April

Playing the greatest game.

[April @_Lady_Trader_]

@RibeyeJim I hope you do too! Warsh really came through, didn’t he? 🫡😂

[April @_Lady_Trader_]

Did the algos dump chips to buy…$SPCX? 😂

[April @_Lady_Trader_]

Couldn’t trade it today, but great analysis by @alma271828 and @alshfaw! Alma highlighted $VIX buyback, and pre-FOMC retest in her weekly report, and AstroZan’s magical calculations concurred. We salute you, market weezards! 🫡🔮🪄

[April @_Lady_Trader_]

@alshfaw You’re seeing a possible turnaround Tues./ pre-FOMC retest in our future? 🤔

[April @_Lady_Trader_]

The race is on. I need coffees. 🙂🏁🏎️ #photonics #quantum $LITE $COHR $AAOI $MRVL $IBM $GOOGL $NVDA $IONQ $RGTI $QBTS

[TheNewPhysics @CharlesMullins2]

🚨 THE BIGGEST BOTTLENECK IN AI ISN'T COMPUTING POWER ANYMORE IT'S MOVING DATA.

Instead of laying new cables, Chinese researchers have upgraded existing fiber infrastructure by doing two things at once:
Using three wavelength bands (C + L + S) instead of the usual two.
Using four cores inside each fiber instead of one.

Each core acts like an independent highway, and each band acts like an extra lane on that highway. Together, they’ve reportedly increased transmission capacity per core by nearly 50% and overall data throughput by up to 5×.

This matters enormously for AI. Modern AI clusters move terabits of data per second between thousands of GPUs.

The biggest bottleneck is often not the chips themselves, but moving data fast enough between them. If you can push 5× more data through the same physical cables, you can train bigger models faster and reduce network congestion.

Why this is significant:
• It shows multi-core + extended spectrum technology moving from labs into real-world commercial use
• The system has already run over 35 km of existing telecom network
• It could be especially useful for submarine cables and large-scale data center interconnects
• China is also eyeing it for its “Eastern Data, Western Computing” project

The deeper implication:
We’re reaching the physical limits of how much data we can push through single-core fibers using traditional methods. By combining spatial multiplexing (multiple cores) with spectral multiplexing (more wavelength bands), engineers are finding new ways to keep scaling bandwidth without having to dig up the planet to lay new cables.

This kind of breakthrough is quiet but foundational it’s the kind of infrastructure upgrade that will determine how fast AI and cloud computing can actually grow in the coming years.

The future of data movement might not require more cables. It might just require smarter ones.

How important do you think multi-core and multi-band fiber will be for keeping up with AI’s exploding data demands?

Follow for more frontier networking, photonics, and infrastructure technology.

[April @_Lady_Trader_]

@AutismCapital David “Ball” Sacks is a scumbag. I’m w/ Erik on this one.

[Erik Voorhees @ErikVoorhees]

More likely story:

The "jailbreak" wasn't super serious (a situation anyone who has ever received bug reports is familiar with), Anthropic thought the demand to halt model was absurd, and Fed Gov used opportunity to punish and humiliate Anthropic for the prior sins of not bending knee.

Anthropic has more credibility on such topics than Washington

[April @_Lady_Trader_]

Have heard many Nasdaqistan combat stories over the years. Took myself a little short above the top donch channel a few years back after a run up. It was a trap. That night, in Nasdaqistan, I learned it dgaf about donchs, & can blow 60-80 pts past in the blink of an 👁️. Savage af

[Seth @Notbullnorbear]

Happy Friday

[April @_Lady_Trader_]

@RibeyeJim I don’t know who Orange Man is going to have to blow to get us back over 7450, but he needs to get a jump on it. 😂 Guess we’ll try again next week. Range banger ‘ til Warsh? 🤔 Hagw, Ribeye! 🫡🥩

[April @_Lady_Trader_]

@ccprez0703 @RibeyeJim Let’s taco ‘bout it, Schpidey. We should be good ‘ til Warsh, right? 😂 What are we schwangin’? I missed my $HON dip today. 🥲

[April @_Lady_Trader_]

@RibeyeJim Alma had high probability bear trap on the daily report today so, I risked the biscuit, but got turned around in chop fest for a min. before Orange Man came in w/ the stick save. Only left, like, 35 pts on the table. No biggie. 🙈😭😂

[April @_Lady_Trader_]

@RibeyeJim Did you see that news where Iran and Israel were saying they have no idea what deal he’s talking about? Is he lying again? 😩😂

[April @_Lady_Trader_]

@RibeyeJim I’m skeered. Still seems tricky to me. I’d feel a lot better if it can confirm a 7450 hodl. Prbly just sit around tomorrow, and see if we get a cheapie EoD move.

[April @_Lady_Trader_]

@RibeyeJim Warsh’s first. Should be epic. 😂 Welp, see if we barf again, or if we go for 7450, or both . I dunno. 😭🤣

[April @_Lady_Trader_]

@RibeyeJim Da fuq 🤷🏻‍♀️😭🤣

[April @_Lady_Trader_]

@RibeyeJim Jfc…that was a rough hold. Thx, Orange Man. Need a drank and a ribeye now, Jibs. 😩🤦🏻‍♀️😭😂

[April @_Lady_Trader_]

@RibeyeJim Paytience 🫡

[April @_Lady_Trader_]

@RibeyeJim We came all the way down here. The ocd in me just wants the touchy touchy on the fiddy MA, but it’s robbed me before. 🥲😂