Boyplunger

[Boyplunger @boyplunger_com]

@fundmyfund I know you trade short term. But nov 2025 and Feb 2026 showed similar breaks. Or you sense this trend break is something else?

[Boyplunger @boyplunger_com]

@investingLive_ Aren't they just passing the bill to us, retail customers? AI capex may not slow down at all. Someone else (us) will pay for it.

[Boyplunger @boyplunger_com]

@hybridcortex @firstadopter Yes, forget for a year or two.

[Boyplunger @boyplunger_com]

@fundmyfund Untouchable.

[Boyplunger @boyplunger_com]

@benitoz @phoronix No smci?

[Boyplunger @boyplunger_com]

@fundmyfund In this mkt, if you wait for confirmation you are already late.

[Boyplunger @boyplunger_com]

@fundmyfund Thanks.

[Boyplunger @boyplunger_com]

@benitoz Crystal clear.

[Boyplunger @boyplunger_com]

@fundmyfund QNX

[Boyplunger @boyplunger_com]

@fundmyfund @Qullamaggie Even less may know Dan Zanger's.

[Boyplunger @boyplunger_com]

@benitoz Good trade but volatile this morning. Thanks.

[Boyplunger @boyplunger_com]

@fundmyfund Drones too.

[Boyplunger @boyplunger_com]

@fundmyfund Legacy silicon photonics modulators require 2.5V to 5V to switch the light. At high speeds, it requires massive amplifier chips.
Perkinamine, when integrated into slot+waveguides achieves the same at < 1V. Perkinamine is at another level altogether.

[Boyplunger @boyplunger_com]

When you closely look at Perkinamine and its potential to become an "embedded standard" during production and consider how this may create an absolute entry barrier, LWLG is still cheap. Even if we are 1 year away of any meaningful news.

The polymer is an order of magnitude more responsive to electricity than any legacy material and it requires a fraction of the energy to manipulate an optical signal.

[Boyplunger @boyplunger_com]

@fundmyfund "Patterson" trade, as per Ben.

[Boyplunger @boyplunger_com]

@investingLive_ Thank you, Adam.

[Boyplunger @boyplunger_com]

Aha. Just in case that's the grudge... I may have unsubscribed for other reasons, not because what you post is not valuable. On the contrary, everything you posted since we bought at single digits has been life-altering for many of us. And I am sure I am not the only one giving you credit.

Things is, life makes us busy with less time to read. Single parent of one boy, here. Still, I continue to look for your posts and opinions.

Yes, I could rephrase that first sentence to simply say while infraestructure is enormously important, even essential, a new token economy is emerging where Irene still doesn't play (rents gpu's at fix rates via contracts). And I admit, I may be totally wrong on this too.

Lastly, about "learning", I am glad you brought that up. It makes me happy that at 64 I can still learn, or not learn and even make mistakes.

[Boyplunger @boyplunger_com]

@FransBakker9812 @danroberts0101 Who's crying? Why make it personal? Still a shareholder. Just thinking they can refine their strategy. Not criticizing, Frans.