Bill

[Bill @bkiether]

Canes celebration in Raleigh

[Roy Cooper @RoyCooperNC]

Welcome home Stanley.

[Pat Welter WRAL @PatrickWelter]

The contrast between these answers about what they've done with and drank out of the Stanley Cup is everything. The #Canes beautiful locker room harmony where a Seth Jarvis and Jaccob Slavin can both co-exist.

[Gaetano @crux_capital_]

This might be the best report I will ever write...
$AXTI $COHR $AAOI $LITE $SIVE $IQE etc.

I finally solidified my outline:

Optical Oversupply Risk - Table of Contents:

- The optics stack and why the layers behave differently
- What the earnings calls currently say
- China’s full-stack optical ramp
- InP substrates and the AXT dilemma
- Quality-adjusted capacity and the EML moat
- CW, UHP and external laser sources
- Finished transceivers: where oversupply should appear first?
- The U.S.-manufacturing advantage
- Source Photonics, Dongshan and China’s vertically integrated challenge
- Optical circuit switching
- CPO, NPO and the migration of the optical value pool
- DCI and scale-across: the second major optical demand pool
- Brownfield data centers, telecom and traditional network refresh
- Fiber, connectivity and passive photonics
- Tools, MOCVD and the equipment chokepoint
- Optical test, burn-in and qualification
- China domestic absorption and geopolitical bifurcation
- U.S. and European sourcing insulation
- Timing the supply cycle
- Company-by-company positioning
- What would confirm the oversupply thesis
- Final investment framework

I don't know how long this will take.

But I have all my sources laid out and all the important information extracted.

Now I have to go in and work through each section and apply the most direct, concise, and easy to understand information

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

OVER 95% OF THE $SPCX SPACEX STOCK SUPPLY IS LOCKED RIGHT NOW

ONCE INSIDERS RECEIVE THEIR SHARES, BILLIONS OF SELLING PRESSURE WILL COME:

TODAY: 5%
AUG 11: 25%
AUG 21: 32%
SEP 10: 39%
SEP 25: 46%
OCT 10: 53%
OCT 25: 60%
NOV 9: 60%
DEC 9: 58–60%
JUN 13, 2027: 100%

THIS DOES NOT LOOK GOOD AT ALL...

[Jeff Jackson @JeffJacksonNC]

OUTSTANDING

[Josh Stein @JoshStein_]

In Rod We Trust! And Bussi, and Slavin, and Staal, and Ehlers, and Jarvis, and Chatfield, and Anderson, and Miller, and Aho, and Svech, and Walker, and …….

[Carolina Hurricanes @Canes]

THE CUP IS COMING BACK TO RALEIGH!!!

[Carolina Hurricanes @Canes]

You know the vibes

[Bill @bkiether]

@gtconway3d I’m too late for tonight, but Bombays Bicycle Club has had great margaritas for 40 years

[Bill @bkiether]

@LAYS #LaysFWC26 Salt and Vinegar

[Matt Marchese @Mattymar89]

Such a great angle

Easy teachable moment for young hockey players - finish your check, go to the net, good things happen

No flash and dash, no toe drag, just playoff hockey

[Illia Ponomarenko 🇺🇦 @IAPonomarenko]

No, sweetie.

Donetsk was a city of a million roses when its own Ukrainian flag flew above it.

Back then, it was also the fastest-growing and most rapidly prospering city in Ukraine -- home to what was the finest regional airport in Eastern Europe, one of the world's best football stadiums, a state-of-the-art railway terminal, and one of the cleanest, best-maintained cities in the region.

Its elites were running Kyiv, and every time I visited Donetsk as a student, riding the famous trolleybus Route No. 2 through the city, I was amazed by how many new office buildings were appearing, how much money was flowing into the city, and how many international companies were opening their doors there.

Fifteen years ago, to us kids from Donbas, Donetsk felt like the center of the universe because it had everything one could possibly dream of. It was a young city of universities and libraries, where the overwhelming majority of boys and girls from across Donbas went to study, including those from my own small hometown an hour away by bus.

Names like Liverpool or Detroit Rock City may mean nothing to you, but our Ukrainian Donetsk was a city of great rock clubs and unforgettable concerts. We traveled there to see Western bands perform.

We bought rock merchandise at the legendary Right House store near Krytyi Market. Scorpions, Rihanna, and Beyoncé performed at the famous Donbass Arena. Schoolchildren from across Donbas were bused in to watch Shakhtar Donetsk matches. The city even had a famous monument to The Beatles.

It was a city where we sang songs on guitars in its beautifully maintained parks and along the Kalmius embankment before heading out to buy the famous "green Donetsk burgers." Our older friends moved there after graduation, formed rock bands, recorded full albums, and held wedding celebrations in the squares around Donbas Arena. We traveled there to visit the legendary Radio Market in search of films, music, and books.

And then you arrived.

And you turned the wealthiest, most prosperous Ukrainian city into a piece of shit.

You deceived many of its people with sweet promises of Russian oil-fueled prosperity broadcast from television screens, but what you brought instead was war.

You transformed a thriving city into a criminal wasteland ruled by ethnic gangs from Russia, into a kingdom of Stalinist terror straight out of the 1930s, complete with torture chambers in the infamous Izolyatsia prison camp. You turned the magnificent Donetsk Airport into lifeless gray rubble, while the vast stands of Donbas Arena have spent a second decade slowly being reclaimed by weeds instead of hosting Champions League finals and Metallica concerts.

You swept away an entire generation of the city's men through your forced mobilization and threw them against Ukrainian machine guns until there were barely enough people left to keep basic municipal services running. Because of you, prosperous Donetsk became a withered desert without reliable water, because your war destroyed the canal system that carried water from the Siverskyi Donets River into Donbas. For years now, people have lived with chronic water shortages and have been reduced shitting into plastic bags forever.

You dragged Donetsk back like seventy years in time. You turned it into a depressed backwater, devoid of hope and future. Even ten years ago, tens of thousands of people, the most active, the most talented, the most entrepreneurial, fled the city and found refuge in Kyiv and elsewhere in Ukraine. Many of them still remember our Donetsk with tears in their eyes, the Donetsk that existed before the arrival of the "Russian World."

You transformed it into something that even my pro-Russian acquaintances are shocked to see when they return after years of occupation.

It was you who trampled the million roses of our Ukrainian Donetsk into shit beneath the tracks of your tanks and the boots of your death troops, turning them into a foul swamp of death and despair.

And that stain will forever remain on the conscience of fascist Russia, which brings nothing but destruction, decay, and death wherever it goes.

[Insiderwave @insiderwave_]

🚨 NEW TRADES ALERT

Rep. Gil Cisneros just disclosed up to $2,500,000 worth of new trades.

Cisneros sits on House Committee on Armed Services, a Navy veteran and former Under Secretary of Defense.

His latest disclosure includes buying the following military/defense related stocks within 3 weeks (May 4 - 29):

$THLEF - French defense electronics company, major NATO contractor in radars, missiles, naval combat systems, and satellite comms.

$DCO - U.S. aerospace & defense components supplier, sells to Boeing, Lockheed, Raytheon and more.

$SARO - Aerospace engine MRO, including military engine overhauls for the U.S. Air Force and allied air forces.

$CRWD - Major federal cybersecurity contracts including Department of Defense.

$AMD - Semis with growing Department of Defense AI/compute contracts.

$NOVT - Precision photonics including defense laser applications.

$TEL - Connectors widely used in military electronics.

$ST - Sensors with defense/aerospace applications.

$CIEN - Optical networking, has federal/defense customers.

$FN - Optical components manufacturer, defense customer base.

$TOELF - Indirect defense tie via the chip supply chain.

You can view his full portfolio including the rest of the 100+ trade he disclosed today in the InsiderWave app.

[Bill @bkiether]

@PackInsider As long as it’s for the Pack!!!

[zostaff @zostaff]

Jim Simons made 66%/YEAR for thirty years at Renaissance and never let an outside dollar through the door. Andrew Lo runs the MIT Laboratory for Financial Engineering and trained half the senior quants at Citadel, AQR, and Two Sigma.

In 2019 they sat down at MIT for one hour and 28 minutes. The only time Simons ever talked publicly about money with someone who understood the math.

Sitting on the Finance at MIT channel. Almost nobody outside academia has watched it through.

Bookmark it tonight. Then read the article below.

[Movez @0xMovez]

Jane Street pays $750k/ year for quants who can answer how to use Stochastic Process and Markov Chains in quant trading.

MIT professor gives you the same insights quants get paid $70K/month for in a 1-hour lecture on probabilities

Bookmark & watch today. Then read the post below.

[zostaff @zostaff]

Jim Simons agreed to do exactly one long-form interview about his life in math, codebreaking for the NSA, and building Renaissance Technologies. The Simons Foundation filmed it and dumped it on their website behind a Vimeo player nobody could find.

Two hours and 40 minutes. Someone reuploaded it to YouTube on a channel with 483 subscribers. 749 people have watched it.

The deepest Simons interview on the internet. And almost no one knows it exists.

Bookmark it tonight. Then read the article below.

[TradeOdds @TradeOddsIO]

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