Temple 8 Research

Mapping the 2025-2035 AI Build Out. Focus: AI x Macro x Energy Infrastructure. Institutional-grade Intel for Investors.

[Temple 8 Research @Temple_Eight]

Today we released our write up on Hyperlight, the future photonics powerhouse. It's akin to finding the next Lumentum before it's IPO. They are essentially set to become the "ARM of photonics". We explain in detail why TFLN modulation is the next logical integration in optical interconnects, how much of the $90 billion TAM is available to be captured & how to buy the platform now before the Hyperlight IPO. Link below or in bio.

[Temple 8 Research @Temple_Eight]

@AtlasShrug1 The 3940

[Temple 8 Research @Temple_Eight]

At least the Russell squeaked out a small gain today. $IWM

[Temple 8 Research @Temple_Eight]

@AtlasShrug1 I'm saving up for one like yours, this will be my next purchase.

[Temple 8 Research @Temple_Eight]

@AtlasShrug1 I already have one

[Temple 8 Research @Temple_Eight]

@ZeeContrarian1 Some accounts make a lot of money off of this grift.

[Temple 8 Research @Temple_Eight]

@Christi39963492 @AtlasShrug1 @aviancapital I like the volatility but I get it.

[Temple 8 Research @Temple_Eight]

@aviancapital @AtlasShrug1 No number is too big though when it comes to QE, just adding extra zeros on a screen digitally.

[Temple 8 Research @Temple_Eight]

@tastyliveshow @jam_croissant Hard not to agree.

[Temple 8 Research @Temple_Eight]

@EK192_ @AtlasShrug1 @aviancapital I can't see that happening.

[Temple 8 Research @Temple_Eight]

This may be one of the clearest top signals yet, if true.

[Singularity Research @SingularityRes]

UPDATE: Bubble boi is likely in custody

[Temple 8 Research @Temple_Eight]

@Christi39963492 @AtlasShrug1 @aviancapital If I were the Republicans I would bet more on the Democrats winning to make their voters complacent so less turn out on election night.

[Temple 8 Research @Temple_Eight]

@Christi39963492 @AtlasShrug1 @aviancapital I wouldn't bet on poly market but I wouldn't be surprised if things didn't go exactly to plan. Who knows who is influencing polymarket, we don't know.

[Temple 8 Research @Temple_Eight]

@AtlasShrug1 @aviancapital If Democrats win it's an decision to sell all your stocks and go short the market.

[Temple 8 Research @Temple_Eight]

@AtlasShrug1 @aviancapital I wonder. I'm not entirely sure how the midterms are going to go I'm not as convinced there could be a Democrat sweep.

[Temple 8 Research @Temple_Eight]

The AI build out now it depends on the Democrats losing.

[Polymarket @Polymarket]

JUST IN: House Democrats introduce resolution to ban taxpayer-funded bailouts for AI companies if the industry faces a financial collapse.

[Temple 8 Research @Temple_Eight]

Yes currently, but Trump is actively trying to change that and he wants his stock ownership among everyone, that's why he's trying to bring out the savings plan for infants. I think he'll create a sovereign wealth fund that he's talked about quite a bit as well which will only add to passive flows. I also think universal basic income is much closer than most realize. I think it will be commonplace by 2030.

[Temple 8 Research @Temple_Eight]

I think China is already actively undermining Western AI companies. They are going to commoditize many AI components as they do best. Picking the winners of AI won't be as easy as it has in the past that's for sure. Then there's the risk of theft of models and then released as open source to undermine the frontier labs. Who knows if there will be another deep seek moment right around the corner.

[Temple 8 Research @Temple_Eight]

I think they'll be right in the end but the road to getting there is going to be very rocky.

[QE Infinity @StealthQE4]

$GOOG is totally betting the farm on AI.

These numbers are mind boggling.

They better be right.

Their earnings were a clunker btw.

Missed on revenues and YouTube also missed.

[Temple 8 Research @Temple_Eight]

I do want to own hard assets, but I think you're underestimating the amount of support they will be getting through low rates and then the increase in passive investing through Trump investment programs. The stock market will go up along with hard assets and everything else, it has to.

This is a major reason why Trump wants to get everybody invested in the market as an inflation hedge as they let it run hot. People are far less likely to complain about inflation that they're building wealth in the stock market along the way.

I mean just look at how the stock market reacted with the covid cash, I wouldn't be surprised to see further government handouts again in the future. I think the covid cash was a soft trial balloon of universal basic income.

[Temple 8 Research @Temple_Eight]

@dummerspast39 Yeah good luck I still don't have the argon model on my paid account.. These clowns don't even know how to roll out a model I don't know how they're going to compete.

[Nicholas Mugalli @RealNickMugalli]

@jam_croissant: When the market goes up 10-20% you get a $50T push of new collateral in the markets and that’s what has driven the earnings growth🔥🔥

[Temple 8 Research @Temple_Eight]

@AtlasShrug1 @ThematicTrader Exactly I think it's pretty annoying when they keep saying they can just sell it into the market as if you and I are going to be buying the compute from them and opening up data centers in our homes to heat them during the winter.

[Temple 8 Research @Temple_Eight]

If you look at AI is the new cold war between the US and China you'll realize that the US is not going to let China win, at all costs. Sam Altman among others have been lobbying the US government heavily for the AI backstop, along with Marc Lipschultz of Blue Owl. They know they'll need a backstop by the government to keep this going.

They need the help from the government to bridge the gap so they can eventually get to profitability/self sustainablility which I do believe they'll get to eventually. I'm extremely bullish the technology and I think we're entering an age of unprecedented technological development at speeds we've never seen before. Obviously the real world financial hurdles are going to present a lot of opportunities for us as investors and traders.