Jeremy

The Investment Markets, History, and the Sciences Interest Me.

[Jeremy @RestlessHopes]

@bri8trose Probably the same thing that covers the moon every month ~

[Jeremy @RestlessHopes]

@CrisLee99 Yellow

[Jeremy @RestlessHopes]

@market_sleuth You're a Good Man. Your girls are blessed to have such a Loving Father ~

[John @market_sleuth]

It was a holy candle ☺️🔽

[Jeremy @RestlessHopes]

@TheValueTrade XPEV IREN NVDA

[WOLF @WOLF_Financial]

The critical rare earth minerals powering the AI data center boom

[The Long Investor @TheLongInvest]

The universe is made up of patterns that are constantly repeated in every aspect of life

- Da Vinci knew this
- Tesla knew this
- Fibonacci knew this

Human behaviour can be measured by their habits

Because we are obsessed with routine

[Coin Bureau @coinbureau]

🚨BREAKING: Hyperliquid now trades MORE oil, gold, and silver than crypto.

Combined HIP-3 open interest surpassed $1.5 BILLION, an all-time high.

The platform is processing more volume in tokenized commodities than digital assets.

The 24/7 advantage is pulling volume from traditional exchanges.

[Evan @StockMKTNewz]

Crude Oil volumes through the Strait of Hormuz visualized

[Jeremy @RestlessHopes]

@Lee_Lichterman Also interesting - all of the news/noise on natural gas today and the past couple weeks. Market does not care. Supply/Demand issues? Energy/Manufacturing issues? I must be missing something here in Nat Gas. Uranium and Lithium I guess are not needed either. Maybe I'm early?

[Peter Mallouk @PeterMallouk]

The stock market is the opposite of a casino. The longer you play, the higher the odds you win.

[JLoc @JohnLoc18]

It’s freaking hard and exhausting.

[WOLF @WOLF_Financial]

On this day in 2002 SpaceX was founded by Elon Musk in El Segundo, California

[Jeremy @RestlessHopes]

@Mr_Derivatives Looks like could go either way. But 350 looks real nice ~

[Peter Wu @PeterWuTW]

The only shipping route that matters for the global economy right now.

🚢📉 #StraitOfHormuz #Geopolitics

[Shay Boloor @StockSavvyShay]

Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.

CPO helps address that by bringing optics closer to the chip, improving speed & efficiency as AI clusters scale. The supply chain behind it looks like this:

• $GLW the glass & fiber backbone the entire optical stack runs through
• $CRDO, $AVGO, $MRVL the DSP chips that process & clean high-speed signals
• $LITE, $COHR, $AAOI the optical modules & lasers that generate & transmit light at the physical layer
• $AXTI the specialty materials behind the compound semiconductors used in laser sources
• $TSM, $INTC, $GFS, $TSEM the packaging layer where optics & silicon are co-integrated & where manufacturing gets hardest
• $CIEN, $CSCO the networking systems layer that routes optical signals across data centers & wide-area networks
• $FN the precision assembly layer that turns packaged components into deployable modules
• $MTSI, $AVGO, $INTC the translation layer between compute & photons

[Jeremy @RestlessHopes]

@JavierBlas I agree. I used to design solar, wind, and energy storage systems. Calculating energy demands vs energy storage space availability. Customers learned to habitually save energy, cutting back 35-40% of wasteful energy usage. But it is everywhere. Notice how cold stores are. 🤑

[Konsensus 📚 @KonsensusN]

See you in 2026 🫡

[James Lavish @jameslavish]

Good morning.

The 20 millionth Bitcoin was mined yesterday. This means that 95% of all Bitcoin that will ever exist is now in circulation, and it will take 114 years to mine the remaining 5%. No other asset on earth works like this.

Have a great day.