OsmY91 ♦️🇨🇺

Blogger en #Hive.

[OsmY91 ♦️🇨🇺 @OsmY91]

@Barcelonismos No

[Justin Banks @RealJGBanks]

$CRWV JUST CONFIRMED THE AI SUPERCYCLE ROADMAP.

You must learn to FOLLOW the capital if you want to RETIRE early.

This is exactly why I keep showing you where capital flows NEXT. KEEP THIS.

CRWV just reported:

$2.58 BILLION revenue
+122% YoY growth
$104 BILLION revenue backlog
$25 BILLION+ in new customer commitments already in Q3

While most are still chasing semiconductors after massive runs.

The next wave of capital is pouring into:

Data Centers: $NBIS $IREN $RIOT $APLD
Networking: $ANET $MRVL
Photonics: $LITE $COHR $AAOI
Power: $VRT $CEG $VST $OKLO

We will be positioned before the next rotation becomes obvious.

[AOI @AppliedOpto]

AOI delivers its fifth consecutive quarter of record revenue — and returns to non-GAAP profitability.
📈 Q2 2026 highlights:
• Total revenue reached $191.9M, up 86% YoY and 27% Q-Q
• Data center revenue surged to $107.7M, increasing 140% YoY
• CATV revenue grew to a record $80.6M, up 44% YoY and 21% Q-Q
• 800G revenue more than doubled sequentially and grew more than 10x year-over-year

These results reflect accelerating demand across our business and strong momentum heading into Q3, where we expect revenue of $255–$290M — approximately 130% growth year-over-year at the midpoint.

Read the full earnings news here (https://t.co/y08KUFLZZ3)

#AOI #Earnings #DataCenter #CATV #Growth #TechIndustry #QuarterlyResults

[The Earnings Correspondent @earnings_guy]

$AAOI (Applied Optoelectronics) #earnings are out:

[OsmY91 ♦️🇨🇺 @OsmY91]

@CaesarCapitalz Tranquilo mi posición es 180 😅😅😅 Esto es una locura no la quiero ni mirar jjj

[OsmY91 ♦️🇨🇺 @OsmY91]

@lautarodeIcampo España 2-0 Argentina Yamal, Olmo

[OsmY91 ♦️🇨🇺 @OsmY91]

@_90TM España 2-0 Argentina

[OsmY91 ♦️🇨🇺 @OsmY91]

@_90TM España 3-1 Francia

[Alexander Whitmore @AIexander204]

Layer 1: Data centers
$CRWV - $IREN- $ORCL
Top pick: $NBIS

Layer 2: Connectivity
$AOI- $ALAB - $LITE
Top pick: $CRDO

Layer 3: Energy
$OKLO - $FLNC - $EOSE
Top pick: $BE

Layer 4: Supply Bottlenecks
$AXTI - $IQE - $COHR
Top pick: $WOLF

Layer 5: Thermal Management -
$NVT - $MOD - $PH
Top pick: $VRT

[Paul Young @PaulYoungX]

🚨 BREAKING : Google Gemini peut désormais analyser n'importe quelle action comme un analyste de Wall Street (gratuitement).

Voici 10 prompts Gemini dingues qui remplacent les terminaux Bloomberg à 4 000 $/mois :

(Sauvegarde ça 🔖, tu en auras besoin)

[Raúl | Productividad & IA @Raul_IA_Prod]

Odio revelar esto...

Pero...

Estos 10 prompts ocultos para Claude te permitirán analizar al instante el sentimiento del mercado, las narrativas y el momentum... completamente GRATIS

Da la sensación de hacer trampa

[OsmY91 ♦️🇨🇺 @OsmY91]

@RealMoneyMakker Recomienda uno para análisis fundamental o macro economía para trading

[OsmY91 ♦️🇨🇺 @OsmY91]

@IbaiLlanos Noruega 2-0
Suecia 2-1
México 1-0

[high cagr @HiCagr]

https://t.co/pkUxTWB1mH

[InvestmentGuru @InvestmentGuru_]

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.

PURE-PLAY QUANTUM

$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.

$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.

$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.

$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.

$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.

$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.

$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.

BIG TECH

$IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here.

$GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in.

$MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era.

$AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today.

$NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of.

$INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important.

$HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard.

$BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum.

SEMICONDUCTOR & INFRASTRUCTURE

$GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows.

$MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack.

$AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system.

$TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM.

$ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production.

QUANTUM NETWORKING / OPTICAL / SECURITY

$CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there.

$NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle.

$LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined.

$AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously.

$COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

[OsmY91 ♦️🇨🇺 @OsmY91]

@DollarCostAvg Goooo 🚀🚀🚀

[OsmY91 ♦️🇨🇺 @OsmY91]

@roberto_ruarte Ebook

[Justin Banks @RealJGBanks]

I have made over a MILLION in the last 2 MONTHS

My SECRET is having a watchlist for each sector to catch rotations EARLY

HERE IS THE SECTOR ROTATION WATCHLIST:

Memory: $MU $SNDK $WDC $STX

Semis: $NVDA $AMD $ARM $INTC

Networking: $AVGO $MRVL $CRDO

Photonics: $AAOI $LITE $COHR $NVTS $GLW

Infrastructure: $DELL $SMCI

Data Centers: $IREN $CIFR $APLD $NBIS

Software: $MSFT $NOW $SNOW

Defense: $PLTR $KTOS $AVAV

Drones: $ONDS $DPRO $UMAC

Robotics: $OUST $SYM $TSLA

Space: $ASTS $RKLB $RDW $LUNR

Quantum: $IONQ $QBTS $RGTI

Nuclear: $OKLO

Fintech: $HOOD $SOFI $AFRM

Copper: $FCX $SCCO $TECK

Autonomous: $JOBY $ACHR

[OsmY91 ♦️🇨🇺 @OsmY91]

@emirmalte 2-2 😉

[Nezih Gökay @nezih_gokay]

ÇOK GÜZEL BİR MİKRO HİSSE BULDUM 2 - ABD

Nvidia ve Google’ın milyarlarca dolar harcadığı o büyük duvarı yıkmak üzereler. Sessizce kuantum devrimini başlatan 5 dolarlık o ilginç hisse $QXL

Herkes klasik yapay zeka çiplerine odaklanmışken arka planda geleceğin bilgi işlem altyapısını kuran ve son 3 ayda %150’nin üzerinde ralli yapan çılgın bir teknoloji şirketi var.

🔵Şirket, tescilli atom soğutma teknolojisine sahip 50+ fiziksel qubit nötr-atom kuantum bilgisayar platformunu resmi olarak fırlattı. Geliştirdikleri derin trafo dekoderi yapay zeka mimarisiyle 2027’nin ilk yarısına kadar binlerce qubitlik modüler bir altyapıya ulaşmayı hedefliyor.

🔵Geçtiğimiz haftalarda Google Quantum AI'ın halka açık deneysel yüzey kodu veri setini kendi Kuantum Hata Düzeltme Trafosuna başarıyla entegre ettiler. Kuantum bilgisayarların en büyük problemi olan hata oranlarını yapay zeka ile gerçek zamanlı olarak sıfırlamaya çalışıyorlar.

🔵Mayıs 2026 başında özellikle havacılık, savunma ve siber güvenlik sektörlerini hedefleyen yüksek hassasiyetli Kuantum Atom Saati için ABD'de resmi patent başvurusunda bulundular.

Kuantum bilgisayarlar yapay zekanın gidebileceği son sınır çizgisi. Büyük teknoloji devleri bu şirketleri satın almak için sıraya girmeden önce bu canavarı ben radarıma aldım.

(Görsel Midas'tan alınmıştır)