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]

@OG_PViews Thanks Mike 🙏🏻

[Temple 8 Research @Temple_Eight]

I've been calling it the eye of the hurricane.

[Moody @MoodyWriter13]

It feels like the moments before a tsunami.

Capital is being pulled out of many assets and concentrated into a single focal point. At the same time, volatility is declining, and the markets appear calm.

Before a tsunami, the sea recedes. For a brief moment, everything seems peaceful. Only later do people realize that the silence was not relaxation, but tension.

The IPO tsunami may be just around the corner. The warning signs are there: declining volatility, concentrated capital flows, and a growing appetite for risk.

And one thing I know: I have never heard of a good tsunami.

[Temple 8 Research @Temple_Eight]

@OG_PViews No background in tech but I've been learning everything I can about semis and AI. I learn something new each day.

[Temple 8 Research @Temple_Eight]

@OG_PViews I've been trading and actively investing in the markets since 2008 so I started off during 'the' bear market.

[Temple 8 Research @Temple_Eight]

@OG_PViews Regarding the Fall from Grace. The unemployment part is the only thing that needs to fall into place for it to really kick off it needs to rise to 4.8% and above.

[Temple 8 Research @Temple_Eight]

@OG_PViews I think it'll be the bond market will ultimately causes everything to blow up. Private credit, CRE, AI and The real economy will all be collateral damage.

[Temple 8 Research @Temple_Eight]

@OG_PViews I'm releasing a follow-up piece before the end of the month.

[Temple 8 Research @Temple_Eight]

@OG_PViews 40% on the broad index a lot more on the NASDAQ and more still on the Korean indexes. A lot of high flying names concentrated in AI will be down 60-70%

[Temple 8 Research @Temple_Eight]

@OG_PViews I'm looking for a crash my friend not a correction.

[Temple 8 Research @Temple_Eight]

@OG_PViews If everyone's worried and bearish you know it's not the top yet.

[Temple 8 Research @Temple_Eight]

@OG_PViews Q3 could be the topping process over 3 months them q4 decline

[Temple 8 Research @Temple_Eight]

@OG_PViews I still still think we have until August unless oil were to spike up.

[Temple 8 Research @Temple_Eight]

@BhattiLaib9960 Is this a joke? Karen rage bait?

[Temple 8 Research @Temple_Eight]

@boring_invest Also agree.

[The Maverick of Wall Street @TheMaverickWS]

Meta will be forced to sell shares next
$META

[The Boring Investor @boring_invest]

$MXL 👀

[Temple 8 Research @Temple_Eight]

@Luigi1549898 @boymanrobshit @TheMaverickWS If credit is stretched and Google needs to dilute shareholders even further and they are the cash flow king. It doesn't bode well for for other players in space especially if there is a slowdown or unforseen hiccups that delay revenue.

[Temple 8 Research @Temple_Eight]

This is an extremely bearish signal, as @TheMaverickWS pointed out. Is Google with the strongest cash flows need to borrow what is going to happen to Oracle and everyone else down the line when they need liquidity? Then you have the US Treasury competing for liquidity with massive bond issuance coming in the second half to refinance the short term debt Janet Yellen issued near zero.
We're not far from a top & the risks are mounting.

[Temple 8 Research @Temple_Eight]

You seem to think that tech development overrides real-world factors like credit & infrastructure build out.. Have you ever stopped to think about the fact that people are becoming less friendly to the idea of data centers being set up near them. Have you considered the politics and push back and how that could delay the build out?

[Temple 8 Research @Temple_Eight]

I have timed many tops since 2019. You can read it whatever way you like or you could read my sub stack and find out exactly what I think it's all written there recorded.. It doesn't bother me how many people I offend with this post. I know my subscribers will be grateful not to hold through a 40-50% or more haircut on their portfolio.

[Temple 8 Research @Temple_Eight]

@Luigi1549898 @boymanrobshit @TheMaverickWS Is the cost of building the infrastructure that produces compute halving every 3 months as well?