CK (Private)

Finding 10x plays in defense, space, and tech, and photonics.

[CK Capital @CKCapitalxx]

After seeing the Midjourney video I’m genuinely interested in looking into MedTech stocks.

Does anyone have a favorite currently or any I can read up on?

Super super investing sector.

[CK Capital @CKCapitalxx]

Starting the Long weekend off with some golf today.

Nothing better than golf and stocks.

Simple life.

[CK Capital @CKCapitalxx]

Copper wire has run the world for over a century. The era that replaces it is starting right now, and it might be the most important infrastructure shift of the decade.

Here is the simple version of what is happening.

Inside an AI data center, thousands of chips have to talk to each other constantly. For a hundred years machines did this the same way, by sending electricity down copper wires. That always worked. Until AI.

The chips now move so much data so fast that copper physically cannot keep up. Push electricity that hard down a wire and it turns into heat, the signal falls apart, and it can barely cross a single rack before it dies.

So the entire industry is ripping out the copper and replacing it with light. Instead of electricity down a wire, data travels as pulses of light through glass fiber. Light runs cooler, travels farther, and carries vastly more information.

In a world where power and heat are the limits on how much AI you can build, switching to light is not a preference. It is the only way forward.

What makes this generational rather than just another upgrade is the staircase the whole industry is now climbing.

It went from 400G to 800G, the workhorse today, already shipping in the tens of millions.

Now it is climbing to 1.6T, double the bandwidth in the same space, with NVIDIA's newest systems needing over 160 of these per single rack.

Next comes 3.2T, doubling it again.

And what used to be a five year upgrade cycle has collapsed to one or two years. These generations are not replacing each other one at a time. 800G, 1.6T, and 3.2T are ramping on top of one another all at once.

Now the size of the prize. The optical transceiver market sat around $15 billion in 2025 and is heading toward $36 billion by 2033, with some forecasts for the AI portion alone reaching far higher.

The silicon photonics piece inside it grows from under $1 billion to over $6 billion by 2030. This is a market doubling and then doubling again, driven by a buildout that has barely started.

What does it actually mean? It means every company that makes the lasers, the chips, and the modules that turn electricity into light gets paid on every step up that staircase, for years.

$AAOI makes its own lasers in-house, the exact bottleneck part the whole industry is fighting over.

$CRDO makes the chips that keep these blazing fast connections clean and reliable.

$LITE and $COHR are the photonics giants supplying the lasers and transceivers everyone depends on.

$MRVL and $AVGO build the custom silicon at the center of it all.

Copper carried the last hundred years. Light carries the next hundred. And the wiring is being torn out and replaced right now.

[CK Capital @CKCapitalxx]

No fun with the markets closed today.

[CK Capital @CKCapitalxx]

These sectors are the future so what’s your favorite way to play them.

AI

Space

Memory

Photonics

Humanoid

Quantum

Nuclear

[CK Capital @CKCapitalxx]

Took down my post on the situation.

As a victim of what happened it really sucked.

Glad it is solved now.

Having my paid post leaked that I work hard on and having my subs pay their own money just for information to be leaked.

Just gonna be putting this in the past and look at what’s ahead and keep up my grind for the subs.

LETS RIDE!!!

[CK Capital @CKCapitalxx]

OMG $EOS.AX

UP 18%

[CK Capital @CKCapitalxx]

I just dropped my entire personal portfolio for my paid subs.

If you want access, here you go.

Along with it, you get all my Buy and Sell orders and first access to my All In trade challenge before the public.

https://t.co/2Z1xAlDD9C

[CK Capital @CKCapitalxx]

$SPY is down 1%

Almost every single one of my positions is green today.

[CK Capital @CKCapitalxx]

$NBIS wants $300 so badly.

Just do it already.

[CK Capital @CKCapitalxx]

LETS GOOOOOO!!! $ASTS

[CK Capital @CKCapitalxx]

Anyone else staying up to watch the $ASTS launch?

[CK Capital @CKCapitalxx]

Good times ahead for $EOS.AX

[CK Capital @CKCapitalxx]

Dude is goated.

$ASTS to 100??

[CK Capital @CKCapitalxx]

$ASTS is preparing for takeoff.

[CK Capital @CKCapitalxx]

How is this going under the radar????

$NOK

[CK Capital @CKCapitalxx]

Someone has to be making a bag by just buying $AAOI at $160 and selling at $200 everytime.

Could’ve repeated this like 5 times by now.

[CK Capital @CKCapitalxx]

Starting something new 👀

Separate from my X membership, where I post my daily trades and thoughts, this is a place for the long term work.

Long form deep dives on the stocks I'm holding for the long run.

Each one walks through the full thesis: why I'm in it, how I'm thinking about the business, what the market is getting wrong, and a price target at the end. The kind of detail you can build a position off of.

Simple split:
X Membership = short/medium term with some longs, what I'm trading right now.
Substack = long term, the names I'm building positions in and the full reasoning behind every one.

First write up is live. Starting with $STM 👇

[CK Capital @CKCapitalxx]

This is just the start of a potential massive bull run.

Let’s ride.

[CK Capital @CKCapitalxx]

Casino is open.