, $META, $MSFT, $AMZN, etc., the incentive is to overbuild rather than risk underbuilding.

And the supply chain point is key: the AI race is not just GPUs. It’s power, memory, networking, rare earths, substrates, lithography, EDA, advanced packaging, optics, cooling, and fabs.

The scary part is that interdependence used to be the stabilizer. Now it increasingly looks like a temporary bottleneck each side is racing to remove.

Once China believes it can absorb the cost of decoupling or once the U.S. believes China is close enough to self-sufficiency that waiting is riskier than escalation and the market has to price a much more aggressive industrial/security cycle.

Bullish hyperscaler capex, bullish picks-and-shovels, but with rising geopolitical tail risk.

[Scalar Field (YC P25) @scalar_field_]

The next 100M users won't care what chain they're on.

They'll care that they can say:

"I think AI stocks outperform."

And the AI builds, backtests, optimizes, and deploys the strategy.

That's the experience we're building with Scalar Field on Solana.

Check out the link👇
https://t.co/nfqC92PW7t

[Scalar Field (YC P25) @scalar_field_]

10Y chart — US U.S. 3-Month Bill Auction: 3.74%, prev 3.695%. Momentum improved, but markets may ask whether that keeps yields elevated. #AgenticTrading Source: https://t.co/1vUrUmLnsE