Saitama

gym/stocks/cars 📈🚘🌱. Just documenting my stock trading journey

[Saitama @Stacking_platez]

@salomondrin Back to the English vids please Salo!

[Saitama @Stacking_platez]

@blknoiz06 Bwxt? BEP?

[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%.

[Saitama @Stacking_platez]

@ManyBeenRinsed @407ETR I just got a bill over 300$ too😅

[Bluntz @Bluntz_Capital]

great write up on the #uranium thesis, if youve been interested but wanting to learn more, this is a good primer.

[Saitama @Stacking_platez]

$ETH going long here.

[Lark Davis @LarkDavis]

150 years ago, a farmer from Ohio published this chart on when to make money

This chart has proven to be remarkably accurate in the past

It told us to exit the markets in 2007, right before the 2008 crash

Now, it's indicating that 2026 will be the "year of good times" and probably a great time to sell & take profits

Interestingly, Powell's term as FED Chair is also set to expire in May 2026

So, does that mean this cycle extends to 2026, and we'll see Bitcoin hitting $250,000 next year?

Only time will tell!

[Ash Crypto @AshCrypto]

This is MASSIVE for ETH.

$14 trillion BlackRock just launched the first Ethereum Staking ETF with ticker $ETHB.

This is bigger than most people realize.

$IBIT: Bitcoin spot ETF. Zero yield. Just price exposure.

$ETHA: Ethereum spot ETF. Zero yield. Just price exposure.

$ETHB: Ethereum staking ETF. 3% annual yield. Institutional money now earns directly from the blockchain.

This is the first time in history a $10 trillion asset manager is plugging institutional capital directly into a proof-of-stake network and earning rewards from it.

Why this is bullish for Ethereum:

Every dollar flowing into $ETHB removes ETH from circulation and locks it into staking. Less supply. Same or growing demand. Price goes up by basic math.

A 3% annual yield makes ETH compete directly with treasury bonds for institutional allocation. Pension funds and endowments that could never justify holding a zero-yield asset can now justify $ETHB.

BlackRock priced the fee at 0.12% for the first year to capture market share before anyone else launches a rival product. They are building a moat while competitors are still filing paperwork.

Fidelity and Invesco will follow. That is guaranteed. But BlackRock moved first. Again.

[Saitama @Stacking_platez]

@PopoolaAyomiku2 Tobi be good to Masta

[EV @EV_carba]

JP Morgan Triples Rivian Stake in Q4 to Record 22 Million Shares — EV $RIVN via @EV_CARBA
https://t.co/Q7EeMB8hzc

[Saitama @Stacking_platez]

@MarkJCarney get these in Canada asap fam😂

[Ben Geskin @BenGeskin]

Xiaomi YU7 🤤🔥

[Saitama @Stacking_platez]

About time, which EVs are allowed in tho

[Harrison Faulkner @Harry__Faulkner]

BREAKING: Mark Carney slashes Canada's 100% tariff on Chinese EVs and announces that up to 49,000 Chinese electric cars will be imported into Canada with only a 6.1% tariff.

In return, China has agreed to slash tariffs on canola imports from 84% to 15% by March 1.

[Saitama @Stacking_platez]

$ETH $BTC

[Rivian DD @Rivian_DD]

Wall Street has R2 wrong on all three fronts: demand, margins, execution.

Below, I break down the gap between consensus and reality, plus the catalysts that will force a major $RIVN re-rate.

https://t.co/zYSAwW1WVP

[Weary Centurion @weary_centurion]

$JD DEEP DIVE 🧵

The Chinese Amazon priced for failure

[Tom Angell 🌳📰ⓥ @tomangell]

👀👀👀

BREAKING: Marijuana Moment obtained details of the cannabis rescheduling executive order that President Donald Trump will issue this afternoon—including how it addresses hemp and CBD product access.

https://t.co/vIauqqP0dm

[Tony Research @TonyResearch_]

🚨 BUFFETT JUST DROPPED A STERN WARNING: 🚨

HE SAYS GOVERNMENTS ALWAYS END UP DESTROYING THEIR OWN CURRENCIES, AND U.S. POLICY SCARES HIM.

BERKSHIRE IS NOW DEPLOYING $348B INTO JAPANESE YEN.

THE MAN WHO NEVER PANICS IS PREPARING FOR A DOLLAR FALL...

[Saitama @Stacking_platez]

@BigCheds Shark breakdown from 3600 to 3100..? Before it bounced off the WMA200..

[Saitama @Stacking_platez]

@StockTrader_Max Wave 4 cannot overlap wave 1? So the structure is invalid no?