Chvkvv Vjvkvkb

[T1 Energy @T1Energy]

T1 is taking another step toward building a bright solar future.

We've acquired foundational TOPCon solar intellectual property from Evervolt technology. This strengthens our strategy to build the first fully integrated U.S. polysilicon solar supply chain while creating new opportunities through licensing, innovation, and manufacturing.

More than making solar. Owning the technology behind it.

Read more, link in the first comment.

[Shay Boloor @StockSavvyShay]

The U.S. Air Force more than tripled the ceiling for National Security Space Launch Phase 3 Lane 1 contracts to ~$17B from ~$6B expanding the potential award pool by ~$11B.

Eligible providers include $SPCX and $RKLB with funding to be awarded through future task orders.

[Shay Boloor @StockSavvyShay]

$MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms.

The deal supports infotainment ADAS and connectivity while giving Qualcomm greater supply and pricing visibility.

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $AMD, $MU, $HOOD, $HIMS
• Hold: $TSLA, $AVGO, $NBIS, $AEHR, $CIFR, $RKLB, $OPEN, $SOFI, $AAOI
• Bearish: $PLTR, $ONDS, $OKLO, $ASTS, $IONQ, $IREN

[Shay Boloor @StockSavvyShay]

$META has secured long-term supply deals with $SNDK for flash storage and Samsung for memory as it scales AI infrastructure.

Meta plans to deploy 7GW of compute this year and double that in 2027 making locked-in memory and storage supply critical during the chip shortage.

[Investing visuals @InvestingVisual]

Many photonics names are down 30-40% from their highs.

A great time to revisit the photonics value chain and best positioned businesses:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

The deep dive below covers these layers and companies in much more detail, along with many visuals to help you understand the technical concepts.

Enjoy!

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

Space
• $RKLB $92
• $ASTS $79
• $PL $26
• $RDW $8

Quantum
• $IONQ $44
• $RGTI $16
• $QBTS $20
• $INFQ $10

Drones
• $ONDS $7
• $AVAV $174
• $KTOS $52
• $MRCY $104

Nuclear
• $OKLO $50
• $UUUU $12
• $GEV $906
• $LEU $132

Photonics
• $AAOI $103
• $LITE $636
• $COHR $311
• $AEHR $59

CPU
• $AMD $515
• $INTC $120
• $ARM $304
• $AMKR $64

Physical AI
• $TSLA $382
• $AMZN $230
• $GOOGL $357
• $ISRG $397

AI Utilities
• $IREN $31
• $NBIS $213
• $CIFR $17
• $CRWV $67

AI Power
• $EOSE $4
• $BE $265
• $NVTS $13
• $VRT $282

AI Connectivity
• $AVGO $334
• $ALAB $341
• $CRDO $210
• $MRVL $225

AI Hardware
• $NVDA $192
• $TSM $419
• $ASML $1,732
• $MU $869

AI Applications
• $PLTR $121
• $NOW $104
• $CRWD $171
• $SNOW $181

[Shay Boloor @StockSavvyShay]

$WYFI is up over 17% today and remains one of the more interesting smaller AI infrastructure names I've been researching and shared a deep dive with the community because it sits in the same broad theme as neocloud and AI data center companies.

WhiteFiber has two core businesses through cloud services that give customers access to GPU-powered high-performance compute and colocation services that provide data center space, power, cooling and infrastructure for customers running their own equipment.

The biggest catalyst I'm watching is NC-1 which could really change the revenue base if Phase 1, Phase 2 and later expansion capacity come online as planned.

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY ROBOTICS IN 2026

1. $TER tests AI chips & owns the cobots through Universal Robots
2. $NOVT precision photonics & motion inside surgical & industrial robots
3. $OUST eyes & perception for physical AI machines that need to see & map physical world
4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge
5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy
6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics
7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers
8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement
9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale
10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

[Value Investing Edge @StonkValue]

20 stocks under $10B CAP with massive market oppourtunities:

1. $ONDS | $140 Billion Autonomous Defense Market

2. $AMPX | $200B Drone Battery Market

3. $LWLG | $100B Optical Transceiver Market

4. $SATL | $40B Earth Observation Market

5. $HIMS | $200B Telehealth Market

6. $RXT | $2.3T Cloud Market

8. $KEEL | $1T AI Data Center Buildout

9. $APPS | $350B Mobile Ads Market

10. $ADUR | $250B Chemical Recycling TAM

11. $WYFI | $1 trillion AI Infrastructure Market

12. $TE | $1 trillion renewable energy market

13. $PENG | $300B AI Infrastructure Market

14. $FLY | $1T Space Economy

15. $OUST | $100B LiDAR / Physical AI TAM

17. $OSS | $100B Rugged Edge AI Compute Market

18. $MRAM | $200 billion memory market

19. $HYLN | $50B Data Center Power Market

20. $BLZE | $118 Billion Cloud Storage Market

A lot of millionaires will be born from this theme by 2030.

This is one of the biggest generational buildout themes in the market.

Bookmark this post for later.

[Shay Boloor @StockSavvyShay]

10 stocks near 52-week lows where the stock is broken but the business isn’t:

1. $PLTR | Palantir
2. $MSFT | Microsoft
3. $META | Meta
4. $SOFI | SoFi
5. $MELI | MercadoLibre
6. $SE | Sea Limited
7. $UBER | Uber
8. $NFLX | Netflix
9. $MA | Mastercard
10. $GRAB | Grab

[Alexander Whitmore @AIexander204]

I’ll say it one last time. My stock list for next week:

Bullish:
$WDC~ $AMD~ $MU~ $NBIS~ $AEHR
$CIFR~ $MRVL~ $IONQ~ $IREN~ $AAOI

Hold:
$NVDA~ $TSLA ~$AVGO~ $HOOD~ $ONDS
$ASTS~ $HIMS

Bearish:
$PLTR~ $OKLO~ $OPEN~ $SOFI

Some people ask me whether this is just my guess.
It’s not.

This is a conclusion based on market supply-and-demand analysis.

In fact, many billionaires have already shown everyone what they should be investing in.

[Autopilot @joinautopilot]

Breaking: Micron $MU announces strategic deal with Anthropic

Here are the 4 stocks no one's mentioning in the deal:

Lam Research $LRCX
*Makes the equipment Micron uses to manufacture high-bandwidth memory

Entegris $ENTG
*Supplies the materials inside every chip Micron produces

Amkor Technology $AMKR
*Packages Micron's chips before they ship. More volume, more packages

Vertiv $VRT
*Installs the cooling infrastructure inside the data centers running Anthropic's models

All four are down 8-10% on the day

[The Analyst @MMatters22596]

Tech stocks are getting crushed in pre market.

These are the support levels you need to watch:

$NVDA - $192

$ASTS - $64

$NBIS - $246

$AAOI - $160

$PLTR - $98

$RKLB - $93

$CRWV - $102

$IREN - $50

$ZETA - $17

$NOW - $90

$CRDO - $247

$RDDT - $163

$AMZN - $229

$OKLO - $52

$ALAB - $359

$AMD - $474

Which else should I drop?

[Shay Boloor @StockSavvyShay]

$ZETA and $PLTR announced a strategic partnership to build marketing AI infrastructure on Palantir Foundry.

Palantir will also bring Zeta’s marketing AI tools to eligible Foundry customers creating what Zeta says could be a $100M+ annual revenue opportunity over time.

[Retail Mourinho @retail_mourinho]

>Memory is not over: $DRAM $MU $SNDK $SKHYNIX

>Photonics is not over: $AAOI $AXTI $CRDO $SIVE $LITE

>Space is not over: $ASTS $RKLB $PL $FLY

>Neoclouds are not over: $NBIS $CRWV $KEEL

>Defense is not over: $ONDS $EOS.AX $LASR

>Robotics is not over: $KRKNF $OUST $AMBA

The secular trends driving these themes are still intact.

RM remains long.

-RM

[Shay Boloor @StockSavvyShay]

4 STOCKS CONNECTING THE AI BUILDOUT

A modern AI system is thousands of chips wired together and they're only as fast as connections between them so as companies pour money into AI, a huge chunk goes to the wiring (~$0.40 to $0.60 for every dollar spent on chips) and these four each own a different piece of that wiring:

1. $AVGO (AI connectivity king)

Broadcom’s switching chips help tie thousands of AI processors into one network while its custom silicon business designs AI accelerators for the largest tech companies. Q2 FY26 AI semiconductor revenue reached $10.8B (+143% YoY) guided to $16B in Q3 with networking a rising share of the mix and an AI backlog above $73B. Broadcom is also the only name here that pairs the switch fabric with the custom accelerator it connects.

2. $ALAB (rack-scale connectivity pure-play)

Astera is cleanest pure-play on rack-scale AI fabric and the easiest way to think about it is that a rack of AI chips is like a crowded building and Astera makes the traffic-control layer that keeps data moving between chips, memory, switches and accelerators so the whole system doesn't jam. Its Aries, Taurus, Leo, and Scorpio product lines cover the full rack and Q1 FY26 revenue hit a record $308M (+93% YoY) with new Scorpio switch on track to become its largest product line by year-end and a $6.5B $AMZN agreement behind it.

3. $CRDO (copper connectivity leader moving into optics)

When chips sit close together, the cheapest high-speed connection is active copper and Credo has become the leader in that market with an estimated 75% share but now using that lead to expand into optics so its no longer just a one-product story. FY26 revenue just landed at $1.34B, (+206% YoY) and as the industry transitions to faster 1.6T networking, every upgrade cycle creates another replacement opportunity that Credo can sell into.

4. $AAOI (vertically integrated optics)

Copper works inside shorter distances but once data needs to move across larger AI data centers and campuses then it has to move through fiber optics. Applied Optoelectronics builds those light-based components and unlike many rivals it manufactures the lasers inside them while ramping 800G and 1.6T optics for larger AI clusters. Q1 FY26 data center revenue jumped 154% YoY to $81M on initial 800G volume shipments with management raising full-year guidance to $1.1B and saying demand exceeds capacity into mid-2027.

[Shay Boloor @StockSavvyShay]

$NVDA STOCK PORTFOLIO REVEALED

1. $INTC 52%
2. $CRWV 20%
3. $SNPS 10%
4. $COHR 10%
5. $NOK 7%

[Shay Boloor @StockSavvyShay]

4 STOCKS BUILDING THE FUTURE OF SPACE CONNECTIVITY

The SpaceX IPO in two weeks will force the market to focus on the real monetization layer of space which is connectivity where $ASTS, $AMZN, $SPCX & $IRDM generate actual recurring revenue from orbit:

1. AST SpaceMobile (D2D pure-play)
• Cleanest pure-play in space-based cellular broadband with MNO partnerships covering 3 billion subscribers including AT&T, Verizon, Vodafone & Rakuten plus large-aperture phased array technology that connects directly to standard smartphones.

2. Amazon (integrated satellite stack)
• Building one of the deepest satellite communications stacks through Amazon Leo with active constellation deployment, ~$12B $GSAT acquisition, $AAPL iPhone & Apple Watch Emergency SOS partnership transferred to Amazon Leo plus $20B+ of capex committed through 2027.

3. SpaceX (Starlink plus launch ownership)
• Vertically integrated broadband leader through Starlink with largest satellite constellation in history covering ~65% of all operational satellites in space, 10M+ subscribers, $11.4B in 2025 revenue (+50% YoY) plus full ownership of launch stack through Falcon 9 reusability.

4. Iridium (global LEO incumbent)
• Operates only truly global LEO satellite network covering the entire planet with 66 satellites & ~$918M in cumulative EMSS contracts with U.S. Space Force plus proprietary PNT services that serve as the most resilient alternative to GPS.

[Shay Boloor @StockSavvyShay]

THE PHOTONICS LAYER OF THE AI BUILDOUT

Goldman Sachs says the AI optical networking market growing nearly 10x to $150B+ by 2028 as clusters scale into multi-rack systems like $NVDA Rubin Ultra NVL576.

The AI bottleneck is shifting to the fabric that lets hundreds of GPUs behave like one system driving a massive dollar content expansion across NVLink, co-packaged optics & optical interconnects:

• $AEHR burn-in & reliability test systems for photonics and AI hardware
• $AAOI data center optical transceivers with in-house laser manufacturing
• $LITE high-speed lasers & optical components for data center transceivers
• $VIAV optical testing & measurement tools used to validate high-speed networks
• $COHR lasers, photonic components & materials used across optical networking systems
• $MRVL optical DSPs, custom interconnect silicon & networking chips for AI infrastructure
• $CRDO retimers, DSPs & active electrical cables for rack-level signal integrity in AI clusters